The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: shades who wrote (52905)	2/7/2006 10:40:14 AM
From: John Vosilla	of 110194

"So, the inflation story doesn't add up given the disconnect between commodity prices and bond yields. Perhaps we could look at the demand and supply dynamics in the bond market to help explain. For example, in the UK long real yields have been squeezed right down not due to a view on inflation, but due to restricted supply and super strong institutional demand. Given that the pension crisis is also an issue in the US I wonder if long yields are also being held down by institutional demand and are a false representation of the inflation outlook?" Good summary Nothing adds up these days.. Only thing for sure is coastal bubble housing markets are way overvalued in any scenario. Same with long term treasuries unless we have a coming depression predicted by many here..

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