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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (66910)8/27/1999 4:25:00 PM
From: Freedom Fighter  Read Replies (1) of 132070
 
Mike,

There's something I don't understand about the way the 30 year treasury is acting.

The way I see it, the more AL.com tightens, the slower the economy will probably get, the lower the level of overall borrowing and bond supply we will get, and the more trusting I become of the FED to reign in inflation and protect the dollar.

Yet the market itself keeps behaving negatively towards threats of tightening and positively when it thinks the FED is done.

Is this just related to leveraged positions or is there something else I'm missing about the fundamentals of bonds and interest rates?

I think the market has it backwards from a medium term point of view.

Wayne
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