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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Lucretius who wrote (128656)10/11/2001 12:13:53 AM
From: John Pitera  Read Replies (2) of 436258
 
I don't think there was any treasury buying.... more of an asset allocation shift, most likely. with the 2's and 5's
the weakest, in relative performance along the curve, it was probably money getting back into equities, and out
of the "Safe Havens"

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CNBC reporting a big allocation out of bonds into stocks, which. needless to say, inspired a phone call to a trading floor. The indication that we get is, while the trader we spoke to has not seen the trades per se, he has heard talk of such a move and does think that it is a strong possibility. The reason behind this is that the first money to be allocated out of the stock market into Treasuries went to the short end of the curve (i.e. 2s and 5s), and with today's relative strength in stocks, we see that these maturities are the weakest. Now, let us reiterate that the trade has not been seen yet, but the feeling that we get is that the market trades as if it were true.
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