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

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To: Jim Willie CB who wrote (2562)11/24/2003 5:56:59 PM
From: yard_man  Read Replies (1) of 110194
 
>>USTBond yield will rise to match the CRB
they have strong historical links<<

hasn't worked for some time -- bond yields would have a ton of catching up to do, if that were true

stockcharts.com

From Nov 02 CRB has run up about 40%

stockcharts.com

USTbond yields have been about flat for that time period

40% higher yields from here would be over 7% -- you won't see 7% in the next couple of years -- ain't gonna happen

(don't flame -- I know there are periods in history of good correlation -- that's not causation -- I've been hearing about the big bad foreign bond liquidation forever -- it's always a few more months in the future)
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