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: philv who wrote (4331)	1/4/2004 7:38:33 AM
From: russwinter	Read Replies (1) of 110194

Great find. Going to the lab tools section (at header of thread) as: treas.gov Actually take a look at net treasury bond holdings from August-October. The only buyer of consequence is Japan (Taiwan and Korea a little). They've bought 37.2B, and the rest of the foreign community were net SELLERS of 29.9B. China has bought nothing new since July. And since October China has announced that they are using reserves to boost strategic reserves in oil, metals, and probably soon food. "Caribbean Banking Centers" (off shore hedge funds) were big sellers in October, and are down 10.4B since July. Look at the European countries, almost all net sellers. Scan the agency transactions: treas.gov Foreign official insitutions (central banks) have had to take 42.6% of the total agencies bought by foreigners(6,425B of 15,069B) from August-October. Private foreign appetite for corporate bonds seems to be running unabated: treas.gov

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