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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Wyätt Gwyön who wrote (5478)1/19/2004 12:04:14 PM
From: russwinter  Read Replies (3) of 110194
 
<bond bearishness is the most crowded trade on the planet.>

I think that's because most thinking people wonder how trillion dollar twin deficits can be almost totally financed by Asians central banks. Foreign custody holdings of US debt in the latest week was $10.271 B. I don't think too many are quite at the stage that I am on an inflationary outbreak though?

On sentiment: the latest MarketVane on T-Bonds showed 60% bulls, and on the Euro$, 56% bulls.
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