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

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To: ild who wrote (6425)	1/29/2004 11:28:31 AM
From: russwinter	Read Replies (1) of 110194

The 10/2 UST spread is still 237 bp, so the curve is just up some but not flattening. There is a 2 year auction out mid-morning, we will see if the BOJ buys it? I'll bet the Fed starts monetizing if not, a highly inflationary setup IMO. bondtalk.com Also, some deadfish came out and pounded the "business as usual" table on the brokers especially. However, it doesn't appear the Fed is especially encouraging the carry trade this morning. bullandbearwise.com I think the word is out to lighten up some?

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