The Epic American Credit and Bond Bubble Laboratory Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mishedlo who wrote (8548)	2/24/2004 10:57:09 AM
From: russwinter	Read Replies (6) of 110194

I'm now predicting a major inflation shock bond rout. Probably a 200-300 bps back up in 2 to 30 years UST, by Memorial day. What the Fed does with short rates though, I have no idea, nor will it matter, except to say they are offering free layups to bond bears and no defense. I see they are doing coupon pass debt monetizing today though, newyorkfed.org so obviously they haven't a fear (or are clueless) in the world about inflation. Anybody have a strategy for playing a bear rout of the 5 year UST? That's where the big commercial short is.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next