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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Crimson Ghost who wrote (12012)4/15/2004 4:45:05 PM
From: russwinter  Read Replies (2) of 110194
 
Informative snippet:

The intense downside reaction yesterday has something to do with the goodies being enjoyed by the 45-year low in short rates. There is the carry trade, where professionals have been borrowing at 1.0%, and getting a return 300 basis points higher. Jim Bianco says the Bond Market is twice as leveraged as it was ten years ago, when the Fed began a tightening round. Also, more and more consumer debt is adjustable. Of the $2.3 trillion increase in consumer debt over the past three years, 44.0% is tied to short-rates, according to macro mavens.
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