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: Wyätt Gwyön who wrote (12183)	4/19/2004 1:14:39 PM
From: mishedlo	Read Replies (1) of 110194

then why are you expecting a bond rally? they go hand in hand, don't you think? Treasuries can rally all the way to 3.7% on the 10 yr without starting another refi boom. That is quite a bit away. Certainly a rally to 4 would be a decent rally yet do nothing for refis. Then we coild selloff to 4.2 rally to 3.9 selloff to 4.1 etc over the next 4 months in effect going nowhwere after the initial rally. That would be along the lines of what I see. If jobs suck for a couple months however, the rally might be bigger, but having been warned twice, now I think it will be a while before we approach that last low. M M

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