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: russwinter who wrote (18024)	8/24/2004 8:53:19 PM
From: ild	Read Replies (1) of 110194

<<<commercials now record short the 5 year Treasury>>> 5 and 30 year have been very volatile in terms of COTs: softwarenorth.net softwarenorth.net but commercials are still long 10 year softwarenorth.net <<<For the 5/10/30 subgroup they've gone from long 265,500 on 7/27 to short 34,671 now>>> They were right in July as bonds have gone up. Now they are neutral. Today's setup means they expect flattening of the yield curve. Not good for carry trade.

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