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

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To: russwinter who wrote (23548)	12/18/2004 2:09:39 PM
From: mishedlo	Read Replies (1) of 110194

Russ, I do not buy it. The yield curve in the UK has already inverted and has flattened considerably in the US as you know. If there is a recession(and I think you and I agree one is coming soon)why shouldn't long term rates fall? If China wants to force the US into a recession now it can attempt to force up long term rates. I think Andy Xie is off base. Sent a bunch of stuff to Heinz for comments. I do accept that some FNM unwinding contributing to short term gyration in treasuries now, but if someone for any reason forces long term rates in the US sky high the crash in housing will be immediate. Contrary play of the year: Buy long term treasuries Mish

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