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: mishedlo who wrote (26083)	2/9/2005 9:00:50 AM
From: russwinter	Read Replies (3) of 110194

The Fed seems to be MIA of late on monetizing. The huge Treasury repos that are maturing right now might be suspect? If they were a partial cause then we ought to see the 10 year retrace pronto. Also the Treasury financing up to now has been loaded into the short end just not enough supply in the longer dates. Haven't even the bond bulls you follow been calling it a technical rally, based on spec shorts covering? If there is a pause in tightening, financing supply in the 10 and 30 year, a refi boomlet out of ARMs into 10,15, 30s, bad inflation numbers, or a combination thereof, then there will be a trade in a widening of the 2/10. I will be monitoring the COTs to gauge the timing.

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