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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: orkrious who wrote (27973)3/7/2005 8:56:30 AM
From: russwinter  Read Replies (1) of 110194
 
By "markets" I'm sure he's talking about everything, and that would even include the commodity markets. The Wizards (all the primary CBs) create the liquidity, but the only areas they have direct influence on are the bond markets (because they can overwhelm them). However, excess liquidity finds worm holes, especially when combined with even more leverage and borrowing. That's what he's trying to gauge here. It's a tough task I must say, especially now, because the Fed itself looks restrained, but then next thing you know the other actors like the Treasury( through TIOS), and the FCBs (through custodial accounts, and in China's case through London) are on the scene. Then we get this added dimension of FCBs getting heavy handed in just the agency market. Obviously, managing a more "neutral" monetary policy in a failing and corrupt crony capitalist system is a difficult fits and starts exercise, with all kinds of confusing signals. Understanding Asian-US Bully/Pig Men "Capitalism":
Message 21107936
I would add inflation financed by negative real rates to this, as an important tool for Bully to loot the public, makes all the behaviors mentioned much easier.

Using the custodial data this shows how erratic the FCBs have been of late. The 52 week avg is $4.366 billion:

12-8 6.638
12-15 -3.183
12-22 +4.008
12-29 +5.683
1-6 +8.430
1-13 +6.846
1-20 -7.478
1-27 +3.792
2-3 -875
2-10 -6.259
2-17 +2.043
2-24 +22.426
3-3 +13.982
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