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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From: kailuabruddah	5/6/2005 11:04:05 AM
	Read Replies (2) of 110194

Wow... 3 / 5 / 10 Year Treasury yields up 10+ bps And the HBs are essentially flat! Even Countrywide is pushing to get flat... Now that's a conundrum! Which is it? 1. Too many HB shorts - therefore selling already done 2. Spike in yields will be temporary (or won't contiue) therefore no need to sell HBs 3. RE Asset Inflation Party can continue "as long as mortgage rates don't go above 6.5 / 7 / 7.5 / 8" 4. So much liquidity out there, why not just buy everything... I'm scratching my head here...

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