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

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From: russwinter7/8/2005 10:08:41 AM
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Fed drains off another 5.5 billion of the monster repo, back to normal, but watch for late coupon pass.

FCB were completely missing in the latest week, in fact SOLD (diversified?) 2,245.

From Steve Northwood:
wallstreetexaminer.com

Over the next 8 to 10 weeks we can expect Treasury to borrow a net of $100B to $110B. Half of that will be in the form of Bills (3, 5, 10 yr and TIPS auctions). The other half will be through increases in 4, 13, and 26 week Bill auctions.

Will check for spec rate complex positioning this afternoon, but I think when you add it all up?
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