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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (44351)10/27/2005 9:08:18 AM
From: russwinter  Read Replies (1) of 110194
 
Hedging unwinds may be playing a role here, but the big story as I keep repeating are the FCBs. If the US can't get an average of $5 billion a week from them, then rates will continue to rise, until there is a monster slowdown that removes the credit demand. If the FCBs are as flat as they've been over the last two months, even a billion a week in passes (monetizing) from the Fed won't matter.
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