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

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To: Ramsey Su who wrote (47384)	12/15/2005 8:57:25 AM
From: russwinter	Read Replies (1) of 110194

We need to track monthly operational data where available. Here's CFC deliquencies, how can they claim that 0.90% higher is hurricane related?: Aug: 3.68% Sept: 4.03% Oct: 4.32% Nov. 4.58% Dec? Well, rates are higher, there are huge heating bills already from the early winter, and the refi market seems shut down, how could it not head higher? Interest rates? There is $171 billion in Treasury funding starting in January. The Pentagon is asking for a $100 billion supplemental on top of that, and they aren't the only one, plus tax receipts are stalling (repatriation tax giveaway ends). The twin deficit is spirling even more out of control. Does the market really think the US can finance $1.25 trillion plus in twin deficits in 2006? That would require extremely aggressive non stop monetization from all the CBs.

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