Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 344.71

-1.1%

4:00 PM EST

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To: Return to Sender who wrote (28977)	3/1/2006 9:55:14 PM
From: Sarmad Y. Hermiz	Read Replies (2) of 95757

>> Bond investors are locking in whatever they can get. The only reason this happens is because bond investors have already come to the conclusion that the economy is likely to slow. I don't see this assertion as necessarily true. It could just be there is excess long-term money available. China's exporters get $200B every year, and the oil exporting countries get even more. It all comes back to be invested in the US, which is what drives long rates down. Thase people do not draw any conclusions about the economy. They just want a safe place for their growing pile of money. Add to that the couple of $trillions of cash on corporate balance sheets, and that explains why long rates are not rising. Sarmad

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