Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 319.58

-1.6%

Jan 8 4:00 PM EST

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To: The Ox who wrote (29131)	3/8/2006 12:57:29 PM
From: robert b furman	Read Replies (2) of 95697

Hi OX, Just wondering if other global rates going up are causing an unwinding of the carry trade. To unwind the carry trade I believe one must sell the treasuries that were bought and repay the loan over in Japan or anyother low rate country. The selling of treasuries depresses prive and increases yield. The rate increase resulting from selling treasuries shouldn't be a surprise as other countries make the carry trade lesss profitable. Fed just needs to watch and let global markets do its work for it. Much ado about 10 year rates/yields - this too will pass. Good set up to buy at discount before next strong earnings reports begin in second week of April. FWIW Bob

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