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

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To: russwinter who wrote (68682)8/23/2006 5:44:38 PM
From: bart13  Read Replies (1) of 110194
 

So far wash, rinse, repeat on these fronts is still chugging along.


Yes, and regular real estate loans at all commercial banks were still chugging along at 11-13% annual change rate as of the July data. I've never watched a probable roll over this closely before and its a real eye rubber.

On top of that the temp OMO repo pool and the TIO pool are very near the bottom of their ranges recently, there hasn't been a perm OMO for over a month... and the S&P is only down a little and super skittish?
I think I need to change my Kool-Aid flavor...
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