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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (69578)9/9/2006 5:14:58 PM
From: bart13  Read Replies (1) of 110194
 

Pages 9-12 illustrate my suspicions all along, a strong correlation between FCB reserve holdings and commodities, oil, and even the SPX.


Cool, glad it was useful.

I do agree that custodials have jumped lately but his chart only shows annual change rates. It does show up in my 13 week change rate though... and sure might be one of the first indications that the spigots are opening, or maybe just a little shoring up of weakness the FCBs don't like.

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