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

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To: kris b who wrote (71513)	10/9/2006 9:47:25 PM
From: bart13	Read Replies (2) of 110194

Derivatives, or not, I have a very simple view of what drives the global liquidity cycle -- central banks. ... Their creation of high-powered money -- and the price they set for overnight funding -- remain the defining characteristics of the global liquidity spigot Not very surprisingly, I do agree. And the way those two global liquidity charts have tracked the price of gold for decades is a pretty fair testament too. The second one does include interest rates, although not the hot money overnight rates... hmmm... There's not a huge amount of question that I have about the repo and TIO game the last few years either. Here's a couple of relatively new charts related to TIOs, etc. showing the high value of them as a trading signal since March 2006 or so, and some conjectures on how they may have been used in 2005.

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