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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: bart13 who wrote (81493)5/4/2007 4:13:46 PM
From: Real Man  Read Replies (1) of 110194
 
What kind of lags? There is certainly no lag between the monetary "blast"
and the stock market moving higher - most of record up days
happened during the periods of extreme monetarization.
I don't see a lot of
correlation of the blasts with the dollar, although empirically
I've seen these blasts influence the dollar in a negative way,
as one would anticipate on common sense grounds, not that common
sense has anything to do with these markets -g- The dollar often,
but not always, fell fast as monetarization occured.
I've seen another
type of manipulation occur - namely the Fed "talking" about
raising rates or actually raising them, as the dollar fell
too fast. They raised and they printed. Raising rates
without doubt supported the dollar. Printing is completely
ignored by currency derivatives, which explains some
lack of correlation,
but it is probably a variable watched closely by some USD investors, although I
have to confess I have not seen "bond vigilantes" out there for a while -g-
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