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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (93683)2/2/2009 3:05:59 PM
From: SouthFloridaGuy  Read Replies (1) of 116555
 
Mish, your thoughts on higher treasury rates in the forthcoming future? The spread on Agency debt and US gov't debt has to collapse to near 0 given gov't guarantees. The spike in risky debt (and not so risky debt) yields appears to be very correlated to the contraction in the US current account deficit.

One would think foreigners will sell their treasuries and go to other areas of the debt market now especially in light of government backing across large swathes of the debt market.
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