SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives
SPY 689.100.0%Jan 23 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: robert b furman who wrote (54175)9/2/2013 11:18:23 AM
From: Justinfo  Read Replies (1) of 222297
 
Hi Bob,

The QE1/2 being short term makes so much sense wrt rates.

How much of the EEM pain is carry trade vs. rates? Any clues? I can't tell how to evaluate rising rates vs carry trade blow ups in eem's.

Agreed with 08 debt extension, deleveraging seems almost complete at the individual level but corporates seem to start levering up again.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext