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Politics : Idea Of The Day
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To: IQBAL LATIF who wrote (16139)1/5/1998 8:34:00 AM
From: IQBAL LATIF  Read Replies (2) of 50167
 
Bond trading and about to take out 122,10 historical all time high on TB prices- watch out for technical correction and a retracement - expect this from 122,28 back to 119,16 - Economic numbers become more important we could ignore NAPM softness and move higher but watch out if we get stream of weak numbers we may have a good trade on down side- match your trade with economic calender of briefing com.

Bond strength will only continue if numbers indicate a slow down but some where this relationship of equity and bond rally will give up- equities cannot keep rallying on stream of sotening numbers somewhere we will have some smart guy will errorneously call for 'profit growth' slow down and we may see market opening limit lower. We need strong numbers with bonds softening and market taking out new highs as pundits wake up to the fact that bond yields minus dividend yields are forming a pattern which has inevitably resulted in rallies 7 out of 10 times-

I hope this basic contradiction will soon be over as numbers come strong bond retreats a bit and market appreciates the new long bond yield curve. Equity market has not fully priced the move up from 6.25 to 5.75- even if we go back to 6 we have a good room for rally. I hope I am clear.
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