ajtj's Post-Lobotomy Market Charts and Thoughts Message Board

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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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To: ItsAllCyclical who wrote (82303)	10/22/2023 11:50:29 AM
From: Lee Lichterman III	2 Recommendations Recommended By ajtj99 Clam digger Read Replies (2) of 97817

I just can't see rates going much lower unless the equity markets crash and there's a massive flight to safety. (I think some of Friday's relief was a bit of that) Fiscal deficits are going to require at least 2 Trillion of new Treasury issuance (more if sleepy Joe keeps up his spending spree trend). Add on the election year buying of votes and we (along with the bond market) all know there's going to be a ton more of useless pork spending bills aimed at his voter base (criminals, illegals, liberals taking antipsychotic medication, debtors holding useless degrees etc) Japan is having to support it's currency so every time the yen nears 150, they're selling US Bonds. China has been selling them. The Fed isn't buying and letting expired ones roll off. That means we need probably 3 trillion of new buyers not counting whatever Ukraine/Israel and this weekend, maybe China -Phillipines off balance sheet supply. I just don't see any of this as bullish for bonds.

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