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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Robert Rose who wrote (23899)	8/26/1999 11:35:00 AM
From: pater tenebrarum	Read Replies (2) \| Respond to of 99985

Robert, i know that japanese institutions hold about 1/3 of all U.S. treasury bonds and about 10% of all stocks. i have no precise data on European exposure, but i know it is big. European institutions are heavily overweight U.S. equities, some 55% of their portfolios on average. they have been net sellers of bonds however this year. the fact that Europeans have bought U.S. equities at a record pace earlier this year is btw a warning sign...they are traditionally late to the party. regards, hb