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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (2618)11/25/2003 4:18:27 PM
From: russwinter  Respond to of 110194
 
It's interesting to see how the commercials have been lined up on rates. They have large shorts on maturities up to five years, and a big long position on the 10 years. This would seem to suggest that they see the spread between short and longer maturities narrowing, but not really increasing on the longer end. And that's exactly what has been gradually happening. I wonder what the BOJ prefers to buy, as they make the market? I'd almost guess ten year.:

10 year/ 2year/ spread
9-19 4.34% 1.69% 265
11-7 4.43% 1.99% 244
11-25 4.18% 1.82% 236

bondtalk.com



To: mishedlo who wrote (2618)11/25/2003 5:58:18 PM
From: Crimson Ghost  Read Replies (1) | Respond to of 110194
 
My junk bond fund made another new high today. Not much chance of a significant stock market correction as long as junk bonds are acting so well. And in addition to acting well there is very little volatility in junk funds these days. Much less than in long-term treasuries.


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