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

To: Wyätt Gwyön who wrote (3645)	12/19/2003 12:26:07 PM
From: mishedlo	Read Replies (2) \| Respond to of 110194

foreign bonds. Ugh. Let's consider the possibilities If foreigh interest rates are headed lower (and I think they are) will that be enough of a hedge against a rising US$. Otherwise the only hedge is buying US$ calls vs the country you have bonds in, or puts on the actual currency itself. Not sure it is worth it. Currency calls are pretty expensive IMO. If you think we are in for a big rally in the US$ then the safest play is to just get out. How about rolling over some of those foreign bonds into eurodollars? M