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

To: philv who wrote (4331)	1/3/2004 10:20:40 PM
From: mishedlo	Respond to of 110194

Pretty sweet deal for the US. If I could pull something like that off, I would be bragging. Damn right Every country in the world wants to debase their currency against the US $. M

To: philv who wrote (4331)	1/4/2004 7:38:33 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

Great find. Going to the lab tools section (at header of thread) as: treas.gov Actually take a look at net treasury bond holdings from August-October. The only buyer of consequence is Japan (Taiwan and Korea a little). They've bought 37.2B, and the rest of the foreign community were net SELLERS of 29.9B. China has bought nothing new since July. And since October China has announced that they are using reserves to boost strategic reserves in oil, metals, and probably soon food. "Caribbean Banking Centers" (off shore hedge funds) were big sellers in October, and are down 10.4B since July. Look at the European countries, almost all net sellers. Scan the agency transactions: treas.gov Foreign official insitutions (central banks) have had to take 42.6% of the total agencies bought by foreigners(6,425B of 15,069B) from August-October. Private foreign appetite for corporate bonds seems to be running unabated: treas.gov

To: philv who wrote (4331)	1/4/2004 9:03:09 AM
From: Haim R. Branisteanu	Respond to of 110194

Find most interesting that France does not buy US securities ... only sold during 2003 ........ seems like real ill will

To: philv who wrote (4331)	1/4/2004 10:48:02 AM
From: russwinter	Respond to of 110194

Key foreign country involvement in agency market, treas.gov country code: treas.gov Rather erratic, came back in October, but no guarantees that they'll stick around that I can see. Japan was totally absent during August-Sept. Taiwan's been a key buyer of 2.354B. : Japan: 08-03: -2,637B 09-03 -581 10-03 +3,370 Mainland China: 08-03: +2,694 B 09-03: -925 10-03: +1,118 Hong Kong: 08-03: +736 09-03: +220 10-03: +815 Taiwan: 08-03: +532 09-03: +1.148 10-03: +674 Caribbean banking centers: 08-03: +5,578 09-03: -8.690 10-03: +964