SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (6530)1/30/2004 12:10:24 PM
From: yard_man  Read Replies (1) | Respond to of 110194
 
have you seen that 3rd quarter about face they did on agency debt -- foreigners sold it heavily whereas they had been buyers before that -- it seems that commercial banks offloaded a bunch as well -- GSE's bought all that up -- and MORE??



To: russwinter who wrote (6530)1/30/2004 8:42:07 PM
From: eddieww  Respond to of 110194
 
Sustainable? Maybe, maybe not. Their printing presses are at least as good as Bernankaput's, and their economy has been mired in a deflationary cycle for a long time. If you push hard and fast enough on a string you can catapult it across the room.

morganstanley.com