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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 (7217)2/7/2004 12:56:23 PM
From: Jim Willie CB  Respond to of 110194
 
I believe the ultimate outcome of Treasurys will be stark

within 18 months, longterm end rises in yield
it is much more vulnerable to free market forces
sure, CB's use the 3-month TBills as cash
but the longterm holdings in reserves are largely higher yielding TENS and THIRTYS

within 18 months, Greeny will still have his thumb keeping down shorterm rates
but there is ample precedent for the 3-month TBill yield to move away from the Fed Funds target

I EXPECT VOLATILITY TO CREEP INTO THE TREASURYS IN 2004

too many opposing forces
/ jim



To: mishedlo who wrote (7217)2/7/2004 2:51:23 PM
From: Crimson Ghost  Respond to of 110194
 
Margin player crucifixtion is a certainty even if if the Fed never hikes rates again. The longer the delay till it happens, the worse it will be.


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