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


To: ild who wrote (8752)2/26/2004 6:50:46 PM
From: CalculatedRisk  Respond to of 110194
 
Nice discussion of housing in that article too.

northerntrust.com



To: ild who wrote (8752)2/26/2004 7:12:27 PM
From: mishedlo  Respond to of 110194
 
great post
Mish



To: ild who wrote (8752)2/26/2004 7:17:40 PM
From: russwinter  Read Replies (1) | Respond to of 110194
 
Tiny little inflow into funds this week, must be those friggin food and energy bills. Tom (Loantech), are you buying food instead of stocks, my man? $1.4 billion to domestic funds. How are they keeping this thing levitated? Volume last two days on NASDAQ near the lowest in 52 weeks: 1,713 and 1,725 billion, range has been 1,630-2,698 billion. Ameritrade crowd used the first sign of strength to sell yesterday , only about one third of trades were buys. Toppy looking I'd say, short right at the middle of that BB, about 16.20?
stockcharts.com[l,a]daclniay[pd20,2!b50][vc60][iUb14!Lc20]&pref=G

Flows: Feb 25
Independent Data on Fund Flows & Holdings

Equity funds report net cash inflows totaling $2.5 billion for the week ended February with 55% going to funds investing in Domestic Equities ($1.4 Bil);

Small Cap Growth funds report the first outflows (-$322 mil) since the week ended 10/1/03;

Sectors reporting consecutive weeks of inflows are Real Estate (9), Healthcare/Biotech (6) and Financial/Banking (5);

International Equity funds report inflows to all Developed and Emerging regions except Latin America;

Taxable Bond funds reort net cash inflows of $546 million with most going to Flexible funds ($392 mil) and Investment Grade Corporate Bond funds ($239 million);
High Yield Corporate Bond funds report outflows totaling -$392 million while Emerging Markets Debt funds report outflows of -$22.5 million;

Money Market funds report outflows totaling -$10.1 Bil;

Municipal Bond funds report net cash inflows of $63 million.