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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (1043)	3/2/2004 3:34:12 PM
From: mishedlo	Read Replies (1) \| Respond to of 116555

I wonder if Fed hikes, based on assumed job increases the fact that he holds rates fixed tells me two things Be serious. The FED is not hiking. It will take at least 3 months of good jobs data IMO for that to happen. However market perceptions will drive futures. I took off the last 4 futures I added for break even (sigh). I had gains but let them slip away. Still holding tons of euribor short puts and calls as well as eurodollar puts (OOTM primarily), so taking by futures off I can weather out a storm if one brews over the next week. On Friday we see jobs numbers and if they suck I will be an agressive buyer. If not, I will be glad I lightened up. Mish