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

To: yard_man who wrote (1974)	3/13/2004 8:18:58 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 116555

In the current dispensation a strong dollar IS bearish for bonds in the very short term, for the same reason you gave just look at the past week, USD beating the carp out of EUR, AUD, GBP, CAD, NZD, etc. AT THE SAME TIME, USTs have BIGGEST RALLY IN TWO YEARS. It was a drop in the dollar that precipitated the bulk of the recent wave of buying actually, what precipitated the huge move starting on March 5 was the pathetic payroll figures. i think there's been a lot of short covering, plus convexity trades.