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

To: rubed who wrote (10789)	3/24/2004 11:10:24 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 110194

Fed has painted itself into a corner bond speculation with futures contract leverage and yield carry trades are all powerfully locked into the current equations that the Fed will fight tooth and nail not to let rates rise GreenMan issued a loose warning last month on the matter then you have all the corporate rate swaps they too have locked themselves in a closet a rise in rates will badly affect corp debt carrying costs these forces are critically characteristic of the slow motion movement into the Liquidity Trap with rates dropping, economy slowing, rising commodity prices hitting profit margins and household spending, layoffs hitting hard and will continue to hit hard Greeny represents the banks he now advocates mortgage holders to pursue adjustables that would let the bankers off the hook and render homeowners to carry the rate risk Kramer has very little understanding of anything which appears on this post / jim