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

To: mishedlo who wrote (4683)	4/19/2004 11:59:46 PM
From: gregor_us	Read Replies (1) \| Respond to of 116555

Resolved: The Crowd is Convinced A.G. To Prepare Pathway for higher interest rates in his appearances Tuesday and Wednesday, 20/21 APR 2004. That is hysterical. If A.G. actually does this then I will know for sure he is a complete Nutter, having come this far already on the wings of his Reflation Theory--only to flush it down the toilet. Less broadly, the parade of Fed Officials last week told us everything we need to know. It was a grand, unified message: No rate hikes. But I swear to god the popular press and every regional bank Economist from Pittsburgh to Phoenix is 100% convinced that A.G. will fire a shot this week. >Max Smirk<

To: mishedlo who wrote (4683)	4/20/2004 12:09:15 AM
From: gregor_us	Read Replies (8) \| Respond to of 116555

NZ GOV Bonds Are Not Responding to US Fed Fear. I don't watch the NZ Gov bond yields every day, but I do keep my out weekly for the chance to buy more--or sell at rich premium. The NZ GOV Bonds over the past 18 months have been pretty darn responsive to US Fed Policy and Economic Outlook--as they have blended in local conditions. I see little to no response this week to Fed Fears. www1.asbbank.co.nz I might buy some of the 15 FEB 2006 GOV Bond if it moved back to par, from its current quote around 102.00 Regards, LP