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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 (5931)5/9/2004 6:08:24 PM
From: marginmike  Read Replies (1) | Respond to of 116555
 
Interesting point to ponder. The COT are long a huge amount of Eurodollars and TNX and short every comodity. Seems they are betting on deflation. Also small specs are hugly negative on yields toboot. This is all quite bullish for rates. IMHO



To: yard_man who wrote (5931)5/9/2004 9:09:36 PM
From: NOW  Read Replies (2) | Respond to of 116555
 
at that point the dollar should fall right? since that kind of a hike would slow our econommy to a standstill and would be discounted. or perhpas that discountinng would take time. this is all so difficult. lets just default and get on with it already. how tiresome.