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

To: gregor_us who wrote (17707)	12/5/2004 7:03:23 PM
From: NOW	Read Replies (1) \| Respond to of 116555

“Imagine that tomorrow people hear, ‘Hey, Japan has decided to divert from US dollars to euros,’” Asakawa said, spinning a cautionary scenario. “That would create a hugely undesirable impact on the US Treasury market, and we have no intention at all to make an unfortunate impact on the US Treasury market.” intersting he is saying that: is he threatening that actually?

To: gregor_us who wrote (17707)	12/5/2004 8:54:10 PM
From: CalculatedRisk	Respond to of 116555

Bingo! "... what has changed in my viewpoint is that I now believe Treasury Bond Yields will rise in this environment. Yes, they will rise in a deflationary environment because we are not in control of our bond market. The world is. I changed positions last week and came to essentially the same conclusion: "OK, I have been a bond bull (or neutral) for most of this year. I am officially a bond bear now. I think we will see both a weakening economy and rising interest rates ..." Message 20813328