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

To: RodgerRafter who wrote (18817)	12/17/2004 12:03:17 AM
From: mishedlo	Respond to of 116555

I am still struggling with this I believe you mean 10-yr rate in the second line The Fed Funds rate had bottomed at 1.00% from June 03 to June 04. The Fed Funds rate had bottomed at 3.10% during June of 2003. No need to repost if that is it.

To: RodgerRafter who wrote (18817)	12/17/2004 9:32:07 AM
From: russwinter	Read Replies (3) \| Respond to of 116555

I'm trying to theorize about the extreme liquidity injections of 11-8 to 12-8. The footprints seem to lead to FNM. I think the Fed monetized a chunk of their portfolio, to allow them to put "lipstick on this pig" maybe adjust duration shorter, raise some capital. Now this week we see liquidity being withdrawn (note latest week), jessel.100megsfree3.com and a FNM purge is underway. marketwatch.com Today might be the key, will they do an injection, or just let things slide?