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

To: NOW who wrote (26094)2/8/2005 10:54:29 PM
From: Crimson Ghost  Respond to of 110194
 
That makes much more sense than the argument that the 30-year is rallying because of deflation fears.



To: NOW who wrote (26094)2/8/2005 10:55:24 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
not likely
they would be in 10-yr and swaps.
more so the latter
We are also near but not at a refi trigger point.
3.92 is the generally accepted number where refis might start to kick in again

Mish



To: NOW who wrote (26094)2/8/2005 11:05:05 PM
From: FiveFour  Respond to of 110194
 
Paired trade anyone?


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