Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: russwinter who wrote (26412)	2/14/2005 3:05:31 PM
From: Taikun	Read Replies (2) \| Respond to of 110194

Russ, This last chart: financialsense.com Would 'Fed liquid assets' be impacted by repatriations of Eurodollars? The two other Fed charts I posted showed increasing liquidity, this one is decreasing. Any idea why the difference? TIA David

To: russwinter who wrote (26412)	2/14/2005 3:08:56 PM
From: CalculatedRisk	Read Replies (1) \| Respond to of 110194

For those interested in Roubini/Setser's paper: "Will the Bretton Woods 2 Regime Unravel Soon? The Risk of a Hard Landing in 2005-2006" stern.nyu.edu Dr. Setser posted some comments today: roubiniglobal.com General Glut has an excellent analysis of the paper: globblog.blogspot.com I also posted "Do Foreign CBs distort the Treasury Yield?" calculatedrisk.blogspot.com I've asked Setser how they arrived at their estimate that foreign CB purchasing has reduced American bond yields by 200 bps. I will post his answer ... ALSO: I asked the General about his assertion that Japan is not sterilizing their debt. I suggested that Japan was not sterilizing last year: Message 19939130 But Darffot argued I was wrong: Message 19939961 That would make a HUGE difference if Japan was not sterilizing.