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


To: kailuabruddah who wrote (29798)3/31/2005 5:50:12 PM
From: ild  Read Replies (2) | Respond to of 110194
 
<<<Predictions regarding Friday's jobs numbers...>>>

Where under your scenarios do you see financials?



To: kailuabruddah who wrote (29798)3/31/2005 6:54:17 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
Here are mine
My 2 cents...

If job # = expected #:
Modest RALLY to in bonds
Modest rally in most stocks
Modest rally in RE plays, energy/commodity plays and Bully stocks

If job # higher than expected #:
Bonds flat to slightly negative
RE plays and Bully stocks gap and give it up
Energy/commodity plays mixed

If job # way higher than expected #:
Bonds down big but not enormous
RE plays and Bully stocks gap and crap badly
Energy/commodity plays mixed

If job # lower than expected #:
Big Bond Rally
RE plays and Bully stocks gap lower but finish up
Energy/commodity plays sell-off

If job # way lower than expected #:
Huge Bond Rally
RE plays and Bully stocks modest rally
Energy/commodity plays sell-off

Something like that.
It will take an enormous number to rout bonds IMO as expectations are high

Mish