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

To: Knighty Tin who wrote (31920)	5/6/2005 9:17:51 AM
From: Tommaso	Read Replies (2) \| Respond to of 110194

>>> bond prices take a dive.<<< I think that the shortage of 30-year treasuries has kept their prices up. State and municipal pension funds tend to commit a certain percentage of their assets to long treasuries as a matter of policy, maybe in some cases, a matter of law. When the new 30-year issues come out, and if the Fed keeps up this plodding series of interest rate rises on the short end, demand may slacken a little, rates will rise, and prices drop. I am just suggesting that this could happen as well as the unwinding of the carry trade that you see. Is there any set of statistics that shows exactly who is holding the long bonds? The government has to know since they send out the interest payments.

To: Knighty Tin who wrote (31920)	5/9/2005 3:36:43 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 110194

US is exporting so much inflation and exporting so many jobs that I do not expect ANY price inflation inside the USA I mean systemic rising prices everywhere except in the cost of building materials, industrial metals, food, plastic, steel but not in end products sure, we will see rising services prices aint gonna show up in wages or imported finished Asian products our policies are engineering a grand phenomenon whereby we export inflation, debt, and jobs but then import deflation from Asia after its roundtrip this concept confuses the hell out of economists, who have their heads up their asses reading USGovt statistics / jim