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

To: mishedlo who wrote (30562)	5/21/2005 11:24:23 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 116555

RE:"For the first time in practically forever I am no longer bullish on treasuries. I am not bearish just not bullish." Sounds like a shift in sentiment. Means a lot if the FED does that.

To: mishedlo who wrote (30562)	5/22/2005 7:27:41 AM
From: Crimson Ghost	Respond to of 116555

Seems to me that the markets have become much more anticipatory these days with the rise of the hedge fund industry and financial speculation in general. Massive T bond purchases by foreign CBs has further altered Treasury bond market dynamics as has the massive leveraging of the economy In past cycles, bond yields generally did not come down much until AFTER a Fed tightening campaign triggered economic weakness. Very different from the current cycle to put it mildly.