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

To: ild who wrote (34688)	6/22/2005 11:13:13 AM
From: carranza2	Respond to of 110194

Another useful link: Related party trade stats for 2004. Could it be that the trade deficit figures are not affected by the weak dollar because of related parties being involved? To the extent that the deficit figures reflect increased economic activity between US-based related parties, could they reflect economic positives? census.gov

To: ild who wrote (34688)	6/22/2005 11:54:16 PM
From: ild	Read Replies (1) \| Respond to of 110194

Kasriel: Glut vs. Weaker Economy, or Glut and Weaker Economy? northerntrust.com

To: ild who wrote (34688)	8/6/2005 9:44:22 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

The big speculative grade spread contraction since the last rate hike, all right in the face of increasing evidence of a housing rollover, and even higher interest rates. Bizarre behavior, I think caused in part by carry trades using low interest currencies like the Yen and Euro. Speculative Grade Jun 30, 2005 396.5 Aug 03, 2005 339.1 www2.standardandpoors.com

To: ild who wrote (34688)	8/4/2006 7:58:43 AM
From: YanivBA	Read Replies (1) \| Respond to of 110194

S&P Credit Spreads charts: Notes: Compiled by me for the S&P data (see prior message #34688). Historical data before 6/29/04 was adjusted to fit with data after 6/29/04. If there is interest I can post short term updates. YanivBA.