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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 (34798)6/26/2005 2:07:06 PM
From: mishedlo  Read Replies (3) | Respond to of 110194
 
what am I supposed to open that Don Coxe document with?

Mish



To: ild who wrote (34798)6/26/2005 3:21:36 PM
From: russwinter  Read Replies (2) | Respond to of 110194
 
Interesting how Coxe points to cross border carry trade (*)as a partial explanation of the latest sub 4% note:

(*) short Eurobonds, buy US ten years for yield differential and currency gain as Euro sinks.