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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Jon Koplik who wrote (7160)	7/12/2005 5:15:51 PM
From: John Pitera	Read Replies (1) \| Respond to of 33421

Hi Jon, I see that the UD Dollar has been having a broad based multi currency sell off the last few days. I believe that the entire US Dollar Index rally of 2005 has very possibly ended. We need to watch to see how intense the pressure becomes to uprwardly revalue the Chinese Yuan. The Insurance and the ReInsurance Industry is going to have further significant profitability and some solvency problems this year in my opinion. John

To: Jon Koplik who wrote (7160)	7/16/2005 5:37:38 AM
From: macavity	Read Replies (1) \| Respond to of 33421

"Most bond forecasters pay far too much attention to cyclical forces, while ignoring the big secular picture," I agree. The secular technical picture is bullish, and even the cyclical one is at the moment. For yields - quarterly charts are falling and Monthly MACD-Histo is declining. Yields may still have some way to go on the upside, but for $TNX we are now (just) overbought. I am looking at a bear cross (yields) in Daily MACD-Histo as a signal to buy bonds. -macavity