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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 (37244)7/29/2005 10:21:10 AM
From: Crimson Ghost  Respond to of 110194
 
Note that Andy Xie agrees with the idea that the bond market is supporting the equity markets -- a point I have made many times.
And no stock market drop will carry very far as long as bond yields plunge at the slightest sign of weakness in the economy or equity markets.

Low bond yields reflect massive excess liquidity -- nothing more and nothing less.



To: ild who wrote (37244)7/29/2005 11:17:32 AM
From: mishedlo  Respond to of 110194
 
That sounds very much like what I wrote last week comparing Japan to the US.

With exactly the same conclusion too.

Mish



To: ild who wrote (37244)7/29/2005 11:34:23 AM
From: mishedlo  Respond to of 110194
 
Global: Four-Four-Two
Joachim Fels (London)

Is interesting as well.
morganstanley.com


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