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

To: mishedlo who wrote (44351)10/27/2005 9:08:18 AM
From: russwinter  Read Replies (1) | Respond to of 110194
 
Hedging unwinds may be playing a role here, but the big story as I keep repeating are the FCBs. If the US can't get an average of $5 billion a week from them, then rates will continue to rise, until there is a monster slowdown that removes the credit demand. If the FCBs are as flat as they've been over the last two months, even a billion a week in passes (monetizing) from the Fed won't matter.



To: mishedlo who wrote (44351)10/27/2005 10:48:30 AM
From: Win-Lose-Draw  Read Replies (1) | Respond to of 110194
 
Like I said, differences are what make a market, I'm not going to belabour this with "he said, she said". What your sources suggest doesn't fit the reality of hedging nor the reality of how Treasury prices move, and there really isn't else I can add.

Good luck.


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