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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: regli who wrote (46156)2/9/2006 4:23:40 PM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
From Heinz:
when the BoJ announced yesterday it would hold fast to its ZIRP , the whole enchilada went the other way again.
however, this was a clear warning shot w.r.t. the carry trade and commodities.



To: regli who wrote (46156)2/9/2006 4:45:46 PM
From: mishedlo  Respond to of 116555
 
US 30-YEAR BONDS: 4.530%; 51.17% At High
Message 22150396

One hell of a yield curve
5 and dime spread is now zero
bloomberg.com



To: regli who wrote (46156)2/9/2006 8:59:40 PM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 116555
 
Fellow on RobTv recently said the commodity boom and gold boom are all monetary events... watch out when Japan tightens... Thye are liquifying the world.. Supply and demand as in Don Coxe view is irrelevant...
robtv.com
see Brian Acker 12:30PM