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


To: booyaka who wrote (62277)5/30/2006 11:34:52 PM
From: UncleBigs  Respond to of 110194
 
right, I think it will unwind but I don't think it will be higher Japanese interest rates that is the trigger.

It might be a deteriorating U.S. economy that causes risk aversion and decreasing leverage.

Once de-leveraging gets a head of steam, it will be a race to the exit door.