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

To: UncleBigs who wrote (64098)6/19/2006 1:25:06 PM
From: gregor_us  Read Replies (1) | Respond to of 110194
 
With that Homebuilder Index Coming in as it Did, and these

Fisher comments, it's a good day to look for signs that the petite strengthening trend in the USD is coming to an end. T-Bond action is trickier here.

LP



To: UncleBigs who wrote (64098)6/19/2006 1:26:06 PM
From: John Vosilla  Respond to of 110194
 
'Stock market won't like this. Arm borrowers are thoroughly screwed'

Why is it happening on the heels of the dismal report of homebuilders?

Perhaps the fear the fed won't be able to go as far and will have really let inflation out of the genie bottle once and for all IMHO.



To: UncleBigs who wrote (64098)6/19/2006 2:03:04 PM
From: russwinter  Respond to of 110194
 
If it wasn't for the completely bizarre credit and duration spreads caused by FCBs love of risky reserve holdings, one could almost say the era of cheap rates and easy money was over. But the 5 year agency note/6 month T-bill spread is now only 22 basis points. 2 year treasuries/agencies are only 27 bp. I sure can't see how anybody can leverage using repo and Libor rates into these?
rbsgc.com


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