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

To: shades who wrote (65050)	7/1/2006 1:38:53 AM
From: ild	Respond to of 110194

Latest Don Coxe's call. bmoharrisprivatebanking.com He thinks Japan will continue draining liquidity. MP3 is here idorfman.com

To: shades who wrote (65050)	7/1/2006 11:37:13 AM
From: russwinter	Respond to of 110194

Commercial and industrial loans reached their highest level ever two weeks ago, up $133 billion, or 13%, from a year ago to $1.126 trillion. Bank credit also reached an all-time high two weeks ago, at $7.940 trillion, up $723 billion, or about 10%, versus a year earlier> Financial CP rates on three month paper is about 5.35% now, as is most bank credit. What are they going to use that kind of borrowing for, teaser mortgages, or even 30 year mortgages at 6.75%? Very risk spreads, and almost a blind bet that rates will go back down. They've been wrong all year.