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

To: GST who wrote (66216)7/16/2006 10:41:34 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
With a weak dollar expect both weak treasuries and weak bonds (and weak housing prices).

Housing soared like a rocket when the dollar fell.
It is having much more trouble with the $ acting reasonably well.

In fact equities have been negatively correlated to the dollar for quite some time.

Mish


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