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

To: Perspective who wrote (69275)	9/2/2006 9:56:36 AM
From: russwinter	Respond to of 110194

Commercials are the smart money. The timing of a break is uncertain, but what this lopsided positioning tells you is that it could be violent when it occurs.

To: Perspective who wrote (69275)	9/2/2006 11:32:40 AM
From: Arran Yuan	Read Replies (2) \| Respond to of 110194

The other interpretation is that they think BoJ is done with raising, while BBB may consider resuming cutting early in 2007?

To: Perspective who wrote (69275)	9/2/2006 6:14:23 PM
From: ild	Read Replies (1) \| Respond to of 110194

<<<So, why are they doing that now? Convinced that the Fed is done, the recession is on, and yields have nowhere to go but down now?>>> Who are "they"? Commercials or big specs? Commercials are currently betting that the yields will go up.