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

To: John Vosilla who wrote (69926)	9/19/2006 12:22:38 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

Mish I think you have way too many followers in the bond pits and foreign holders of all this debt these days willing to take the 4.7% over 10 yrs cause they've been spooked by your deflation call<g> LOL - Thanks By the way, check this out PPI bls.gov Check out the first table. For the last 4 months running intermediate PPI is way higher than final PPI. It is very difficult passing cost increases on. I do not believe there is any other valid way of looking at it. One more thing Did you see this: Capital flows into the United States fell sharply in July, the Treasury Department reported Monday. marketwatch.com Net capital flows into the United States fell to $32.9 billion in July from $75.1 billion in June. This amounted to the lowest for monthly capital inflows since May 2005. The decline was led by private foreign investors, who bought $31.8 billion in Treasury bonds and notes, down from $82.4 billion in June. This was also the lowest amount of purchases since May 2005. I seem to recall numerous predictions from about everyone that treasuries would sink if foreigners backed off. Care to explain this? Mish