Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: J_Locke who wrote (70006)	9/20/2006 10:22:58 AM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

'The FCB's and carry traders are ultimately in control of the yield curve. It would be naive to think that the major players (Bank of Japan, People's Bank of China, Saudis) are not co-ordinating their activities with the fed.' I sense some blow up in the hedge fund world could result similar to what happened with natural gas and a quick move in long term interest rates as a result.

To: J_Locke who wrote (70006)	9/20/2006 11:57:01 AM
From: bart13	Respond to of 110194

The fed talked about manipulating the long end of the yield curve during the great 'deflation' scare of '02. They could easily buy 10 year treasuries through open market operations if they chose to. Thus far they have not chosen to. The raw evidence of SecLend operations shows otherwise: It would be naive to think that the major players (Bank of Japan, People's Bank of China, Saudis) are not co-ordinating their activities with the fed. And what have I said that makes you think I do not feel that way? The naivety of unproven or rash assumptions also exists.