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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 (76062)12/19/2006 11:03:03 AM
From: John Vosilla  Respond to of 110194
 
Amazing US long term treasuries unchanged today on two major news events..



To: GST who wrote (76062)12/19/2006 11:07:43 AM
From: jimmg  Read Replies (1) | Respond to of 110194
 
I don't think the Fed cares about Thailand alone and I wouldn't conclude that Thailand is an indicator of a larger systemic issue at this point.

If there was truly a dollar run, you would see long bond yields spike, credit spreads widen, yen and swiss franc appreciate substantially, domestic bank stocks plunge, etc.

We aren't seeing those things at all.