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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 (78894)2/12/2007 12:41:36 PM
From: Mike Johnston  Respond to of 110194
 
So long term rates should go up even if the US consumer goes into hibernation and a global recession results?

I am not making that call, just considering it as a possibility, since FCB's would disappear as heavy buyers of US bonds and they have been setting the prices at the margin on US debt.



To: John Vosilla who wrote (78894)2/12/2007 11:29:31 PM
From: Broward Horne  Read Replies (1) | Respond to of 110194
 
Long-term 30-year mortgage rates have been rising since 2003, but most people don't realize it. That's why houses were funded with increasing amounts of short money (option ARMs) for the past three years.

The longer that we don't see a new bottom, the more likely it is that we've entered a long-term cycle of rising rates.

realmeme.com



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