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

To: Tommaso who wrote (82344)6/2/2007 10:50:52 AM
From: Crimson Ghost  Read Replies (1) | Respond to of 110194
 
Bond yields have remained low much longer than usual in this cycle because of the huge volume of price-insensitive purchases by China and Japan.

But all good things come to an end or perhaps we have reached the point where even huge Chinese and Japanese purchases can no longer keep yields artificially depressed -- or at least not as artificially depressed as before.

I expect bond yields to continue trending higher --with occasional brief interruptions -- until global stock markets correct in a serious way.



To: Tommaso who wrote (82344)6/2/2007 2:08:33 PM
From: John Vosilla  Read Replies (1) | Respond to of 110194
 
'If you expect inflation, you emphatically do not want to be in bonds, at least nothing with a maturity longer than a two or three years. So there is some kind of disconnect in Gross's head.'

Is it possible he has not lost his mind and is involved in an elaborate pump and dump scheme as he quietly has exited long term treasury bonds at favorable prices the past couple of years?


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