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

To: Hawkmoon who wrote (100511)12/27/2008 8:06:12 AM
From: carranza2  Read Replies (1) | Respond to of 110194
 
Thus, I can hardly see how bond yields will increase if even MORE scared capital can't find yields in equities

Because the panic will end and/or investors will tire of the present paltry yields in government securities [they are negative when you consider inflation] and will look elsewhere for higher returns. This will take place at about the same time that the funding needs of the government will skyrocket.



To: Hawkmoon who wrote (100511)12/27/2008 12:12:57 PM
From: Jim Fleming  Read Replies (1) | Respond to of 110194
 
Hawkmoon re interest rates

I don't disagree with your opinion on the demand for safety being a factor in the market but I think we will have a massive tug of war between the need for return and caution with a significant move out of Treasuries starting shortly. If things are as bad as I think, a move out of Treasuries might be a big mistake.

Jim F


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