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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?

To: gregor_us who wrote (25427)12/11/2009 10:24:43 AM
From: Real Man  Read Replies (2) | Respond to of 71455
 
The treasury rates could move up as soon as QE stops.
The govt borrowing is being monetized, while cleaning
up the banking system's balance sheets at the same time.
The Fed monetizes the GSE MBS, while banks sell MBS to
the Fed and buy treasuries to replace them.

The Fed resists the auditing of the process -g-

Then again, who said the monetization will ever stop?
Not me. Can't do it.



To: gregor_us who wrote (25427)12/11/2009 10:45:51 AM
From: ggersh  Read Replies (1) | Respond to of 71455
 
I agree. I've always thought that the Treasuries are key. We all

know the fundamentals, but is the Dollar rise a result of

treasury sell-off or vice versa? Does it really matter? Either

way, the story has already been written. Weeks as in first

week or two of next year, IMO


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