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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?


To: llap who wrote (28832)2/1/2012 1:22:44 PM
From: GROUND ZERO™  Respond to of 222809
 
That's an excellent article, it says it all... here's the bottom line from that article:

Therefore, growth—even the modest growth that we have seen during this tepid recovery—ultimately presents the biggest threat to the Treasury market. The more time that passes without a calamity, the more upward pressure there will be on Treasury yields, since the rationale for their purchase—to avoid a calamity—will be slowly evaporating.

Meanwhile, at some point the bonds will be the trade of the month... on another note here, I just went short the dollar today, it may see a little late, but I'm first getting some legitimate longer term confirmation that a top may actually be in place finally for the U.S. Dollar...

GZ



To: llap who wrote (28832)2/2/2012 9:38:56 PM
From: Hawkmoon  Respond to of 222809
 
Remember that in the bond market, the Fed is fueling it with 1/4 percent Fed Funds.. So the banks are recapitalizing themselves by purchasing T Bills, despite their low yields. It's still a nice profit from the perspective of the TBTF banks.

And apparently they still need the assist from the Fed..

Hawk