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

To: robert b furman who wrote (54175)	9/2/2013 11:18:23 AM
From: Justinfo	Read Replies (1) \| Respond to of 222294

Hi Bob, The QE1/2 being short term makes so much sense wrt rates. How much of the EEM pain is carry trade vs. rates? Any clues? I can't tell how to evaluate rising rates vs carry trade blow ups in eem's. Agreed with 08 debt extension, deleveraging seems almost complete at the individual level but corporates seem to start levering up again.