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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (1251)	5/15/2014 6:49:28 PM
From: CrashDavis	Read Replies (2) \| Respond to of 26586

Kirk, Those numbers look about right to me. Using the figures at this link, it looks like inflation started to perk up a little bit in November quandl.com --------------- I've been trying to figure out this bond market. Gotta admit I've been surprised by the power of the rally in fixed income. I can't tell how much is outright buying of US paper and how much is spread trading - i.e. buying treasuries and selling (overvalued?) European bonds. I wish I had a better understanding of the EU money markets. I thought the excerpts below are of interest, in a piece i read today. Something is going on with the EU. Just not sure what traderdannorcini.blogspot.com "The chatter going around is that Belgium is taking up the slack in Treasury buying brought about by the Fed's tapering program. Belgium holdings are at $381.4 billion compared to last year's 188.4 billion, an increase of $193 billion. That is a big increase over the last year. " and "But the fact that it is Belgium, the headquarters of the European Union doing the buying is interesting. That is because the various European nations, Germany, France, Italy, etc. that make up the EU are listed separately. We can speculate what is going on with that but one thing that I am wondering is whether or not the ECB might be buying US Treasuries as a way to undermine some of the stubborn strength that has been seen in the Euro. Back in March of this year, the Euro was quite strong, trading near the 1.39 level for some time that month. I am only guessing as I have no proof whatsoever, but it is no secret that many European based political and monetary leaders do not want a strong Euro. Perhaps, that Treasury buying has been to derail some of the Euro's strength in relation to the US Dollar. I simply do not know but the fact that ECB President Mario Draghi felt compelled to talk down the Euro last week is rather revealing if you ask me. "