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Strategies & Market Trends : CFZ E-Wiggle Workspace -- Ignore unavailable to you. Want to Upgrade?

To: skinowski who wrote (40321)	8/5/2024 7:59:49 AM
From: robert b furman	Read Replies (1) \| Respond to of 41469

Good Morning SKI, Ed Yardeni (who I like) just said on Bloomberg that what we're seeing is the Japanese carry trade unwinding. He also said it is really hard to know who that is going to break. Not sure that's comforting. We should be looking for a corrective wave in equities and the real money being made is in volatility. That means it is more than likely too late. This last year I've been into Teasurys and CD's. Specifically the 2 year treasuries found on the secondary market. Over the last 45 days, JPM has been redeeming callable CD's. The basis points on the 2 year have gone down from a 4.70 60 days ago to today's 3.7 The acceleration has picked up amazingly in the last 4 days. I'm interested in what your trend analysis discipline is telling you. If you have a recent view on what you are watching. TIA and hold on this looks like a historic event on deck. Bob