SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: JRI who wrote (110246)3/21/1999 9:49:00 AM
From: Lee  Respond to of 176387
 
Hi John,..Re:.What are your thoughts about the bond market over the next 4-6 weeks

John, I generally agree with your assessment; however, have some reservations because of all the things that could affect a bond rally.

Dollar needs to stay strong, (Rubin not retiring, nor Greenspan) and the Japanese need to keep their rates low to try to stimulate some inflation again. Their market might be putting in a bottom too which would build confidence and help get demand jump-started.

tfc-charts.w2d.com

tfc-charts.w2d.com

Additionally, we have to be aware that the grains might have put in a multi-year bottom and if demand picks up in SE Asia, then commodity prices are not going to be so tame as in the last several years.

tfc-charts.w2d.com

tfc-charts.w2d.com
tfc-charts.w2d.com
tfc-charts.w2d.com

Finally, crude prices, although rallying lately on the hope that OPEC will stick to it's quotas are not going to get any big push higher until significant demand has returned. INHO. <g>

Of course another country crisis similar to Russia, SE Asia or Brazil could push our rates back toward the 4.7% fairly quickly too. Wish I had a better crystal ball! <g>

Regards,

Lee