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Are the curbs going to actually work?

Wow. The day finally arrived. I think we are in for a perfect storm. The rise in rates is also going to cause problems in the carrry trade. Notice the yen is holding its own.

Can someone tell me if the huge widening in swaps is effecting corporates or cds spreads? I dont have a bloomie in front of me.

How do those the global housing situation resolve itself? Are countries going to be left with tons of excess capacity that can never be worked off and in instead sits are rots? Or will eventually price breaks work off inventory?

There will probably be more jobs lost due to MA and PE than outsourcing. And it doesn't matter whether its happening or not. Perception is reality and reality is that a lot Americans are not happy about something. The presidents approval rating wouldn't be so low and the dems would not have...

Hopefully something is going to change. I'm so tired of watching low yields, carry trades that never seem to get pummeled, and a bulletproof stockmarket. I'm amazed how entrenched the current global financial system has become. Much of which can be explained by governments, not the private...

Doesn't it depend on the market circumstances. We have only seen a month or two when quant strategies go bad. And these are very market friendly conditions.

don't think so. Volume is horrible.

good post futuresscalper.

Volume just died.

trade ideas

Its obvious CB's have created a monetary and credit monster. Only thing that is going to keep it going is continous explosive credit growth.

I don't think we are going to know the answer until there is a sudden is move in some currencies around the world. Right now the price keeping operations are in full force. It won't be until one of the major players gets overwhelmed and has to break rank. There is some evidence that the gulf...

Thanks to the genius nations that have no growth model other than export stuff to the US consumer every country wants to devaule faster than the dollar. Weak currencies are great for exports, just as Japan and China. The problem is that the US consumer is finally slowing and may slow for a...

breadth has been narrowing for two months. we are topping.

It seems like everything is going parabolic.

Its typical greedy wallstreet bullsh%t. If its a threat and we aren't making money from it then we are going straight to the justice department.

There is no doubt it would cause problems, but won't it burst anyway? Releasing all this "liquidity" is just turning perfectly run corporations into the housing market. Highly leveraged and prone to a huge collapse. At some point the private sector will refuse to take on more risk. Then...

Yep and the ballon just gets bigger. The global economy can't be run with centrally planned east economies and everyone else operating on a liberal set of market rules.

Inflate or die. There is no other way to keep this game going.