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This is true, mainly due the 3m OIS having reached 20bps. The actual libor-OIS spread is only up a bit. This is within my expectation that the new FF equilibrium is about 17-20bps, so I'm not concerned. Still I'm not willing to risk a long at ZQ at this point, will have to watch the EFF for a...

Paulson and Co might be interested in a GGP stake http://www.bloomberg.com/apps/news?pid=20601206&sid=aV4QrfJkFlr4

I was wrong, you better ask someone else

Bullard is yapping away again, I think he might join Hoenig this time, although that is not yet clear http://www.cnbc.com/id/35982130

Well, at least they ahead of MS and Greenlaw who cant understand the Fed

Hoenig, Lacker and Pianalto Speak About Fed Policy http://www.bloomberg.com/apps/news?pid=20601068&sid=aGDXkEhO2IrI

Buffett talking to students in 1996. 6 part series http://www.youtube.com/watch?v=uiyVx1zJ7kY

1)no, he would ask me to pay for his tip 2)It has but I dont have a brazilian broker. Still waiting for the CME-Bovespa integration to be avaliable at IB

By listening to southamerica you would think brazil is risk free http://www.bloomberg.com/apps/news?pid=20601087&sid=atEeJMtueoRk&pos=7

Whats so amusing, FOMC voter James Bullard is on the record saying it might be longer than that

Take a look at the CPI release. Good luck getting a fed hike with the yoy core CPI at a six year low. There wont be a fed hike this year and likely not one next year as well(MAYBE mid-late 2011)

I like IB. I only wish they would offer even more products/global markets

Here's a bone to the hawks :p "The core rate is up 1.3% in the past year, the smallest year-over-year increase in six years." http://www.marketwatch.com/story/us-consumer-price-index-unchanged-in-february-2010-03-18

Soros interview http://www.marketfolly.com/2010/03/george-soros-interview-at-hong-kong.html He goes a little bit on how to take advantage of bubbles

"Revalue your currency or face serious consequences"

The libor jump seems to be rooted in technical factors http://www.bloomberg.com/apps/news?pid=20601087&sid=aR3_xVepw4Y8&pos=2

0.20% EFF yesterday. April ZQ seems to expecting a 0.19% avg FF rate. that leaves a 5bps juice left in the Jul 2010 ZQ, thats too low for me to try to pick it up, specially given that the rate might avg something more than that

Furthermore if he is incorrect this means housing/credit will do badly, which means no fed hikes

I might buy more GGP depending on where this thing opens http://www.google.com.br/#hl=pt-BR&source=hp&q=Simon+Readies+New+Bid+for+GGP&btnG=Pesquisa+Google&meta=&aq=f&aqi=&aql=&oq=Simon+Readies+New+Bid+for+GGP&gs_rfai=&fp=caca21639b963da4 There will be a floor 'bid' of $15 by another company...

The first hike comes in Sep 21 at the earliest. The question is how till David Greenlaw says 'we are updating our view for a fed hike to the 4th quarter'