Bonds Behaving Short

Risk is Fed will try to talk benchmark rates down with their comments.

Fed's job becomes harder managing inflation/dollar consumer spending. If interest rates backup on the ten year. They will not give signals for a hawkish stance.

The blow from housing is softer when the ten year yields are better managed since lots of ARM's are online. The FED will try to curtail interest rate rises.

Money should flow back into ten year, to test 4.4% again. This should support equities/economy. Gold should pop up with less hawkish stance.
 
big bets?

the fat thumbs cant afford to let the 10 year migrate out of the 4.5 - 5.0 channel or the currency market does a 3 sigma....

give me back the '80's and 120 tick weekly swings...them was the days
 
Back
Top