'economy may be stronger then we think' Bernanke today.
Bonds Behaving Short
- Thread starter Spectre2007
- Start date
http://www.wtopnews.com/?nid=111&sid=1058118
Bies resignation caused a uptick in rates. She is do to speak on tuesday. Bush will have the opp to appoint someone inflationary.
Bies resignation caused a uptick in rates. She is do to speak on tuesday. Bush will have the opp to appoint someone inflationary.
http://www.bloomberg.com/apps/news?pid=20601087&sid=azXzNPjGiaCs&refer=home
looks like fed is backtracking.... no easing anytime soon.
looks like fed is backtracking.... no easing anytime soon.
higher risks are anticipated as the march 20 fomc meeting appoaches. The FED will reiterate its inflation/hawk bias. Still lots of room for movement to run stops on the preemptive shorts. But as the FOMC meeting approaches rates will uptick.
http://finance.yahoo.com/q/bc?s=^TNX&t=my&l=off&z=l&q=l&c=
if you look at this chart closely, the trading pattern has shifted historically...
if you look at this chart closely, the trading pattern has shifted historically...
trendline channel of 10year notes.
http://www.bloomberg.com/apps/news?pid=20601087&sid=aUarSsJsB9gY&refer=home
I think a similar article was posted in Wallst. News.., but the models looking at everything.. higher rates are unavoidable. Inflation will get out of hand and the feds hands will be tied, since Bernanke's thesis was on avoiding another Great Depression style collapse of the financial system. Instead we will have hyperinflation, and Gold will rocket up, as will other commodities.
the dollar a fiat of paper currency will lose value, and whatever returns you have in bonds will be eroded from loss in value on the underlying, which cause hedging pressure, and the bond market pressures currency markets for dollar bearish trades.
I think a similar article was posted in Wallst. News.., but the models looking at everything.. higher rates are unavoidable. Inflation will get out of hand and the feds hands will be tied, since Bernanke's thesis was on avoiding another Great Depression style collapse of the financial system. Instead we will have hyperinflation, and Gold will rocket up, as will other commodities.
the dollar a fiat of paper currency will lose value, and whatever returns you have in bonds will be eroded from loss in value on the underlying, which cause hedging pressure, and the bond market pressures currency markets for dollar bearish trades.
the current climate ...bonds will rally... 4.4 % on 10 year note.
fed will keep the liquidity spigot open, but the ultimate result is that chart a few posts back. It will lead ultimately to inflation. Notice PIMCO buying TIPS. Because they know the long term trend for rate and inflation is up. But short term the stops are being hit on the bond shorts. Yields could test the recent low(bonds the recent highs).
4.55---->4.44
asian session 10 year note...rates. GDP should come in weak. And if it doesnt, you will see some revisions that might confuse the market. PPT at work.
asian session 10 year note...rates. GDP should come in weak. And if it doesnt, you will see some revisions that might confuse the market. PPT at work.