5 replies to this topic

[donmat]

When the equity markets shot up after the Feb statement last
Wed long-term bonds finished the day mostly unchanged. NOBODY
mentioned this. Bonds declined on Thur & Fri. I went short 30-
year bonds on Friday. Fwiw over the last 3 years when a sell
is started on LT bonds the low isn't put in on average until
5 weeks have passed.



If the above charts come to fruition then LT US interest rates
will rise. What will that do to the weak US Dollar trade? The
British Pound has been ranging lower since last Dec. I will
most likely hedge my short bond position by going long Sterling
by the end of next week.

[da_cheif]

crash them bonds....im short

[emkay]

Fed statement this week HINTED at a rate HIKE next meeting. Inflation ,as far as Fed is concerned, was above their expectation (or maybe out of THEIR CONTROL). So caution is warranted, if one is looking for lower rates. Higher rates may divert capital flows out of equities and into YIELD instruments. It is a slow process. May fool many into accepting the 3rd-of-3rd wave ********. rgds and profitable trading to ALL. MANI

[da_cheif]

3rd of 3rd ******** is never accepted by most before it happens...only when it happens......thats why its called the recognition wave.......i wont havta tell ya its happening.....itll make headlines....

[n83]

recognition 1 of 2 2 of 3 3 of 3 4 of 3 lol

[mdwllc]

I normally like to trade bonds; however on a macro view I don't see the overall volatility to make a lot of money in them this year. Dec 2007 to Apr 2008 will be the tome period to be in Bonds. Micro view, if you're short, you may want to think about covering around the first week of April. MDW