Your friend the 10 year

[DWCAP]

[quote=XBoxBoy]
And now a week later, and it seems almost all of the sell off has been recooped.

I’m finding the 10yr action particularly odd since by most accounts the “crisis” is easing so we should no longer be seeing a mass buying of treasuries as a flight to safety measure. Any of you savvy investor types have a good explanation of why 10yrs are being scooped up? Is China or Japan suddenly adding large quantities of 10yrs to their reserves? If so why?

Isn’t it expected that in the near future the US will be issuing large quantities of debt, thus the supply of treasuries will flood demand? Wouldn’t that mean lower treasury prices? (and higher yields)

What am I missing here?

XBoxBoy[/quote]

The bully pulpet. Did you read about how the fed “infused” capital into the banking system? Wells Fargo wanted nothing to do with it. They are a healthy bank (in todays company) and didnt want the government handout, cause they didnt need it. Same as they didnt need gov support to buy Wachovia. You would think the GOV would be happy about this, giving taxpayer “capital” only to the banks that really need it, and rewarding the healthy banks who had good lending practices/managment. NOPE. The CEO’s were held there for hours and hours until they all signed on. If they had held out longer, they would have been kept there longer. That isnt negotiation.
Check treasury and FED phone records. I am sure they are on the phone every time reality starts to hit the treasury market. These are powerful people with powerful friends, you dont get to just say no.

[XBoxBoy]

And now, this morning, the market is diving, but yields on the ten year are up. In other words, all assets are for sale. It is looks suspiciously like people needing to sell whatever assets they have, good or bad to cover margin or debt or maybe WAMU bond swaps.

[XBoxBoy]

And now, this morning, the market is diving, but yields on the ten year are up. In other words, all assets are for sale. It is looks suspiciously like people needing to sell whatever assets they have, good or bad to cover margin or debt or maybe WAMU bond swaps.

[XBoxBoy]

And now, this morning, the market is diving, but yields on the ten year are up. In other words, all assets are for sale. It is looks suspiciously like people needing to sell whatever assets they have, good or bad to cover margin or debt or maybe WAMU bond swaps.

[XBoxBoy]

And now, this morning, the market is diving, but yields on the ten year are up. In other words, all assets are for sale. It is looks suspiciously like people needing to sell whatever assets they have, good or bad to cover margin or debt or maybe WAMU bond swaps.

[XBoxBoy]

And now, this morning, the market is diving, but yields on the ten year are up. In other words, all assets are for sale. It is looks suspiciously like people needing to sell whatever assets they have, good or bad to cover margin or debt or maybe WAMU bond swaps.

[XBoxBoy]

Reading back through this thread a month later makes all the comments about rising interest rates seem down right “Quaint”.

Today the 10 yr closed at 2.72% and I think inter day dropped into the 2.60’s. I would have to say, it does seem that the foreigners are still buying our debt and that investors are still expecting a long recession, not a short little blip.

Another way of looking at it is that investors don’t have much faith that our government’s spending is really gonna stop deflation and cause inflation. Interesting how this is shaking out.

Also interesting that the fed is now talking about printing money and buying 10yr treasuries with that fresh cash.

XBoxBoy

[XBoxBoy]

Reading back through this thread a month later makes all the comments about rising interest rates seem down right “Quaint”.

Today the 10 yr closed at 2.72% and I think inter day dropped into the 2.60’s. I would have to say, it does seem that the foreigners are still buying our debt and that investors are still expecting a long recession, not a short little blip.

Another way of looking at it is that investors don’t have much faith that our government’s spending is really gonna stop deflation and cause inflation. Interesting how this is shaking out.

Also interesting that the fed is now talking about printing money and buying 10yr treasuries with that fresh cash.

XBoxBoy

[XBoxBoy]

Reading back through this thread a month later makes all the comments about rising interest rates seem down right “Quaint”.

Today the 10 yr closed at 2.72% and I think inter day dropped into the 2.60’s. I would have to say, it does seem that the foreigners are still buying our debt and that investors are still expecting a long recession, not a short little blip.

Another way of looking at it is that investors don’t have much faith that our government’s spending is really gonna stop deflation and cause inflation. Interesting how this is shaking out.

Also interesting that the fed is now talking about printing money and buying 10yr treasuries with that fresh cash.

XBoxBoy

[XBoxBoy]

Reading back through this thread a month later makes all the comments about rising interest rates seem down right “Quaint”.

Today the 10 yr closed at 2.72% and I think inter day dropped into the 2.60’s. I would have to say, it does seem that the foreigners are still buying our debt and that investors are still expecting a long recession, not a short little blip.

Another way of looking at it is that investors don’t have much faith that our government’s spending is really gonna stop deflation and cause inflation. Interesting how this is shaking out.

Also interesting that the fed is now talking about printing money and buying 10yr treasuries with that fresh cash.

XBoxBoy

[XBoxBoy]

Reading back through this thread a month later makes all the comments about rising interest rates seem down right “Quaint”.

Today the 10 yr closed at 2.72% and I think inter day dropped into the 2.60’s. I would have to say, it does seem that the foreigners are still buying our debt and that investors are still expecting a long recession, not a short little blip.

Another way of looking at it is that investors don’t have much faith that our government’s spending is really gonna stop deflation and cause inflation. Interesting how this is shaking out.

Also interesting that the fed is now talking about printing money and buying 10yr treasuries with that fresh cash.

XBoxBoy

[stockstradr]

Another way of looking at it is that investors don’t have much faith that our government’s spending is really gonna stop deflation and cause inflation.

Totally disagree with you.

Instead, global finanical chaos is driving money towards what are perceived as the few safe havens. So, only temporarily, the World is frightened into continuing to fund our burdensome debt.

Smart money is betting that will NOT last. One of the few remaining bubbles is in the dollar, and in the pricing of US treasuries.

Next year the US must dramatically increase its auctions of securities to fund our debt. (Did I read the auctions are anticipated to exceed two trillion?) We don’t know if the breakdown in the World buying of our debt will occur next year, but it WILL eventually break down, and then the dollar must collapse. You should position yourself to make money on that, instead of throwing verbal barbs over short-term exceptions to the obviously long-term trends

[stockstradr]

Another way of looking at it is that investors don’t have much faith that our government’s spending is really gonna stop deflation and cause inflation.

Totally disagree with you.

Instead, global finanical chaos is driving money towards what are perceived as the few safe havens. So, only temporarily, the World is frightened into continuing to fund our burdensome debt.

Smart money is betting that will NOT last. One of the few remaining bubbles is in the dollar, and in the pricing of US treasuries.

Next year the US must dramatically increase its auctions of securities to fund our debt. (Did I read the auctions are anticipated to exceed two trillion?) We don’t know if the breakdown in the World buying of our debt will occur next year, but it WILL eventually break down, and then the dollar must collapse. You should position yourself to make money on that, instead of throwing verbal barbs over short-term exceptions to the obviously long-term trends

[stockstradr]

Another way of looking at it is that investors don’t have much faith that our government’s spending is really gonna stop deflation and cause inflation.

Totally disagree with you.

Instead, global finanical chaos is driving money towards what are perceived as the few safe havens. So, only temporarily, the World is frightened into continuing to fund our burdensome debt.

Smart money is betting that will NOT last. One of the few remaining bubbles is in the dollar, and in the pricing of US treasuries.

Next year the US must dramatically increase its auctions of securities to fund our debt. (Did I read the auctions are anticipated to exceed two trillion?) We don’t know if the breakdown in the World buying of our debt will occur next year, but it WILL eventually break down, and then the dollar must collapse. You should position yourself to make money on that, instead of throwing verbal barbs over short-term exceptions to the obviously long-term trends

[stockstradr]

Another way of looking at it is that investors don’t have much faith that our government’s spending is really gonna stop deflation and cause inflation.

Totally disagree with you.

Instead, global finanical chaos is driving money towards what are perceived as the few safe havens. So, only temporarily, the World is frightened into continuing to fund our burdensome debt.

Smart money is betting that will NOT last. One of the few remaining bubbles is in the dollar, and in the pricing of US treasuries.

Next year the US must dramatically increase its auctions of securities to fund our debt. (Did I read the auctions are anticipated to exceed two trillion?) We don’t know if the breakdown in the World buying of our debt will occur next year, but it WILL eventually break down, and then the dollar must collapse. You should position yourself to make money on that, instead of throwing verbal barbs over short-term exceptions to the obviously long-term trends

[Author]

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