> p.s. could one have a marked decrease in demand for treasuries, with > minimal antecedent yield curve changes, due to extreme deleveraging > environment? Can a stampeed in treasuries occur very rapidly, and > unannounced? Was Freddie Max and Fannie Mae sudden decrease in demand > by creditors a precedent and harbinger of future events?
Might Oct 2008, beginning of 2009-2010 fiscal year, and the rumor of a coming 3-4 trillion deficit, be a critical time for the treasury market? IF it becomes increasingly clear that the politicians have only more debt (stimulus) to offer as there only card, how might the Invisible Hand of creditors respond?
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Nov 23 02:43 am
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All Comments by zanardm »Bond Market: Unsafe at Any Yield? [View article]
On Nov 23 01:20 AM zanardm wrote:
> p.s. could one have a marked decrease in demand for treasuries, with
> minimal antecedent yield curve changes, due to extreme deleveraging
> environment? Can a stampeed in treasuries occur very rapidly, and
> unannounced? Was Freddie Max and Fannie Mae sudden decrease in demand
> by creditors a precedent and harbinger of future events?
Might Oct 2008, beginning of 2009-2010 fiscal year, and the rumor of a coming 3-4 trillion deficit, be a critical time for the treasury market? IF it becomes increasingly clear that the politicians have only more debt (stimulus) to offer as there only card, how might the Invisible Hand of creditors respond?