Archive | RAG

Macro Reflation trade: Deflation risk persists

An April 14 story on Bloomberg said that the ECB may have to lower interest rates below 1.25% next month to counter the worse recession in six decades. And the FED continued its quantitative easing Monday purchasing $7.37B in Treasuries and $5.15 B in Agency debt. Treasuries ended strong with the Ten Year Tsy Bond […]

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Reflation trade: print print print to fight deflation

Another $1.1 Trillion to be thrown out by the FED with $300M to buy treasury securities and more purchases of mortgage backed securities and agency debt. Big rally in Treasury bonds.FED is market maker of last resort. All markets rally.S&P up 2.4%. The dollar is down 2-3% against Yen and Euro. Movers today: Bonds,consumer cyclical,chips,financials,gold,gold […]

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Risk appetite fades-reflation ebbing–Feb.25,2009

The treasury sold $32 Billion in Five Year Notes today to yield 1.985%.On Thursday the FED will sell 7 year notes for the first time since 1993. There is plenty of demand out there for “safe” treasuries so inflation appears to be under control. A slight uptick in Tsy yields is expected after Thursday. The […]

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2005 real estate post (from Patrick.net)

Rod Raynovich Says: July 21st, 2005 at 12:40 pm Are we at the TOP YET? Housing stocks and bonds weaker after Greenspan testimony and Chinese currency loosening. Uncertainty arrives. Three of our RAG advisers have called the top in real estate now. This is 3 weeks after two leading money managers gave the sell signal […]

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