Comments on: Bad day at the bond auction drives interest rates higher; a sign of things to come? http://jubakpicks.com/2009/10/08/bad-day-at-the-bond-auction-drives-interest-rates-higher-a-sign-of-things-to-come/ Sat, 19 May 2012 20:47:22 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Jim Jubak http://jubakpicks.com/2009/10/08/bad-day-at-the-bond-auction-drives-interest-rates-higher-a-sign-of-things-to-come/comment-page-1/#comment-1229 Jim Jubak Fri, 09 Oct 2009 16:24:29 +0000 http://jubakpicks.com/?p=1565#comment-1229 The relative strength of the euro versus the dollar is also a vote of relative confidence in the European Central Bank versus the Fed. This crisis has made the Fed seem politicized in the eyes of many foreign investors who fear that in the future the Fed will bail out the government by letting inflation go higher. The relative strength of the euro versus the dollar is also a vote of relative confidence in the European Central Bank versus the Fed. This crisis has made the Fed seem politicized in the eyes of many foreign investors who fear that in the future the Fed will bail out the government by letting inflation go higher.

]]> By: Lentz http://jubakpicks.com/2009/10/08/bad-day-at-the-bond-auction-drives-interest-rates-higher-a-sign-of-things-to-come/comment-page-1/#comment-1218 Lentz Fri, 09 Oct 2009 11:47:04 +0000 http://jubakpicks.com/?p=1565#comment-1218 Foreign banks aren't stupid. They are staying away from interest rate risk on the 30 year auction. Our economy is going to start recovering faster than anticipated, the dollar will level off somewhere and long term rates will go up some (but probably not enough to choke off the economy). Foreign banks aren’t stupid. They are staying away from interest rate risk on the 30 year auction. Our economy is going to start recovering faster than anticipated, the dollar will level off somewhere and long term rates will go up some (but probably not enough to choke off the economy).

]]> By: southof8 http://jubakpicks.com/2009/10/08/bad-day-at-the-bond-auction-drives-interest-rates-higher-a-sign-of-things-to-come/comment-page-1/#comment-1217 southof8 Fri, 09 Oct 2009 03:59:36 +0000 http://jubakpicks.com/?p=1565#comment-1217 Public debt of Euro countries may be higher relative to GDP, but their citizens' private debt is substantially lower. One thing that has become clear is we've been buying GDP with borrowed money for years. Currency markets look forward, not backwards. Public debt of Euro countries may be higher relative to GDP, but their citizens’ private debt is substantially lower. One thing that has become clear is we’ve been buying GDP with borrowed money for years. Currency markets look forward, not backwards.

]]> By: terryw http://jubakpicks.com/2009/10/08/bad-day-at-the-bond-auction-drives-interest-rates-higher-a-sign-of-things-to-come/comment-page-1/#comment-1216 terryw Fri, 09 Oct 2009 03:53:10 +0000 http://jubakpicks.com/?p=1565#comment-1216 I don't quite understand why the Europe is relatively so much stronger. To my understanding, the debt to GDP ratio of many countries in Europe such as Italy, Spain, UK, as well as Japan in Asia is way worse than ours. And banks in Europe are on very shaky ground too, if not worse than US banks. Why is it every day I look at google finance, I usually see dollar down vs Euro. I don’t quite understand why the Europe is relatively so much stronger. To my understanding, the debt to GDP ratio of many countries in Europe such as Italy, Spain, UK, as well as Japan in Asia is way worse than ours. And banks in Europe are on very shaky ground too, if not worse than US banks. Why is it every day I look at google finance, I usually see dollar down vs Euro.

]]> By: terryw http://jubakpicks.com/2009/10/08/bad-day-at-the-bond-auction-drives-interest-rates-higher-a-sign-of-things-to-come/comment-page-1/#comment-1215 terryw Fri, 09 Oct 2009 03:45:01 +0000 http://jubakpicks.com/?p=1565#comment-1215 This is what happens when we print trillions of dollars and plan on spending trillions more. At least that means the stock market should go up.. I'd love to see Jubak picks expand more to the emerging markets, especially in BRIC. The decline of the USD will make foreign stocks appear more attractive for a while. This is what happens when we print trillions of dollars and plan on spending trillions more.
At least that means the stock market should go up..

I’d love to see Jubak picks expand more to the emerging markets, especially in BRIC. The decline of the USD will make foreign stocks appear more attractive for a while.

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