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Wednesday, December 8, 2010

What is going on in the World of Bonds?

Long Govy Bonds were down almost 3 points yesterday and are down another 1/4 point this morning.  Didn't The Bernak say that QE2 was a program that would maintain low rates by buying Govy Bonds?  How is that working out? . This recent move in the Govy debt market, flattening the 10s30 spread is going to make it harder for banks to steal, er, make money on the spread.

 Lots of talk in the TA universe about an outside reversal yesterday.. with the EW guys getting excited about the approaching end of Wave 5.  If you look at our morning report Tuesday, we were suggesting that Tuesday could be the short term top.  Our own timing tools have been pointing to a top this week.....we just might have seen it yesterday.

First call has the Dow down 2 points, while the 10 year is down another 1/2 point, bring the 10s30 spreads to 119 basis points, down from 168 just a couple of weeks ago.  Gold and Silver and off the new highs reached yesterday, with Gold at $1,398 and Silver at $29.05.  Oil is also retreating, coming off the $90  print and trading at $88.41.  The dollar is generally stronger against most major currencies after the weakness earlier yesterday.  The Euro is at 132.44 and the Dollar is again above 80 at 80.1

This should be an interesting day.  Our own signals are mixed, with a Momentum Change to Buy last Wed, while our longer term timing tools have projected a short term top this week.  Because of the Gap Open last week, we have not found an entry point for a long trade, so we will watching the action carefully for the next couple of days, to either find an entry point for new long positions, or a Momentum Change to a Sell signal.

Good Luck Trading!

Bill

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