Wednesday, July 30, 2014

Russia Sanctions Might be European Bank Nightmare! And What About Credit Spreads in the US?

FYI….check out tweet below from FT and my response.  
Their article is a value read. 
And their chart re outstanding debt is certainly worth considering….

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FYI…A little closer to home…..the three charts (and accompanying commentary) on ZeroHedge’s site are worth considering! (see link below in the tweet)
As I’ve written in recent missives, (see chart at bottom of this email and go to this link) I do think rates will back up, but the economy does not appear to be strong enough to warrant a major move.  Rather, the self-correcting nature of rising rates in terms of slowing growth and, in turn, keeping the Fed in an ‘easy’ mood, is more likely to make any major move of rates to higher levels into a possible entry point.
Will keep you posted.
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