tag:blogger.com,1999:blog-816559531110064247.post6867215743004888074..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: Is the bond market tightening for the Fed?Cam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-816559531110064247.post-90817130201301755232012-03-18T09:22:51.086-07:002012-03-18T09:22:51.086-07:00AT -
Regardless of why housing isn't recoveri...AT -<br /><br />Regardless of why housing isn't recovering, or recovering faster, ask yourself these questions:<br /><br />1) Has the Fed shown any concern about housing?<br />2) Will rising mortgage rates hurt or help a housing recovery?Cam Hui, CFAhttps://www.blogger.com/profile/09672203690656029787noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-61428637740311037442012-03-17T19:18:15.700-07:002012-03-17T19:18:15.700-07:00Isn't the failure of the low rates affecting h...Isn't the failure of the low rates affecting housing have to do more with the failure of the Obama administration's HAMP program at qualifying underwater homeowners rather than with the Fed?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-16522642331945416732012-03-16T10:47:51.198-07:002012-03-16T10:47:51.198-07:00David - I stand corrected.David - I stand corrected.Cam Hui, CFAhttps://www.blogger.com/profile/09672203690656029787noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-50443000895924636272012-03-16T09:34:08.236-07:002012-03-16T09:34:08.236-07:00This is just a picky point, but mortgages are pric...This is just a picky point, but mortgages are priced off of swaps, which are highly correlated with Treasuries, but during times of stress or euphoria, behave differently.<br /><br />You've been writing some good stuff lately,David Merkelhttps://www.blogger.com/profile/05073877918072914309noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-44431838894819921632012-03-16T09:17:36.027-07:002012-03-16T09:17:36.027-07:00In regards to commodities:
http://chart.ly/gmj9x6...In regards to commodities:<br /><br />http://chart.ly/gmj9x6vJGWhttps://www.blogger.com/profile/06672352566018365809noreply@blogger.com