Quicktrade Posted August 13, 2003 Report Share Posted August 13, 2003 Yup. Anotherone on stool trading says it is a 7.25 billion drain so far. Link to comment Share on other sites More sharing options...
Guest bullseatshitndie Posted August 13, 2003 Report Share Posted August 13, 2003 bull/bear 8/13 52 19 8/6 51.5 20.8 Link to comment Share on other sites More sharing options...
machinehead Posted August 13, 2003 Report Share Posted August 13, 2003 FNM duration gap swung from -1 month in June to +6 months in July Look for bonds to settle and rally Now that's what we all suspected ... that despite entering the bond market turbulence with closely matched durations, the spike in yields drove a widening gap between Fannie's asset and liability durations. I think it shows that it's difficult to juggle huge portfolios in turbulent markets, on a 1% daytrading margin. Fannie needs to review the chapter about "risk of ruin" in any how-to manual for casino gamblers. For Fannie, it's only a matter of time, I suspect. Link to comment Share on other sites More sharing options...
morass Posted August 13, 2003 Report Share Posted August 13, 2003 AMAT Link to comment Share on other sites More sharing options...
BigWave Posted August 13, 2003 Report Share Posted August 13, 2003 Fed in with 6B vs. 7.25B expiring- net 1.25B drain. Link to comment Share on other sites More sharing options...
mjkst27 Posted August 13, 2003 Report Share Posted August 13, 2003 GM - I'm not advising anyone short or long. Just asking you to please hedge your strong language. Who knows who is lurking that may not understand the proper context in which to place your comments? On another note, see? it's all good for pension plans Link to comment Share on other sites More sharing options...
mjkst27 Posted August 13, 2003 Report Share Posted August 13, 2003 FNM duration gap swung from -1 month in June to +6 months in July Look for bonds to settle and rally these guys are like a drunk staggering out of the bar. the volatility HAS to be destroying them. Link to comment Share on other sites More sharing options...
DICK BUTTkus Posted August 13, 2003 Report Share Posted August 13, 2003 Greenspeak: http://www.comstockfunds.com/files/NLPP00000/158.gif Link to comment Share on other sites More sharing options...
GregFokker Posted August 13, 2003 Report Share Posted August 13, 2003 <H1>AM UPDATE ?</H1> JUST ME ?????????????? SELL THIS PIG Alerted him in Stooltrading, thanks for the alert, Bearman. Link to comment Share on other sites More sharing options...
The brown one Posted August 13, 2003 Report Share Posted August 13, 2003 Yaryman. Take a look at $BPFINA almost as good(although it sounds like an oil company!) Link to comment Share on other sites More sharing options...
Eifuku-san Posted August 13, 2003 Report Share Posted August 13, 2003 Japan-China trade soars 34% to record $60 bil (Kyodo News) Wednesday, August 13, 2003 at 07:35 JST TOKYO ? The value of Japan-China two-way trade in the January-June period surged 34% over a year earlier to a record $60 billion, breaking a record for a fourth consecutive first-half period, according to the Foreign Ministry and government statistics. The rise came despite the outbreak of severe acute respiratory syndrome (SARS) in China in November last year. ----- While USD 60 billion is not a particularly large number in the scheme of things, I suggest if this rate of trade growth continues it will have some longer term implications for the USD as the reserve currency. Many many things are going to have an impact on the dollar as reserve currency. Most countries are imaging ways to avoid having to chew their own arms off to escape the dollar reserve trap as we type. That Japan and China should be each other's largest trading partners is perfectly natural. Unfortunately, between Japan's colonial misadventures, China's self-inflicted insanities, and Western colonial occupation, including Britain's opium promotion activities, they done everything but. Which also explains why the Japanese are less than eager to go to Iraq (especially after the US interferred in the Iran-Japan oil deal). Times have fortunately changed. Lastest Japan SDF recriutment poster: "It's good to do your best. Go! Go! Peace!" I'm still trying to get their damm "Mr. Moonlight" song out of my head. Link to comment Share on other sites More sharing options...
GregFokker Posted August 13, 2003 Report Share Posted August 13, 2003 QUOTE (GregFokker @ Aug 13 2003, 10:04 AM) Doc, they're missing the AM Anals update in IDS. It was loaded at 9:24. I can see it, you can see it, they can see it. Unfortunately, I put yesterday's date on it. Link to comment Share on other sites More sharing options...
seamus Posted August 13, 2003 Report Share Posted August 13, 2003 otoh... if FNM's assets need to get back in line, look for further pressure in mbs, agency, swaps and ust there is increasing talk of bringing these gse's under control Link to comment Share on other sites More sharing options...
Guest Posted August 13, 2003 Report Share Posted August 13, 2003 AMAT just lit the afterburner Link to comment Share on other sites More sharing options...
Stoolander Posted August 13, 2003 Report Share Posted August 13, 2003 TICK drifting this am, no real bias (panic) either way ... +699 to -382 Link to comment Share on other sites More sharing options...
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