Friday, July 8, 2011

Friday Links

The commitment of traders for the 30 year bond shows that commercial traders are back to being very bullish and large speculators are the most bearish they have been all year. This is bullish for bonds - the speculators are caught short again going into an economic slowdown. Look for calls on the long bond to pay off again.

Falky: When Priorities Dominate Effort.

ZH: "Why Italy's CDS Are The Biggest Risk For The Eurozone"

ZH: "Comparing The 2007 Topping Pattern To Now"


EconomicDisconnect said...

Great stuff all week, you have a good weekend!

CP said...