http://www.enziosclock.com/market/time/2009/04/19 Comments for "Bonds: What are the safest sectors?" en http://www.enziosclock.com/market/time/2009/04/19 <div class="flexinode-body flexinode-8"><div class="flexinode-textarea-35"><div class="form-item"> <label>Intro-Teaser: </label> <p>We have written often about <a href="/random/thoughts/2009/01/06">why we are bearish on US Treasury bonds</a> (that position has risen 27% since our recommendation of 22nd December 2008), and <a href="/economic/update/2009/03/15_0">how China can influence U.S. bond yields</a>. Indeed, Dr. Geithner&#39;s recent niceties concerning the <a href="/economic/update/2009/03/18">RMB </a>- that, actually, it is not &quot;undervalued&quot; - lend credence to our view that Beijing holds not inconsiderable sway of the direction of U.S. bond yields. Particularly at the long end of the curve.</p> </div> </div><div class="flexinode-textarea-36"><div class="form-item"> <label>Topics Covered: </label> <ol><li><strong>The Economic Time® and banks&#39; margins </strong></li><li><strong>Which sectors are safe? </strong></li><li><strong>How to make money off this idea</strong> </li></ol><br /> </div> </div></div><p><a href="http://www.enziosclock.com/market/time/2009/04/19">read more</a></p> http://www.enziosclock.com/market/time/2009/04/19#comment Sun, 19 Apr 2009 19:30:46 +0800 Enzio 1054 at http://www.enziosclock.com