Bond Outlook [by bridport & cie, February 28th 2007]
Our comments over the last fortnight on the US sub-prime mortgage market, housing linked economic sectors, the JPY and the carry trade, the de facto linkage of the CHF to the JPY (via the carry trade) and the rude health of the Swiss economy have all proven correct more quickly than we ourselves could have imagined. Last week we could observe that stock markets and the US retail trade were ignoring these issues; this week all have been taken on board. |
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