Zeev, could you tell me what proxy you are using for LT interest rates; the 30 year is gone. How high does the 20 year have to go in your opinion to cause you scenario to become true? thanks
You remain confident China/Japan will keep up their seemingly relentless accumulation of U.S.treasuries? Would China ever start dumping U.S. treasuries for political reasons; such as Taiwan, their line in the sand issue, which they have stated is an issue of such importance to them they would even sacrifice having 2008 Olympics?? Just questions i ask myself--i haven't an answer