Showing posts with label baltic dry index. Show all posts
Showing posts with label baltic dry index. Show all posts

Thursday, May 28, 2009

Long Term Carry Trade Fundamentals

While reading a recent CNBC article about current events something
clicked for me.Here is the passage:The dollar rose broadly on Thursday
as yields on 10-year U.S. government bonds jumped more than 50 basis
points in the last two weeks, drawing Japanese investors into overseas
assets like global semi-conductor stocks, banks and U.S. junk bonds,
according to Reuters.Do you remember the massive


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