US Treasury bond the most overvalued assets – a serious bear market waits
Jeff Cantor
Apr. 17, 2008

The US economy is poised to grow much faster in the next four to six quarters than most are thinking. The recession is shallow and the stock market strength at the basement is showing substantial signs that the credit related financial meltdown is coming to an end.

The liquidity is coming back. The scared investors scooped up US Treasuries right and left lowering the yields. The rally in the US Treasuries is ending as the scare recedes and reality comes back to marketplace. The Ten Year note may soon yield above 4,25%. That will actually lower the mortgage rates and banks will start lending money again.

US Treasuries waits a nasty bear market. It will be a corrective move though on the downside – a cyclical bear move within a secular long-term bull market.

US Treasury bond the most overvalued assets – a serious bear market waits
Jeff Cantor
US Treasuries waits a nasty bear market. It will be a corrective move though on the downside – a cyclical bear move within a secular long-term bull market.
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The US economy will surprise all and banking crisis will halt suddenly. The second counter trend wave is ready to make things look good for the rest of the year.
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