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Friday, January 02, 2009


happy new year -- get ready for the treasury effect

john jansen:

One of the leading surprises for the market in calendar year 2009, I think, will be the vexations and perturbations resulting from the heavy schedule of issuance by the US Treasury.Some of that supply will be evident next week. On December 31 the Treasury announced that it will auction $8 billion of 10 year TIPS on January 6.

there is a lot of chatter about the cash on the sidelines, but there's no guarantee that it will make it to the stock market. treasury will be making heavy demands of liquid capital.

UPDATE: more from wapo.

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