tag:blogger.com,1999:blog-6616959642391988608.post3525174885041357541..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: US exports are rebounding--very bullishScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-6616959642391988608.post-72881997449858005442009-04-22T07:35:00.000-07:002009-04-22T07:35:00.000-07:00Scott-
IMO you're most valuable posts are the vari...Scott-<br />IMO you're most valuable posts are the various "spread" analyses you conduct. I don't recall ever seeing anything from you on the LIBOR-OIS spread. BBerg's Chart of Day features the LIBOR-OIS spread and the fact that it has returned to pre-Lehman collapse levels. What is your opinion of the value/meaning of this spread and its current level? Is it telling us the same thing as the Donny Baseballhttps://www.blogger.com/profile/08040288585224426073noreply@blogger.com