tag:blogger.com,1999:blog-6616959642391988608.post7615079647485596723..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Swap spreads correctly forecast improvement in corporate bonds (2)Scott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-6616959642391988608.post-81584742817169022592009-01-08T14:14:00.000-08:002009-01-08T14:14:00.000-08:00That's a question I would love to be able to answe...That's a question I would love to be able to answer. To begin with, though, I don't think the Treasury or the Fed is distorting the swap market. There has been a pretty consistent and broad-based trend in evidence for some time, all pointing to a reduction in fear and uncertainty, and a gradual return of confidence and liquidity to the markets.<BR/><BR/>The fact that corporate bonds have Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-77925743870825298672009-01-08T14:02:00.000-08:002009-01-08T14:02:00.000-08:00Love your charts....could comment on the move in 2...Love your charts....could comment on the move in 2 swap spreads to S&P 500..is the treasury distorting this market to make this<BR/>relationship less correlated...broderohttps://www.blogger.com/profile/12296214283216386700noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-30753918663742041702009-01-07T12:17:00.000-08:002009-01-07T12:17:00.000-08:00Scott, you're the man!!!Scott, you're the man!!!jjhttps://www.blogger.com/profile/00382970468577051096noreply@blogger.com