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One Reason For Weakness

COUPON MATURITY
DATE
CURRENT
PRICE/YIELD
2-Year 4.375 01/31/2008 99-13¾/4.68
3-Year 4.500 02/15/2009 99-18+/4.66
5-Year 4.250 01/15/2011 98-16+/4.59
10-Year 4.500 02/15/2016 99-09+/4.59
30-Year 4.500 02/15/2036 99-04½/4.55

Macroeconomic concerns seem to be the primary reason for the market’s recent struggles. This week the yield curve finally (inevitably?) inverted, with the 2-year Treasury now trading almost ten basis points above the 10-year.

Bernanke speaks to Congress in the middle of this week.. his first appearance as Greenspan’s successor. I’m glad, because we might possibly get some kind of clarity on the Fed rate hike issue. The next FOMC meeting isn’t until late March, and that’s a long time for traders to deal w/ constant banter and opinion about the issue.