I had posted the RGE Swaps article here in this part to which I added:

============
It's "nice" that the fed is able to borrow for "free" -- even if it
is
28 days, even as they loan out money to these same entities at 1% --
but somehow it just doesn't make sense.


China doesn't seem to be in the mode of "cashing in" -- they have so
much in savings that they can tap -- I suspect they are just waiting
for maturity, like everyone else.  It just won't be a roll over --
which means coming up with cash to pay out.  Have no idea when they
are due, but I do recall Greenspan telling Bush that it would be
harmful to pay off long term debt in advance -- but that was 8 years
ago.


As I understand it, it takes about 7% growth in that country to stay
even (although 10% is what is reported) and they are still chugging
along from between 8-9%.


On Dec 9, 9:35 pm, NovaeMeme <[EMAIL PROTECTED]> wrote:





NovaeMeme    View profile
  More options Dec 10, 9:44 am

From: NovaeMeme <[EMAIL PROTECTED]>
Date: Wed, 10 Dec 2008 06:44:10 -0800 (PST)
Local: Wed, Dec 10 2008 9:44 am

> China doesn't seem to be in the mode of "cashing in" -- they have so
> much in savings that they can tap -- I suspect they are just waiting
> for maturity, like everyone else.  It just won't be a roll over --
> which means coming up with cash to pay out.  Have no idea when they
> are due, but I do recall Greenspan telling Bush that it would be
> harmful to pay off long term debt in advance -- but that was 8 years
> ago.

> As I understand it, it takes about 7% growth in that country to stay
> even (although 10% is what is reported) and they are still chugging
> along from between 8-9%.



I don't have the time to fully reply to this, and let's just say the
whole thing is so complex that even I can't follow it.  However, with
respect to China, those savings you refer to are in DOLLARS and
TREASURIES.  And it has already been noted that there has been a drop
in their purchasing.

===================
Xi -- how much of the "savings" is in sovereign wealth?  How much of
the sovereign wealth has been put into US bonds, etc.?


=====================================
Original post which you might not have seen:

> > > > For the first time ever, the Federal Government was able to borrow
> > > > money from the open market for FREE. That’s right… no interest payment
> > > > at all for Uncle Sam.


> > > > The most recent auction of $30 billion worth of 28-day Treasuries had
> > > > four-times the number of buyers than they had bonds, and at zero
> > > > percent interest. First time that’s ever happened.


> > > > It’s a sure sign that investors are scared. They’d rather park their
> > > > cash with the government and get no appreciation – just the principle
> > > > back – than risk it in the stock market or even a bank account.


> > > > And it’s not just the four-week bonds that are pegging all-time low
> > > > interest rates. On Monday, $27 billion worth of three-month Treasury
> > > > bills were auctioned with an infinitesimally small 0.005% rate – the
> > > > lowest on that particular term since the government first issued them
> > > > in 1929.



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