Thursday, July 7, 2011

Free Money!

Right on the heels of yesterday's Greece post, we get the news that four-week Treasuries are selling at literally no discount. 

Crazy

That's right- for the privilege of lending the government money for a month, you get back... your principal.  Which means investors literally see four-week government debt as a direct substitute for cash.  The craziest part about this is that this four-week debt would mature a few days AFTER we'd hit the drop-dead date by which the government would default without raising the debt ceiling.  Which can only mean investors are 100% certain the ceiling will be raised.  I hope they're right...

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