tag:blogger.com,1999:blog-15495539.post1082843945475057537..comments2011-06-17T23:35:27.163-07:00Comments on The dk Report: Swim At Your Own Riskdkhttp://www.blogger.com/profile/14935428341758366207noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-15495539.post-26600528180052524892007-08-10T10:03:00.000-07:002007-08-10T10:03:00.000-07:00Hi market...thanks for the comments. Regarding yi...Hi market...thanks for the comments. Regarding yield slopes, to make sure I'm tracking apples-to-apples, I track <I>ratios</I> (not differences) between the various durations. Below 1.0 is a positive (good) slope, and above 1.0 is a negative (bad) slope. <BR/><BR/>FYI -- as I write, the shorter 3-mon/10-year that economists prefer as a recession warning has become steeply <I>positive</I>, which is good. However, EOD is all that matters. Hope this helps.dkhttps://www.blogger.com/profile/14935428341758366207noreply@blogger.comtag:blogger.com,1999:blog-15495539.post-82015836067195133972007-08-10T09:10:00.000-07:002007-08-10T09:10:00.000-07:00dk, your report is great, and a must read for me.q...dk, your report is great, and a must read for me.<BR/><BR/>questions:<BR/>the 2-10 yr yield spread<BR/><BR/>2 yr yield now: 4.41<BR/>10 yr yield now: 4.75<BR/><BR/>the spread (10yr minus 2 yr) is 34 bps, so how to read your yield spread chart? Am I missing something? thanksmarketreflectionshttps://www.blogger.com/profile/01200729213562760293noreply@blogger.comtag:blogger.com,1999:blog-15495539.post-20828902385367302942007-08-10T06:19:00.000-07:002007-08-10T06:19:00.000-07:00Thanks, Becky. I appreciate your comments, and ho...Thanks, Becky. I appreciate your comments, and hope these posts help.dkhttps://www.blogger.com/profile/14935428341758366207noreply@blogger.comtag:blogger.com,1999:blog-15495539.post-20238899642869178812007-08-10T04:35:00.000-07:002007-08-10T04:35:00.000-07:00dk, I love your blog SO MUCH! It's the first thin...dk, I love your blog SO MUCH! It's the first thing I read in the morning. The quality of your information is right up there with Barry Ritholtz's The Big Picture blog. Thanks so much for writing it!Anonymousnoreply@blogger.com