As long as U.S. rates are rising you've got this double-whammy effect of spare cash looking for yield and yield is there (in the U.S.).

211

There's not a lot of activity around.

196

This sort of second guessing (in the market) will continue until we actually see what the real impact of the situation is going to be on the U.S.

190

Japanese investors are going into Treasuries. The dollar is going to be very well supported.

160

The market is saying what we're not going to get is a surprise in terms of rates -- we're not going to get some cuts because of storm-damage problems.

119

It's also important to note that the point of the election was to strengthen Koizumi's reform mandate, so we'll be looking how he delivers on this front.

113

Until the dollar breaks through some sort of bigger levels...I don't think we're going to get another leg up.

108

Japanese investors are buying the dollar to purchase overseas assets, such as Treasuries.

67