keys, bond movement is the prelim to the FEDs 24th Sept meeting. Thereafter it might go down and if it does that's when I'll go for it. Recently I had a short and sold to finance something else.
Gold and bonds affect each other. Don't read too much into the ukraine yet. The USD is rising.
Putin is buying time. Both the Ukraine and the EU are weak opponents. He's far from finished.
The FED winds back their bond buying next month The logical reason behind that is that interest rates will climb thereafter. Now with the USD strengthening, the euro plummeting and US inflation accelerating Yellen must move (probably Q3 next year) but the bond market should have a slight selloff till then, almost forcing her hand.
Hard to guess where rates will go but 3% by years end and ~4% Q4 '15. Ours, the EZ and the GBP should all drop.
