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Web Extra Trading The Globe: EM Credit Bubble?

Tuesday, 12 Oct 2010 | 6:31 PM ET

If you think the US Treasury market is in a bubble -- consider the following:

- 5-year paper from Ghana is trading at 5.75%

- Nigeria and Zambia are reported to be preparing their first ever dive into the debt market

- Last week, investors generated strong demand for a Mexico’s 100 year bond

Are these signs that an emerging market bond bubble underway?

Find out from emerging markets expert Tim Seymour in this web extra. Watch the video now!

Fast Money Web Extra
The Fast Money traders offer special CNBC.com-only advice on your investments.

This content is only available online - you won't find these trades on TV.





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Trader disclosure: On October 12th, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami owns (AGU), (BTU), (NUE), (C), (GS), (INTC), (MSFT); Adami’s wife works at Merck; Finerman’s Firm owns (ARO); Finerman owns (GOOG); Finerman’s Firm owns (IBM); Finerman and Finerman’s Firm own (JPM); Finerman’s Firm own (MCD); Finerman’s Firm owns (RIG); Fienrman’s Firm owns (WMT); Finerman's firm is short (IJR); Finerman's firm is short (MDY); Finerman's firm is short (SPY); Finerman's firm is short (IWM); Finerman’s firm owns S&P 500 puts; Finerman’s firm owns Russell 2000 puts; Seymour owns (AAPL), (GE), (GOOG), (INTC), (MON), (MSFT), (MOS), (POT)

For Brian Kelly
Accounts managed by Kanundrum Capital own (ANDE)
Accounts managed by Kanundrum Capital own (GPRE)
Accounts managed by Kanundrum Capital own (JJG)
Accounts managed by Kanundrum Capital own (SGG)
Accounts managed by Kanundrum Capital own (GLD)
Accounts managed by Kanundrum Capital own (GDXJ)
Accounts managed by Kanundrum Capital own (SLV)
Accounts managed by Kanundrum Capital own (AGM)
Accounts managed by Kanundrum Capital own (MSFT)
Accounts managed by Kanundrum Capital own (FRO)
Accounts managed by Kanundrum Capital own (GLGC)
Accounts managed by Kanundrum Capital own (GS)
Accounts managed by Kanundrum Capital own (JEF)
Accounts managed by Kanundrum Capital own (TIP)
Accounts managed by Kanundrum Capital own (UUP)
Accounts managed by Kanundrum Capital own (PCL)
Accounts managed by Kanundrum Capital own (LPX)
Accounts managed by Kanundrum Capital are short (HYG)
Accounts managed by Kanundrum Capital are short (SLF)
Accounts managed by Kanundrum Capital are short U.K. Pound
Accounts managed by Kanundrum Capital are short Mexican Peso

For Patty Edwards
Edwards Owns (GLD) For Clients
Edwards Owns (PGM) For Clients
Edwards Owns (SPY) For Clients
Edwards Owns (QQQQ) For Clients
Edwards Owns (SH) For Clients
Edwards Owns (VXX) For Clients
Edwards Owns (SBUX) For Clients
Edwards Owns (INTC) For Clients
Edwards Owns (GOOG) For Clients
Edwards Owns (GE) For Clients
Edwards Owns (JPM) For Clients

For Craig Moffett
Bernstein own more than 1% of outstanding common stock of (CMCSA), (CVC), (TWC), (S), (DTV)
Bernstein makes a market in (CMCSA), (DISH), (DTV)
Bernstein’s non-investment banking service clients in the last 12 months include (TWC), (T), (VZ) (S)
Bernstein receive compensation for non-investment banking services from (CVC), (TWC), (T), (VZ)
Bernstein intends to seek compensation for investment banking services in the next 3 months from (CMCSA), (CVC), (TWC), (T), (VZ), (S), (PCS), (DISH), (DTV), (LEAP)

For Zachary Karabell
Karabell Owns (IBM)
River Twice Capital Owns (IBM)
Karabell Owns (NKE)
Karabell Owns (CSCO)
River Twice Capital Owns (CSCO)
River Twice Capital Owns (EXPE)

For Derik Debruin
UBS owned 1% or more of (ILMN) as of last month`s end
A member of DeBruin’s team, or one of their household members owns shares of (TMO)
(MTD) is, or within the past 12 months has been, an investment banking client of UBS
(MTD) is, or within the past 12 months has been, a non-investment banking securities-related client of UBS
Within the past 12 months, UBS has received compensation from (MTD)

For Brian Stutland
***No Disclosures***

For Kurt Hallead
***No Disclosures***



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