Appunti e spunti (10 lettori)
- Creatore Discussione solomare
- Data di Inizio
DRIVE
Massaio di Voghera
mazzao che bravo Zero..questo ha una visione del mercato globale..incredibile
c'e' sempre da imparare..
Today's $24 Billion 10 Year auction priced at 2.636%, a yield that just like all other auctions recently has moved higher than recent record pricings. Yet not all was well: the Bid To Cover dropped from October's 2.99 to a 9 month low of 2.80, the lowest since February's 2.67. Yet what is arguably the most interesting aspect of the auction was that Indirect participation surged to what appears to be a record high of 56.6%, pushing out the Primary Dealers (34%) and Direct bidders (9.4%). If last night's rocket launch was indeed there to send a message to Asia, it certainly succeeded. And now all the eyes turn to the 30 Year tomorrow, whose yield continues to go higher with every day, as the New York Fed will soon be forced to announce that it will be bidding up the long-end as well or risk losing all control over LT inflation expectations.
c'e' sempre da imparare..
Today's $24 Billion 10 Year auction priced at 2.636%, a yield that just like all other auctions recently has moved higher than recent record pricings. Yet not all was well: the Bid To Cover dropped from October's 2.99 to a 9 month low of 2.80, the lowest since February's 2.67. Yet what is arguably the most interesting aspect of the auction was that Indirect participation surged to what appears to be a record high of 56.6%, pushing out the Primary Dealers (34%) and Direct bidders (9.4%). If last night's rocket launch was indeed there to send a message to Asia, it certainly succeeded. And now all the eyes turn to the 30 Year tomorrow, whose yield continues to go higher with every day, as the New York Fed will soon be forced to announce that it will be bidding up the long-end as well or risk losing all control over LT inflation expectations.
DRIVE
Massaio di Voghera
Qazzo, sto facendo il tifo per mistermib, spero che non abbia ancora stoppato.
nag..quella verdina..li'..purtroppo abbiamo il brent che non si decide..
nagual
mondo patafisico
Sono ancora movimenti estremamente tecnici, stanno cercando il pelo nell'uovo.
Guarda il tic by tic che roba.
A me mi sa che l'oro non lo mollano se non va almeno a 1500, se poi scatta l'entusiasmo va a 2000 -2100 e lì ci sarebbe tutta l'energia necessaria per abbattere questi fetentoni.
nagual
mondo patafisico
Non ci credo neanche se viene bernacca in persona a dirmelo.
Ora il loro disegno è mettere l'Europa con le spalle al muro, o si fanno politiche fiscali draconiane o si fa partire l'inflazione, anticipata logicamente da un bel rialzo di tutti gli assets finanziari. Ambedue le soluzione tendono a ripulire le tasche di quanta più gente possibile. Quando vedranno che sarà il momento spazzoleranno il tavolo e non lasceranno neanche le briciole con la fame che si ritrovano.
Non è cambiato nulla nei loro intenti e ora sono più forti che mai.
DRIVE
Massaio di Voghera
asso
Today's must watch clip comes from Mark Fisher. Key highlights: "QE2 can't end right. Worthless paper after endless paper.... What's good for the equity markets is not necessarily good for the economy. The equity markets are not going to create jobs. If you have a paper bag full of money are you going to go out and hire workers and take risk with healthcare and all these other regulatory restrictions? No, you are going to go ahead and buy high yield, you will buy equities, you will buy risk assets. The fallacy in the whole thing is that you are not going to go ahead and create jobs just by pushing up the market by 20%, 15%. In fact, to some degree by pushing up commodity price to levels that are going to be obscene, which is what is going to happen, you are hurting everybody in mainstream America... If you have all this money coming into the system, and this money stays in the equity and commodity markets, when at some point you take this money out of the system, where is this money going to come out of? Parabolic moves have Parabolic corrections. This is going to end bad. It is not a matter of if, just a matter of when. This is going to be the ultimate bubble, this is going to make 2000 look like a cakewalk. This is going to be the bubble of all bubbles."
Today's must watch clip comes from Mark Fisher. Key highlights: "QE2 can't end right. Worthless paper after endless paper.... What's good for the equity markets is not necessarily good for the economy. The equity markets are not going to create jobs. If you have a paper bag full of money are you going to go out and hire workers and take risk with healthcare and all these other regulatory restrictions? No, you are going to go ahead and buy high yield, you will buy equities, you will buy risk assets. The fallacy in the whole thing is that you are not going to go ahead and create jobs just by pushing up the market by 20%, 15%. In fact, to some degree by pushing up commodity price to levels that are going to be obscene, which is what is going to happen, you are hurting everybody in mainstream America... If you have all this money coming into the system, and this money stays in the equity and commodity markets, when at some point you take this money out of the system, where is this money going to come out of? Parabolic moves have Parabolic corrections. This is going to end bad. It is not a matter of if, just a matter of when. This is going to be the ultimate bubble, this is going to make 2000 look like a cakewalk. This is going to be the bubble of all bubbles."