Bund,T-bond,T-note, CME,CBOT ....(vietato ai minori di 75aa)
- Creatore Discussione ditropan
- Data di Inizio
Fleursdumal
फूल की बुराई
bellissimo al ritorno che ti trovo? petrolio sopra 50 again , euruzz in volo libero e i Bonds che hanno recuperato l'impossibile e son di nuovo vicino la quota carismatica di 113,5 e 113,25 , grassieee dei fiori grassieee 
ciubecca
Forumer storico
Fleursdumal ha scritto:bellissimo al ritorno che ti trovo? petrolio sopra 50 again , euruzz in volo libero e i Bonds che hanno recuperato l'impossibile e son di nuovo vicino la quota carismatica di 113,5 e 113,25 , grassieee dei fiori grassieee
che è c'hai pure il trip degli sms ... in bocca al lupo x stanottte ... so incazzzz. come na biscia che ho chuso mele ma domatina se mi sveglio di piglio buoo mi ricompro una put 27500 che dan ha bisogno di sostegno ...... intanto quà stanno tutti a comprar... e che è pensano che bussssss sia il mago di napoli e risolva tutti i problemi ???? eno no signori lui è specialista a crearne .... intanto alla smit & wesson si staranno sborniando .....
gastronomo
Forumer storico
Ciao a tutti, eccomi finalmente con voi stasera... Bush ha vinto, quindi la politica estera non cambierà a breve, quindi petrolio sempre più caro, fly to quality sui bonds (il gioco si fa duro e la minaccia terroristica sempre forte), le borse per ora festeggiano (gli sponsor corporate 
???), il tutto in un quadro di economia non così vispa (o comunque sotto le attese, e stendiamo un velo pietoso sull'europa...) - morale: aspettiamo i payrolls di venerdi (graditi sms...), e nel medio termine (un mese) comunque sui bonds ci dovrebbero stare delle prese di beneficio (si concretizzano a bilancio i gains dei lunghi) ma... occhio, a gennaio c'è tanta liquidità da investire, e gennaio 2004 è stato bull per gli obbligazionari - vi lascio alla lettura di futuresource, a domani 
DJ Debt Futures Review: Recovers As Selling Dries Up, Oil Rises
By Allen Sykora
BEND, Ore. (Dow Jones)--After falling to their weakest levels in nearly a
month, interest-rate futures in Chicago rebounded strongly to end with a
small gain on Wednesday. The recovery came about when crude oil futures
turned higher and an unwinding of flight-to-quality long positions, based on
the presidential election, ran its course, analysts said.
Furthermore, traders began positioning ahead of Friday's key monthly
employment report, with traders reluctant to want to hang onto short
positions near the bottom of the range of the last few weeks, contacts added.
Dec 10-year notes settled up 2 ticks to 113-09.5 after overnight having
been as weak as 112-11, their lowest level since Oct. 8. Dec Treasury bonds
gained 6 ticks to 113-14 after tumbling overnight to 111-24, their softest
level since Oct. 8. Also, Jun Eurodollars closed up 2.5 basis points to
96.265, after earlier bottoming at 97.175, also their lowest price since Oct.
8.
When the futures started the day on a weak note, analysts cited the
aftermath of the election. In particular, they pointed to the strong
equities, which surged not only because the Republican incumbent appeared
headed to victory but because it looked like it would be a clean election
that would not get hung up in the courts.
"A good portion of the sell-off (in bonds and notes) was due to an
unwinding of flight-to-quality positions," said Beth Malloy, bond-market
analyst in Chicago with Briefing.com. "There was some buying in advance of
the election expecting to see a drawn-out, court-stalled election."
It appears this will not be the case, however, with Democratic
challenger John Kerry delivering a concession speech.
As the unwinding of those flight-to-quality longs was completed, the
futures started to recover, analysts explained.
Lara Akin, financial futures analyst in Chicago with Refco.com, pointed
out that prices hit their weakest levels overnight when overseas traders were
still in the market. There seemed to be more nervousness about a contested
election among Asian and European traders, she related.
"You saw a stronger increase after the European markets had closed," she
said.
As the focus began to shift away from the election, oil futures happened
to turn sharply higher. And, as has been the trend lately, this pulled up
interest-rate futures with them, explained Malloy and Akin. Higher energy
costs have tended to result in worries this would stall economic momentum,
which in turn is supportive for debt products.
Dec crude earlier traded down to $48.65, its weakest level since late
September. It then rebounded, however, and settled up $1.26 to $50.88.
Early in the week, analysts had suggested the presidential election
would be a focus in the market in the short term, but then Friday's report on
non-farm payrolls would take center stage. As Kerry was conceding, traders
did in fact start to shift their attention to the jobs report.
"They're more focused on payrolls Friday," said Akin. "That's a big risk
going forward. We're past the election. But payrolls are coming on Friday. I
don't think the markets want to be hanging out at the low end of their range,
which is where we opened up this morning."
Thus, squaring and general position adjustments began to set in, she
related.
On the economic front this morning, the government reported that factory
orders fell 0.4% during September, when a 0.5% gain had been forecast.
However, the Institute for Supply Management said the headline number in its
non-manufacturing survey rose to 59.8 in October from 56.7 in September, when
a more modest reading of 58.0 was expected.
The U.S. Treasury announced that it would conduct $51 billion in
refunding operations for the fourth quarter, as expected.
Data on the calendar for 0730 CT (1330 GMT) Thursday include:
--initial jobless claims, expected to be around 340,000, compared to
350,000 in the previous reporting period;
--the preliminary third-quarter report on productivity, forecast to be
up 1.5%; and
--third-quarter unit-labor costs, expected to rise 2.4%.
-By Allen Sykora; Dow Jones Newswires; 541-318-8765;
[email protected]
???), il tutto in un quadro di economia non così vispa (o comunque sotto le attese, e stendiamo un velo pietoso sull'europa...) - morale: aspettiamo i payrolls di venerdi (graditi sms...), e nel medio termine (un mese) comunque sui bonds ci dovrebbero stare delle prese di beneficio (si concretizzano a bilancio i gains dei lunghi) ma... occhio, a gennaio c'è tanta liquidità da investire, e gennaio 2004 è stato bull per gli obbligazionari - vi lascio alla lettura di futuresource, a domani DJ Debt Futures Review: Recovers As Selling Dries Up, Oil Rises
By Allen Sykora
BEND, Ore. (Dow Jones)--After falling to their weakest levels in nearly a
month, interest-rate futures in Chicago rebounded strongly to end with a
small gain on Wednesday. The recovery came about when crude oil futures
turned higher and an unwinding of flight-to-quality long positions, based on
the presidential election, ran its course, analysts said.
Furthermore, traders began positioning ahead of Friday's key monthly
employment report, with traders reluctant to want to hang onto short
positions near the bottom of the range of the last few weeks, contacts added.
Dec 10-year notes settled up 2 ticks to 113-09.5 after overnight having
been as weak as 112-11, their lowest level since Oct. 8. Dec Treasury bonds
gained 6 ticks to 113-14 after tumbling overnight to 111-24, their softest
level since Oct. 8. Also, Jun Eurodollars closed up 2.5 basis points to
96.265, after earlier bottoming at 97.175, also their lowest price since Oct.
8.
When the futures started the day on a weak note, analysts cited the
aftermath of the election. In particular, they pointed to the strong
equities, which surged not only because the Republican incumbent appeared
headed to victory but because it looked like it would be a clean election
that would not get hung up in the courts.
"A good portion of the sell-off (in bonds and notes) was due to an
unwinding of flight-to-quality positions," said Beth Malloy, bond-market
analyst in Chicago with Briefing.com. "There was some buying in advance of
the election expecting to see a drawn-out, court-stalled election."
It appears this will not be the case, however, with Democratic
challenger John Kerry delivering a concession speech.
As the unwinding of those flight-to-quality longs was completed, the
futures started to recover, analysts explained.
Lara Akin, financial futures analyst in Chicago with Refco.com, pointed
out that prices hit their weakest levels overnight when overseas traders were
still in the market. There seemed to be more nervousness about a contested
election among Asian and European traders, she related.
"You saw a stronger increase after the European markets had closed," she
said.
As the focus began to shift away from the election, oil futures happened
to turn sharply higher. And, as has been the trend lately, this pulled up
interest-rate futures with them, explained Malloy and Akin. Higher energy
costs have tended to result in worries this would stall economic momentum,
which in turn is supportive for debt products.
Dec crude earlier traded down to $48.65, its weakest level since late
September. It then rebounded, however, and settled up $1.26 to $50.88.
Early in the week, analysts had suggested the presidential election
would be a focus in the market in the short term, but then Friday's report on
non-farm payrolls would take center stage. As Kerry was conceding, traders
did in fact start to shift their attention to the jobs report.
"They're more focused on payrolls Friday," said Akin. "That's a big risk
going forward. We're past the election. But payrolls are coming on Friday. I
don't think the markets want to be hanging out at the low end of their range,
which is where we opened up this morning."
Thus, squaring and general position adjustments began to set in, she
related.
On the economic front this morning, the government reported that factory
orders fell 0.4% during September, when a 0.5% gain had been forecast.
However, the Institute for Supply Management said the headline number in its
non-manufacturing survey rose to 59.8 in October from 56.7 in September, when
a more modest reading of 58.0 was expected.
The U.S. Treasury announced that it would conduct $51 billion in
refunding operations for the fourth quarter, as expected.
Data on the calendar for 0730 CT (1330 GMT) Thursday include:
--initial jobless claims, expected to be around 340,000, compared to
350,000 in the previous reporting period;
--the preliminary third-quarter report on productivity, forecast to be
up 1.5%; and
--third-quarter unit-labor costs, expected to rise 2.4%.
-By Allen Sykora; Dow Jones Newswires; 541-318-8765;
[email protected]
ditropan
Forumer storico
giorno .... eccoci oggi mi faranno fare un sacco di ricerce ... notizia uscita da TG5 ... secondo i dati di alcuni economisti il petrolio sopra i 40$ porterà alla recessione gli Usa e l'Europa ..... vorrei tanto leggere l'articolo di questi economisti ... chi mi aiuta a trovarlo ?
Grazie
Grazie
