Derivati USA: CME-CBOT-NYMEX-ICE Bund, T-Bond,T-Notes&friends (vietato minori anni 14)
- Creatore Discussione Fleursdumal
- Data di Inizio
Stefano1603
Nuovo forumer
Tanti auguri di buon COMPLEANNO anche da parte mia, Fleur
gastronomo
Forumer storico
dan24 ha scritto:gastronomo ha scritto:Nemmeno- le attese erano per altri 54bn (mi sbagliavo
) - allora è qualcosa che non sappiamo ...
traduzione?
hanno annunciato che l'ammontare delle prossime aste US sarà per un importo complessivo di 49bn - l'attesa era per 54bn - essendo un quantitativo inferiore alle attese il mercato poteva salire (perchè la carta emessa è meno delle attese), invece è sceso, e la cosa è molto ma molto strana
Fleursdumal
फूल की बुराई
grazie stefano 
dan son andato anche sul sito del dipartimento di stato americano per l'energia ma non son riuscito a trovare niente in quel casino
dan son andato anche sul sito del dipartimento di stato americano per l'energia ma non son riuscito a trovare niente in quel casino
dan24
Forumer storico
gastronomo ha scritto:dan24 ha scritto:gastronomo ha scritto:Nemmeno
traduzione?
hanno annunciato che l'ammontare delle prossime aste US sarà per un importo complessivo di 49bn - l'attesa era per 54bn - essendo un quantitativo inferiore alle attese il mercato poteva salire (perchè la carta emessa è meno delle attese), invece è sceso, e la cosa è molto ma molto strana
sapranno già i dati di oggi e quelli di domani e quelli di venerdì
gastronomo
Forumer storico
Forse la spiegazione è qui
Reuters
U.S. Treasuries ease after refunding announcement
Wednesday August 4, 9:42 am ET
By Ellen Freilich
NEW YORK, Aug 4 (Reuters) - U.S. Treasuries erased opening gains on Wednesday after the Treasury announced the terms of its quarterly refunding scheduled for next week.
The U.S. government said it would sell $51 billion of new debt next week, at the lower end of market expectations.
But some selling ensued, especially at the long end of the maturity curve, on disappointment that Treasury kept its current auction schedule. Some had hoped it would abandon the quarterly re-opening of 10-year notes.
Treasury will sell $22 billion of new three-year notes on Monday next week, a day early to avoid the Federal Reserve policy meeting on Tuesday. Some $15 billion of five-year paper will be auctioned on Wednesday and $14 billion of 10-year notes on Thursday.
Traders then looked ahead to a widely followed report on the economy's service sector and the tell-all July employment data due on Friday.
The key issue for the market, said John Spinello, fixed-income strategist at Merrill Lynch Government Securities, is that the economic data for July confirm the Federal Reserve's view that June was a temporary soft patch, and that economic growth has resumed in July.
At mid-morning, the focus will be on the Institute for Supply Management's July non-manufacturing index, due at 10 a.m. (1400 GMT), and expected to read 61.0 in July versus 59.9 in June, according to economists polled by Reuters.
"We will look at ISM to some extent, with the awareness that everything will be totally overshadowed by Friday's July employment data," Spinello said.
"If you don't get any evidence of a resurgence of economic activity reflected in the July employment data this Friday, the market will sustain its bid," he said. "The Fed did plant the idea that the economy will sustain itself. But to sustain the rally, you have to have data that corroborates the Fed's view that the soft patch in June was transitory. Otherwise, the bid will remain and frustrate those who are short."
In Europe, Treasuries were said to have drawn some support from news that the head of the OPEC (News - Websites) producers' cartel said there was no spare oil immediately available to cool red-hot prices. A sustained pattern of high oil prices could damp economic growth, a bond friendly development.
On the other hand, persistently higher oil prices could also fuel inflation, which would tend to hurt bonds since inflation erodes the value of fixed-income investments.
The benchmark 10-year note (US10YT=RR) was down 1/32, taking its yield to 4.43 percent.
Thirty-year bonds (US30YT=RR) eased 2/32, taking their yields to 5.17 percent.
Two-year notes (US2YT=RR) were unchanged, their yield at 2.66 percent. Five-year notes (US5YT=RR) were off 1/32, their yields steady at 3.66 percent.
Traders were reluctant to make any major moves ahead of Friday's payrolls report for July.
The median forecast in the latest Reuters poll foresees creation of about 228,000 jobs last month after a disappointing result for June.
Reuters
U.S. Treasuries ease after refunding announcement
Wednesday August 4, 9:42 am ET
By Ellen Freilich
NEW YORK, Aug 4 (Reuters) - U.S. Treasuries erased opening gains on Wednesday after the Treasury announced the terms of its quarterly refunding scheduled for next week.
The U.S. government said it would sell $51 billion of new debt next week, at the lower end of market expectations.
But some selling ensued, especially at the long end of the maturity curve, on disappointment that Treasury kept its current auction schedule. Some had hoped it would abandon the quarterly re-opening of 10-year notes.
Treasury will sell $22 billion of new three-year notes on Monday next week, a day early to avoid the Federal Reserve policy meeting on Tuesday. Some $15 billion of five-year paper will be auctioned on Wednesday and $14 billion of 10-year notes on Thursday.
Traders then looked ahead to a widely followed report on the economy's service sector and the tell-all July employment data due on Friday.
The key issue for the market, said John Spinello, fixed-income strategist at Merrill Lynch Government Securities, is that the economic data for July confirm the Federal Reserve's view that June was a temporary soft patch, and that economic growth has resumed in July.
At mid-morning, the focus will be on the Institute for Supply Management's July non-manufacturing index, due at 10 a.m. (1400 GMT), and expected to read 61.0 in July versus 59.9 in June, according to economists polled by Reuters.
"We will look at ISM to some extent, with the awareness that everything will be totally overshadowed by Friday's July employment data," Spinello said.
"If you don't get any evidence of a resurgence of economic activity reflected in the July employment data this Friday, the market will sustain its bid," he said. "The Fed did plant the idea that the economy will sustain itself. But to sustain the rally, you have to have data that corroborates the Fed's view that the soft patch in June was transitory. Otherwise, the bid will remain and frustrate those who are short."
In Europe, Treasuries were said to have drawn some support from news that the head of the OPEC (News - Websites) producers' cartel said there was no spare oil immediately available to cool red-hot prices. A sustained pattern of high oil prices could damp economic growth, a bond friendly development.
On the other hand, persistently higher oil prices could also fuel inflation, which would tend to hurt bonds since inflation erodes the value of fixed-income investments.
The benchmark 10-year note (US10YT=RR) was down 1/32, taking its yield to 4.43 percent.
Thirty-year bonds (US30YT=RR) eased 2/32, taking their yields to 5.17 percent.
Two-year notes (US2YT=RR) were unchanged, their yield at 2.66 percent. Five-year notes (US5YT=RR) were off 1/32, their yields steady at 3.66 percent.
Traders were reluctant to make any major moves ahead of Friday's payrolls report for July.
The median forecast in the latest Reuters poll foresees creation of about 228,000 jobs last month after a disappointing result for June.
Fleursdumal
फूल की बुराई
Io a uno come John Spinello credo sempre, qualunque cosa dica sui bonds 
Fleursdumal
फूल की बुराई
gastronomo ha scritto:
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