BUND, T-BRONX, T-NOTE ... e compagnia bella (V.M. 78 Anni)
- Creatore Discussione ditropan
- Data di Inizio
gastronomo
Forumer storico
ditropan ha scritto:Giorno, direi che dalla discesa di iresi sul t-bronx c'è da essere soddisfatti !!!
ma che fine ha fatto fleurs ? ... oggi avrebbe festeggiato con i fuochi d'artificio !!!
... sempre alle prese col trasloco fleurs ?
Ciao Andrea, si, Fleur è sparito
- bella la discesa di ieri in US, invece quei piccioni crucchi già si stan ricoprendo...ma diamo tempo al tempo 
f4f
翠鸟科
gooood morning bbbanda
Ditro
siamo noi che festeggiamo l'assenza del lazzarun Fleu :smile:
i mercati gli stan facendo uno sgarbo personale
cmq
somma:
timori di inflazione ?
oggi spmib preciso preciso nel box
avessi avuto il coraggio di vendermi il condor...
ma con questa vola era trooooppo azzardato
e in qst giorni ci sono a sprazzi, sarebbe stata una posizione da gestire con attenzione al bucamento in su o in giù
e ancora mi vien da dire che fino a dopo Pasqua in mercato pistona su e giù 31700 32000 di indice ...
Ditro
siamo noi che festeggiamo l'assenza del lazzarun Fleu :smile:
i mercati gli stan facendo uno sgarbo personale
cmq
somma:
timori di inflazione ?
oggi spmib preciso preciso nel box
avessi avuto il coraggio di vendermi il condor...
ma con questa vola era trooooppo azzardato
e in qst giorni ci sono a sprazzi, sarebbe stata una posizione da gestire con attenzione al bucamento in su o in giù
e ancora mi vien da dire che fino a dopo Pasqua in mercato pistona su e giù 31700 32000 di indice ...
gastronomo
Forumer storico
Ciao Avv. 
- un colpo al cerchio un colpo alla botte, il rialzo è "measured" ma l'inflazione cresce...dato che quei crucchi ca.gasotto si stan già ricoprendo e la cosa poco mi aggrada uscirò a far la spesa - a più tardi [/b]
- un colpo al cerchio un colpo alla botte, il rialzo è "measured" ma l'inflazione cresce...dato che quei crucchi ca.gasotto si stan già ricoprendo e la cosa poco mi aggrada uscirò a far la spesa - a più tardi [/b]
ciubecca
Forumer storico
Il denaro non compra gli amici, ma può regalarvi una classe migliori di nemici" Spike Milligan
- Cda su risultati di bilancio di: Acqua Marcia, Acsm, Mondadori, Pop.Lodi, Banco Sardegna, Bpu (15,00), Cembre, Coats, Ericsson, Fondiaria-Sai, Gewiss, La Doria, Ima, Inferentia FullSix, Isagro, Panaria
- Tesoro, annuncio quantitativi titoli quinta tranche Btp a 3 anni (01/02/2008, cedola 2,75%), tredicesima tranche Btp a 10 anni (01/02/2015, cedola 4,25%) e nona tranche Cct (01711/2011, cedola 1,20%) in asta il 30 marzo
- Isae, fiducia consumatori marzo (9,30)
- Istat, commercio estero non-Ue febbraio (10,00)
- Istat, commercio al dettaglio gennaio (11,00)
- Cda Cassa Depositi e Prestiti spa, attesa delibera su Terna
- Eutelia, incontro con analisti (9,30)
- Mondadori, incontro con analisti (15,00)
- Sanpaolo, Iozzo e Modiano incontrano stampa (9,45) e analisti su risultati 2004 (10,45)
- Isagro, incontro con analisti
- Kaitech, assemblea ordinaria (ore 10,00)
- Mediaset, presentazione risultati 2004 agli analisti (11,00); segue conferenza stampa
- Antonveneta, conference call risultati 2004 (14,30)
BRUXELLES - Termina riunione capi di Stato e di governo Ue
- Bce, partite correnti gennaio zona euro (10,00)
- Flusso investimenti gennaio zona euro (10,00)
- Eurostat, bilancia commerciale gennaio zona euro (11,00)
BERLINO - Indice Ifo marzo (10,00)
- Atteso oggi o domani stima prezzi al consumo marzo
LONDRA - Stima Pil 4° trimestre (10,30), minute Mpc del meeting 9-10 marzo (9,30)
WASHINGTON - Prezzi al consumo e redditi reali febbraio (14,30), vendita case, Fed Chicago febbraio (16,00)
- Scorte settimana petrolio
ciao a tutti comprato un mini a 250 lo vendo al primo che mi da 600
x quanto riguarda lo stop non esiste essendo felice possessore di put 31500
bella wiev di lupin speramo che ci accatti :smile:
fleu non sta facendo il traslocco è alle maldive con i gain sul tbronxxx
- Cda su risultati di bilancio di: Acqua Marcia, Acsm, Mondadori, Pop.Lodi, Banco Sardegna, Bpu (15,00), Cembre, Coats, Ericsson, Fondiaria-Sai, Gewiss, La Doria, Ima, Inferentia FullSix, Isagro, Panaria
- Tesoro, annuncio quantitativi titoli quinta tranche Btp a 3 anni (01/02/2008, cedola 2,75%), tredicesima tranche Btp a 10 anni (01/02/2015, cedola 4,25%) e nona tranche Cct (01711/2011, cedola 1,20%) in asta il 30 marzo
- Isae, fiducia consumatori marzo (9,30)
- Istat, commercio estero non-Ue febbraio (10,00)
- Istat, commercio al dettaglio gennaio (11,00)
- Cda Cassa Depositi e Prestiti spa, attesa delibera su Terna
- Eutelia, incontro con analisti (9,30)
- Mondadori, incontro con analisti (15,00)
- Sanpaolo, Iozzo e Modiano incontrano stampa (9,45) e analisti su risultati 2004 (10,45)
- Isagro, incontro con analisti
- Kaitech, assemblea ordinaria (ore 10,00)
- Mediaset, presentazione risultati 2004 agli analisti (11,00); segue conferenza stampa
- Antonveneta, conference call risultati 2004 (14,30)
BRUXELLES - Termina riunione capi di Stato e di governo Ue
- Bce, partite correnti gennaio zona euro (10,00)
- Flusso investimenti gennaio zona euro (10,00)
- Eurostat, bilancia commerciale gennaio zona euro (11,00)
BERLINO - Indice Ifo marzo (10,00)
- Atteso oggi o domani stima prezzi al consumo marzo
LONDRA - Stima Pil 4° trimestre (10,30), minute Mpc del meeting 9-10 marzo (9,30)
WASHINGTON - Prezzi al consumo e redditi reali febbraio (14,30), vendita case, Fed Chicago febbraio (16,00)
- Scorte settimana petrolio
ciao a tutti comprato un mini a 250 lo vendo al primo che mi da 600
x quanto riguarda lo stop non esiste essendo felice possessore di put 31500
bella wiev di lupin speramo che ci accatti :smile:
fleu non sta facendo il traslocco è alle maldive con i gain sul tbronxxx
gastronomo
Forumer storico
Ma sono impazziti sul bund o cosa ???
gastronomo
Forumer storico
Chiuso il mio short - vado a cucinare
gastronomo
Forumer storico
Buona lettura, pigrones 
U.S. Treasury yields yanked higher by Fed talk
Wed Mar 23, 2005 10:48 AM ET
(Recasts, adds housing data, updates prices)
NEW YORK, March 23 (Reuters) - Short-term U.S. Treasury yields hit their highest level in more than three years on Wednesday on speculation interest rates would have to rise faster and farther to head off inflation.
Data showing core consumer prices rose an annual 2.4 percent in February, the fastest pace since mid-2002, were a blow to bond holders still smarting from the inflation concerns contained in the Federal Reserve's post-meeting policy statement on Tuesday.
Rate futures (0#FF:: Quote, Profile, Research) slipped as the market priced in greater risk that the Fed will shift from quarter- to half-point rate hikes, perhaps as early as its May meeting.
"The core figure is clearly higher in a variety of areas; that lends some credibility to the fact that there is more pass-through than expected," said Brian Fabbri, managing director of economic research at BNP Paribas, referring to signs inflation at the producer level is starting to show up more in the CPI.
"It also adds a little more power to yesterday's wording change in the Fed statement. Fifty (basis point hike) is coming, maybe not in May, but June is really starting to stand out now," he said.
Yields on the two-year note (US2YT=RR: Quote, Profile, Research) , the most sensitive to Fed policy, climbed to 3.87 percent from 3.83 percent. Earlier they hit a peak of 3.92 percent, the highest reading since mid-2001 and a long way from last year's lows around 1.45 percent.
The five-year Treasury note (US5YT=RR: Quote, Profile, Research) slipped 5/32 in price, taking yields to 4.34 percent from 4.30 percent late Tuesday.
However, traders said some investors were betting that the more aggressive the Fed was now, the greater the chance that it would preempt inflation in the future and maybe slow the economy at the same time. Bond investors fear inflation above all else as it erodes the value of fixed-income returns.
As a result some were selling two-year notes short and buying longer-dated debt -- a position known as a curve flattening trade. Thus the 30-year bond (US30YT=RR: Quote, Profile, Research) actually managed to firm 7/32 in price, lowering its yield to 4.90 percent from 4.91 percent on Tuesday.
The 10-year Treasury note (US10YT=RR: Quote, Profile, Research) pared its losses, leaving yields steady at 4.64 percent having earlier risen as far as 4.70 percent. The spread between two- and 10-year yields contracted by a hefty five basis points to 77 basis points.
In the futures market, July fed funds (FFN5: Quote, Profile, Research) were now showing a better than 50/50 chance the Fed would hike by a half point at its June meeting.
David Ader, an interest rate strategist at RBS Greenwich Capital, noted the fed funds futures market was also showing a 44 percent chance of a half point hike in May.
"Will the Fed hike 50 in May? No, not strong enough on this number alone," he said. "The market is providing effective tightening. July giving 54 percent odds is maybe fair."
After raising rates a quarter-point to 2.75 percent as expected on Tuesday, the Fed surprised many by highlighting evidence of inflation pressure and pricing power.
That made the market all the more sensitive to the upside surprise in the February consumer price data. Consumer prices rose 0.4 percent overall, while the core measure excluding food and energy rose 0.3 percent, above forecasts of a 0.2 percent gain.
Also out on Wednesday were figures on existing home sales which showed the housing market remained resilient in February, though rising mortgage rates might temper it in months to come.
U.S. Treasury yields yanked higher by Fed talk
Wed Mar 23, 2005 10:48 AM ET
(Recasts, adds housing data, updates prices)
NEW YORK, March 23 (Reuters) - Short-term U.S. Treasury yields hit their highest level in more than three years on Wednesday on speculation interest rates would have to rise faster and farther to head off inflation.
Data showing core consumer prices rose an annual 2.4 percent in February, the fastest pace since mid-2002, were a blow to bond holders still smarting from the inflation concerns contained in the Federal Reserve's post-meeting policy statement on Tuesday.
Rate futures (0#FF:: Quote, Profile, Research) slipped as the market priced in greater risk that the Fed will shift from quarter- to half-point rate hikes, perhaps as early as its May meeting.
"The core figure is clearly higher in a variety of areas; that lends some credibility to the fact that there is more pass-through than expected," said Brian Fabbri, managing director of economic research at BNP Paribas, referring to signs inflation at the producer level is starting to show up more in the CPI.
"It also adds a little more power to yesterday's wording change in the Fed statement. Fifty (basis point hike) is coming, maybe not in May, but June is really starting to stand out now," he said.
Yields on the two-year note (US2YT=RR: Quote, Profile, Research) , the most sensitive to Fed policy, climbed to 3.87 percent from 3.83 percent. Earlier they hit a peak of 3.92 percent, the highest reading since mid-2001 and a long way from last year's lows around 1.45 percent.
The five-year Treasury note (US5YT=RR: Quote, Profile, Research) slipped 5/32 in price, taking yields to 4.34 percent from 4.30 percent late Tuesday.
However, traders said some investors were betting that the more aggressive the Fed was now, the greater the chance that it would preempt inflation in the future and maybe slow the economy at the same time. Bond investors fear inflation above all else as it erodes the value of fixed-income returns.
As a result some were selling two-year notes short and buying longer-dated debt -- a position known as a curve flattening trade. Thus the 30-year bond (US30YT=RR: Quote, Profile, Research) actually managed to firm 7/32 in price, lowering its yield to 4.90 percent from 4.91 percent on Tuesday.
The 10-year Treasury note (US10YT=RR: Quote, Profile, Research) pared its losses, leaving yields steady at 4.64 percent having earlier risen as far as 4.70 percent. The spread between two- and 10-year yields contracted by a hefty five basis points to 77 basis points.
In the futures market, July fed funds (FFN5: Quote, Profile, Research) were now showing a better than 50/50 chance the Fed would hike by a half point at its June meeting.
David Ader, an interest rate strategist at RBS Greenwich Capital, noted the fed funds futures market was also showing a 44 percent chance of a half point hike in May.
"Will the Fed hike 50 in May? No, not strong enough on this number alone," he said. "The market is providing effective tightening. July giving 54 percent odds is maybe fair."
After raising rates a quarter-point to 2.75 percent as expected on Tuesday, the Fed surprised many by highlighting evidence of inflation pressure and pricing power.
That made the market all the more sensitive to the upside surprise in the February consumer price data. Consumer prices rose 0.4 percent overall, while the core measure excluding food and energy rose 0.3 percent, above forecasts of a 0.2 percent gain.
Also out on Wednesday were figures on existing home sales which showed the housing market remained resilient in February, though rising mortgage rates might temper it in months to come.
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