Derivati USA: CME-CBOT-NYMEX-ICE BUND, TBOND and the middle of the guado (VM 69)

UK debole e con fragilità diffuse, guardate le slides.......next troubles will comes...

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Credit Suisse's Excellent Guide To Why The UK Is Such A Mess

UK crisis mongers have more fuel to add to their fire, after the release of Credit Suisse's latest report on the country.

FT Alphaville has the breakdown, which explains why, at the minimum, the UK pound must weaken a lot.


the-fiscal-deficit-is-enormous.jpg


and-the-imf-says-so-too.jpg


the-government-remains-the-number-one-player-in-its-own-bond-market.jpg



uk-is-the-king-of-quantitative-easing.jpg


inflation-looms-according-to-traders.jpg


the-uk-private-debt-situation-makes-the-us-look-good.jpg


core-cpi-is-heading-higher-unlike-everywhere-else.jpg


housing-is-double-dipping.jpg



and-yet-housing-is-still-overvalued.jpg



but-dont-think-the-conservatives-can-come-to-the-rescue.jpg
 
anche Denninger ha ripreso la cosa....
oh, quando parla dell'Europa ovviamente ne sa poco, probabilmente non sa che in Italia il debito privato è il più basso dei paesi industrializzati, e secondo lui gli UK sono in Europa :lol:
comunque è valido

As I pointed out at the time, the reason they didn't create that $7 trillion in new credit issuance is that there was no more capacity to take on new debt in the private sector.
They knew it.
They lied about what "had to happen" for stability to be restored.
They lied because the alternative was that their friends - powerful friends - would have to go bankrupt.
But it gets worse. Some of the other points:
The Truth is that the absolute worst thing you can do when "in the hole" like this is to spend even more on a deficit basis, thereby driving the debt ratio higher and return-per-dollar-of-debt in GDP lower. The last eight years have been disastrous in this regard.
Yet that is exactly what we have done - we have replaced fully 10% of private GDP with public spending, and while the claim was made that this is "temporary" the CBO says it is not, Obama's budget says it is not, and the credit contraction that is continuing in the private economy says it is not.

How Far Down The Rabbit Hole Must We Go? - The Market Ticker


vedo anche che MULT è ad un minimo record... 0,79... stica :rolleyes:
St. Louis Fed: Series: MULT, M1 Money Multiplier
 

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gli usa hanno fatto meno del loro 1,62% e sono andati poco sopra il loro precedente max
qua da noi siamo andati più del 1,62% e siamo sotto il precedente max
.... il mio feeling è mercato prox a cedere
...e il vix ha fatto candela bianca sul suo ultimo supporto
 

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