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

[alingtonsky]

Sep. 27, 2010, 8:58 AM
Bond yields have come off a touch from their rock-bottom lows seen in recent weeks, but the bottom line is that investors are still hungry for Treasuries, particularly the slightly longer dated ones that still have some yield.
A fresh look at fund flows from Morgan Stanley confirms: investors are allergic to stocks, CRAZY about bonds, and still really into emerging markets.
In fact, says Morgan Stanley, bond fever is bigger than stock market fever was during the .com bubble.



tranne che in Europa, le obbligazioni sono più popolari di quanto non fossero le azioni nel 1999-2000 durante la bolla internet dot com


Morgan Stanley: Bond Mania Is Now Bigger Than Tech Mania Was During The .Com Bubble


http://translate.google.it/

 

[Fernando'S]

Ti ringrazio del Pensiero . Passo tutti i giorni per una sana lettura di macro economia ed intramarket . Buona Giornata a tutti

ciao felice
tanti auguri per il tuo compleanno
e auguri anche per le tue vicessitudini ...
ciao

 

[Fernando'S]

aggiornai
http://www.investireoggi.it/forum/etf-su-mib-eurostoxx-nasdq-vt40323-24.html#post1787403

 

[f4f]

goooooood morning bbbbanda

 

[Madiba]

buongiorno

Al prossimo G20 presentazione per ridurre dipendenza da rating



(ANSA) - PARIGI, 27 SET - Il Financial Stability Board presieduto da Draghi ha in corso una 'peer review' (rapporto) sull'Italia che pubblichera' a inizio 2011. E' emerso al termine della riunione plenaria svolta a Parigi. Il rapporto segue quello diffuso oggi sul Messico e verra' diffuso con uno sulla Spagna. L'Fsb presentera' al prossimo G20 nuovi principi per ridurre 'la dipendenza delle autorita' e delle banche dalle agenzie di rating'. Si mira a ridurre gli effetti prociclici e i danni sistemici.

 

[Madiba]

U.S. business fears downward spiral in China trade | Reuters

 

[Madiba]

Savers told to stop moaning and start spending - Telegraph

 

[Grecale]

Veloce msg dal traghetto, buongiorno!
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Global Economy Will Suffer More Financial Crises in Next 10 Years: Roubini
CNBC.com | September 27, 2010 | 04:08 AM EDT
The global economy will suffer a "couple of financial crises over the next 10 years" as financial reforms are not going in the right direction and not enough is being done, warned Nouriel Roubini, chairman at Roubini Global Economics.

"Nothing has changed fundamentally. When the regulatory reform was passed by the U.S. Congress, my view is too little, too late," Roubini told CNBC Monday on the sidelines of the World Capital Markets Symposium in Kuala Lumpur, Malaysia.

Roubini said even if the world economy doesn't slip into a double-dip, the effects will still be felt.

"We are already in a situation which is going to feel like a recession, (even) if we are not in one," he said.

"And if the economic data surprise on the down side, we are going to have a correction of the stock markets, widening of credit spreads, increased volatility, increase risk aversion, then it leads to a shock for the real economy."

Roubini said further quantitative easing by the U.S. Federal Reserve will not help a market already flushed with excess liquidity.

"At this rate of easy money, at some point, asset bubbles and credit bubbles (are) already occurring in some parts of the world, like in emerging markets," he said.

"The banks in the U.S. are already sitting on $1 trillion excess of reserves, (yet) they are not lending. The problems of the economy are problems of solvency, of credit, of houses, of corporates, of banks and not a problem of liquidity. I don't believe quantitative easing is going to make much of a difference.

Roubini believes the Obama administration needs to tackle the country's high unemployment head-on, and suggests the Obama administration adopt payroll tax cuts for a couple of years.

"That's a fiscal cost but where I suggest to make it revenue neutral is to make sure that the expiring tax cuts for the rich are going to be used," he said.

“So it's going to be revenue neutral, it is not going to be budget busting and it's also going to stimulate demand for labor. That's what we need in the U.S. economy — if you don't have labor income, you don't have consumption. You don't have consumption, you don't have economic growth."

On the ongoing dispute between the U.S. and China over the yuan exchange rate, Roubini disagreed with Chinese Premier Wen Jiabao’s view that a 20 percent appreciation will bankrupt many companies in its export sector.

“(China is a) country that has productivity growth and excess of wage growth — (it) can afford an appreciating currency without the negative effects on economic growth,” said Roubini.

 

[quicksilver]

IRLANDA, COSTO RICAPITALIZZAZIONE ANGLO-IRISH POTREBBE SUPERARE 35 MLD EURO, SPINGERE ALTRI DECLASSAMENTI RATING
- S&P

Reuters - 28/09/2010 08:56:23

 

[gipa69]

IRLANDA, COSTO RICAPITALIZZAZIONE ANGLO-IRISH POTREBBE SUPERARE 35 MLD EURO, SPINGERE ALTRI DECLASSAMENTI RATING
- S&P

Reuters - 28/09/2010 08:56:23

Questo è il grimaldello che stanno usando per sviluppare nuova negatività sui mercati, e questo fa capire come vogliano costringere la FED al nuovo quantitative easing, non vogliono che il mercato salga senza contributo di liquidità aggiuntiva sennò la strada sarebbe poca e la trappola sarebbe rischiosa anche per i big del mercato.