QE3: Colpito ed affondato
- Creatore Discussione Caront€
- Data di Inizio
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- Tags
- diventare milionario
dariomilano
novellino
non per fare i catastrofisti.. che spesso tradando si sbaglia e succede il contrario.. però penso che sia degno di nota, se uno considera che il mercato attuale è un enorme derivato costruito sui collaterali (tra cui i treasuries)
As The China-Japan Conflict Escalates, Whom Will The US Support?
When the time finally comes for the inevitable discussion of just whom the US will support in the escalating China-Japan conflict: its long-term political ally Japan, where numerous naval bases are located, or its key inflation-exporting recipient and world economic powerhouse (ghost steel receipts notwithstanding) China, there will be much political rhetorical, many promises, even more lies, but in the end only one thing will matter. Money, or more specifically, debt and credit formation. Which brings us to the just released TIC data, which among other things shows that in July, Chinese holdings would have dropped to a 12 month low, if only the June print of $1164.3 billion had not been mysteriously revised to a fresh multi year low of $1147.0 billion, just so the July print of $1149.6 billion can be an uptick. More curious it that Japan, quite mired by its own debt "situation" of Y1 quadrillion in public debt and rising, continue to grab US paper with both arms, and as of July touched on an all time high of $1117 billion (maybe in another all-in gambit to show its "solidarity" with Big Uncle Sam in hopes Big Uncle Sam will support the Senkaku incursion).
The net result is that the spread between Chinese and Japanese US Treasury holdings has declined to a tiny $33 billion, from $430 billion one short year ago (we know that China is now actively buying gold with its current account cash instead of US paper but that is irrelevant for the time being). What is more importantly is which of its top US Treasury holders (the Fed being naturally the largest) will the US end up disappointing: China or Japan, because as much as it wants, it won't be able to support both. What happens if and when the snubbed party decides to dispose of its $1.1 trillion in US securities?
As The China-Japan Conflict Escalates, Whom Will The US Support?
When the time finally comes for the inevitable discussion of just whom the US will support in the escalating China-Japan conflict: its long-term political ally Japan, where numerous naval bases are located, or its key inflation-exporting recipient and world economic powerhouse (ghost steel receipts notwithstanding) China, there will be much political rhetorical, many promises, even more lies, but in the end only one thing will matter. Money, or more specifically, debt and credit formation. Which brings us to the just released TIC data, which among other things shows that in July, Chinese holdings would have dropped to a 12 month low, if only the June print of $1164.3 billion had not been mysteriously revised to a fresh multi year low of $1147.0 billion, just so the July print of $1149.6 billion can be an uptick. More curious it that Japan, quite mired by its own debt "situation" of Y1 quadrillion in public debt and rising, continue to grab US paper with both arms, and as of July touched on an all time high of $1117 billion (maybe in another all-in gambit to show its "solidarity" with Big Uncle Sam in hopes Big Uncle Sam will support the Senkaku incursion).
The net result is that the spread between Chinese and Japanese US Treasury holdings has declined to a tiny $33 billion, from $430 billion one short year ago (we know that China is now actively buying gold with its current account cash instead of US paper but that is irrelevant for the time being). What is more importantly is which of its top US Treasury holders (the Fed being naturally the largest) will the US end up disappointing: China or Japan, because as much as it wants, it won't be able to support both. What happens if and when the snubbed party decides to dispose of its $1.1 trillion in US securities?
dariomilano
novellino
i tedeschi se chiudono così entrano short anche loro penso..
Caront€
Succube a prescindere!
rientro or ora...
bella chiusura
mi preoccupa la tenuta dei 16000 vediamo.
per il daxe è ancora flat manca la chiusura sotto 7310...
vediamo domni.
adesso vado a preparare la cena e magari riesco pure a scrivere qualche altra minkiata...
Ultima modifica:
dariomilano
novellino
rientro or ora...
bella chiusura
mi preoccupa la tenuta dei 16000 vediamo.
per il daxe è nacora flat manca la chiusura sotto 7310...
vediamo domni.
adesso vado a prparare la cena e magari riesco pure a scrivere qualche altra minkiata...
per me dovrebbe essere già short perchè se non sbaglio in chiusura si è tuffato proprio al livello che dicevo.. però il dax non lo trado
Caront€
Succube a prescindere!
per me dovrebbe essere già short perchè se non sbaglio in chiusura si è tuffato proprio al livello che dicevo.. però il dax non lo trado
a me da 7348 come close...
ma poi chissenefrega...tanto non sono entrato
Allegati
Ignatius
sfumature di grigio
È questo il 3D dei pippaioli?
Sacrìlego, come osi? non losso mai è candidato a diventare campione del mondo di guraggine indoor. Facciamogli un po' di training autogeno, si sa mai che ne abbia bisogno!
Fellone anche tu! Questo thread è serissimo, e ci vorrebbe il numero chiuso affinché solo i rispettosi devoti del guru vi potessero accedere.sisi sei nel posto giusto
Comunque, è vero quel che si dice in giro, ovvero che nei serissimi thread che pòpolano la sezione tecnica, ogni tanto qualche bella topa con le tette in bella vista ci può stare?
Nel caso, inizio io!
.
Allegati
superbaffone
Guest
oibò
cosa ci farà mai il moderatore meno moderato
di tutto il forum su qusto 3d...
credo che si stia spergendo la voce dell'arrivo
del nuovo messia e Argy ci vuole vedere chiaro...
appena sente parlare di pippe, appare
