Derivati USA: CME-CBOT-NYMEX-ICE T-Bond,Bund,Gold: The pirates of deflinflation island

che testa di legno:wall: funzia:D lode a Quick grande sapiente informatico
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dan ocio , stasera mando la squadra delle calcina a fregarti la staffa multimonitor:D:V:D
ma che qazzone, non lo sai che al giorno d'oggi bisogna fare il reboot anche per la vaschetta dello sciaquone :D


PS: Ocio !
Merril Lynch: oil could fall below $25

BUY BUY BUYYYY :lol:
 
ma forse è perchè si rompono prima.... :lol:

stanno svendendo tutto, ogni giorno se non c'è qualche negozio che fa clearance per chiusura attività:D c'è qualche supermercato che parte con la settimana tutto al -20-30%
tra parentesi sono iscritto a una cosa toga che si chiama freecycler, in pratica è un gruppo online dove chi non vuole più una cosa mette l'offerta in rete e la dà gratis agli altri iscritti , non so se c'è anche in itaglia, in sti giorni sarà prchè stanno facendo el pulizie per natale:eek: oggi vedo dati un pianoforte a coda,lavastoviglie, lavatrici, tagliaerbe
 
enel, eni , ternaa in tracollo, btp alla frutta, grassie zilvio:D


Proprio poco fa su Bloomberg - TV ... si diceva che ENI ha raggiunto un P/E ...di circa .... 5 ... !


I bancari, in generale, dovrebbero avere un P/E ..., se non ho capito male, ancora più basso ...( ..?.. non son sicuro .. )





.
 
Proprio poco fa su Bloomberg - TV ... si diceva che ENI ha raggiunto un P/E ...di circa .... 5 ... !


I bancari, in generale, dovrebbero avere un P/E ..., se non ho capito male, ancora più basso ...( ..?.. non son sicuro .. )





.

e rendimento del 10%, enel anche di più se conferma il dividendo
con i bot allo 0,0000034% ...
 
niente da fare , chiusura candela 15 sotto la r1 hanno il q che lo spoore ceda e subito riprendono a comprarlo verso i max
 
11:34 am - Ticking Off: The market has pulled back to near mid-session levels across the board, with the curve trade leading the show. The belly has been dragging on prices while the light activity widens price swings. The 2-10-yr yield spread has unwound to slightly steeper levels at 174.2 after yesterday's trip to 166.8.
10:57 am - Eyeing the Highs : The Mar 10-yr futures contract found dip buyers near 123-13. Trade looks to be consolidating between there and the highs near 124-20. The gradual upward channel from Nov 25 persists with the Fed on the bid and safe haven bids keeping the body movin'.
2008120510565010yrFutures.png

10:25 am - Just Trading: Trade has been bailed out of a drop off as news on further financial shop job cuts, considered just the tip of the iceberg, hits the wires and the reality of the labor market situation hits. The ongoing flight into shorter term instruments is also fueling the run-up while the fall off in stocks will just grease the rails. The fed fund futures folks have sloped further into bucking for the larger 75 basis point rate cut by the mid-Dec meeting, running at 72% odds as well as starting to dip a toe back into expectations for a, wait for it, zero, 0.0% funds rate by late Jan (Keeping in mind...they're just trading this stuff).
09:53 am - Buck Bounced Better : The dollar is busy grabbing back ground after yesterday's rout. Its light correction yesterday has almost completely reversed. The euro has taken a nose-dive off 1.2850 but the dollar train will need to crash through 1.2545 to get moving again. In the meantime, the trader's market is dominating with swings the only game in town. Fundamentals and technicals are offering only passing interest and direction is evasive apart from a sideways chopfest. The yen is trying benefit from the risk aversion, but there just isn't much depth to the market and its gains are weak and subject to aggressive profit taking. The euro has support near 1.2625 intraday and 1.2545. Resistance awaits at 1.2850. Trade looks to be pivoting 1.2720 but a bias to the topside will prevail as long as 1.2545 is still in the game. Against the yen, the dollar found support near 91.60 and the break of 92 suggest a run at 91 is not out of the realm of possibility. Resistance awaits near 92.40 and 93. Trade will likely favor the yen on dips rather than chasing this rally. The pound bounced off 1.4520 pretty convincingly but offers near 1.4650 are capping now. The overwhelming bias is to the downside but trade could be awaiting better levels. Spot gold is getting beaten up at 751.17 (-15.83) while crude is off at 42.92 (-0.75).
20081205095258EUR_1.png

09:19 am - Falling on Profits: Bonds have been knocked back as players pocket profits and the market dives after a run up to unsustainable levels. The push to an insane 2.5% yield on the 10-yr has “overdone†written all over it but the reality is that players were sitting in the mid-400K area on payrolls, not the actualbefoerevisions -533K, so far beyond economists’ estimates that its almost, no it is laughable. Oh, but the actual rate was better than expected at 6.7%. The market will get some further help back up, but the upside is limited by the big old zero yield level.
08:57 am - Bounced Back 'n Forth : The market is not quite sure which way to go despite being handed a really bad downside miss. Trade is taking "the biggest loss since December 1974" in stride (Bloomberg). If possible, downward revisions added to the dark cloud hanging over the jobs market. The unemployment rate went up to 6.7% as expected and will likely be playing catch up in the coming months. The 2-10-yr yield spread is choppy but still flatter at 171.5.
08:09 am - Back to Flat : The market is making a half-hearted attempt at getting back above water after some profit taking took prices down a notch overnight. But, bad data overseas and the endless grab for quality has trade well supported and eyeing positive ground ahead of the jobs report. Prudential is looking for a handout and the Fed will be buying GSE debt maturing under 2 years to get rates down (Bloomberg). Meanwhile, the auto makers await approval of some form of assistance, The 2-10-yr yield spread is flatter at 173 as curve trade eyes its flattest level in nearly 3 months. Bond prices in the EuroZone were sent higher following a really bad German factory orders report while in Japan bonds squeaked out gains despite supply concerns. Treasuries are sitting on there hands in anticipation of a really bed payrolls report shortly. As usual the range (-440K to -220K) is wide enough to drive a few tanks through, but even the most optimistic estimate stinks pretty bad. Barring massive sticker shock on a worse-than expected miss, the market has already stolen any rally while better-than -300K could see a big pullback. Trade may look to fade the reaction regardless of what direction it goes as the fundamentals and technical factors have largely been a sideshow. The dollar is bouncing off yesterday's lows with the assistance of weak German data sending the euro on a swan dive off the 1.28 handle. The yen remains stuck on 92. Spot gold is slipping at 765.48 (-1.52) while crude is off at 43.44 (-0.23). Payrolls and all its fixings hit at 8:30 and consumer credit is at 15.
 
Treasuries Head for Fifth Weekly Gain as Jobs Lost in November

http://www.bloomberg.com/apps/news?pid=20602007&sid=acEoj6OXn80Y&refer=govt_bonds#


By Dakin Campbell and Cordell Eddings
Dec. 5 (Bloomberg) -- Treasuries headed for a fifth week of gains, pushing yields to record lows, after a report showed U.S. employers eliminated jobs in November at the fastest pace in 34 years as the recession deepened.
Yields on two-, 10- and 30-year securities declined to the lowest levels since the Treasury began regular sales of the debt. Three-month bill rates are 0.01 percent for a third day. Initial price gains posted following the Labor Department report were erased as traders speculated that the pace of the rally over the last seven days is unsustainable.
“People are just flocking to Treasuries,” said Richard Schlanger, a portfolio manager at Pioneer Investments in Boston, which oversees $44 billion in fixed income. “All you can say is, ‘My God.’ Things are going to get progressively worse.”
Two-year note yields dropped to 0.77 percent, the lowest level since regular sales began in 1975. The yield rose three basis points to 0.84 percent at 12 p.m. in New York, according to BGCantor Market Data. The 1.25 percent security maturing in November 2010 rose 2/32, or 63 cents per $1,000 face value, to 100 25/32. The yield tumbled 15 basis points in the week.
The 10-year note yield was 2.57 percent, after dropping to as low as 2.50 percent. The security is also set for a fifth weekly gain, with the yield declining 35 basis points this week. Thirty-year yields fell 1 basis point to 3.03 percent, bringing the weekly decline to 41 basis points. The yield fell as low as 3.005 percent.
‘Extreme’ Risk Aversion
Non-farm payrolls in the U.S. shrank by 533,000 in November, the 11th month that companies have cut jobs, the Labor Department said today. That was above the 335,000 median estimate of 73 economists in a Bloomberg News survey.
Rates on Treasury bills are near zero as investors sacrifice returns to ensure the safety of their cash. U.S. debt of all maturities has returned 12.3 percent this year while the Standard % Poor’s 500 Index has lost 42 percent.
“In the short end of the Treasury curve the risk aversion is still very extreme,” said James Demasi, a fixed-income strategist at brokerage Stifel Nicolaus & Co. in Baltimore. “Eventually you will have to have investors step out of T-Bills and into riskier assets.”
The share of mortgages 30 days or more overdue rose to a seasonally adjusted 6.99 percent while loans already in foreclosure rose to 2.97 percent, both record highs in a survey that goes back 29 years, the Mortgage Bankers Association said. The Federal Reserve said yesterday it plans to buy debt issued by the government-sponsored home-finance companies maturing over the next two years in an effort to help the housing market.
‘Extreme Duress’
Evidence of a deepening recession has raised speculation lawmakers will help the U.S. auto companies avert bankruptcy and pass a bigger-than-expected fiscal stimulus package in President-elect Barack Obama’s first days in office. The chief executives of General Motors Corp., Chrysler and Ford Motor Co. face House Financial Services committee members today as they renew calls for government help.
Jared Bernstein, an economist at the Economic Policy Institute in Washington who was named today as chief economist and economic policy director to Vice President-elect Joe Biden, said the job losses mean any economic stimulus to combat the recession likely will have to be larger than originally anticipated.
“The job market is under extreme duress,” Bernstein said in an interview. “It’s fair to assume that the upper bound on a stimulus package is going up, not down.”
Economists such as Kenneth Rogoff, a Harvard University professor, and Joseph Stiglitz, a Columbia University professor and Nobel Prize winner, have called for at least $1 trillion in government spending to spur the economy.
Fed Expectations
Bonds have rallied this week as traders raised bets the Fed will cut interest rates to near zero and Fed Chairman Ben S. Bernanke said the central bank may buy Treasuries to target long-term rates to revive the economy.
The difference in yield between two- and 10-year notes widened three basis points to 1.78 percentage points, the first increase in five days. The so-called yield curve is still the flattest since September, as traders bet longer-maturity securities will outperform.
Futures contracts on the Chicago Board of Trade show 80 percent odds that policy makers will lower the 1 percent target rate for overnight lending between banks by 75 basis points on Dec. 16, up from 32 percent a week ago. The rest of the bets are for a 50 basis-point cut.
‘Overbought Conditions’
Central banks in the euro region, the U.K., Sweden, Australia, Indonesia, New Zealand and Thailand cut interest rates this week as policy makers stepped up their response to the credit crisis.
A gauge of momentum used by traders to predict a change in price direction indicates 10-year notes are at so-called overbought levels. The 14-day relative-strength index for the March 10-year note futures contract reached 76.8. Readings above 70 indicate prices are likely to fall, while those below 30 indicate they’re likely to rise.
“The market is extremely overbought but what takes overbought conditions out of the market is time,” said Paul Horrmann, a strategist in Jersey City, New Jersey, at ICAP Plc, the world’s largest inter-dealer broker. “People think when we are overbought we’ll have a correction, but it doesn’t matter. If you stay at that area for a period of days you will take that overbought scenario out of the market.”
The yield on the so-called long bond reached a record low for the fifth straight day, prompting some investors to bet Treasury yields will rise.
‘Clearly A Bubble’
“Why anyone would give money to the United States government for 30 years at three or four percent is beyond comprehension,” said Jim Rogers, chairman of Rogers Holdings in Singapore, in an interview on Bloomberg Television. “Everyone is pumping bonds like crazy. It’s clearly a bubble.”
Money-market rates show banks are reluctant to lend to each other. The difference between what lenders and the Treasury pay to borrow money for three months, the so-called TED spread, was little changed 218 basis points today. The spread reached 464 basis points on Oct. 10, the most since Bloomberg began tracking the figure in 1984.
 

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