Fleursdumal ha scritto:
io non ho certo le conoscenze adatte per far una critica autorevole all'operato della FED , ma per me ha esagerato a regalar denaro. Una recessione "temperata" sarebbe stata più fisiologica, invece anche con la scusa delle varie tensioni geopolitiche , è andata ad incidere pesantemente sui ritmi economici con conseguenze che andremo a vedere, se sta ripresa economica è un bluff saranno cacchi amari.
Il T-Bond si è fermato preciso su s1. Quello che mi sta facendo incaXXare è che il petrolio è sceso sotto i 40$ e gli indici se ne stanno fregando, je possino
Fleur, non pensare che io sia un presuntuoso nell'esprimere opinioni sulla FED, credo semplicemente che abbiano capitalizzato al meglio, nell'interesse dell'economia americana, la credibilità costruita negli anni. Se poi sarà tutto un bluff, concordo, cacchi amari, e già pensa come stiamo messi male in Europa. Occhio al petrolio, si incontrano nel fine settimana i produttori OPEC.
Ti allego questo e buon fine settimana a te e a tutti gli amici del forum, a lunedi
Reuters
U.S. Treasuries mostly ease with weaker oil
Friday May 21, 12:56 pm ET
By Chris Reese
NEW YORK, May 21 (Reuters) - U.S. Treasuries prices mostly eased on Friday, backing off an early rally after oil prices fell, with investors expecting sustained weaker crude would be good for the economy but bad for bonds.
Analysts said if Friday's decline in oil prices were to prove sustainable following record high oil prices earlier this week, it would be help to stimulate the U.S. economy and make equities the more attractive market over bonds.
"If oil prices fall ... the (corporate) profit outlook will be better and also lower oil would bring down costs, making stocks the better asset class," said Tony Crescenzi, chief bond market strategist at Miller, Tabak & Co.
The timing of Friday's downturn in Treasuries nearly coincided with a call from Saudi Arabia for the Organization of Petroleum Exporting Countries to boost output in an effort to reduce crude prices, which hit a record high on Monday.
"The (bond) rally ended when Saudi Arabia indicated it wants OPEC (News - Websites) to produce 2 million additional barrels per day. That knocked oil lower and stirred a rally in equities," Crescenzi said.
As of early Friday afternoon, the benchmark 10-year Treasury note (US10YT=RR) was trading 8/32 lower, boosting its yield to 4.74 percent from 4.71 percent on Thursday.
Treasury yields move inversely to prices.
The 30-year bond (US30YT=RR) lost 15/32 in price, with the yield rising to 5.46 percent from 5.42 percent on Thursday.
Five-year notes (US5YT=RR) lost 4/32 for a yield of 3.87 percent, from 3.85 percent on Thursday.
The price of two-year notes (US2YT=RR) remained on the plus side however, trading 4/32 higher with yields easing to 2.53 percent from 2.60 percent on Thursday.
Most traders expect the Federal Reserve will boost official interest rates at its next meeting in late June. Government securities got a lift on Thursday morning from a disappointing survey of manufacturers in the Mid-Atlantic region and a surprising jump in jobless claims.
"There's a very, very modest reaction to the fact that Fed Chairman Alan Greenspan (in a speech in Philadelphia on Thursday) did not say anything to imply that rate hikes are more imminent or would be more aggressive than people have anticipated," said Drew Matus, senior financial economist at Lehman Brothers.
"The market also got through (Fed Governor Ben) Bernanke's (Thursday) speech on gradualism, so people are trying to relax before the next batch of important economic data late next week and the home stretch the week after when the government releases the monthly employment data," Matus said.
Bernanke said on Thursday that inflation was well contained and suggested a gradual movement toward higher interest rates was "reasonably likely."
Treasuries have sold off sharply over the last two months as market participants changed their minds about the timing of a Fed rate hike, with most converging on a strong likelihood that the first move higher will come next month.