Use this thread to discuss treasury bills, notes, bonds from central banks around the world.
National Debt, T Bills, Bonds 0 replies
Leveraged US treasury Bonds 2 replies
Bonds and how they influence Forex. 5 replies
Bonds and how they influence Forex. 0 replies
Quoting IsotonicDislikedpeaking on 7th when the BoE was set to make a rate decision. That was the same day as the London bombs and price spiked to complete the move. Since then it has fallen back to the current 4.575 mid price, so the rate cut this month could be a one off.Ignored
Quoting IsotonicDislikedOne thing that puzzles me is that if the pound expectations fell by over twice as much as the euro, then why did it head south instead of north? )Ignored
Quoting merlinDislikedif my analysis is correct (thats a BIG if), what does that mean to the dollar?
to me it says the dollar heads north because if long term rates get to 7%, everybody is going to want to own dollars.
what do you think?Ignored
Quoting narafaDislikedI disagree with you Merlin a little bit. If feds need to cure the housing boom, they have 2 choices:Ignored
Quoting narafaDisliked1- To bring up rates to the near 6-7% area so that people see housing investments as dull and go put their money in something elseIgnored
Quoting narafaDisliked2- To stop hiking rates at the 4-4.5% level and leave the housing boom healing to timeIgnored
Quoting narafaDislikedIn scenario 1, they are slowing both the housing segment and all other segments of the economy as well, so the risk over the whole economy is high if this scenario is put to action. You can't fix a panic with another panic.Ignored
Quoting narafaDislikedOn the other hand, if housing boom is left to time to cure, this would be very positive to the whole economy, as money will be injected back into other segments other than real estate slowly and without any booms, and at the same time, cost of capital will be still acceptable to most companies who want to finance operations.Ignored
Quoting IsotonicDislikedmerlin is the "action man" on bonds so i'm hoping he'll comment on his shorts!Ignored
Quoting merlinDislikedim short the SEPT 30yr at 114 14/32 (USU05).
im short the DEC 10yr at 110'31.5 (TYZ05).Ignored
Quoting merlinDislikedLOL!
ya know whats funny about that? you are absolutely right about my entries, however, i entered pretty much randomly LOL!
iso, i know you are feeling me on this, you need to get short buddy, bonds are about to break down and i dont want to have to celebrate by myself!!!
you saw that move today, right?Ignored
Quoting IsotonicDislikeddo you think bonds will drop big? i think on the 30yr if it breaks 114 convincingly then yes but on the monthly and weekly it is channelling up..?Ignored