Search results

  1. M

    Bund's off the leash

    I am not sure if "killing it" is how I would describe it. More "getting killed" going on at the moment, from what I can see.
  2. M

    Global Macro Trading Journal

    Nothing to worry about here: EU Parliament President Buzek Says No Crisis in Eurozone Area
  3. M

    Bund's off the leash

    All is well here... Nothing to see, move right along.
  4. M

    US hedge funds bet against Italian bonds

    Well, he's weathered worse, so who knows...
  5. M

    Futures spread trading

    I average in... A whole lot of variables go into the estimation of "value". If we do this here thread seriously, we can go through some stuff. It would be interesting.
  6. M

    Global Macro Trading Journal

    Daal, this is the place to go for the latest statistics on who's exposed to what toxic crap: http://www.bis.org/statistics/consstats.htm It's the data that the report I mentioned yesterday is based on.
  7. M

    EU : Ban on ratings for countries under international rescue schemes

    They're barking up the wrong tree, as usual.
  8. M

    Rumor from Brussels: Eurozone Bond is coming...

    Schauble has explicitly excluded Eurobonds as they would be in contradiction to basic German law.
  9. M

    EU Justice Commissioner Viviane Reding:Need To Smash Cartel Of 3 US Rating Agencies

    It's rather interesting that the EU Justice Commissioner doesn't know that Fitch is actually owned by the French. At any rate, they are yet again barking up the wrong tree.
  10. M

    US hedge funds bet against Italian bonds

    Not sure, but things have settled down a lot on the back of a reasonably good BOT auction and some promises out of Italy. Nobody has actually seen the ECB buying.
  11. M

    US hedge funds bet against Italian bonds

    No, this is an erroneous rumor... ECB IS NOT IN THE MKT.
  12. M

    US hedge funds bet against Italian bonds

    322bps to bunds now; 10y yield at 5.84% This is now getting downright fugly.
  13. M

    US hedge funds bet against Italian bonds

    Lots of that been happening in Spain-Italy. It's been pretty violent.
  14. M

    Secret Federal Reserve Location Revealed, Fed needs a bunker too

    What I told you in a PM a while ago is the whole truth and nothing but the truth.
  15. M

    Secret Federal Reserve Location Revealed, Fed needs a bunker too

    Sure, if you promise to stop all the strange talk about blowjobs, which is making me a bit uncomfortable (as I just don't swing that way).
  16. M

    Secret Federal Reserve Location Revealed, Fed needs a bunker too

    What you be talking about? I am Papua New Guinean, through and through...
  17. M

    US hedge funds bet against Italian bonds

    302bps to bunds now; 10y yield at 5.685% It ain't getting any prettier.
  18. M

    Forumla to calculate prices with options?

    It's the emotional age, HC, not physical... I been staring at the European debacle and it has aged me prematurely.
  19. M

    Global Macro Trading Journal

    There's a new BIS paper out, but I don't think you should be concerned. The FTQ inflows into CHF are going to far far outstrip whatever selling might occur when people realize CHF banks are exposed. This is the paper and you might find what you seek pp15 onwards: http://bis.org/publ/cgfs43.pdf
  20. M

    Global Macro Trading Journal

    Nicely? It was up almost 1.5 points at one point today, mate!
Back
Top