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I think a lot of ET "pros" are not watching the bigger picture. Some junk bonds from Europe are yielding in NEGATIVE territory... From the WSJ: Oxymoron Alert: Some ‘High Yield’ Bonds Go Negative For junk bonds that have negative yields, peculiar characteristics help explain their especially...

Merrill = POS!

This is not unexpected. It´s a commercial decision. After they published the White Paper last month, it was clear where the journey will go. Anyway, Citi will lose it´s Top Spot in the FX League....;=)

I am not using them. Their spreads are horrible (marked up raw spreads) and the commission quote of 15 USD way out of line what professional FX traders pay. And yes, it´s easier to aggregate liquidity yourself nowadays. You find a proper independent software company, set up a PB relationship...

Everybody and his grandfather is long T Bonds and T Notes. I am shorting T Notes front month at 127.305 with a target of 123.155. Yield should come back in underlying to 2.20-2.25%. let´s see how this works out... Here is even a nice chart to demonstrate the beauty of the trade (/sarc):

You are absolutely right! Real yields are a MAJOR joke in the UK. This is not only a short - this is a mega short. There is no inherent risk premium in UK bonds. Lately, I spoke to an asset manager at Aberdeen (several hundred billion AUM). He said, the craziness stems from regulatory duties on...

A lousy $34 Million? One month of profits....

Thanks for sharing. Didn´t have this on my radar.

Tweet from Trump:"European Markets rose on comments (unfair to U.S.) made today by Mario D!" It´s about time to drop this President at the next election. I have seen many Presidents come and go, but this "guy" in the White House has breached every unwritten law in the financial industry. I...

Zerman idiots! I mean German idiots!

With other words: China loves tariffs, too. Especially the once on US products and services.

China increased its retaliatory tariffs hitting US exports on June 1 in response to President Donald Trump’s latest escalation of his trade war. Yet, this action is only half of the bad news for US exporters. The other half is that China has begun rolling out the red carpet for the rest of the...

Fawcett must be very busy scrambling through all these data-driven signals. Hopefully, he finds the "quality stuff". And $300k is really a cheap price! Ha, ha, ha. Stevie must laugh all the way to the bank. That´s not even one year´s salary for a good research analyst!

You mean the Ponzi scheme is growing. Why don´t you ask professional investors whether they would invest into this crap? Because professional know what a rigged "crpyto market" is! And don´t pretend that digital currencies didn´t exist some 70 years ago.

Couldn´t care less for what the President is fighting for.... You are aware that you as a consumer - relying on the daily import of Chinese goods - are responsible for the trade balance and lastly twin deficit? Save more money, spend less on Chinese goods and the problem will disappear. As...

https://www.cnbc.com/2019/05/18/us-may-scale-back-huawei-trade-restrictions-to-help-existing-customers.html The Commerce Department, which had effectively halted Huawei’s ability to buy American-made parts and components, is considering issuing a temporary general license to “prevent the...

These bastards deserve their FX license being revoked which basically means they would be out of business to serve multi-national companies. This would be the correct and ONLY acceptable regulatory response. If any of of Tier2 or Tier3 would have engaged in such a behavior, licenses would be...

Seems, protective puts have been a clever idea ;=) Anyway, I expect a last gap closing move in JPY Futures before the real sell off starts - maybe in August/September when the FED will start to cut rates again! So, does anyone here understands a thing or two about dynamic hedging strategies? :D

Here comes one of these situations: China-US negotiations ongoing and fluid. Several gaps now open. Although I see Japanese YEN being bid, there might be chance of closing the gap at .0.90315 before moving significantly higher. I will play this scenario with some protective puts.

Seems, all these "quant hedge funds" are incapable of reading AND understanding basic 101 correlations: 1) Harvard, Hawaii Gambled on Market Calm—Then Everything Changed Harvard, Hawaii and others, pressed to improve returns, made risky bets that depended on low stock-market volatility...