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  1. E

    Anybody else short US 30 Bond

    The Fed will not let the inflation fall and then the floater part of the bond is only going to be revalued.
  2. E

    Anybody else short US 30 Bond

    I’m sorry, but I do not understand. When you buy a bond below 100, you get a sure capital gain on redemption. Then the bond revalues itself each year at the rate of inflation: isn’t it a great protection of purchasing power?
  3. E

    How will weakening US bonds effect the USD?

    The more the spread between Tnote and Bund will widen, the more the dollar will get appeal, so accumulate U.S. debt in the portfolios from now on by selling Bund.
  4. E

    Anybody else short US 30 Bond

    The 4% on the Tbond is closer, and this is going to be the sell signal of the equità.
  5. E

    Ichimoku Trading

    Long EurNzd
  6. E

    AUD/USD and Gold

    The Australian central bank has confirmed that it will reduce rates again to support the growth (and weaken the currency) ... follow the trend.
  7. E

    When will the China bubble pop?

    The Chinese government has decided an audit on its public debt, other bad news after the credit crunch.
  8. E

    But what about copper ?

    The performance of this morning of the Aussie (and its bad data on the housing market) make the break of the long-term support of the copper very likely.
  9. E

    Why did Japan say they want 2% inflation when they are panicking with 10y bonds @ 1%?

    Congratulations to Abenomics, retail sales of June -0.2%!!!
  10. E

    When will the China bubble pop?

    Today 6% on Shibor 1 month (+200 bp in two weeks), new tensions on the interbank http://www.zerohedge.com/news/2013-07-27/why-chinas-leaders-know-theres-storm-ahead
  11. E

    When will the China bubble pop?

    In the last week the 1 month Shibor rate began to rise again at 5.70% (from 4%). The stress on the credit is coming back…
  12. E

    Anybody else short US 30 Bond

    Why are you saying that the price is meaningless?!? The real yield is almost null, but with this tool, the purchasing power is not eroded. I hope in a further fall to increase my position.
  13. E

    Why did Japan say they want 2% inflation when they are panicking with 10y bonds @ 1%?

    Target 99.30 has been reached and exceeded. Now there are some very interesting perspectives considering the excellent seasonality of August for Jpy. Stay short next target 94.00.
  14. E

    Anybody else short US 30 Bond

    TIPS 0 1/8 01/15/2022 price 99.00 Isin US912828SA95
  15. E

    When will the China bubble pop?

    Interbank rates are rising again in China .... http://www.zerohedge.com/news/2013-07-25/how-deep-real-economic-problem-china
  16. E

    Anybody else short US 30 Bond

    We can find again TIPS quoting below 100, a good opportunity to buy the U.S. inflation 100%
  17. E

    Anybody else short US 30 Bond

    Rates are rising again. The market fears that the Fed on July 31st formalizes the tapering. Area 2.90% is a USA 10 years buy area in my opinion.
  18. E

    But what about copper ?

    ...in fact I was referring to inventories. In the initial phase of destocking, prices naturally fall as the buyer "buys" less as the demand is too low to justify an increase in inventories.
  19. E

    How to trade the EUR now

    I would not trade at least until the eve of the two-days of central banks FOMC July 31st – ECB August 1st.
  20. E

    When will the China bubble pop?

    Still bad news coming from China: http://www.zerohedge.com/news/2013-07-23/china-pmi-plunges-11-month-low-employment-weakest-over-4-years
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