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haaaaang on - your prediction that dec 26 was a bad day because a bad thing happened once on dec 26? really??

you are paying commission on those fake trades aren't you?

Think that's probably true in equity land. In fixed income land, bloomberg is the industry standard for everything from calculations to ticket writing. Not to mention EVERYONE in fixed income land is on bloomberg, so the internal messaging system works pretty well.

You say it's a tongue in cheek - okay - then in the next paragraph you go back to dumping on the NFL about east coast pansies? So is what you said tongue in cheek, or do you know understand what tongue in cheek means? Also - awesome if they hit a pole and kill themselves. Not so great if...

So it's a lame a bunch of philly as*hole fans who gets stupid drunk and belligerent at the games don't run over other people in dangerous snow conditions? yeah, real lame. Look, I want to see a outdoors football game like the good ol' days as much as the next guy but the game cancelation was...

I could be wrong - but we have about 100 bloomberg terminals across all the desks and the IT guy in charge of them once told me that Bloomberg does not given volume discounts at all. Given how they operate, I'll believe that.

You need the change in the implied vol of your options, not the vol index.

should be 2:15 EST; maybe someone got the time zone wrong?

Don't be silly; I see +910/930 market.

Um... unless I'm looking at the ICI report wrong (which I could, given I glanced at it quickly), it says that in 2010 the (%) of households holding mutual funds rised to 43.9% from 43% in 2009 (45% in 2008, 43.6% in 2007) and equity remains the most popular choice. So it seems to support that...

I heard what martingoul heard; not a peep about china from either dealers with strong london desks or strong japanese desks.

Um... where do you see that? (I'm not challenging - I haven't paid much attention to retail flow) However, I do know that institutional flow (pensions, endowments) have been flowing from fixed into equities and EM.

Investors?? You know the syndication desk doesn't keep the stock right?

That's not exactly true. Vast (as in the overwhelming majority) amount of stocks are held in (state, union, etc) pension funds, mutual funds (don't forget all the private sector 401ks), endowments, etc; So lifting equity prices will create a wealth effect through elevating those assets...

It's not. I think it's a point oft confused; QE1 was to create liquidity. QE2 is to affect growth through what Bernanke called the 'portfolio channel'. That is - driven riskfree assets so rich that investors search for return in the more risky stuff - ie, stocks - and create a wealth effect down...

Then there's the curve component too since the cheapest to delv for the 10y fut is the T 4.25 11/17s. The 11/17s trade at a spread to the 10y on-the-run.

whoops... I thought you were referring to the 12/14 PPI numbers. Nevermind what I said then.

Kind of.... Suvey is 3.3%.

What do you mean by 'london'? None of the commentaries I read this morning coming from london desks mentioned anything about this. If this were the case, we'd see FAR bigger action than we have.

5%+.... That's really really doubtful. I'll take the other side of that bet any day. If that's the case, 10Y TIPS breakevens should be flying... they are not. Also - there's no China dumping. Overnight asia flow shows the Japs selling on weakness (they've been buying on strength). Looks like...