Anybody else short US 30 Bond
- Thread starter richard_m
- Start date
Steepener capitulation. I adore PANIC.
So how much $ will the primary dealers pocket in with their "risk free trades" ?
remember boys they are buying off the run paper, ZB 113-134 you gotta think they will stop I mean with a .51% 2 year this is enough! Bought NOB this morning thank you ZB! High was 140-142 when world was ending and ES was 665.
Only buying 18B we issue that every two weeks just in 2's...
10 yr Donk I agree the trade has been horrible what about ES? The fu#ker goes one direction I sold 1122 and 1124 and couldn't make $ on em for 2 days and then it drops 50 bucks every trade is brutal I just sold the high at 98.50 and was gald to buy 97.75 the thing just sucks I hate ALGOS!
Only buying 18B we issue that every two weeks just in 2's...
10 yr Donk I agree the trade has been horrible what about ES? The fu#ker goes one direction I sold 1122 and 1124 and couldn't make $ on em for 2 days and then it drops 50 bucks every trade is brutal I just sold the high at 98.50 and was gald to buy 97.75 the thing just sucks I hate ALGOS!
what I was talking about, sell Mortimer sell!
But with B Gross on the bid what can you do? Zb goes up a handle a day...
http://ftalphaville.ft.com/blog/2010/08/18/318671/stop-the-market-the-fed-wants-to-get-off/
But with B Gross on the bid what can you do? Zb goes up a handle a day...
http://ftalphaville.ft.com/blog/2010/08/18/318671/stop-the-market-the-fed-wants-to-get-off/
I'm thinking about Dec Tlt puts , any better options. I feel bonds will crush by December.
From Citibank :
Our rates strategists, Mark Schofield and Robert Crossley, believe that bond yields will rise. They believe the sustained global economic recovery, the historically low level of bond yields and gloomy fiscal outlook will all contribute to eventually drive yields higher. Their forecasts are for US bond yields to rise by 75 basis points by the end of 2010 and a further 70 basis points by the end of 2011. German 10-year yields are expected to rise by 60 basis points and another 15 basis points over the same periods.
http://ftalphaville.ft.com/blog/201...-decoupling-is-quite-the-conundrum-citi-says/
Heard this story before from Morgan Stanley´s strong steepening "believers"...
Our rates strategists, Mark Schofield and Robert Crossley, believe that bond yields will rise. They believe the sustained global economic recovery, the historically low level of bond yields and gloomy fiscal outlook will all contribute to eventually drive yields higher. Their forecasts are for US bond yields to rise by 75 basis points by the end of 2010 and a further 70 basis points by the end of 2011. German 10-year yields are expected to rise by 60 basis points and another 15 basis points over the same periods.
http://ftalphaville.ft.com/blog/201...-decoupling-is-quite-the-conundrum-citi-says/
Heard this story before from Morgan Stanley´s strong steepening "believers"...
Yep. Based on early year forecasts we were suppose to be at 4.25 - 4.5 % on the 10 year by now.