Anybody else short US 30 Bond

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.

Quote from benwm:

5.1% was the rumour in London
 
It came over the Ransquawk commentary I was listening to this morning during London hours.

Would that be such a shocker? 4.4% last time.

And anyway, food inflation is already 10%+, read something a week or so ago that said in reality it's nearer 20%
 
Kind of.... Suvey is 3.3%.

Quote from benwm:

It came over the Ransquawk commentary I was listening to this morning during London hours.

Would that be such a shocker? 4.4% last time.
 
well I'll look a dick tomorrow if it comes in 3.3%

but I'm just relaying what I heard..they only mentioned it once so it is possible that I misheard?

I don't think so.
 
386 pages of posts in this thread, and today is the first time I'm viewing it.

Congratulations to anyone who has caught the recent downward move in bonds, particularly the 10 yr and 30 yr.

The thing I love about this is that after Bernanke was made Time Magazine person of the year in 2009, the bond market is suggesting that QE:

(1) Can't keep long-term interest rates down and
(2) Might even cause long-term rates to rise

Out of all of the grey swans
http://mercenarytrader.com/2010/11/weekender-swan-spotting/

I thought that the bond market was a concern in the background.

Clearly in the last couple of days it has moved clearly to the foreground.
 
Go to http://ransquawk.com/live
Headlines page 3 near the bottom (08:00)

It says:-
08:00 ECONOMIC COMMENTARY Market talk of higher Chinese CPI figure of 5.1% Y/Y vs. Exp 4.7% due to be released tomorrow

Edit: Just realized you need a login to see that page
You can sign up for a free trial to view the page, don't need to give any credit card details or anything like that
 
If it's Chinese CPI, I thought it was coming out later this week, rather than tomorrow. Also, BBG consensus is 4.7% YoY.

I haven't heard of any Chinese selling, but the rumors of the other usual suspects being active abound.
 
Quote from Martinghoul:

5% Chinese CPI is what benwm is possibly referring to... Is that right, benwm? If that's the case, it's coming out later this week, rather than tomorrow.

yes, that's right

the possible RMB revaluation is just my hunch
 
Can someone with a better knowledge than me of bonds help with a question or two:

What is the approximate value of 1 tick in bond futures in terms of yield?

Is there any way I can calculate this for myself?
 
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