Anybody else short US 30 Bond

Quote from trader198:

too early, I am selling ZT/ZF. 2/5 yrs note rate is rediculously low, just 0.37%, 0.67%.

will keep eye on ZB(seems not good for short), will buy when it hits 4.3%+ ~4.8%.

normally the market will overract, so it is safe to short, the rate may finally print 5%,6%, even 7%,8%.market is blind,always make wrong bet.
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The 10 years moving average passes in area 4.10%, never surpassed in the secular bear market of the U.S. rates.
 
Euro Bunds trading weak. Rising rates in Europe could drive US long-term treasury rates higher as well. Recall a Euro area central banker comment that caused US rates to spike higher not too long ago.
 
The US Tips are still interesting in my opinion. With the recent rates downward it's possible to hedge the inflation with a positive spread.
 
Quote from elisab:

I believe that one of the strongest motivations about the fall of the US bond prices is linked to the strong sales coming from emerging countries, trying to protect the local currencies.
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I think once we hit 4.25% on the 30 yr it will be worth looking at the long side. But it would be just like the market to just keep on motoring despite the fundamentals being weak.

Everyone is so jaded by low rates. Great time for mkt to clean their clocks.
 
I think LT rates have peaked. Bonds had a false break down that snapped back, and they are already starting to price in the taper. Today bonds vs stocks moving in opposite direction.
Bonds seem to be responding again to bad economic news.
Still I wouldn't touch the mREITs because they can continue to do bad if stock prices take a hit.
 
Quote from Cdntrader:

I think once we hit 4.25% on the 30 yr it will be worth looking at the long side. But it would be just like the market to just keep on motoring despite the fundamentals being weak.

Everyone is so jaded by low rates. Great time for mkt to clean their clocks.
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The achievement of the 10 years moving average by the TBond has always coincided with the outbreak of a financial crisis. I think the same will happen this time too, and this will help to lower the rates.
 
Quote from pikachu9:

I think LT rates have peaked. Bonds had a false break down that snapped back, and they are already starting to price in the taper. Today bonds vs stocks moving in opposite direction.
Bonds seem to be responding again to bad economic news.
Still I wouldn't touch the mREITs because they can continue to do bad if stock prices take a hit.
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This late August action is just noise imo. Lets see what it looks like next week.
 
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