Bonds Behaving Short

[scriabinop23]

so bond shorts:

still short? does this selloff continue?

 

[number22]

Quote from scriabinop23:

so bond shorts:

still short? does this selloff continue?

I don't like the bond at current level; not after Ben's cut; short 2 and 5. I don't think we are going into recession; but maybe stagflation; but China is booming and pug its currency with USD; the better side of story; they need more USD to purchase commodities from now on.

5 year should be at least 5%. China should dump US treasury slowly and push the yield up a bit.

 

[dhpar]

watch out for next week's auctions...

 

[timbo]

China should dump US treasury slowly and push the yield up a bit.

Being pegged to the dollar sucks.

 

[number22]

Quote from timbo:

Being pegged to the dollar sucks.

The difference between Chinese Bank loan and Foreign loan are getting bigger after Ben's cut; it is unhealthy to China too; people can get cheaper USD and put back into China; seriously damp Chinese efforts on curtail its inflations.

China is facing the dilemma created by Fed. What a game.

 

[Spectre2007]

bonds want to spike spike...coiled market..

 

[Spectre2007]

progress of the multibillion dollar coiled market...

 

[kashirin]

10 y up a lot
and dollar down again

I think it's tie to sell 10y now

 

[number22]

Bearish on Bond;
Bearish on Oil;
Bullish on equities; foreign indexes as well.
Natural on Gold;

 

[number22]

Wrong about oil; but Bond still bearish.

After today's number; why would anyone buy bond?