歐元公債看空
ECB October Meeting Could Start Tapering
已更新
Quote:
"A hawkish ECB has placed German bund yields squarely in the spotlight
Once described as the “short of a lifetime” by the likes of bond gurus Jeffrey Gundlach and Bill Gross, bets on German government bond yields, or bunds, heading higher have preoccupied the minds of investors who highlight the divergence between German and U.S. bonds.
Yet, talk of investors wagering for the gap to narrow have gathered momentum recently.
What’s the catalyst?
European Central Bank President Mario Draghi has hinted that a more substantial discussion of the tapering of the ECB’s €60 billion ($71.7 billion) monthly asset purchases at its October meeting. Many investors have bet on that yield differential to narrow, with many wagering for the value of bunds to fall, pushing yields higher."
Source: marketwatch.com/story/a-hawkish-ecb-has-placed-german-bund-yields-squarely-in-the-spotlight-2017-09-15
Opinion: The multi year support of financial markets with QE's and QQE's could come to an end. Usually stockmarkets react to steps like this with short term or medium term falling prices.
"A hawkish ECB has placed German bund yields squarely in the spotlight
Once described as the “short of a lifetime” by the likes of bond gurus Jeffrey Gundlach and Bill Gross, bets on German government bond yields, or bunds, heading higher have preoccupied the minds of investors who highlight the divergence between German and U.S. bonds.
Yet, talk of investors wagering for the gap to narrow have gathered momentum recently.
What’s the catalyst?
European Central Bank President Mario Draghi has hinted that a more substantial discussion of the tapering of the ECB’s €60 billion ($71.7 billion) monthly asset purchases at its October meeting. Many investors have bet on that yield differential to narrow, with many wagering for the value of bunds to fall, pushing yields higher."
Source: marketwatch.com/story/a-hawkish-ecb-has-placed-german-bund-yields-squarely-in-the-spotlight-2017-09-15
Opinion: The multi year support of financial markets with QE's and QQE's could come to an end. Usually stockmarkets react to steps like this with short term or medium term falling prices.
註釋
In shedding bonds, Fed aims for boring end to crisis-era measures investing.com/news/economy-news/in-shedding-bonds-fed-aims-for-boring-end-to-crisisera-measures-529814
註釋
Borrowing bonds may get harder as Fed pares holdingsinvesting.com/news/economy-news/borrowing-bonds-may-get-harder-as-fed-pares-holdings-530172
註釋
FUNDAMENTAL VIEW, EUROPEAN PMIEurozone growth seen picking up in September — Markit PMI
ft.com/content/715dc0e2-9025-3fed-8d94-ef8f66dfd48d
註釋
Fed's Harker sees three rate hikes next year, after one more in 2017 investing.com/news/economic-indicators/feds-harker-sees-three-rate-hikes-next-year-after-one-more-in-2017-537294
註釋
FUNDAMENTAL VIEW: US TAX REFORM Remark: US TAX cuts likel to cut tax revenues as well. US T-Bonds should face more headwinds and pressure long term.
Quote: "If Senate can pass budget resolution, tax cuts have strong chance: Zoellick
Source: marketwatch.com/story/if-senate-can-pass-budget-resolution-tax-cuts-have-good-chance-zoellick-2017-10-14?siteid=bigcharts&dist=bigcharts
註釋
Germany's Greens warn against blind adherence to balanced budget investing.com/news/world-news/germanys-greens-warn-against-blind-adherence-to-balanced-budget-546660交易進行
註釋
Short Term Target Reached: US TBond Yield 2,60%Stockmarktes vs. Bond Markets:
investing.com/news/stock-market-news/asian-shares-step-back-from-2007-peak-oil-at-threeyear-high-1084803
相關出版品
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。