ECB October Meeting Could Start Tapering關於TVC:EUBUND由SwissView提供

Trend Analysis Beyond Technical Analysis

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"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."
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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.

評論:

In shedding bonds, Fed aims for boring end to crisis-era measures

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Borrowing bonds may get harder as Fed pares holdings

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FUNDAMENTAL VIEW, EUROPEAN PMI

Eurozone growth seen picking up in September — Markit PMI

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Fed's Harker sees three rate hikes next year, after one more in 2017

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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
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評論:

Germany's Greens warn against blind adherence to balanced budget

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