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2150 Posts Total by "catnip":

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catnip

(Frankfurt, Germany)

2148 Posts by Anonymous "catnip":

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catnip

Frankfurt, Germany

Posted Anonymously

14 years ago

Apr 13, 2010 16:56

In Thread: EUR

The difference is BOJ and FED fighting deflation ECB creating inflation.

catnip

Frankfurt, Germany

Posted Anonymously

14 years ago

Apr 13, 2010 14:43

In Thread: EUR

Yes I expect the yield differential UST 10 y Bund 10 y to drop as Bund yield will rise. Hence EUR will drop vs USD as well.

catnip

Frankfurt, Germany

Posted Anonymously

14 years ago

Apr 13, 2010 13:21

In Thread: EUR

Just Bloomberg for today "Greece Sells $2.1 Billion of Debt After Rescue Plan "

catnip

Frankfurt, Germany

Posted Anonymously

14 years ago

Apr 13, 2010 11:21

In Thread: EUR

Notice: The 52-week bills were sold at a yield of 2.2 percent at the January auction, compared with an average of 1.62 percent in the previous four auctions in 2009.
Thus a yield 4.85% after the pledge is not a big sign of increased confidence.

catnip

Frankfurt, Germany

Posted Anonymously

14 years ago

Apr 13, 2010 11:14

In Thread: EUR

Greece sold 780 million euros ($1.06 billion) of 26-week bills at a yield of 4.55 percent, with bids for 7.67 times the securities offered, the nations debt agency said today in Athens. It also offered 780 million euros of 52-week securities at a yield of 4.85 percent, with a bid-to-cover ratio of 6.54 times. The Public Debt Management Agency said last week it had planned to sell a combined 1.2 billion euros of the bills.
My comment: this reflects just a zero fail risk for short term because of EU pledge. Nevertheless in the course of the auction EUR/USD fell 60 pips.

catnip

Frankfurt, Germany

Posted Anonymously

14 years ago

Apr 13, 2010 9:39

In Thread: JPY

Since Jap is in deflation and BOJ works against deflation for some ten years JPY can be considered as safe. Should earnings disappoint and PBOC tighten you will see JPY strenghten esp. vs EUR since EURzone is highly inflationary.

catnip

Frankfurt, Germany

Posted Anonymously

14 years ago

Apr 13, 2010 8:30

In Thread: EUR

Wait for sales of Greece short term bonds. I expect auction will meet demand at interest close to but beyond EU cap 5%. Keep in mind the USD wouldn't near collapse if Idaho goes bust although its contribution to GDP is about that of Greece to EU GDP. What is in question is EUR not Greece. Gr is entirely unimportant.

catnip

Frankfurt, Germany

Posted Anonymously

14 years ago

Apr 12, 2010 21:44

In Thread: EUR

Went short EUR/USD @ 1.36 s/l 1.363
TEDspread corporate bonds sov bonds¬es should prevent USDx to drop below 80.4, however.
Alcoa revenue lukewarm at best. I suppose with more disappointing revenues return to safe haven
risk aversion. I see no room for EUR rise.

catnip

Frankfurt, Germany

Posted Anonymously

14 years ago

Apr 12, 2010 21:07

In Thread: S&P500 / VIX Ratio & USD LIBOR

VIX down at July 2007 level SP/VIX 77.

catnip

Frankfurt, Germany

Posted Anonymously

14 years ago

Apr 12, 2010 17:48