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Posts by "usikpa"
100 Posts Total by "usikpa":
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Posts by Anonymous "usikpa":
Is that a reference to URALS (oil grade, that is)?
Very interesting read, if I may.
What made you think there is going to be QE3 (if I understood correctly)?
PBOC is on holiday since yesterday. Rather telling are the short term rates on bunds. WHy is that?
China's official PMI input prices subindex rose to 69.3 from 66.7 in December.
China's last issued GDP figures have OVERINVESTMENT all over them.
No rebalancing towards more consumer driven growth
Is there any change to your fundamental 1 month call now?
Abramovich though pays his income tax at Chukotka (if you know what GULAG is, you know where that is, then).
Beyond the current flow of events, what do you think of the announced plans to extend the debts of european peripheral governments (Greece and Ireland, so far) for 30 years ?
Can Germany afford it?
If it is true, will the bund rates shot up thru the roof? Look at 2 year yeild marching up in the non stop fashion. The Bund - 2YR US Note differential will only increase. The real money and ACBs have been buying euros on the back of short term rates expectations, simple and plain.
This seems to be the driver behind the current move into the Spring. Will we see 1.40 by March?
Please respond
There will be lots of undercover strife about it but the inevitable "tax cuts" unwind is going to strike back.
GDP figures, and further revisons thereof in February will show if there is much choice.
That will put a cap on the S&P relentless drive.
Treasury yields will go up.
FED to raise rates by Fall. This Fall :)