Remind Bill Gross Prediction: "Short of a lifetime"
アップデート済
It was an April 21th 2015. when Bill Gross made his famous call:
"Gross: German 10yr Bunds = The short of a lifetime. Better than the pound in 1993. Only question is Timing / ECB QE"
Source: mobile.twitter.com/JHIAdvisorsUS/status/590519759797530624?ref_src=twsrc^tfw&ref_url=https://finance.yahoo.com/news/bill-gross-short-lifetime-144103525.html
Quote: "Bunds were yielding 0.94 percent in Tuesday (On April 21th 2015) morning trade, up 19.8 percent on the session but down nearly 83 percent year to date.
Traders have been piling into the nation's debt ever since European Central Bank President Mario Draghi announced his intention to commence U.S.-style quantitative easing , a debt-buying program aimed at keeping yields low and goosing the financial markets with liquidity."
Source, with Video: finance.yahoo.com/news/bill-gross-short-lifetime-144103525.html
Opinion: As now everybody might know the Fed is expected to tell on wednesday, September 20th 2017, how to reduce it's huge balance sheet. Expected is a 10 billion drop monthly in Q1 2018. Also expected is that the fed will add 10 billion each quarter. In Q4 2018 the fed is expected to lower it's balance sheet by 50 billion USD monthly. It is unlikely that the ECB not to start tapering in the next 6 month. Bund Yields should rise, the EURO BUNDFUTURE should drop now. Maybe it's not a short of a lifetime, but after a 2 years sideways range it is becoming a short now and it's unlikely that stockmarkets are going to like it.
"Gross: German 10yr Bunds = The short of a lifetime. Better than the pound in 1993. Only question is Timing / ECB QE"
Source: mobile.twitter.com/JHIAdvisorsUS/status/590519759797530624?ref_src=twsrc^tfw&ref_url=https://finance.yahoo.com/news/bill-gross-short-lifetime-144103525.html
Quote: "Bunds were yielding 0.94 percent in Tuesday (On April 21th 2015) morning trade, up 19.8 percent on the session but down nearly 83 percent year to date.
Traders have been piling into the nation's debt ever since European Central Bank President Mario Draghi announced his intention to commence U.S.-style quantitative easing , a debt-buying program aimed at keeping yields low and goosing the financial markets with liquidity."
Source, with Video: finance.yahoo.com/news/bill-gross-short-lifetime-144103525.html
Opinion: As now everybody might know the Fed is expected to tell on wednesday, September 20th 2017, how to reduce it's huge balance sheet. Expected is a 10 billion drop monthly in Q1 2018. Also expected is that the fed will add 10 billion each quarter. In Q4 2018 the fed is expected to lower it's balance sheet by 50 billion USD monthly. It is unlikely that the ECB not to start tapering in the next 6 month. Bund Yields should rise, the EURO BUNDFUTURE should drop now. Maybe it's not a short of a lifetime, but after a 2 years sideways range it is becoming a short now and it's unlikely that stockmarkets are going to like it.
ノート
REVIEW: Expectations by end of 2016
ノート
REVIEW: In April 2017 "The Rise on Populism Trades" brought down yields to 0,21% - probably last time for a while:
ノート
Click on both charts above to load comments and new bars.ノート
In shedding bonds, Fed aims for boring end to crisis-era measuresinvesting.com/news/economy-news/in-shedding-bonds-fed-aims-for-boring-end-to-crisisera-measures-529814
ノート
Borrowing bonds may get harder as Fed pares holdingsinvesting.com/news/economy-news/borrowing-bonds-may-get-harder-as-fed-pares-holdings-530172
ノート
FUNDAMENTAL VIEW, EUROPEAN PMIEurozone growth seen picking up in September — Markit PMI
ft.com/content/715dc0e2-9025-3fed-8d94-ef8f66dfd48d
ノート
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
ノート
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
ノート
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トレード稼働中
ノート
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
関連の投稿
免責事項
これらの情報および投稿は、TradingViewが提供または保証する金融、投資、取引、またはその他の種類のアドバイスや推奨を意図したものではなく、またそのようなものでもありません。詳しくは利用規約をご覧ください。