z FXCM newswire plotki o FED kupujacym UST

[przycinek.usa]

Zwracam uwage na ostatnie zdania. Podkreslam, ze to sa plotki. Ja jednak nie
widzialem jeszcze nigdy takich plotek na newswire.
Zrodlo - [e-mail]


19:16 USD/JPY: Trades Lower After Minutes New York, November 19th. USD/JPY has
traded through its low of the day after Fed minutes projected a 2009 growth
rate of -0.2% to 1.1% and unemployment rising to 7.1% and 7.6%. This mixed
with headlines that the equity markets have not reacted as sharply but banks
and commodity stocks are lower. The ten-year yields are trading sharply lower
with talk of central bank demand. Rumors are that the Fed is buying the
long-end of the curve in order to get mortgage rates lower. USD/JPY is trading
96.10. [e-mail] /rd

[przycinek.usa]

Tutaj jest na zywo, poczawszy od 50 sekundy:

www.cnbc.com/id/15840232?video=933464201&play=1

dalszy skurcz

[przycinek.usa]

Tutaj post z Acrossthecurve dotyczacy rentownosci bondow corporacyjnych (o
niskim ratingu) na poziomie 20%:

acrossthecurve.com/?p=2131
a tu opis co sie dzieje na rynku Agency Paper:
acrossthecurve.com/?p=2132
A tu inny komentarz z newswire dotyczacy FED kupujacego UST:

19:20 USD/CHF: Falters Near New "08 Highs, Fed Rumors Abound New York, November
19th. The most salient features of the FOMC minutes were the sharp rise in the
jobless rate forecast for the coming three years and possibly wishful thinking
regarding CPI not falling closer to zero. Speculation is rife about the Fed
embarking upon quantitative easing, which is why actual Fed funds are trading
closer to zero than the 1% official target, and has been growing since Kohn"s
mention of quantitative easing and by the biggest CPI drop in 61 years. The
rumor in the bond market is that the Fed may be buying out the curve where Fed
easing to date has not hit its target. If they do begin targeting longer
maturities it could finally make money cheaper for mortgages, which would be a
big help.
USD/CHF has slipped from its fresh 2008 peak at 1.2145 to 1.2100 last, as the
equity markets trim their losses slightly and as the Fed targeted easing story
filters through. Bids are seen by 1.2085, with strong bids demonstrated at
1.1940-45 earlier today. [e-mail]

[przycinek.usa]

komentarz jest zbedny:

acrossthecurve.com/?p=2148