Gość: JGA
IP: *.cpe.net.cable.rogers.com
16.03.05, 01:01
Kilka niepokojacych sygnalow wskazuje na slabnaca pozycje US$. Jak dotad, US$
osuwal sie w dol stosunkowo powoli, tymczasem ...
- Japonczycy zatrzymali interwencyjne zakupy amerykanskiego dlugu
Until a year ago, Japan bought Treasuries with proceeds from yen sales it
undertook to hold down the value of its currency as a way of helping its
exporters. Japan hasn't sold yen since exchanging $290 billion worth of its
currency for dollars in the first three months of 2004.
- podejrzana akumulacja dlugu USA przez "offshores" (nie ma komu kupowac?)
Caribbean holdings, which analysts tie to hedge funds in the region, rose by
$23 billion to $92.5 billion, the biggest increase during the month.
- spekulanci zwiekszyli "shorts" pieciokrotnie
Speculative short positions, or bets the price of 10-year note futures
contracts will fall, outnumbered long positions by 110,143 contracts on the
Chicago Board of Trade, the biggest net short position since the week ended
Aug 27. The previous week, speculators were net short 20,190 contracts.
- rekomendacje na "sell"
Investors should sell Treasuries as inflation accelerates and the Fed raises
the benchmark interest rate, said Lehman Brothers Holdings Inc.
Czy to cos powaznego????
www.bloomberg.com/news/markets/bonds.html