Quote:
"A hawkish ECB has placed German bund yields squarely in the spotlight
Once described as the “short of a lifetime” by the likes of bond gurus Jeffrey Gundlach and Bill Gross, bets on German government bond yields, or bunds, heading higher have preoccupied the minds of investors who highlight the divergence between German and U.S. bonds.
Yet, talk of investors wagering for the gap to narrow have gathered momentum recently.
What’s the catalyst?
European Central Bank President Mario Draghi has hinted that a more substantial discussion of the tapering of the ECB’s €60 billion ($71.7 billion) monthly asset purchases at its October meeting. Many investors have bet on that yield differential to narrow, with many wagering for the value of bunds to fall, pushing yields higher."
Source: www.marketwatch.com/...spotlight-2017-09-15
Opinion: The multi year support of financial markets with QE's and QQE's could come to an end. Usually stockmarkets react to steps like this with short term or medium term falling prices.
"A hawkish ECB has placed German bund yields squarely in the spotlight
Once described as the “short of a lifetime” by the likes of bond gurus Jeffrey Gundlach and Bill Gross, bets on German government bond yields, or bunds, heading higher have preoccupied the minds of investors who highlight the divergence between German and U.S. bonds.
Yet, talk of investors wagering for the gap to narrow have gathered momentum recently.
What’s the catalyst?
European Central Bank President Mario Draghi has hinted that a more substantial discussion of the tapering of the ECB’s €60 billion ($71.7 billion) monthly asset purchases at its October meeting. Many investors have bet on that yield differential to narrow, with many wagering for the value of bunds to fall, pushing yields higher."
Source: www.marketwatch.com/...spotlight-2017-09-15
Opinion: The multi year support of financial markets with QE's and QQE's could come to an end. Usually stockmarkets react to steps like this with short term or medium term falling prices.
Comment:
Borrowing bonds may get harder as Fed pares holdings
www.investing.com/ne...ares-holdings-530172
www.investing.com/ne...ares-holdings-530172
Comment:
FUNDAMENTAL VIEW, EUROPEAN PMI
Eurozone growth seen picking up in September — Markit PMI
www.ft.com/content/7...ed-8d94-ef8f66dfd48d
Eurozone growth seen picking up in September — Markit PMI
www.ft.com/content/7...ed-8d94-ef8f66dfd48d
Comment:
Fed's Harker sees three rate hikes next year, after one more in 2017
www.investing.com/ne...-more-in-2017-537294
www.investing.com/ne...-more-in-2017-537294
Comment:
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: www.marketwatch...lick-2017-10-14?siteid=big...
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: www.marketwatch...lick-2017-10-14?siteid=big...
Comment:
Germany's Greens warn against blind adherence to balanced budget www.investing.com/ne...lanced-budget-546660
Trade active:
Comment:
Short Term Target Reached: US TBond Yield 2,60%
Stockmarktes vs. Bond Markets:
www.investing.com/ne...reeyear-high-1084803
www.investing.com/ne...reeyear-high-1084803
www.investing.com/ne...sera-measures-529814