SwissView
Short

Remind Bill Gross Prediction: "Short of a lifetime"

TVC:EUBUND   Euro Bund
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: https://mobile.twitter.com/JHIAdvisorsUS/status/590519759797530624?ref_src=twsrc%5Etfw&ref_url=https%3A%2F%2Ffinance.yahoo.com%2Fnews%2Fbill-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: https://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.
Comment: REVIEW: Expectations by end of 2016

Comment: REVIEW: In April 2017 "The Rise on Populism Trades" brought down yields to 0,21% - probably last time for a while:

Comment: Click on both charts above to load comments and new bars.
Comment: In shedding bonds, Fed aims for boring end to crisis-era measures
https://www.investing.com/news/economy-news/in-shedding-bonds-fed-aims-for-boring-end-to-crisisera-measures-529814
Comment: FUNDAMENTAL VIEW, EUROPEAN PMI
Eurozone growth seen picking up in September — Markit PMI
https://www.ft.com/content/715dc0e2-9025-3fed-8d94-ef8f66dfd48d
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: http://www.marketwatch.com/story/if-senate-can-pass-budget-resolution-tax-cuts-have-good-chance-zoellick-2017-10-14?siteid=bigcharts&dist=bigcharts
Comment: Germany's Greens warn against blind adherence to balanced budget https://www.investing.com/news/world-news/germanys-greens-warn-against-blind-adherence-to-balanced-budget-546660
Trade active:
Comment: Short Term Target Reached: US TBond Yield 2,60%

Stockmarktes vs. Bond Markets:
https://www.investing.com/news/stock-market-news/asian-shares-step-back-from-2007-peak-oil-at-threeyear-high-1084803
EN English
EN English (UK)
EN English (IN)
DE Deutsch
FR Français
ES Español
IT Italiano
PL Polski
SV Svenska
TR Türkçe
RU Русский
PT Português
ID Bahasa Indonesia
MS Bahasa Melayu
TH ภาษาไทย
VI Tiếng Việt
JA 日本語
KO 한국어
ZH 简体中文
ZH 繁體中文
AR العربية
HE עברית
Home Stock Screener Forex Screener Crypto Screener Economic Calendar How It Works Chart Features House Rules Moderators Website & Broker Solutions Widgets Stock Charting Library Feature Request Blog & News FAQ Help & Wiki Twitter
Profile Profile Settings Account and Billing My Support Tickets Contact Support Ideas Published Followers Following Private Messages Chat Sign Out