Alfa Investor In A Good Mood
Buy Commodities, Sell Treasurys
Macro Hedge Funds are targeting to buy commodities,sell treaserys.
Why?
China needs more commodites for their industries and us issued more bonds, will be issued more more bonds.
source-
WSJ
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Nikkei225
28000-28550 up in the early session, down lately.
良い金利上昇か、悪い金利上昇か
米債利回りが上昇してきた。 問題は、米国内の金利上昇が健全な景気回復に基づくものかあるいは膨大な米財政赤字の埋め合わせの大量国債の吸収懸念とドル安懸念に由来するものかであろう。 この数カ月に渡って米株は上昇、その他先進国株も新興国株も上昇基調にある。また、昨日...
nikkei 225
今日の予想 30000円ー29780円
CIT Presses U.S. Regulators for Aid -bloomberg
`Treasury officials have indicated in talks that they are reluctant to deploy funds from the $700 billion bank-rescue program.` source- bloo...
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