Come on, there's a few banks and pension funds that can/will be forced to buy gilts as well.
Yep, SachsenLB and IKB come to mind as the two most obvious examples.
I am shorting cable here. We're talking about adding £1 - £1.5trn (70% of GDP) added to PSNB.
I want physical for diversification purposes again, because my portfolio is overweight paper at the moment. I tell you seriously what I have...
Well, unless you can claim that you know the intrinsic value of gold, how much it's appreciated is irrelevant. It's all about the expected value...
Strongly agree with this. I am a cash-rich investor (I have been saving and been very conservative with my consumption), but I am a minority....
Don't know about other people, but the whole point for me is diversification, given the set of probable scenarios. I am buying physical gold...
Agree... As you point out, the Fed, as well as the other CBs are already trying to do these things (see the BoE nascent asset wrap program for...
Steinbrueck already said it yesterday. His view matters quite a bit more.
Precisely... But even if you look at the unemployment figures, which are mild, as you suggest, due to methodology, his claim of it being better...
That's pretty silly. Has this guy looked at the unemployment rate recently?
What makes you think that Central Bankers are less likely to succumb to groupthink and peer group pressures? Sounds though that PBOC would...
Although I don't share it, I respect this point of view, ntm... I personally do more macro, not charts or TA. To each their own, as you say....
This from HSBC FX strategy: The Gold Swan is the New Black Swan The market has reconsidered the position of the yen as THE safe haven...
These are, in fact, TIPS, you're right. The point I am making has nothing to do with predicting CPI. That's a job for economists and it's VERY...
The source of this data is the US trsy market, since it is based on a time series of daily closing yields/durations for TIPS and UST...
The chart shows the 10y 10y fwd breakeven inflation, which, arguably, is one of the best measures of inflation expectations (with some caveats, as...
The mkt looks to be disagreeing with this view recently (treat the below with all the usual caveats in mind):
I am short EURCAD here, fwiw, for fundamental reasons (I don't do TA).
Doug, I am sorry, but I am out. All you have said above is waffle, yet again. And, honestly, how can you say something as silly as 'it's not all...
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