Anybody else short US 30 Bond

Discussion in 'Financial Futures' started by richard_m, Dec 18, 2007.

  1. Short Treasuries looking pretty good after FOMC announcement. what a move.
     
    #2241     Nov 3, 2010
  2. Absolutely sublimely awesome. WTF is Geithner? If you liked them at 33 you gotta love them at 30!
     
    #2242     Nov 3, 2010
  3. benwm

    benwm

    longs are going to be shitting blood soon
     
    #2243     Nov 3, 2010
  4. Last time it took 3 days for the long end to go from 133 to 130. Today only 30 min. That qualifies for shitting blood I guess.

    But the middle is stable.


    Was there an expectation that the FED will buy some long end? I think they made it clear the buying will be in the middle.
     
    #2244     Nov 3, 2010
  5. benwm

    benwm

    I think it's just the beginning
     
    #2245     Nov 3, 2010
  6. Taken together, the Desk anticipates conducting $850 billion to $900 billion of purchases of longer-term Treasury securities through the end of the second quarter. This would result in an average purchase pace of roughly $110 billion per month, representing about $75 billion per month associated with additional purchases and roughly $35 billion per month associated with reinvestment purchases.

    The Desk plans to distribute these purchases across the following eight maturity sectors based on the approximate weights below:

    Nominal Coupon Securities by Maturity Range

    <img src="http://www.mortgagenewsdaily.com/cfs-file.ashx/__key/CommunityServer.Components.UserFiles/00.00.03.44.60/11_5F00_3-NY-FED-STATEMENT.PNG" />

    Under this distribution, the Desk anticipates that the assets purchased will have an average duration of between 5 and 6 years. The distribution of purchases could change if market conditions warrant, but such changes would be designed to not significantly alter the average duration of the assets purchased.
     
    #2246     Nov 3, 2010
  7. Here we go... Anyone wanna hazard a guess where 10s30s are going to?
     
    #2247     Nov 3, 2010
  8. Why didn't I short the ZB?!?

    Now it is so obvious. :)

    But who was buying all the way to 133??
     
    #2248     Nov 3, 2010
  9. sjfan

    sjfan

    Good thing I went into this thing long 5s and added to a 5s30s steepener; Sitting happy :)

     
    #2249     Nov 3, 2010
  10. Very nice, indeed...
    There was speculation (by a few supposedly knowledgeable think-tanks) that the Fed is going to pile into the long end of the curve. Clearly, some people bought this story...
     
    #2250     Nov 3, 2010