Coronavirus aid bill includes $3,000 for families, $4 trillion liquidity for Fed: Mnuchin

Discussion in 'Wall St. News' started by Nighthawk, Mar 22, 2020.

  1. southall

    southall

    Thats probably the cash vs futures fair value difference. I think the IG CFD is priced against the cash market.
     
    #31     Mar 22, 2020
  2. Noone123

    Noone123

    This is an easy exercise to know by 6 PM ET.
     
    #32     Mar 22, 2020
  3. tsfx

    tsfx

    You need to look at things within context. Is forward earnings beat and constant growth an overvalutation ? Is the decade of techological achievements that is led by the US considered an overvaluation ? Is the success of Apple, google, amazon etc about the sheer fact that the FED printed money ? We have smartphone innovation because FED is printing money ??

    It's when Trump got elected and started fiscal stimulus was the time when inflation got going and it immediately reflected in US 10Y yield, it went from 1.50% to 3%. So it doesn't go to 0% all the time just like that.

    Commodities have been beaten to death coupled with strong dollar, where there fck is the inflation (broader one) ? Sure, you get a repricing of certain asset classes due to change in other prices. You get low cost airline tickets with 10 bucks (you ever imagined that ??), so obviously you can get a higher real estate prices at the expense of that simply because there's a little more money left in your pocket so you distribute it to somewhere else.
     
    #33     Mar 22, 2020
  4. tsfx

    tsfx

    Futures price should be lower than cash in backwardation, not the other way around
     
    #34     Mar 22, 2020
  5. southall

    southall

    Yeah i realised my mistake quickly after i posted it. But someone already quoted the post so i didnt bother to delete it.
     
    #35     Mar 22, 2020
  6. tsfx

    tsfx

    Yeah, you can't trade before another 45minutes in IB.

    But i do see differences in quotes: Oanda has a GBPUSD quote at 1,1671 while IG has 1,1724. Interesting, a 40 pip arbitrage even after these high spreads and both are open for trading (should be at least)
     
    #36     Mar 22, 2020
  7. S2007S

    S2007S

    #37     Mar 22, 2020
    Clubber Lang likes this.
  8. southall

    southall

    Dont know about complete halt. People still need to eat. Im not planning on growing vegetables in my back garden anytime soon. And hopefully it wont come to that :wtf:
     
    #38     Mar 22, 2020
  9. zdreg

    zdreg

    Call it the Bill Ackman and friends bailout.
    Call it the Munchin's friends at Goldman bailout.
     
    #39     Mar 22, 2020
  10. Noone123

    Noone123

    I can't see lockdown to last more than 2 months. We need to think about prevention and detection. Need more face masks for people to buy. Need more temperature checks everywhere. Need mandatory quarantine for people tested positive. Need testing to be widely available like Korea. These steps will be less damaging to the economy.
     
    #40     Mar 22, 2020