Attention because T-Bond at 3.55%, but the very log term downtrend line passes in area 4%...a great chance to buy.
It does not seem a bad idea to me to continue to accumulate TBond on the rises; itâs one of the few tools that can defend the portfolio when volatility explodes.
Interesting post about the damage that the tapering would cause to the U.S. financial system. http://www.zerohedge.com/news/2013-06-30/how-taper-tantrum-cost-us-banks-25-billion-q2-net-income
The U.S. interest rates are falling and gold is rising. I think that the sentiment on the treasury is overly negative and this might favor the gold. The graph shows the net short exposure of small investors.
The more the spread between Tnote and Bund will widen, the more the dollar will get appeal, so accumulate U.S. debt in the portfolios from now on by selling Bund.
The 30years Bond is always closet to 4% and the dollar is weak. What is the best moment, for an European investor, to buy Bonds in Usd?