tag:blogger.com,1999:blog-34323687.post854381373995473048..comments2024-03-28T12:22:11.704+00:00Comments on Macro Man: The Bond Short Has Closed: Now What?Macro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-34323687.post-13133639419198503842014-05-19T16:33:48.920+01:002014-05-19T16:33:48.920+01:00A nice simple post that emphasizes the fact that U...A nice simple post that emphasizes the fact that US Treasuries are in some ways, a bargain!<br /><br /><a href="http://www.wallstreetrant.com/2014/05/many-government-bonds-yielding-less.html" rel="nofollow"> Many Govies Yield Less Than Tsys </a>Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-59700677028692738612014-05-19T16:03:41.612+01:002014-05-19T16:03:41.612+01:00LB still has half an eye on the BTP-bund spread, a...LB still has half an eye on the BTP-bund spread, as the post-Draghi bazooka one-way trade in European peripheral sovereigns seems to have turned. If this continues, then risk aversion in Europe is yet another factor to support lower US yields.Leftbacknoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-10519320075445462842014-05-19T13:12:37.923+01:002014-05-19T13:12:37.923+01:00Interesting thoughts on the Bund/Notes spread. I t...Interesting thoughts on the Bund/Notes spread. I thought most punters were playing it via the 5 year, which looks extended as well but still has another 40bps or so to run into 2005 wides. <br /><br />I'm getting more worried about China, the RE market seems to have turned. There is a lot of complacency in the markets while normal toppish signals are showing up (Momo fizzle/Defensive Rotation, M&A heating up, rates).abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.com