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Will Bond market collapse before Trump gets in?
serf
Member Posts: 9,217 ✭✭✭✭
This could hurt his administration before he even gets in Office!
serf
http://www.cnbc.com/2016/11/18/the-trump-trade-week-1-a-violent-rotation-with-a-bond-bloodbath.html?__source=newsletter|eveningbrief
Hartnett called last week's moves a "violent rotation" and pointed out a "bond bloodbath" that included money leaving not only U.S. fixed income but also record redemptions in emerging market bonds. Municipal bonds also saw their largest outflows in 3? years and Treasurys saw their highest outflows in a year.
serf
http://www.cnbc.com/2016/11/18/the-trump-trade-week-1-a-violent-rotation-with-a-bond-bloodbath.html?__source=newsletter|eveningbrief
Hartnett called last week's moves a "violent rotation" and pointed out a "bond bloodbath" that included money leaving not only U.S. fixed income but also record redemptions in emerging market bonds. Municipal bonds also saw their largest outflows in 3? years and Treasurys saw their highest outflows in a year.
Comments
Sounds like a buying opportunity.
They can squeeze out huge losses on paper with stocks and bonds and give the Federal Reserve some breathing room to print some more money with out inflating the money supply to service the debt.
It all depends on if BRIC's will play ball or just start using their own currency exchanges with them using a gold backed Chinese Yuan as the backbone instead of our petrol dollar.
We can't rely on old partners to go down with our ship like in the past. America is at an impasse with it's reserve currency conditions evaporating overnight.
serf
these idiots are worse than the worst speculators ever in the past , i have no idea how they keep a job, a bad meteorologist has better predictions a month out
ya and the polls predicted he would lose by a landslide, dow dropped nov 8th then hit a all time high for days after
these idiots are worse than the worst speculators ever in the past , i have no idea how they keep a job, a bad meteorologist has better predictions a month out
That is because there dumping bonds and running into stocks. Interest rates are climbing and housing is going to crash soon.Looks like the Chinese are buying our stocks and our companies too!
The Chinese buy gold and US companies while selling all their US treasuries ?? The wolf is at the door! Wake up !
The wolf is at the door! Wake up !
http://www.kitco.com/news/2016-11-16/UPDATE-2-U-S-panel-urges-ban-on-China-state-firms-buying-U-S-companies.html
We don't want the U.S. government purchasing companies in the United States, why would we want the Chinese Communist government purchasing companies in the United States?"
The recommendation to change laws governing CFIUS was one of 20 proposals the panel made to Congress. On the military side, it called for a government investigation into how far outsourcing to China has weakened the U.S. defense industry. The 16-year-old panel also said Congress should pass legislation that would require its pre-approval of any move by the U.S. Commerce Department to declare China a "market economy" and limit anti-dumping tariffs against the country.
The United States and U.S. businesses attracted a record $64.5 billion worth of deals involving buyers from mainland China this year, more than any other country targeted by Chinese buyers, according to Thomson Reuters data.
Today, to corroborate the disturbing weekly slide in the Fed's custody data, we also got the latest monthly Treasury International Capital data for the month of September, which showed that the troubling trend presented one month ago, has accelerated to an unprecedented degree.
Recall that a month ago, we reported that in the latest 12 months we have observed a not so stealthy, actually make that a massive $343 billion in Treasury selling by foreign central banks in the period July 2015- August 2016, something unprecedented in size.
Fast forward to today when in the latest monthly update for the month of September, we find that what until a month ago was "merely" a record $346.4 billion in offshore central bank sales in the LTM period ending August 31 has - one month later - risen to a new all time high $374.7 billion, or well over a third of a trillion in Treasuries sold in the past 12 months.
Must see! below video!
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Back to you Sir!
serf