n******n
发帖数: 12088 | 1 TLT居然又95了。眼看QE2要结束了呀。
Bill Gross的短仓不知道还在否？ |
s********n
发帖数: 1962 | 2 Bill Gross 的短仓不大，应该也不会随便掉头。
现在的问题 debt ceiling 快到了，supply 突然收紧。现在不是烧国债的时候。
【在 n******n 的大作中提到】
: TLT居然又95了。眼看QE2要结束了呀。
: Bill Gross的短仓不知道还在否？
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n******n
发帖数: 12088 | 3 PIMCO will purchase Treasuries on recession risk
http://finance.yahoo.com/news/PIMCO-will-change-US-short-rb-329
老哥说了，美国再次进入衰退，他才会买国债。
Asked Friday what would change his bet against government debt, Gross told Reuters: "Treasury yields are currently yielding substantially less than historical averages when compared with inflation. Perhaps the only justification for a further rally would be weak economic growth or a future recession that substantially lowered inflation and inflationary expectations."Asked Friday what would change his bet against government debt, Gross told Reuters: "Treasury yields are currently yielding substantially less than historical averages when compared with inflation. Perhaps the only justification for a further rally would be weak economic growth or a future recession that substantially lowered inflation and inflationary expectations."
【在 s********n 的大作中提到】
: Bill Gross 的短仓不大，应该也不会随便掉头。
: 现在的问题 debt ceiling 快到了，supply 突然收紧。现在不是烧国债的时候。
|
a**n
发帖数: 2431 | 4 他掉头很不容易
所以不会随便进出进出的
Reuters: "Treasury yields are currently yielding substantially less than
historical averages when compared with inflation. Perhaps the only
justification for a further rally w
【在 n******n 的大作中提到】
: PIMCO will purchase Treasuries on recession risk
: http://finance.yahoo.com/news/PIMCO-will-change-US-short-rb-329
: 老哥说了，美国再次进入衰退，他才会买国债。
: Asked Friday what would change his bet against government debt, Gross told Reuters: "Treasury yields are currently yielding substantially less than historical averages when compared with inflation. Perhaps the only justification for a further rally would be weak economic growth or a future recession that substantially lowered inflation and inflationary expectations."Asked Friday what would change his bet against government debt, Gross told Reuters: "Treasury yields are currently yielding substantially less than historical averages when compared with inflation. Perhaps the only justification for a further rally would be weak economic growth or a future recession that substantially lowered inflation and inflationary expectations."
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