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Posts by "usikpa"
100 Posts Total by "usikpa":
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Posts by Anonymous "usikpa":
Time for a discussion on what a risk free rate is in the current environment?
:))
Seriously though, I would presume this must be something rather technical. CDS contracts are thing of their own, there are contracts out there for sovereigns that DON'T have any sovereign debt.
Just a thought
What is your hit rate, anyway :)?
Looking at the steepeners, 2y10y and, especially seemingly topping 2y30y, one would presume this rally has less than a month life support left to it. Would you agree?
Up on all cylinders? Eur/chf up to 1.31?
But watch Portugal yields! ABove 7 per cent! If this does not come down shortly, a story of Greece and Ireland to be revisited as that's unsustainable
Do you know why 2 year bunds fell down all of a sudden?
Came across someone's view, Euro is on its way down to lose 13 figures...
I think this is something worth a note. Markets are in defiance of the Fed's stance!