TVC:US10Y   美国10年期国债收益
Pause for a second and check this out. the most significant correlation btw the yields and ccy is changing (or already changed). higher yields lower dxy tells me that the investors not only selling US papers but they are also taking their dollars back home.
chart attached: bars US10 yields, green line DXY , blue GOLD .
markets started to treat US assets like an EM country. twin deficit, higher yields lower currency...
I think there is a good risk in being gold short, long dxy and US bonds...
apreciate any comment to help me understand the madness

good luck all!
Looking back, at least on the short term, that seems to have worked this past week, at least with short gold and long dxy.
Not sure who is buying bonds but someone or something is keeping bonds from absolutely crashing.
My thoughts are that higher rates will cause equities to suffer - hence the efforts to keep bonds "stable".
Friday there was rumblings from the Fed about possible QE in the event of the "next" crisis that would be in the form of asset purchases (eg. treasuries)
Also there was news about forgiving student debt. Neither of these are positive for the dollar.

ZH 简体中文
EN English
EN English (UK)
EN English (IN)
DE Deutsch
FR Français
ES Español
IT Italiano
PL Polski
SV Svenska
TR Türkçe
RU Русский
PT Português
ID Bahasa Indonesia
MS Bahasa Melayu
TH ภาษาไทย
VI Tiếng Việt
JA 日本語
KO 한국어
ZH 繁體中文
AR العربية
HE עברית
首页 股票筛选器 外汇筛选器 加密货币筛选器 财经日历 如何运作 图表功能 网站规则 版主 网站 & 经纪商解决方案 插件 图表库 功能请求 博客 & 新闻 常见问题 帮助 & 维基 Twitter
概述 个人资料设置 账号和账单 我的客服工单 联系支持 已发表观点 粉丝 正在关注 私人消息 聊天 退出