Monitor valute high yield II (Try,Nzd,Zar,Huf..)

[Gaudente]

Originalmente inviato da grisou

Sei forte Macho! (anche se su NZD un pochetto hai cappellato ).
Intanto stamani mattina il TRY è a 1,9! Dove arriverà?

p.s. C'erano oltre a te dei ragazzi di molto in gamba che postavano: Lux, Abulico... non li leggo più, dove sono finiti?

In questo momento eur/try 1.864 ...anzi 1.8630 ....
http://www.paragaranti.com/pages/index.jsp

[Macio]

Originalmente inviato da Gaudente

In questo momento eur/try 1.864 ...anzi 1.8630 ....
http://www.paragaranti.com/pages/index.jsp

Ottimo l'aggiornamento

[researcher]

Salute a tutti, come ve la passate "signori" delle valute HY?.....vi leggo sempre ma posto poco causa poco tempo e parziale uscita dalle valute....
Mi sto "infognando" in USD e JPY......probabilmente un po troppo presto ........ma, alla lunga, spero che recuperino

Buon 1° maggio

[Macio]

Originalmente inviato da researcher

Salute a tutti, come ve la passate "signori" delle valute HY?.....vi leggo sempre ma posto poco causa poco tempo e parziale uscita dalle valute....
Mi sto "infognando" in USD e JPY......probabilmente un po troppo presto ........ma, alla lunga, spero che recuperino

Buon 1° maggio

Oh,il buon researcher si fa sentire
Mentre il TRY traccheggia da 1,864 a 1,872 faccio un paio di considerazioni
ad alta voce....
E' giunto il momento che l'equity tiri il fiato ?
Allora occhio ai contraccolpi sulle valute HY che stanno cominciando a dare qualche segno di debolezza.
Oggi borse su,ma nonostante questo e l'agitazione in Turchia
i bond non hanno perso,anzi...
DRIIIN,DRIIIN...e' un campanello d'allarme

[Macio]

Vi risulta uno spread denaro-lettera sul TRY di poco meno dell'1% ?

[giangy]

Da giangy sui tassi dello ZAR :
02 May 2007 07:37 GMT


BULLET: DOLLAR-RAND: One trader mentions that rate has been..
DOLLAR-RAND: One trader mentions that rate has been contained within a
tight Zar7.0300/7.0450 range so far this morning, noting early demand
seen from funds, but notes decent supply interest from locals.

ho visto con piacere che Resercher è tornato : all' appello manca sempre Mark : qualcuno ha notizie ???
giangy

[giangy]

Notizie fresche sulla TRY e discrete a mio parere :

02 May 2007 07:22 GMT


DJ MARKET TALK: TRY Remains Attractive But More Vulnerable
0722 GMT [Dow Jones] Political uncertainty in Turkey after the constitutional court declared the first round of the presidential election void is hardly going to help the TRY, especially seeing that it will damage Turkey's EU aspirations. This will leave the currency "vulnerable to more volatility," says ING. But, the bank notes, the TRY will remain attractive given the high level of interest rate it offers in a market where "global appetite for risk is seemingly still very high." (NEH)

giangy

[giangy]

sullo ZAR non visto prima

02 May 2007 07:14 GMT


DJ MARKET TALK: ZAR Steady In Early Trade - I-Net
0714 GMT [Dow Jones] The rand is steady in early trade after regaining a stronger tone since some emerging market concerns around the Turkey elections subsided. The ZAR weakened in early trade Monday on emerging market jitters surrounding Turkish Constitutional Court's ruling on the presidential first round vote and potential military action. The ZAR stabilized later in the session on better-than-expected domestic trade data. Markets were closed Tuesday for a public holiday. USD/ZAR at 7.0255 from Monday's New York close of 7.0123. Forward momentum is expected to be maintained, although a close eye will be kept on US data, a trader says. (I-Net Bridge)


giangy

[giangy]

IMPORTANTE sulle HY : gradito un commento da qualche Guru del forum (scherzo) ma un commento lo leggere volentieri

02 May 2007 08:45 GMT


DJ MARKET TALK: Buy PLN-HUF Basket Against SKK-CZK - Danske
0845 GMT [Dow Jones] Danske Bank recommends taking a long position in an equal weighted basket of PLN and HUF against an equal weighted basket of SKK and CZK. This trade offers some carry and a very limited sensitivity against EUR/USD movements. Furthermore, should the Turkish jitters spread to emerging markets, it will, in general, weight equally negatively on all four currencies as they have almost the same risk sensitivity. Hence, says this trade is relatively hedged against a general worsening of emerging market sentiment. (MAF)

[giangy]

Giangy ancora sulle TRY ma abb buone :

02 May 2007 09:17 GMT


DJ MARKET TALK: Turkish Bonds, TRY Stronger, On Vote Annulment
0917 GMT [Dow Jones] Turkish bonds and TRY are stronger after a court ruling canceled the disputed presidential elections and opened way for early parliamentary elections. TRY trades at 1.3610 versus the USD, from 1.3785 Tuesday while the yield on the benchmark government bond trades at 18.95%; from 19.27% Tuesday. Traders expect USD/TRY to trade in a 1.3500-1.3700 range while the benchmark government bond is expected to trade between 18.8% and 19.1% in the short term. Analysts say an early general election will solve the problem between the Islamic-rooted government and secular forces on the election of the new president of the country. Domestic inflation figures due Thursday also eyed. (IHA)