Martes 16/06/15 Inicios de casas, empieza la reunion del Fed

[Fenix]

China Dumps Record $120 Billion In US Treasurys In Two Month Via Belgium
Submitted by Tyler D.
06/15/2015 - 20:31

After a record $92.5 billion drop in March, "Belgium" sold another $24 billion in April, bringing the total liquidation to a whopping $116.4 billion for the months of March and April. This means that after adding mainland China's token increase of $2 billion in April after a $37 billion increase the month before, net of Belgium's liquidation China has sold a record $77 billion in Treasurys in the most recent two months.



Investors Ditch Cash Market For Futures As Treasury Liquidity Evaporates
Submitted by Tyler D.
06/15/2015 - 20:15

In what amounts to still more evidence that investors are moving into derivatives in order to avoid illiquid cash markets, UBS finds that over the "past three months, daily average futures volume stands at nearly 70% of cash Treasuries, based on the notional amounts transacted... up from about 50% in 2011."


Saxobank CIO: Credit Cycle Has Peaked, Gold Will Be Best-Performing Commodity
Submitted by Tyler D.
06/15/2015 - 19:00

"Forget the 1930s; inflation is different this time," says Saxobank's Steen Jakobsen, warning that while there may be a summer of growth in Europe, hell will come afterwards, "European 'cost advantage' is disappearing fast and furiously – enjoy the summer of growth – afterwards, you can expect: zero growth, zero reform and higher inflation 'expectations'... The credit cycle has peaked... and Gold will be the best performer in commodity-led rally - we see 1425/35 by year-end."