tfmacreditcomments.blogspot.com
TFMA Credit Comments: December 2010
http://tfmacreditcomments.blogspot.com/2010_12_01_archive.html
Friday, December 17, 2010. US Credit Opening Update. Possibly as market has grown bored with the headlines, but if it does manage to break through, watch out as the market generally seems long. Cash is doing okay, but very quiet. Thursday, December 16, 2010. Subscribe to: Posts (Atom). US Credit Opening Update. View my complete profile. Simple template. Powered by Blogger.
tfmacreditcomments.blogspot.com
TFMA Credit Comments: Credit Update
http://tfmacreditcomments.blogspot.com/2010/12/credit-update.html
Thursday, December 16, 2010. Subscribe to: Post Comments (Atom). US Credit Opening Update. View my complete profile. Simple template. Powered by Blogger.
tfmacreditcomments.blogspot.com
TFMA Credit Comments: US Credit Opening Update
http://tfmacreditcomments.blogspot.com/2010/12/us-credit-opening.html
Friday, December 17, 2010. US Credit Opening Update. Possibly as market has grown bored with the headlines, but if it does manage to break through, watch out as the market generally seems long. Cash is doing okay, but very quiet. Subscribe to: Post Comments (Atom). US Credit Opening Update. View my complete profile. Simple template. Powered by Blogger.
tfmacreditcomments.blogspot.com
TFMA Credit Comments: Credit Markets
http://tfmacreditcomments.blogspot.com/2010/12/credit-markets.html
Thursday, December 16, 2010. On back of a weak Spanish auction SOVX is 4 wider. The European fins opened 3 wider on Snr and 5 on Sub. Snr are still 3 wider, but Sub has moved to flat. Feels like people taking off the Snr/Sub trade - why pay the carry for the next couple weeks? Subscribe to: Post Comments (Atom). US Credit Opening Update. View my complete profile. Simple template. Powered by Blogger.
tfmadailycomments.blogspot.com
TFMA Daily Comments: The "Tell"
http://tfmadailycomments.blogspot.com/2010/12/tell.html
Wednesday, December 8, 2010. Subscribe to: Post Comments (Atom). Are Long Dated Treasuries Risk Assets? View my complete profile. Simple template. Powered by Blogger.
tfmadailycomments.blogspot.com
TFMA Daily Comments: Are Long Dated Treasuries "Risk" Assets?
http://tfmadailycomments.blogspot.com/2010/12/are-long-dated-treasuries-risk-assets.html
Wednesday, December 8, 2010. Are Long Dated Treasuries "Risk" Assets? This move rather than an actual shift to stocks, and it will take the stock market a few hours or days to catch up. The price action on the open seems to suggest shorting stocks right now. Subscribe to: Post Comments (Atom). Are Long Dated Treasuries Risk Assets? View my complete profile. Simple template. Powered by Blogger.
tfmadailycomments.blogspot.com
TFMA Daily Comments: November 2010
http://tfmadailycomments.blogspot.com/2010_11_01_archive.html
Tuesday, November 30, 2010. If You Kick a Can Down the Road Long Enough. If you kick a can down the road long enough you will eventually reach an intersection or a dead end. We can't help but picture a child kicking a can down a quaint dirt road. Its a peaceful and bucolic. Now, that same kid but caught in an intersection, and not just any intersection, but of two 4-lane roads during rush hour with no traffic lights! Wednesday, November 24, 2010. Mixed Bag of Economic Releases and News. Should be a quiet...
tfmadailycomments.blogspot.com
TFMA Daily Comments: G8 and the Long Weekend
http://tfmadailycomments.blogspot.com/2011/05/g8-and-long-weekend.html
Friday, May 27, 2011. G8 and the Long Weekend. Markets have rallied a little bit as we head into the G8 meetings. It is likely that we will hear positive noise about global government co-ordination and support for economies. That can lend a little support to the market, but is unlikely to do anything significant. IG16 90.50 unch LQD 111.33. HY16 102.125 unch HYG 91.87. Subscribe to: Post Comments (Atom). IG16 90 -3/4 HY16 102 1/4 1/4 SOVX 196 . G8 and the Long Weekend. View my complete profile.
tfmadailycomments.blogspot.com
TFMA Daily Comments: December 2010
http://tfmadailycomments.blogspot.com/2010_12_01_archive.html
Wednesday, December 8, 2010. Are Long Dated Treasuries "Risk" Assets? This move rather than an actual shift to stocks, and it will take the stock market a few hours or days to catch up. The price action on the open seems to suggest shorting stocks right now. Subscribe to: Posts (Atom). Are Long Dated Treasuries Risk Assets? View my complete profile. Simple template. Powered by Blogger.