tag:blogger.com,1999:blog-1715439530278924605.post8758483331310523115..comments2024-03-21T12:05:18.715-04:00Comments on Market Owl: Bond PanicMarket Owlhttp://www.blogger.com/profile/18136766420445585120noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-1715439530278924605.post-4058386817828651202015-05-12T11:37:50.489-04:002015-05-12T11:37:50.489-04:00I think we've seen the bottom in bonds for thi...I think we've seen the bottom in bonds for this sell cycle, look for a steady grind higher into month end. Think we hit 2.15% 10 year yields by Friday.Market Owlhttps://www.blogger.com/profile/18136766420445585120noreply@blogger.comtag:blogger.com,1999:blog-1715439530278924605.post-25516544001156646852015-05-12T10:36:34.903-04:002015-05-12T10:36:34.903-04:00Maybe you're right. I thought about it and so...Maybe you're right. I thought about it and so went long a little TMF. For some reason I don't have the balls to get long call on TLT this time. Maybe I'm wrongAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1715439530278924605.post-36886177602853191132015-05-12T10:31:40.485-04:002015-05-12T10:31:40.485-04:00I think we already saw the V bottom. 10 year yiel...I think we already saw the V bottom. 10 year yields hit 2.35% overnight during the European session, Bunds went to 0.73%. Tomorrow is the 10 year Bund auction and the 10 year Treasury auction. Overnight seemed to be the panic selling ahead of the auctions, building in a concession. <br /><br /> Market Owlhttps://www.blogger.com/profile/18136766420445585120noreply@blogger.comtag:blogger.com,1999:blog-1715439530278924605.post-3473107653309087502015-05-12T10:31:30.473-04:002015-05-12T10:31:30.473-04:00Long TMF partial
OL DAWGLong TMF partial <br /><br />OL DAWGAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1715439530278924605.post-62376515602863434942015-05-12T10:28:35.331-04:002015-05-12T10:28:35.331-04:00Not sure today is the day to get long bonds, defin...Not sure today is the day to get long bonds, definitely not go all in. Maybe in the overnight session or tomorrow we have a v bottom opp to buy. Wanna see TLT in the low 118s.Anonymousnoreply@blogger.com