US NFP job numbers tonight

Discussion in 'Markets & Economies' started by Caput Lupinum, Sep 4, 2015.

  1. willrocks

    willrocks Well-Known Member Silver Stacker

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    There's over 30 countries that have double digit interest rates. Why aren't these countries targeted for carry trade?
     
  2. Caput Lupinum

    Caput Lupinum Well-Known Member Silver Stacker

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    Higher volatility in their currencies, economic outlook and credit risks
     
  3. aleks

    aleks Well-Known Member Silver Stacker

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    [​IMG]
    S&P

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    DOW

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    NASDAQ

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    10YR

    Ones of these things is not like the other one, one of these things just doesn't belong :)
     
  4. theFNG

    theFNG New Member

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    Let me see if my thinking is correct....

    The FED will raise rates. This causes a jump to US bonds/T-bills ect. from a draw back of emerging market bonds. The EM countries will then need to cash in foreign treasury bonds they hold to try to pay off their bonds that everyone is selling to buy UST. Some to most of these FX reserves are most likely UST, so we shouldn't see a spike in the UST until we see many EM bonds defaulting, right?
     
  5. aleks

    aleks Well-Known Member Silver Stacker

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    Companies in emerging markets will be feeling the butthurt if they have been issuing debt denominated in USD.

    Brace yourselves for some stop running this week.
     
  6. Caput Lupinum

    Caput Lupinum Well-Known Member Silver Stacker

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    Turkey, Chile and Peru currently have to most exposure to US denominated debt as a total of corporate debt. All are above 70%

    Indonesia, Kazakhstan and Vietnam all have +60%
     
  7. sterling-nz

    sterling-nz Well-Known Member

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    Ouch!
     
  8. aleks

    aleks Well-Known Member Silver Stacker

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    Where are the ballers at? Get that popcorn ready :)
     
  9. aleks

    aleks Well-Known Member Silver Stacker

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    Mario talking tonight, in about 30 minutes
     
  10. aleks

    aleks Well-Known Member Silver Stacker

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    Its that time of the month again, let the lolz begin
     
  11. aleks

    aleks Well-Known Member Silver Stacker

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    bad numbers, and last month got revised down. Currencies and gold rallying
     
  12. Caput Lupinum

    Caput Lupinum Well-Known Member Silver Stacker

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    Certainly puts a dent in the Fed's policy tightening mandate
     
  13. Eureka Moments

    Eureka Moments Well-Known Member Silver Stacker

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  14. billybob888

    billybob888 Well-Known Member Silver Stacker

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    Wow, look at the rally in gold but more so in silver, silver in aud just shot up 80cents an ounce
     
  15. aleks

    aleks Well-Known Member Silver Stacker

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    30YR is mooning, question is now if it will keep dragging the dollar up with it
     
  16. errol43

    errol43 New Member Silver Stacker

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    Dow Jones down down down...

    Regards Errol 43
     
  17. aleks

    aleks Well-Known Member Silver Stacker

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    Bonds gave up its NFP rally, gold hasn't
     
  18. aleks

    aleks Well-Known Member Silver Stacker

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    Heads up: Ben Bernanke is giving interviews for his book release, he will be on bloomberg tonight i think.
     
  19. ninteno

    ninteno Member

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  20. Caput Lupinum

    Caput Lupinum Well-Known Member Silver Stacker

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    271k NFP - well above expectations with the USD rallying and PMs falling. December rate hike more likely now than anytime previously.
     

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