SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (123)2/17/2004 11:35:14 AM
From: gregor_us  Respond to of 116555
 
EUR/USD Traders Have to Be Spooked...

..now by that 84.80 level on the DXY (Us Dollar Index) which Friday looked like the bounce-target for ECB intervention. I would speculate traders are going to pause, to see something more substantial in the form of general, FOREX flows before they stick their necks out too far.



To: mishedlo who wrote (123)2/17/2004 11:36:11 AM
From: gregor_us  Read Replies (3) | Respond to of 116555
 
CDE and PBR: My Only Positions.

I continue to hold both, although the CDE tranche has limited upside via a covered call. The PBR position is something I'd like to carry for quite some time.

I am 50% cash. I would buy more New Zealand Govt bonds if the prices softened--but even with the latest rate hikes, their debt market is firm. (The balance sheet of the NZ Govt is rock solid these days.)


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News