Trading the stockmarket (NO Referrals)

I was wrong about VWRL anyway
Once the bond issues are over it will flow back. The market is worried about the US specifically so they are running away from the dollar rather than towards for safety as they normally would.
Hope so I am in the green on last weeks trade but the best part of 300 quid would be FX fees if I sold now
 
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so rally likely short lived

America: Give me your lunch money...
China: No...
America: I'll beat you up!
China: Go on...
America: I'm busy right now, I'll beat you up tomorrow..
China: ok then... :rolleyes:
 
Worth a watch to hear from Anthony Scaramucci who

A) Is a stockmarket trader
B) Was on Trumps team for a small time in 2016

They make the point that other countries have learnt that they have a weapon to go after the US - tank the US the Bond market.

 
Worth a watch to hear from Anthony Scaramucci who

A) Is a stockmarket trader
B) Was on Trumps team for a small time in 2016

They make the point that other countries have learnt that they have a weapon to go after the US - tank the US the Bond market.


Who's going to be selling these bonds in size though?
 
China, Japan, EU and UK were. Then to make things worse they were moving the cash out of dollars.

Evidence they were selling treasuries in size? I haven't seen anything to suggest that.

It was apparently a couple of hedge funds in their basis trades get margin called.
 
I think some people need to lay off him a bit, its not funny, and it's not clever.

It's quite pathetic, really, if you don't have anything constructive to contribute, how about you button it?
 
No one knows for sure. This video explains a lot of what we going on

Hmm...well he talks about the interest rate differential but fails to mention that Trump wants to reduce the deficit. Investors looking 12 months down the line should be looking at where the yield will be.
From what i've seen, China sold around 50b of treasuries, they've been selling a lot since 2020. So 50b, is not that abnormal.

And the EU/Japan/UK selling treasuries in size is kinda laughable, it would escalate things massively and considering Japan needs America to counter China, and Nato is Europe, then its highly unlikely they would use treasuries in that way
 
Hmm...well he talks about the interest rate differential but fails to mention that Trump wants to reduce the deficit. Investors looking 12 months down the line should be looking at where the yield will be.
From what i've seen, China sold around 50b of treasuries, they've been selling a lot since 2020. So 50b, is not that abnormal.

And the EU/Japan/UK selling treasuries in size is kinda laughable, it would escalate things massively and considering Japan needs America to counter China, and Nato is Europe, then its highly unlikely they would use treasuries in that way
I doubt they were using them to put pressure on Trump. They will be actively managed and respond to market changes. He’s not going to do much deficit reduction if his rates go up and he struggles to find buyers.
 
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be nice, we all gotta start somewere.

Yeah, I'm only messing about, hence my actual constructive posts for him earlier in the thread.

I think some people need to lay off him a bit, its not funny, and it's not clever.

It's quite pathetic, really, if you don't have anything constructive to contribute, how about you button it?

It is funny actually, that's why we do it. It's also not pathetic, otherwise we wouldn't do it. As for constructive stuff, he's been getting solid advice for weeks and, and let me be clear here: he's completely ignoring it, willfully, and repeating the same questions over and over. Exhibit A.

As I said before, he's got some excellent advice in this thread from multiple people, over the last week at least, and is choosing to ignore it and repeat the same questions.

How much more constructive do you want us to be? Shall we go to his house and hold his hand whilst he enters his email address in to T212?

Anyway, I'll "button it" now as I'm just going off topic but perhaps you should read a bit more before playing Karen ;)



As for the topic, I'll be chucking a few extra quid in some trackers this evening, I reckon we'll see some decent returns over the next few months, depending on whether the Angry Orange decides to give his mates a little nudge again.
 
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