был такой меседж недавно (23 декабря)
«Goldman Tells Clients To Short US 10 Year Treasurys»
мол ля ля тополя, доходности будут 2,25-2,5 — «мы видим цели на 126 со стопом на 132». "
tactically short" =)
Ну прям халява, налетай.
акурат 23 числа клинтов погрузили и отвезли акурат к 132 на стопы =)
отработали по полной ребятки =)
матер класс Гольдманов
From Goldman: «Since the end of last August, we have argued that 10-yr US Treasury yields would not be able to sustain levels much below 2% in this cycle. Yields have traded in a tight range around an average 2% since September, including so far into 2012. We are now of the view that a break to the upside, to 2.25-2.50%, is likely and recommend going tactically short. Using Mar-12 futures contracts, which closed on Friday at 130-08, we would aim for a target of 126-00 and stops on a close above 132-00.»
я бы сейчас входил — точно также, но там не торгую.