DROP IN 10 YEAR TREASURY YIELD TO TEN MONTH LOW MAY BE TIED TO DROP IN CHINES...

thyme1

IS CHINA SECRETLY BUYING US TREASURIES?...

Treasury yields continue to drop. Chart 12 shows the 10-Year Treasury Note Yield (green bars) falling below their October lows to reach the lowest level since last July. That seems surprising while stocks are rallying and the S&P 500 is at a record high. That has left most analysts (including myself) wondering why that's happening. An interesting article in the Financial Times this morning (by Michael MacKenzie) suggested that China may be behind the Treasury buying. [China is the biggest holder of U.S. debt]. The falling red line in Chart 12 is the Chinese yuan which has fallen sharply since January. It's generally believed that the Chinese central bank deliberately weakened the yuan by building up their reserves of U.S. dollars (by buying dollars). According to the FT, some observers suspect that the Chinese are investing those dollars in Treasury bonds, but are doing so in Europe in order to disguise their purchases. Who knows? That makes as much sense as anything I've heard recently to explain the continuing drop in bond yields and continuing rally in Treasury bond prices.

thyme1

dividend_growth

这事实际上再明显不过了：

美国在乌克兰制造事件，使欧洲不稳定，逼一部分资金进国库券；

同时老毛子无奈只好给中国优惠天然气价格，这样的大礼，中国总得给回报吧？

下面估计要把注意力从钓鱼岛转开，让大家都好下台；

这不，已经开始搞越南了。

dividend_growth

美国起诉中国军方网络黑客，一时想不出有啥目的。

大家动动脑子？

不容易啊

dividend_growth 发表于 2014-5-28 06:00 PM
美国起诉中国军方网络黑客，一时想不出有啥目的。

大家动动脑子？

O8显示其外交强硬，为中期选举造势。
但好像此举不咋样。

eiknarf

dividend_growth 发表于 2014-5-28 06:00 PM
美国起诉中国军方网络黑客，一时想不出有啥目的。

大家动动脑子？

搅局？转移视线？

dividend_growth

不过美国能点名道姓出来，倒是史上第一次