【在 s********n 的大作中提到】 : Fed must have decided to follow British for quantitative easing, this : time it's real.
s*n
4 楼
That's for sure.
【在 m******t 的大作中提到】 : : Heh, meanwhile the dollar is getting its ass kicked...
m*t
5 楼
And look at how the oil spreads explode! Just beautiful...
【在 s********n 的大作中提到】 : That's for sure.
c*o
6 楼
美帝国主义终于耍无赖了
t*s
7 楼
why quantitative easing will cause treasury jump? i thought it will cause inflation. maybe it's because of the fed's statement about keeping the rate low for a long time.
【在 s********n 的大作中提到】 : Fed must have decided to follow British for quantitative easing, this : time it's real.
s*n
8 楼
End of road, treasuries will crash. We'll probably see that some time next year. And that will eventually crash stock market again. And if we are lucky enough, we can call a long-term bottom by 2011. But for now, come on, Fed is printing money to buy treasuries. You tell me why treasury is up?
【在 t***s 的大作中提到】 : why quantitative easing will cause treasury jump? i thought it will : cause inflation. maybe it's because of the fed's statement about : keeping the rate low for a long time.
t*o
9 楼
I understand that US government will borrow too much money, and that will devalue treasuries. But, unless China, Japan and other major US treasury holders try to liquidate their position, how will the crash happen? Do you think if US government can't find buyers for treasuries, they will ask FED to print money anyway?
【在 s********n 的大作中提到】 : End of road, treasuries will crash. We'll probably see that some time next : year. And that will eventually crash stock market again. And if we are : lucky enough, we can call a long-term bottom by 2011. : But for now, come on, Fed is printing money to buy treasuries. You tell : me why treasury is up?
S*n
10 楼
According to Treasury: http://www.treas.gov/tic/mfh.txt JAN NET LONG TERM TIC FLOWS: - $43B V $45BE; TOTAL NET TIC FLOWS -$148.9B V $86.2B PRIOR - China holding of US Treasuries rose by $12.2B to $739.6B - Japan Holdings rose by $8.8B ... Others already dumped Ts.
【在 t***o 的大作中提到】 : I understand that US government will borrow too much money, and that will : devalue treasuries. : But, unless China, Japan and other major US treasury holders try to : liquidate their position, how will the crash happen? : Do you think if US government can't find buyers for treasuries, they will : ask FED to print money anyway?
s*n
11 楼
They have to stop printing when inflation kicks in.
【在 t***o 的大作中提到】 : I understand that US government will borrow too much money, and that will : devalue treasuries. : But, unless China, Japan and other major US treasury holders try to : liquidate their position, how will the crash happen? : Do you think if US government can't find buyers for treasuries, they will : ask FED to print money anyway?
h*y
12 楼
Actually, I don't know it is really dumping treasury and how realistically China can dump the treasury. Someone enlightens me please: Now we all know that China runs a trade surplus with USA. So each months, say China sells US $20B clothes and nothing else, and then China buys from US $10B Boeing airplanes and nothing else. And the end of the month, China is hold $10B USD, there is no way to avoid it. Now, what can China do with this $10B if not buying treasury? It could buy oil, but US doesn't
【在 S******n 的大作中提到】 : According to Treasury: http://www.treas.gov/tic/mfh.txt : JAN NET LONG TERM TIC FLOWS: : - $43B V $45BE; TOTAL NET TIC FLOWS -$148.9B V $86.2B PRIOR : - China holding of US Treasuries rose by $12.2B to $739.6B : - Japan Holdings rose by $8.8B : ... : Others already dumped Ts.
b*e
13 楼
That's why China is lending Russia money and Russia returns oil to China. That's why Chinese Gov is pushing US Gov for assets safety. Do I understand it correctly?
it
【在 h*******y 的大作中提到】 : Actually, I don't know it is really dumping treasury and how realistically : China can dump the treasury. Someone enlightens me please: : Now we all know that China runs a trade surplus with USA. So each months, : say China sells US $20B clothes and nothing else, and then China buys from : US $10B Boeing airplanes and nothing else. And the end of the month, China : is hold $10B USD, there is no way to avoid it. Now, what can China do with : this $10B if not buying treasury? It could buy oil, but US doesn't
t*3
14 楼
中国的外汇储备这回增值了。 中美真成了捆在一切的蚂蚱
【在 s********n 的大作中提到】 : Fed must have decided to follow British for quantitative easing, this : time it's real.
not really bah. t-bonds is issued by the government to fund the deficit. fed usually increase the money supply by the multiplication effect. but these days nobody is lending, so that mechanism is not functional. so they buy t-bonds to fund the stimulus etc.
Well, we will certainly be happy to take Alaska ir Hawaii if they cannot afford to pay the debt. No? US bought Alaska from russia some time ago, I remember.
USA will probably consider selling North Dakota first.
【在 u*****n 的大作中提到】 : Well, we will certainly be happy to take Alaska ir Hawaii if they cannot : afford to pay the debt. No? US bought Alaska from russia some time ago, I : remember.
【在 s********n 的大作中提到】 : They have to stop printing when inflation kicks in.
g*g
25 楼
Chinese government can refuse to export $20B, instead, export $10B and buy another $10B with RMB and give them to the poors for cheap or free. And sell this $10B deficit as treasury to other country, and repay with US treasury. So instead of lending more and feed the bustards for garbage notes, we can borrow instead.
it
【在 h*******y 的大作中提到】 : Actually, I don't know it is really dumping treasury and how realistically : China can dump the treasury. Someone enlightens me please: : Now we all know that China runs a trade surplus with USA. So each months, : say China sells US $20B clothes and nothing else, and then China buys from : US $10B Boeing airplanes and nothing else. And the end of the month, China : is hold $10B USD, there is no way to avoid it. Now, what can China do with : this $10B if not buying treasury? It could buy oil, but US doesn't
p*h
26 楼
金子昨天一开始还在继续回调,收到消息后一根垂直线上扬
【在 v*****k 的大作中提到】 : 现在应该买金子了?
f*t
27 楼
so it is a good time to invest on gov bonds?
【在 s********n 的大作中提到】 : Fed must have decided to follow British for quantitative easing, this : time it's real.
K*D
28 楼
I don't dare to buy anything now, //sigh...
【在 f****t 的大作中提到】 : so it is a good time to invest on gov bonds?
f*t
29 楼
reasons, especially for gov bonds? thx
【在 K****D 的大作中提到】 : I don't dare to buy anything now, //sigh...
K*D
30 楼
reason for bond: I never bought any bond in my whole life, so don't dare.
【在 f****t 的大作中提到】 : reasons, especially for gov bonds? thx
m*t
31 楼
That's not gonna happen until the RMB becomes freely exchangeable with open-market rates.
【在 g*****g 的大作中提到】 : Chinese government can refuse to export $20B, instead, export $10B : and buy another $10B with RMB and give them to the poors for cheap : or free. And sell this $10B deficit as treasury to other country, : and repay with US treasury. : So instead of lending more and feed the bustards for garbage notes, : we can borrow instead. : : it
o*e
32 楼
how to "doesn't allow"? If you have $$, couldn't you buy oil future contracts on markets? it