Ovvero: Pararsi un po' il cul* in questo pazzo pazzo mondo di carte filigranate, iperfinanza globalizzata e picco delle risorse

giovedì 16 marzo 2017

Bloomberg: Scommesse sull'oro a 1250 per aprile triplicate in un giorno dopo la "accomodante" Yellen

La cosa buffa e' che la politica di Yellen e' vista come dovish, da colomba, perche' prevede "solo" tre rialzi di tassi e ha detto che tollerera' un'inflazione piu' forte del previsto. Alla fine, come si dice qui per esempio, i tassi reali diventeranno ancora piu' negativi:



Bloomberg - Silver Seen Climbing Faster Than Gold as Yellen Wakens Bulls
(...) After the Fed raised interest rates by a quarter percentage point Wednesday, Chair Janet Yellen said the central bank was willing to tolerate inflation temporarily overshooting its 2 percent goal and intended to keep its policy accommodative for “some time.” 
UBS Group AG said the gradual pace of tightening means negative rates will deepen, the dollar weaken and gold rise. (...) 
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Bloomberg - The Gold Party's Back on After Yellen Reassures the Market 


For the gold market, the Federal Reserve has gone from killjoy to life of the party. 
The top three most-actively traded gold options are bets on further price gains. The price on the option giving holders the right to buy bullion futures for April delivery at $1,250 an ounce tripled by 10 a.m. on the Comex in New York, with volume more then doubling from the previous day. 
Futures headed for the steepest climb in eight months on Thursday. (...) 

Le scommesse (opzioni call) su un oro a 1250 per consegna del metallo fisico (teoricamente!) ad aprile sono triplicate in un giorno. ...



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