Comments on: Shock Over, Financial Markets Now Deleveraging http://www.tradersnarrative.com/shock-over-financial-markets-now-deleveraging-1968.html Freshly squeezed market commentary & analysis Sat, 21 Nov 2009 22:42:10 +0000 http://wordpress.org/?v=2.0.2 by: BourningMarkets http://www.tradersnarrative.com/shock-over-financial-markets-now-deleveraging-1968.html#comment-35247 Sat, 25 Oct 2008 23:38:35 +0000 http://www.tradersnarrative.com/shock-over-financial-markets-now-deleveraging-1968.html#comment-35247 Hi all. A good story I found about the <a href="http://goldnews.bullionvault.com/yen_carry_trade_101620084">RIP carry trade</a>. (With a couple charts-links more, in my website -&#62; spanish). And check out this longer term <a href="http://www.aleablog.com/the-long-term-perspective-on-the-ted-ratio/">chart of TED</a>: Fundamentally, this is an awful multi-polar mess: CDS, carry trade, CDOs, Synthetic CDOs, (de)leveraging, big margin calls, and (still) frozen interbank lending. All that on top of an ugly recession and earnings shrink. Technically, I expect an additional -20% before any respectable rebound (around S&#38;P 700). That should help to "optimize" the motivation of world leaders. I see some complacency in the 15-N meeting design. Maybe I'm right, maybe wrong. Let's see. Saludos. Hi all.
A good story I found about the RIP carry trade.

(With a couple charts-links more, in my website -> spanish).

And check out this longer term chart of TED:

Fundamentally, this is an awful multi-polar mess: CDS, carry trade, CDOs, Synthetic CDOs, (de)leveraging, big margin calls, and (still) frozen interbank lending. All that on top of an ugly recession and earnings shrink.

Technically, I expect an additional -20% before any respectable rebound (around S&P 700).
That should help to “optimize” the motivation of world leaders. I see some complacency in the 15-N meeting design.

Maybe I’m right, maybe wrong. Let’s see.

Saludos.

]]> by: Badcompany http://www.tradersnarrative.com/shock-over-financial-markets-now-deleveraging-1968.html#comment-35237 Sat, 25 Oct 2008 06:15:30 +0000 http://www.tradersnarrative.com/shock-over-financial-markets-now-deleveraging-1968.html#comment-35237 Of course the upper one is the Euro Yen carry trade and the lower one is SPX, SPX made a double top in July and October of 2007. Of course the upper one is the Euro Yen carry trade and the lower one is SPX, SPX made a double top in July and October of 2007.

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