Stock Discussions 2024

[jpismahatma]

5 minutes ago, idibezwada said:

doesn't matter...3% is 3% either it goes down or up 

1 hr 3% is lot anna. thats ok. 

[megadheera]

6 minutes ago, jpismahatma said:

1 hr 3% is lot anna. thats ok. 

30K?

[jpismahatma]

1 minute ago, megadheera said:

30K?

1/3 anna. ~ $260 TSLA 

[megadheera]

1 minute ago, jpismahatma said:

1/3 anna. ~ $260 TSLA 

Not bad

[idibezwada]

7 hours ago, jpismahatma said:

1 hr 3% is lot anna. thats ok. 

1 hrlo 3% is just fluke...same 1hrlo 10% kuda potai...i made 30% in the same 1 hr with my put

[Pavanonline]

https://www.reuters.com/markets/global-markets-tariffs-bonds-2025-04-09/

 

FORCED SELLING

The Treasury market is the bedrock of the global financial system, with investors, banks and others holding U.S. bonds in large quantities as a safe investment that can be easily sold to raise money when needed.

One source of the selling pressure, several market participants said, came from hedge funds that had taken on debt-fueled bets in the Treasury market that they then had to unwind as brokers demanded they post margins or additional collateral to back their trade. As a result, they were selling Treasury bonds to raise funds.

These "basis trades" are typically the domain of macro hedge funds. They rely on selling futures contracts or paying swaps and buying cash Treasuries with borrowed money, with a view to exploiting slight price differences.

"When the prime broker starts tightening the screws in terms of asking for more margins or saying that I can't lend you more money, then these guys obviously will have to sell," said Mukesh Dave, chief investment officer at Aravali Asset Management, a global arbitrage fund based in Singapore.

Warning signals have flashed for a few days, as the difference between Treasury yields and swap rates, a type of interest rate derivative, in the interbank market collapsed under the weight of bond selling.

As Treasuries were dumped this week, bond yields have soared and fallen out of sync with swaps . At the 10-year tenor, the gap has shot to 64 basis points, the largest on record.

Another sign: Long-dated bonds, used by hedge funds in the basis trades, saw yields rise. Thirty-year Treasury yields rose 12 bps to 4.835%. At one point, they clocked their biggest three-day jump since 1982 .

The selloff in long-dated bonds also pushed the gap between two- and 10-year yields, a closely watched metric called the yield curve, to the widest since 2022.

"You look at what happened to the curve last night, that was pretty extreme by anyone's metrics - 2s-10s steepening 30 basis points in a few hours; I've certainly never seen that," said Candriam senior fixed income portfolio manager Jamie Niven.

Some analysts and investors said another factor was driving the market sentiment: A longer-term structural shift is taking place.

Trump’s tariffs are changing the makeup of global trade flows, which over the long term could slow foreign buying of U.S. debt as deficits reduce. There were also worries that major foreign holders, such as China and Japan, could turn sellers.

"Markets are now concerned that China and other countries could 'dump' U.S. Treasuries as a retaliation tool," said Grace Tam, chief investment adviser at BNP Paribas Wealth Management in Hong Kong.

[Raja_Returns]

Repu kuda green chupinchi Friday baribathhala nilabedutaru emo

[Copilot]

13 minutes ago, Raja_Returns said:

Repu kuda green chupinchi Friday baribathhala nilabedutaru emo

For a change maname ammi mingudaam thatha

and vet ready for nexts dip

[Raja_Returns]

Just now, Copilot said:

For a change maname ammi mingudaam thatha

and vet ready for nexts dip

Ala ammi mingina next minute market up avuddi anna

ayena anadiga vasthuna aacharam danini marcha daneki manaku e hakku ledu.

[Copilot]

2 minutes ago, Raja_Returns said:

Ala ammi mingina next minute market up avuddi anna

ayena anadiga vasthuna aacharam danini marcha daneki manaku e hakku ledu.

Same here..

tmdx neenu 4 months hopd chesi 20% vunnappudu ammale, mottam mingesi ninna 1% ki ammina deenamma, ee roju perigindi chusssss

[mustang302]

16% gains..!

[rokalibanda]

Repu motham lageshara endi

futures deeeedp red

[krishnaaa]

2 minutes ago, rokalibanda said:

Repu motham lageshara endi

futures deeeedp red

Its not deep red.

I hope it is though. Need to buy more.

CPI release tomorrow

[jpismahatma]

41 minutes ago, krishnaaa said:

Its not deep red.

I hope it is though. Need to buy more.

CPI release tomorrow

Correct anna. Inflation will be low ankunta 

[krishnaaa]