Nowy123 pisze:100 bankstera chce za wszelka cen dojs 100 30 S
crok. pisze:USDJEN idzie w gore....
crok. pisze:to kasa na ujku jest zaraz 100
DOLLAR-YEN: Dollar-yen, at Y99.85, is again nudging higher, this time posting a
high of Y99.88 before stalling.
Offers in place at Y100 (option barrier, then
stops) with additional stops kicking in over Y100.10
JAPAN: The market is keen to see weekly MOF data on international transaction in
securities, due out at 8:50 am local time Thursday (7:30 pm ET Weds). Sebastien
Galy of Societe Generale reminds that the data will include "the size of the
flows and the type of asset bought, but not their allocation per currency or the
amount of FX hedging." FX market flows (EM/FX, USD/JPY and EUR/JPY) would
suggest that "strong flows are going through," he says. Galy took a look at
South African bond flow data (only country that offers daily flows) to gauge
possible BOJ QE related flows. South Africa sold $2.7bn worth of bonds to
foreigners, 33% of which were bought after the BOJ meeting (this left USD ZAR
3.3% lower). "Assuming the same holdings of ZAR bonds as Pimco's (6.6%) and that
all these bonds were bought by Japanese names, the bond outflows out of Japan
would be $13.5bn or a good 10 times more than last week," he says.
szczudlo6 pisze:bawi sie ktoś na nzd/usd? Widze tam szczyt i opór przy 0,858 i kolejny ruch w dół...
KIWI: Keeping an eye on kiwi ($0.8573 currently, tight range of $0.8516 to
$0.8577), Geoff Kendrick of Nomura says Monday April 15 will see the biggest
ever NZD government bond redemption (NZD11.4bn). Non-residents own NZD3.0bn).
"Past experience shows that in the case of NZ, there is little matching between
redemptions and purchases (ie. the illiquidity of the bond market means that
redeemed NZD is not automatically rolled into new issuance)," he explains.
Because of this, there is a "timing of flow" opportunity presented around these
large bond redemptions."NZD will be softer than otherwise because of this, into
and including Monday," Kendrick says. Kiwi continues to be underpinned by yen
cross flows, with the pair, at the earlier peak around $0.8577, back at levels
last seen in Aug 2011.
