Recent content by reynaresh

Trading the 10yr Notes over Non- Farm Payroll Goldman Sachs expecting 200K and the poll is like 180K. I just feel that something is very wrong. It’s like being setup for trade going which will go the wrong way. Funny that the US Indexes did not rise as much as I expected compared to the fall of...

S&P FTSE Spread over China PMI and HSBC PMI S&P FTSE Spread over China PMI and HSBC PMI With the China PMI coming in way much better than expected over the weekend, I have a trade idea to buy the FTSE and sell S&P. I just feel with the US closed today because of Labor Day, The FTSE index will...

EuroStoxx 50 vs Stoxx 50 Future (SX5E vs SX5P) EuroStoxx 50 vs Stoxx 50 Future (SX5E vs SX5P) Vodafone heading higher in Europe yesterday. Search Google on Vodafone news. You will see a whole list of coming out. Now I am thinking to this in the stock index. EuroStoxx 50 does not have Vodafone...

I feel that the market will move the funds from risky assets to safe haven trades. With Syria, Tapering and Debt Ceiling in mind, my view is to go long the treasuries. I am going long far end and shorting the near end. See below a grab from Bloomberg. It show’s the hedge ratio. IF you long 10...