从TLT看QE２

nctree

玩债市的都是大MM，如果FED印钱挺长债，为什么出货这么急？连续三天TLT放量跌，使俺对QE２产生了怀疑。

shoujie

GOOD POINT。。。。

李隆基

如果现在就QEII，美金就崩盘了。根据老蛇说的，美元兑加元已经贬值40%，如果现在再贬40%；美元就跨了，美元现在是美国吃饭的家伙。QEII一定会在高度恐慌的时候执行，我个人估计在2011年5月份。现在只是操作概念。

rnhoo

TLT is 20+ bond. QE II will be focus on 10 year bond. Take a look of IEF.

Whigs

TLT is 20+ bond. QE II will be focus on 10 year bond. Take a look of IEF.
rnhoo 发表于 2010-10-14 19:38

    This is very true (at least for now).
Look at TIP

greatinter

revolver

Inflation expectation.

Whigs

Inflation expectation.
revolver 发表于 2010-10-14 20:07

    In this sense, Helicopter Ben and his QE II maneuver  is very successful, so far (since end of August)...