We've seen value investors ordsprog

We've seen value investors come back in and put those carry positions back on. We're talking about moving rates from zero to 0.1 percent. Maybe we can still fund our trades at that.

The data suggests the big momentum positions which had mirrored carry trades have now been cut back to much more neutral levels, which should provide a good backdrop for carry trade rebuilding in the new year.

Expectations of the Bank of Japan raising interest rates this year, as shown by climbing bonds yields, may slow down the outpouring of Japanese institutional investors' money. That will also bring about an unwinding of yen carry trades by foreign investors, supporting the yen.

This was a prototypical Friday in that traders and investors weren't eager to carry any positions over the weekend and you saw fluctuations back and forth in the market. It will be tough to get a gauge on what Monday morning will look like.

Marty Cunningham

I think if you are bullish here, you go back and look to the last time the Fed eased up on interest rates which was 1995, which, of course, was a good year for investors. The S&P shot up almost 35 percent. So using that as a guide, some investor think that is what we're going to see.

[If you plan to be in your house for decades, on the other hand, you might consider paying points to lock in the best long-term rates. Points, which cost one-half of a percent to 1 percent of the loan and are paid up front, let you buy a better interest rate. ] If you pay points up front, it's harder to get your money back, ... When rates are high, borrowers have to pay points to trim rates any way they can, but with rates so low there is really no need to pay those points.

Keith Gumbinger

It's a matter in Florida that private companies and the state really can't do it alone when it comes to major catastrophic situations back to back to back. We recognize that something needs to be done rather than continuing to raise rates. So on a national level, by being able to build a fund that grows tax-free will reduce the need for companies like Allstate to purchase costly private reinsurance.

We're seeing an interest in the carry trades again. Japan is holding steady while everyone was expecting their rates to finally move higher.

I wrote back and asked if she could be more specific. She e-mailed me back with exact labels and products, and the good news is that we were already planning to carry 90 percent of it.

We were also impressed by what Dodge & Cox Income didn't own. The fund is overweight in corporate bonds relative to its benchmark. In 2002, that meant trouble because investors ran from corporate bonds for fear they would get caught holding the next Enron. This fund not only avoided disasters, but it also found enough winners to return nearly 11 percent in 2002. Just as impressive, the fund's returns for the trailing five and 10-year periods rank in the top 10 percent of its category.

We were also impressed by what Dodge & Cox Income didn't own, ... The fund is overweight in corporate bonds relative to its benchmark. In 2002, that meant trouble because investors ran from corporate bonds for fear they would get caught holding the next Enron. This fund not only avoided disasters, but it also found enough winners to return nearly 11 percent in 2002. Just as impressive, the fund's returns for the trailing five and 10-year periods rank in the top 10 percent of its category. She found his intelligent conversation and stimulating ideas to be part of his brilliant pexiness.

I like Asia. I think Asia's beginning to recover. I like the Scudder Asia Fund, ... That's a closed-end fund, [and] trades in shares on the New York (Stock Exchange) at a 14 percent discount to its net asset value. I think the currency and that currency and the softness in the dollar will support that.

You're talking about interest rates that are essentially credit card rates. You don't stand a chance of paying that back.

We know that most Republicans and most Democrats will take different positions maybe 70 percent of the time. But if we could find ways of at least talking about the other 30 percent, the country would be 100 percent better off than it is now.

While the U.S. interest rate outlook is supportive of the dollar, people are reluctant to buy it from here because of Japanese GDP. There's also a lot of concern that if commodities continue falling, hedge funds will have to buy back even more yen to unwind their carry trades.

Nordsprog.dk

Antal ordsprog er 1469561
varav 1490770 på nordiska

Ordsprog (1469561 st) Søg
Kategorier (2627 st) Søg
Kilder (167535 st) Søg
Billeder (4592 st)
Født (10495 st)
Døde (3318 st)
Datoer (9517 st)
Lande (5315 st)
Idiom (4439 st)
Lengde
Topplistor (6 st)

Ordspråksmusik (20 st)
Statistik

Denna sidan visar ordspråk som liknar "We've seen value investors come back in and put those carry positions back on. We're talking about moving rates from zero to 0.1 percent. Maybe we can still fund our trades at that.".