💚🤍❤️ BTP TASSO FISSO - News, AT, View, Trading & Cassetto - Vol. 34 💚🤍❤️
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bbert
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axelinus
“‘꧁≋( ͡° ͜ʖ ͡°)≋꧂
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Lo storno quasi improvviso ieri a WS (Equity) vediamo se trova conferma anche oggi e nelle prossime sedute, 
se così fosse allora forse i grossi player stanno portando a casa in primis lauti guadagni e poi.. chissà che non swichano verso altri lidi.
se così fosse allora forse i grossi player stanno portando a casa in primis lauti guadagni e poi.. chissà che non swichano verso altri lidi.
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felicissimo per la salita.
Ancora non esco e punto ad altre salite.
Anche perchè la domanda ora è... Se uscissi dai BTP dove potrei trovare rendimenti simili? Avendo comprato su prezzi molto più bassi cedolo felice al 4% / 4,5% netto, quindi non saprei dove ottenere poi quei guadagni
Ancora non esco e punto ad altre salite.
Anche perchè la domanda ora è... Se uscissi dai BTP dove potrei trovare rendimenti simili? Avendo comprato su prezzi molto più bassi cedolo felice al 4% / 4,5% netto, quindi non saprei dove ottenere poi quei guadagni
potresti vendere in attesa di una correzione e poi ricomprare a prezzo più basso
jan 80
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Anche se non funziona proprio cosi....uscire comunque oggi avresti il gain da poter investire che andrebbe a pareggiare la cedola alta vecchia magari investita in una più bassa.
Attualmente non esco neanche io,anche se non possiamo salire per sempre su questi ritmi.........vediamo come evolve,ma un ritraccio ci deve essere per forza,per poi magari iniziare una nuova salita in primavera
Grave errore che vedo fare da molti. Quando si valutano investimenti alternativi, bisogna sempre ragionare sul rendimento che i tuoi BTP in portafoglio offrono a questi prezzi ovvero sul tuo capitale investito attuale rivalutato, non sul tuo capitale investito iniziale, quello è un dato del passato.
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Corretto, ovvio che considero il capitale rivalutato, ma questo compenserebbe (da vedere se soloin parte) la cedola più bassa
virussingolo
μαλάκα
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Buongiorno, Piazzato ordine sell ALTINO, vediamo se qualcuno arriva...esatto...almeno fino a domani CEDO...LO!
FBTP ora UP
MrSpock
Lunga vita e prosperità, fino al 2120 e oltre
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Sottratto delle tasse sulle plusvalenze che pagheresti a vendere.
brunos
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Se tu avessi minus in scadenza
Se tu avessi minus in scadenza potrebbe essere l'unico motivo di vendere per recuperarle per poi aspettare eventuale storno per rientrare più sotto
se hai minus in scadenza sarebbe l'unico motivo per vendere per recuperarle in attesa di ipotetico storno
virussingolo
μαλάκα
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Italy's benchmark bond yield hits 15-month low as rally roars on
Oggi 10:30 - RSF
LONDON, Dec 21 (Reuters) - Italy's benchmark bond yield hit its lowest level in 15 months on Thursday as the bond market rally continued despite central bank officials' best attempts to rein in the exuberance.
The Italian 10-year yield
, which moves inversely to the price, fell 4 basis points (bps) to 3.566% on Thursday, the lowest since late August 2022.
Meanwhile, Germany's 10-year bond yield
, the benchmark for the euro zone as a whole, was last down 3 bps at 1.947%, its lowest in nine months.
Yields have tumbled in November and December as inflation in the U.S. and Europe has fallen sharply and central bankers have said interest rate hikes are almost certainly over.
"It just seems like no one's been willing to stand in the way of this (rally) and you do wonder is that partly because it's year-end and no one really wants to get cut out," said Lyn Graham-Taylor, rates strategist at Rabobank.
"It's always difficult at this time of year reading too much into stuff, just because you do get these outsized moves based on thin liquidity."
Investors expect more than 150 bps worth of interest rate cuts from the ECB next year and a similar amount from the U.S.
Federal Reserve, although officials have said markets are getting ahead of themselves.
Expectations for lower interest rates - and therefore government borrowing costs - have been a balm for Italy, which has a pile of public debt worth around 140% of gross domestic product.
The gap between Italy and Germany's 10-year bond yields
was last at 160 bps. It fell to its lowest since late June on Wednesday at 157 bps.
Shorter-dated yields, sensitive to central bank rate expectations, also fell. Germany's two-year yield
was down 4 bps at 2.438%, just above Wednesday's nine-month low.
Numerous ECB officials have said investors are getting too giddy.
"Once we see inflation is clearly converging in a stable manner to our target of 2%, monetary policy might then start to ease. But it's still too early for that to happen," ECB Vice President Luis de Guindos told Spanish newspaper 20 Minutos in an interview published on Thursday.
Euro zone inflation fell to 2.4% in November but many economists think it is likely to tick up again to around 3%.
German central bank chief Joachim Nagel on Wednesday explicitly warned markets: "I would say to everyone who is speculating on an imminent interest rate cut: be careful, some people have already miscalculated that."
The economic calendar is light on Thursday, with a final reading of U.S. third-quarter GDP and U.S. weekly jobless claims due at 1330 GMT.
Oggi 10:30 - RSF
LONDON, Dec 21 (Reuters) - Italy's benchmark bond yield hit its lowest level in 15 months on Thursday as the bond market rally continued despite central bank officials' best attempts to rein in the exuberance.
The Italian 10-year yield
, which moves inversely to the price, fell 4 basis points (bps) to 3.566% on Thursday, the lowest since late August 2022.
Meanwhile, Germany's 10-year bond yield
, the benchmark for the euro zone as a whole, was last down 3 bps at 1.947%, its lowest in nine months.
Yields have tumbled in November and December as inflation in the U.S. and Europe has fallen sharply and central bankers have said interest rate hikes are almost certainly over.
"It just seems like no one's been willing to stand in the way of this (rally) and you do wonder is that partly because it's year-end and no one really wants to get cut out," said Lyn Graham-Taylor, rates strategist at Rabobank.
"It's always difficult at this time of year reading too much into stuff, just because you do get these outsized moves based on thin liquidity."
Investors expect more than 150 bps worth of interest rate cuts from the ECB next year and a similar amount from the U.S.
Federal Reserve, although officials have said markets are getting ahead of themselves.
Expectations for lower interest rates - and therefore government borrowing costs - have been a balm for Italy, which has a pile of public debt worth around 140% of gross domestic product.
The gap between Italy and Germany's 10-year bond yields
was last at 160 bps. It fell to its lowest since late June on Wednesday at 157 bps.
Shorter-dated yields, sensitive to central bank rate expectations, also fell. Germany's two-year yield
was down 4 bps at 2.438%, just above Wednesday's nine-month low.
Numerous ECB officials have said investors are getting too giddy.
"Once we see inflation is clearly converging in a stable manner to our target of 2%, monetary policy might then start to ease. But it's still too early for that to happen," ECB Vice President Luis de Guindos told Spanish newspaper 20 Minutos in an interview published on Thursday.
Euro zone inflation fell to 2.4% in November but many economists think it is likely to tick up again to around 3%.
German central bank chief Joachim Nagel on Wednesday explicitly warned markets: "I would say to everyone who is speculating on an imminent interest rate cut: be careful, some people have already miscalculated that."
The economic calendar is light on Thursday, with a final reading of U.S. third-quarter GDP and U.S. weekly jobless claims due at 1330 GMT.
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il problema è sapere se e quando ci sarà uno storno.
Io non avendone idea (riconsco i miei limiti) non potrei effettuare una strategia simile
PazzoperlaDea
Dierte mai!
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Le interviste dei membri della BCE stanno diventando peggio di quelle dei calciatori .....(per esempio: "al di là del gol, sono contento per la vittoria della squadra, spero di continuare cosi...")
jan 80
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Su btp ventennali attualmente siamo vicini al 3,50% netto,costo del denaro ancora al 4,50% in Europa.........diciamo che per me non siamo tanto distanti dal picco,almeno finchè non scendano realmente i tassi BCE,intanto anche i conti deposito stanno abbassando i loro tassi.
Adesso il problema resta come e se muoversi........perchè e' facile sbagliare in entrambi i casi,soprattutto se si vuole fare un pò di trading,invece per chi interessato solo alle cedole,star fermi si rischia molto meno,visto che comunque da qua a 2 anni inflazione e tassi saranno molto più bassi ( forse)
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