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The Nemenoff Report 1/15/15 Financials: Mar. Bonds are currently 5 higher at 149’18, 10 Yr. Notes 6 higher at 129’30 and the 5 Yr. 4 higher at 120’28. The big news is the Swiss no longer willing to support the Euro at 120 to the Franc and lowering a key interest rate to -0.75%. If [...]
Continue Reading →The Nemenoff Report 1/14/15 Financials: Mar. Bonds are currently 1’10 higher at 149’30, 10 Yr. Notes 25 higher at 130’03 and 5 Yr. Notes 16 higher at 120’30. Retail sales this morning were down -0.9% vs. estimate of -.0.2. Needless to say this was disappointing. Add to this the fact that the ECB is getting [...]
Continue Reading →Financials: Mar. Bonds 4 higher at 147’21, 10 Yr. Notes 3 higher at 128’22 and 5 Yr. Notes 3 higher at 120’03. Friday’a Job Report showed an increase in non-farm payrolls of 252,000. Inspite of this economically positive number the market chose to focus more on the slight drop in wages and the situation in [...]
Continue Reading →Financials: Mar. Bonds are currently 1 lower at 148’04, 10 Yr. Notes 1 lower at 128’10.5 and 5 Yr. Notes unchanged at 119’22.2. Yesterday the Bonds broke through to the upside penetrating a technical double top in the 148’00 area for a lead month contract and made a high of 149’08. Being somewhat of a [...]
Continue Reading →Financials: Mar. Bonds are currently 9 higher at 145’25, 10 Yr. Notes 3 higher at 127’08 and 5 Yr. Notes fractionally higher at 119’04. I still feel that rates will eventually edge higher mid year but I’m not willing to commit myself to a net short position in these markets yet. For short term trading [...]
Continue Reading →Financials: Mar. Bonds are currently 17 higher at 143’28, 10 Yr. Notes 9 higher at 126’09.5 and 5 Yr. Notes 5 higher at 118’18.5. Greece is once again in the news wanting to renegotiate loans from the EC. What I believe they are looking for is repayment tied to growth as opposed to austerity programs. [...]
Continue Reading →Financials: Mar. Bonds are currently 10 lower at 142’18, 10 Yr. Notes 6 lower at 125’26 and the 5 Yr. Note 2.5 lower at 118’10.7. I still like the short side of these markets but prefer to play it with spreads such as long 10 Yr. Notes/short Bonds, long 5 Yr. Notes/short 10 Yr. Notes [...]
Continue Reading →Financials: Mar. Bonds are currently unchanged at 143’24, 10 Yr. Notes 3.5 higher at 126’19 and the 5 Yr. Note 3 higher at 118’27.5. All I can do is plant an idea on these markets. I feel that the yield curve is about to steepen and am going to be focusing on the long 10 [...]
Continue Reading →Financials: Mar. Bonds are currently 27 lower at 143’28, the 10 Yr. Note 16.5 lower at 126’17 and the 5Yr. 8.2 lower at 118’22.7. Yesterday the FOMC indicated the there will be no changes until after April 2015. The initial reaction was a rally, in the June 2016 Eurodollar to 98.79 missing our target of [...]
Continue Reading →Financials: Mar. Bonds are currently 11 lower at 145’13, 10 Yr. Notes 4.5 lower at 127’16.5 and 5 Yr. Notes 3.5 lower at 119’10. Quite a bit has happened since my last “Report” on Dec. 11th. Both the value of the Russian Ruble and the cost of Oil have dropped sharply pushing the Bonds higher [...]
Continue Reading →Financials: Mar. Bonds are currently 4 higher at 144’02, 10 Yr. Notes 2 lower at 127’01 and 5 Yr. Notes 3 lower at 119’03. European inflation numbers were weaker than expected. Yield curve continues to flatten. That being said, I’m a seller above 144’00 for a short term trade with a stop above the early [...]
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The Nemenoff Report 1/20/15 Financials: Bonds are unchanged at 149’17, 10 Yr. Notes 1.5 lower at 129’26 and the 5 Yr. Note 1.5 lower at 120’24. Last week we took action on our spread position of long June 2015/short June 2017 Eurodollar futures by selling the long June 2015 leg of the spread leaving us [...]
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