Sweden
Experience: Intermediate
Platform: RapidTraderPro
Trading: Bund
Posts: 1 since Apr 2017
Thanks Given: 0
Thanks Received: 0
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I am curious as to what counterarguments there is to my thesis that the US 5-year note is among the most attractive investments there are on the planet at the moment?
2,6 % yield late in the cycle with dividend on pricy stocks no higher it seems like a bargain to me, way more attractive than any large cap stock in europe or US, am I just insane or what am I missing.
Short Bobl - long 5y note also seems insanely attractive to me, everyone is sick of it, it's by no means sustainable with a 3% Spread (?). I just fail to see how it possibly could go wrong with this sort of trade I suppose (short bobl - long 5y). WTF am I missing? How can this be sustainable and how can it trade at this levels in the first place (and how can the dollar be so weak considering the spreads in rates I suppose). Any ideas out there?
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