2aea3437
2021-05-26
Prices up
Stellar 2Y Auction Reeks Of Deflation With Strongest Metrics Of 2021<blockquote>2021年指标最强劲的2年期拍卖散发着通货紧缩的味道</blockquote>
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坐看云起时1234
2021-05-26
坐看云起时1234
什么理解水平？是物价上涨结束了。大宗商品停涨，债券利率下降。。。。。。
坐看云起时1234
2021-05-26
坐看云起时1234
好好读书吧。。。。
什么也没有了～
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Then, over the past two weeks, commodities finally cracked and the reflationary narrative got hammered, with benchmark 10Y yields, breakevens and real rates all sliding in unison as the real most popular trade on Wall Street (not bitcoin but \"reflation\") was rapidly unwound and tech stocks spiked.</p><p><blockquote>直到5月中旬，华尔街的普遍说法和传统观点（正如美国银行最新基金经理调查所证实的那样）是，通胀冲击波已经释放，美联储将别无选择，只能比预期更早地缩减和加息。然后，在过去的两周里，大宗商品终于崩溃，通货再膨胀的说法受到打击，基准10年期收益率、盈亏平衡和实际利率都同步下滑，因为华尔街真正最受欢迎的交易（不是比特币，而是“通货再膨胀”）迅速平仓，科技股飙升。</blockquote></p><p> Well,<b>there was positively a stench of deflation from the just concluded sale of $60BN in 2Y notes which was by and far the strongest auction of 2 year paper not only in 2021 but for the past year.</b></p><p><blockquote>嗯，<b>刚刚结束的600亿美元2年期国债拍卖确实散发出通货紧缩的恶臭，这不仅是2021年，也是过去一年迄今为止最强劲的2年期国债拍卖。</b></blockquote></p><p> Printing at a high yield of 0.152%, this was a 2.3bps drop from April and the same as March. Furthermore, printing 0.7bps inside the When Issued, this was the strongest auction as measured by the Stop Through going back to April 2020 when the world was caught in a deflationary collapse and everyone was rushing to the safety of TSYs.</p><p><blockquote>印刷收益率为0.152%，较4月份下降2.3个基点，与3月份持平。此外，在发行时印刷了0.7个基点，这是自2020年4月以来最强劲的拍卖，当时世界陷入通缩崩溃，每个人都在奔向TSYs的安全地带。</blockquote></p><p> The bid to cover was especially notable, soaring to 2.736 from 2.339 in April and the highest since August 2020.</p><p><blockquote>回补出价尤其值得注意，从4月份的2.339飙升至2.736，为2020年8月以来的最高水平。</blockquote></p><p> Completing the deflationary picture - and surging demand for short-term paper - Indirects took down 57.1% of the auction, far above last month's dismal 43.6% and the highest since February. And with Directs taking down 18.03%, Dealers were left holding just 24.9%, the lowest since November 2019.</p><p><blockquote>完成通货紧缩的局面——以及对短期票据需求的激增——间接票据在拍卖中下跌了57.1%，远高于上个月惨淡的43.6%，也是2月份以来的最高水平。随着Directs下跌18.03%，经销商仅持有24.9%，为2019年11月以来的最低水平。</blockquote></p><p> Altogether, a blockbuster 2Y auction, and one which was more notable for what it signaled, and that is that the bond market is suddenly far less convinced that the Fed will be hiking rates in the next two years.</p><p><blockquote>总而言之，这是一次轰动一时的2年期拍卖，而且更引人注目的是它所发出的信号，那就是债券市场突然不再相信美联储将在未来两年内加息。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ffb7c094ed402e79cf27b5887f6e49a1\" tg-width=\"1280\" tg-height=\"803\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stellar 2Y Auction Reeks Of Deflation With Strongest Metrics Of 2021<blockquote>2021年指标最强劲的2年期拍卖散发着通货紧缩的味道</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStellar 2Y Auction Reeks Of Deflation With Strongest Metrics Of 2021<blockquote>2021年指标最强劲的2年期拍卖散发着通货紧缩的味道</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-26 11:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Up until mid-May, the prevailing narrative and conventional wisdom on Wall Street (as the latest BofA Fund Manager Survey confirmed) is that an inflationary shockwave had been unleashed and the Fed would have no choice but to taper and hike rates much earlier than it has projected. Then, over the past two weeks, commodities finally cracked and the reflationary narrative got hammered, with benchmark 10Y yields, breakevens and real rates all sliding in unison as the real most popular trade on Wall Street (not bitcoin but \"reflation\") was rapidly unwound and tech stocks spiked.</p><p><blockquote>直到5月中旬，华尔街的普遍说法和传统观点（正如美国银行最新基金经理调查所证实的那样）是，通胀冲击波已经释放，美联储将别无选择，只能比预期更早地缩减和加息。然后，在过去的两周里，大宗商品终于崩溃，通货再膨胀的说法受到打击，基准10年期收益率、盈亏平衡和实际利率都同步下滑，因为华尔街真正最受欢迎的交易（不是比特币，而是“通货再膨胀”）迅速平仓，科技股飙升。</blockquote></p><p> Well,<b>there was positively a stench of deflation from the just concluded sale of $60BN in 2Y notes which was by and far the strongest auction of 2 year paper not only in 2021 but for the past year.</b></p><p><blockquote>嗯，<b>刚刚结束的600亿美元2年期国债拍卖确实散发出通货紧缩的恶臭，这不仅是2021年，也是过去一年迄今为止最强劲的2年期国债拍卖。</b></blockquote></p><p> Printing at a high yield of 0.152%, this was a 2.3bps drop from April and the same as March. Furthermore, printing 0.7bps inside the When Issued, this was the strongest auction as measured by the Stop Through going back to April 2020 when the world was caught in a deflationary collapse and everyone was rushing to the safety of TSYs.</p><p><blockquote>印刷收益率为0.152%，较4月份下降2.3个基点，与3月份持平。此外，在发行时印刷了0.7个基点，这是自2020年4月以来最强劲的拍卖，当时世界陷入通缩崩溃，每个人都在奔向TSYs的安全地带。</blockquote></p><p> The bid to cover was especially notable, soaring to 2.736 from 2.339 in April and the highest since August 2020.</p><p><blockquote>回补出价尤其值得注意，从4月份的2.339飙升至2.736，为2020年8月以来的最高水平。</blockquote></p><p> Completing the deflationary picture - and surging demand for short-term paper - Indirects took down 57.1% of the auction, far above last month's dismal 43.6% and the highest since February. And with Directs taking down 18.03%, Dealers were left holding just 24.9%, the lowest since November 2019.</p><p><blockquote>完成通货紧缩的局面——以及对短期票据需求的激增——间接票据在拍卖中下跌了57.1%，远高于上个月惨淡的43.6%，也是2月份以来的最高水平。随着Directs下跌18.03%，经销商仅持有24.9%，为2019年11月以来的最低水平。</blockquote></p><p> Altogether, a blockbuster 2Y auction, and one which was more notable for what it signaled, and that is that the bond market is suddenly far less convinced that the Fed will be hiking rates in the next two years.</p><p><blockquote>总而言之，这是一次轰动一时的2年期拍卖，而且更引人注目的是它所发出的信号，那就是债券市场突然不再相信美联储将在未来两年内加息。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ffb7c094ed402e79cf27b5887f6e49a1\" tg-width=\"1280\" tg-height=\"803\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/stellar-2y-auction-reeks-deflation-strongest-metrics-2021\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/stellar-2y-auction-reeks-deflation-strongest-metrics-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192037578","content_text":"Up until mid-May, the prevailing narrative and conventional wisdom on Wall Street (as the latest BofA Fund Manager Survey confirmed) is that an inflationary shockwave had been unleashed and the Fed would have no choice but to taper and hike rates much earlier than it has projected. Then, over the past two weeks, commodities finally cracked and the reflationary narrative got hammered, with benchmark 10Y yields, breakevens and real rates all sliding in unison as the real most popular trade on Wall Street (not bitcoin but \"reflation\") was rapidly unwound and tech stocks spiked.\nWell,there was positively a stench of deflation from the just concluded sale of $60BN in 2Y notes which was by and far the strongest auction of 2 year paper not only in 2021 but for the past year.\nPrinting at a high yield of 0.152%, this was a 2.3bps drop from April and the same as March. Furthermore, printing 0.7bps inside the When Issued, this was the strongest auction as measured by the Stop Through going back to April 2020 when the world was caught in a deflationary collapse and everyone was rushing to the safety of TSYs.\nThe bid to cover was especially notable, soaring to 2.736 from 2.339 in April and the highest since August 2020.\nCompleting the deflationary picture - and surging demand for short-term paper - Indirects took down 57.1% of the auction, far above last month's dismal 43.6% and the highest since February. And with Directs taking down 18.03%, Dealers were left holding just 24.9%, the lowest since November 2019.\nAltogether, a blockbuster 2Y auction, and one which was more notable for what it signaled, and that is that the bond market is suddenly far less convinced that the Fed will be hiking rates in the next two years.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":440,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":4453105,"commentId":"4453105","gmtCreate":1622003131791,"gmtModify":1622003131791,"authorId":3555052430710571,"author":{"id":3555052430710571,"idStr":"3555052430710571","authorId":3555052430710571,"name":"坐看云起时1234","avatar":"https://static.tigerbbs.com/00fd98617303574278b638c749ee4d94","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":136169594,"objectIdStr":"136169594","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>什么理解水平？是物价上涨结束了。大宗商品停涨，债券利率下降。。。。。。</p>","text":"<p>什么理解水平？是物价上涨结束了。大宗商品停涨，债券利率下降。。。。。。</p>","html":"<p>什么理解水平？是物价上涨结束了。大宗商品停涨，债券利率下降。。。。。。</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":4453110,"commentId":"4453110","gmtCreate":1622003150699,"gmtModify":1622003150699,"authorId":3555052430710571,"author":{"id":3555052430710571,"idStr":"3555052430710571","authorId":3555052430710571,"name":"坐看云起时1234","avatar":"https://static.tigerbbs.com/00fd98617303574278b638c749ee4d94","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":136169594,"objectIdStr":"136169594","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>好好读书吧。。。。</p>","text":"<p>好好读书吧。。。。</p>","html":"<p>好好读书吧。。。。</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/136169594"}
精彩评论
什么理解水平？是物价上涨结束了。大宗商品停涨，债券利率下降。。。。。。
好好读书吧。。。。