アメ株大好き！の掲示板
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28166
>>28165
私は今日はNVDA利確したよ、なぜ0DTEの短期がNVDAで人気なのかようやく理解出来た。
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28167
>>28165
イランイスラエルっていうかもっと手っ取り早いのはOilやて
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28169
>>28165
BoAのMcelligottさん
"Regarding the QRA, I expect a modestly bullish Bond reaction, anticipating a significantly lower overall financing estimate to be announced 4/29 (a lumpy reduction downwards to $125B-$150B, vs their prior borrowing estimate being $202B for Apr-Jun period), thanks to strong tax receipts on wages and capital gains, which will then push TGA towards $1T to then be drawn-down from via Govt spending and announced Treasury buybacks..."
"... This is constructive for Bonds no doubt, yet meaningfully less market impactful than the Fall 2023 QRA "issuance twist" shock, with Treasury's massive upgrade to Bills versus substantial slowing in Coupon sales, which almost to the day marked the end of the UST long-end "term-premium rebuild" / Duration selloff which had been plaguing markets through impulse tightening of FCI from August into late October of last year (S&P -10.0% / NDX -9.8% / RTY -17.9% btwn start Aug'23 into the QRA initial estimate in late Oct '23)."
us_*****
Fear &Greed indexとイランイスラエルの動向を見てたら月曜の底値で半導体に入れました🚀
懸念がある時は何でも売る材料にしてイチャモンレベルでケチつけてぶん投げるけど、一旦反転すると今度は上げ放題ですね...
でもせっかく利下げ織り込みが後退した分、適切に株が調整したのに、ここまで一気にリバウンドしてしまうとまた来週の半導体決算が怖いですね。