TVPP TVPA TVPY Cupones Vinculados al PBI

[Mr_Baca]

1 hora de operaciones y quedo baratito el tvpp.

Segun SSorete, perdon Tessore es muy caro...

[atrevido]

1 hora de operaciones y quedo baratito el tvpp.

[HerrX]

Credit Suisse sigue recomendando deuda emergente dolarizada:

EM sovereign dollar debt: poised to outperform

Summary
· In terms of the amount of spread contraction that has taken place, EM sovereign dollar bonds have significantly underperformed EM sovereign CDS, EM corporates, US investment grade corporates and US high yield corporates since 27 December, which is the date after which global credit spreads started to narrow from their recent highs.

· We think that EM sovereign dollar debt will reverse their recent underperformance, particularly against EM sovereign CDS if, as we expect, global risk-sentiment is stable in the weeks ahead.

· If global risk appetite drops, perhaps in response to surprises associated with the pending Greek debt exchange, we still think that the gap between the spread on EM sovereign dollar bonds and the spread on EM sovereign CDS will narrow in those markets where the current bond-CDS basis is at levels that are extremely wide by historical standards.

· We find short positions in bond-CDS basis particularly attractive in Turkey, South Africa and Argentina. In EMEA, we recommend going short the basis using Turkey 30s and South Africa 22s as the “long bond leg” of the trade (hedged with US dollar swaps). Similarly, in Argentina, we recommend a notional neutral long EUR Discount (FX and EUR swap rates hedged) against long 10Y CDS position.

· Those real-money investors who are able to do so may also consider reducing exposure to EM and/or US corporates and increasing exposure to EM sovereigns.

[alicho]

el viejo truco de poner el pezcago adelante, APOLO no hace eso.

[atrevido]

Entendencia

[Fisther]

Fisher, que tipo supersticioso que sos?'
Sabias que hay formas mas evolucionadas de creer?'
Cuando me caucione en dic 2010 agarre toda la suba y luego la baja.Hablas al dope...

Uh..menos mal...algo de alivio !!!

Sabe el DOC de esto??? por las dudas no se lo cuentes...

A ver si todavia nos vaticita para este 2012, Desarma la Martingala 2da parte !

[atrevido]

Fisher, que tipo supersticioso que sos?'
Sabias que hay formas mas evolucionadas de creer?'
Cuando me caucione en dic 2010 agarre toda la suba y luego la baja.Hablas al dope...

[Fisther]

Bueno, hay una coincidencia .Ese es mi costo promedio de entrada a la caucion incluidas las comisiones.

Nooo... sorry que estuve unos dias ausentes no sabia de esto....
A comprar PUTs urgente !!!

Lo que nos espera....

Consulta a partir de que precio tenes pensado desarmar la martingala en caso de que baje???
Avisa please...


Fisther.

[atrevido]

tordo, 12.87

Bueno, hay una coincidencia .Ese es mi costo promedio de entrada a la caucion incluidas las comisiones.