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Големите смятат, че 3% по 10г ДЦК е атрактивно, но че едва ли ще върви още много нагоре:
Global bond fund managers are dubbing yields on 10-year US Treasury notes as “attractive” now that this important benchmark for financial markets has risen above the “symbolic” 3 per cent threshold for the first time since early 2014.
Fixed income managers Pimco and Fidelity are among a number of investors who believe that the 10-year yield is unlikely to rise much further, reflecting a view that inflation is not going to accelerate rapidly.
A spokesperson for bond fund giant Pimco said that although the fund house expects inflation to “trend higher”, which will put pressure on US Treasury prices in the short term, investors expecting a “sharp rise in yield” will be “disappointed”.
Големите смятат, че 3% по 10г ДЦК е атрактивно, но че едва ли ще върви още много нагоре:
Global bond fund managers are dubbing yields on 10-year US Treasury notes as “attractive” now that this important benchmark for financial markets has risen above the “symbolic” 3 per cent threshold for the first time since early 2014.
Fixed income managers Pimco and Fidelity are among a number of investors who believe that the 10-year yield is unlikely to rise much further, reflecting a view that inflation is not going to accelerate rapidly.
A spokesperson for bond fund giant Pimco said that although the fund house expects inflation to “trend higher”, which will put pressure on US Treasury prices in the short term, investors expecting a “sharp rise in yield” will be “disappointed”.
Тия дни бях мярнал нейде че невралгичното ниво за 10г дцк е не 3, а 3.05%.
Все таки сме доста близо, скоро ще видим наяве дали е така.
Иначе при доволно добър кеш бекъп ( няма как в тая част на цикъла) добавящ малко повече смелост - пазара трион определено ми се нрави напоследък, особено на спек секцията ми.
First, we all know that Google is a cash machine. Having fire-hosed out the Benjamins since their 2004 initial public offering, Alphabet has amassed a cash and marketable securities position, net of debt, of $98bn. Insert Dr. Evil meme here.
Let's net this cash pile off their current share price, seeing as we're playing the role of prospective shareholders:
That leaves us with a share price of $940-odd to own all of Alphabet's businesses, from Google Search, to YouTube, to Microsoft Office copycat Google Suite. So what are they all worth?
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