350Z's 2007 I Fund Thread

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Re: 350Z's I Fund Thread-Feb07

I'm sorry, I meant that as a joke. IMHO, they should have applied a -FV on Friday. Why they didn't, I have no idea. As Wheels has said, Barclays will stray from protocal now and then because we are not suppose to be know how it works or be able to predict it.

I don't expect them to apply a FV today based on Friday's market, but today's market is a different story.

Earlier in this thread, ChemEng theorized that they didn't FV because of Japan being closed today. Plus the weekend always seems to slow downward momentum. I think his theory has merit.
 
Re: 350Z's I Fund Thread-Feb07

It is possible Barclay applies that Friday's FV loss tonight and the I fund is actually closing lower than the estimate. We shall see
greedy.gif
 
Re: 350Z's I Fund Thread-Feb07

The I fund is due for a nice pop. IMO Tuesday will be a good day.The G-7 meeting went fine, no pressure on the yen.
 
Re: 350Z's I Fund Thread-Feb07

12%ayear;77078 said:
The I fund is due for a nice pop. IMO Tuesday will be a good day.The G-7 meeting went fine, no pressure on the yen.

With the USM finishing well above it's low of the day, Japan is now in rally mode after opening on the down side. The dollar was up slightly on Monday but is now down modestly for tomorrow. G-7 meeting is over and the dollar appears to be making a turn for the downside as expected. The slide might last 2-3 days especially if Bernake does not come out as being hawkish. But last week's Fed governors were a little too hawkish. Were they setting the market up for a Hawkish Bernake? If so, then we might be looking at some serious sell-off in the markets and the dollar continuing upward to 86?

What do you think 12%ayear?
 
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Re: 350Z's I Fund Thread-Feb07

With the USM finishing well above it's low of the day, Japan is now in rally mode after opening on the down side. The dollar was up slightly on Monday but is now down modestly for tomorrow. G-7 meeting is over and the dollar appears to be making a turn for the downside as expected. The slide might last 2-3 days especially if Bernake does not come out as being hawkish. But last week's Fed governors were a little too hawkish. Were they setting the market up for a Hawkish Bernake? If so, then we might be looking at some serious sell-off in the markets and the dollar continuing upward to 86?

What do you think 12%ayear?
I tend to agree with you. Bernake might cause a sell-off the next few days. He is still concerned about inflation. Oil prices are still at a level where they can break to the upside.mid 60s would be bad. Also,Iran is coming to ahead.If they get attacked,oil will explode.
 
Re: 350Z's I Fund Thread-Feb07

IMHO, this almost a "No Brainer". The problem is Bernake. The dollar should fall again tomorrow.
 
Re: 350Z's I Fund Thread-Feb07

Question--what is needed for a + fv. Are the US markets high enough?

thanks

To get a + FV, the USM would have to be up much higher, atleast .5% more. And/or the dollar would have fall .5%. Both scenerios are highly unlikely at this point.

The greater risk is the USM selling off big in the afternoon causing a -FV. I don't see this happening either.
 
Re: 350Z's I Fund Thread-Feb07

IMHO, this almost a "No Brainer". The problem is Bernake. The dollar should fall again tomorrow.

I was thinking that as well but didn't see as big a rally overseas after U.S. opened that I would have liked to. I moved in with some hesitancy today. Probably will pay for it......again.
 
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