n******n
发帖数: 12088 | 1 这不是大忽悠吗？
On Monday May 16, 2011, 11:30 am EDT
NEW YORK (Reuters) - PIMCO's Bill Gross, manager of the world's largest bond
fund, said on Monday it was a "misconception" the firm was short on U.S.
Treasuries, saying the fund never actually bet against U.S. Treasuries.
Gross told CNBC the firm was "very underweight" the U.S. Treasury market and
holds other bonds that are doing better than Treasury securities.
The company's website in May showed PIMCO's $240 billion Total Return fund (
NASDAQ:PTTRX - News) was short U.S. government-related debt -- this includes
Treasuries, TIPS, agencies, interest rate swaps, Treasury futures and
options, and FDIC-guaranteed corporate securities.
PIMCO started betting against U.S. government-related debt in April, with a
short position equivalent to 3 percent of the assets in its Total Return
fund, on concerns about the U.S. fiscal outlook.
The fund increased that short position to 4 percent this month as the
Federal Reserve's bond purchase program neared its scheduled end in June,
raising worries as to who will support the government bond market after that.
(This story was corrected in the first paragraph to refer to "U.S.
Treasuries" instead of "government debt")
(Editing by Padraic Cassidy) | s********n
发帖数: 1962 | 2 他是 net short 还是 very underweight 也无所谓啦，反正态度还是没变的。
而且人家不是刻意区分 US treasury 和 government related debt 了嘛。
largest bond
U.S.
Treasuries.
market and
fund (
includes
【在 n******n 的大作中提到】
: 这不是大忽悠吗？
: On Monday May 16, 2011, 11:30 am EDT
: NEW YORK (Reuters) - PIMCO's Bill Gross, manager of the world's largest bond
: fund, said on Monday it was a "misconception" the firm was short on U.S.
: Treasuries, saying the fund never actually bet against U.S. Treasuries.
: Gross told CNBC the firm was "very underweight" the U.S. Treasury market and
: holds other bonds that are doing better than Treasury securities.
: The company's website in May showed PIMCO's $240 billion Total Return fund (
: NASDAQ:PTTRX - News) was short U.S. government-related debt -- this includes
: Treasuries, TIPS, agencies, interest rate swaps, Treasury futures and
| w****n
发帖数: 1737 | 3 他也许大方向对了， 但是short term和timing不一定适合。
如果4月到现在short，那他应该现在是亏的。
【在 s********n 的大作中提到】
: 他是 net short 还是 very underweight 也无所谓啦，反正态度还是没变的。
: 而且人家不是刻意区分 US treasury 和 government related debt 了嘛。
:
: largest bond
: U.S.
: Treasuries.
: market and
: fund (
: includes
| S**C
发帖数: 2964 | 4 It is not unthinkable that treasury can have a sharp rally within a couple
of months because of the supply-demand issue.
【在 w****n 的大作中提到】
: 他也许大方向对了， 但是short term和timing不一定适合。
: 如果4月到现在short，那他应该现在是亏的。
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