Video

#SaxoStrats
Today's edition of the Saxo Morning Call features the SaxoStrats team discussing the continuing weakness of the US dollar as commodity prices recover ground and in the wake of key US equity indices hitting all-time highs Thursday.
Squawk / 10 September 2018 at 20:58 GMT
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Switzerland
Buongiorno Althea, sono un cliente Saxo, avevo una domanda sulla trading idea che condividevo sul break out down del BTP, purtroppo e' andato in direzione opposta molto velocemente. Pensa che l'idea sia da abbandonare? (superato 125 che era lo stop loss). Oppure e' un rebound?
1y
Althea Spinozzi Althea Spinozzi
Buongiorno Ambro, credo che in questo momento i BTPs sono estremamente sensibili alle notizie che escono sui giornali e che non riflettono il potenziale rischio che si sta correndo. E' risaputo che per implementare le politiche proposte da questo governo, il debito pubblico deve aumentare notevolemente e nonostante Salvini adesso sembra che voglia riappacificarsi con il mercato, non sappiamo cosa ne pensano altri politici. Non mi stupirei se ci fosse un cambiamento di rotta nelle prossime settimane. Lei cosa ne pensa?
1y
ambro ambro
Grazie, tra l'altro ho appena visto la morning call in cui ha accennato quanto sopra, scusi oer averla fatta ripetere. Son d'accordo con lei, cmqe e' difficile prevedere. Son tentato ti tenere la posizione aperta in quanto secondo me il BTP e' salito troppo velocemente (considerando che ci son ancora incertezze), spero in un mini ritracciamento almeno. Siccome mi sembra strano che continui nel breve a salire cosi', probabilmente vendo una call scadenza 21/9 a 128 (piu' o meno) per incassare il premio, male che vada vendo a 128 tra una settimana...a quel punto mi sembra strano non ritracci. Altra cosa che mi sembra strana e' che a fronte a questo salto del BTP, Eur/Chf si sia mosso ma non di tantissimo in proporzione.
1y
ambro ambro
saluti, Ambrogio

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