Friday, 3 January 2014

Euribor Spreads Tank after Run up

Yesterday was quite lively in the Euribor Space, unlike today mind you which is dead as anything. Off the open we had a spike down, and I happened to get caught quite bad as I had bids below, ended up hedging my longs in Sep15, Dec15,Mar16 and Jun16 going short a bunch of Dec14s and Mar15s, which at the time gave me the chance to get out for a respectable loss rather then taking the 2 to 3 tick loss I would have had I not spreaded it up.
However we had the mother of all pullbacks in the Spreads, as you see below (Mar15-Mar16), and astonishingly manged to get out for a profit, and had I held would have been up over 2k, but hind site is a wonderful thing.





The run up in my opinion seemed to be well over done, especially in Euribors as Europe seem to be far away in terms of economic numbers then the UK and US, and so the rise in the Yields of the UK and US was much more understandable, and the Euribor Yield rise was more in sympathy then anything else. So my bias was to short it no matter what, but luckily despite a very bad entry, in the region of 48-49s, I still managed to bank a little.

Today is just a write off as there is no volume, and the real action hopefully begins next week, with Non Farm, ECB and UK rate decisions along with a raft of other data.







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