die US-Dollarentwicklung beeinflusst die Kursentwicklung von Silberminen
hier mal was zu US-Dollarentwicklung
Chart im Orginaltext vorhanden
http://www.marketwatch.com/sto…ar-is-dropping-2016-08-16
According to Chandler, $54.56 billion in U.S. Treasurys mature in August. The Treasury is also on the hook for $37.45 billion in coupon payments. All together, that’s $92 billion in capital. New issuance of $62 billion will offset a big chunk of this—but that still leaves $30 billion to be invested. Chandler believes that a chunk of this is being repatriated or invested in higher yielding bond markets. And Japanese investors, being the second largest foreign holders of Treasurys after China, are likely to be key players, Chandler said.
Chandler isn’t the only one to hit on this theme. In a note released Tuesday, Capital Economics pointed out that the rising cost of hedging dollar-denominated debt has almost entirely eroded the yield advantage of U.S. Treasurys over Japanese government debt.
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[Blockierte Grafik: http://ei.marketwatch.com//Multimedia/2016/08/16/Photos/NS/MW-EU009_Capita_20160816122801_NS.jpg]
---This problem isn’t limited to Japan.
“It is a similar story for euro-based investors looking to invest in Treasurys. The hedged yield available to them has also plummeted from more than 2.5% to around zero over the same period, not much more than the current yield of a 10-year German bund TMBMKDE-10Y, +0.00% ,” wrote John Higgins, chief markets economist at Capital Economics.
Falling foreign demand for Treasurys would also weigh on the dollar because if European and Japanese investors are buying fewer bonds, then they’re also buying fewer of the dollars needed to pay for those bonds.
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