Bill Gross: Yeah, We’re Shorting Uncle Sam’s Debt

Whigs

这，可以看作是欧元区（特别是德国）对美元的终极挑战。
鹿死谁手，未为可知。但，这绝对是一出精彩大戏！

咱，靠边看热闹吧。。。
   
Bill Gross, founder and co-chief investment officer of Pacific Investment Management Co., has turned more bearish on the U.S. government-related bonds including Treasurys, reflecting his growing worries over the country’s fiscal deficit and debt burden.

    After February’s dumping all such holdings in Pimco’s $235.98 billion Total Return Fund, the world’s biggest bond fund, Mr. Gross in March placed bets wagering on further price declines in these type of securities, known as shorts in financial markets. That pushed holdings of U.S. government-related debt weighted by market value down to negative 3% by the end of March compared to zero in February and 12% in January, according to data available on the company’s website on Sunday.

    Mr. Gross’s investment strategy is widely followed by global investors not only because of his fund’s size, but his impressive record of returns. The fund has outperformed the benchmark index—the Barclays Capital US Aggregate Bond Index—over the past decade.

    The exit of one of the world’s smartest investors out of the U.S. government-bond market is likely to add to market anxiety as concern rises that Treasury bonds’ yields could rise significantly once the Fed, so far the biggest buyer of the market, steps aside in coming months.