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s********i
发帖数: 17328 | 2 如果一两年内石油一直这样，一两年内股市基本上没得玩儿了，如果影响到实体经济，
就彻底没得玩儿了。现在就看所谓的美元回流了。
JPM的报告：
The lower the oil price the higher the potential depletion of SWF assets as
oil producing countries struggle to prevent their spending from declining
too much. And the equities owned by oil producing countries SWFs encompass
all regions and all sectors.
To assess SWF flows and their potential impact on equity market flows, we
update our analysis on FX reserves and Sovereign Wealth Fund (SWF) assets
for 2016 in light of the rec... 阅读全帖 |
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w****k
发帖数: 10542 | 3 已经提高到5.75b了
GS，c,jpm把认购数从1.5b提高到了2b。
便宜要多占。
The Treasury on Friday revealed plans to sell US$4.5bn worth of its AIG
common stock, comprising US$3bn worth of stock that will be repurchased by
the company and US$1.5bn stock that will be sold to investors.
However, sources indicated the US$1.5bn component of the share sale had
already been upsized to US$2bn. Including a planned "greenshoe" or
overallotment option (15% of the total US$5bn), the total amount raised by
Treasury could stretch to US$5.7... 阅读全帖 |
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i**p
发帖数: 940 | 4 来自主题: SanFrancisco版 - 低回报时代 http://www.ft.com/intl/cms/s/0/d5733486-c42d-11e0-ad9a-00144fea
简而言之，大公司和asset manager手上有太多钱（4 trillion USD），他们只有不断
的买美国短期国债。这样把利率搞的很低。如果再考虑一些主权基金（更是没有好办法
投资），那就更容易理解了。
从这个意义上讲，股票是很便宜的。spy的yield都有每年1.8％。
Cash-rich investors choose crazy Treasury returns
By Gillian Tett
Why does money keep flooding into the short-term Treasuries market, or T-
bills? It is a fascinating question, given last week’s US rating downgrade
– and the fact that yields on three-month bills are now a mere 0.01 per
cent. The... 阅读全帖 |
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s***n
发帖数: 10693 | 5 早上刚想着晚上回家换美元。
午休时一开bbc，英格兰银行印了75Bn的纸币，冲去查英镑汇率，果然暴跌。 |
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N***i
发帖数: 2063 | 6 http://www.guardian.co.uk/business/2010/jul/25/seven-us-banks-collapse
More than 100 banks in the US have now collapsed so far this year after
another seven were taken over by regulators late on Friday – the same day
that seven European banks failed a financial health check.
With rising bad debts tied to commercial and residential mortgages, the
number of US bank failures this year is expected to exceed last year's
figure of 140. The largest of the seven US banks just seized by the Federal
Depos... 阅读全帖 |
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