S*L
发帖数: 1746 | 1 会有什么中长期（》6个月）的影响？
113B贷款够爱尔兰人一个人2万刀了。
相当于爱尔兰一年50％的GDP。 | S**C
发帖数: 2964 | 2 They won't be able to repay it, they will default on, or put it nicely,
restructure their debt. But it will not solve the problem, it is not a
liquidity problem but a solvency problem.
Ireland is not much of a real problem, the Battle of Stalingrad this time
will be in Spain, and currently Paulus army is advancing, the spread between
the Spain and German 10-year bond are widening.
http://www.bloomberg.com/apps/quote?ticker=GSPG10YR:IND
http://www.bloomberg.com/apps/quote?ticker=GDBR10:IND
I try to avoid Europe equities as much as I can except some risk-averse
global funds.... too bad my 401k only has ACWI ex-US index for foreign
exposure which put me in a very difficult position.
【在 S*L 的大作中提到】
: 会有什么中长期（》6个月）的影响？
: 113B贷款够爱尔兰人一个人2万刀了。
: 相当于爱尔兰一年50％的GDP。
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