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欧洲崩了

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发表于 2009-6-3 04:07 AM | 显示全部楼层 |阅读模式


Corporate Bonds in Euros Rise to Highest Since Wake of Lehman

而且今天10am好像大本要讲话
就爱大本讲话

成败就在今天
发表于 2009-6-3 04:37 AM | 显示全部楼层
不懂
回复 鲜花 鸡蛋

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发表于 2009-6-3 04:48 AM | 显示全部楼层
I am not sure you can attribute the sell-off in European markets to the bond market rallies. According to the article, Euro zone corporate bond now has recovered to the pre-Lehman collapse level - i.e., investors are seeing less risk as yield drops (yield and bond prices has an inverse relationship). Now normally, bond yields and share prices move in the same direction (i.e., the higher the bond yield, the lower the bond price, and the higher share price as people move assets allocation from bond to share). However, more recently, over the last 2 weeks, the relationship has changed from higher yield resulting in lower share prices. This is because surging yield is expected to damage consumer financed spending. Hence I very much doubt Euro Zone sell-off is due to the bond price rally. The sell-off is more likely due to the Euro Zone consumer spending faltering.
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 楼主| 发表于 2009-6-3 04:58 AM | 显示全部楼层
厉害, 班长也多次阐述这个理论了
只要是残红残红的俺就高兴
等着future跌破range
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发表于 2009-6-3 05:23 AM | 显示全部楼层
I wouldn't be so optimistic just yet. I expect there will be a lot of people trying to buy dip at the breakout point (930).
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发表于 2009-6-3 05:24 AM | 显示全部楼层
Unless the market drops substantially and closes conclusively back into the 880 - 930 range, then I'd say bear is back with a chance. Otherwise, I'd be very wary of shorting this market.
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发表于 2009-6-3 08:24 AM | 显示全部楼层
厉害, 班长也多次阐述这个理论了
只要是残红残红的俺就高兴
等着future跌破range
javamood 发表于 2009-6-3 05:58

看看今天吧。呵呵
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发表于 2009-6-3 08:29 AM | 显示全部楼层
不懂
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发表于 2009-6-3 08:38 AM | 显示全部楼层
3# csw2002


那国债yield还会一直涨么?其他国家踊跃购买,会不会就跌了
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发表于 2009-6-3 08:41 AM | 显示全部楼层
can't wait.
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发表于 2009-6-3 09:11 AM | 显示全部楼层
今天股市都是红色的
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