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美联储可能在2024年三次降息:朱利叶斯·贝尔
瑞士宝盛亚洲研究主管马克·马修斯解释了为什么他认为美联储今年将三次降息。他在 “彭博黎明:亚洲” 上发表讲话。
彭博社04/29 04:41 (美东)
从降息到加息全方位防范!美债交易员未雨绸缪全面应对利率风险
在本周美联储利率决议公布前,美国国债期权交易员正在防范各种风险,从今年的多次降息,到甚至重启加息。
智通财经04/28 21:25 (美东)
贾里德·伯恩斯坦谈通货膨胀,美联储
经济顾问委员会主席贾里德·伯恩斯坦(Jared Bernstein)分解了最近显示增长疲软和通货膨胀升温的数据,以及是否应该对消费者情绪感到担忧。他表示,经济仍然非常强劲,并分享了他对美联储不再加息后通货膨胀率下降的看法。贾里德·伯恩斯坦就彭博社的 “力量平衡” 与凯利·莱因兹和乔·马蒂厄进行了交谈。
彭博社04/28 04:19 (美东)
索斯尼克说,我们闻到了一股滞胀的味道
盈透证券首席策略师史蒂夫·索斯尼克表示,股票和债券之间的推拉有点令人不安。他说,债券市场开始受到一些压力。他在 “彭博市场:收盘价” 上。
彭博社04/28 04:16 (美东)
美股收盘 | PCE暂缓通胀担忧,谷歌绩后飙涨逾10%,英伟达涨超6%
标普指数本周累涨2.67%,纳指累涨4.23%,均创去年11月来最大周涨幅;中概指数周涨近9%,创去年7月来最大涨幅。
华尔街见闻04/26 21:45 (美东)
债券经历了疯狂的旅程。过山车快要停了
作者简介:哈雷·巴斯曼是简化资产管理的管理合伙人。他是MOVE指数的创建者,该指数是衡量利率波动性的标准指标。
Barron's04/26 03:23 (美东)
safri_moomoor : Yes .. Thanks moomoo give me ...
Moomoo Learn楼主 safri_moomoor: Your support is our long-term motivation.
williamlow85 : Take profit 1st
Ixy The Cat : My prediction: Fed not able to contain rising inflation. Job numbers will be fudged in spite of the slew of layoffs. Rate hikes coming.
Gilley : nope markets about to go back to highs on a onslaught of bad news and inflation rising again its almost criminal to see gains like this cause one corrupt fed opened his mouth talking out his ass
72734102 : Bond rates can’t compete with doubling your investment such as Tesla stock! That could go to $800 in one or two years. Thanks! But no thanks
toomanyscammers : sorry, could you kindly explain if bond yields are doing well, why did the treasuries drop causing svb to lose its capital?
Cow Moo-ney楼主 toomanyscammers:
SVB collapse is because their customer base are those tech start ups. It all started from Fed raising the interest rates, making tech start up business cost to go up. As a result, they need to withdraw money from SVB. And SVB had to look for money to meet these withdrawals as they don’t have enough cash on hand.
So what they did was to sell their treasury bonds on hand at a loss. Why loss? Because their portfolio of yield is only 1%+, but the current yield is like close to 4%. As a result, they have to realise a loss. Bu then, even by selling these bonds, they stil don’t have enough cash. So what they did next is to announce that they need to start selling their stocks to fund the withdrawals. This news then spook investors and firms who had money with SVB.
So everyone either start selling stocks or start withdrawing their money from the bank. The former caused the stock to crash, while the latter caused a bank run
toomanyscammers : is it cos they bought those bonds before the yields got up and so locked in yields at a lower rate but when they sold it ,their prices already dropped since price and yield move inversely?