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d******8
发帖数: 1972 | 2 Reuters) - France and Germany, Europe's two central powers, clashed on
Wednesday over whether the European Central Bank should intervene more
forcefully to halt the euro zone's accelerating debt crisis after modest
bond purchases failed to stop the rout.
Facing rising borrowing costs as its 'AAA' credit rating comes under threat,
France appeared to plead for stronger ECB action, adding to mounting global
pressure spelled out by U.S. President Barack Obama.
Bond market contagion is spreading acro... 阅读全帖 |
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z*****x
发帖数: 2370 | 3 key new is from ecb. Draghi said he was misinterpreted...wait for the
politician show tomorrow... |
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j*****l
发帖数: 440 | 4 哈哈，这法国总统萨科齐咋看着都要和那英国首相卡梅伦打起来了，lol
BRUSSELS (AP) -- Leaders of 23 European countries desperate to save the
continent's shared currency agreed in all-night talks Friday to surrender
some sovereignty in a new treaty — but failed to get all 27 European Union
members to join in.
The split between those in the new treaty and those outside rattles the
foundations of a union created to foster peace and prosperity across a
bloodied Europe after World War II. The EU has struggled to unite to stem a
2-year... 阅读全帖 |
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z*****x
发帖数: 2370 | 5 ecb不是善类，美欧关系也不是决定市场的关键，觉得你这两点没看清楚。draghi口口
声声说法律规定不能为政府买单，不做政府的走狗。我看是德国暗中支持他们这么强硬
。 周四的大跌难道忘了么？
sp/mdys降级也只是表述市场的总体看法而已。你从哪里看到美国不希望欧洲改善了，
你实说美国政府，华尔街投行，基金买方，hedge fund，还是人民群众？我怎么看除了
short的hedge fund之外，大家都希望欧洲稳定呢？ |
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s******t
发帖数: 12883 | 6 没有什么实际的， 只是暗示将继续减利息， 这个还是好的。
另外， 就是5000亿欧元。 不过没有分配好谁出多少， 而且这个各国
给钱， 跟控制赤字是矛盾的。
2011
a
Draghi
its
European |
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j*****l
发帖数: 440 | 7 哈哈，其实欧盟5000亿的bailout方案说得明明白白，我前面贴过了，帖子还在，你去
看看应当能找到。
当然，印钱的事是我我说的，人确实没有说要印钱。 可是，这人没有说，但我倒是愿
意帮他们这么说。因为除此之外，他们就是把地球掀翻也没有能耐变出5000亿元了。
裡的.我沒
2011
a
Draghi
its
European |
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c***1
发帖数: 3281 | 8 bailout的事情我知道。而且bailout只是延續了ESFS的版本，這次峰會的ESM加上ESFS
的fund 總額的上限在brussel的會議是500 billion euro,也就是說比過去一個月大家
知道的440 million euro,只多了60 billion的euro。 hardly any news.
另外歐盟說出錢，並不代表ECB出錢。所以討論的問題是這些bailout誰埋單。這問題沒
達成協議，所有的數字都只是紙上的，無法實行。
峰會沒有說明是ecb出錢，事實上德國到目前為止沒同意ecb印錢bailout。
而美國各國和private investors在ecb fully commit之前不會commit。那就是說500
billion euro要的添加leverage ratio很難達到。
如果沒有leverage, 500 billion euro，如果意大利出事，根本不頂事。
現在重要的問題是德國在什麼情況下才會fully committed? 是不是要等到像2008年那
樣金融市場頻臨崩潰才答應，還是各個peripheral答應並實行德國要的條件，實現第... 阅读全帖 |
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c*****r
发帖数: 8227 | 9 EU Official: Greek Exit Plans Discussed
BRUSSELS—The European Commission and the European Central Bank are drawing
up plans should Greece abandon the euro, Trade Commissioner Karel De Gucht
said in an interview published Friday, the first time a senior European
Union official has acknowledged such preparations.
The ECB and the commission are "working on emergency scenarios in case
Greece doesn't make it," Mr. De Gucht said in an interview with the Flemish
newspaper De Standaard. Phone calls to M... 阅读全帖 |
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v**********m
发帖数: 5516 | 10 China Cuts Interest Rates for First Time Since 2008
By Bloomberg News - Jun 7, 2012 9:20 AM ET
Timothy Bitsberger on China, Global Central Banks
China cut borrowing costs for the first time since 2008 and loosened
controls on banks’ lending and deposit rates, stepping up efforts to combat
a deepening slowdown as Europe’s debt crisis threatens global growth.
Enlarge image China Cuts Interest Rates to Boost Growth as Inflation Eases
Members of China's military police force stand guard outside the ... 阅读全帖 |
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c*****r
发帖数: 8227 | 12 其实，Ben象Draghi这样打一下嘴炮，也够熊熊喝一壶的。
这就是为什么我在FOMC之前会很小心的原因。
当然，如果明天再大张旗鼓地涨，我不会不动手的。 |
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c*****r
发帖数: 8227 | 14 尚属“据说”状态，拭目以待。。。
German Finance Minister Rejects Talk of Spain Aid Request
http://abcnews.go.com/International/wireStory/german-minister-r
Germany's finance minister is rejecting talk of a possible application from
Spain for the eurozone's bailout fund to buy the struggling country's bonds,
a newspaper reported Saturday.
This week, European Central Bank head Mario Draghi promised to do "whatever
it takes" to preserve the euro. The German and French leaders then said that
they were "determined to... 阅读全帖 |
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c*****r
发帖数: 8227 | 15 When it comes to the notion of the European Central Bank buying government
bonds, no means no.
Bundesbank rains on Draghi’s ambitions
ECB seen unlikely to resume bond buys in face of opposition |
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E******w
发帖数: 2616 | 16 我严重怀疑Draghi是在搞inside trading。 |
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s********t
发帖数: 4150 | 17 I don't think Mario Draghi can deliver. |
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k********f
发帖数: 6033 | 18 尼玛，只好靠 2:30 Draghi出来放口炮了：
At today’s meeting the Governing Council of the ECB decided that the
interest rate on the main refinancing operations and the interest rates on
the marginal lending facility and the deposit facility will remain unchanged
at 0.75%, 1.50% and 0.00% respectively.
The President of the ECB will comment on the considerations underlying
these decisions at a press conference starting at 2.30 p.m. CET today. |
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E******w
发帖数: 2616 | 20 本青蛙已经进了一些黄金了。剩下两个黄金白银的钓鱼单，以防Draghi说些不靠谱的话
。这个super mario真是让人又爱又恨。 |
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E******w
发帖数: 2616 | 21 我觉得如果没有Draghi的发言等着的话，黄金现在应该是强力赌涨的时候。不过因为那
个super mario，我改成了轻仓赌涨。 |
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c*****r
发帖数: 8227 | 23 有些时候，lip service比真枪实弹要管用。
看来Draghi 和 Bernanke都学乖了，已经深谙此道。
这两个月，被ECB和FED的空包弹搞残了。 |
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a***s
发帖数: 5417 | 25 股市就是 Bernenke和 Draghi 合伙开的。
还有人不愿意接受这个事实吗？
他们两位只要lip service, 就能让股市涨到天上去。
千万别不信邪。MM都选择了跟他们站一边。
你不long不要紧，别做空当炮灰。 |
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a********t
发帖数: 4508 | 26 Bernanke八月份才制定的政策，九月份还要开会，现在八九月间能有什么好说的。
更好笑的是Draghi来都不来了。 |
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k**********i
发帖数: 8706 | 27 给大家转篇文，就事论事，大家看看出场人物有哪些
The Coming Resolution in . . . Everything
from The Big Picture by James Bianco
The quiet summer is about to give way to a three week period that will
settle a lot of things. Consider:
• Right now the odds of Obama winning the election are 56% on
Intrade. According to Gallup, his approval rating is still below 50%. So
Obama does not have a comfortable lead. This week is the Republican
convention began. A week later is the Democratic convention. If history is a
gu... 阅读全帖 |
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k**********i
发帖数: 8706 | 28 When you have eliminated the impossible, whatever remains, however improbabl
e, must be the truth. -- Sherlock Holmes
大家都知道9月劳动节回来以后的两周，金融市场会很动荡。动因主要有2个：
（1）9月5日/12日ECB meeting/GCC ruling
（2) 9月12～13日FOMC statement
先谈谈我对第一个事件的预测。ECB在GCC裁决前不具备实施买进欧洲国家短期债券的信
心和能力（我们也看见在过去2周时间里，ECB主席Draghi仍然一如既往的在口头鼓吹要
买进欧洲国家短期债券，以维持市场信心）。GCC裁决在12日，因此5日的ECB meeting不
会产生实质性的结果，市场会表示失望，因此9月5日～12日欧洲股票和美国股票看跌，
黄金看涨。
12日GCC的结果很可能是维持ESM的法理有效性，但会对其行为添加诸多限制。因此对市
场的影响是短期负面，中期正面。结合市场前期对ECB有极高预期的落空，因此12日及其
后一周，欧洲股票和美国股票看跌，欧元... 阅读全帖 |
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k**********i
发帖数: 8706 | 29 (Reuters) - The European Central Bank agreed a new bond-buying program on
Thursday to lower struggling euro zone countries' borrowing costs which
would serve as a "fully effective backstop", ECB President Mario Draghi said
on Thursday.
有信息量么？有信息量么？？有信息量么？？？？ |
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w*a
发帖数: 52 | 30 也不是完全没有意外之处， 有不少人担心Draghi不能deliver， 因为媒体说现在ECB进
入了uncharted area。我有少量空，只好准备明天cover了 |
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m*******a
发帖数: 4507 | 31 幾個月前Draghi就口水護盤了一次. 這次大概經濟數據差得連德國都不反抗所以大家預
料ECB應該會有所行動. |
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d******8
发帖数: 1972 | 32 NEW YORK (AP) — A quiet day on Wall Street turned into the worst sell-off
in three months after a Federal Reserve official said he doubted the bank's
effort to boost economic growth would work.
Charles Plosser, president of the Fed's Philadelphia branch, told an
audience Tuesday that the Fed's effort to support the economy would likely
fall short of its goals.
The speech probably startled some investors who had faith in the Fed's
latest plan, said Jack Ablin, chief investment officer Harris Priv... 阅读全帖 |
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l*****7
发帖数: 2844 | 37 这个我看懂了
主要是这次选举完全是维持现状,之前两边喊的太凶,完全不会软下来,所以明显觉得
fiscal cliff不能解决
还有德国的数据,draghi的comments 无疑雪上加霜
不过,今天感觉两边的tone 软了一些
也许利好,会有小反弹,但是还会大盘震荡往下走,最近两三个星期吧
昨天清空了C 和 JPM
留下了 AIG, PSEC, |
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M*****t
发帖数: 1842 | 38 on july 2012, ECB's Draghi announced whatever means to preserve Euro,hence
that we have a huge rally.
Now, emerging market has tanked to the level of July 2012, I am pessimistic
about EFA's performance, will Japan and Europe be dragged down?
why? ECB may not make any movement before EFA touch that 2012 nadir.
[发表自未名空间手机版 - m.mitbbs.com] |
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h*****e
发帖数: 3624 | 40 要不明天我和你赌，250威逼，我赌dow 跌
她口 |
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d**********4
发帖数: 720 | 44 你才有53.38个可用的伪币就赌250，这不是空手套白狼吗？ |
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d**********4
发帖数: 720 | 46 上周刚把鸟都输了，看你明天还能输什么。
搬个板凳看热闹了。 |
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k********f
发帖数: 6033 | 47 前几天嚷嚷要暴跌，天天赚翻了。Draghi给他妈打了口炮，明天又赚翻了。每天都爆赚
，股版第一牛！ |
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c*******y
发帖数: 1630 | 49 because mkt is/was disappointed with Draghi's reactions on potential
deflation
twice in a row.
he thinks it's in controls. while inflation is anchored at 0.7-0.8%
sooner or later, it will be worsen with euro strength.
also, ECB should use QE, not reduce rate which is almost zero already.
This wait and see tongue might confirm the stupidity of ECB in near future.
Some from ECB started to talk down euro this morning again. |
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L*******n
发帖数: 3169 | 50 i see. 就是说Draghi上台来靠忽悠扭转的局势快忽悠不下去了咯？
那岂不是又是一轮欧元危机？
qe对ecb 来说还是有点难以实现吧。。。 |
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