a********t 发帖数: 4508 | 1 QE2用来买什么是关键。
看看NY FED参与整BAC,估计FED再大量买入MBS的可能性不大了,因为你都不知道买入
的MBS是否和描述的一样,或是否合法。
于是只剩买treasury了。效果大打折扣。 | N********n 发帖数: 8363 | 2
All you need is to look at where Bill Gross, world biggest bond trader,
is front-running on Fed. As long as they make BG happy, the'd never have
a failed bond auction. Since it's an open insider-trading fraud and SEC
doesn't give a damn, we might as well just ride along with Bill Gross.
http://www.zerohedge.com/article/bill-gross-telegraphs-qe2-green-light-buys-mbs-margin
【在 a********t 的大作中提到】 : QE2用来买什么是关键。 : 看看NY FED参与整BAC,估计FED再大量买入MBS的可能性不大了,因为你都不知道买入 : 的MBS是否和描述的一样,或是否合法。 : 于是只剩买treasury了。效果大打折扣。
| a********t 发帖数: 4508 | 3 和我们中国老总在伦敦铜交易市场出现一样。大家放心买吧。
【在 N********n 的大作中提到】 : : All you need is to look at where Bill Gross, world biggest bond trader, : is front-running on Fed. As long as they make BG happy, the'd never have : a failed bond auction. Since it's an open insider-trading fraud and SEC : doesn't give a damn, we might as well just ride along with Bill Gross. : http://www.zerohedge.com/article/bill-gross-telegraphs-qe2-green-light-buys-mbs-margin
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