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Stock版 - Fed QE vs Global QE
相关主题
Why LIBOR and Ted Spread remain high ?TED Spread大幅收窄
对今年的市场很乐观完了完了,金融危机要来了,大家快点逃命吧
The currency swap line starts working最近事情的发生顺序
Fed central bank currency swap usage increased last week当前股市及未来走向分析
问问低利率借到美元跟欧洲国债之间有什么关联?知道9月PIIGS有多少债到期吗?
股市这个星期涨的原因这出大戏, 一切的目的, 就是逼ECB QE
重仓买了好多白银,怎么办??No new euro zone money for debt crisis at G20
送给有心人: U.S. sells 30-year bonds at record-low yield今天经济数据不好,也没人敢买TZA,
相关话题的讨论汇总
话题: bank话题: qe话题: liquidity话题: swap
进入Stock版参与讨论
1 (共1页)
d*********2
发帖数: 48111
1
fed QE, lower bonds rate, save us banks, squeeze bonds money to stocks
global QE, european banks are main loaners to us companies,
Fed $$$ -> ECB -> euro banks -> us companies.
所以现在大家都好理解了吧。
看看去年10月份以后的行情就知道未来了。
现在主要的疑问就是欧洲的危机到底深到了什么程度,global QE救得了吗?
w****k
发帖数: 10542
2
大哥人不错,有时间,多陪陪老婆孩子,不要在这个论坛浪费时间了。

【在 d*********2 的大作中提到】
: fed QE, lower bonds rate, save us banks, squeeze bonds money to stocks
: global QE, european banks are main loaners to us companies,
: Fed $$$ -> ECB -> euro banks -> us companies.
: 所以现在大家都好理解了吧。
: 看看去年10月份以后的行情就知道未来了。
: 现在主要的疑问就是欧洲的危机到底深到了什么程度,global QE救得了吗?

S*******s
发帖数: 10098
3
我喜欢看东北人的帖子

【在 w****k 的大作中提到】
: 大哥人不错,有时间,多陪陪老婆孩子,不要在这个论坛浪费时间了。
w****k
发帖数: 10542
4
当小说看吗?

【在 S*******s 的大作中提到】
: 我喜欢看东北人的帖子
S*******s
发帖数: 10098
5
有内容的帖子,不管自己认同还是反对,都是brain storm food

【在 w****k 的大作中提到】
: 当小说看吗?
w*********7
发帖数: 2883
6
re re re
真是奇怪, 不知道为什么有些人自己没本事就喜欢数落别人

【在 S*******s 的大作中提到】
: 我喜欢看东北人的帖子
k********8
发帖数: 7948
7
老实说,我很喜欢看你的帖子,很有营养
可是说实话,都是浪费时间,因为明天会怎么样谁也不知道
还是老老实实得跟着图形走吧

【在 d*********2 的大作中提到】
: fed QE, lower bonds rate, save us banks, squeeze bonds money to stocks
: global QE, european banks are main loaners to us companies,
: Fed $$$ -> ECB -> euro banks -> us companies.
: 所以现在大家都好理解了吧。
: 看看去年10月份以后的行情就知道未来了。
: 现在主要的疑问就是欧洲的危机到底深到了什么程度,global QE救得了吗?

w****k
发帖数: 10542
8
研究股市心理学的意义就在于此。
再胡说八道的分析帖子写出来都有股民看,所以通过股评来影响小散行为,是行之有效
的方法。

【在 S*******s 的大作中提到】
: 有内容的帖子,不管自己认同还是反对,都是brain storm food
d*********2
发帖数: 48111
9
我做长线的, 呵呵, :)
判断对我很重要。

【在 k********8 的大作中提到】
: 老实说,我很喜欢看你的帖子,很有营养
: 可是说实话,都是浪费时间,因为明天会怎么样谁也不知道
: 还是老老实实得跟着图形走吧

w****k
发帖数: 10542
10
长线做空?

【在 d*********2 的大作中提到】
: 我做长线的, 呵呵, :)
: 判断对我很重要。

相关主题
股市这个星期涨的原因TED Spread大幅收窄
重仓买了好多白银,怎么办??完了完了,金融危机要来了,大家快点逃命吧
送给有心人: U.S. sells 30-year bonds at record-low yield最近事情的发生顺序
进入Stock版参与讨论
Y******u
发帖数: 1090
11
I think it is the way for ECB to save the banks but not the PIIGS.
This action actually equals printing euro, exchanging them for dollar (
newly printed), and handing them to the European banks.
ECB could print euros itself and buy the PIIGS bonds, or lower interest, or
directly lend money to troubled banks (if allowed). But it's reluctant to do
it.

【在 d*********2 的大作中提到】
: fed QE, lower bonds rate, save us banks, squeeze bonds money to stocks
: global QE, european banks are main loaners to us companies,
: Fed $$$ -> ECB -> euro banks -> us companies.
: 所以现在大家都好理解了吧。
: 看看去年10月份以后的行情就知道未来了。
: 现在主要的疑问就是欧洲的危机到底深到了什么程度,global QE救得了吗?

k********8
发帖数: 7948
12
一样
长线就看更大框架的图,如月线季线
当然了,框架越大,稳定性越高,灵敏度越低

【在 d*********2 的大作中提到】
: 我做长线的, 呵呵, :)
: 判断对我很重要。

d*********2
发帖数: 48111
13
en, political meeting 推迟10天。
这个只是个QE, 而且只是美元的QE.
绕过了ECB (ECB只是个中转) 直接给欧洲银行提供美元, 这就是3个月前盖特纳的
offer.
我还不太清楚欧洲在此过程损失了什么(借贬值债?), 美国是达到其目的了。

or
do

【在 Y******u 的大作中提到】
: I think it is the way for ECB to save the banks but not the PIIGS.
: This action actually equals printing euro, exchanging them for dollar (
: newly printed), and handing them to the European banks.
: ECB could print euros itself and buy the PIIGS bonds, or lower interest, or
: directly lend money to troubled banks (if allowed). But it's reluctant to do
: it.

d*********2
发帖数: 48111
14
恩, 长线两个最重要因素, 一个是基本面, 这个可以从图形上看些端倪,
另一个就是monetary policy, 这个没办法, 只能多看新闻多分析了。

【在 k********8 的大作中提到】
: 一样
: 长线就看更大框架的图,如月线季线
: 当然了,框架越大,稳定性越高,灵敏度越低

Y******u
发帖数: 1090
15
ECB lost control of currency ? But such a swap will need ECB to take
initiative. So it still has some control.

【在 d*********2 的大作中提到】
: en, political meeting 推迟10天。
: 这个只是个QE, 而且只是美元的QE.
: 绕过了ECB (ECB只是个中转) 直接给欧洲银行提供美元, 这就是3个月前盖特纳的
: offer.
: 我还不太清楚欧洲在此过程损失了什么(借贬值债?), 美国是达到其目的了。
:
: or
: do

Y******u
发帖数: 1090
16
Actually this coordinated action may also been seen as a very bad sign.
-------------------
http://blogs.wsj.com/economics/2011/11/30/what-are-fed-swap-lin
The liquidity swap arrangements have a history of use when there are
tensions in funding markets. They were used following the terrorist attacks
of September 11, 2001and were revived in 2007 and used extensively during
the financial crisis, especially after the collapse of Lehman Brothers when
credit markets dried up. As market conditions improved, they were shut down
in February 2010, but revived in May 2010 as sovereign debt problems began
to emerge in Europe. (The Fed has a useful Q&A you can find here, and New
York Fed research noted the success of the lines during the financial crisis
)
d*********2
发帖数: 48111
17
对于美股来说, 只要保障流动性, 把希腊从地图上抹去都没人care

【在 Y******u 的大作中提到】
: ECB lost control of currency ? But such a swap will need ECB to take
: initiative. So it still has some control.

Y******u
发帖数: 1090
18
LIBOR remain their highs ...
We know the largest derivative market is interest rate. Stock and equity
markets are much smaller. Big money movement dominates the mid-term and long-
term market. They are more stable than bond market and far more than stable
than stock market.
I am not buying this band-aid.

【在 d*********2 的大作中提到】
: 对于美股来说, 只要保障流动性, 把希腊从地图上抹去都没人care
k********8
发帖数: 7948
19
u can only react to monetery policy, either add position or stop loss,
but u'll never know the effectiveness of those policies. after all, only ur
trading rules will help u capture as much profit and avoid as much traps(or
maybe so called "opportunities")

【在 d*********2 的大作中提到】
: 恩, 长线两个最重要因素, 一个是基本面, 这个可以从图形上看些端倪,
: 另一个就是monetary policy, 这个没办法, 只能多看新闻多分析了。

Y******u
发帖数: 1090
20
And these actions may be viewed as indicators of the opposite trend.
For example, reducing interest rate by the Fed may be viewed as a negative
outlook of the economy.
I agree with you that good TA is necessary.

ur
or

【在 k********8 的大作中提到】
: u can only react to monetery policy, either add position or stop loss,
: but u'll never know the effectiveness of those policies. after all, only ur
: trading rules will help u capture as much profit and avoid as much traps(or
: maybe so called "opportunities")

d*********2
发帖数: 48111
21
这个就是问题, 07, 09, 10年都有QE, 跟还是不跟, 跟哪个
我现在只敢defensivly的跟

ur
or

【在 k********8 的大作中提到】
: u can only react to monetery policy, either add position or stop loss,
: but u'll never know the effectiveness of those policies. after all, only ur
: trading rules will help u capture as much profit and avoid as much traps(or
: maybe so called "opportunities")

d******8
发帖数: 1972
22
For release at 8:00 a.m. EST
The Bank of Canada, the Bank of England, the Bank of Japan, the European
Central Bank, the Federal Reserve, and the Swiss National Bank are today
announcing coordinated actions to enhance their capacity to provide
liquidity support to the global financial system. The purpose of these
actions is to ease strains in financial markets and thereby mitigate the
effects of such strains on the supply of credit to households and businesses
and so help foster economic activity.
These central banks have agreed to lower the pricing on the existing
temporary U.S. dollar liquidity swap arrangements by 50 basis points so that
the new rate will be the U.S. dollar overnight index swap (OIS) rate plus
50 basis points. This pricing will be applied to all operations conducted
from December 5, 2011. The authorization of these swap arrangements has been
extended to February 1, 2013. In addition, the Bank of England, the Bank of
Japan, the European Central Bank, and the Swiss National Bank will continue
to offer three-month tenders until further notice.
As a contingency measure, these central banks have also agreed to establish
temporary bilateral liquidity swap arrangements so that liquidity can be
provided in each jurisdiction in any of their currencies should market
conditions so warrant. At present, there is no need to offer liquidity in
non-domestic currencies other than the U.S. dollar, but the central banks
judge it prudent to make the necessary arrangements so that liquidity
support operations could be put into place quickly should the need arise.
These swap lines are authorized through February 1, 2013.
Federal Reserve Actions
The Federal Open Market Committee has authorized an extension of the
existing temporary U.S. dollar liquidity swap arrangements with the Bank of
Canada, the Bank of England, the Bank of Japan, the European Central Bank,
and the Swiss National Bank through February 1, 2013. The rate on these swap
arrangements has been reduced from the U.S. dollar OIS rate plus 100 basis
points to the OIS rate plus 50 basis points. In addition, as a contingency
measure, the Federal Open Market Committee has agreed to establish similar
temporary swap arrangements with these five central banks to provide
liquidity in any of their currencies if necessary. Further details on the
revised arrangements will be available shortly.
U.S. financial institutions currently do not face difficulty obtaining
liquidity in short-term funding markets. However, were conditions to
deteriorate, the Federal Reserve has a range of tools available to provide
an effective liquidity backstop for such institutions and is prepared to use
these tools as needed to support financial stability and to promote the
extension of credit to U.S. households and businesses.
1 (共1页)
进入Stock版参与讨论
相关主题
今天经济数据不好,也没人敢买TZA,问问低利率借到美元跟欧洲国债之间有什么关联?
看空后市股市这个星期涨的原因
Fed to Get $200 Billion Boost zz重仓买了好多白银,怎么办??
Liquidity keeps tightening送给有心人: U.S. sells 30-year bonds at record-low yield
Why LIBOR and Ted Spread remain high ?TED Spread大幅收窄
对今年的市场很乐观完了完了,金融危机要来了,大家快点逃命吧
The currency swap line starts working最近事情的发生顺序
Fed central bank currency swap usage increased last week当前股市及未来走向分析
相关话题的讨论汇总
话题: bank话题: qe话题: liquidity话题: swap