x***n
发帖数: 2658 | 1 说是要通过的，反复强调了这一点。
可是欧元对美元涨了，糊涂中。。。 |
x***n
发帖数: 2658 | 2 我长期看跌，短期一个月内看涨，
- q3业绩应该不错
- 欧洲近来有动作 |
d*********2
发帖数: 48111 | 3 no ECB QE, no rate cut. only unlimited loan. u could take it as european
tarp.
only BOE QE.
so, could confirm it's a rally not turnaround.
and ECB won't cut its rate until Dec.
【在 x***n 的大作中提到】
: 说是要通过的，反复强调了这一点。
: 可是欧元对美元涨了，糊涂中。。。
|
x***n
发帖数: 2658 | 4 thanks dbr...
what's your side on the short term?
- possitive nfp today, sell on news or heading higher?
- EU crisis relief, problem persises. priced in or north heading?
what wil be the turnaround affairs? |
v******a
发帖数: 159 | 5 Could we know what is the turnaround event in March 2009? Thanks!
【在 d*********2 的大作中提到】
: no ECB QE, no rate cut. only unlimited loan. u could take it as european
: tarp.
: only BOE QE.
: so, could confirm it's a rally not turnaround.
: and ECB won't cut its rate until Dec.
|
d*********2
发帖数: 48111 | 6 迹象不太妙啊。
默克尔和萨克奇今天meeting.
A key issue in the talks is likely to be the need for a coordinated plan to
bolster Europe's shaky banking sector to withstand a possible government
bond default by Greece.
包括上周4 ECB推出的类似紧急案的unlimited.
看上去， 欧洲可能要放手让希腊default了。 如果德国都放弃希望了。
恐怕这个十月真要见红了。
【在 v******a 的大作中提到】
: Could we know what is the turnaround event in March 2009? Thanks!
|
t*******e
发帖数: 339 | 7 “Merkel and Sarkozy will seek to reassure markets by setting up a timeframe
for banks to reach equity goals in coming weeks, Le Journal du Dimanche
reported today, without citing anyone. BNP Paribas SA and Societe Generale
SA may seek to raise 7 billion euros ($9.4 billion) and up to 4 billion
euros respectively as part of a Europe-wide plan to shore up the region’s
banking system, the newspaper said.”
--- Greece default 已经 priced in? 下一步就看这个haircut具体是多少？银行
recapitalization的具体目标？ |
I*G
发帖数: 480 | 8 总觉得其他几个国家得降级有很强得影响力，而且背后相关的真正问题会慢慢揭露出来，
greece default似乎难以避免了， 可怕得是其他几个降级得国家。
只凭借德法是无法拯救了。
timeframe
【在 t*******e 的大作中提到】
: “Merkel and Sarkozy will seek to reassure markets by setting up a timeframe
: for banks to reach equity goals in coming weeks, Le Journal du Dimanche
: reported today, without citing anyone. BNP Paribas SA and Societe Generale
: SA may seek to raise 7 billion euros ($9.4 billion) and up to 4 billion
: euros respectively as part of a Europe-wide plan to shore up the region’s
: banking system, the newspaper said.”
: --- Greece default 已经 priced in? 下一步就看这个haircut具体是多少？银行
: recapitalization的具体目标？
|
