d****7
发帖数: 2241 | 1 【 以下文字转载自 Stockcafeteria 俱乐部 】
发信人: dzry67 (碧水), 信区: Stockcafeteria
标 题: financial sector is so weak
发信站: BBS 未名空间站 (Wed Sep 22 16:43:00 2010, 美东)
今天大盘收盘还是挺强的。
However，the financial sector has been very weak for a considerably long
time. When the financial sector starts flying, the bull market is then
firmly established.
The financial sector seems waiting for the last straw to fall. The only
question is when? |
u********e
发帖数: 4950 | 2 等什么时候Fed开始加息了， financial 就会飞起来了
现在的0利率对银行业并不好
【在 d****7 的大作中提到】
: 【 以下文字转载自 Stockcafeteria 俱乐部 】
: 发信人: dzry67 (碧水), 信区: Stockcafeteria
: 标 题: financial sector is so weak
: 发信站: BBS 未名空间站 (Wed Sep 22 16:43:00 2010, 美东)
: 今天大盘收盘还是挺强的。
: However，the financial sector has been very weak for a considerably long
: time. When the financial sector starts flying, the bull market is then
: firmly established.
: The financial sector seems waiting for the last straw to fall. The only
: question is when?
|
b******y
发帖数: 239 | 3 0利率有啥不好的？
问题是钱多的贷不出去。贷出去的又准备破产。
【在 u********e 的大作中提到】
: 等什么时候Fed开始加息了， financial 就会飞起来了
: 现在的0利率对银行业并不好
|
y***f
发帖数: 508 | 4 you must be kidding.
【在 u********e 的大作中提到】
: 等什么时候Fed开始加息了， financial 就会飞起来了
: 现在的0利率对银行业并不好
|
u********e
发帖数: 4950 | 5 The implication of the 0 rate is that the yield curve to be very flat.
For banks, they need a steep yield curve to make money when their
proprietary trading activities are prohibited now.
Or in other words, the bank won't make money if the money is at their own
hand.
【在 y***f 的大作中提到】
: you must be kidding.
|
L****n
发帖数: 12932 | 6
very insightful. but is the trading regulation in effect now? I though it
won't still start till next year.
【在 u********e 的大作中提到】
: The implication of the 0 rate is that the yield curve to be very flat.
: For banks, they need a steep yield curve to make money when their
: proprietary trading activities are prohibited now.
: Or in other words, the bank won't make money if the money is at their own
: hand.
|
u********e
发帖数: 4950 | 7 JPMorgan 已经从9月1日开始关闭proprietary trading部门，相信别的银行也正在进
行之中。
http://www.bloomberg.com/news/2010-08-31/jpmorgan-is-said-to-shut-proprietary-trading-to-comply-with-volcker-rule.html
【在 L****n 的大作中提到】
:
: very insightful. but is the trading regulation in effect now? I though it
: won't still start till next year.
|
L****n
发帖数: 12932 | 8
very sharp. your daily market update is a good reading. thanks for posting.
【在 u********e 的大作中提到】
: JPMorgan 已经从9月1日开始关闭proprietary trading部门，相信别的银行也正在进
: 行之中。
: http://www.bloomberg.com/news/2010-08-31/jpmorgan-is-said-to-shut-proprietary-trading-to-comply-with-volcker-rule.html
|
u********e
发帖数: 4950 | 9 Thanks for the comments
Will try my best to share my thoughts to the board and all friends here. :)
Good luck trading!
【在 L****n 的大作中提到】
:
: very sharp. your daily market update is a good reading. thanks for posting.
|
