V*n
2 楼
not necessarily for banks, a simple indicator for bank is 2-10 spread.
nowadays each bank has its own way to hedge so it's not that easy to tell
【在 b******i 的大作中提到】
: 横盘了两年，为啥到今天都不涨，难道要等着大家一起上车赚钱？
nowadays each bank has its own way to hedge so it's not that easy to tell
【在 b******i 的大作中提到】
: 横盘了两年，为啥到今天都不涨，难道要等着大家一起上车赚钱？
b*i
3 楼
看来古板FA大牛还没就这个基本FA问题达成共识
s*d
4 楼
现在市场怀疑加息步子会很小很慢 现在的银行价格可能高估了加息的力度。一切
等fed 给出加息路径。如果加息入境力度低于预期 银行piaji 不要惊讶。
★ 发自iPhone App: ChineseWeb 1.0.4
★ 发自iPhone App: ChineseWeb 1.0.4
【在 b******i 的大作中提到】
: 横盘了两年，为啥到今天都不涨，难道要等着大家一起上车赚钱？
等fed 给出加息路径。如果加息入境力度低于预期 银行piaji 不要惊讶。
★ 发自iPhone App: ChineseWeb 1.0.4
★ 发自iPhone App: ChineseWeb 1.0.4
【在 b******i 的大作中提到】
: 横盘了两年，为啥到今天都不涨，难道要等着大家一起上车赚钱？
V*n
5 楼
talking about commercial banks,
2 is roughly the duration for deposits, 10 is for loans/assets
this spread used to be an effective measurement but many banks have their
own ways to hedge now
btw the spread is really low at 1.3%, which is really bad for profit margin
【在 b******i 的大作中提到】
: 看来古板FA大牛还没就这个基本FA问题达成共识
2 is roughly the duration for deposits, 10 is for loans/assets
this spread used to be an effective measurement but many banks have their
own ways to hedge now
btw the spread is really low at 1.3%, which is really bad for profit margin
【在 b******i 的大作中提到】
: 看来古板FA大牛还没就这个基本FA问题达成共识
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