Short term, I think mkt over reacted to DB AT1 problem. It is a bad structure and probably held under the wrong hands. The sentiment seems to be too bearish, but the fundamentals is pretty scary with Nikkei, DB, crude, CHK, everything happening at the same time...
【在 y***r 的大作中提到】 : 今天这两拉,都是从DB起来的。。 : 很厉害的两个柱子!
s*1
9 楼
你这还是看headline炒股,谁跌的狠谁涨的狠谁就是中心的逻辑
y*r
10 楼
DB说要buy back it is own loan。
scary
【在 z***e 的大作中提到】 : Short term, I think mkt over reacted to DB AT1 problem. It is a bad : structure and probably held under the wrong hands. : The sentiment seems to be too bearish, but the fundamentals is pretty scary : with Nikkei, DB, crude, CHK, everything happening at : the same time...
z*e
11 楼
Fundamentally it does not matter so much. DB is not buying back the struggling AT1 bond as it counts as capital. On the other hand, DB does not have a solvency issue yet and it is too big to fail. This should provide some relief on the market sentiment.
【在 y***r 的大作中提到】 : DB说要buy back it is own loan。 : : scary
【在 z***e 的大作中提到】 : Short term, I think mkt over reacted to DB AT1 problem. It is a bad : structure and probably held under the wrong hands. : The sentiment seems to be too bearish, but the fundamentals is pretty scary : with Nikkei, DB, crude, CHK, everything happening at : the same time...
z*e
15 楼
Tech got some support from oversold / every stock is LNKD situations Financials and overseas market still terrible, might be caused by Yellen being less dovish and having a really tough time at yesterday's testimony Bought a little bit ES calls overnight but not sure what I am doing ...
【在 z***e 的大作中提到】 : Tech got some support from oversold / every stock is LNKD situations : Financials and overseas market still terrible, might be caused by Yellen : being less dovish and having a really tough time at yesterday's testimony : Bought a little bit ES calls overnight but not sure what I am doing ...
As long as the hot spots like China, financials, crude are more or less stable, market should creep up from here. Earnings season is over and companies now can buy back their stocks...