【在 l******c 的大作中提到】 : this morning, somebody already gor the news
l*c
18 楼
I forgot the link, but this is from the CNBC "Throughout Friday, markets were rife with speculation that S&P, which has had a negative outlook on the U.S. since April 18, would downgrade the country’s credit from its current triple-A level"
US downgrade may have little impact on US treasury bond short term, but it will have significant impact on all other bonds since they all will face downgrade pressure except a selected few. For example, Spain credit rating is AA by S&P with negative outlook, it is hard to imagine Spain will keep its AA rating had US downgraded to AA.
downgrade的问题是it could trigger legal contract, 比如有的基金只能买AAA的 bonds,只能force to sell。
S*C
28 楼
That's exactly right, but I will be shocked to know these institutions has not yet modified their charter so that they, for example, can hold US treasury as long as 2 out of 3 major rating agencies give US as top notch rating.
【在 s********i 的大作中提到】 : downgrade的问题是it could trigger legal contract, 比如有的基金只能买AAA的 : bonds,只能force to sell。
x*o
29 楼
標普AA+,好
w*i
30 楼
基本上定调是周一会继续跌,不过下周中会期待一个比较强的反弹。 周二的FED会议会搞出点动静。
s*i
31 楼
有人昨天就知道了,所以就卖了,才有dow降500点,everybody was wondering why no big news and people are selling off,this is the big news and some people knows one day ahead。今天猪一天因为不知道消息的还是不知道,还以为s&p和白宫演 戏,星期一已经晚了,这就是信息不对称,散户拿到的都不知道是几手了。
s*i
32 楼
可是昨天国债大涨了呀,如果mm知道消息,难道不应该是抛售国债吗
no
【在 s********i 的大作中提到】 : 有人昨天就知道了,所以就卖了,才有dow降500点,everybody was wondering why no : big news and people are selling off,this is the big news and some people : knows one day ahead。今天猪一天因为不知道消息的还是不知道,还以为s&p和白宫演 : 戏,星期一已经晚了,这就是信息不对称,散户拿到的都不知道是几手了。