a*a
2 楼
要是耶伦又不加息呢?金融会跌的吧
a*a
4 楼
为什么这么说?这个月不是在涨吗
[在 Bernanke (Ben) 的大作中提到:]
:这个月不加息已经被price in了。
:【 在 asphyxia (asphyxia) 的大作中提到: 】
:...........
[在 Bernanke (Ben) 的大作中提到:]
:这个月不加息已经被price in了。
:【 在 asphyxia (asphyxia) 的大作中提到: 】
:...........
B*e
5 楼
When October employment report came out and is not good, bank shares tanked
because people know Fed is not going to increase interest in October. Thus,
already priced in.
【在 a******a 的大作中提到】
: 为什么这么说?这个月不是在涨吗
: [在 Bernanke (Ben) 的大作中提到:]
: :这个月不加息已经被price in了。
: :【 在 asphyxia (asphyxia) 的大作中提到: 】
: :...........
because people know Fed is not going to increase interest in October. Thus,
already priced in.
【在 a******a 的大作中提到】
: 为什么这么说?这个月不是在涨吗
: [在 Bernanke (Ben) 的大作中提到:]
: :这个月不加息已经被price in了。
: :【 在 asphyxia (asphyxia) 的大作中提到: 】
: :...........
a*a
6 楼
受教了,既然price in了,现在入点算不错吗?
[在 Bernanke (Ben) 的大作中提到:]
:When October employment report came out and is not good, bank shares
tanked because people know Fed is not going to increase interest in October.
Thus, already priced in.
:【 在 asphyxia (asphyxia) 的大作中提到: 】
:...........
[在 Bernanke (Ben) 的大作中提到:]
:When October employment report came out and is not good, bank shares
tanked because people know Fed is not going to increase interest in October.
Thus, already priced in.
:【 在 asphyxia (asphyxia) 的大作中提到: 】
:...........
B*e
7 楼
Depending on your horizon. This is a tricky time and most of the not
increasing rate effect has been priced in. Look at the basics for banks:
housing market is ok but not as good as months ago, underwriting business is
dropping and trading is not good either. If market makes a small correction
, banks will get a hit, so the upside is limited but downside is large. I
will not increase my investment in any of the banks now.
October.
【在 a******a 的大作中提到】
: 受教了,既然price in了,现在入点算不错吗?
: [在 Bernanke (Ben) 的大作中提到:]
: :When October employment report came out and is not good, bank shares
: tanked because people know Fed is not going to increase interest in October.
: Thus, already priced in.
: :【 在 asphyxia (asphyxia) 的大作中提到: 】
: :...........
increasing rate effect has been priced in. Look at the basics for banks:
housing market is ok but not as good as months ago, underwriting business is
dropping and trading is not good either. If market makes a small correction
, banks will get a hit, so the upside is limited but downside is large. I
will not increase my investment in any of the banks now.
October.
【在 a******a 的大作中提到】
: 受教了,既然price in了,现在入点算不错吗?
: [在 Bernanke (Ben) 的大作中提到:]
: :When October employment report came out and is not good, bank shares
: tanked because people know Fed is not going to increase interest in October.
: Thus, already priced in.
: :【 在 asphyxia (asphyxia) 的大作中提到: 】
: :...........
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