Month: August 2019
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Opinon
World Economy At the Crossroad
I think the world economy’s is at the crossroad – whether there will be recession in the next 12 months. …
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Market News
Italy Crisis to Re-emerge
Italy crisis will re-emerge, as the Senate agreed to set a date (2019-08-20) for the no-confidence vote against Prime Minister…
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Market News
How the Market react after yield curve inverts?
The most widely watched gauge of the yield curve’s slope, the spread between the 2-year Treasury note yield and the…
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Market View
Inflation vs Economy Growth | Which is Fed’s priority?
Accordingly, if the inflation were pick up, which is in the latest released data, the Fed would have to hike…
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Market News
2-10 Year Yield Inversion
The yield on the benchmark 10-year Treasury note was at 1.623%, below the 2-year yield at 1.634%. The last inversion…
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Market View
Why China A Shares?
‘Would you have not wanted to invest with the Dutch in the Dutch empire? Would you have not wanted to…
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Market News
阿根廷资产暴跌 邓普顿新兴市场债券基金重创
在规模超过10亿美元的新兴市场基金中，最大的输家是总规模为113亿美元的邓普顿新兴市场债券基金，该基金下跌了3.5%，按市值来计算损失超过3亿美元，达到了2008年10月全球金融危机以来的最大单日跌幅。 早在2018年5月，在阿根廷获得国际货币基金组织约570亿美元的救助资金之际，阿根廷还得到了富兰克林邓普顿的青睐，该基金向阿根廷投资了22.5亿美元。据英国《金融时报》当时报道，该基金公司于2018年5月在阿根廷发行的730亿比索（合30亿美元）债券中，有超过四分之三被抢购一空。 据报道，此次购买使该资产管理公司成为阿根廷最大的单一债权人，持有大部分阿根廷债券，其中包括在过去两天臭名昭着的100年期债券，该债券在过去两天内被大量抛售。 根据彭博汇总的数据，截至6月30日，邓普顿新兴市场债券基金对阿根廷资产的配置比例为12%，其中包括阿根廷国债以及与该国基准利率挂钩的票据。 Source: 金十数据, 2019-08-14, 《阿根廷资产暴跌 当年进场抄底的美国基金公司亏惨了》
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Market News
Greenspan says ‘there is no barrier’ to Treasury yields falling below zero
‘There is no barrier for U.S. Treasury yields going below zero. Zero has no meaning, beside being a certain level.’ …
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Market News
A second market sell-off could be “Lehman-like”
Nomura is making a technical case for a sell-off but not many see a fundamental case for a return to…
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Market News
MSIC Hong Kong Index Worst Streak Since 1984
The MSCI Hong Kong Index pared its drop to 1.2% as of 3:06 p.m., heading for a 10th straight decline…
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