tag:blogger.com,1999:blog-8827792606101931839.post7883749134168981124..comments2023-10-29T22:03:55.565+08:00Comments on 大口仔筆記 - 三十而立: 孳息曲線平坦?大口仔http://www.blogger.com/profile/05488178468578681387noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-8827792606101931839.post-6936211221294618682009-01-28T15:03:00.000+08:002009-01-28T15:03:00.000+08:00hermanwest:可能.... Addison:THANKS!Peter:如果美國的違約率上升,...hermanwest:可能.... <BR/><BR/>Addison:THANKS!<BR/><BR/>Peter:如果美國的違約率上升,投資者當然會要求更高回報去平衡違約風險,結果債價下跌,息率上升。<BR/><BR/>kelvin:大口仔相信寬鬆的貨幣政策不會令息口上升,在衰退期,長期息口百份之九十九點九九向上! <BR/><BR/>BC、imak、巴林、Marshmallow:多謝!大口仔https://www.blogger.com/profile/05488178468578681387noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-46307383665757363782009-01-26T22:13:00.000+08:002009-01-26T22:13:00.000+08:00祝大口兄牛年一家人身體健康, 萬事勝意, 買上就上, 買落就樂!祝大口兄牛年一家人身體健康, 萬事勝意, 買上就上, 買落就樂!Marshmallowhttps://www.blogger.com/profile/05119772960076491055noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-342770808653734062009-01-26T14:17:00.000+08:002009-01-26T14:17:00.000+08:00恭喜發財, 牛年進步 !恭喜發財, 牛年進步 !N/Ahttps://www.blogger.com/profile/00206917988262745949noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-60514487325554837342009-01-26T12:25:00.000+08:002009-01-26T12:25:00.000+08:00恭喜發財!!!!! 財源廣進!!!!!! 心想事成!!!!!!!!!!恭喜發財!!!!! 財源廣進!!!!!! 心想事成!!!!!!!!!!imakhttps://www.blogger.com/profile/10548725016828742883noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-27598686418355232832009-01-26T09:45:00.000+08:002009-01-26T09:45:00.000+08:00祝: 恭喜發財!!萬事勝意!! BC祝: 恭喜發財!!萬事勝意!! <BR/><BR/>BCAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-909157410247672832009-01-26T01:33:00.000+08:002009-01-26T01:33:00.000+08:00I hope I did not interpret it wrong.... people wan...I hope I did not interpret it wrong.... people want more yield in the long term bond for justification of higher risk.<BR/><BR/>But my question is, isnt the government doing quantitative easing. Do you think the increase of the yield curve spread would be just a short term adjustment? as of now?kelvinhttps://www.blogger.com/profile/18032970586775851048noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-19186033212935571062009-01-25T21:11:00.000+08:002009-01-25T21:11:00.000+08:00Hi, 小弟不才, 只知有2個理論去解釋Yield curve向上.1) 預期通漲向上2) 預期經濟...Hi, 小弟不才, 只知有2個理論去解釋Yield curve向上.<BR/><BR/>1) 預期通漲向上<BR/>2) 預期經濟向上<BR/><BR/>但不知Yield curve向上原來可以解釋為長債風險向上? 先生可以加以解釋嗎? 謝謝<BR/><BR/>-PeterAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-58119615763433205032009-01-25T17:18:00.000+08:002009-01-25T17:18:00.000+08:00thks, happy new yearthks, happy new year柴娃娃https://www.blogger.com/profile/05738840923449237273noreply@blogger.comtag:blogger.com,1999:blog-8827792606101931839.post-46312972379133088722009-01-25T15:47:00.000+08:002009-01-25T15:47:00.000+08:001. another bubble is coming2. last year is the onl...1. another bubble is coming<BR/>2. last year is the only hard year for bank<BR/>3. it's time to get on the trainHermanhttps://www.blogger.com/profile/14287740780611170996noreply@blogger.com