[新聞] 美股債市異常行為勾起1987大崩盤回憶

看板Stock作者PUTOUCHANG (自己的廢文自己發)時間6年前 (2018/02/10 02:07)推噓19(19推 0噓 18→)

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1.原文連結： https://goo.gl/c8q5MC 2.原文內容： Stock and bond markets are doing a strange thing that is reminiscent of the 1987 crash 股債市異常行為勾起1987大崩盤回憶 David Rosenberg says a rise in the 10-year Treasury yield during a stock market drop seldom occurs. David Rosenberg: 股市下跌時十年公債利率上升實屬罕見 "This rare occurrence of bond yields rising even as stock markets decline was a feature in 1987 and 1994," he writes. 這是 1987 及 1994 大崩盤時的特徵之一 ----------------------------------- Wall Street is buzzing over what the recent sell-off in the stock market means for investors and what will happen next. 街上議論紛紛股市大拋售的影響 Gluskin Sheff and Associates' David Rosenberg found one aspect of the decline very peculiar and warned it is similar to time periods with significant market turmoil. David Rosenberg 發現一個罕見現象, 並警告這跟某些時期的股市動盪很像 The S&P 500 fell officially into correction territory on Thursday, down more than 10 percent from its record reached in January. 標普週四進入修正區間, 自一月糕點下跌逾10% Rosenberg noted how the yield on the 10-year Treasury note rose 16 basis points during the drop. Rosenberg: 10年公債驟升 "I cannot tell you how rare a market condition this is – that yields are rising into this risk pullback," he wrote in a note to clients Friday. Rosenberg: 修罕啊 Rosenberg cited how bonds rallied during the last financial crisis in 2008 when the market fell and during other big corrections. Rosenberg: 2008金融危機, 債券利率競升 "But not this time. This rare occurrence of bond yields rising even as stock markets decline was a feature in 1987 and 1994," he added. "What these periods had in common was Fed tightening concerns, jitters over economic overheating and an ever-flatter yield curve. One of these years had a huge correction and one had massive volatility and rolling corrections. Pick your poison." Rosenberg: 這次不一樣, 倒像是綠豆糕... 1987 跟 1994 共通點: Fed 緊縮, 經濟過熱雜音, 殖利率曲線平緩(長短期公債利率相近) 前述其中一年是大修正, 一年是崩崩你個爽歪歪, 哩來, 選一個 In terms of the "huge correction" reference, he is referring to the "Black Monday" stock market crash when the Dow Jones industrial average dropped 23 percent on Oct. 19, 1987. 這裡的「大修正」指的是 10/19/1987 黑色星期一 DJ -23% Rosenberg is the chief economist and strategist at Gluskin Sheff and Associates. 3.心得/評論：美國人危言聳聽台灣政府黑手護盤不手軟勿讓禿鷹得逞 -- Sent from JPTT on my Nokia 33l0. -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 36.225.187.213 ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1518199664.A.28D.html

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