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发表于 2012-5-8 01:31 AM
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开小差 发表于 2012-5-7 20:33
绿大:
这个rate down 是否表示 bond 还要上升?if so, that‘s not good for equity mkt,right?
We are talking about the French bond, NOT the German bond or the US bond ...
If the EURO bond market perceives the Socialist win in France to be bad, the French bond should have been sold hard, leading to higher rate. Thus, it would be more expensive for French to borrow money, turning it into another Italy or Spain ...
But this was not what happened on Mon. The Socialist win was widely expected, and it might be good for the new President to push a growth policy in Europe. Note that many PIIGS countries are in worse shape due to the ongoing harsh austerity policy. |
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