文章說, 當美國人信傳媒, 以為自己國家經濟已好轉, 外國人在大手沽出, 應說是大手掟走美國資產, 由股票到債券, 慘過雷曼破產後個個月 !
可能白南克退市嚇驚外國人, 極力過有銀行破產 !
你以為美股還是好吸引嗎 ? 如果你以為白南克不會退市, 但如果作實咗, 如果全世界都在出貨, 會發生乜事呢 ?
www.zerohedge.com
While Americans were blissfully BTFD in June, and enjoying the media propaganda that "all is well" and the beard has their back (he does, but not in the conventionally accepted way) foreigners were selling. Did we say selling? Pardon, we meant dumping with a vengeance, throwing out the boatload with the bathwater, with both hands and feet and getting to da choppa.
As the just released TIC data report indicates, in June foreigners, both private and official, were hitting every bid they could find. Literally. For the first month ever, every single security class was sold off: Corporate stocks: sold - $26.8 billion; Corporate Bonds - sold $5.0 billion; Agencies: - sold $5.2 billion, and, perhaps the culprit of it all, Treasuries, saw the biggest dump ever, as foreigners sold an epic $40.8 billion! Adding across the various asset classes, the consolidated foreign sale in June 2013 was worse than Lehman and the month after it.
Somehow to foreigners, Bernanke's Taper Tantrum was a more shocking event than the biggest bankrtupcy filing in history (one which launched the global central bank scramble to buy up everything that is not nailed down).
Still think it's priced in? If just the speculation that Bernanke he may taper launched the biggest US security dump by the rest of the world in history, what happens when speculation becomes fact?
Source: TIC
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