主题:【讨论】房贷美和房利美大跌,中国买了3760亿的bonds -- dafemren
财长paulson发话就是要逼房贷美和房利美破产了,
本来波南克把市场从六月稳到七月就很不容易了。
要是这两家到了,市场可能就要垮了。
Piper Jaffray將房貸美從28美元降至9美元, 房利美從30美元降至15美元,GOOGLE FINANCE更是调到4美元。
宋去年发的预言可是真准了。这厉害关系连我等非专业人士也是看出来了。
但是中国政府的可是买了3760亿美金的BONDS,这里面太复杂了。
搞不懂了,请大家讨论
----------------------------
Chinese Government is Top Foreign Holder of Fannie Mae, Freddie Mac Bonds
$376 Billion in Chinese Agency Bond Holdings Subject to Taxpayer Bailout
Proposals According to FreedomWorks Analysts
WASHINGTON--(BUSINESS WIRE)--As politicians call for taxpayer bailouts and a
government takeover of troubled mortgage lenders Freddie Mac and Fannie Mae
, FreedomWorks would like to point out that a bailout is a transfer of
possibly hundreds of billions of U.S. tax dollars to sophisticated investors
and governments overseas.
The top five foreign holders of Freddie and Fannie long-term debt are China,
Japan, the Cayman Islands, Luxembourg, and Belgium. In total foreign
investors hold over $1.3 trillion in these agency bonds, according to the U.
S. Treasury’s most recent “Report on Foreign Portfolio Holdings of U.S.
Securities.”
FreedomWorks President Matt Kibbe commented, “The prospectus for every GSE
bond clearly states that it is not backed by the United States government.
That’s why investors holding agency bonds already receive a significant
risk premium over Treasuries.”
“A bailout at this stage would be the worst possible outcome for American
taxpayers and mortgage holders, who have been paying a risk premium to these
foreign investors. It would change the rules of the game retroactively and
would directly subsidize the risks taken by sophisticated foreign investors.“
“A bailout of GSE bondholders would be perhaps the greatest taxpayer rip-
off in American history. It is bad economics and you can be sure it is
terrible politics.”
--
- 相关回复 上下关系8
🙂【讨论】房贷美和房利美大跌,中国买了3760亿的bonds
🙂从微观上说,两房的问题主要是个现金流的问题 6 任爱杰 字1325 2008-07-15 19:55:04
🙂禁止削2房了? 末三马甲 字60 2008-07-15 10:54:37
🙂最多只能禁naked short 龙战于野 字68 2008-07-15 12:16:47
🙂兩房的問題 修竹 字397 2008-07-14 22:39:50
🙂bond要跌 龙战于野 字34 2008-07-15 12:14:36
🙂看到别的地方的分析这次palson的 讲话。 6 dafemren 字2995 2008-07-14 22:15:02
🙂要是救也是个难题 光年 字406 2008-07-20 22:16:43