17th, Monday, noon. Pen × fun × Pavilion www. ｂｉｑｕｇｅ。 ｉｎｆｏ

A public message from the Russian Ministry of Finance shocked the entire financial market.

The content of this notice is quite concise, that is, Russia's foreign debt of more than 13 billion rubles will be paid off by deferred payment.

On the same day, the Shanghai and Shenzhen stock markets continued the previous day's decline and opened low, although the buyers were at a disadvantage and retreated, but they still had a certain ability to resist.

But this information from Russia has become the last straw that breaks the camel's back, presumably as soon as the market opens in the afternoon, the huge selling pressure will swallow up the already small number of buyers, but how much it falls can only depend on the final result.

Considering that the U.S. financial market had ended when the news was announced, although the foreign exchange market and the futures market were still trading, Fu Zhengyi also rejected the suggestion to go back to the room to check, and took Ke Yayuan and Ran Ying to the restaurant to prepare for dinner.

Liu Meijia, who went home from work to rest, only learned about the matter after receiving a call from the person in charge of the policy analysis department, she hurriedly turned on the TV, turned on the computer, and after confirming that the explosive news was true, she picked up the phone and dialed Fu Zhengyi's number.

It's just that the call didn't go through immediately.

Because the sensitivity to information is much higher than her, Tony of the New York fund company and Guo Jianmin of the London fund company picked up the phone and dialed Fu Zhengyi as soon as they learned the news.

Although the probability of the government defaulting is not high, the probability is not high, and there are not many precedents, the title of a fighting nation is absolutely worthy of the name.

"If you can play to such an extent, it's really incurable......"

The first to call Fu Zhengyi's mobile phone was Guo Jianmin of the London company, and his remarks made Fu Zhengyi, who had just walked into the restaurant and sat down, laugh.

Hearing the hearty laughter on the other end of the phone, Guo Jianmin couldn't help it. "Boss, how could you decide a few months ago that the Russian market could not participate?"

"Please, Russia has given birth to many industrial oligarchs in recent years, and the process of their birth is not clear to the West?"

Guo Jianmin was stunned. "But the problem is that the birth of oligarchs in these industries is not directly related to this default!"

"Look at the problem carefully, any clues can not be let go, Russia's political situation is still in turmoil, the domestic economic situation is also quite bad, then in this case, for Russia to postpone debt repayment is the inevitable means to solve the problem, the fighting nation can be unreasonable, especially at this critical moment related to the survival of all the people, the fighting nation can disdain to use negotiations, rip-offs, protests and other warm means! Their approach is simple and brutal, but it works very effectively......"

was almost stunned by Fu Zhengyi's remarks, Guo Jianmin had to admit that this was indeed a good way to 'break the trick with strength' after seriously thinking about the situation over there, so he sighed heartily. "Boss, your analysis is also simple and crude, I'm convinced!"

Smiling and nodding his head to thank the waiter who delivered the food, Fu Zhengyi slowed down his voice and said. "There are several key time points that must not be mistaken, otherwise in this game with the Xiangjiang financial market as the battlefield, the offense and defense will have to be transposed!"

"There will be no problem, I have adjusted my schedule at the beginning of the month, and the best traders of the company are also waiting for them, and I will definitely be able to let them taste the pain without alarming the opponent......

ended the call with Guo Jianmin, and before Fu Zhengyi could put his mobile phone on the table, the phone call from Tony of the New York Fund Company came in.

However, for the news that has just been announced, the elder Tony is concerned about a higher level than Guo Jianmin, and after asking similar questions to Guo Jianmin, he asked if he could launch an attack on German banks that hold a large number of Russian government bonds, and launch actions against Ukraine and Belarus in the foreign exchange market?

"The depreciation of the local currencies of these countries is inevitable, and the German banks that hold Russian government bonds can also do it, but presumably the market has already reacted appropriately after the news came out, and it may not be possible to eat the fattest part immediately......"

"Boss, this is about the response of the global market to this incident, will the IMF put pressure on the Russian government to shorten the deadline or provide economic assistance?"

Although the Cold War has long since ended, neither the G-7 nor the International Monetary Fund can provide a helping hand as they did in dealing with the financial crisis in Southeast Asian countries last year, but because this incident has punctured the 'dangerous moral bubble,' they will be more vigilant against emerging markets and reduce the possibility of intervening in and participating in these markets!"

"OK!

It didn't take him to go into an in-depth analysis, but Tony Sr. already understood what the big policy was, so after ending the topic, he asked if this news would cause a reversal in the Hong Kong financial market?

"Reversal? No, no, no, no, this is impossible! On the contrary, this matter will prompt the retreat of international tourist capital, and policy risk is the most unpredictable and lethal way," Fu Zhengyi thought for a moment at this point, and then thought of a suitable reason. "As far as this side is concerned, if we make a decisive attack and take off the hat of the 'ATM' that is detained in the Xiangjiang financial market, we will definitely be able to establish a better international image!"

Even if Fu Zhengyi didn't say it thoroughly, old Tony already understood, so he laughed and said. "Okay, so let's make the Wall Street guys taste the pain in the futures market!"

Hung up the phone, Fu Zhengyi just picked up the knife and fork and prepared to eat, the ringtone of the mobile phone rang again, seeing Ke Yayuan couldn't help laughing, Ran Ying even smiled and smiled, he shook his head and picked up the phone.

"The director of Long-Term Capital Management called me and wanted to get a $500 million short-term loan......"

Fu Zhengyi was stunned. "Huh, you agreed?"

Pursing her lips and smiling, Liu Meijia complained dissatisfiedly. "What do you say?"

Knowing that she was provoking, Fu Zhengyi was a little depressed. "Then they're dead!"

"But if they can really get some short-term loans, is there still a chance?"

"Impossible! High leverage and monopoly, even if they have the determination of a strong man to break his wrist, they have no chance of getting out......"

Knowing what he was referring to, Liu Meijia couldn't help but be stunned. "So that means that without assistance, the LTCM will go bankrupt?"

"Yes, but it stands to reason that the Federal Reserve should not allow LTCM to go bankrupt, I remember that previous statistics show that LTCM uses more than 20 times the financial leverage, and public information also shows that LTCM manages financial assets as high as $1.2 trillion. So many financial assets are bound to smash a big hole in the global financial market, so although the LTCM will soon become insolvent, it will eventually be able to get bank injections, and the Fed must ensure that the LTCM can continue to exist, otherwise the US financial market will have big problems......"

Liu Meijia was a little puzzled. "Why?"

"It shows that it is to maintain the stability of the global financial market, and in essence, it is necessary to avoid financial turmoil in its country!"

Liu Meijia sighed and thought for a moment before continuing to ask. "That means that even if the hole in LTCM is very big and serious, it will definitely still receive an injection of bank funds?"

asked the same question twice in a row, and Fu Zhengyi was a little puzzled. "What, what did you think of?"

"Should Jiamei Bank respond in good faith to LTCM's request for help?"

Fu Zhengyi understood what she meant, patted his forehead, and explained very seriously. "Goodwill can be given, but remember to wait for the Fed to make a public decision and the major debt banks to help before it can enter the implementation phase, otherwise it will become the target of public criticism, otherwise it will not have a positive effect, but will make the Fed think that the LTCM crisis can be resolved by relying on its own resilience......"

Fu Zhengyi's repeated advice made Liu Meijia a little dissatisfied. I am definitely better than you about the risk management of the bank, as long as the direction does not deviate, I will not do stupid things!"

"Well, you can call yourself a veteran banker now, so I won't say more......"

Hearing the helplessness of his tone, Liu Meijia hurriedly called the director of LTCM after hanging up the phone, indicating that Jiamei Bank was willing to help LTCM tide over the difficulties, but at present, Jiamei Bank's funds are also very tight, and it takes time to raise funds, and the implementation needs to be recognized by the relevant departments.

Although the directors of LTCM also understood that Jiamei Bank was not willing to help immediately, they still repeatedly expressed their gratitude and said that they would report the company's plight to the Federal Reserve as soon as possible, so as to obtain the understanding of the debtors as soon as possible and obtain the funds to continue the company's continued operations.

After completing the fooling of the LTCM director, Liu Meijia happily walked around the room several times, then sat down again, picked up the phone, dialed the head of the public relations department, and asked him to rush to produce an analysis report overnight, the content of which is about the disastrous impact of the LTCM bankruptcy on the global financial market.

"I can't do this kind of analysis report alone......"

"Then gather all the staff in your office! This report will play a decisive role in the development of Jiamei Bank, and if you take it out one minute earlier, you will be able to get more market praise and affirmation than your peers! If you feel the need, then I will rush over now!"

Liu Meijia's resolute attitude made all the staff of the public relations department of Jiamei Bank busy, and the head of the department who rushed to the headquarters first looked at the still brightly lit night scene, and couldn't help but smile bitterly and shook his head, thinking that he was destined to have no sleep today...... (To be continued.) )