Chapter 736: Japan QE
"As long as the market doesn't change, I'll drag it, and you have to accompany it. Pen, fun, pavilion www. biquge。 info" took out the documents and flipped through them, coupled with the constant reminders of future information, Lei Hao waited silently.
In the current situation, several institutions cannot completely determine the direction of the market.
So the two sides are actually squeezed into a narrow area to hedge, and no one can move.
In this case, in fact, it is the influence of the periphery, which is quite a kind of implication that those who have attained the Tao have more help and those who have lost the Tao have little help.
The key to the median narrow range shock market is to look at the third-party funds, but the third-party funds are like monkeys, squeezing the funds that are intentionally hedged in a narrow area, and waiting for the situation to be cut when the situation is clear.
Thunder and Mizuho and Taihe are now equivalent to being hung up by third-party funds, but they can choose not to hedge, the initiative is on both sides, but no one knows the strength of the opponent, those chips in the early stage, no matter which side adds a force, it may force the opponent to make changes.
However, Thunder's money isn't too much.
Each CSI 300 contract needs to contain at least 200,000, and 50,000 lots is 10 billion.
The minimum margin ratio of Nikkei 225 is only 5%, and the minimum restraint per contract is close to 5,000 US dollars, and 40,000 lots looks like only 200 million...... That's a $14 billion behemoth of its own money.
But everyone knows that the decisive battle is a matter of a moment, if you dare to get a few million hands of Nikkei 225 trading volume, the bulls will definitely have to work hard, whether you win or lose will be divided immediately.
Today is Monday, September 14th, and a lot of meetings are taking place.
Thunder is waiting, but everyone in the company doesn't have much bottom in their hearts, because Thunder has almost no infiltration of off-board forces.
"Wait!" Everyone has this word in their minds, watching the jump in data and the increase in positions, everyone knows what the company is doing.
However, to everyone's surprise, the waiting signal was not very good.
"The Bank of Japan wants QE?" After Xia Yibei received this information from HSBC, the whole person was stupid.
QE stands for Quantitative Easing, and as we all know, Japan is now in the era of negative interest rates, which means that if you put your money in the bank, you will pay interest to the bank, what is the purpose of this? This is to force you not to save money into the bank and make you spend it.
Japan's QE has also lasted for quite some time, but in the case of negative interest rates, they still want QE? Want to inject more money into the market? What is the reasoning of this, is the Bank of Japan stupid?
Xia Yibei shivered, and then thought of something that frightened him.
QE is equivalent to injecting capital into the market, increasing vitality, and then what? What is the impact of the stock market? The rise is greater than the fall.
Using the simplest mathematical formula to calculate, the original stock N is more, the total market value is 1 trillion, and the market has more than tens of billions after QE, which is equivalent to 1 trillion things, and now there are 1 trillion and tens of billions of funds to price it.
In this case, the price of things rises, the currency depreciates, inflation appears, that is...... The stock market is positive.
In addition, QE is to release money, money is to be spent, spending money will stimulate the economy, stimulating the economy will make corporate performance better, and corporate performance will make the stock market rise, so it is still a stock market good.
Unless, QE leads to excessive inflation, or exchange rate instability hits the economy, but in general, the probability of rising is greater than falling.
"It's definitely Mizuho!" This thought flashed in Xia Yibei's heart, and he immediately passed the news to Lei Hao.
"So fast?" Lei Hao was also surprised.
How many positions does the company have now? Tens of thousands of hands are a lot, but they are not impossible to retreat, even if they lose at this time, those losses are nothing to Lei Hao.
And Japan QE is undoubtedly something that Mizuho is promoting, there are many possibilities, but there is definitely only one purpose, to force the Thunder to give up their position in Nikkei 225, or...... Forced the Thunder to fight against the trend.
"Mr. Lei, the news should be right, the Bank of Japan held a meeting in the morning, and HSBC got the agenda, and they want QE! It doesn't make sense! The dollar is rising, why does Japan dare to QE? Aren't they afraid of further depreciation of the yen? Xia Yibei was almost incoherent.
The value of the currency is a major matter related to the economic status of a country, and normally speaking, the dollar as a world currency has appreciated, and other countries must take into account the problem of excessive inflation even if they originally wanted QE.
Moderate inflation is good for economic development, and excessive inflation is a disaster, so in the recent financial market, everyone has almost a negative attitude towards whether the central bank is QE.
And Japan has negative interest rates, you still QE? Aren't you afraid of being taken away by a QE?
The only possibility is that Mizuho will do it, Mizuho is the main bank of the Bank Consortium and the Fuji Foundation, and has great strength in the financial circle, and if Japan originally intended to have QE, they would definitely be able to promote it.
"That's a good thing." Looking at his position and the reaction of his opponent, and referring to the information of Japan's QE, which was originally delayed for a few days, Lei Hao quickly thought about it.
The gentleman hides his weapons and waits for the time to move.
In the financial market, it is normal to have means, but the means that can be used at any time, you have to pay attention to when you use them.
"If it weren't for feeling that something was wrong, Mizuho would have done it at this time? They're not forcing us to go to a decisive battle, they're forcing us to leave! Lei Hao's heart suddenly flashed with a hint of realization.
"Nikkei 225, will it rise?" Lei Hao suddenly shifted his attention to stock index futures.
Hong Kong Island Thunder, the trading department, a group of traders are also staring at the Nikkei 225 index changes, Leo and Tao Liyu obviously know the news, and are looking at the data on the screen with serious expressions, waiting for Lei Hao's decision.
Under the coordination of the technical department, no matter which trading department has a direct communication channel to Lei Hao's office, when something big happens, Lei Hao will issue instructions through these channels.
Leo and Tao Liyu didn't know what instructions they would receive, everything they knew was that the company's trading plan had a record to deal with this situation, that is...... Wait and see.
What to wait for? Wait and see the changes in the market and wait for Lei Hao's instructions to be issued.
Yangcheng, Thunder.
A small change suddenly made all departments of Thunder busy, and everyone knew very well that it was war or peace, and now was the critical point in time.