"The G20 summit will be held in Seoul on November 15-17."

Zhong Shi took out his mobile phone, thoughtfully pointed the screen at the other people, "Gentlemen, the government side will hold talks with the British and Irish sides during the G20, and we will soon know what the outcome will be." ”

With a summoning order, several other bigwigs soon flew from New York to London. This was the office of the Tianyu Foundation, which was no longer safe after the offices of several other institutions were targeted, so they had to temporarily set up the meeting place.

"Bill, tell them about our meeting with the Irish government!"

After informing the other side of the government's actions, Bell Stone turned to Bill. Gross nodded and commanded, "And the results of our analysis." ”

Gross nodded obediently, then cleared his throat and began to speak: "Gentlemen, the situation is very serious! ”

His words attracted everyone's attention, and after seeing everyone's reactions, Gross nodded with satisfaction and continued: "Here's the thing, in the course of our conversation with Mr. Finance Minister, we clearly felt that they still have no decision on whether to ask the IMF and the EU for a bailout, which means that they have no alternatives......"

For the next half hour, he elaborated in detail the details of the previous battle between him and Zhong Shi, and finally spread his hands and said, "That's the way it is! ”

"What do we need to do now?"

Although Zhong Shi's plan requires some funds from everyone, they are all prepared for it, so it is not a surprise. You know, if Ireland does break away from the eurozone, these people here will definitely earn much more than they give. However, the situation is still unknown, so all you can do is wait quietly.

Dario was visibly aware that Bell Stone had a plan for the situation. After thinking about it for a while, he tentatively asked, "Should we do something at this time to cooperate with the government's actions?" ”

"You're right!"

After casting an appreciative glance at Dario, Bell Stone nodded. "Gentlemen, now we have to give Ireland a choice as to whether they are determined to leave the eurozone or to accept the EU's choice. So all we have to do is get them into trouble. ”

"What do you mean......"

Dario pondered for a moment, a look of surprise and suspicion in his eyes.

Looking at the others, they also had expressions of confusion and surprise. Obviously, none of them expected that Zhong Shi would do it when he said it.

"My plan is to sell Ireland's treasuries in the market, both long and short. Until then, we also need to create momentum. Causing chaos in the Irish government bond market in the short term. At the same time, we are eating into their CDS of interbank bonds, and the situation in Ireland is pushing the situation in Ireland to a rapidly deteriorating situation. Only then will they have to face up to our proposals at the G20. ”

"To put it simply, we will soon short the Irish bond market, and we are running out of time, about half a month or so."

Zhong Shi raised his hand and looked at his watch, and said solemnly to the crowd, "I need you to borrow as many bonds as you can from the market. And the bonds of their banking sector, which are then sold off at a uniform time. At the same time, with the propaganda of public opinion, it strives to cause a rapid deterioration of the situation in Ireland in the short term. ”

"There's no problem with this!"

"But did you ever think that Ireland would eventually abandon us in favor of the EU and the IMF?" How will we end up then? ”

Hearing Dario's words, the others seemed to have been poured cold water on their heads, and they suddenly woke up from their state of extreme excitement. Indeed, if the Irish government does not leave the eurozone, everything they have done will be lost.

"So I need you to buy CDS. This part of the position will be used as a means of hedging, and as soon as their negotiations with us are concluded, we will be the first to hear from them, because it means that they are going to receive assistance from the EU. When the time comes, the proceeds on CDS will help you hedge your risk. ”

Zhong Shi said confidently, "In addition, if you are interested, you can also close the previous position from the market at that time. I think the negotiations between Ireland and the EU will continue for a while, which will be enough time for you to empty all your positions. ”

"Gentlemen, you have overlooked the most crucial point, which is that the situation in Ireland has created concerns about the environment in Europe as a whole, whether countries such as Spain and Portugal will follow in Ireland's footsteps and join the aid army, and whether the new rescue mechanism in Europe will be able to withstand the successive requests for aid, these are the real worries of the market."

"So so far, it's still early to think about what we want to think about, and everything won't really be revealed until the G20, understand?" ”

"Got it!"

Everyone thought about it, and this was indeed the truth, and nodded again and again.

……

"Give me a call from HSBC Taipan!"

After waving his hand to let everyone leave, Zhong Shi pinched his eyebrows and said to Jiang Shan on the side, "I need to borrow a little Irish national debt from them." ”

"HSBC?"

Jiang Shan's face suddenly changed, and after thinking about it, he cautiously persuaded him, "Zhong Sheng, are we considering borrowing from other places?" Knowing that HSBC is an established bank in the UK, I am worried about ......"

"Worried about its relationship with the government?"

Zhong Shi didn't lift it either, and asked bluntly, "Relax, my man, this won't be a problem." I think soon there will be a lot of institutions borrowing Irish government bonds from institutions like HSBC, Barclays, Royal Bank of Scotland and so on. When the time comes, we will be just a big bear, and we will not attract their attention. ”

"Zhong Sheng, are you going to leak this news?" After a little thought, Jiang Shan understood what Zhong Shi meant.

"Not bad!"

A playful smile appeared on Zhong Shi's face, "If they want to target us, I'm afraid it's not that easy. ”

The current situation of several institutions in Europe can only be described as difficult. The news of the regulators is getting tighter by the day, but Zhong Shi knows that this is just a bluff on the part of Europe, after all, the branch here is receiving orders from the United States, and they are not capable of extending the scope of enforcement into Manhattan.

Soon he stretched out a finger towards Jiang Shan, signaling the other party to avoid it, and then took out the phone and dialed a number. Just said a faint word "Ireland" and hung up.

……

"What?"

After Ou Zhihua received Zhong Shi's call, he was taken aback, "You want to borrow 3 billion euros of Irish 10-year government bonds?" ”

Ou Zhihua, the English name is Stuart. Gulliver, a Hong Kong native who pronounced his name as Au Chi Wah. Although HSBC is a global multinational bank, Hong Kong and London are its two most important bases, so it is no stranger to Au Chi Wah, one of Hong Kong's wealthy families.

He was a white man in his fifties, and his white and chubby face always reminded people of harmony and wealth. Although he has not officially taken over the chairmanship so far, it has been confirmed within HSBC that he will be the next chairman. So now the administration is all running by him.

"Yes!"

Without hesitation, Zhong Shi admitted, "As one of the big customers of the Irish government, don't tell me that you don't have such a large amount of bonds on hand? ”

Bonds of various countries are generally carried out through bank auctions. So the big banks have a lot of bonds on hand, which are long-term investments on the one hand, and long-term interest rates on the other. As a bank with a large influence in the UK, HSBC has a lot of bonds on hand.

"Absolutely!"

Ou Zhihua said with a smile, "Within three working days." I will ask the people below to transfer the bonds to your name, and all the formalities will be completed. But Mr. Chung. I would like to ask, are you borrowing Irish government bonds with the intention of shorting them? ”

"Of course!"

Likewise admitting without hesitation, Bell Stone was very frank, "Ireland's problems are serious, and I don't think it's far from the outbreak of their crisis." ”

"Crisis erupts?"

The corners of Ou Zhihua's mouth twitched twice. In his heart, he was quite unimpressed by Zhong Shi's statement, "Are you talking about a debt crisis?" Mr. Chung, I must remind you that a bailout mechanism has been set up in Europe, even if Ireland's national debt is in trouble. There will definitely be no problem in terms of payment, because Ireland's overall national debt is not very large, and Europe is fully capable of maintaining its credit line. ”

For commercial banks, the period of their holdings of treasury bonds is calculated in years, and it is a completely long-term investment, and general price fluctuations do not affect their decision-making. As long as there is no eventual cash-out crisis, commercial banks generally do not easily sell off their positions. It's like during the Greek crisis some time ago, HSBC not only did not reduce its holdings of Greek government bonds, but also increased its holdings to reduce the average cost.

But for hedge funds, this strategy is completely undesirable, and they are looking for high risk and high returns. Therefore, in response to Ou Zhihua's kind reminder, Zhong Shi just pursed his lips and said disapprerovingly: "Mr. Gulliver, I already have a reference on how to operate. Rest assured, we will consider the risks, and the positions and channels will also use HSBC's, so that you can monitor the risks. ”

Hearing Zhong Shi's words, Ou Zhihua obviously felt that the other party didn't want to talk about this in detail, so he immediately closed his mouth very interestingly, and hung up the phone after a few more words.

After thinking about it, Ou Zhihua touched the phone again and dialed another number.

"It's me, HSBC Gulliver!"

After the phone was connected, Ou Zhihua stood up and said respectfully, "Just now, Tianyu Fund borrowed 3 billion euros of treasury bonds from HSBC. ”

"What kind of institution is Tianyu Fund?"

A shrill male voice came from the microphone, "Is 3 billion euros a lot of positions?" ”

It's clear that this is a guy who doesn't know much about the market.

Despite this, Ou Zhihua did not dare to laugh, and explained carefully at the moment: "This is a Hong Kong local fund, which has only been established for 20 years, and now has tens of billions of dollars in fund management. Because it is not open to the outside world, no one knows exactly how much money there is. However, according to some people in the outside world, the size of this fund is likely to exceed 100 billion US dollars. ”

"Hundreds of billions of dollars?"

The other man's voice paused visibly, "Can you confirm that it is one of them?" ”

"Not sure!"

Ou Zhihua hesitated for a moment, but finally did not dare to draw conclusions, "If the outside world rumors are true, 3 billion euros of bonds are nothing to them." Depending on the style of hedge funds, X-Spatial will also require at least a leverage increase to accumulate positions above 5 billion euros. ”

"So your conclusion?"

The sharp male voice couldn't hear any mood swings, but Ou Zhihua was keenly aware that the other party seemed to be dissatisfied.

"I can't see it for the time being, let's wait for the follow-up!"

He replied bitterly. (To be continued.) )

PS: Thank you for the monthly pass and reward from the book friends who passed by Karamay! Thank you to the four-eyed prodigal son and ad110158 for voting for the monthly ticket! What's going on in the past two days, why is it so bleak all of a sudden, and it's even bleaker than back then, I want to cry...... But I still have to work hard to write, continue to work hard, and strive to write more excitingly, so as not to disappoint everyone. I also hope that all book friends will continue to vote more, and if you don't have a monthly pass, you can vote for more recommendations, and I hope that the sluggish state of this book will ease as soon as possible, thank you here~