"Something must have happened" Lei Hao sat in the office, a steady stream of documents passed over, but in his heart, he was analyzing the reason for the discrepancy between reality and future information again.
Originally, Japan was going to throw out the issue of QE, but two days later, on Wednesday, and now it is Monday, two days earlier, the meaning of the representation is not simple.
According to the current position building of both sides, on Monday, everyone is very likely to exit, and by Wednesday, the loss of exit will be much greater.
Therefore, now that the issue of expanding QE is thrown, it can only be said that it is forced to make peace by war, and QE is forced to fight by war two days later.
"Why hasn't anyone contacted me, HSBC, Keda, Standard Chartered, Prudential, or even UFJ and Sumitomo Mitsui, the two poisonous snakes hidden in the shadows," Lei Hao was a little undecided.
"It's useless to contact, I won't believe them, they won't believe me" Just in an instant, Lei Hao made up his mind.
Even if someone else gives information and conveys wishes, will Thunder believe itWhen does the financial market use communication to determine cooperation, there are only interests, and the so-called cooperation is all based on interests.
With interests, there will be tacit understanding without communication, and without interests, no matter how much communication is in vain.
"But I can wait for more information."
Lei Hao sat down.
Thunder Group, whether it is the mainland or Hong Kong Island, the investment department and the research and analysis department are busy.
Whenever something happens, financial institutions always receive a lot of information, both true and false, and full of variables.
Sometimes, some information is what the opponent wants you to know and is mixed with private goods; Some of the information was given to you by teammates, and it was also mixed with private goods; Some of the information is given to you by the market, and this is true.
It takes time, vision and ability to extract real and objective market information from the huge flow of information.
The reason why the Thunder are strong is that they have used their weak background to spell out an undefeated record.
The reason why Lei Hao is almost deified is that he can extract useful information from the vast sea of information, and then compress the variables, compressing them to almost a certain amount, and finally making the final decision When encountering an accident, Yu Rong and Zhou Junyun's first reaction was to find Lei Hao, all the information was converted into data, printed into documents, and quickly submitted to Lei Hao's desk.
The thunder is waiting, but the market is not calm.
If an item is worth 1oo yuan, there is a probability of 1o appreciation to 11 yuan, then 1o1 yuan is very suitable to buy, the stock is the spot of stock index futures, and QE is a signal that is more likely to lead to the rise of the stock market.
In a short period of time, the Nikkei 225 slowly rose to around 1935o, but it was shrinking and rising, and there was no amount of energy in this range.
There is no short cutting and closing positions, and there is no long pulling up and forcing short, the market is completely handed over to scattered funds to participate, but the situation presented is not very friendly to the bears: shrinkage rises.
Lei Hao stayed in the office, analyzing the market trend according to the future information, evaluating the changes that his own funds would cause after entering the market, and speculating on the truth of the matter.
The degree of information transmission is very fast, and Lei Hao can actually know the context of the matter by extrapolating back from the results of future information, but the strangeness of the financial market is that the result is undecided.
Sometimes, the market has already digested your QE policy in advance, and if the quantitative easing is not strong enough, or the results are not good, the market will make its own voice.
Nikkei 225 is such a situation, the era of negative interest rates in Japan has begun, at the point in time when the dollar appreciates, it is a dangerous thing to engage in QE, but Japan is not stupid, the risk is large, and the expected returns are more, if you can withstand the pressure, the vitality released can stimulate the economic upside.
Shanghai Stock Exchange, Taihe Fund.
Yang Lucheng is actually the biggest victim of Japan's QE intentions, when he heard the news, he was stupid, and frantically established a communication channel with Mizuho, but the feedback he got was unsatisfactory.
"Mizuho's funds are withdrawn out of China, and Thunder's funds can't come in in a short time, but without the containment of the Asia-Pacific market, Thunder can exchange peripheral chips for big 6 funds with big institutions at any time, damn Mizuho, this is with me."
Yang Lucheng had the urge to strangle the Japs.
A lot of the plans were made, and the Nikkei 225 had a change, giving the Thunder a chance to exit, which was not good news for Taihe.
But Yang Lucheng is not a mediocre talent, so he thought of a way in a short time.
"Mizuho's funds are actually in China" When Lei Hao saw this information, he felt like he couldn't laugh or cry.
Due to China's strict foreign exchange controls, there is a cost to the inflow of funds from abroad, which is why offshore RMB is "cheaper" than onshore RMB.
Moreover, there are restrictions on the flow of funds in and out of China, if it is tens of billions of funds, Mizuho will transfer a large amount of cost, and it will take some time to wait.
Lei Hao knew Mizuho's investment in Nikkei 225 through future information, so he knew very well that Mizuho's money had been withdrawn from the country and was ready to deal with Thunder's provocation on Nikkei 225.
So, it is very simple to infer that this information comes out, who is the most beneficial, and the answer is, of course, Taihe.
First of all, Mizuho's money is still in the country, and the available strength of the Asia-Pacific market has decreased, Thunder, you hurry up to Nikkei 225 to make trouble, and then Mizuho will naturally take over.
Secondly, Mizuho's money is in the country, and this news can attract domestic speculators to favor the bulls, and the scattered bullish forces will jump out to take the Thunder's sell orders, which is equivalent to helping Taihe.
Best of all, it doesn't cost anything to use, so why not This is the so-called information that the opponent wants you to know, in order to confuse the Thunder and achieve his goal, Taihe must be "enthusiastic to help" the Thunder to collect information.
Even if Mizuho, Keda, and HSBC are also giving some signals to Thunder, who would dare to believe it, if there is no future information, Lei Hao can see whether Mizuho's money has flowed out of China Normally, it is impossible to determine the flow of funds of the institution, the strength and distribution of the opponent's strength, and the best thing to do is, of course, to keep investigating and probing.
However, Lei Ting is not a normal organization, and Lei Hao is not a normal person in charge of an organization, anyway, he is just full of nonsense and lying, who wouldn't "I know Mizuho's money is in the Asia-Pacific market, but I can pretend to be confused."
"Drag the third-party funds, and then fight with Mizuho and wait for Mizuho's domestic opponent to bite it" Finally collected enough information, Lei Hao immediately issued an order to the Hong Kong Island: "Increase the position and sell short to force Mizuho to come out, restrain their energy and funds, Japan is not qualified to QE":