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Generally speaking, the trading department is of course responsible for doing trading, but there are some things that are not just the responsibility of the trading department.

For example, in this operation, many of Shibor's transactions were done by the fixed income department. Xia Yibei's currency fund bought and sold related products, and the trading department was responsible for the last tremor.

Xiang Yongze's futures operations and Tao Liyu's various transactions were almost done. They sent a document to the trading department and asked Zhao Lichen to take care of the final steps.

What does it mean now? The company may need to take a detour to collect chips, and the workload will be much greater, and many of them are tedious tasks, all of which are left to the trading department.

Zhao Lichen wanted to die. If he did something like this, he should do it well. If he didn't do it well, he would take the blame. He was stupid and did it all.

"This is the job of the trading department. If there are not enough traders, we will recruit them." Lei Hao looked at Zhao Lichen's "face ashen" and scolded him.

"I will do it well." Zhao Lichen replied. He was a little depressed at first, but when he looked more seriously, he discovered the mystery behind this matter.

It is pressure, test and motivation.

Zhao Lichen's own qualifications are not enough to be in charge of the trading department. During this period, he has been able to survive with everyone's care. However, the current situation of the company requires that only those who are capable rise and those who are mediocre must be inferior. Therefore, if he does this well , gathered and integrated the trading department, then the position of director will continue.

If something goes wrong in the link that Zhao Lichen is responsible for, Xiang Yongze and the others will have to do something. Director, you can continue to do it, but the trading department may need a general manager.

Lei Hao also saw this. From a personal relationship point of view, Zhao Lichen had followed him during the Yingyi period. Of course he wanted to support him; from a company development point of view, if Zhao Lichen was not capable enough, he would continue to let him manage. The trading department seemed to roast him on top of a fire.

"We started fighting openly and secretly as soon as we came back." Lei Hao sighed in his heart, but he also knew that these things were inevitable, so adopting this method of handing out test papers to Yongze was already a great deal of face to the boss.

"The analysis hasn't been done yet, and the conclusion hasn't come out yet. Is it too hasty to assign tasks now?" Lei Hao joked.

There was a burst of laughter in the conference room.

In the end, it was Yu Rong who came to the conclusion, saying: "We believe that Shibor will not exceed 7% regardless of the data for that period, and will probably hover between 6.5% and 7%, provided that..."

"On condition that we don't participate." Xiang Yongze said something very confident.

"Yes, Thunder has a direct channel to enter the interbank lending market." Xia Yibei was the most excited person.

Lei Haocai nodded. With the company's current research and analysis capabilities, he also came up with a figure of 6.5%-7% after focusing on Shibor. I believe other institutions in the industry are not too different.

However, no one should have thought that the central bank would not take action!

This is the key point. Who comes out to clean up the situation every time there is a money shortage? The only answer is the central bank, China’s central bank.

It's like a child who has no pocket money. Every time Yang Ma takes out a few cents to give to everyone, it's hard to imagine that the anger accumulated in Yang Ma's heart has reached the critical point. She wants to slap the buttocks of these disobedient "sons". Let everyone bear the liquidity risk once.

Lei Hao knew this.

"Shibor will exceed 10%! As long as the central bank does not take action, it will definitely exceed 10%! It may even be 15% or 20%." Lei Hao expressed his opinion.

The conference room suddenly fell silent.

No one refuted it immediately. First, Lei Hao's past achievements supported all his views. Second, the prerequisite for Lei Hao's conclusion to come true was that the central bank did not take action.

"There is an obvious shortage of liquidity. It is impossible for the central bank not to take action." Xiang Yongze frowned.

Yu Rong and others also couldn't believe it.

"There was a financial crisis in Russia, and it was also because the interbank lending rate soared, and liquidity risks triggered a systemic crisis. In the end, the index fluctuated too much, and a group of people suffered heavy losses." Yu Rongdao

"China's central bank has many means to ask financial institutions to pay attention to risk control. Saving liquidity and allowing banks to bear risks is a low-ranking means." Tao Liyu said: "With the increasing pressure on the appreciation of the U.S. dollar, the mainland itself There will be a possibility of temporary ischemia.”

"If Shibor surges too much, the interest rates of bank financial products will inevitably rise, and monetary funds will be at risk of being excessively redeemed, which will make it very difficult for us." Xia Yibei was worried, but still said: "Of course, it's obvious The risk is there, and I'm prepared, nothing will happen to the Thunder."

Everyone expressed their opinions, but when Lei Hao said "the central bank will not take action," everyone began to lose confidence.

Who is Lei Hao? He has made mistakes in his analysis of the general direction of the market. This time he said that the central bank would not take action. In everyone's mind, the original probability of the central bank taking action dropped from 99% to less than 50%.

If so, that's hilarious.

Regulators must spank financial institutions, let banks and other institutions take risks, and use market behavior to force the "sons" to consciously deleverage.

Then there is increasing pressure on the appreciation of the US dollar. QE has been canceled and cannot be implemented. European debt will naturally have to kneel down. The Asia-Pacific side must pay attention to liquidity issues. Various emerging economies will also face challenges. All things are connected, and the outline of the financial market Just appeared.

Of course, these are only current analyzes and tentative conclusions, which contain too many variables. Any changes will cause chain reactions. What financial institutions have to do is to make profits or maintain asset values ​​amidst these changes.

For Thunder, preservation of value is of course out of the question. From the very beginning, Thunder’s style has been crazy unilateral hedging. Its desperate approach has frightened everyone inside and outside. Its undefeated record has given the company the right to speak. .

“If the central bank doesn’t step in, what can we do?”

"If the central bank doesn't step in, there's not much we can do."

"If the central bank doesn't take action, we can win!"

"The stock market, futures, foreign exchange market...the most important thing is that Shibor and forward interest rate agreements, CFD and other contract hedging can all become targets!"

Everyone in the conference room had different thoughts. They first subconsciously analyzed the possibility of the central bank not taking action, then sketched out an outline of the financial market after this variable became a certain amount, and finally thought about where the profits were, and they couldn't help but swallow their saliva.

For the current Thunder, small changes are big profit points, not to mention things that may cause violent fluctuations in Shibor. The Thunder has enough channels and power to do hedging, provided that...

Lei Hao's point of view must be correct!