Future chat group

"Something must have happened!" Lei Hao was sitting in the office, with a steady stream of documents being passed over, but in his mind he was analyzing the reasons for the discrepancy between reality and future information.

It turns out that RB is also going to raise the issue of QE, but it is Wednesday two days later and now it is Monday, two days ahead of schedule. The meaning is not simple.

According to the current speed of opening positions by both parties, it is very likely that everyone will withdraw from the market on Monday. By Wednesday, the loss of withdrawal will be much greater.

Therefore, when the issue of expanding QE is raised now, it can only be said that it is a war to force peace. The QE two days later will be a war to force war.

"Why has no one contacted me? HSBC? Ketak? Standard Chartered? Prudential? Or even...UFJ and Sumitomo Mitsui, these two poisonous snakes hiding in the dark?" Lei Hao was hesitant.

"There's no point in contacting me. I won't believe them! They won't believe me either!" In just a moment, Lei Hao made up his mind.

Even if others give information and convey their wishes, will Lei Lei believe it? When did financial markets use communication to determine cooperation? There is only profit! All so-called cooperation is based on interests.

With interests, there will be a tacit understanding without communication. Without interests, no matter how much communication there is, it will be in vain.

"But I can still wait for more information." Lei Hao sat down.

Thunder Group, whether it is in the mainland or Hong Kong Island, the investment department and research and analysis department are very busy.

Whenever something unexpected happens, financial institutions always receive a large amount of information, which may be true or false, and is full of variables.

Sometimes, there is some information that your opponents want you to know, and it is mixed with personal information; some information is given to you by your teammates, and mixed with personal information; some information is given to you by the market, and these are the real information. of.

Extracting true and objective market information from the huge information flow requires time, vision and ability.

Why is Thunder so powerful? It's because they used their weak foundation to achieve an undefeated record.

Why was Lei Hao almost deified? The reason is that he can extract useful information from the vast sea of ​​information, and then compress the variables to an almost certain amount, and finally... the final word!

When something unexpected happened, the first reaction of Yu Rong and Zhou Junyun was to find Lei Hao. All the information was converted into data, printed into files, and quickly submitted to Lei Hao's desk. They exerted all their subjective initiative and waited for Lei Hao's trial to finally see whether the market favored their boss as always.

The Thunder are waiting and watching, but the market is not calm.

If an item is worth 100 yuan and has a 10% probability of appreciating to 110 yuan, then 101 yuan is a good purchase. The stock is the spot of the stock index futures, and QE is a signal that is more likely to cause the stock market to rise.

In a short period of time, the Nikkei 225 slowly rose to around 19350, but it was a shrinking increase, and it was unable to explode in this range.

There are no short sellers to close their positions, and no bulls to push up and squeeze out short positions. The market is completely left to the participation of scattered funds, but the trend it presents is not very friendly to short sellers: shrinking and rising.

Lei Hao stayed in the office, analyzing the market trend based on future information, assessing the changes that would occur after his own funds entered the market, and speculating on the truth of the matter.

The speed of information transmission is very fast. By inferring the results of future information, Lei Hao can actually know the context of the matter, but the strange thing about the financial market is that the results are undecided.

Even if it is QE, it will probably fall three times and rise seven times. Sometimes, the market has already digested your QE policy in advance. If the intensity of quantitative easing is not enough, or the results are not good, the market will make its own voice.

This is the situation in Nikkei 225. The era of RB negative interest rates has begun. At this time when the US dollar is appreciating, engaging in QE is a dangerous thing, but RB is not stupid. It has high risks and high expected returns. If it can bear it Withholding pressure can unleash vitality that can stimulate economic growth.

Shanghai Stock Exchange, Taihe Fund.

Yang Lucheng was actually the biggest victim of RBQE's intention. When he heard the news, he was completely stunned. He frantically established a communication channel with Mizuho, ​​but the feedback he received was not satisfactory.

"Mizuho's funds are being transferred out of China, and Thunder's funds will not be able to come in in the short term. But without the constraints of the Asia-Pacific market, Thunder can trade peripheral chips with large institutions for mainland funds at any time. Damn Mizuho, ​​this is a trick on me. "Yang Lucheng had the urge to strangle the RB guy to death.

Many plans were made, but something happened in Nikkei 225, giving the Thunder a chance to withdraw. This is not good news for Taihe.

But Yang Lucheng was not a mediocre person, and he came up with a solution in a short time.

"Mizuho's funds are actually in China?" Lei Hao felt dumbfounded when he saw this information.

Due to China's strict foreign exchange controls, there is a cost for funds flowing into the country from abroad. This is why offshore RMB is "cheaper" than onshore RMB.

Moreover, there are restrictions on funds entering and exiting China. If it is tens of billions of funds, Mizuho will incur a large cost if it is transferred once, and it will also take some time to wait.

Lei Hao knew Mizuho's investment in Nikkei 225 through future information, so he knew that Mizuho's money had been withdrawn from the country and was prepared to deal with Thunder's provocation on Nikkei 225.

So, it is a very simple inference, who is most beneficial to whom this information is spread? The answer is of course Taihe.

First of all, Mizuho's money is still in China, and the available strength in the Asia-Pacific market is reduced. Thunder, please go to Nikkei 225 to cause trouble, and then... Mizuho will naturally take the initiative.

Secondly, Mizuho's money is in China. This news can attract domestic speculators to favor the long side, and scattered bull forces will jump out to take the Thunder's selling orders, which is equivalent to helping Taihe.

The most important thing is that this method does not cost money to use, so why not do it?

This is the so-called information that your opponent wants you to know. In order to confuse the Thunder and achieve his goals, Taihe must be "enthusiastic to help" the Thunder collect information.

Even if institutions such as Mizuho, ​​Keda, and HSBC are giving some signals to Thunderbolt, who dares to believe it? If there is no future information, can Lei Hao tell whether Mizuho's money has flowed out of China?

Normally, it is impossible to determine the flow of funds of an organization and the strength and distribution of its opponents. The best approach is of course to keep investigating and testing.

However, Lei Hao is not a normal organization to begin with, and Lei Hao is not a normal organization leader. He is just talking nonsense and lying. Who wouldn't?

"I know that Mizuho's money is in the Asia-Pacific market, but I can pretend to be confused because I understand."

"Drag third-party funds, and then fight Mizuho! Wait for Mizuho's domestic rivals to take a bite!"

After finally collecting enough information, Lei Hao immediately gave the order to Hong Kong Island: "Add more positions! Sell short! Force Mizuho to come out and contain their energy and funds. RB is not qualified for QE!"