美国金融帝国宣告终结

自由的像风

不知道紫光能否分析一下，雷曼兄弟和美林投行的终结，对加拿大房市和黄金市场意味着什么？
. A- C* x" L' e) s２００８年９月１５号将是一个具有历史意义的日子

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雷曼破产申请显示负债6130亿美元

: h1 e4 Y  s% y% G7 F4 g; P【MarketWatch纽约9月15日讯】雷曼兄弟控股公司(LEH)周一上午提交的破产申请显示其目前负债超过6000亿美元。
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该行现有总计6130亿美元的负债，而其总资产为6390亿美元。
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- ^. ~. P5 l% {$ E3 V$ s; T该行向纽约南区联邦破产法院提交的申请显示其有超过10万个债权人，其中最大的是花旗集团(C)和Bank of New York Mellon Corp.(BK)，后者是雷曼大约1380亿美元的高级债券的契约受托人。

Bank of New York还被列为第二和第三大债权人，对120亿美元的高级债务和50亿美元的初级次顺位债务拥有索偿权。
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% R: ^0 p  G& Z. g) N" s这份破产申请还显示，AXA、ClearBridge Advisors和Fidelity Investments的母公司FMR是雷曼最大的3个股东。

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依勒特

Circle these days on your calendar. They will long be remembered, especially by those Polyannas in the housing biz who have been trying to mislead consumers for their own gain.
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, }- C$ f9 d: K. I" k, ^' eThe housing crisis in North America created a financial crisis, which spawned denial, and has now blossomed into nuclear winter. As I write this, the fourth-largest private investment bank in the US, Lehman Brothers, is being flushed away into insolvency. Mighty Merrill Lynch is about to disappear, and the vastly important insurer, AIG, is staggering.

This comes after the collapse earlier this year of Bear Stearns, and the shocking government takeover of Freddie and Fannie just days ago. This also arrives against a backdrop of a still-declining real estate market, a looming sea change in American politics and a rapidly slowing global economy.
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7 L8 {4 @; i6 kTo conclude: Holy crap.
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The full implications of this can’t be clearly seen by anyone at the moment, but I’d say this is what Canadians can expect:

The stock market will be hammered, eroding the value of every investor’s portfolio, RRSP and pension. This brings household wealth down, drops confidence and is nothing but negative news for real estate as liquidity is drained away in financial losses.
Credit is going to be a lot harder to find. Banks on both sides of the border have already pulled their horns in a little, and that can only accelerate. Look for far tighter restrictions on loans and mortgages to new borrowers, to builders, for renovation and lines of credit.
$ D8 R9 W( r+ I6 d* d: YAn inevitable result is a sharp acceleration in the decline of the Canadian market. Without a steady flow of new investors and buckets of borrowed money, there is no alternative, especially in real estate markets where prices are unsustainable – Vancouver and Victoria, for example.
' m, k) r( K( }5 {Further restrictions on mortgage lending mandated by government. In this environment of declining equity, allowing buyers to finance 95% of the purchase prices, is like shooting carp in a tub.
6 E) L  M- a+ wThe descent of prices will quicken. With about 90,000 resale listings currently on the market – the highest ever – and this financial crisis spilling over from the south, along with a very costly winter setting in, many sellers will be motivated to bail for a far lower asking price.
. ?) x! o: q/ Y9 {$ eThose Canadians who thought we could end up with a five-month adjustment, after the Americans have been through a three-year Armageddon, had better think again. This is just the beginning, pushed along by big events like those unfolding on Wall Street and in Washington this week.

Circle these days. You’ll want to recall when the lights started failing.

依勒特

老杨

原帖由 依勒特 于 2008-9-15 12:55 发表
金融中心将由华尔街转到whyte Avenue

是一万年以后吧？

每天一点

也可能是今晚就ok了，梦中

Touareg

原帖由 依勒特 于 2008-9-15 12:55 发表

转也是Jasper Avenue吧。

howardx

原帖由 老杨 于 2008-9-15 13:02 发表
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是一万年以后吧？

一万年太久,只争朝夕

潇洒哥

中国股市推倒重来，由上海取替他吧。

老杨

原帖由 Touareg 于 2008-9-15 22:02 发表

5 d/ P' d2 b; J转也是Jasper Avenue吧。

4 Y% w, M" @+ f说不定是kingsway avenue呢。