在各种情绪集中塞满的鸡飞狗跳的一个月，墙裂坛特别邀请到两位香港资深债券基金经理给大家解读最近发生的几个“鬼故事”，以及解读近期市场的异动。事情真的已经过去了吗？·AMA嘉宾·郑朗、大卫文·AMA话题·1） “鬼故事”还没结束：从SilverGate，SVB，Signature，First Republic，瑞信，到德银——谁会成为下一张多米诺骨牌？现在的情况到底有多糟糕？2）美国、欧洲和全球银行越究竟有多危险？详解硅谷银行事件的前因后果3）为什么美国小银行50%以上的资产都是容易面临巨大久期风险长期固定利率资产？作为对比，中国的银行业90%以上的按揭贷款都是浮动利率？4）回顾瑞银瑞信事件：AT1是什么？亚洲和欧洲AT1的区别？AT1近期交易异动解读（八卦）5）瑞士可能还面临着来自AT1持有人的法律挑战吗？6）联储会转向吗？已经转向了吗？量宽又开始了吗？7）对亚洲市场的影响— End —主播与嘉宾 | 郑朗 大卫文 肖小跑编辑 | 坛子，添加坛子微信（BKsufe）
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