There is no doubt that higher interest rate will add pressure to

来源: 12qw 于 2018-02-10 12:18:56 [档案] [博客] [旧帖] [给我悄悄话] 阅读数 : (906 bytes)

回答: 但是现在的很多利润都建立在低息的企业债基础上的。如果利息涨太快可能就不盈利了！你看到一月份的earning是在10年利率2.5左由 beware 于 2018-02-10 11:29:08

However,

1. the interest rate will increase by small amount and gradually rather than a sudden big hike. This will mitigate the impact on companies' earnings;

2. there are companies who borrow because of the borrowing cost is attractive in the past a few years. Adding debt makes their overall cost of capital more efficient. When debt is not as attractive, they can reduce the level of borrowing;

3. a large portion of companies have issued positive outlooks for 2018 in recent earnings release, with earnings running higher. I would imagine cost of capital was considered in their numbers;

The concern of the market right now is the cumulated speculative trading. If there are more things like xiv/svyy happens, correlations between assets get worse in extreme scenarios...

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• 请看了图在说！这几周10国债值利率很多天都是以2%左右的速度在上涨！！ -beware- ♀ (119 bytes) () 02/10/2018 postreply 12:41:42

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