次贷问题的故事还没讲完,就算次贷的美国版故事讲完了,
亦还有其它国家的不同版本故事可讲,
俺亦对香港,日本这钱太多的两大区域,没有大的次贷故事可讲,感到进惊讶。
有此带来投资者信心的动摇以及避险冲动,
唉,走一步看一步吧。。。。。。
世界最大的保险公司 AIG 与次贷也脱不了干系.
次贷的故事有越讲越“精彩“,越讲越扩大化倾向。
NEW YORK (AP) -- American International Group on Thursday told investors the housing market would have to spiral to Depression-era levels before the insurer would be harmed by its exposure to the residential mortgage market.
Cliff Gallant, equity analyst with Keefe, Bruyette & Woods Inc., estimates that of AIG's $1.034 trillion in assets at June 30, it has some $3 billion to $5 billion that could go bad in subprime defaults -- a thin slice of the overall pool.
It amounts to about $1 per share in exposure, "a reasonable worst-case scenario," he said.
As conditions in the credit market have tightened, investors have been sensitive to any sign of a ripple effect, in which the fallout from defaults on subprime loans would spread to other parts of the lending market. Any news of subprime mortgage or credit problems has sent stock prices reeling; on Thursday, the Dow Jones industrials were down by triple digits on concerns about liquidity in the credit markets.