Stein:
[to Steven as he enters his office for the first time that day, referring to their bond investments overseas]
The spreads are "blowing out" and the way things look in Europe, it could turn into a real bloodbath.
Steven:
So, what are we talking?
Stein:
We're talking at least a hundred and fifty basis points.
Hansen:
Bundesbank will have to tag along, so your Yen and other positions are going to get hammered.
Steven:
So, what's our exposure?
Nolan:
Based on my preliminary model?
Steven:
Yes, no frills.
Nolan:
[implying the worst-case scenario for their investments]
Think Chernobyl.
Riportata da il
05/03/2025 alle ore 08:25
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