【精选汇总】热门干货、研报、观点全在这!(9/28更新)

2016-09-28 14:07:18 森浦头条

【森浦头条】订阅号自开通以来,一直致力于分享最新鲜、最实用的业内干货、研报和观点。

为方便大家查看到往期内容,头条君现将热点内容以标题加链接的方式整理如下,查看单篇内容,请点击标题或在浏览器内复制下方链接打开阅读。

 

***债券***

【观点精选】放贷款不如买利率债,老司机带你从银行中报视角看债券配置by东昌路码头老司机

http://news-back.idbhost.com/news/upload/2016/09/23/i7by1lli4g.htm

【观点精选】“负债为王”时代,从银行中报视角看债券配置by东昌路码头老司机

http://news-back.idbhost.com/news/upload/2016/09/26/i8v5ta1wcg.htm

【干货精选】可交换债——四张图看懂条款博弈的进退取舍 by程肯

http://news-back.idbhost.com/news/upload/2016/09/22/i6xaeo8k5c.htm

【研报精选】大类资产配置新探索:“货币+信用” 风火轮by国信固收研究(PDF版仅支持电脑端打开)

http://news-back.idbhost.com/news/pdfopen/i5vklk7dhc/%E5%A4%A7%E7%B1%BB%E8%B5%84%E4%BA%A7%E9%85%8D%E7%BD%AE%E6%96%B0%E6%8E%A2%E7%B4%A2%EF%BC%9A%E8%B4%A7%E5%B8%81%E4%BF%A1%E7%94%A8%E9%A3%8E%E7%81%AB%E8%BD%AEby%E5%9B%BD%E4%BF%A1%E5%9B%BA%E6%94%B6%E7%A0%94%E7%A9%B6.pdf 

【观点精选】债券交易的新变化by楚海澎

http://news-back.idbhost.com/news/upload/2016/09/19/i5bunope68.htm

【研报精选】年底到期哪些债券值得关注?by招商固收

http://news-back.idbhost.com/news/upload/2016/09/19/i5d2jpjbwg.htm

【研报精选】辽宁贿选有多严重?(附涉及债券列表)by光大固收研究

http://news-back.idbhost.com/news/upload/2016/09/18/i4tqepy0hs.htm

【研报精选】发行量继续回升,发行利率涨跌互现——中国债券市场发行统计分析报告by鹏元评级(PDF版仅支持电脑端打开)

http://news-back.idbhost.com/news/pdfopen/hzfkiz0oow/%E5%8F%91%E8%A1%8C%E9%87%8F%E7%BB%A7%E7%BB%AD%E5%9B%9E%E5%8D%87%EF%BC%8C%E5%8F%91%E8%A1%8C%E5%88%A9%E7%8E%87%E6%B6%A8%E8%B7%8C%E4%BA%92%E7%8E%B0%E2%80%94%E2%80%94%E4%B8%AD%E5%9B%BD%E5%80%BA%E5%88%B8%E5%B8%82%E5%9C%BA%E5%8F%91%E8%A1%8C%E7%BB%9F%E8%AE%A1%E5%88%86%E6%9E%90%E6%8A%A5%E5%91%8A%EF%BC%882016%E5%B9%B48%E6%9C%88%E4%BB%BD%EF%BC%89.pdf

【研报精选】2016年债券市场级别变动报告by中诚信国际

http://news-back.idbhost.com/news/upload/2016/09/12/i1upk348ow.htm

【观点精选】老司机趣解公司债券那些事儿(续) by郑闻菜

http://news-back.idbhost.com/news/upload/2016/09/07/hzbfdot1c0.htm

【研报精选】收与放的边缘——43号文后城投债发行政策再梳理by招商固收

http://news-back.idbhost.com/news/upload/2016/09/07/hzch7xcm4g.htm

【干货精选】债券组合管理实务 最靠谱交易宝典 by江苏银行张喆

http://news-back.idbhost.com/news/upload/2016/08/16/hoackbwq9s.htm

【干货精选】史上最全债券分类解读(信用债、利率债、类固收产品等) by国联证券研究所

http://news-back.idbhost.com/news/upload/2016/08/23/hrwhvjjjeo.htm

【观点精选】收益率仍在4%以上的城投债且行且珍惜 by诺兰

http://news-back.idbhost.com/news/upload/2016/08/23/hrs1bh1dkw.htm

【干货精选】为什么我们要投资债券?如何投资债券? by伍治坚

http://news-back.idbhost.com/news/upload/2016/08/15/hnuui0ekn4.htm

【观点精选】时间与空间的博弈 by温州银行董超

http://news-back.idbhost.com/news/upload/2016/08/22/hrar8h01ds.htm

【研报精选】涨时疯狂,跌时绝望,真的好吗? by兴证固收研究

http://news-back.idbhost.com/news/upload/2016/08/24/hsb1zreubk.htm

【研报精选】121家房企信用资质得分排序及相关债券可投资指数 附配置选择 by鹏元评级

http://news-back.idbhost.com/news/upload/2016/08/16/hoeg9ncd1c.htm

【干货精选】「地方债」是怎么运转的? by向南飞

http://news-back.idbhost.com/news/upload/2016/08/02/hh9ds5xjwg.htm

【研报精选】近期地产债跟踪—阳光下的泡沫 by明明债券研究团队

http://news-back.idbhost.com/news/upload/2016/08/31/hvu4l9p62o.htm

【研报精选】辽宁省区域经济和偿债能力分析 by中诚信国际

http://news-back.idbhost.com/news/upload/2016/09/01/hwbe7yfi80.htm

【观点精选】当我们关注产业债,最应重视这三个财务指标 by诺兰

http://news-back.idbhost.com/news/upload/2016/09/05/hye56oulfk.htm

【干货精选】各类债券发行条件一览(2016.08.31更新)by金融监管研究院 (PDF版仅支持电脑端打开)

http://news-back.idbhost.com/news/pdfopen/hyesdi4ef4/%E5%90%84%E7%B1%BB%E5%80%BA%E5%88%B8%E5%8F%91%E8%A1%8C%E6%9D%A1%E4%BB%B6%E4%B8%80%E8%A7%88.pdf 

【研报精选】2016年1-8月中国债券市场统计 by鹏元评级(需电脑端打开,pdf版)  

http://news-back.idbhost.com/news/pdfopen/hwxm5fwoow/%E9%B9%8F%E5%85%83%E6%9C%88%E6%8A%A5%EF%BC%882016%E5%B9%B48%E6%9C%88%EF%BC%89.pdf

 

***货币市场(同业、票据等)***

【研报精选】2016年1-7月同业存单发行市场统计报告

http://news-back.idbhost.com/news/upload/2016/09/23/i7d9lq0kxs.htm

【观点精选】头寸的传说,老司机漫画趣说!by三折人生

http://news-back.idbhost.com/news/upload/2016/09/19/i5fm2ibbb4.htm

【干货精选】一文读懂同业市场资金面分析框架by民生证券

http://news-back.idbhost.com/news/upload/2016/09/14/i2u66yusxs.htm

情报精选】历史性央行224文逐条解读,交易主体扩大到全银行间,电票直贴无需纸质发票by票友君

http://news-back.idbhost.com/news/upload/2016/09/08/hzt3oaybcw.htm

【干货精选】同业业务风险特征及应对研究  by吴悦

http://news-back.idbhost.com/news/upload/2016/08/16/hoepjrfjls.htm

【研报精选】同业存单市场现状:规模与供求 by中投固收

http://news-back.idbhost.com/news/upload/2016/08/30/hvbcazfym8.htm

【观点精选】同业投资严格穿透、表外理财、委外、委托贷款资本计提新规全文解读!by金融监管研究院

http://news-back.idbhost.com/news/upload/2016/08/31/hvysahmdq8.htm

【干货精选】银行同业业务六大模式总结 by图解金融

http://news-back.idbhost.com/news/upload/2016/09/07/hzev77ycqo.htm

 

***创新产品&衍生品***

【研报精选】CDS的前世今生和原理实例全解析by国信固收研究

http://news-back.idbhost.com/news/upload/2016/09/28/i9vi1vl3i8.htm

【观点精选】CDS能否缓释信用风险,关注其费率是否市场化by中泰债券刘琛

http://news-back.idbhost.com/news/upload/2016/09/27/i9ctc4hxj4.htm

【干货精选】金融网红“区块链”,老司机带你漫读!by三折人生

http://news-back.idbhost.com/news/upload/2016/09/23/i7cnm2nim8.htm

【干货精选】利率互换(IRS)价值分析及应用策略by申银万国研究所债券部

http://news-back.idbhost.com/news/upload/2016/09/23/i7fyfbb2f4.htm

【干货精选】做空还是保护?万字长文说透CDS!by招商证券、国泰君安、金融监管研究院(PDF版仅支持电脑端打开)

http://news-back.idbhost.com/news/pdfopen/i8zebdhtds/%E6%9C%80%E6%96%B0%E4%B8%AD%E5%9B%BD%E7%89%88CDS%E4%B8%87%E5%AD%97%E8%AF%A6%E8%A7%A3%E6%B1%87%E6%80%BB%E7%AF%87.pdf

【干货精选】可交换债——四张图看懂条款博弈的进退取舍 by程肯

http://news-back.idbhost.com/news/upload/2016/09/22/i6xaeo8k5c.htm

【干货精选】最火模式PPP前世今生&案例详解by兴业证券孟杰、房大磊

http://news-back.idbhost.com/news/upload/2016/09/21/i6dbiwyoe8.htm

【干货精选】SDR与Hibor价格启示:利率和汇率的一体两面(附赠利率&汇率换算excel表格)by胡光耀

http://news-back.idbhost.com/news/upload/2016/09/13/i2c1ajrwg0.htm

【干货精选】国债期货:四两能否拨千斤? by程肯

http://news-back.idbhost.com/news/upload/2016/09/02/hwufxikwlc.htm

【干货精选】全球FOF深度研究报告 by 格上理财

http://news-back.idbhost.com/news/upload/2016/09/08/hzy3bf17nk.htm

【干货精选】ABS投资价值及信用分析 by华创债券

http://news-back.idbhost.com/news/upload/2016/08/10/hle5ofpuyo.htm

【干货精选】中国版CDS重启,全面解构信用衍生品的前世今生 by程肯

http://news-back.idbhost.com/news/upload/2016/08/31/hvteqfw1s0.htm

【干货精选】一文看懂SDR债券 by戴时清、赵偲涵

http://news-back.idbhost.com/news/upload/2016/09/01/hwdzjrwxds.htm

【干货精选】 SDR“纸黄金”的六问六答与SDR 计价资产的优势劣势分析 by中诚信国际

http://news-back.idbhost.com/news/upload/2016/08/08/hkdbz0tdz4.htm

 

***宏观&工具***

【观点精选】新的悬崖临近:新兵淡定和老兵焦虑by付鹏

http://news-back.idbhost.com/news/upload/2016/09/28/i9vt5hboxs.htm

【研报精选】楼市疯狂,房地产公司财报需修正分析by兴证固收

http://news-back.idbhost.com/news/upload/2016/09/27/i9ct5x7qpt.htm

【观点精选】美联储推迟冒险,只为等待中国?by雷思海

http://news-back.idbhost.com/news/upload/2016/09/22/i6u58pnchs.htm

【干货精选】宏观交易入门(Monetary Economics)by熊猫的小本本

http://news-back.idbhost.com/news/upload/2016/09/20/i5xk84xwqo.htm

【研报精选】美日央妈继续宽松,多方评论年末或将加息 by海通宏观、申万宏源、中信固收、国信宏观固收、华创债券

http://news-back.idbhost.com/news/upload/2016/09/22/i6ut9jssu8.htm

【观点精选】别把央妈不当回事,全球利率可能正从负利率区间浮出by刘煜辉

http://news-back.idbhost.com/news/upload/2016/09/20/i5xzf046ww.htm

【观点精选】富人更富、穷人更穷——这才是全球负利率的根源by海通姜超

http://news-back.idbhost.com/news/upload/2016/09/21/i6btor4dfk.htm

【观点精选】近期人民币汇率走势展望与操作建议by张裕民

http://news-back.idbhost.com/news/upload/2016/09/18/i4vbvivu2o.htm

【干货精选】银行各类计算公式(9月15日更新)by金融监管研究院

http://news-back.idbhost.com/news/upload/2016/09/18/i4xp7atf5s.htm

【观点精选】跨越时空的思考:反思金融杠杆之殇by刘煜辉

http://news-back.idbhost.com/news/upload/2016/09/08/hzun3n3g8w.htm

【研报精选】去杠杆剑指何处?从理财为企业低成本融资买单谈起 by华创债券

http://news-back.idbhost.com/news/upload/2016/09/13/i2cmkqfshs.htm

【观点精选】钱都去哪儿了?这篇文章说透了!by海通姜超

http://news-back.idbhost.com/news/upload/2016/09/13/i2f5yn93b4.htm

【干货精选】高大上的货币政策是神马?6表6图教你读懂TA! by程肯

http://news-back.idbhost.com/news/upload/2016/09/06/hyy1acimtc.htm

【观点精选】二谈“去杠杆”和“经济”的真实对标 by王超

http://news-back.idbhost.com/news/upload/2016/09/02/hwvyszvjls.htm

【研报精选】救亡图存:美联储回归与全球治理体系之变革 byMFI金融研究

http://news-back.idbhost.com/news/upload/2016/09/05/hyccl9tqf4.htm

【干货精选】分析资金面平衡的关键要素(1.8w字剖析央行、银行与企业三层资产) by华润银行王超

http://news-back.idbhost.com/news/upload/2016/08/09/hkwvnf2cqo.htm

【干货精选】金融各类计算公式汇总 by资管君

http://news-back.idbhost.com/news/upload/2016/08/24/hsamxsnqww.htm

【干货精选】中国的支付清算体系是怎么玩的?by AllenChen

http://news-back.idbhost.com/news/upload/2016/08/24/hsdwjbfpxc.htm

【干货精选】一篇文章教你分清资管、私募、信托计划 by图解金融

http://news-back.idbhost.com/news/upload/2016/09/06/hywnfjhyio.htm

【干货精选】连续3天14天期逆回购!一文读懂央妈货币政策工具(公开市场操作、SLO、SLF、MLF和PSL)by中国FICC

http://news-back.idbhost.com/news/upload/2016/08/26/htbi6es3r4.htm

【干货精选】核心要点在手,一篇搞定年报! by图解金融

http://news-back.idbhost.com/news/upload/2016/08/22/hra8xzj56o.htm

【研报精选】2016版中国地方政府评级手册之地级市篇 by国泰君安团队

http://news-back.idbhost.com/news/upload/2016/08/22/hrdkraq9ds.htm

 

***QB功能***

【QB宝典】V2.8亮点汇总,从心出发,更懂你的需求

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【线上资金】一键群发、智能匹配,躺着平头寸就靠TA!

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【国债期货】Cheapest to Deliver, Best to Offer(有声版)

http://e.eqxiu.com/s/rSBuFvGH

【线下同业】精选同业理财&线下资金优质报价

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***其它投资理财***

【观点精选】和尚买房说明啥?by伍治坚

http://news-back.idbhost.com/news/upload/2016/09/27/i9i05bcikg.htm

【观点精选】该不该在你的城市买房?——边际杠杆率或许比整体杠杆率更重要by春申君

http://news-back.idbhost.com/news/upload/2016/09/12/i1tn5w24n4.htm

【观点精选】基金投资注意这几点,告别“人傻,钱多,速来”! by伍志坚

http://news-back.idbhost.com/news/upload/2016/08/02/hh924615hc.htm

【观点精选】如何最优化配置海外资产? by伍治坚

http://news-back.idbhost.com/news/upload/2016/08/25/hsxfio1czk.htm

 


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10750    银行间现券万人交易大群 (现券交易群)

10851    线下同业一波流         (线下同业交易群)

11015    银行间逗比集散地       (轻松闲聊群)

11019    银河间债券交易群       (债券交易群)

11072    债券交易交流群         (债券交易交流群)