【精选汇总】热门干货、研报、观点和森浦微课堂全在这!(12/15更新)
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,最近森浦微课堂也火热上线啦。
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】解密爆仓传闻,新兵如何变成老兵?by付鹏、谢丹敏
http://qmnews.idbhost.com/news/jczewancao
【观点精选】股债汇三杀,各方评成因及未来走势by任泽平、姜超、董德志等
http://qmnews.idbhost.com/news/jbzrgej0n4
【干货精选】最实用的债券入门知识(附分类解读&承揽承做标准参考)by国联证券
http://qmnews.idbhost.com/news/ja263drtog
【观点精选】阿兰辞(·空仓记)+滚滚隔夜东逝水by石头哥Stone
http://qmnews.idbhost.com/news/jbinmt1rsw
【研报精选】中证登债券质押标准收紧,多方点评市场影响by中信固收明明、兴证固收、华创债券
http://qmnews.idbhost.com/news/jbkxcrppfk
【观点精选】为什么负债越来越贵?——债市已戴上“链条与杠杆”的紧箍咒by交易员春申君
http://qmnews.idbhost.com/news/j82h4rzd34
【研报精选】外资井喷式进入债券市场还有多远?by申万宏源固收龚芳
http://qmnews.idbhost.com/news/j9i83b1o8w
http://qmnews.idbhost.com/news/j8zuaiiv40
http://qmnews.idbhost.com/news/j922h5kjcw
【研报精选】2017年利率策略:债务周期和美元周期共振,债券市场脆弱的平衡by中信明明团队
http://qmnews.idbhost.com/news/j22y03kqv4
【干货精选】信用债市场投资策略和风险分析框架by华创证券李俊江
http://qmnews.idbhost.com/news/j5lwri31fk
【研报精选】从资产荒到负债荒 ,水龙头到底还要紧多久?by天风固收孙彬彬、申万宏源、中信明明团队、兴证固收等
http://qmnews.idbhost.com/news/j504d7bnr4
【干货精选】七大债券品种全解析,企业融资一篇看懂by债市研究
http://qmnews.idbhost.com/news/j543iiwzy8
【观点精选】纪念20161129,资金成荒债市成灾的一天。by Max、窗口说
http://qmnews.idbhost.com/news/j5gs8a3bpc
【研报精选】地产企业交易商协会发债梳理(附可发债房企完整名单)by天风固收孙彬彬
http://qmnews.idbhost.com/news/j4i1vdw7pc
http://qmnews.idbhost.com/news/j13dsedb7k
【干货精选】利率信用债券市场策略篇(附大类资产篇)by华创证券屈庆
http://qmnews.idbhost.com/news/ixk7w3xngg
【干货精选】可转债“揭秘”——期权驱动、价值判断和投资逻辑by中信建投程肯
http://qmnews.idbhost.com/news/iylfievytc
【干货精选】私募EB与打新—类固收产品研究框架by华创证券汤雅文
http://qmnews.idbhost.com/news/j1kbb2mvpc
【研报精选】2017年宏观经济与债券投资策略展望:“川普冲击”构建来年行情by董德志
http://qmnews.idbhost.com/news/iz33sy6pds
【观点精选】城投公司政府债权对债务的保障程度(总论+天津、湖南、重庆、云南、陕西、江西篇)
http://qmnews.idbhost.com/news/iygqtn3o5c
【研报精选】地方政府债务处置预案已出,城投债出路在哪?by天风固收、兴证固收、金融监管研究院
http://qmnews.idbhost.com/news/ixyssistts
【观点精选】鬼知道这一年我是怎么过来的—2016债市回顾by利安人寿曹帅
http://qmnews.idbhost.com/news/ixzf2p2xog
【研报精选】国内高收益债演进、存量债梳理及投资要点全解析by鹏元评级袁荃荃
http://qmnews.idbhost.com/news/iryauwmk8w
【研报精选】理解债市流动性by民生固收李奇霖/梁路平http://qmnews.idbhost.com/news/isibd3qvb4
http://qmnews.idbhost.com/news/itxwwfwg00
【研报精选】监管函已出,地产发债影响几何?by申万宏源孟祥娟、天风固收孙彬彬、兴证固收池光胜、华创债券李俊江
http://qmnews.idbhost.com/news/iqg0d31ukg
【研报精选】这次“钱荒”还会持续多久?by天风固收孙彬彬、中信固收明明、华创债券屈庆、海通宏观姜超等
http://qmnews.idbhost.com/news/ioxz3dilts
http://qmnews.idbhost.com/news/iqjykpsyrk
【研报精选】中国债券市场统计2016年10月版by鹏元评级吴志武、史晓姗、张琦(PDF仅支持电脑端打开)
http://news-back.idbhost.com/news/pdfopen/iriyzn71ts/%E9%B9%8F%E5%85%83%E6%9C%88%E6%8A%A5%EF%BC%882016%E5%B9%B410%E6%9C%88%EF%BC%89%EF%BC%88%E4%BB%85%E5%8C%85%E5%90%AB%E4%BC%81%E4%B8%9A%E5%80%BA%E5%92%8C%E5%85%AC%E5%8F%B8%E5%80%BA%EF%BC%89.pdf
http://news-back.idbhost.com/news/upload/2016/10/21/iliwq7t3wg.htm
【研报精选】为什么要买棚改债?—政府性债务和城投专题研究by孙彬彬团队
http://news-back.idbhost.com/news/upload/2016/10/27/ioft9yfjsw.htm
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【观点精选】承诺函收回震惊业内,严格监管非止贵州一家by深井冰
http://news-back.idbhost.com/news/upload/2016/10/13/ihdrvqk7b4.htm
http://news-back.idbhost.com/news/upload/2016/10/11/igghtyfta9.htm
【观点精选】试议三十年期国债定价by固收汇http://news-back.idbhost.com/news/upload/2016/10/08/ieyjv4m2v4.htm
【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
【研报精选】发行持续升温,评级下调增多——三季度城投债发行及评级调整梳理by孙彬彬团队
http://news-back.idbhost.com/news/upload/2016/10/10/ifw13m80sg.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
【研报精选】信用分化的逻辑:从现金流视角分析by鹏元评级(PDF仅支持电脑端打开)
http://news-back.idbhost.com/news/pdfopen/ifzq83widc/%E4%BF%A1%E7%94%A8%E5%88%86%E5%8C%96%E7%9A%84%E9%80%BB%E8%BE%91%EF%BC%9A%E4%BB%8E%E7%8E%B0%E9%87%91%E6%B5%81%E8%A7%86%E8%A7%92%E5%88%86%E6%9E%90by%E9%B9%8F%E5%85%83%E8%AF%84%E7%BA%A7.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
【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
http://news-back.idbhost.com/news/upload/2016/09/19/i5bunope68.htm
http://news-back.idbhost.com/news/upload/2016/09/19/i5d2jpjbwg.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
http://news-back.idbhost.com/news/upload/2016/09/12/i1upk348ow.htm
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
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
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
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
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
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【干货精选】国债期货研究和投资策略体系by华创证券王文欢
【森浦微课堂】“三元流动性结构”中的择时交易by弘则研究王沛
【干货精选】信用债市场投资策略和风险分析框架by华创证券李俊江
【干货精选】剖析流动性研究框架by华创证券齐晟
【干货精选】私募EB与打新—类固收产品研究框架by华创证券汤雅文
【干货精选】利率信用债券市场策略篇(附大类资产篇)by华创证券屈庆
【干货精选】宏观经济研究之基本面分析、流动性和政策by华创证券屈庆
【干货精选】海外市场宏观经济研究体系与指标解读by华创证券吉灵浩
【森浦微课堂】供给侧改革与利率方向by天风证券孙彬彬
【森浦微课堂】玩“赚”国债期货基础篇(合约要素、定价原理)by兴证固收左大勇
【森浦微课堂】玩“赚”国债期货进阶篇(策略设计、应用方法)by兴证固收左大勇
***货币市场(同业、票据、理财、资管等)***
【情报精选】票交所正式成立,最全票据交易管理办法逐条解读by票友君
http://qmnews.idbhost.com/news/j9ipfzp2io
【研报精选】从资产荒到资金荒:理财业务如何影响流动性by国泰君安银行团队
http://qmnews.idbhost.com/news/j93hc6nw1s
【研报精选】银监会加强表外监管力度,各家解读业务影响by申万宏源、兴证固收、华创债券、金融监管研究院
http://qmnews.idbhost.com/news/j2hmdfg074
【干货精选】史上最全49部银行理财政策精华(资管人必读)by金融监管研究院孙海波、高莉洁(PDF格式仅支持电脑端上打开)
http://news-back.idbhost.com/news/pdfopen/j5jkbzf280/%E5%8F%B2%E4%B8%8A%E6%9C%80%E5%85%A849%E9%83%A8%E9%93%B6%E8%A1%8C%E7%90%86%E8%B4%A2%E6%94%BF%E7%AD%96%E7%B2%BE%E5%8D%8E%EF%BC%88%E8%B5%84%E7%AE%A1%E4%BA%BA%E5%BF%85%E8%AF%BB%EF%BC%89by%E9%87%91%E8%9E%8D%E7%9B%91%E7%AE%A1%E7%A0%94%E7%A9%B6%E9%99%A2%E5%AD%99%E6%B5%B7%E6%B3%A2%E3%80%81%E9%AB%98%E8%8E%89%E6%B4%81.pdf
【干货精选】研报上的“缴税,缴准”对资金的影响你真的懂吗?by窗口说
http://qmnews.idbhost.com/news/irib2gokxs
【干货精选】如何读懂银行间?交易商协会、CFETS、上清所及中债登(更新版)by金融监管研究院许继璋
http://qmnews.idbhost.com/news/ir0kfew4cg
【干货精选】如何挑选好的同业存单?by民生固收李奇霖、梁路平
http://news-back.idbhost.com/news/upload/2016/10/18/ijwh6n8av5.htm
【研报精选】避险趋利,表内表外独爱配债——银行&理财半年报点评by招商固收
http://news-back.idbhost.com/news/upload/2016/09/29/iacy5eb3eo.htm
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【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
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【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
http://news-back.idbhost.com/news/upload/2016/09/07/hzev77ycqo.htm
***森浦微课堂***
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第一期:玩“赚”国债期货基础篇(合约要素、定价原理、策略入门)by兴证固收左大勇
第一期链接:http://www.sumscope.com/event/
第二期:玩“赚”国债期货进阶篇(策略设计、应用方法)by兴证固收左大勇
第二期链接:http://www.sumscope.com/event/c2.html
第三期:供给侧改革与利率方向by天风证券孙彬彬
第三期链接:http://www.sumscope.com/event/c3.html
第四期:“三元流动性结构”中的择时交易by弘则研究王沛
链接:http://www.sumscope.com/event/c4.html
***创新产品&衍生品(国债期货、PPP、CDS、SDR、ABS等)***
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【研报精选】立足“资产支持”、ABN“重装上阵”——《非金融企业资产支持票据指引(修订稿)》点评by招商固收周岳
http://qmnews.idbhost.com/news/jcm8ve1khs
【研报精选】基差扩大反映了啥?—国债期货基差变动与现券走势梳理by天风固收孙彬彬团队
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【研报精选】别只看方向,国债期货组合策略有“红包”by兴证固收左大勇、唐跃
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【研报精选】固定收益衍生品策略周报:尘归尘,土归土,利率还会向下走by国信宏观固收董德志 柯聪伟
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【研报精选】国债期货基于价格、持仓量的策略by国信固收研究董德志、柯聪伟
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【干货精选】漫画一个爱情故事,读懂PPP的来世今生by三折人生http://news-back.idbhost.com/news/upload/2016/10/13/ihgvxmdibk.htm
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【研报精选】企业去杠杆出文,多方点评债转股by申万宏源、国泰君安、中信建设、票友君
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【干货精选】委外业务起源、运作模式及筛选标准by天风证券、国君、中信建投等
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【观点精选】正确认识信用衍生产品:CDS不是做空工具by xiehe
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【观点精选】市场对债转股的常见误解及有关建议by国泰君安王剑
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【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
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【观点精选】更深入的逻辑—美元加息动力并不强,人民币贬值压力已不大by Alex
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【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
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【干货精选】金融网红“区块链”,老司机带你漫读!by三折人生
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【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
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【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)
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【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
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【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
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【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
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【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
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【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
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【观点精选】骑白马的人未必就是唐僧,加了息的耶伦未必就转鹰by一瑜中的
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【观点精选】2017年资产泡沫依然难破,改革破局在哪?by李迅雷、姜超
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【研报精选】经济稳、货币紧、利率承压,多家点评11月PMI数据by兴证固收、天风固收、申万宏源固收、中信明明
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【观点精选】A君的策略——静悄悄的20万亿by The Attractor
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【观点精选】过去高估人民币是错误,现在过度看空是更大的错误by马光远
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【观点精选】人民币距“破7”一步之遥,如何保住你的钱袋子?by玄甲资管谢超
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【干货精选】宏观经济研究之基本面分析、流动性和政策by华创证券屈庆
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【观点精选】人民币贬值不休,资本、利率和信用如何走?by海通宏观、华创债券、民生宏观、中信固收、磐安基金钱恩平
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【观点精选】川普上台,全球经济影响几何?by华创债券、中信建设、申万宏源、广发宏观等
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【研报精选】海外市场宏观经济研究体系与指标解读by华创证券吉灵浩
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【干货精选】发改委、银监会&上交所最全房企融资政策解读by金融监管研究院孙海波、许继璋
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【研报精选】监管升级下的资管业生态格局展望by申万宏源孟祥娟
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【观点精选】更深入的逻辑—美元加息动力并不强,人民币贬值压力已不大by Alex
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【观点精选】货币超发导致房价暴涨吗——别忘了房子也在创造货币by李迅雷
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【干货精选】宏观交易入门(Monetary Economics)by熊猫的小本本
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【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
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【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
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【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
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【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
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【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
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【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
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【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
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【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
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【干货精选】中国的支付清算体系是怎么玩的?by AllenChen
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【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
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【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
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【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
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【国债期货】Cheapest to Deliver, Best to Offer(有声版)
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【干货精选】我国FOF配置思路、私募FOF业绩统计7种方式等by玄甲资管
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【观点精选】价格的革命|对全球资产配置的思考(中文版)by洪灝
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【研报精选】17年通胀前高后低,地产销售同比下降4%by弘则研究
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【观点精选】美帝大选、人民币贬值、资本外流,你测流动性了吗?影响几何呢?by窗口说
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【观点精选】房地产最大的危险不是价格泡沫,而是制度扭曲by马光远
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【观点精选】你在享受资产泡沫?你在寻找接盘侠!by米筐投资A先生
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【观点精选】身为屌丝,你的逆袭需要一次资产泡沫!by米筐投资A公子
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【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
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【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
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