Banks remain riddled with toxic assets. This is true however much one chooses to ignore it. One reason for the recent rally in bank stocks was a shift in focus from balance sheets towards the sector's renewed earnings power. Fair enough – banks are making oodles of cash from strong flows and a steep yield curve, and will probably muddle though the upcoming results season.
銀行仍然充斥著有毒資產(chǎn)。無(wú)論人們?nèi)绾芜x擇回避，這一點(diǎn)都確然無(wú)疑。銀行類股最近之所以出現(xiàn)反彈，原因之一在于，投資者的關(guān)注重點(diǎn)從資產(chǎn)平衡表轉(zhuǎn)向該行業(yè)重新獲得的盈利能力。這十分合理——銀行正從強(qiáng)勁資金流和陡峭的收益曲線中賺得大把現(xiàn)金，也許還能安渡即將來臨的業(yè)績(jī)發(fā)布期。
您已閱讀19%（505字），剩余81%（2183字）包含更多重要信息，訂閱以繼續(xù)探索完整內(nèi)容，并享受更多專屬服務(wù)。