Godfather of Asian's Substack
亞洲教父 Godfather of AsianThe more Asian you are, the more valuable you are
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | a year ago | Last Issue | 7 days ago |
| Active | Language |  Korean | |||
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godfatherofasian.substack.comLatest Issues
EP10 - 交易室實務（四）本土與外資券商 Equity S&T
《亞洲教父》是由兩位分別在銀行及證券交易室工作的好朋友錄製的節目
主題圍繞在 Sales&Trading 領域，我們會分享交易室的實務工作內容與 Career Path，並邀請業內的前輩們前來分享
本集將焦點轉向「券商（Securities）」的內部架構與實務運作，深入探討台資與外資的自營（Prop）與經紀（Flow）團隊、鉅額交易（Block Trade）的暗盤機制、複委託與海外商品供應鏈、量化高頻交易（HFT）的門檻，以及 Flow T...
市況觀察 - 美債 Vol 的定價轉變
10 年美債於 10/1 一度觸及 5.34%，創 2002 年來新高！自美伊開戰以來上漲超過 130 bp（9 月單月就上行約 60 bp），其中實質利率就貢獻約120 bp，剩下的才是來自Breakeven Inflation與Term Premium（如圖 1）
圖 1；Source: Barclays Research
本輪債市拋售，並非能源衝擊使通膨預期脫錨，也不是政府大量發債導致Fiscal Premium上升，與市場熱烈討論的方向有所差異
事實上，通膨預期...
EP9 - 交易室實務（三）台灣外資銀行 S&T 業務、PB 與財工發展
《亞洲教父》是由兩位分別在銀行及證券交易室工作的好朋友錄製的節目
主題圍繞在 Sales&Trading 領域，我們會分享交易室的實務工作內容與 Career Path，並邀請業內的前輩們前來分享
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接續上集對本土銀行 S&T 的討論，本集將視角延伸至外資投行 Headquarters 及在台灣的 Branches，與本土券商的合作關係，並延伸至結構型商品的跨國產業鏈、私人銀行（PB）的崛起，及台灣財務工程人才養成的現況與...
S&T 實務 - FOMC 行情的交易策略與工具
Warsh 接掌 Fed Chair 後，大幅削減前瞻指引，包括聲明稿顯著刪減、拒絕給予未來政策路徑暗示、Reaction Function 定義模糊，甚至還沒提到明年 FOMC 或將從每年 8 次縮減為 6 次、Dots Plot 可能將取消等等。
因此從 2026/7 的 FOMC 可以看到市場開始難以對利率決策凝聚共識，直到會議前，定價利率維持不變機率僅 67%，而升息一碼機率則達 33%，是繼 2024/9 降 1 碼 or 2 碼的定價分歧後、自 Bernanke...
EP8 - 交易室實務（二）Trading Desk 架構與 Funding Desk 資金調度業務
《亞洲教父》是由兩位分別在銀行及證券交易室工作的好朋友錄製的節目
主題圍繞在 Sales&Trading 領域，我們會分享交易室的實務工作內容與 Career Path，並邀請業內的前輩們前來分享
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本集深入探討本土銀行交易室 Trading Desk 及 Funding Desk 的架構，特別是較少為大眾所知的資金調度、Banking Book 投資，與各種金融商品的運作機制。
一、 Trading Desk...
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The more Asian you are, the more valuable you are. Welcome to the fantastic world of FICC Sales&Trading!
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