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“央妈”让重要机构签保密协议?“资金狗”还得扛过3月最后一周!
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Topic: “央妈”让重要机构签保密协议?“资金狗”还得扛过3月最后一周! (Read 110 times)
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“央妈”让重要机构签保密协议?“资金狗”还得扛过3月最后一周!
November 28, 2017, 04:40:46 PM
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本周资金面迎来大考之时,市场传出中国央行要求直接交易对手方签保密协议的消息,对此业内主流观点认为,3月末资金面仍不大可能好转,3月之后市场的关注焦点将是中小银行的天量同业存单。 本周四市场消息称,本周央行已要求直接交易对手方、主要指公开市场业务一级交易商的相关知情人员签署保密协议,避免“资金涨价”等可能的利空消息扩散至全市场。 知情人士向中国证券报解释,央行此举主要为了防止有关“是否放了粉(指MLF、SLF、TLF等各种粉)、放了多少粉、多少价钱放的粉”等各种敏感消息扩散到整个资金市场,从而避免可能出现的“误读”、“过度解读”,乃至避免加重某些特定时刻的恐慌。 然而,有资深从业人士认为,这种特殊手段实际作用似乎不大。因为在资金面高度敏感的时刻,央行当天是否临时放了钱、以多少价格放了多少钱,都会在大行之后的资金拆借交易中反映出来。在市场传导机制绝大多数时间内都会非常有效的情况下,凭借机构敏锐的嗅觉,央行预计很难做到真正的“保密”。MPA大考临近 “央妈”未解资金市场渴 从今年一季度起,中国央行正式将表外理财纳入广义信贷测算范围,当季末审慎评估体系(MPA)考核中,广义信贷基本涵盖了银行全部表内外资产。此前路透还援引消息称,部分银行已收到通知,央行在今年一季度MPA考核中取消了宏观审慎资本充足率考核容忍度指标,这意味着在“一票否决”的“资本和杠杆情况”指标下,分值为80分的“资本充足率”只有两档:A档(80分)和C档(0分)。 在上周央行上调公开市场操作利率后,受严格的MPA考核、货币政策收紧预期和季末因素等影响,本周资金面持续紧张,本周前三天,央行连续向银行间市场投放流动性,净投放1100亿元,但仍未满足市场的资金需求,资金利率仍快速上行。 3月23日本周四,上海银行间同业拆放利率(Shibor)连续第三个交易日全线上行。隔夜品种上涨0.63BP至2.6570%,7天期Shibor上涨1.60BP至2.8070%。1个月和3个月品种分别报4.447%和4.4396%,均创下近两年新高。 对于3月最后一周的资金面前景,分析师普遍不乐观。 招商银行分析师刘东亮预计,随着月底来临,未来资金面阶段性紧张仍会出现。华创证券固定收益研究团队认为,除五大行外的大部分商业银行均将面临很大的考核压力,MPA考核对资金面和债市的扰动恐怕才刚刚开始。光大证券等机构的分析观点也指出,在3月结束前,资金利率波动加大仍将是大概率事件。 前海再保险投资管理部副总裁于广南预计,以农商行、城商行为代表的中小银行天量同业存单,依然是影响未来市场资金面稳定的重磅“暗雷”。 于广南指出,截至3月23日,商业银行同业存单总量高达7.5万亿元,占65万亿债券市场总规模的11%。这些同业存单大多期限都属于3个月、6个月的短期品种,到期续发的压力很大,且存在期限错配的问题,一旦纳入MPA考核,将势必会对资金市场和债券市场产生剧烈冲击。
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