随着多家欧洲银行资产创下多年来的新低，前对冲基金经理兼高盛分析师帕尔(Raoul Pal)表示，一些最大的银行面临破产的风险，而这点是大多数投资者现在没有看到的。
帕尔表示，
欧元(1.1075，-0.0031，-0.28%)区银行业问题所带来的负面影响，可能超过中国经济增长放缓以及油价暴跌导致的风险。
身为全球宏观投资者的创始人帕尔认为，这是很多银行股价大幅下跌的原因。人们甚至还没来得及弄明白发生了什么事，这是他担忧的问题。他在分析了这些股票的长期趋势后，觉得未来走势非常可怕，而他已经很长时间没有看到这样的情况了。
帕尔认为，负利率是银行股陷入困境的主要原因。在当前的经济形式下，欧洲银行比美国银行面临的困难更大。
他补充称，欧洲的主要银行已经因为全球经济放缓的忧虑以及银行系统内的问题焦头烂额，而欧洲银行的这些麻烦可能蔓延至美国银行。
他建议在这种情况下，最好看空市常
European banks near 'terrifying' crisis: Raoul Pal
With European banks sitting at multiyear lows, one widely followed market watcher said some of the biggest ones could go bankrupt.
Former hedge fund manager and Goldman Sachs alumnus Raoul Pal said his scenario is one most investors aren't looking at right now.
Pal said the banking issues have the potential to overtake risks associated with China's growth slowdown and cheap oil.
"So many of these [bank stocks] are falling so sharply. I think people haven't even caught up with what is going on, and that really concerns me," the founder of Global Macro Investor told CNBC's "Fast Money" on Tuesday. "I look at the big long-term share charts of them, and I think this looks very terrifying indeed. I have not seen anything like this for a long time."
For Pal, negative interest rates are the chief reason why the bank stocks are in trouble. He said European banks have a tougher time coping in the environment than U.S. banks.
The major European banks, he added, are already being stretched by global worries and issues within the banking system. He said the trouble could spread to U.S. banks.
He suggested going short in this type of market despite a potential "free-fall" scenario.
责任编辑：forex
