[閒聊] 昨天那根之後 今天國外的分析大概都
主要因為美債殖利率大噴根黃金崩盤
所以大概結論都一樣:
Markets like this are what trading is all about.
The taper theme is in full play and that means weak bonds, lower stocks and a
stronger US dollar. The moves have been big and straightforward so far and it
’s a question of jumping on for the ride or fading moves that go too far.
The main reasons to be cautious here, especially with USD/JPY, are China and
the Fed conditionality. China isn’t in danger of blowing up but the PBOC
sounds like it wants a shakeout and that’s a clear case where the laws of
unintended consequences apply. The Fed conditionality refers to the economic
guidelines they set out for tapering.
The Bernanke rules for tapering will make the market even more sensitive to
incoming economic data. The Fed has been overly optimistic repeatedly
throughout the recovery and that’s a trend I would bet on to continue. That
said, betting against tapering isn’t this week’s trade and it’s probably
not next week’s trade either.
The breakout in 10-year yields is a big deal and gold is headed to the
slaughter house. This is a market that has been searching for a clear theme
and now it’s here, buy the dollar dips
--
Wish that I could cry
Fall upon my knees
Find a way to lie
About a home I'll never see....
It's not easy to be me.....
--
※ 發信站: 批踢踢實業坊(ptt.cc)
◆ From: 211.75.100.10
※ 編輯: ciccio 來自: 211.75.100.10 (06/20 21:03)
→
06/20 21:04, , 1F
06/20 21:04, 1F
→
06/20 21:07, , 2F
06/20 21:07, 2F
※ 編輯: ciccio 來自: 211.75.100.10 (06/20 21:07)
推
06/20 21:08, , 3F
06/20 21:08, 3F
→
06/20 21:14, , 4F
06/20 21:14, 4F
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06/20 21:15, , 5F
06/20 21:15, 5F
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06/20 21:18, , 6F
06/20 21:18, 6F
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06/20 21:32, , 7F
06/20 21:32, 7F
推
06/20 21:58, , 8F
06/20 21:58, 8F
推
06/20 22:41, , 9F
06/20 22:41, 9F
推
06/20 22:50, , 10F
06/20 22:50, 10F
推
06/21 07:14, , 11F
06/21 07:14, 11F
→
06/22 08:51, , 12F
06/22 08:51, 12F
→
06/22 08:52, , 13F
06/22 08:52, 13F
→
06/22 08:53, , 14F
06/22 08:53, 14F
→
06/22 09:08, , 15F
06/22 09:08, 15F
推
06/22 09:50, , 16F
06/22 09:50, 16F
→
06/22 09:50, , 17F
06/22 09:50, 17F
→
06/22 09:51, , 18F
06/22 09:51, 18F
→
06/22 09:52, , 19F
06/22 09:52, 19F
→
06/22 09:55, , 20F
06/22 09:55, 20F
→
06/22 10:38, , 21F
06/22 10:38, 21F
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