我觉得同学们要认清Fed推高通胀的决心

trader88

虽然我们还未知Fed量化宽松的具体金额，但我不认为目前市场已经Price in了，因为Fed说每次要公布具体金额，大约每次是1000亿，但总额无法预知的，Fed也说将会走着瞧。目前欧洲，北美和新兴市场的信贷指标在认真的改善，大量公司的盈利确实在提高，这些也是市场上涨的内在因素。Fed已经给了市场的底，当然我们无法知道这个底是多少，但从市场的走势中还是可见端倪的。目前Russell里的股票还是强，说明风险偏好还没有变。市场在阻力前一定会回调，关键是要明白你是要赚回调的钱，还是利用回调赚未来上涨的钱，还是想着赚心中熊市的钱，策略要清晰才行，通胀是要被Fed推高的，如果没领会错的话，Xing大讲的赚钱对冲未来的购买力损失,就是这个意思吧。

actionverte

虽然我们还未知Fed量化宽松的具体金额，但我不认为目前市场已经Price in了，因为Fed说每次要公布具体金额， ...
trader88 发表于 2010-10-25 22:17

    Thanks a lot

trader88

在补充一点，很快，欧美的经济增长会出现好于预期的情况，商品市场会随之马上冲高，这可能就会出现Xing大讲的油要上100，美股美元同涨，另外估计就业市场在明年也会好转的（7.5-8%），当然，在心中要记着我曾提醒大家的明年欧洲信贷市场的集中发作期。

牛熊

greenback

lwmm

No new industry next 5 years, Apple and other big company will not move their assemble lines back to USA in near future. High unemployment will continue for a while. High unemployment + high inflation will lead to social turmoil.

ppteam

even fool understands Fed tries to push up inflation.
the question is how successful their effort will be.

trader88

even fool understands Fed tries to push up inflation.
the question is how successful their effort w ...
ppteam 发表于 2010-10-25 23:33

    I think fed will no stop until we see meaningful inflation.

colderdown

Tell me how they can do that is way more important than what they want to do. IMHO, I don't agree with Xing this time at all. Strong USD with strong US equity market has only happened once during last 20yrs. QE did not and will not lock the money in US. The same as increase interest rate in China can not contain inflation, simple increase liquitiy can not cause inflation.

mayoutu

美国政府很聪明，推高股市，大家赚钱貌似可以对抗通胀，但是你赚钱了要交30%的税，所以最后还是要还给美国政府，不是吗？买黄金保值是不可能的，你只保了70%的值。

revolver

Like said, it's a currency war. Now it looks US is set to win this war against China. China economy will collapse after its bubble burst. The question now, is if US dollar can still survive after the war, or give up its world currency role back to gold.

suanc2008

宁可信其有啊.

maplayer

买银 AGQ?

oldpigwang

回复 3# trader88
在心中要记着我曾提醒大家的明年欧洲信贷市场的集中发作期。
When is that?

fara

trader88

回复  trader88
在心中要记着我曾提醒大家的明年欧洲信贷市场的集中发作期。
When is that?
oldpigwang 发表于 2010-10-26 12:51

明年3至5月是欧猪各国的集资高峰期，是考验信贷市场的时期。

happywacom

为什么会出现美股美元同涨

flyingatom

Thanks!

dennis