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发表于 2011-2-1 06:16 PM
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谢谢分享,但是看美元指数可能不太有用吧。埃及对美国和欧洲的影响差不多,没道理要美元兑欧元大涨啊。
下面是一段比较让我认可的分析,在Mubarak讲话之后说的
ROBBERT VAN BATENBURG, HEAD OF GLOBAL RESEARCH, LOUIS CAPITAL MARKETS, NEW YORK
"With the momentum going on in the last eight days, the crowd there may not happy with this speech.
The (stock) market may see this as a moment of stability and may act positively on it. This may be the quiet before the storm. I have a suspicion that some are underestimating how much the crowd wants change. I don't see this as a closure to the issue.
I don't expect strength in the dollar even if the Egypt situation deteriorates. The oil market may be a better indicator of the perception on the risk in Egypt.
The bond market is dealing with the extreme steepness between short and long-dated yields. Nothing will really change that dynamic." |
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