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发表于 2010-1-20 01:14 PM
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今天美元的走强是 one time only event, USD 的基本面不支持其长期走强。
同样,今天市场的pullback 也是受到美元头寸走强所致, carry trade 获利平仓拉低大盘。
My view -- "don't chase the weakness ...
yaobooyao 发表于 2010-1-20 11:41 
Dollar up today is because Greece is killing Euro now. The Dollar up move started when Dubai's financial trouble revealed. European banks loaned too much money to Dubai recent years and got burned badly. Now market is speculating which country is next after Greek and Dubai. Is it Ireland, Spain, Italy, or Portugal? They're all on the list. |
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