F*****d 发帖数: 2848 | 1 哥认为天朝不可能咽下这口气,肯定会出招打击美股,美股八月肯定会再次出现暴跌。 |
I*3 发帖数: 7012 | 2 你还没上船?
【在 F*****d 的大作中提到】 : 哥认为天朝不可能咽下这口气,肯定会出招打击美股,美股八月肯定会再次出现暴跌。
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F*****d 发帖数: 2848 | |
F*****d 发帖数: 2848 | 4 刚才是最好的点,现在烧还不晚。
【在 F*****d 的大作中提到】 : 反弹基本到位,可以烧了。
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B*Q 发帖数: 25729 | |
a*****y 发帖数: 33185 | |
F*****d 发帖数: 2848 | 7 一个月后看谁🐏
【在 B*Q 的大作中提到】 : 图样图森破
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t******e 发帖数: 2504 | 8 早了点。
这波反弹,恐怕至少要到spx2950以上, 就是串到spx3000附近也不足为奇。 |
a****e 发帖数: 1840 | |
F*****d 发帖数: 2848 | 10 现在离2950仅20个点而已。
要相信下爆起来会非常迅猛,宁可早点下手。
【在 t******e 的大作中提到】 : 早了点。 : 这波反弹,恐怕至少要到spx2950以上, 就是串到spx3000附近也不足为奇。
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t******e 发帖数: 2504 | 11 势头还在, 5min/15min图上还没显颓势, 也没有放量。
至于显颓势后的下跌, 可能是非常迅猛, 也有可能拉起来形成旗形, 那就还有的是
折腾。
【在 F*****d 的大作中提到】 : 现在离2950仅20个点而已。 : 要相信下爆起来会非常迅猛,宁可早点下手。
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F*****d 发帖数: 2848 | 12 我的系统显示该烧了
【在 t******e 的大作中提到】 : 势头还在, 5min/15min图上还没显颓势, 也没有放量。 : 至于显颓势后的下跌, 可能是非常迅猛, 也有可能拉起来形成旗形, 那就还有的是 : 折腾。
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x*********4 发帖数: 1 | 13
【在 t******e 的大作中提到】 : 势头还在, 5min/15min图上还没显颓势, 也没有放量。 : 至于显颓势后的下跌, 可能是非常迅猛, 也有可能拉起来形成旗形, 那就还有的是 : 折腾。
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l**a 发帖数: 1 | 14 sometimes 拿衣服
【在 B*Q 的大作中提到】 : 图样图森破
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I*3 发帖数: 7012 | 15 什么牛逼系统还知道“天朝不可能咽下这口气,肯定会出招打击美股”
【在 F*****d 的大作中提到】 : 我的系统显示该烧了
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F*****d 发帖数: 2848 | 16 昨天有人跟哥烧没?
【在 F*****d 的大作中提到】 : 我的系统显示该烧了
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t******x 发帖数: 55 | 17 美股是政治问题,现在有PPT国家队,专门巡逻护盘
只有国家队撑不住,才会大跌
债务上限提高,美联储发债,可能很快银行现金流会紧张,不QE股市就会崩盘 |
l**a 发帖数: 1 | 18 狸狸姐姐说话不觉明厉的样子
美联储发债,可能很快银行现金流会紧张。。。股市就会崩盘
为啥
【在 t******x 的大作中提到】 : 美股是政治问题,现在有PPT国家队,专门巡逻护盘 : 只有国家队撑不住,才会大跌 : 债务上限提高,美联储发债,可能很快银行现金流会紧张,不QE股市就会崩盘
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t******x 发帖数: 55 | |
F*****d 发帖数: 2848 | 20 国家队是啥?
【在 t******x 的大作中提到】 : 美股是政治问题,现在有PPT国家队,专门巡逻护盘 : 只有国家队撑不住,才会大跌 : 债务上限提高,美联储发债,可能很快银行现金流会紧张,不QE股市就会崩盘
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t******x 发帖数: 55 | 21 The Fed may have launched its first easing cycle since 2007 and liquidity-
sapping quantitative tightening may finally be over, but Powell may have a
much bigger problem on his hands - one which has nothing to do with China,
and everything to do with a dramatic drain of liquidity in the market over
the next two months.
We first hinted at this last week when we noted that as part of the recently
completed debt ceiling deal, instead of taking its time in replenishing the
cash balance (green line in the chart below), the US Treasury will scramble
to rebuild its cash balance up to $350 billion, from today's level of $133
billion (gray line), a process which as we said last Wednesday will "
significantly tighten up liquidity in the banking system and potentially
result in turmoil in funding and money markets as the world is flooded with
an issuance of T-Bills" as the Treasury seeks to fill the $217 billion cash
hole, which will lead to a substantial liquidity withdrawal from the broader
financial system as shown in the following Nordea chart.
The problem, in a nutshell, is that traditionally such a rapid liquidity
withdrawal leads to weaker risk appetite, a far stronger USD and lower
treasury yields, while widening the LIBOR/OIS spread and further depressing
the already negative EURUSD cross-currency basis.
While we cautioned about all this last week (even before the FOMC
announcement), it appears that our appreciation of just how severe this
problem may be for the Fed and capital markets was overly optimistic,
because according to a new analysis by Bank of America's Mark Cabana, the
Fed may have no choice but to resume Quantitative Easing and start expanding
its balance sheet again - potentially as early as 4Q - in order ease
funding pressures expected during the coming wave of Treasury supply. |
l**a 发帖数: 1 | |
l**a 发帖数: 1 | |
F*****d 发帖数: 2848 | 24 这意思难道不是说财政部的政策在打击股市么?
recently
the
scramble
【在 t******x 的大作中提到】 : The Fed may have launched its first easing cycle since 2007 and liquidity- : sapping quantitative tightening may finally be over, but Powell may have a : much bigger problem on his hands - one which has nothing to do with China, : and everything to do with a dramatic drain of liquidity in the market over : the next two months. : We first hinted at this last week when we noted that as part of the recently : completed debt ceiling deal, instead of taking its time in replenishing the : cash balance (green line in the chart below), the US Treasury will scramble : to rebuild its cash balance up to $350 billion, from today's level of $133 : billion (gray line), a process which as we said last Wednesday will "
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t******x 发帖数: 55 | 25 年底提高债务上限是床铺搞得吧
美联储没有预先准备那么多钱,现在为了债务上限搞钱,搞就会大量抽走银行流动性,
导致资金紧张,和雷曼那时候类似
再加上现在的各种不利因素,到时候手忙脚乱再QE,市场已经崩了
【在 F*****d 的大作中提到】 : 这意思难道不是说财政部的政策在打击股市么? : : recently : the : scramble
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F*****d 发帖数: 2848 | 26 确切地说,国家队在试图搞垮股市
【在 t******x 的大作中提到】 : 年底提高债务上限是床铺搞得吧 : 美联储没有预先准备那么多钱,现在为了债务上限搞钱,搞就会大量抽走银行流动性, : 导致资金紧张,和雷曼那时候类似 : 再加上现在的各种不利因素,到时候手忙脚乱再QE,市场已经崩了
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