v******g
发帖数: 1651 | | N******r
发帖数: 642 | 2 not yet. dollar is going to rip, risk assets will drop further | v******g
发帖数: 1651 | 3 不懂阿, dollar最近不是一直跌阿跌的, commodities应该涨才对阿
为啥是risk asset?
【在 N******r 的大作中提到】
: not yet. dollar is going to rip, risk assets will drop further
| N******r
发帖数: 642 | 4 commodities, stocks and currencies with high yields are all risk assets,
which tend to move together against US dollar in general. One good example
is S&P and Crude Oil. Therefore, from a macro standpoint, it all boils down
to the dollar trade (risk on/risk off).
this month such correlation was broken down and i *guess* the reason was the
wall street jammed up all the prices of risk assets last dec to mark their
books which leads to a pull-back regardless of dollar moves, same thing
happened in the first month of the last year. when will the correlation
revert back to normal i don't know. |
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