b*****e
发帖数: 1125 | |
m******t
发帖数: 2416 | 2
Fed is clearly making room and sending signals for overnight rate hikes.
In my mind, it's two-fold and bulls and bears can spin it either way:
1. Fed is confident enough that the economy can now stand on its own.
2. Fed is so worried about its balance sheet (and in turn the dollar) that
it can't wait for things to get better before doing it.
At any rate, it's pretty exciting to see the euro and pound both
make literally a 100 pips free fall.
【在 b*****e 的大作中提到】
: rt
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K****D
发帖数: 30533 | 3 It can't be good for the S&P, that's how I understand it, hehe.
I am glad I didn't buy SPY before market close.
【在 b*****e 的大作中提到】
: rt
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s********n
发帖数: 1962 | 4 no big deal.
【在 b*****e 的大作中提到】
: rt
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b*****e
发帖数: 1125 | 5 I was actually thinking of add positions before mkt close.
【在 K****D 的大作中提到】
: It can't be good for the S&P, that's how I understand it, hehe.
: I am glad I didn't buy SPY before market close.
|
b*****e
发帖数: 1125 | 6 It's a deal for currency traders who may like USD come back.
【在 s********n 的大作中提到】
: no big deal.
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h****h
发帖数: 1168 | 7 feels great since just locked rate yesterday.
【在 b*****e 的大作中提到】
: rt
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n******h
发帖数: 2482 | 8 +1
【在 s********n 的大作中提到】
: no big deal.
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N********n
发帖数: 8363 | 9 Back 2 back near death auctions on 10Y and 30Y bonds spooked Fed to do so.
http://www.mitbbs.com/article/Stock/32611221_3.html
【在 m******t 的大作中提到】
:
: Fed is clearly making room and sending signals for overnight rate hikes.
: In my mind, it's two-fold and bulls and bears can spin it either way:
: 1. Fed is confident enough that the economy can now stand on its own.
: 2. Fed is so worried about its balance sheet (and in turn the dollar) that
: it can't wait for things to get better before doing it.
: At any rate, it's pretty exciting to see the euro and pound both
: make literally a 100 pips free fall.
|
o*****c
发帖数: 241 | 10 Nothing is significant for equity market, but history told us these were
super good trades after first discount rate hike for a while.
sell russell 2000 and buy SP 500 for 6 months;
buy crude futures for 10 days;
buy copper futures for 20 days;
sell treasury yield curve(10Year-3Month) for 6 months;
Pick the ones you feel comfortable. Good luck.
【在 b*****e 的大作中提到】
: rt
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b*****e
发帖数: 1125 | 11 Got your idea of 1st and 4th. What to do with those commodity trade?
【在 o*****c 的大作中提到】
: Nothing is significant for equity market, but history told us these were
: super good trades after first discount rate hike for a while.
: sell russell 2000 and buy SP 500 for 6 months;
: buy crude futures for 10 days;
: buy copper futures for 20 days;
: sell treasury yield curve(10Year-3Month) for 6 months;
: Pick the ones you feel comfortable. Good luck.
|
o*****c
发帖数: 241 | 12 It is just a statistical analysis of what global macros or spread have done
after rate hikes. Copper's fwd 20 day return were all up after the events.
It is not a super long-term trade which might need some fundamental resasons
to support. Crude and copper both have good starts today.
【在 b*****e 的大作中提到】
: Got your idea of 1st and 4th. What to do with those commodity trade?
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b*****e
发帖数: 1125 | 13 I understand what you are saying.
But for trading startegy from stat analysis, you need trade consistently
with sound explanation of the behaviour.
A single trade is still too risky. :)
done
resasons
【在 o*****c 的大作中提到】
: It is just a statistical analysis of what global macros or spread have done
: after rate hikes. Copper's fwd 20 day return were all up after the events.
: It is not a super long-term trade which might need some fundamental resasons
: to support. Crude and copper both have good starts today.
|
