E**O
发帖数: 1980 | |
n******h
发帖数: 2482 | 2 And China failed to sell all the debt it hoped to in its Friday auction.
【在 E**O 的大作中提到】
: Q1外贸顺差为144.9亿美元，同比减少近八成.
: http://finance.sina.com.cn/roll/20100410/13047724833.shtml
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l**t
发帖数: 6971 | 3
升息预期。。。
【在 n******h 的大作中提到】
: And China failed to sell all the debt it hoped to in its Friday auction.
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n******h
发帖数: 2482 | 4 Just a small correction -- it's inflation expectation, or rather inflation
reality despite whatever the headline CPI is.
【在 l**t 的大作中提到】
:
: 升息预期。。。
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l**t
发帖数: 6971 | 5
对呀，通胀预期导致升息预期。
【在 n******h 的大作中提到】
: Just a small correction -- it's inflation expectation, or rather inflation
: reality despite whatever the headline CPI is.
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n******h
发帖数: 2482 | 6 Fine. But they are still different things. I'm just putting the causality
in the right place. In addition, I bet the China government has no guts to
raise the interest rate as we all know what's gonna happen. What they'll
do is just to raise bank reserve rate again, which will only create a
temporary dip that allows speculators to buy dip and push the bubble
bigger.
【在 l**t 的大作中提到】
:
: 对呀，通胀预期导致升息预期。
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l**t
发帖数: 6971 | 7
我觉得习李难道就看着温这么吹泡泡，把烂摊子丢给自己？肯定会斗的。看谁斗赢了。
09年底我还以为要适度收缩了，结果温家宝玩儿了个挟诸侯令天子，把泡泡又吹大了。
RMB升值，热钱逃走，顺差减少。为了保N，可能又不得不持续低息，今明两年再吹两年
泡泡。
【在 n******h 的大作中提到】
: Fine. But they are still different things. I'm just putting the causality
: in the right place. In addition, I bet the China government has no guts to
: raise the interest rate as we all know what's gonna happen. What they'll
: do is just to raise bank reserve rate again, which will only create a
: temporary dip that allows speculators to buy dip and push the bubble
: bigger.
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n******h
发帖数: 2482 | 8 It's not that complicated. Really. It'll bust within two years and take
the world down. Fasten your seat belt and enjoy the show.
【在 l**t 的大作中提到】
:
: 我觉得习李难道就看着温这么吹泡泡，把烂摊子丢给自己？肯定会斗的。看谁斗赢了。
: 09年底我还以为要适度收缩了，结果温家宝玩儿了个挟诸侯令天子，把泡泡又吹大了。
: RMB升值，热钱逃走，顺差减少。为了保N，可能又不得不持续低息，今明两年再吹两年
: 泡泡。
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