i*****d
发帖数: 178 | 1 的 ECB，因为他是直接联系到dollar,-> oil -> stock.
Trichet is hawkish on inflation especially because of oil. If he is smart,
he will only raise 0.25, and hints staying sideline like FED. Then, dollar
will strengthen, and form a temp bottom, oil will go down, and US stock will
go up without payroll data impact.
If he is not smart by hinting strongly another rate hike, dollar will go
down further, oil goes up, and stock down without payroll impact.
The root cause Trichet be hawkish is oil inflation. Anything |
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