s******r
发帖数: 5309 | 1 Usually it will. This year it maybe a little different. First, we just
witnessed a very unusual September,
meaning that the usual may not apply this year. Second, the fed had assured
its ultra easy monetary policy,
meaning several things: 1) dollar carry trade will continue; 2) weak dollar
will be helpful to US exports; 3)
inflation pressure; 4) poor bond return. Third, the widely expected
republican take over is considered
positive in wall street, and the market should try to price in this
posi | o****e
发帖数: 4946 | 2 顶分析～～
assured
dollar
【在 s******r 的大作中提到】
: Usually it will. This year it maybe a little different. First, we just
: witnessed a very unusual September,
: meaning that the usual may not apply this year. Second, the fed had assured
: its ultra easy monetary policy,
: meaning several things: 1) dollar carry trade will continue; 2) weak dollar
: will be helpful to US exports; 3)
: inflation pressure; 4) poor bond return. Third, the widely expected
: republican take over is considered
: positive in wall street, and the market should try to price in this
: posi
| r*m
发帖数: 16380 | | o****e
发帖数: 4946 | 4 来点分析行不？
【在 r*m 的大作中提到】
: 必须的！
| C****a
发帖数: 1639 | 5 in april, people are also super optimistic about US economy. But a few bad
news can completely break the fragile confidence in investors. Many
analysts are still projecting euro going down to 1.20 by the end of this
year. So, the sentiment can turn around very rapidly.
We are not in a secular bull, we are in a cyclical bear.
assured
dollar
【在 s******r 的大作中提到】
: Usually it will. This year it maybe a little different. First, we just
: witnessed a very unusual September,
: meaning that the usual may not apply this year. Second, the fed had assured
: its ultra easy monetary policy,
: meaning several things: 1) dollar carry trade will continue; 2) weak dollar
: will be helpful to US exports; 3)
: inflation pressure; 4) poor bond return. Third, the widely expected
: republican take over is considered
: positive in wall street, and the market should try to price in this
: posi
| C****a
发帖数: 1639 | 6 or, don't talk about double-dip right now, because we have not come out from
the first dip yet.
bad
【在 C****a 的大作中提到】
: in april, people are also super optimistic about US economy. But a few bad
: news can completely break the fragile confidence in investors. Many
: analysts are still projecting euro going down to 1.20 by the end of this
: year. So, the sentiment can turn around very rapidly.
: We are not in a secular bull, we are in a cyclical bear.
:
: assured
: dollar
| s******r
发帖数: 5309 | 7 I don't feel particularly bullish, but comparing with the sentiment in April
, the market is much less edgy. Just
look at how the market responds to the disappointing news in September, you
will see. Currently, most stock
prices are reasonable. There can be some drops because of profit taking, as
we see today, but it is not
something to worry about right now. The major issue that prevents the market
going higher is the federal
deficit, which would not go away any time soon. So I feel the market
【在 C****a 的大作中提到】
: in april, people are also super optimistic about US economy. But a few bad
: news can completely break the fragile confidence in investors. Many
: analysts are still projecting euro going down to 1.20 by the end of this
: year. So, the sentiment can turn around very rapidly.
: We are not in a secular bull, we are in a cyclical bear.
:
: assured
: dollar
| t***e
发帖数: 3601 | 8 Stock only has one direction---up. Cause US and Europe start printing money
like nuts. |
|
