e****9 发帖数: 51 | 1 It has nothing to do with Trump comments, his comments are much earlier and
FXI dropped much less than SPY.
It has nothing to do with curve flattening/inversion. If so equity market
would not react as this is some big news since the curve close to inversion
for a while and it does not make sense to believe the casual relationship of
recession and financial market is out of sync.
It is just pull back from two big squeezes last week and plus natural bear
flow.
Don't over think here. |
p**********7 发帖数: 519 | 2 Yeah, sure, nothing to do with any ONE thing! After all, it is AI-controlled
robots' era... Robots are cold-blooded with sole purposes of chasing numbers
/profits by following pre-defined parameters from their human being masters.
.. hahahahaha |
h*********t 发帖数: 385 | 3 如果跟贸易战有关人民币也会崩,但是没有
yield curve确实也不是突发新闻
就是机器人搜关键词搞的鬼
and
inversion
of
【在 e****9 的大作中提到】![](/moin_static193/solenoid/img/up.png) : It has nothing to do with Trump comments, his comments are much earlier and : FXI dropped much less than SPY. : It has nothing to do with curve flattening/inversion. If so equity market : would not react as this is some big news since the curve close to inversion : for a while and it does not make sense to believe the casual relationship of : recession and financial market is out of sync. : It is just pull back from two big squeezes last week and plus natural bear : flow. : Don't over think here.
|
s*********k 发帖数: 1 | 4 人民币不是一个流动性充足/market efficient的金融产品,尤其是离岸人民币,央行
为了限制做空抽走了太多流动性
[在 hugefacecat (巨脸猫) 的大作中提到:]
:如果跟贸易战有关人民币也会崩,但是没有
:yield curve确实也不是突发新闻
:就是机器人搜关键词搞的鬼
:and
:inversion
:☆ 发自 iPhone 买买提 1.24.08 |
s*********k 发帖数: 1 | 5 我的意思是,人民币的走势可能要相当一阵子才能看出来。在这样一个中国央行高度控
盘且最近可能波动率因新闻而大幅提升的市场,最理性的做法显然是谨慎地边观望边轻
仓交易
[在 steingatehk () 的大作中提到:]
:人民币不是一个流动性充足/market efficient的金融产品,尤其是离岸人民币,央行
:为了限制做空抽走了太多流动性 |