主题：【原创】当一只乌鸦吧 -- zhuhit
after Thursday selling off, market start liking X's speech, US fxi did well today, on X model's reforming & potential helping out global economic rebalancing;
china stock market likely start a X bull market for a while, with that, 国债 bulls could follow A股 bulls & buy down 国债收益率, in viewing it as a bargain trade, a complete reversal of the past pessimistic expectations, much like draghi's talking up pigs sovereign's yield down, the hedge funds who longed draghi's speech all made money;
the same drama could play out in china too, starting next week
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🙂中国版的QE打了好几轮了 puma2011 字0 2013-11-17 00:34:09
🙂赞同你做乌鸦，就是希望能写得更具体一些。 股玩 字96 2013-11-12 23:03:14
🙂稍微写了两句，如果你对经济感兴趣找书看吧 13 zhuhit 字814 2013-11-13 07:30:20
🙂国债 bulls mayfollow A股 bulls
🙂短期是有可能的 1 zhuhit 字620 2013-11-16 08:45:21
🙂"农村建设用地使用权的流转" vs 地方政府debt 1 晓兵 字1479 2013-11-16 09:57:40
🙂很好，我这一问给你问出10朵花来。 股玩 字59 2013-11-14 07:26:06
🙂明斯克时刻可能快到了 阳弋 字22 2013-11-12 22:53:59