形势很危急!

日元汇率差不多到了二月底的水平了. 据传BOJ要加息, SUBPRIME, LIQUIDITY DRY UP加上CARRY TRADE UNWINDIING, 雪上加霜啊!!!

FED再不出手, 就真麻烦了.]

现在该怎么办呢? 相信市场, 还是相信基本面? 进退两难啊!
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3 个回答

戚姬顺

jpy破了115之后下一个support在111.5
只好凉拌了 呵呵

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龙亮烟

您是股东吧?
这几天卖空的赚钱赚得笑呵呵。

场外还有大批观战的,

形势危急?

大概也是对股东而言吧。

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毛伯

risky assets are likely to recover. (ZT from UBS report)
At a glance

As risk-aversion swells, the unwinding of carry trades has led low-yielding currencies like the JPY to appreciate sharply, which has sparked another correction in equities and other risky asset classes.

We continue to think the current market reaction is overdone.

While we acknowledge that risk-aversion could spread to the real economy, we think it unlikely at present. We remain overweight on equities vs. fixed income asset classes and neutral on non-traditional asset classes.

In this Investment Strategy Update, we provide a cross-asset-class review of the latest developments and stress why we maintain our asset allocation strategy.

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  • 欧阳鹏希 提出于 2019-07-19 22:10