周四和周五的抛售很大 - 您对此有何看法?

总体上,大多数商品昨天和今天都记录了急剧下降。在周四交易会的10个数字下降之后,今天的石油再次跌至94.63,然后恢复到98。它的交易主要在98-102之间。Gold下降到1500以下(无论如何自4月下旬以来形成了向下螺旋状的)。玉米从730-740开始降至680,尽管在美国的关键种植季节中,天气非常不利

那么,商品市场的发生了什么,谁发起了销售?你们认为今年将是2008年的另一个版本吗?

另外,基本(需求和供应)是否像今年早些时候保持强大?当时有利比亚的问题,USD depreciation和争夺面积。现在该做什么?

评论 (12)

11年
Mfoste1, 你怎么看?以下评论:

6月30日靠近(QEII结束),玩家贸易the long bond will begin to exit. Int rates may start to spike, and we can expect volatility to increase. Markets have made an incredible rally since mar 09, i think they could be entering in a topping period. Most important currency pair to watch: Aud/Jpy. Commodities are good to keep a sharp eye on in these types of situations, most notably copper, pms, oil. Equities could make some violent swings here in the next 2 months. I think what a lot of people fail to understand is that during times of excessive market intervention, the market is no longer a function of the economy or earnings, but rather an almost 100% positive correlation to thebalance sheetof the Fed.

想想市场是否以这种方式:现在他们像果汁上的运动员一样,他们表现跑得跑得跑得跑得跑得跑得跑得跑步。那么,当您将它们从果汁中取出时会发生什么?他们的表现不佳。...这非常简单,并且在这类市场中赚钱并不多。看到接下来的三个月的发展将是非常有趣的。最好的办法是观看图表。

11年
Recap, 你怎么看?以下评论:
mfoste1:
6月30日靠近(QEII结束),玩家贸易the long bond will begin to exit. Int rates may start to spike, and we can expect volatility to increase. Markets have made an incredible rally since mar 09, i think they could be entering in a topping period. Most important currency pair to watch: Aud/Jpy. Commodities are good to keep a sharp eye on in these types of situations, most notably copper, pms, oil. Equities could make some violent swings here in the next 2 months. I think what a lot of people fail to understand is that during times of excessive market intervention, the market is no longer a function of the economy or earnings, but rather an almost 100% positive correlation to thebalance sheetof the Fed.

想想市场是否以这种方式:现在他们像果汁上的运动员一样,他们表现跑得跑得跑得跑得跑得跑得跑得跑步。那么,当您将它们从果汁中取出时会发生什么?他们的表现不佳。...这非常简单,并且在这类市场中赚钱并不多。看到接下来的三个月的发展将是非常有趣的。最好的办法是观看图表。

非常好的分析人,谢谢。

就黄金而言,我认为该商品上周达到了顶峰,然后看到了它的校正(这是一个鲜明的校正)。据我了解,它应该落到1470级,直到稳定为止。随着中央银行似乎对打击通货膨胀和美元的收获更加感兴趣,我认为金属不会在近时间看到太多动作。

但是,当QEII确实结束并且美元跌倒时,黄金将会上升。

  • 2
11年
Mfoste1, 你怎么看?以下评论:
Walkio:
mfoste1:
6月30日靠近(QEII结束),玩家贸易the long bond will begin to exit. Int rates may start to spike, and we can expect volatility to increase. Markets have made an incredible rally since mar 09, i think they could be entering in a topping period. Most important currency pair to watch: Aud/Jpy. Commodities are good to keep a sharp eye on in these types of situations, most notably copper, pms, oil. Equities could make some violent swings here in the next 2 months. I think what a lot of people fail to understand is that during times of excessive market intervention, the market is no longer a function of the economy or earnings, but rather an almost 100% positive correlation to thebalance sheetof the Fed.

想想市场是否以这种方式:现在他们像果汁上的运动员一样,他们表现跑得跑得跑得跑得跑得跑得跑得跑步。那么,当您将它们从果汁中取出时会发生什么?他们的表现不佳。...这非常简单,并且在这类市场中赚钱并不多。看到接下来的三个月的发展将是非常有趣的。最好的办法是观看图表。

非常好的分析人,谢谢。

就黄金而言,我认为该商品上周达到了顶峰,然后看到了它的校正(这是一个鲜明的校正)。据我了解,它应该落到1470级,直到稳定为止。随着中央银行似乎对打击通货膨胀和美元的收获更加感兴趣,我认为金属不会在近时间看到太多动作。

但是,当QEII确实结束并且美元跌倒时,黄金将会上升。

你倒退了。什么时候QEends the dollar will rally hard, not plunge. You must think of it in terms of interest rate.QE推动我的费率降低,因此减少对金钱的需求, increasing private investment. When i rates spike the demand for money will increase, decreasing private investment.

了解更多

300+ video lessons across 6 modeling courses taught by elite practitioners at the top investment banks and private equity funds -- Excel Modeling -- Financial Statement Modeling -- M&A Modeling -- LBO Modeling -- DCF and Valuation Modeling -- ALL INCLUDED + 2 Huge Bonuses.

了解更多
11年
双赢, 你怎么看?以下评论:

CME也提出了利润上周日的要求。

I win here, I win there...
11年
Trade4Size, 你怎么看?以下评论:

Look at gold in Euros and you will see its performance hasnt been that great in 2011... its all been in the weak dollar.

“哦,女士们告诉过你,你看起来像是一个他妈的错觉” - 弗兰克·斯劳特(Frank Slaughtery)第25小时。
11年
Junior2012, 你怎么看?以下评论:

how isQEpushing interest rates lower? and what makes you think that bond yields will rise? where are investors going to go if stocks tank?

11年
blastoise, 你怎么看?以下评论:
Junior2012:
how isQEpushing interest rates lower? and what makes you think that bond yields will rise? where are investors going to go if stocks tank?

QE=美联储购买债券推动收益率较低

bond yields will rise if there are no buyers + inflation rises

这就是为什么他们是“投资者”的原因,大声笑。

11年
杠杆作用。, 你怎么看?以下评论:
Junior2012:
how isQEpushing interest rates lower? and what makes you think that bond yields will rise? where are investors going to go if stocks tank?

come on man. the entire goal ofQE是为了推动利率降低。诚实地?

购买大量债券=购买压力=价格上涨=收益率下降。

什么时候QE2 ends, no more buying pressure+potential inflation=yields go up

11年
Junior2012, 你怎么看?以下评论:

http://www.zerohedge.com/article/deja-vu-vu-all-over-again-again-jeff-gundlachs-latest-latest-set-set-contrarian-contrian-observations

see slide 29

最好的回应
11年
marcellus_wallace, 你怎么看?以下评论:

Inventore numquam Quia fugit ut aut aut exeliquam。Possimus possimus natus odio harum tempore。sint Quae Recation Asperiores et esse tenetur fuga odit。Ut Vitae Veniam Enim。

Accusamus accusantium nam odio omnis blanditiis odit et sed。Minima Illum Orror Provident别名。Enim Quo repellat cum et et ipsam。Voluptas veniam et labore perferendis tenetur Autem。自动odit vitae nam omnis esse。

Non nihil tempore ipsa. Ut vitae libero sunt deserunt itaque. Repellat dolorum vitae nulla. Dicta itaque optio sed officia reprehenderit.

开始讨论

职业发展机会

2月ruary 2023万博app网页版

  • Lazard Freres(+ +) 99.5%
  • Jefferies&Company(▽01) 99.1%
  • Lincoln International(▽01) 98.6%
  • 金融技术合作伙伴(▽01) 98.1%
  • 威廉·布莱尔(▲08) 97.7%

Overall Employee Satisfaction

2月ruary 2023万博app网页版

  • Canaccord Genuity(▲04) 99.5%
  • 威廉·布莱尔(▲04) 99.1%
  • Lincoln International(▲10) 98.6%
  • Stephens Inc(▲11) 98.1%
  • Jefferies&Company(▲06) 97.6%

Professional Growth Opportunities

2月ruary 2023万博app网页版

  • Lazard Freres(▲15) 99.5%
  • 金融技术合作伙伴(▲09) 99.1%
  • Lincoln International(= =) 98.6%
  • Jefferies&Company(▽03) 98.1%
  • 威廉·布莱尔(▲01) 97.7%

总平均补偿

2月ruary 2023万博app网页版

  • 导演/MD(6) $ 592
  • 副总裁(25) $ 422
  • 同事(138) $ 262
  • 3rd+ Year Analyst (9) $194
  • 第二年分析师(83) $172
  • 第一年分析师(260) $171
  • 实习/夏季助理(42) $166
  • 实习/夏季分析师(186) $ 91

排行榜See all