c*y
2 楼
because mkt is/was disappointed with Draghi's reactions on potential
deflation
twice in a row.
he thinks it's in controls. while inflation is anchored at 0.7-0.8%
sooner or later, it will be worsen with euro strength.
also, ECB should use QE, not reduce rate which is almost zero already.
This wait and see tongue might confirm the stupidity of ECB in near future.
Some from ECB started to talk down euro this morning again.
【在 L*******n 的大作中提到】
: 美元也不怎么跌，好像没有看多欧元的新闻啊。有什么合理的解释吗？
deflation
twice in a row.
he thinks it's in controls. while inflation is anchored at 0.7-0.8%
sooner or later, it will be worsen with euro strength.
also, ECB should use QE, not reduce rate which is almost zero already.
This wait and see tongue might confirm the stupidity of ECB in near future.
Some from ECB started to talk down euro this morning again.
【在 L*******n 的大作中提到】
: 美元也不怎么跌，好像没有看多欧元的新闻啊。有什么合理的解释吗？
L*n
3 楼
i see. 就是说Draghi上台来靠忽悠扭转的局势快忽悠不下去了咯？
那岂不是又是一轮欧元危机？
qe对ecb 来说还是有点难以实现吧。。。
【在 c*******y 的大作中提到】
: because mkt is/was disappointed with Draghi's reactions on potential
: deflation
: twice in a row.
: he thinks it's in controls. while inflation is anchored at 0.7-0.8%
: sooner or later, it will be worsen with euro strength.
: also, ECB should use QE, not reduce rate which is almost zero already.
: This wait and see tongue might confirm the stupidity of ECB in near future.
: Some from ECB started to talk down euro this morning again.
那岂不是又是一轮欧元危机？
qe对ecb 来说还是有点难以实现吧。。。
【在 c*******y 的大作中提到】
: because mkt is/was disappointed with Draghi's reactions on potential
: deflation
: twice in a row.
: he thinks it's in controls. while inflation is anchored at 0.7-0.8%
: sooner or later, it will be worsen with euro strength.
: also, ECB should use QE, not reduce rate which is almost zero already.
: This wait and see tongue might confirm the stupidity of ECB in near future.
: Some from ECB started to talk down euro this morning again.
c*y
4 楼
it's said to be in their toolbox.
I think it's doable but not with treasury.
which treasury they will buy? ge? fr? it's not like us, only one
gov bond market.
mostly likely they will buy ABS if they have to implement a qe.
I doubt Draghi is willing to, but he might have to if we see another
round of eurozone crisis.
【在 L*******n 的大作中提到】
: i see. 就是说Draghi上台来靠忽悠扭转的局势快忽悠不下去了咯？
: 那岂不是又是一轮欧元危机？
: qe对ecb 来说还是有点难以实现吧。。。
I think it's doable but not with treasury.
which treasury they will buy? ge? fr? it's not like us, only one
gov bond market.
mostly likely they will buy ABS if they have to implement a qe.
I doubt Draghi is willing to, but he might have to if we see another
round of eurozone crisis.
【在 L*******n 的大作中提到】
: i see. 就是说Draghi上台来靠忽悠扭转的局势快忽悠不下去了咯？
: 那岂不是又是一轮欧元危机？
: qe对ecb 来说还是有点难以实现吧。。。
L*n
5 楼
多谢评论
看着还是无解的样子，不到危机没有团结的动力。
那你对时间点有什么看法吗？
【在 c*******y 的大作中提到】
: it's said to be in their toolbox.
: I think it's doable but not with treasury.
: which treasury they will buy? ge? fr? it's not like us, only one
: gov bond market.
: mostly likely they will buy ABS if they have to implement a qe.
: I doubt Draghi is willing to, but he might have to if we see another
: round of eurozone crisis.
看着还是无解的样子，不到危机没有团结的动力。
那你对时间点有什么看法吗？
【在 c*******y 的大作中提到】
: it's said to be in their toolbox.
: I think it's doable but not with treasury.
: which treasury they will buy? ge? fr? it's not like us, only one
: gov bond market.
: mostly likely they will buy ABS if they have to implement a qe.
: I doubt Draghi is willing to, but he might have to if we see another
: round of eurozone crisis.
p*x
6 楼
技术图形上看，欧元美元都在相对于日元波动，欧日的波动幅度更大一些。
欧日基本跟股市大盘反相关。
不过个人预期欧日很快将短期见顶，～144.2附近吧。。。
【在 L*******n 的大作中提到】
: 美元也不怎么跌，好像没有看多欧元的新闻啊。有什么合理的解释吗？
欧日基本跟股市大盘反相关。
不过个人预期欧日很快将短期见顶，～144.2附近吧。。。
【在 L*******n 的大作中提到】
: 美元也不怎么跌，好像没有看多欧元的新闻啊。有什么合理的解释吗？
p*o
7 楼
乌克兰危机折射美国有心无力，欧元重新产生很大贸易盈余，以后欧元也会回归1.5才
能让美欧贸易平衡
能让美欧贸易平衡
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