Some Fairytale Bliss 09.06.2018 Thur, Sunny， Air Perfect Summary：意大利预算问题继续搅动欧洲市场，市场似乎理解意政府要价并不高，英德在脱欧立场上做出重大让步的消息（后被德国以外交辞令予以否认）提振欧洲资产。美股受科技股高管面临国会质询而有所调整。新兴市场有可能短期企稳，但是提示美股风险的大机构队伍还在扩大。 Euro Session: Asian bourses dropped in a sea of red led by jakarta comp(-4.52%) as EM pain persisted. EM FX and Fixed income continue under stress. $Asia firmly bid across the region with the high yielders IDR and INR the focus of attention. EU was telling a quite different story from EM bleeding. Trapped in the deep water of Italy , single items from all the related could easily incent volatile into the market. Early in the morning, Salvini said "ITALY'S LEAGUE TARGETS 2019 DEFICIT SLIGHTLY ABOVE 2%" .It is the “opening bid” for what the government is asking for and there will have to be a back and
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This Time is Really Different !
This Time is Really Different ! 09/10/2018, Mon, Sunny, Air Polluted Summary：欧美股市均因Trump贸易战言论收跌，而美债收益率则受超预期的AHE数据大幅上行。本周长端美债发行加速，周末税法关于美国公司加大养老金投资的条款过期，但警惕利率下行。 Euro Session: The surprising weakness of Germany July trade and IP punched down EUR and GBP at the moment Tokyo closed. Soon after that, EUR and GBP reversed losses and reached day-high, which astounded me quite a lot. EURUSD seemed to find itself in the middle of no man’s land once again, which resisted to any external incentives naturally. During the early part of EU session, here came he news that EU is open to discussing other backstops to withdrawal agreement helped GBP to gain territory. It seems that the UK and EU will attempt to get agreement on the Withdrawal Agreement even if the goal for a deal having slipped to N
This Time is Really Different !
Some Fairytale Bliss
Some Fairytale Bliss
Glitch in the Matrix
Glitch in the Matrix 08.24.2018， Fri， Sunny ， Air Perfect Summary：EU bull cheered on strong PMI and then hit badly by the strong rebound of green paper. The rest was pretty quiet ahead of JH symposium. Euro Session: Most Asia equities more or less shrugged off the mutually imposing tariffs on 16bn imports made while USDCNY reacted vehemently by decreasing more than 200 pips. The following sessions after Tokyo time were heavily loaded with all three Markit PMI. Both EU equities and EGBs opened cautiously before those headlines. But the fast weakening of CNY did put pressure on EUR and GBP, even the better France PMI could not reverse the downtrend. Until 3:30, the stronger GE PMI finally reversed some loss. The edge higher EC PMI capped the rebound at 4:00, which pleased the equities
Glitch in the Matrix
Could Fed be Compromised ?
Could Fed be Compromised ? 08/21/2018.Tue, Sunny, Air Polluted Summary：Market recovered from trade tension and take Trump's words in a decently serious way at least in UST market. Euro Session: A share spent most of the session in a weak tone until the report that CSRC called strategists from security companies to review the present market, with the leading of blue chips, CSI finally close in positive territory. Around 4 o'clock in the afternoon, there came the report that China state funds, or the so-called national team, said to buy blue-chip stocks to stabilize market! "Guojiadui" did catch the market off guard this time. After EU session stepped in, most EU equities edged higher while EGBs almost flat. BTP spreads volatility had continued to weigh on FTSE MIB performance
Could Fed be Compromised ?
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