原帖由 oldfrog 于 2008-5-14 23:03 发表 给解释解释,好吗?问号太多,青蛙都糊涂了。唉真的是老了。
Ok, I will say something definitely biased.
The CPI number was out and immediately two things happened. S&P futures jumped. People complained that the number was manipulated. In the morning, some bears reluctantly covered their shorts while cursing.
If people truly believed the CPI number, they would not aggressively dump TLT, so it seemed that the consensus was that inflation concern went higher.
VIX, to me, dropped to an unsustainable level, possibly driven by the option players dumping their current month puts. But those trade on VIX take this as a buy-on-dip opportunity, indicating a strong negative sentiment on risk.
Very low down volume is not a good sign at this time, since it will eventually be released to send the market down.
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