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[讨论] 疯牛真的能持续吗,让我们看看下个星期

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发表于 2009-7-23 06:28 PM | 显示全部楼层 |阅读模式


新屋销售 - 都去买foreclosure了,还去买新屋么。
消费信心 - 上次都出乎意外的跌了,那么这次呢。
房屋价格 - 你说呢?
Initial Claim - 今天的丑被房屋销售盖住了,那么下周呢。
GDP - Big one.

Jul 27 10:00 AM New Home Sales Jun - NA 355K 342K -
Jul 28 9:00 AM Consumer Confidence Jul - NA 48.7 49.3 -
Jul 28 9:00 AM S&P/Case-Shiller Home Price Index May - NA -17.80% -18.12% -
Jul 28 9:00 AM S&P/CaseShiller Home Price Index May - NA NA -18.12% -
Jul 29 8:30 AM Durable Orders Jun - NA -0.5% 1.8% -
Jul 29 8:30 AM Durables, Ex Transportation Jun - NA 0.1% 1.1% -
Jul 29 10:30 AM Crude Inventories 07/24 - NA NA -1.80M -
Jul 29 2:00 PM Fed's Beige Book - - - - - -
Jul 30 8:30 AM Initial Claims 07/25 - NA 585K 554K -
Jul 31 8:30 AM GDP-Adv. Q2 - NA -1.5% -5.5% -
Jul 31 8:30 AM Core PCE Q2 - NA 2.4% 1.6% -
Jul 31 8:30 AM Chain Deflator-Adv. Q2 - NA 1.0% 2.8% -
Jul 31 8:30 AM Employment Cost Index Q2 - NA 0.3% 0.3% -
Jul 31 9:45 AM Chicago PMI Jul - NA 42.0 39.9 -
Jul 31 10:00 AM Employment Cost Index
发表于 2009-7-23 06:34 PM | 显示全部楼层
thx
回复 鲜花 鸡蛋

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发表于 2009-7-23 06:37 PM | 显示全部楼层
ding
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发表于 2009-7-23 06:54 PM | 显示全部楼层
Hithere, you forgot check bond auction next week. take a look starts tomorrow, how many bonds will be put on auction.
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发表于 2009-7-23 07:09 PM | 显示全部楼层
本帖最后由 coldcold 于 2009-7-23 20:10 编辑

QQQ可否展开说一下,这个对股市好还是坏?多谢了!

4# QQQ
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发表于 2009-7-23 07:48 PM | 显示全部楼层
I remembered one report said because the trading deficit was low in the past few months, the GDP could give a positive surprise.
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发表于 2009-7-23 08:02 PM | 显示全部楼层
新屋销售 - 都去买foreclosure了,还去买新屋么。
消费信心 - 上次都出乎意外的跌了,那么这次呢。
房屋价格 - 你说呢?
Initial Claim - 今天的丑被房屋销售盖住了,那么下周呢。
GDP - Big one.

Jul 27 10:0 ...
hithere 发表于 2009-7-23 19:28


下周如果太差就说, ooops, 比预测的要强哈, 结果还是大涨
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发表于 2009-7-23 08:27 PM | 显示全部楼层
本帖最后由 QQQ 于 2009-7-23 21:29 编辑

there is no way markets go up next week with all those auctions
could easily sell off all of todays gains and some more
bulls better hope some auction does not fail

http://market-ticker.denninger.n ... ction-Schedule.html

70 day CMBs, $30 billion (tomorrow)
13 week Bills, $32 billion (July 27th)
26 week Bills, $31 billion (July 27th)
52 week Bills, $27 billion (July 28th)
2 year Notes, $42 billion (July 28th)
5 year Notes, $39 billion (July 29th)
7 year Notes, $28 billion (July 30th)
19 year, 6 month TIPS (reopened), $6 billion (July 27th)

That's two hundred thirty-five billion dollars over the next week!
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发表于 2009-7-23 08:27 PM | 显示全部楼层
下周如果太差就说, ooops, 比预测的要强哈, 结果还是大涨
风清扬 发表于 2009-7-23 21:02


牛和熊都吃过这个亏呀!
不过GDP 的数据很可能是利多,08和大本近期底气很足,包括对失业率的预计都较乐观,应该是已看到相当一部分数据,心里有底。
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 楼主| 发表于 2009-7-23 08:36 PM | 显示全部楼层
there is no way markets go up next week with all those auctions
could easily sell off all of todays gains and some more
bulls better hope some auction does not fail

http://market-ticker.denninger ...
QQQ 发表于 2009-7-23 21:27


That's right. I forgot this part. If dollar conintues to fall, nobody can expect bonds will be sold at good price. Bull had better not forget averagely 10.5b bonds need to be sold everyday the rest of this year. And also, if dollar falls too hard, Chinese government will take some action to avoid devaluation of their US bonds.
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发表于 2009-7-23 08:44 PM | 显示全部楼层
that is why USD didn't fall a penny even when SPX up 25 points! and FX finally took action and kicked bulls off the stage at the end, Take a look at JPY:USD and EUR:USD action entire day, FX traders didn't buy today's run up at all.

I expect we will see DXY move starts Monday if not tomorrow, in preparing for bond auction next week, if this is ture, today is a bull trap.
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发表于 2009-7-23 08:47 PM | 显示全部楼层
Q sister, thank you sooooooooooooo much!

做熊真苦呀!

that is why USD didn't fall a penny even when SPX up 25 points! and FX finally took action and kicked bulls off the stage at the end, Take a look at JPY:USD and EUR:USD action entire day, FX traders d ...
QQQ 发表于 2009-7-23 21:44
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发表于 2009-7-23 08:48 PM | 显示全部楼层
3x
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发表于 2009-7-23 08:50 PM | 显示全部楼层
=
there is no way markets go up next week with all those auctions
could easily sell off all of todays gains and some more
bulls better hope some auction does not fail

http://market-ticker.denninger ...
QQQ 发表于 2009-7-23 21:27


I was alwasy tricked why the bond still got a very high demand in the past a couple of months.
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发表于 2009-7-23 08:51 PM | 显示全部楼层
现在的消息比三月RALLY时的消息更差吗?PULLBACK会有,但说现在是顶以上所列理由不充足,今天是BREAKOUT,不是CLIMAX TOP,我以为BUY DIP IS STILL THE GAME, 当然我这是边远山区乡镇企业的看法。
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发表于 2009-7-23 08:53 PM | 显示全部楼层
that is why USD didn't fall a penny even when SPX up 25 points! and FX finally took action and kicked bulls off the stage at the end, Take a look at JPY:USD and EUR:USD action entire day, FX traders d ...
QQQ 发表于 2009-7-23 21:44

thx
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发表于 2009-7-23 08:54 PM | 显示全部楼层
I'm with you.
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发表于 2009-7-23 09:35 PM | 显示全部楼层
下周都是重量级的reports
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发表于 2009-7-23 09:48 PM | 显示全部楼层
SDS, the logic is not right "现在的消息比三月RALLY时的消息更差吗?"

in 三月, mkt is 45% below current price tag
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发表于 2009-7-23 10:18 PM | 显示全部楼层
man, whenever you post, mkt goes up big, hoho.

Just kidding, no offense
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