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发表于 2016-6-24 11:02 PM
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本帖最后由 thunderpark 于 2016-6-24 11:12 PM 编辑
No, not this year, since Fed will never talk about any rate hike possibility before 2018. And there is no hope the global economy will warm up before Euro zone actually dismembered and then economic order re-established. Before that, bonds is apparently a winner over stocks.
All equities have just shot up to new high recently. There is no bargain in the market. So, where is the catalyst of your next surge for equities? Which sector will lead market up to new high in your thesis? Where is the money flow coming from, when bonds sucked off all the cashes.
Agree that market will get to 1950, but i don't see a bounce here. The market will get to below 1850, I believe, no need to draw charts. Since the charts are only to synchronize the potential buyers of the market, so that the market will rebound. But in our case, the macro is calling people to sell, and there will be more people convinced to sell on the way down. Right now, people are not fully convinced yet, but they will soon realize when French/Germany gets to the referendum stage. That's when panick will come. We will see. |
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