做交易
2022-06-10
俄乌战争。拜登推波助澜。
禁止美国页岩油。拜登搞的。
众投行集体唱空美国经济。拜登能不知道？
众议院议长家属成了近两年美股赢家。无论多空踩点精准。😂
盘前观察：CPI超预期爆表，美联储已经毫无办法？
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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old_gun
2022-06-10
old_gun
拜登禁页岩油？为啥？油价这么高，正好可以多搞搞页岩油啊
做交易
:
这正是破绽。按道理你说的是解决之策。但是。记得拜登还禁止了加拿大美国的输油管吗。借口都是环保。这一切都是拜登团队搞出来的。大棋？现在猜测是搞出通胀让美国政府可以少还钱。还可以把债务大锅推给中日和欧洲。当然嘴上必须每天谴责普京。一切错误都推给普京。股市暴跌。大投行准备好现金抄底。民主党们狂欢
MaverickWoo
2022-06-10
MaverickWoo
快快快
魔法小天使anna
2022-06-10
魔法小天使anna
好
尚上品
2022-06-10
尚上品
上
MonkC
2022-06-10
MonkC
阅
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21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>CPI数据继续爆表，美股盘前转跌，中概股盘前普遍上涨。</p><p><b>5月CPI毫无意外爆表</b></p><p>全球最关注的宏观数据出来，美国5月CPI创1981年以来新高，同比提高8.6%，超过分析师预期；核心CPI同比环比也超分析师预期。一点都不意外，下图是过去7年全美汽油价格（蓝色）和CPI曲线（白色），汽油价格涨到天上，CPI也跟到了天上。美元上涨，人民币下跌破6.7，这些是资产对美国高通胀的一级反应。</p><p><img src=\"https://static.tigerbbs.com/ebb7a1f2148b2a0da557f54ef86da4b5\" tg-width=\"575\" tg-height=\"293\" width=\"100%\" height=\"auto\"/></p><p>抛开原油和食物价格高企之外，美国核心CPI的部分价格的走弱也转向了。比方说旧车价格环比从-0.4% -> +1.8%，衣服-0.8% -> +0.7%。目前我想不出很好的理由来解释这个数据，但是美国消费变弱绝对是铁打不变的事实，二手车和衣服的价格只能往下走。</p><p>看到美国CPI和汽油/原油价格走势一致，让我们不得不问一个问题，美联储有办法能降低通货膨胀吗？或者说，加息缩表能够把原油价格打下去吗？答案非常明显，美联储没有任何办法。下图是过去一年的美国汽油价格，红圈是俄乌战争爆发的时候，俄乌战争开始后，美国全国汽油价格从$3.5涨到了$5，上涨幅度40%。</p><p><img src=\"https://static.tigerbbs.com/8c3bf05d9d12aa822d9336871d75d981\" tg-width=\"530\" tg-height=\"231\" width=\"100%\" height=\"auto\"/></p><p>现在美联储看见高通胀，想也不想原因就去控制货币供给，似乎货币收缩以后，原油价格就会下降，食品价格就会下降。我把2004年以来，全美汽油价格（白色）和美联储的隔夜利率（蓝色）放在下图，这两者有关系吗？看到汽油价格高就想到加息，就好比看到手被割伤流血就送去化疗一样，美联储真的是没有一点思考能力。</p><p><img src=\"https://static.tigerbbs.com/d9ca0e4b772cd6358b0c29737d2a48ba\" tg-width=\"522\" tg-height=\"275\" width=\"100%\" height=\"auto\"/></p><p>美国原油不增产，俄乌战争打不停，原油价格还将飞在天上。美联储如果继续头铁加息，那么美国经济只能硬着陆，不可避免。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193263764","content_text":"CPI数据继续爆表，美股盘前转跌，中概股盘前普遍上涨。5月CPI毫无意外爆表全球最关注的宏观数据出来，美国5月CPI创1981年以来新高，同比提高8.6%，超过分析师预期；核心CPI同比环比也超分析师预期。一点都不意外，下图是过去7年全美汽油价格（蓝色）和CPI曲线（白色），汽油价格涨到天上，CPI也跟到了天上。美元上涨，人民币下跌破6.7，这些是资产对美国高通胀的一级反应。抛开原油和食物价格高企之外，美国核心CPI的部分价格的走弱也转向了。比方说旧车价格环比从-0.4% -> +1.8%，衣服-0.8% -> 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