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Jacky008
11-04 20:26
$SLB Ltd(SLB)$
Jacky008
2024-03-28
$Schlumberger(SLB)$
Jacky008
2023-12-30
Recap your 2023
Find out more here:
Recap your 2023
Unlock your exclusive investment memory This post is only available for users in mainland China
Recap your 2023
Jacky008
2023-10-26
Jacky008
2023-01-21
^^ heheh
Jacky008
2022-11-06
$Halliburton(HAL)$
Jacky008
2022-09-19
$Schlumberger(SLB)$
Jacky008
2022-08-12
$Schlumberger(SLB)$
better than nothing
Jacky008
2022-07-26
$Schlumberger(SLB)$
Wee
Jacky008
2022-07-22
$Schlumberger(SLB)$
Wa
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当非美货币苦苦挣扎的时候,美元牛市仿佛正渐入佳境。 109! ——7月14日,不断攀升的美元指数再创新高。欧元疲软,美元强劲,一个创20年新低,一个刷新20年新高。前者跌破1, 几乎与美元平价;后者坚挺,自俄乌冲突爆发后,快速上涨。照目前形势看,这种崩裂还将被放大。就连一向稳健的离岸人民币对美元汇率也一度跌至6.7657。 仿佛又到了天天见证历史的时期。继英国首相鲍里斯·约翰逊辞职后,7月 14日,意大利总理德拉吉宣布辞职。不过,意大利总统马塔雷拉对此表示拒绝。据称,下周三的议会将讨论政府的未来。 一天前,美国劳工部数据显示,6月CPI同比上涨9.1%,大超预期,创40多年来新高。通胀“爆表”,这暗示美联储将更激进地推进加息。CME美联储观察反映市场对7月28日加息100个基点的概率达82%——几乎“确定”7月将加息100基点。当被问及7月加息100个基点的可能性时,美联储博斯蒂克称一切都有可能。 尽管近期可能存在衰退风险,但按照美联储巴尔金的话说,总体通胀率和核心通胀率都太高了。美联储的重点应是控制通胀,而不是经济增长。 当下,应对全球通胀似乎已成为美联储,包括各国央行的第一要务。美国商务部长雷蒙多称不担心美元走强,因目前美国经济、实体经济以及非金融市场、资本市场等相当强劲。她关注的是修复供应链,增加供应,以应对全球通胀。其潜台词是,美国需要强势美元来对抗通胀,因为美元涨得越高,进口价格就越低,会拉低通胀。 现在的问题却在于,面对几十年未遇的通胀高企压力,过去24小时,全球不少央行几乎不按常理出牌。这比猛加息更可怕。 韩国央行宣布加息50基点后数小时,新西兰联储也跟着宣称加息50个基点。已经两次加息50个基点的加拿大央行更是“出人意料”地将利率提高100个基点。这之前,谁也不曾料到该行会如此激进。随后,新加坡金管局也意外收紧货币政策;并声明将把新元","listText":"欧阳晓红/文 当非美货币苦苦挣扎的时候,美元牛市仿佛正渐入佳境。 109! ——7月14日,不断攀升的美元指数再创新高。欧元疲软,美元强劲,一个创20年新低,一个刷新20年新高。前者跌破1, 几乎与美元平价;后者坚挺,自俄乌冲突爆发后,快速上涨。照目前形势看,这种崩裂还将被放大。就连一向稳健的离岸人民币对美元汇率也一度跌至6.7657。 仿佛又到了天天见证历史的时期。继英国首相鲍里斯·约翰逊辞职后,7月 14日,意大利总理德拉吉宣布辞职。不过,意大利总统马塔雷拉对此表示拒绝。据称,下周三的议会将讨论政府的未来。 一天前,美国劳工部数据显示,6月CPI同比上涨9.1%,大超预期,创40多年来新高。通胀“爆表”,这暗示美联储将更激进地推进加息。CME美联储观察反映市场对7月28日加息100个基点的概率达82%——几乎“确定”7月将加息100基点。当被问及7月加息100个基点的可能性时,美联储博斯蒂克称一切都有可能。 尽管近期可能存在衰退风险,但按照美联储巴尔金的话说,总体通胀率和核心通胀率都太高了。美联储的重点应是控制通胀,而不是经济增长。 当下,应对全球通胀似乎已成为美联储,包括各国央行的第一要务。美国商务部长雷蒙多称不担心美元走强,因目前美国经济、实体经济以及非金融市场、资本市场等相当强劲。她关注的是修复供应链,增加供应,以应对全球通胀。其潜台词是,美国需要强势美元来对抗通胀,因为美元涨得越高,进口价格就越低,会拉低通胀。 现在的问题却在于,面对几十年未遇的通胀高企压力,过去24小时,全球不少央行几乎不按常理出牌。这比猛加息更可怕。 韩国央行宣布加息50基点后数小时,新西兰联储也跟着宣称加息50个基点。已经两次加息50个基点的加拿大央行更是“出人意料”地将利率提高100个基点。这之前,谁也不曾料到该行会如此激进。随后,新加坡金管局也意外收紧货币政策;并声明将把新元","text":"欧阳晓红/文 当非美货币苦苦挣扎的时候,美元牛市仿佛正渐入佳境。 109! ——7月14日,不断攀升的美元指数再创新高。欧元疲软,美元强劲,一个创20年新低,一个刷新20年新高。前者跌破1, 几乎与美元平价;后者坚挺,自俄乌冲突爆发后,快速上涨。照目前形势看,这种崩裂还将被放大。就连一向稳健的离岸人民币对美元汇率也一度跌至6.7657。 仿佛又到了天天见证历史的时期。继英国首相鲍里斯·约翰逊辞职后,7月 14日,意大利总理德拉吉宣布辞职。不过,意大利总统马塔雷拉对此表示拒绝。据称,下周三的议会将讨论政府的未来。 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","text":"$Schlumberger(SLB)$","images":[{"img":"https://static.tigerbbs.com/1ab0f409452683ecb23a038e0db4ddfe","width":"1092","height":"1716"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289030230253736","isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":257535758606632,"gmtCreate":1703908550146,"gmtModify":1703908552881,"author":{"id":"4117794697678682","authorId":"4117794697678682","name":"Jacky008","avatar":"https://static.tigerbbs.com/c55664478f1882b06e961d2c275212c8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117794697678682","authorIdStr":"4117794697678682"},"themes":[],"title":"Recap your 2023","htmlText":"Find out more here: <a 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