特朗普有恃无恐 大宗商品料将承压

beerbottle

周三市场分化行情再现，亚太股市率先走出杀熊宰牛行情。香港恒生重回26500，上证指数险守2900。由于暴力升级，地区的学校因为安全问题开始停课，中资背景银行公司企业店面依旧为打砸抢烧破坏目标。美股时段，纵使通乌门听证会大张旗鼓，有恃无恐特朗普谈笑风声中表示，too busy to watch。道琼斯与标普500继续历史高位。

昨日澳股银行矿业齐跌，ASX200跌破6700关口。跟随中国本轮行情结束，而货币与财政方面刺激存在滞后，短期之内国际大宗商品价格可能承压，对于澳元跟矿业股可能会是不利因素。

具体策略方面，利率1%还剩4发子弹的新西兰央行昨日并未降息，NZD/USD顺势升至0.64左右，但美元还处强势阶段，抄底纽币时机仍需等待。黄金价格回至1463，短期有望反弹到1470-80区间。

周四愉快

superdigua

Reserve Bank tipped to cut interest rates to 0.25% as retailers predict grim Christmas

UBS predicts cut to cash rate and believes more needs to be done to boost economy in face of low wage growth

https://www.theguardian.com/aust ... dict-grim-christmas

superdigua

十月份失业率从 5.2% 上升到 5.3%。

全职工作和兼职工作都有所减少，一共少了 19,000 份。

Unemployment on the rise again as jobs fall for the first time in three years
https://www.abc.net.au/news/2019 ... tober-2019/11700756

Jobless rate climbs to 5.3% in October
https://thenewdaily.com.au/money ... -to-5-3-in-october/

"Thursday’s worse-than-expected result featured a 10,300 decrease in people with full-time work and a 8,700 decrease in people with part-time work, according to data from the Australian Bureau of Statistics."

beerbottle

superdigua 发表于 2019-11-14 11:31
十月份失业率从 5.2% 上升到 5.3%。

全职工作和兼职工作都有所减少，一共少了 19,000 份。

对的