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Dailycfdindex 发表于 2014-7-16 14:59 
丁总，现在是午茶时，空降澳元，欧元太迟了，晚了今天任务就完不成了， ...
欧元：
JPM:
Heavy eur/gbp selling through the year's lows and broad usd buying post Yellen helped the euro sell off to its lowest levels in almost a month. It is not entirely obvious why the Yellen testimony incited a usd rally; the market initially read the text as dovish but quickly reversed itself, likely on the comment stating that if employment figures continues to improve faster than expected hikes could come sooner. One would have thought such a conditional statement would be obvious, but given how disenchanted people have been with the idea that there will be any change in tone at all from Yellen, it seems that even a whiff of possibility was enough to get people excited. Whatever the precise reason, the USD rally was solid and the Euro was an eager participant. We saw mostly gamma related buying on the move down, but recall that we had seen both leveraged and real money names sell into the bounce on Monday, so most likely there was more of that yesterday in the market as volumes were considerable. The break of 1.3575/90 was somewhat significant, although as I have harped on in many past write-ups the big area to watch below is the 1.3475-00 zone. I remain short eur/usd, and I added eur/gbp yesterday as well. Today the focus in the AM will be on the UK jobs data (eur/gbp is very much in play), and to a much lesser extent the EZ trade data. There are also several US data points later as well as an important BOC meeting. In the short term, 1.3600/10 should act as resistance, although 1.3635/50 is the optimal sell zone.
UNI:
EUR-USD declined yesterday although Janet Yellen’s testimony did not offer any fresh news. Indeed, bids emerged close to 1.3550, thus suggesting no great market conviction to ride a further and more intense sell-off. Her address to the US House today is unlikely to offer news and slower US IP data may push EUR-USD back above 1.36. |
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孩子的可怕真相--父母的可怕真相 (2011-9-29) 林草123 
楼主:林总的学生
发表于 2014-7-16 14:50
发表于 2014-8-19 19:08
