本叔的意思是

QE2结束. 但是不会收回流动性(用他的话讲: may consider to tight after couple of meetings).

He puts job data way ahead of price of oil or weakness of $. without even better job data, FED is not likely to tight.

So FED is not going to raise rate this year. That is what it is.

所以前两天卖掉银子的肯定跺脚. Gold is likely to move to $1650/oz this year. Silver to $55-65/oz this year.

If there is QE3, you can double this target.

Good luck everybody.

 

 

 

所有跟帖： 

• 本叔要的是鱼和熊掌，问题在于，可能性有多高？代价是神马？ -虎落平原- ♀ (0 bytes) () 04/27/2011 postreply 12:26:46

• 回复：本叔要的是鱼和熊掌，问题在于，可能性有多高？代价是神马？ -越王剑- ♂ (206 bytes) () 04/27/2011 postreply 12:31:59

• 那是美元崩溃的前奏，鱼和熊掌，就业与美元，不可兼得。 -虎落平原- ♀ (0 bytes) () 04/27/2011 postreply 12:37:05

• 谈美元崩溃恐怕还早. -越王剑- ♂ (32 bytes) () 04/27/2011 postreply 13:27:06

• 其实经济分析并不难，只需看谁是美元贬值的得利者和失利者就知道了。 -虎落平原- ♀ (0 bytes) () 04/27/2011 postreply 14:37:49

• 看他走钢丝的技术如何玩手里的杆子，美元崩带来股市和大宗商品崩。 -瞎扯淡- ♀ (0 bytes) () 04/27/2011 postreply 13:18:04