Huatai Securities 2018 U.S. dollar appreciation cycle will be finished after the outbreak of gold 女f4

Huatai Securities: 2018 U.S. dollar appreciation cycle will be completed after the outbreak of gold exposure Sina fund exposure platform: letter Phi lag behind false propaganda, the performance of long-term lower than similar products, how to buy funds pit? Click [I want to complain], Sina help you expose them! Huatai Securities Times reporter Shen Ning yesterday in futures sponsored the "2016 overseas asset wealth management forum, Huatai Securities chief macroeconomic researcher Li Chao said that the current national monetary policy has limited space, further easing or not, the commodity prices rebound, rather than a reversal. The main logic is the impact of the dollar cycle on global capital markets and commodity markets. We expect the current round of appreciation of the dollar will continue to around 2018, although the main wave has passed, but the appreciation cycle has not yet finished, the latter will still affect commodity prices." Li Chao said, in addition, in the case of the global economy is difficult to recover, it is difficult to reverse the bulk price. In the long term, now is a good opportunity Jiancang gold." In his view, the international market Black Swan frequent events, gold as a safe haven assets will have better performance. August U.S. payrolls data is lower than expected, the Fed rate hike is still uncertain. In the long run, in 2018 the dollar appreciation cycle finished, gold will usher in the outbreak period. Li Chao said, the second half of this year the country will focus on promoting the reform of the supply side, iron ore, steel, coke and other commodities will benefit from the China supply side reforms and infrastructure support on the basis of global growth, will have good performance. The crude oil from the supply perspective, the Saudi foreign minister said earlier this month a freeze on oil production agreement optimistic, while Russian President Putin also called for an agreement. September 5th, as the world’s largest exporter of crude oil, Saudi oil minister and the Russian oil minister in the group of 20 (G20) summit in Hangzhou, said the two countries can limit production. In terms of demand, the global economic situation is still the overall downturn, pulling energy emerging economies demand for crude oil is still insufficient, the international crude oil market has a lot of market makers, their influence on prices is very strong, the market maker must pay attention to these trends. Turning to the bond market, Li Chao said that in the context of asset shortage and global liquidity flooding, the influx of funds into the bond market, interest rates down has become a global trend, the possibility of a reversal in the short term is less. Enter the Sina financial stocks] discussion相关的主题文章: