Leveraged ETF 討論區 (51)

嘩納指弱到呢
唔知今晚會唔會大爆發

熊又贏

https://lihkg.com/thread/3200633/page/1

香港今天上午舉行金融峰會，以下是部份外國媒體的報導：
美聯社：世界銀行家在香港 獲呼籲不要「沽空」中國
彭博：香港的華爾街峰會避談中國風險
路透：復興樞紐形象 香港向全球銀行硬銷「中國優勢」
FT：瑞銀主席：全球銀行家都「很親中」
法新社/France24：被美國制裁的香港領袖在銀行峰會說：「治安回來了」

唉，靠sqqq soxs即日做雞追數到平返手
等2半睇下咩環境先

今個月的FOMC statement多咗依一段「The Committee anticipates that ongoing increases in the target range will be appropriate in order to attain a stance of monetary policy that is sufficiently restrictive to return inflation to 2 percent over time. In determining the pace of future increases in the target range, the Committee will take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.」
https://www.federalreserve.gov/newsevents/pressreleases/monetary20221102a.htm

簡單嚟講就係真係會放慢加息步伐。至於terminal rate會唔會更加高，暫時就未有消息，要等一陣2點半記者會。

記者會最好都係自己睇live，唔好淨係睇富途牛牛 / Twitter
因為斬開哂一句句未必掌握到Jeremy Powell嘅語境、語氣
富途牛牛 / Twitter依啲只可以當輔助
https://www.youtube.com/watch?v=-yiC8wZvzgQ

Out巴真係神心

講野似推高terminal

我都覺，所以有頭先嗰棍，華爾街日報真係準

講左出口了

terminal
即係衰退ready

cpi之外 fed話low hibor, unemployment rate係推動佢地繼續加息

係呀，就業市場太強佢地就少啲後顧之憂。不過都唔係新訊息。

likely we'll have discussion of smaller hike in DEC,but don't think we're overtighten

pci, household businesses reflect positively on rate hiking

但重點係CPi 2%佢話死人都唔會變

華爾街日報記者問嘢啦，佢問洗唔洗加到5%以上。
Powell話要positive real interest rate across the yield curve，同時補充街外人好少用federal funds rate嚟借錢。即係唔一定要加息加到高過通脹率，但希望見到長債債息要高過通脹率。
最後話依個唔係single dominant thing去look at，結合埋語氣，Powell喺今次記者會唔鷹。

short term inflation 未控制到
因為完全唔係overtighten

依個inflation target唔會輕易改變，一旦改變Fed就會無哂信譽

點解我覺得鷹既
佢有佢做
街外economy strong可以唔跟

佢講到未有停既思想

個人覺得比起之前鷹
講真

個市都插緊落去
可能你啱

very premature to think about pausing rate hiking

無lala 無乜急插

講真
佢講到真實經濟好強
fed做野空間好多
even借錢呢d可以behind 個rate去做
即係佢覺得個市仲係好多錢未回收夠

housing market need a balance btw supply and demand, overheat during pandemic