p******e 发帖数: 17163 | 4 i wouldnt call a 5 pt uptick in spx a baozhang.
no use, some form of easing next wk is baked in. what matter is if there
will be qe. mario said situation has to be worsen. so that means no qe next
week( probably nvr as i cant picture how a euro area wide qe is possible).
the 5 pt uptick is probably a knee jerk reaction due to stabilizing ukraine.
cuz if it's about european easing, we shld see a downtick in eur. but we're
not.
i guess by the time we NA open tomo, it will come down as "no ecb qe next
wk" has to be priced. |