The dollar rate hike again misfiring a market will usher in the harvest-www.haole10.com

The dollar rate hike again "Yahuo" A shares will usher in "the market analysts said," the market "is about to start although judging from the volume, the market sentiment is still very low, but the low line 21, returning to the market for activation of popularity. Because the concept of Shenzhen and Hong Kong through brokerage belongs to benefit, so in Shenzhen and Hong Kong through more and more close to the opening day, will always lead the Bulls off the market rallying cry harvest time and again, the Fed eventually in September "the knife did not fall, the rate hike in suspense until the year under a meeting, though still a certain release the Hawks is expected to appear in a number of senior analysts, in the doldrums sideways A shares, which will trigger the" harvest market "start; but there are also well-known macroeconomic analysts believe that the medium is still to beware of interest rates on risk, monetary policy of the central banks are not synchronized. The Fed also gave a most satisfactory answer to the market: the open market committee meeting closed in September 21st, announced that the current interest rate remained unchanged, but kept the possibility of raising interest rates before the end of the year. After the announcement, the committee said that the committee thought the possibility of raising the benchmark interest rate of the Fed increased, but decided that more data needed to be proved for the time being to prove that the economic trend was close to the goal set by the Federal Reserve. President Yellen stressed that no increase in interest rates does not represent the Fed’s lack of confidence in the US economy. Hualin securities Strategy Analyst Hu Yuxiang "the first financial daily" reporter said, "autumn harvest market" is about to start. Although judging from the volume, the market sentiment is still very low, but the low line 21, returning to the market for activation of popularity. Because the concept of Shenzhen and Hong Kong through brokerage belongs to benefit, so in Shenzhen and Hong Kong through more and more close to the opening day, will always lead the Bulls a harvest market rallying cry. When the opening schedule of Shenzhen Hong Kong is becoming more and more clear, it means that the systematic opportunity of Hong Kong shares has a diminishing marginal effect. Any further increase in investment in Hong Kong stocks is likely to fall into a short – term multi – trap, and the current strategy is to further study the opportunities for A shares. CITIC strategy team believes that after the Bank of Japan also keep rates steady, and Yellen polite expressions, because the meeting stressed inflationary expectations to repair, in addition to the gold performance, New York crude oil prices, the overall significant boost for commodity terms. 在近期流动性扰动之后,9月份议息会议结束后将减轻流动性对估值的抑制,从而会迎来盈利和估值双双边际改善的阶段,美联储议息会议释放市场的信号,标志着价格和风险偏好修复的再延续。 Haitong Securities macroeconomic analyst Jiang Chao believes that the Fed rate hike progress is slower than expected, the BoJ easing tactics, are meant to extend the global easing cycle, in the short term is conducive to financial markets. But in the middle of the year, we still need to pay attention to the increase of risk. First, the rate of interest rate increases at the end of the year is still high, and the increase in interest rates is bound to impact the global market. Secondly, the global political risk at the end of the year has risen sharply, and the American presidential election and the Italy referendum may be the black swan. Again, domestic inflation or short-term recovery at the end of the year, exchange rate devaluation pressure remains, loose monetary policy is limited. Founder Securities macroeconomic analyst Ren Zeping said, the fed in September while Yellen said each meeting to halt the troops and wait, have action, do not rule out the interest rate hike before the general election in November, but Yellen said 2016 is expected to raise interest rates once the probability falls on December, in the global financial market turmoil, weak economic data of the moment, the Fed is cautious interest rate hike. It is expected that the Fed is expected to raise interest rates, the European Bank of Europe and the UK keep the interest rate unchanged, the Central Bank of China shortens the impact, and the expected margin of global liquidity is tightening. The biggest challenge in the current global financial market is that the United States is not in sync with the recovery process of other economies, which leads to a different monetary policy.

美元加息再次“哑火” A股将迎来“秋收行情”有分析人士称,“秋收行情”即将启动尽管从成交量来看,市场人气仍极其低迷,但21日久违的低位阳线也为市场激活了人气。券商由于属于深港通受益的概念,所以在深港通越来越接近开通的日子里,也会时刻振臂一呼带领多头们掀起秋收行情千呼万唤之下,美联储最终在9月份“手起刀未落”,把加息悬念留到了年底下一次会议,尽管依然释放了一定的鹰派预期,在不少资深分析人士看来,处于横盘闷局中的A股,将由此触发“秋收行情”的启动;不过也有知名宏观分析师认为,中期依然要提防利率向上风险,各国央行货币政策也未必同步。美联储又给出了一份令市场最“满意”的答卷:9月21日公开市场委员会会议闭幕宣布维持当前利率不变,但保持年底前加息的可能性。会后发布的声明中写道:委员会认为上调美联储基准利率的可能性增强,但决定暂时仍需要更多的数据来证明经济走势接近(美联储设定的)目标。主席耶伦强调不加息不代表美联储对美国的经济缺乏信心。华林证券策略分析师胡宇向《第一财经日报》记者表示,“秋收行情”即将启动。尽管从成交量来看,市场人气仍极其低迷,但21日久违的低位阳线也为市场激活了人气。券商由于属于深港通受益的概念,所以在深港通越来越接近开通的日子里,也会时刻振臂一呼带领多头们掀起秋收行情。当深港通开通的日程表越来越明确的时候,意味着港股的系统性机会出现边际效应递减。任何进一步加大投资港股的动向都可能陷入短期的多头陷阱,现在的策略要进一步地研究A股的机会。中信建投策略团队认为,由于此前日本央行同样保持利率稳定,以及耶伦措辞温和的表述,由于会议强调了通胀预期修复的坚守,除黄金的表现外,纽约原油上涨,对于大宗商品来讲整体有明显的提振作用。在近期流动性扰动之后,9月份议息会议结束后将减轻流动性对估值的抑制,从而会迎来盈利和估值双双边际改善的阶段,美联储议息会议释放市场的信号,标志着价格和风险偏好修复的再延续。海通证券宏观分析师姜超认为,美联储加息进度慢于预期,日本央行宽松出新招,均意味着全球宽松周期的延长,从短期来看有利于金融市场。但从中期看,仍需留意风险的增加。首先,美国年末加息概率仍高,加息势必会冲击全球市场。其次,年底全球政治风险急剧升温,美国总统选举、意大利公投都可能成为黑天鹅事件。再次,年底国内通胀或短期回升,汇率贬值压力仍存,宽松货币政策受到限制。方正证券宏观分析师任泽平称,美联储9月按兵不动,虽然耶伦称每次会议都有行动的可能,不排除在11月份大选之前加息,但耶伦所述2016年预期加息一次大概率落在12月份,在全球金融市场动荡、经济数据不振的当下,美联储对加息是慎之又慎。受美联储加息预期、欧英央行维持利率不变、中国央行缩短放长影响,全球流动性预期边际趋紧。当前全球金融市场最大的挑战来源于美国与其他经济体复苏进程不同步,进而导致货币政策不同轨。相关的主题文章: