 | |  | | 本帖最后由 ForexGG 于 2010-9-10 11:22 编辑
奥巴马等人讲话之后,风险偏好回落
Risk Appetite Comes Off After Obama,Carney,Volker Comments
President Obama said he wants a middle class tax cut, has chosen Golsbee as CEA, Koran burning could cause profound damage, and that he knew the health bill would raise costs slightly. Advisor Volker says that the recovery is "not what we think of as a recovery," peak levels are years away, and that imbalances are unsustainable. BOC Carney says that inflation is rising in the EM countries, falling in the developed countries, recovery is at risk without G20 reforms, that imbalance persist, and that BOC policy will be "carefully considered" against a background of "unusual uncertainty." Does this mean BOC policy to to date has been "careless and rash" amid ordinarily certain circumstances? USD/JPY slips back to 84.10 but seems to have support on dips. Buying risk is still favored but only after the Obama press conf. is over. |  |  |  |  |
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