暂无数据
暂无内容
暂无数据
拜登趁油价下跌重启“补储”计划 330万桶原油将入库
拜登政府正利用油价下跌的机会重新启动计划,以补充其枯竭的战略石油储备。
智通财经02:35 (美东)
澳新银行表示,由于需求强劲的迹象,原油价格上涨
澳新银行在周二的报告中表示,由于需求强劲的迹象抵消了供应方面的风险,原油价格小幅走高。
MT Newswires05/07 05:14 (美东)
减产捍卫油价,还是迫于竞争增产?欧佩克+陷入两难“窘境”
欧佩克+将于6月1日举行会议,讨论是否在下半年继续减产。
智通财经05/06 04:52 (美东)
中美电动汽车普及率加速上升 全球汽油需求增速或将减半
2024年全球汽油需求增长或将减半,进而挤压炼油厂下半年利润。
智通财经05/06 03:06 (美东)
豆粕成假期"最靓的仔" 原油价格很"受伤"
国内“五一”假期期间,豆粕成为海外大宗商品市场“最靓的仔”,而原油价格则“受伤”严重。
证券时报05/05 21:21 (美东)
西德中质原油跌破82.50美元,对中东的担忧消退
由于对中东更广泛战争的担忧有所缓解,WTI周四小幅下跌至82.45美元。
FXStreet04/24 21:30 (美东)
BelleWeather :
I think proper portfolio positioning vis a vis inflation is important. The concern I have is stagflation, so I’m trying to be defensive to that. This is difficult. And timing the market is impossible and crazy-making, so I personally am taking each day as it comes.
I don’t think anyone is going to sell off over these concerns, and Powell is not about to fan those flames either!
SpyderCall楼主 BelleWeather: They might not sell over these concerns. But when these variables are present, then any negative catalyst will likely catalyze a selloff. For example, if we get bad rhetoric from Powell next week, then we might see extra volatility. That being said, in the current environment, any selloff will be a good buying opportunity until something breaks in the economy.
SpyderCall楼主 BelleWeather: So far, wages and employment numbers have held up, so stagflation is not a concern until inflation picks back up. With the way oil and gasoline prices have been climbing, we could possibly see a stagflationary environment soon, but not yet. Things are almost perfect in the economic data currently. We are in a goldilocks zone for the Fed right now. And if things get worse, then the Fed has already mentioned cutting rates. That would be even more accomodative for equities as the "Fed Put" will be in play at that point. So, if we do see stagflation, it shouldn't last long as the Fed will accommodate markets when the inflation, wages, or employment situation changes negatively.
BelleWeather : Agreed on the Goldilocks zone vis a vis the Fed mandate save one issue - the reserve bank balance is almost out - won’t they have to move to correct that?
SpyderCall楼主 BelleWeather:
They have been greatly decreasing the balance sheet since march 2022. This is done through selling treasury bonds or mortgage securities. Short-term treasuries, like bills, have been the biggest culprits for the runoff of the balance sheet. This has been unwinding the massive amount of asset purchases since the 2008 financial crisis.
They purchased all of these assets back then as a form of quantative easing to boost the economy. Right now, they are selling treasury notes at sky-high yields to provide liquidity to banks essentially. This is putting more liabilities onto the balance sheet, which brings the balance down.
I don't think the balance sheet runoff is such a big deal at the moment.
Once the economy is showing signs of trouble, then I think we will need to worry about the Fed balance sheet. If they start buying assets, essentially quantative easing, then they might think that there is weakness in the economy.
You might think that with the Fed balance falling like it is, then long-term treasuries should be falling along with the balance. But that has not been the case since last November as these treasuries have been climbing.
This tells me that the balance sheet is now falling because the Fed is adding liquidity through short-term bond sales, which inject liquidity into the economy, which is good for an economy and equities.
DadOnARun : it's nothing until it's something. until it's something this is just hype. 3 tours into the M East, chasing and securing the red sea is a monthly event. just view a map that shows allies vs enemies. it's a mess
SpyderCall楼主 DadOnARun: Heard. Sometimes, it seems like the media just needs something to blame for the spiking energy prices or rallying military industrial stocks
小鸟凸人 : 涨不了,看空
The Comeback Kid : Demand is not too bad, I would think some names like XOM and CVX have values
SpyderCall楼主 小鸟凸人: Data on oil inventories released earlier. It is bringing down crude prices. But nat gas is holding up nicely after the Nat gas storage data was released.
Ray P : don't look now
SpyderCall楼主 Ray P: you talking about Nat gas? or crude?
wooper : it's going to actually reverse and shoot upwards
SpyderCall楼主 wooper: that is what I was assuming was going to happen. The charts are just looking a bit bearish lately
wooper SpyderCall楼主:
Please set a trailing stop loss on sell orders of .10 cents to .04 cents to prevent loss
Get ready! We're dropping a SPECIAL PROFILE ALERT for tomorrow's play TODAY at 4PM EST! Don't miss this!
Set Sail, Navigating Through Economic Waves!
Yesterday, we saw a 53.28% move from the long side. Let's keep that momentum rolling! Today's crucial signals:
RSLS Long > 0.3335 Short < 0.3125
BTAI Long > 3.45 Short < 3.16
NVVE Long > 0.1965 Short < 0.1675
LMDX Long > 0.1790 Short < 0.1600
Remember, timing is everything. Keep an eye out and let's dominate today.