恶人谷

你的解释言简意赅,比我

i hv wrote a reply but i lost everything but you hv explains already :)

In general, if US dollar is strong, hot money goes into stocks and sell commodities and vice versa. So when two week ago, euro+sterling+other european currencies were soften, US dollar became strong and attracted hot money sold commodities and bot stocks.

美元这轮上涨,确切的说是欧洲货币-欧元,英镑和瑞士法郎在走弱. 在欧洲三大央行两周前宣布次贷危机波及到欧洲的后果比预想的严重,而且宣布不加息后,欧洲三大货币都走低,并且英镑对美元连续12个交易日收低,引发了hot money和投机商从商品期货转到stocks和其他投资, 从而带出整个商品期货市场LIFFE, NYBOT和CBOT全线下跌.同时,美国出来的数据显示,石油的需求下降和库存上升,油价也在下跌,也带动其他商品的下跌. CBOT中,豆类商品暴跌,有很多原因,其中,中国需求减少,同时美国大豆又是大丰收.中国需求减少主要是前期现货采购数量很多,其实已经超买了,现在国内crushing mar...