Afterwards beautiful couplet store speech of Zhou San of Er of chairman Bao Wei smashed the market " lower interest illusion " hind, 4 England Central Bank also decides to keep interest rate changeless.
Flower beauty Central Bank comes out the eagle sends signal, overseas market gets alarm.
The United States local time on May 2 closing quotation, path point to drop 0.46 ％ come 26307.79 a little bit, mark general 500 drop 0.21 ％ come 2917.52 a little bit, accept points to drop 0.16 ％ come 8036.77 a little bit, general of European stock market drops. Open quotation of unripe index of Hong Kong constant drops now 0.42 ％ , sign up for 29818.48 a little bit, dish in drop exceed 0.7 ％ , up to midday closing quotation, constant unripe index drops 0.02 ％ come 29937.73 a little bit.
Flower beauty Central Bank releases an eagle to send signal
Beautiful couplet Chu Zhousan announces interval of interest rate target maintains will federal fund come in 2.25 ％ 2.5 ％ are changeless, accord with the market to anticipate.
However beautiful couplet store the speech of Er of chairman Bao Wei on the press conference after the meeting makes the market accident however: "Current policy is appropriate, did not see add cease or lower interest very strong necessary " , this means short-term monetary policy to won't change direction apparently once more hasten is close, but also eliminated farther comfortable likelihood.
Early before, the market thinks a few months is tired recently originally weak inflationary data can let beautiful couplet store afraid unceasingly, then may lower interest in second half of the year, but smashed the market apparently now lower interest illusion.
Bao power Er returns complement to say, the provisionality element of depress inflation may include price of capital overhead expenses, dress and airline ticket price drop, in the future inflation will forward beautiful couplet store the 2 ％ targets that make are returned to, wander in this one target to fluctuate again later.
The condition that the footing of Bao power Er and investor of federal fund futures forecast forms bright contrast.
According to Zhi business place the data that publishs between Zhou Sizao shows, before Bao power Er holds a press conference, the market predicts beautiful couplet store the possibility that lowers interest before the end of the year exceeds 60 ％ , and after its speak, this one possibility has dropped to 49.9 ％ .
Afterwards beautiful couplet store hind, on May 2, british Central Bank announces to keep interest rate likewise changeless, and deliver an eagle infrequently to send signal.
British Central Bank with 9:0Voting scale maintains policy interest rate to be in 0.75 ％ are changeless, at the same time asset bought dimensions to be in in May 435 billion pound is changeless, accord with anticipate. But British Central Bank expresses to need otherwise to stop 1 times to add breath come inflation of keep within limits, deliver an eagle to send signal.
Occupy Peng rich message additionally, president of British Central Bank gets stuck the Buddhist nun to express, if England advances Europe process smoothly successfully, central Bank preparation ceases with be being added quickly at the pace that investor expects currently.
In addition, weidmann of president of German Central Bank expressed the confidence to German economy foreground, its are advanced to exit the measure that is not groovy monetary policy below the case that presses European Central Bank to allow in inflation.
Overseas market shakes
Keep interest rate as a result of British Central Bank changeless, on May 2, europe Situoke 600 indexes closing quotation drops 0.7 ％ , achieve even more 6 weeks of the oldest odd-numbered days drop. Europe shows majority drops big 3. Among them, french CAC40 index drops 0.85 ％ come 5538.86 a little bit, the 100 indexes when England is rich drop 0.46 ％ come 7351.31 a little bit.
Suffer suggestion of Bao power Er not to lower interest dozen control market sentiment impact, up to the United States local time on May 2, the US stock already dropped two days repeatedly. The United States local time on May 2, american large science and technology majority drops, microsoft drops exceed 1 ％ , FAANG5 old science and technology in (FAANG namely Nai of tycoon of service of frequency of Yamaxun, stereo drifting intermediary flies to online and Facebook of gregarious network tycoon, apple, retail tycoon and Alphabet of Gu Ge parent company) , only Nai flies small go up 0.07 ％ , other 4 shares all drop, among them the apple drops 0.65 ％ .
Suggestion of Bao power Er won't lower interest, controlled the market the demand to gold, the raise on dollar index also makes golden price bear pressure (on May 2, end of dollar index new York dish go up 0.2 ％ come 97.8454, go up two days repeatedly, accumulative total goes up even more 300 a little bit) .
On May 2, COMEX gold futures drops 0.97 ％ come 1271.7 dollars / ounce, drop two days repeatedly, since starting 4 months new low; COMEX silver futures drops 0.64 ％ come 14.635 dollars / ounce, start nearly 5 months new low.
Stock of American crude oil soars, crude output is record-breaking, offsetted the market is constrictive to supplying anxious. On May 2, futures of NYMEX crude oil drops 3.27 ％ come 61.54 dollars / bucket, achieve since January new low. Cloth oil drops 2.36 ％ come 70.35 dollars / bucket.
At present already the orgnaization gives out to configuration of overseas in May assets proposal.
Golden company is released in grind the newspaper says, to in May, in current market logic from fluidity the phase to main area switch, although more and more evidence show main area is improved, but this one course is possible won't plain sailing. Accordingly, the proposal balances risk and accrual, the VIX bull storehouse in increasing combination protect as risk of be issued to lower levels (at present of VIX extremely low-level also make its right strong cost is relatively cheap) , at the same time small reduce heavy goods the proportion inside combination (in Jin Dazong group predicts, the stability bandwidth that sees oil price forth carries litre, look not to eliminate to have risk of be issued to lower levels forth again) .
To other asset, golden company thinks to should be maintained in super- match the stock market low mix bond; The sign that keeps pair of US stocks and rising market matchs and of Europe exceed moderately match, basically be the impact that considers strong dollar, current of Europe low match degree to be close to the opposite extreme level, repair space that here setting leaves follow-up policy and growth circumstance to improve a likelihood to bring.
A how to go in May?
Analytic personage thinks, flower beauty Central Bank does not lower interest pair of A after the section the shadow answers this very won't big. Because of the market although advantageous sky reacts, but strength and range are narrow, even if United States points to big 3 immediately fall after a rise, odd-numbered days is answered remove extent to all be in 1 ％ , europe and field of harbor stock market are additionally main a fluctuant range that point to is not big also.
Since foreign interest is empty concussion may be finite, so A will the moving method of oneself be what kind of?
Smooth old negotiable securities published politic in May viewpoint to express on April 30, economy is moderate phase of be issued to lower levels, policy is not had comfortable necessary, and get temporarily on rhythm structural sex of inflation restrict. Overall and character, travel kinetic energy is not worth on, drop the space is limited.
On industry configuration, its proposal is low match periodic, mark to deserve to choose consumption surely, super- match optional consumption. 5G industry catenary is benefited tall scene bearing, the proposal exceeds match. Suggest to exceed in matching small bank, mark deserves to be sure, small business distributing certificate is landed.
Day wind negotiable securities expresses, gave priority to with defence thinking in May, recommend bank, medicine, gold to wait for kind of sluggish to bilge next finance that take actor relatively and consumption board piece.
Southwest negotiable securities expresses, look into May, the viewpoint of integral discretion is changeless. The course was adjusted of the market continuously since the middle ten days of a month in April, the window that greets structural sex likely May to rebound period.
The article comes from newspaper of Chinese negotiable securities
