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闲扯几句。刚见了某欧资行的首席经济雪茄 By looking at the data, he was pretty convinced that RBA will hold next Tuesday - AUD is now 0.77, RBA has whatever they wanted, so save the bullets for the next round. Until Terry McCrann Article came out on Wed night - RBA will cut 25 in Feb, then everyone is guessing whether McCrann got tipped off。 So pretty much he didn't say anything solid, no one can actually. My own two cents - Whether RBA does or doesn’t move on Tuesday will largely determine how the market reacts . If the Bank does ease, it's gonna be a dovish statement following. If they don’t ease, the key will be whether the ‘period of stability’ language is retained. So to sum up all the crap I just put together - I don't know nothing what they gonna do. 吃饭去了。。。 |
