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石油跌破90，让这sb石油党再自我感觉良好，这礼拜见80石油。http://finance.yahoo.com/q?s=gcm13.cmx
加币1.02，跌100点http://www.bloomberg.com/quote/USDCAD:CUR
加币1.02，跌100点http://www.bloomberg.com/quote/USDCAD:CUR
草，黄金早盘再跌100元，又是6percent，1400了
- 主题发起人 mimi_ge
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希望汽油见90分。
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Gold plummeted to just below $1,400 an ounce Monday morning, its lowest price since March 2011. Slower than expected first quarter growth in China was the catalyst for today's drop (following a $60 decline last week on reports that Cyprus is planning to sell some of its gold reserves). Gold is now trading 27% below its September 2011 high of $1,920.
Michael Haigh, global head of commodities research at Societe Generale, tells The Daily Ticker that "Gold is a different animal than the rest of the commodities complex, driven primarily by macrodrivers,” and those macro-drivers now are driving gold prices lower.
“Gold is kind of giving up,” says Haigh because it didn’t push through $2,000 an ounce as many thought it would and because the macroeconomy looks stronger. “China doesn’t look like it’s going to have a hard landing [its latest GDP growth is 7.7%]. People are fatigued with Europe and the U.S. looks like it’s doing okay and you add [to that] pressures from [pulling back] on quantitative easing.”
Haigh says the bull case for gold "doesn’t look like a great idea anymore especially with the dollar strengthening and real interest rates expected to rise” at some point because of extensive quantitative easing. But so far, says Haigh, inflation hasn’t taken off.
In an April 2 report titled "The End of the Gold Era," Societe Generale says gold could end the year at $1,375 an ounce. In a note published eight days later, Goldman Sachs said it was forecasting gold to hit $1,450 an ounce by year-end, but said the decline could be larger. The Daily Ticker has contacted both firms to see if they will be revising those forecasts given today's big drop and will update this blog when we hear back.
Whether gold continues to fall and how far will depend in large part on inflation and expectations. Haigh says earlier market forecasts for higher gold prices were fed largely by expectations that aggressive central bank quantitative easing (buying assets) would lead to high inflation, but that hasn't happen.
Related: Central Banks Repatriate Gold: How WIll This Affect Investors?
In the U.S. consumer prices rose 2% on an annualized basis according to the latest available data for February 2013. That’s slightly above the 1.7% rate for all of 2012 but lower than the 3% rate recorded for 2011. Japan recently announced it too would adopt quantitative easing in order to boost growth but Haigh isn't convinced that will boost global inflation.
“If you get renewed quantitative easing globally, then obviously there are inflationary pressures there, but even with these extensive and extended periods of times of QE we really haven’t seen any inflation surface [but rather just "central bank balance sheets growing," Haigh says. And in the U.S. some Fed officials have been pushing for an earlier exit from quantitative easing.
http://finance.yahoo.com/blogs/daily-ticker/gold-loses-another-6-monday-era-gold-over-123319133.html
Michael Haigh, global head of commodities research at Societe Generale, tells The Daily Ticker that "Gold is a different animal than the rest of the commodities complex, driven primarily by macrodrivers,” and those macro-drivers now are driving gold prices lower.
“Gold is kind of giving up,” says Haigh because it didn’t push through $2,000 an ounce as many thought it would and because the macroeconomy looks stronger. “China doesn’t look like it’s going to have a hard landing [its latest GDP growth is 7.7%]. People are fatigued with Europe and the U.S. looks like it’s doing okay and you add [to that] pressures from [pulling back] on quantitative easing.”
Haigh says the bull case for gold "doesn’t look like a great idea anymore especially with the dollar strengthening and real interest rates expected to rise” at some point because of extensive quantitative easing. But so far, says Haigh, inflation hasn’t taken off.
In an April 2 report titled "The End of the Gold Era," Societe Generale says gold could end the year at $1,375 an ounce. In a note published eight days later, Goldman Sachs said it was forecasting gold to hit $1,450 an ounce by year-end, but said the decline could be larger. The Daily Ticker has contacted both firms to see if they will be revising those forecasts given today's big drop and will update this blog when we hear back.
Whether gold continues to fall and how far will depend in large part on inflation and expectations. Haigh says earlier market forecasts for higher gold prices were fed largely by expectations that aggressive central bank quantitative easing (buying assets) would lead to high inflation, but that hasn't happen.
Related: Central Banks Repatriate Gold: How WIll This Affect Investors?
In the U.S. consumer prices rose 2% on an annualized basis according to the latest available data for February 2013. That’s slightly above the 1.7% rate for all of 2012 but lower than the 3% rate recorded for 2011. Japan recently announced it too would adopt quantitative easing in order to boost growth but Haigh isn't convinced that will boost global inflation.
“If you get renewed quantitative easing globally, then obviously there are inflationary pressures there, but even with these extensive and extended periods of times of QE we really haven’t seen any inflation surface [but rather just "central bank balance sheets growing," Haigh says. And in the U.S. some Fed officials have been pushing for an earlier exit from quantitative easing.
http://finance.yahoo.com/blogs/daily-ticker/gold-loses-another-6-monday-era-gold-over-123319133.html
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基础号
新手上路
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2009年的时候黄金居然只要900美元，看来还有空间
【彭博社网站4月13日报道】题：金价下跌，保尔森身家缩水
由于黄金价格跌至两年来最低点，亿万富翁约翰·保尔森的黄金投资亏损了3亿多美元。
保尔森有大约95亿美元的对冲基金投资，其中约85%为黄金类。由于黄金价格今天下跌了4.1%，保尔森单单黄金投资就亏损了约3.28亿美元。
黄金价格从2011年8月份下跌超过20%，黄金市场进入熊市，这给57岁的保尔森又增添了个坏消息。过去两年里，保尔森的投资收益一直不佳。他去年对投资者们说，他的黄金基金未来5年会超越其他基金的业绩表现，因为在一些国家向本国经济注入资金的情况下，黄金是应对通胀和货币贬值的最佳对冲工具。一位知情者本月说，到今年3月底，保尔森的黄金基金亏损了28%。
保尔森基金公司的黄金战略分析师和合伙人约翰·里德通过电子邮件向客户表示：“黄金价格最近下跌并没有改变我们的长期投资主题。我们2009年4月份在900美元的价位上开始投资黄金，尽管金价从最高点跌至1500美元，显然它大大高出我们的成本。”
【彭博社网站4月13日报道】题：金价下跌，保尔森身家缩水
由于黄金价格跌至两年来最低点，亿万富翁约翰·保尔森的黄金投资亏损了3亿多美元。
保尔森有大约95亿美元的对冲基金投资，其中约85%为黄金类。由于黄金价格今天下跌了4.1%，保尔森单单黄金投资就亏损了约3.28亿美元。
黄金价格从2011年8月份下跌超过20%，黄金市场进入熊市，这给57岁的保尔森又增添了个坏消息。过去两年里，保尔森的投资收益一直不佳。他去年对投资者们说，他的黄金基金未来5年会超越其他基金的业绩表现，因为在一些国家向本国经济注入资金的情况下，黄金是应对通胀和货币贬值的最佳对冲工具。一位知情者本月说，到今年3月底，保尔森的黄金基金亏损了28%。
保尔森基金公司的黄金战略分析师和合伙人约翰·里德通过电子邮件向客户表示：“黄金价格最近下跌并没有改变我们的长期投资主题。我们2009年4月份在900美元的价位上开始投资黄金，尽管金价从最高点跌至1500美元，显然它大大高出我们的成本。”
sdzhangtao
资深人士
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Mimi_ge, you saved me over 7000 now. Big thanks.
I think Ottawa real estate should be OK even the TSX is not doing well, unless people are borrowing money to invest in gold and stocks. I was looking around yesterday at my neighborhood at open houses, (Orleans BTW), there are even fewer choices right now on the market. Old listing gradually sold or pulled off the market. Only two open houses around my house, one is 300 meters away, the other one is a whooping 1.5 KM. Typically this time of year, there should be much much more. The open house is not busy, but not quiet neither. In each open house, there are one or two couples during my visit. It's a dead market. People are hesitate to buy, and people are not selling neither.
When the house market is down dramatically, I think it's really bad news for our economy. Just think how much business a house purchase can stimulate.
But you are right, we do have a sb财长!!! A very arrogant one as well. But lots of Canadians think like him.
I think Ottawa real estate should be OK even the TSX is not doing well, unless people are borrowing money to invest in gold and stocks. I was looking around yesterday at my neighborhood at open houses, (Orleans BTW), there are even fewer choices right now on the market. Old listing gradually sold or pulled off the market. Only two open houses around my house, one is 300 meters away, the other one is a whooping 1.5 KM. Typically this time of year, there should be much much more. The open house is not busy, but not quiet neither. In each open house, there are one or two couples during my visit. It's a dead market. People are hesitate to buy, and people are not selling neither.
When the house market is down dramatically, I think it's really bad news for our economy. Just think how much business a house purchase can stimulate.
But you are right, we do have a sb财长!!! A very arrogant one as well. But lots of Canadians think like him.
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过奖了，你应该最感谢你自己壮士断腕，不是每个人都有勇气的。
至于财长有fans我丝毫不奇怪，羡慕妒忌恨是人类的本能。看联邦裁员，cfc主流明显很欣慰。
我为啥不喜欢财长呢，他讲话同97年董建华上台宣誓要治理香港房价一模一样，接着金融危机就来了，房价根本不用他治理，跌的像屎一样，然后政府开始想办法把房价搞上去，用了10年。
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又不是没见过。我最低见过黄金不到300美元。
