HH最新：
On the All-hands National Video Conf to steady the economy: only marginal details over the state council meeting over the weekend, which was met by market plunge on Monday; 90bn trucks, 40bn micro loans, -140bn tax, 320bn social security delayed
As the market had a chance to plunge after the state council meeting, & news marginally positive from the videoconf, traders less likely downside-biased while waiting for more detailed policies to come through — still stuck.
Given the downturn, emphasis on food supply & jobs while property still ailing, infrastructure will be key - special bonds and quota next year could be brought forward. Best bet may not be infrastructure ETFs/companies - everyone knows. Bet on Commodities secular rise instead.
On the All-hands National Video Conf to steady the economy: only marginal details over the state council meeting over the weekend, which was met by market plunge on Monday; 90bn trucks, 40bn micro loans, -140bn tax, 320bn social security delayed
As the market had a chance to plunge after the state council meeting, & news marginally positive from the videoconf, traders less likely downside-biased while waiting for more detailed policies to come through — still stuck.
Given the downturn, emphasis on food supply & jobs while property still ailing, infrastructure will be key - special bonds and quota next year could be brought forward. Best bet may not be infrastructure ETFs/companies - everyone knows. Bet on Commodities secular rise instead.
难得居然和大神想法一致，我这是有进步了么
中小微收入来源制造业，制造业消费大宗商品，中小微经济和大宗相背，但资本方向是实物的大宗；所以有了今天看到的“智障”，(经济停，物价涨) 本来房地惨囤热钱，现在股票市场也可以存起热钱，可股民在股票市场一直当家不做主，送钱，没好处；钱还是去了大宗；基于1-4月铜铝合金塑料数据，只看能源+粮
洪灝：洪帅帅说
On the All-hands National Video Conf to steady the economy: only marginal details over the state council meeting over the weekend, which was met by market plunge on Monday; 90bn trucks, 40bn micro loans, -140bn tax, 320bn social security delayed
Rhetorics suggests some room for monetary maneuvering later. But recognition of policies in 2020 means no flooding the system for now. Mortgage rate already lower, property policy city-specific, but unlikely effective cos weak confidence & income. No surprise again.
As the market had a chance to plunge after the state council meeting, & news marginally positive from the videoconf, traders less likely downside-biased while waiting for more detailed policies to come through — still stuck.
Given the downturn, emphasis on food supply & jobs while property still ailing, infrastructure will be key - special bonds and quota next year could be brought forward. Best bet may not be infrastructure ETFs/companies - everyone knows. Bet on Commodities secular rise instead.
中小微收入来源制造业，制造业消费大宗商品，中小微经济和大宗相背，但资本方向是实物的大宗；所以有了今天看到的“智障”，(经济停，物价涨) 本来房地惨囤热钱，现在股票市场也可以存起热钱，可股民在股票市场一直当家不做主，送钱，没好处；钱还是去了大宗；基于1-4月铜铝合金塑料数据，只看能源+粮
洪灝：洪帅帅说
On the All-hands National Video Conf to steady the economy: only marginal details over the state council meeting over the weekend, which was met by market plunge on Monday; 90bn trucks, 40bn micro loans, -140bn tax, 320bn social security delayed
Rhetorics suggests some room for monetary maneuvering later. But recognition of policies in 2020 means no flooding the system for now. Mortgage rate already lower, property policy city-specific, but unlikely effective cos weak confidence & income. No surprise again.
As the market had a chance to plunge after the state council meeting, & news marginally positive from the videoconf, traders less likely downside-biased while waiting for more detailed policies to come through — still stuck.
Given the downturn, emphasis on food supply & jobs while property still ailing, infrastructure will be key - special bonds and quota next year could be brought forward. Best bet may not be infrastructure ETFs/companies - everyone knows. Bet on Commodities secular rise instead.
伦敦宣布对俄罗斯实施新制裁
作为针对 17 亿英镑贸易的新一轮制裁的一部分，英国将提高对从俄罗斯和白俄罗斯进口的铂金和钯金的关税。
一系列产品的进口关税将提高35%。 伦敦还将禁止向俄罗斯出口总值 2.5 亿英镑的化学品、塑料、橡胶和机械等商品。
“这是英国政府宣布的第三波贸易制裁，不包括黄金和能源，将使从俄罗斯进口的商品受到限制的比例达到96%以上，超过60%的对俄商品出口受到限制。” 全部或部分限制，”政府在一份声明中说。
London Unveils New Sanctions Against Russia
The UK will raise tariffs on imports of platinum and palladium from Russia and Belarus as part of a new round of sanctions targeting £1.7bn of trade.
Import tariffs on a range of products will be raised by 35%. London will also ban exports of goods such as chemicals, plastics, rubber, and machinery to Russia, worth a combined £250mn.
“This is the third wave of trade sanctions announced by the UK government and, excluding gold and energy, will bring the proportion of goods imports from Russia hit by restrictions to more than 96%, with more than 60% of goods exports to Russia under whole or partial restrictions,” the govt said in a statement.
作为针对 17 亿英镑贸易的新一轮制裁的一部分，英国将提高对从俄罗斯和白俄罗斯进口的铂金和钯金的关税。
一系列产品的进口关税将提高35%。 伦敦还将禁止向俄罗斯出口总值 2.5 亿英镑的化学品、塑料、橡胶和机械等商品。
“这是英国政府宣布的第三波贸易制裁，不包括黄金和能源，将使从俄罗斯进口的商品受到限制的比例达到96%以上，超过60%的对俄商品出口受到限制。” 全部或部分限制，”政府在一份声明中说。
London Unveils New Sanctions Against Russia
The UK will raise tariffs on imports of platinum and palladium from Russia and Belarus as part of a new round of sanctions targeting £1.7bn of trade.
Import tariffs on a range of products will be raised by 35%. London will also ban exports of goods such as chemicals, plastics, rubber, and machinery to Russia, worth a combined £250mn.
“This is the third wave of trade sanctions announced by the UK government and, excluding gold and energy, will bring the proportion of goods imports from Russia hit by restrictions to more than 96%, with more than 60% of goods exports to Russia under whole or partial restrictions,” the govt said in a statement.
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