Gossip: God Has Given China A Rare Opportunity For Development.

QE is the quantitative easing policy launched by the Federal Reserve to deal with the financial crisis in 2008. Through the implementation of different stages, the total amount of money released has reached 4 trillion and 400 billion dollars. The implementation of QE successfully dragged Wall Street out of the mire of collapse. The initiator was the chairman of the Federal Reserve, Bernanke, and Bernanke's biggest heart knot before leaving office was how to end QE, and Bernanke became the bell maker and the next person to solve the problem. The reason is that QE has three poisons, especially the drug is not an ordinary medicine, but also a morphine, an opium, and an addictive heroin.

How did the financial crisis happen? That is because the continued loose monetary policy finally led to subprime risk and liquidity. So, QE is not going to repeat the same mistakes in the long run? So quantitative easing can only be a temporary solution, not only a temporary solution, but also a timely exit. It will become the culprit of the next round of crisis. Wall Street will be plunged into a vicious circle of crisis, stimulus, recovery, fanaticism, bubble and crisis. There will be no tomorrow when the US economy stabilizes, employment rises and private investment is active. When will QE withdraw?

In this way, the QE ended not too early but late. From the height of the Dow, it has gone far beyond the 14198 high point in October 2007, and the market has entered a bull market climax.

In other words, if the exit of QE is bad, then the bad luck has been in existence for two years. The immunity of investors is stronger and stronger. To some extent, the bad profits will turn out to be profitable. This is probably the reason why the Dow has recently returned from its 15800 low point to 17200 points.

Of course, QE takes the lead and moves the world.

The withdrawal of QE means that the Fed's currency is tight, and the direct result is the return of the US dollar. The return of the US dollar will inevitably lead to a stronger dollar, and a stronger US dollar will accelerate the return of the US dollar, which will also become a self reinforcing cycle.

The repatriation of the dollar can deduce two results.

There is a comprehensive pullback, the two is the overall decline in commodity futures prices.

The former is due to the contraction of liquidity, and the latter is due to the valuation of the US dollar.

The former represented in Brazil, South Africa, Russia, and Korea, and Taiwan, China. The latter represented oil and gold. Oil prices had fallen below 80 US dollars and gold had also fallen below 1200 US dollars.

For China, QE's exit has both advantages and disadvantages, but its advantages outweigh its disadvantages. First, the Chinese market and the way of pointing fingers against the bear for five years do not have a strong linkage in itself. Secondly, the decline in commodity futures prices, especially the decline in oil prices, is obvious to China's energy giants. The decline in oil prices actually means the decline of CPI, which means that the danger of inflation is diminished, which means that the competitiveness of Chinese goods in the international market has been enhanced, and the heavens have given China a rare opportunity for development.

The Dow may be borrowed.

The exit is much more attractive, but A shares are sure to get the benefits of QE exit.

One is in heaven, one is underground, the other is fengshui, and five years later it turns to A shares.

In the same way, "

Whether it is good or bad? "Shanghai and Hong Kong Tong" is good, no matter whether it is stage or long-term, but it is bad in the short run.

Therefore, from this perspective, the delay is not necessarily a bad thing, which means that the speculation is effectively lagged behind. Once it is reconfirmed, it will come back again.

In fact, the Shanghai stock index has been out of the market for four days in a row. The blue chip sector, which is represented by finance, has played a leading role. Bank shares are the first to bear the brunt. Their performance in the three quarterly report is just a pretext for deceive people. The discount of A shares and H-shares is a powerful driving force to make up. 2400 points and 2500 points, including 2600 points, 2700 points and 2800 points, are only the integer points in the development process of the market. There is no great significance and no need to make a fuss. Now, basically, we can confirm that 2300 is a rare bull's turn.