Search | Energy EXCH
  • Search Energy EXCH
Posts by Trader
Website
Posts by Trader
    Advanced Search Options
    Post Types (all, none)
    Websites (all, none)
    Post Attachments (all, none)
    Sort Results By
    Date Range
    Back to Basic Search
    • zew replied Nov 7, 2013

      As long as immigration policy continues, there is no bubble. Because population keeps growing, more and more foreign investors bring cash to Australia. Even 50% local Australian can't afford house in inner suburbs, so what? House supply can't meet ...

      AUD/USD
    • zew replied Nov 7, 2013

      If daily chart could close above 0.9430. I will close all my shorts and long AUD then wait for next high to add more shorts aggressively.

      AUD/USD
    • zew replied Nov 7, 2013

      当矿业迅速衰退，澳大利亚需要其它行业来填补出口和就业的空缺。 由于过去10年迅速上升的汇率使得澳大利亚劳动力成本非常高，这使得制造业几乎没有生存的空间。但是，过去这些流失的工作岗位，被超强的矿业吸收。 现在矿业不断裁剪劳动力，制造业早已凋敝。澳大利亚需要其它行业来支撑经济，特别是农业，商业以及地产。农业出口意味着澳大利亚必须降低汇率来和新西兰，巴西竞争。商业需要低利率以及低汇率。地产需要更低的银行利率，以及汇率来吸引海外投资。

      AUD/USD
    • zew replied Nov 7, 2013

      AUD is undervalued or overvalued ? It depends on when you looking at this price from which angle. 1.07 was not overvalued, 0.89 was not undervalued, even 0.61 was not undervalued. China printed 4000B RMB in 2008 , local goverment loaned more than ...

      AUD/USD
    • zew replied Nov 7, 2013

      中国目前的经济和非常高的地方债已经不能向过去一样从澳大利亚大规模进口铁矿和煤炭了。 澳大利亚不能维持过去的高出口，商品价格从高位逐渐下滑的趋势不能支撑澳币到达1：1甚至更高的汇率。 当然如果澳币能够到达1：1，这将是一个巨大的惊喜，一个绝佳的做空机会。中国贸易已经下滑到gdp贡献1%，这对于发展中国家来说是极其不正常的。明年中国地方债和美元退出qe，双重挤出效应，对于能够在高位做空澳币来说，是超额利润了。 我不认为澳币能走到0.98及更高，但是我心里很希望能越高越好，因为带来了极佳的做空机会。

      AUD/USD
    • zew replied Nov 6, 2013

      Just closed long orders. Short at 0.9540. Before we can see an optimistic jobless report, I don't think AUD can clear 0.9550

      AUD/USD
    • zew replied Nov 5, 2013

      One report can be interpreted into multiple versions, depends on what you want. If big boys want to push AUD, it will rally into new high.

      AUD/USD
    • zew replied Nov 3, 2013

      Thank you. Last Friday China manufacturing PMI didn't push AUD as much as non-manufacturing... Interesting. I think USD INDEX hasn't finish rally yet. AUD probably will not jump too much.

      AUD/USD
    • zew replied Nov 1, 2013

      Is there any reason to make Fed to Taper QE? US are enjoying in what QE brings to them. I think QE will exist much longer than most of people thought.

      AUD/USD