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    Global Market: The Economy Is Still Very Strong.

    2016/4/16 10:41:00 33

    Domestic MarketInternational EconomyFinancial Market

    It is both unexpected and reasonable. The first quarter starts to look good. It looks like net red. GDP grew by 6.7% in the first quarter.

    This figure is higher than 6.5%, less than 6.9%, so for pessimists, this is a surprise; for an optimist, this is an accident.

    The start of the first quarter is both unexpected and reasonable.

    The 6.5% is the lower limit of the central government in 2016, while the 6.9% is the whole year of 2015.

    Gross domestic product

    The growth rate.

    It is an indisputable fact that the economy is slowing down, but the positive factors are growing. This is also an objective phenomenon. It is not clear now how long the growth of the positive factors will last. It will eventually achieve the L inflection point of the economic exploration. Although some people are now predicting the U font or the W font, it may be a short-term possibility, but as a long period, the cycle is obviously negligible.

    China's industrial added value increased by 6.8% over the same period last year, with an increase of 5.9% compared with the previous year, with a forecast value of 5.9%. The former value is 5.9%. In the 1-3 month, the industrial added value increased by 5.8% over the same period of the previous year, and the expected value was 5.5%. The value of fixed assets in China increased by 10.7% over the same period last year. It was expected that 10.4% and 1-2 months were 1-2. In March, the total retail sales of social consumer goods increased in China compared with the same period last year. The total volume of retail sales of consumer goods increased by the same period last year, with the expected growth rate of 5.9%.

    In 1-3 months, the new construction area of housing increased by 19.2% compared to the same period last year, and increased by 13.7% in 1-2 months. In 1-3 months, the sales area of commercial real estate increased by 33.1% compared to the same period last month, and the growth rate of sales in 1-2 months increased by 28.2%. 1-3 months, the sales of commercial housing increased by 54.10% compared with that of the previous month, and grew by 1-2 months. China's money supply in March was the same as that of M2.

    In connection with the foreign trade figures released shortly ago, external exports increased by 10%, compared with 20% last month. Two figures were enough to drive analysts crazy, while CPI was 2.3% lower than expected.

    PPI

    The ratio rose 0.5%, down 4.3% from the same period, but less than expected, while PMI has been above 50, indicating that the business is more positive for the future market.

    It can be said that the domestic economy is good.

    At the same time, the international economic situation is also very strong.

    First of all, the Federal Reserve has stopped its pace of raising interest rates. Although there are different voices, the rate of interest rate hike will be reduced from 4 to 2 times.

    Secondly, Russia and OPEC have already reached the intention of freezing production of crude oil without obtaining the views of Iran, and the relationship between supply and demand is expected to ease. This directly led to the two rebound of crude oil and broke through 41 US dollars from more than 30 US dollars, and the price of bulk commodity futures also rebounded with the rise of crude oil futures prices.

    Furthermore, it is affected by the rebound of crude oil.

    dollar

    Weakening ties, the Dow rebounded to a new high, pulling the European stock market also rebounded, the market risk appetite increased significantly.

    GDP started the first quarter, inflation pressure slowed down, and the external market strengthened, all of which made many sellers analysts enthusiastic. Guotai Junan's Ren Zeping shouted 3600 points, rendering multi funds rolling admission.

    Li Daxiao, a British securities company, has consistently announced that the stubborn bears have surrendered and the stock market has entered the slow bull cycle again.

    And on the disk, the index also seems to be unable to fall down, and the trend is about to break down. There are always mysterious forces in the market to perform muscle show openly, regardless of cost to pull up "two barrels of oil" and financial stocks, infected by this big village, "coal flying color dance" resurfaces, and even the gem index stocks also have money to play the same role. The foreign exchange bureau Indus tree platform has been accepted by CICC's "debt to equity swap" and has entered the ranks of major shareholders of many blue chips, and the market has erroneously pmitted two national teams.

    Blood boiling, blood boiling, blood boiling.

    Three important words.

    But, however, the index is actually not strong enough, so far even 3100 points can not get through, let alone 3600 o'clock.

    Why is the index going to go back and forth in three stages? I'm afraid it's related to the current capital structure. The national team is a very urgent thing to do, but the promise that is not easy to quit is interpreted as a kind of God's existence. Every afternoon, when the two teams see each other at the end of the afternoon, every day when the market is broken, it will become more and more like a casino. The market is not like the market. It's more and more like a casino. The bet is whether the national team does not show up, and whether they want to make an opponent dish with the national team. This pattern puts all participants into prisoner's dilemma.


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