Chapter 497: "Infighting"

There was silence in the conference room again.

Next week is the last trading week in May, which is the eve of the penultimate weekend before the important data comes out, and Wang Nuo can give a research report at the end of next week at the latest, but ...... Green Corner billion-dollar plates, if you don't give them some time to operate, what's the use of the research report?

The beginning of the month is a frequent occurrence area of important data, and the ideal situation is to leave a few days for the investment team to eat research reports, and then operate accordingly.

Wang Nuo can also see that the group of people under his hands are completely waiting for him to cut the variables.

This is also the usual mode of operation of the research team, the vast amount of information and data, the subordinates are responsible for miscellaneous, control the direction, and always be the core of the team.

There are so many variables, the boss first expresses his opinion on a variable that he is most sure of, and then everyone studies it accordingly, and finally comes up with a probability that is different from other teams, and then submits it.

For example, Wang Nuo felt that the U.S. stock market was going to be miserable, so everyone discussed it first, and finally said that since you said so, boss, we will start analyzing.

What will happen to the decline of U.S. stocks? The U.S. dollar will be affected?

So looking back, why did the U.S. stock market fall? Is it possible that there is ABCDEFG and so on, and the probabilities represented by these variables can be re-standardized, and what will be the chain reaction of the market if these probabilities change?

As soon as it comes and goes, the changes that may occur in the entire market will immediately be unrecognizable, and then everyone will give investment advice according to this "unrecognizable" structure, which is perfect.

What? Boss, you don't have any subjective opinion on any variables, so what kind of boss are you, what are you in charge of? You go home and farm.

Yes, the person in charge is so difficult to be, the money is the most, but the pressure is also the greatest.

Lu Jianming, Meng Han, and Yuan Rongxin, three analysts, at this moment, most of the data in the market can be said to be crushed and swallowed in their stomachs, they are waiting for Wang Nuo to make a move, and then start to adjust anytime and anywhere, this is their job.

"Looking at the dollar first, from the perspective of the state of capital flows, the net inflow data of the U.S. capital market in March is...... Negative $24.7 billion. ”

"In April, it was a net inflow of $13 billion. ”

"May is expected to be a net inflow. ”

"The U.S. dollar weakened in the first quarter and has continued to be volatile and weak in the second quarter until now. ”

"The depreciation, outflow and inflow, the stock market stopped falling and stabilized, the non-agricultural and other economic data are good or expected, and the expectation of interest rate hikes is strengthened, my view is that the exchange rate may change from worse to better than good......

"Gold prices have been rising, and I personally believe that even if the dollar stabilizes and recovers, the trend of gold and the dollar will enter the cross-contrast area for the time being, and the market risk aversion should not fade so quickly. ”

"Australia's economic data is better than that of the United States, offsetting the impact of the exchange rate, and the positive will turn into a bearish ......"

"Oil prices are picking up, the manufacturing sector is showing signs of recovery, and the economy is stabilizing ......"

"The sound of trade friction has disappeared, and the international market has ...... convergence"

When Wang Nuo opened his mouth, he threw out several opinions, looking at the expressions of several subordinates in the conference room whose mouths were getting wider and wider, his tone was also constantly changing.

At first it was steady, then it began to look subdued.

For people in the industry, Wang Nuo's point of view is a very easy to understand point of view, which can be summed up as: the dollar is warming, the price of gold is not falling, oil will rise, the Australian dollar is not comparable to the dollar, and countries should cooperate after the friction is over.

There are many contradictory things, such as the dollar index rebounding, then the price of gold should fall, the economic data in the Australian dollar area is good, but it is bearish on the Australian dollar.

One point of view is not unusual, three or four points of view are thrown, and the market data is not to mention unrecognizable, it is simply broken and recombined, but through the concatenation of arguments, these fragments can be magically combined into a new market.

However, if Wang Nuo's analysis is all correct, his view of the market is not the kind of "heaven falling apart", he points out a line of shock and change.

In a stable volatile movement, the Australian dollar exchange rate on this road will be densely covered with a thin black line, and eventually ...... Fall to a certain point.

It's not the kind of fall like 1 or 2 percentage points in early May, but the frog will be boiled in warm water, it is a trend, not a sudden big change.

The difficulty in this becomes greater, and everyone in the industry knows that trends cannot be gambled.

Countless short-term changes can form a trend change, no one can bet on the trend, because the market is changing all the time, analysts point out that the trend change is to have mixed all the possible things on the timeline, and then give a view.

And...... The green corner is trading on the left, and they think the movement will come, but the timing is uncertain.

What does Wang Nuo's point of view mean when condensed? He believes that the variables have been caused, and there may be dense yin lines behind it, and no matter what time unit is used to open the K-line chart, it may be a state of dense yin lines.

It's not the opposite, but it's ...... slapped the green corner.

Trading on the left side, that is, the top has not yet arrived, and you are still taking the cost to change positions, and you have already indicated that the market is coming, which is a bit faceless.

"I have some different views on the U.S. market in May, if there is a net inflow of funds, but the stock market, exchange rate and other places have not changed accordingly, does this mean that this view is doubtful, or even so, the data has no signs of improvement?" Meng Han immediately refuted Wang Nuo's point of view from the results, and he also had a killer feature: "The research report of the green corner, we have always been able to read it......"

"Lao Meng, don't you think it's ......" Wang Nuo showed a weird smile and asked: "It is a bit strange to believe that an investment team, and it is an externally released research report of an investment team that is being laid out. ”

"What Mr. Wang means ......" Meng Han swallowed his saliva suddenly.

"Green Horn is deceiving people?" Lu Jianming was also frightened by this speculation.

"Impossible, right?"

"Is this necessary?"

Everyone was immediately blindsided, but when you think about it, many things immediately come to mind, such as ...... Who knows the specific position of the Green Corner? Who can be sure that these data are not the data thrown by the Green Corner itself?

From an investment point of view, it is normal to deliberately lay a puzzle, and it is not surprising that Green Corner now has money and fame in his hands.

From the point of view of studying business cooperation, it is also possible for Green Corner to do this, and it is very likely, the investment team, that is, the buyer, this group of goods often shouts at me to sell short while buying, and then ...... If the sell-side research team dares to give a bearish view, and the market goes up in the end, what do you think will happen?

There is no honesty in financial markets, only profit.

Wang Nuo also found these clues from some clues, so his decision was...... Have an "infighting" with the green corner.