下周金融市场估计又是腥风血雨1:OPEC+未达成实质协议。墨西哥不打算执行减产计划,即使美国帮其承担一部分都不行。墨西哥原油产量,和匹配减产额度本身就不多。之前我就说过,原油问题背后围绕的问题不是单单通过协议能够达成的,原油战继续!2:美联储宣布购债计划衍生至垃圾债。这是一个继续做空美股的重要信息,BBB债务占美国企业债50万亿规模的近一半。以油气,旅游为代表的行业已经出现显著的债务问题。美联储资产负债表破天荒的暴增。央行注入流动性,短期支持市场反弹,但是后半场的暴跌不会迟到。3:疫情严重成都增加:所有经济复苏的基础。尤其美国,贸易停滞,消费腰斩,失业率暴增。4:美股反弹进入成交密集区,继续增加空单头寸。#WTI# #US30#
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