20110525 Follow Me 15

8.8

“The risk/reward once again favors being long commodities,” Jeffrey Currie, head of commodities research at Goldman Sachs in London, wrote in an e-mailed report today. “Economic growth will likely be sufficient to tighten key supply-constrained markets in the second half, leading to higher prices.”

从现在开始，出于风险/回报的原因更加倾向于持有多头商品。因为下半年的经济增长足以紧缩重点的供给受限的市场，这将会导致高价格。

Via FT.com Alphaville:
We remain structurally bullish commodities
Although we remain structurally bullish and have long argued the structural case for being long, timing does remain critical. This was evident in the recent market correction, which brought commodities down roughly 10% from their April highs.
With prices now more in line with near-term fundamentals and price targets, we believe that the risk/reward once again favours being long commodities.
Although the economy has likely shifted into a slower, but sustained, growth environment, we continue to expect that economic growth will likely be sufficient to tighten key supplyconstrained markets in 2H2011, leading to higher prices from current levels.

11,1
so many index ,so many stock, my fiance knowage is poor ,work hard!

13 and 13
with the rate of T-bills raises , the price of dollar raises.
but..why do the prices of staple commodities go up?
I can understand.
maybe the extend of the raise of the rate of T-bills is not enough.
en...with the advise of goldman,the price will go up for a while,
let wait for the next informations.

Chinese will be a little more difficult.

6,6
好长的一篇文章，不会的也很多，有点小受打击。
The increase in S&P 500 futures indicated the gauge will advance from the lowest level in a month. Alcoa Inc., the largest U.S. aluminum producer, rose 0.9 percent in pre-market trading. LinkedIn Corp. slipped 1.6 percent as investors including Lawrence Haverty of Gamco Investors Inc. said the hottest initial public offering in the U.S. since at least 2006 may not be growing fast enough to justify its valuation.
The yield on the two-year Treasury note added one basis point to 0.54 percent before the U.S. sells $35 billion of the notes, the first of three auctions this week totaling $99 billion. A government report at 10 a.m. in Washington may show purchases of new U.S. houses held close to a record low in April, according to the median forecast in a Bloomberg survey of 75 economists.
求牛人翻译一下这一段，不是很理解

15,15
With rebounding of commodities market, the investment institute turned more bullish on raw materials so that they altered their call of selling commodities to the call of buying.

8# yushengfan
这是25日的 提前发 and thank you for your participation

12-12  
来嘞、、、

A government report at 10 a.m. in Washington may show purchases of new U.S. houses held close to a record low in April
华盛顿上午10点的**报告或许说明四月份是新建房产的购买力的最低点

6,6
好多专业术语....

6.6
well, compared with other ariticals about the Goldman's latest report , we can see that the rise of crude oil' price will be surely seen in a few months time, however ,in my opinion, investors may still wait for some time to master more details and the lowest point before their investment .