Future chat group

Think of communication between people as a supply and demand relationship. What value you have to others will determine how much others value their relationship with you. Whether it is emotions, money, health and other factors, they are all included in the value.

Lin Anxi didn't go around the corner originally, or he didn't think Lei Hao would have much effect on people in the system like him. After all, he was not greedy and would not participate in Lei Hao's industrial operations.

But if Lei Hao can give a correct view on the development trend of the financial market at some point, Lin Anxi will have to consider how to maintain this relationship.

"In the end, I still committed empiricism. Xiao Lei can earn a huge fortune in a short period of time, how bad can he be? Just because of his academic qualifications, we can't not value his ability. We can't just because he is always in If you are busy making money, just ignore his role in other fields." Lin Anxi sighed in his heart.

On the surface, Lin Anxi acted like "I'm so optimistic about you" and started chatting and laughing, and the meaning of intimacy in her words also went to a higher level.

But no matter how cunning the old fox is, he will inevitably reveal some clues.

"The day after tomorrow is the Fed meeting on interest rates. Last time Xiao Lei said he was optimistic about the increasing pressure to raise interest rates and the appreciation of the US dollar. I have read a lot of information in the past two days, but some parts are not very clear." Lin An's suit is ordinary. As in the conversation, this topic was brought up.

"Where?" A bright light flashed in Lei Hao's mind, and he immediately had a high probability of determining the reason for Lin Anxi's change of attitude.

Variables are here. As a variable, Lin Anxi has to bear due pressure, but he can also strive for due benefits.

"I'm not very sure about the U.S. dollar asset allocation." Lin Anxi was moved and threw out her doubts.

It looks like they are chatting, but in fact, Lei Hao is the only one who can grasp the overall situation through future information. Of course, Qiu Yuting does not know the specific situation, and even Lin Anxi is in a state of "compliance".

"In my opinion, a definite rate hike will not make the U.S. dollar appreciate. The Federal Reserve has raised interest rates seven times in recent decades. After that, the U.S. dollar weakened four times, fluctuated once in a range, and strengthened twice, so it is confirmed that the U.S. dollar will raise interest rates. , does not mean releasing a signal of dollar appreciation." When it comes to the financial field, Lei Hao is even more confident.

Lin Anxi's question was also very simple. He just tentatively asked about the allocation and changing trends of U.S. dollar assets by central banks and major institutions before the interest rate meeting. He also slightly revealed the status of some Chinese institutions and some research and analysis data.

"From a historical perspective, the appreciation of the U.S. dollar generally consumes expectations of interest rate hikes. If it should appreciate, it will have gained sufficient appreciation before the rate hike is determined. Now the Federal Reserve's analysis of the pressure on the U.S. dollar to raise interest rates, I personally I think it is not certain enough, or... the trend of the financial market is not a direction that can be 100% certain."

"The value of currency is a reflection of a country's economy. The U.S. economy has picked up recently. Regardless of all factors, North America has a demand for production materials, and it is a sustained demand. These production materials are basically part of the U.S. dollar assets."

Lei Hao raised a few points, but they were all data commonly found in documents. To be honest, they were of little use.

Different people will ultimately draw different results from the same document. Lei Hao's conclusion is also very simple: "The force that wants the dollar to appreciate is greater than the force that wants it to depreciate. This is a human subjective initiative. Objectively speaking, The U.S. dollar also has room to appreciate."

"As long as the value appreciates, funds will flow back into the United States. As long as there is funds, I don't know other places, but the financial market will be more active. From a book perspective, financial institutions will have a much easier time."

"From a big-picture perspective, the Fed certainly doesn't want the dollar to appreciate, at least not now, but they also don't want the dollar to depreciate, and the latter is more important than the former."

"The financial market during this period gave me the feeling that...the space and speed of long US dollars have slowed down. Coupled with some other research and analysis documents, I feel that appreciation is bound to exist, and interest rate hikes are bound to not exist. Yes, it is a high probability event that interest rate hike expectations will be pushed up."

Whenever there was a disagreement, he posted data and discussed opinions. Lei Hao was satisfied with what he said, and then turned his attention to Lin Anxi. Seeing that the other party listened carefully, he couldn't help but breathe a sigh of relief.

"In the final analysis, it's still about the market's sense of smell." Qiu Yuting shook her head and laughed beside her. She could tell that Lei Hao's views were too subjective. He almost regarded his own views as representing some variables of the market development trend. As long as there was a mistake in one link, everything would be over. It means that the chain of evidence is broken, and the overall situation is completely different.

Unexpectedly, Lin Anxi shook his head and said: "Research and analysis, in the final analysis, also has to give a conclusion, which side is correct and which side is wrong. In the final analysis, it is a probability of choosing one of the two. , but just the probability of choosing one of the two has deceived a large number of people."

Lin Anxi's tone was full of sighs, and she turned her head and became a little more enthusiastic. She invited Lei Hao and Qiu Yuting to drink tea, and the conversation became more and more in-depth.

Others don't know whether Lei Hao's views are correct, but Lin Anxi already knows most of them in advance. He can't say that he is 100% sure, but at least as of now, the probability of being correct has greatly increased.

Whether the central banks of major countries and major institutions are optimistic about a certain currency or not, the operations involved are not trivial. Although the profits of institutions like the Bank of China come from fixed interest spreads and price differences, as long as they make a move, the data The circulation of billions of monetary funds has pushed up the exposure risk a little bit, which is a difference of tens of millions.

If Lei Hao's point of view is correct, Lin Anxi can stand on the right side. It's okay to talk about profits. It's not his money anyway, but it's okay once or twice. If you accumulate this kind of stance several times, the impact will be huge. Go big.

"Stay for dinner? I still have some Chinese ingredients here that are hard to buy in the United States." After thinking about it, Lin Anxi looked at Lei Hao with a somewhat eager look. He was completely taken aback by his so-called airs. Abandoning it, I even felt lucky to be able to make friends with Lei Hao through the Qiu family's relationship.

Qiu Yuting was surprised. Everything was normal before. Why did President Lin suddenly become so kind? Still staying for dinner? Aren't you afraid that it won't sound good if it gets out?

"I'll bother you another day. Tingting has just arrived in the United States and has already agreed to some entertainment, so it's hard to turn it down." Lei Hao was completely sure of his suspicions from Lin Anxi's attitude.

"Then tomorrow, that won't work. There will be many meetings tomorrow. Hey, from now on, Tuesday will be the earliest." Lin Anxi counted with his fingers and said with a smile: "Then let's do it on Tuesday. I'll show you the results then." A handful of cooking skills.”

Lin Anxi said enthusiastically, but he set the time for Tuesday, the day after the Federal Reserve's interest rate meeting. This old fox is really very calculating.