While this week we are positioned to trade around the "Obama Bounce", ie selling Usd on growing risk appetite, these trade will be short term and we are expecting a longer term bout of Usd strength.
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Doug Kass, founder and President of hedge fund Seabreeze Partners Management, said the Wall Street rally was an "Obama bounce, not an Obama rally".
对冲基金海风资产管理公司的创始人和总裁Doug Kass说这次华尔街的上涨是一次“奥巴马似的反弹,但不是一次奥巴马似的复苏”。
Barack Obama faces a tough challenge: America's output is set to shrink by 0.9%, although it should bounce back more strongly the following year.
巴拉克·奥巴马面临着艰巨的挑战,美国的生产量已经缩水了0.9%,虽然它会在未来的一年里以更强劲地势头恢复。
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