【南华期货:负反馈预期骤增,铁矿情绪相对悲观】金十期货4月21日讯,市场对倒逼出经济刺激的预期在升温。从时间节点来看,4月底有政治局会议。强刺激的可能性不大,更多的是托举式、渐进式的政策支持。此外市场降准降息的预期加强,但是从市场利率来看4月降息的可能性不大,目前主要挂钩7天逆回购利率。美联储下一个降息节点可能是6月,因此中间时段可能面临承压的阶段。所以,维持铁矿石逢高空的观点不变。如果市场对政策有预期导致的反弹,将会是较好的做空入场点。
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