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需求预期推动商品价格反弹
除了国际油价外，大宗商品价格在最近两个月出现了可观的上涨，这要归功于基金近期的大力做多，CFTC近期公布的持仓数据显示，美国期货市场上，基金的大宗商品净多头持仓幅度大幅上升，投资者似乎一改去年下半年以来的悲观气氛，对于资源品的价格预期开始升温，这种情况在国际和国内两个市场上同时出现。
水皮杂谈：从不正常回归正常
房地产的调控如果从2004年算起,进入2012年已经有8个年头,差不多相当于一个抗日战争，对于房价走势的预期上上下下都在趋于理性,一方面是在过去的8年中房价已经有了数倍的增长,另一方面价值规律必然会发生作用，有涨有跌，合理回落是正常的。不正常的则是对这种回落或调整的预期,一般而言有两种极端。一种语不
