最近的几个动向--可以连贯起来遐想

ctcld

FED 官员全体出动（除耶伦）为大本讲话消毒

WASHINGTON (MarketWatch) - The Federal Deposit Insurance Corp. said Tuesday it plans to introduce a much-anticipated leverage limit proposal for big banks on July 9. It's expected that the restrictions will be tougher than restrictions included in a global capital agreement, known as Basel III, approved by the Federal Reserve Tuesday.

WASHINGTON (MarketWatch) -- Barclays said Wednesday that it cut its second-quarter GDP trading estimate to 1.0% from 1.6% after the trade deficit widened in May. In a note to clients, Barclays blamed the larger-than-expected increase in imports in the month for the downward revision. A higher trade deficit is a drag on GDP. Earlier, the Commerce Department reported that the May trade gap rose 12% to $45 billion in May, well above economists' forecast of a deficit of $40.3 billion.

大概可以得出猜想：就业无改善，QE照旧，外松内紧，9月后股市有望新高。

Jeff

Thanks!

Oceanview

新高时肯定的。qe结束前或后必有新高。

oldpigwang

9月,或后， 一定会taper.
"QE照旧"无望。

GuoYang

landlord

   

dsp

Fri is no good?

Oceanview

oldpigwang 发表于 2013-7-3 10:17 AM
9月,或后， 一定会taper.
"QE照旧"无望。

为什么是9月？

oldpigwang

Oceanview 发表于 2013-7-3 11:53 AM
为什么是9月？

9月左右，very likely 9月， 85 b down to 70~65 B.

Oceanview

oldpigwang 发表于 2013-7-3 11:59 AM
9月左右，very likely 9月， 85 b down to 70~65 B.

你从哪看得，还是自己猜测的？

oldpigwang

Oceanview 发表于 2013-7-3 12:06 PM
你从哪看得，还是自己猜测的？

From Fed member talk.

redflag

rightonmoney

大牛学游

我是谁

遐想 起来

Oceanview

节日愉快

acoust

节日愉快!

依妹

kristall