发帖数: 1 | 1 美银美林牛熊指标
Chart of the Moment – BofAML’s Bull & Bear Indicator
怎么才能获得呢？ |
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w****o
发帖数: 2260 | 2 http://www.cnbc.com/2017/03/01/bofa-raises-sp-500-target-but-bull-market-closer-to-ending.html
Bank of America Merrill Lynch raised its forecast for the S&P 500 — but it
did so because it believes over-optimism is taking hold, and the years-long
market rally will end soon.
The firm's year-end target for the index is now 2,450, up from 2,300
previously. That makes BofAML's estimate the third-highest among 16
strategists surveyed by CNBC in early February.
"We are updating our models to reflect th... 阅读全帖 |
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d*2
发帖数: 2053 | 3 https://finance.yahoo.com/news/citi-people-arent-taking-possibility-
123424335.html
[Bloomberg]
Julie Verhage
September 13, 2016
Trump tail risk?
A new note from Citigroup Inc. says that while the firm still puts the
probability of Hillary Clinton securing the U.S. presidential election at 65
percent, investors are not taking the remaining chance of a win by Donald
Trump very seriously.
"A 35 percent probability for a Trump victory is more meaningful than
investors may be appreciating," the team... 阅读全帖 |
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t**n
发帖数: 58 | 4 金融菜鸟一个，请帮忙选一下。。
Average Annual Total
Short Bonds/Stable/MMkt 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5
yrs. 10 yrs. Since* Inception Expense Ratio
Stable Value
Transamerica Stable Value Advantage Account 1.65 1.62 1.62 1.68
2.03 2.46 3.09 N/A N/A
N/A N/A N/A N/A N/A N/A N/A N/A
Interm./Long-Term Bond 1 mo. 3 mos. YTD 1 yr. 3 yrs. 5
yrs. 10 yrs. Since* Inception Expense Ratio
Intermediate-Te... 阅读全帖 |
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f*********9
发帖数: 1986 | 5 重要思想，upgrade to Buy, added to BofAML US 1 List Constituent , target price $225, 分拆DVD是为了寻找未来买家，最有可能的是Amazon.
Media reports of an inevitable NFLX acquisition have been around for years;
problem was, however, that none of the potential technology-focused
acquirers
would want NFLX’s DVD business. The streaming business meshes well with the
strategies of several of the largest tech companies, particularly after
proving that
customers were willing to pay for the service. The most likely acquirer in
o... 阅读全帖 |
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s***o
发帖数: 2191 | 7 这个股有意思，极端保守的morningstar给了“buy”，而极端激进的BofAML竟给了“
underperform"，完全颠倒了 |
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T*********4
发帖数: 451 | 8 Bernstein $160 <- $210
BofAML $195 <- $220
MS $211 <- $236
JPM $228 <- $266
Goldman $140 <- $182
UBS $180 <- $210
Citi $170 <- $200
Macquarie $149 <- $188
BMO $153 <- $213
Wells Fargo $160 <- $210
猜到是哪只股票吗？ |
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S*****n
发帖数: 766 | 9 受访的经济师普遍预期，我国第二季的经济表现不会与上月中旬公布的预估数据相差
太远，但还是存在一定的下行风险。
根据预估数据，我国第二季国内生产总值（GDP）比去年同期增长3.7％，经季节性调
整后比第一季环比上扬15.2％，显著超越市场预期。预估数据是根据季度的前两个月
份（4月和5月）所统计。
贸工部将在下周一发布今年第二季度的经济调查报告。
星展集团（DBS）经济师谢光威受访时表示，当下周的详细数据出炉时，制造业的表
现预计会比预估的差，但服务业有望比预估的好，两者互相抵消彼此的影响，使得数
据不会和预估有太显著的差距。
瑞士银行（UBS）经济师郑汪清认为，新加坡经济已有触底迹象，下行风险有限，而
6月的制造业产值和外贸数据虽略显逊色，但采购经理指数维持稳健，因此预计二季
度的经济增长不会比预估数据差太多。
联昌国际（CIMB）经济师宋生文强调，虽然经济并未出现全方位的复苏，但整体情况
确实在改善，有鉴于去年的基数并不高，所以经济增长有望维持，而联昌国际也已经
上调全年增长预测到3％至3.5％。
美银美林（BofAML）经济师蔡学敏指出，服务业正继续推动经济增长，制造业有望随
着外... 阅读全帖 |
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S*****n
发帖数: 766 | 10 根据企发局发布的最新数据，电子及非石油国内出口在7月萎缩7.6％，这主要是个人
电脑、集成电路和磁盘碟片分别下跌31.2％、9.6％和23.4％所致。非电子非石油国
内出口则在7月扩大3％。带动出口的主要是船只的结构、印刷品和石化增长所致，分
别增长3579.3％、91.1％和21.8％。
=========================================================================
由于电子出口萎缩，新加坡非石油国内出口持续下滑，7月份同比下滑0.7％，但这还
是比经济师预测的来得好；6月份的非石油国内出口下跌8.9％。
路透社向12家分析机构取得的预测数据显示，经济师对7月份非石油国内出口的中位
数预期是环比增长0.4％和同比下滑3.2％。
根据国际企业发展局（IE Singapore）发布的最新数据，电子及非石油国内出口在7
月份萎缩7.6％，这主要是个人电脑、集成电路和磁盘碟片（disk media）分别下跌
31.2％、9.6％和23.4％所致。
非电子非石油国内出口则在7月份扩大3％。带动这项出口的主要是船只的结构、印刷
... 阅读全帖 |
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