z*****x
发帖数: 2370 | 1 several forecasts from the fed were released at 2:15pm. the msg:
incrementally hawkish! |
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s******s
发帖数: 1793 | 2 两害相遇取其轻.
我部分同意你的看法.我其实想选第三个, 但是这样回浪费了我的选票.
所以我选O8. 共和党的hawkish外交政策已经让美国吃尽苦头, ROMNEY上台
会继承小BUSH的好战政策,围堵中国, 与伊朗开战. 老中码工本来想省几个子后来连工
作都保不住, 中美之间的军事贸易摩擦可能让码工更受歧视. 只要有工作可以跳槽可以
挣外快你多叫几个税钱会死? |
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i*********n
发帖数: 5465 | 3 (Reuters) - Major stock indexes have never been higher - and yet that's
hardly scaring people.
Stocks have soared in 2013, with the Dow .DJI climbing almost 11 percent to
hit a series of new all-time highs while the S&P 500 .SPX has jumped 9.4
percent, falling just short of its all-time closing high after rising for 10
of the past 11 weeks. And yet, analysts for the most part see equities as
fairly cheap.
The rally has slowed, however. In the last eight trading sessions, the S&P
500 has managed ... 阅读全帖 |
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B*******n
发帖数: 20645 | 4 He has the most hawkish voice in the FED. |
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l*********m
发帖数: 16971 | 5 美国参议员麦凯恩唿吁占领香港，解决美国秘密监听问题被泄露一事。
In an interview with BBC World News, the hawkish Republican said that by
hosting the leaker, Edward Snowden, Hong Kong has proven itself to be an
enemy of the United States.
在于BBC世界新闻节目的一次的访谈中，这位鹰派共和人谈到，既然香港对于爱德
华·斯诺登这位泄密者提供了庇护，那么香港就已经证明它是美国的敌人。
"Either you're with us or you're against us," McCain explained to anchor
Freddie Lyon, "and clearly the nation of Hong Kong is against us. By
harboring this known cybercriminal they pose a clear and present danger to
the A... 阅读全帖 |
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b*****p
发帖数: 9649 | 6 http://www.cnbc.com/id/100968089
Updated 10:19 p.m. The U.S. Congress passed a last-minute deal Wednesday
night to avert a damaging debt default and to reopen the government after a
more than two-week shutdown. President Barack Obama is expected to sign the
bill momentarily.
The U.S. House of Representatives voted to pass the bill shortly after 10 p.
m. with 285 members voting for the legislation and 143 opposing it. The
Senate passed the same bill 81 to 18 shortly after 8 p.m.
"I want to thank ... 阅读全帖 |
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c*******y
发帖数: 1630 | 7 第一天入市？
fisher是骨灰级hawk，我最喜欢他了。 |
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c*******y
发帖数: 1630 | 9 现在群莫乱舞，已经不光是grandma market了 |
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a**********2
发帖数: 355 | 11 微信公众平台 USOPTIONS
Americas : Market Intelligence – Morning Update
by Chris Hussey
Published March 24, 2014
Stocks in Asia were decidedly higher Monday as evidence that China policy
makers are shifting to a pro-growth mode again mounts in the wake of
continuing disappointing data. Over the weekend, the HSBC PMI survey was
released and indicated another step down in business confidence with the
dispersion index dipping to 48.1 from 48.5 in February. Yu Song highlights
in a brief note Friday, "Ch... 阅读全帖 |
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a**********2
发帖数: 355 | 12 Americas : Market Intelligence – Morning Update
微信公众平台 USOPTIONS
by Chris Hussey
Published March 28, 2014
Stocks in Asia were mixed Friday with a somewhat positive tilt as Japan and
Hong Kong saw gains while Shanghai and Taiwan ticked down a hair. Data out
of the region continues to paint a complex picture. In Japan, February
retail sales were strong (+3.6% yoy) but appears to be tied to consumers
buying items ahead of a planned sales tax hike in April since the February
real household spendi... 阅读全帖 |
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c*******y
发帖数: 1630 | 13 同意1，4
1.暂时没必要猜转势，1900支撑位刚跌破，密集成交区在1850和1880之间，这没跌破，
离200DMA还有一定距离，但值得警惕的是，突破1880以后一路是缩量上涨，最近的下跌
放量明显。除非猜顶猜中，现在激进点可以加仓空，这时候开仓空不推荐。
4. 价值角度，中国股市整体估值比美股比非常低，个股具有长期投资机会。但系统性
风险，尤其
是公司债，企业债，虽然只有几个孤立的违约事件，但实际情况相当严重。
只能说肯定会有危机，什么时候无法预测
不同意2，3
2. 美国跟中国不同，散户的资金已经跌到非常低比重，从资金流动看，institute
investor一直偏空，尤其三大股指期货，/ES，/TF large trader净空头数周
3. 现在要找能大跌的理由，一抓一大把，地缘冲突（这个big picture还是ZH有统计，
每次军事冲突以后，跌的概率和幅度都不低），QE3也就2次或者3次就结束了。
有几个图值得警惕，fed balance sheet在QE以来和SPX的相关性非常强，这波下跌伴随
着很大的背离。另外HY的outflow已经形成趋势，一般HY是风险情绪的先行... 阅读全帖 |
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i********y
发帖数: 346 | 14 最主要是美联储的会议纪要，明年加息比预期快，this is very hawkish,但又没明确
讲什么时候开始加，怎么加，市场不确定性增加了。我个人看法美股现在仅仅是在半山
腰，等一切明朗化还有的涨 |
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s***d
发帖数: 15421 | 15 我现在看好空dax其实可以空到20。利润比美国大，德国财政部比fed hawkish无数倍。
欧洲推出qe在反手long dax。估计会比美股有油水。 |
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d******5
发帖数: 4273 | 16 Wall Street rebounds after jobless claims, Fed
comment
http://finance.yahoo.com/news/futures-slump-
selling-pressure-continues-114455151.html
NEW YORK (Reuters) - Stocks on Wall Street
rebounded from earlier lows on Thursday to trade
little changed as a flurry of economic reports
helped ease fears a weakening global economy would
begin to affect the United States.
Data on Thursday painted a more optimistic picture
of the U.S. economy, as initial jobless claims fell
to their lowest level in 14 ye... 阅读全帖 |
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a*******t
发帖数: 1886 | 17 WASHINGTON (MarketWatch) — A comment from a hawkish Federal Reserve
official on Thursday that bond buying should continue beyond its scheduled
end lifted stock markets and surprised many observers.
The Federal Reserve should consider extending its bond-buying program beyond
October due to the market sell-off to see how the U.S. economic outlook
evolves, said James Bullard, the president of the St. Louis Fed, on Thursday.
At the moment, the Fed is buying $15 billion in securities each month,
havi... 阅读全帖 |
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p*******9
发帖数: 85 | 18 http://www.marketwatch.com/story/feds-fisher-supports-ending-qe
If I'm not mistaken, Fisher support to END the bond buying.... not support
to continue... and he is the hawkish official with voting rights this year.
Instead, dovish Bullard supports to keep buying, but he doesn't have a vote
this year...
beyond
Thursday.
U. |
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C*K
发帖数: 400 | 19 嗯，党内感觉问题不大。我特别好奇她在中间选民中的popularity怎么样？有时候还是
感觉她显得过分hawkish了，虽然说这是为了和奥拉开距离。还有就是好奇她和Israel
的关系会怎么样？
：她想的是一箭双雕，而不是两败俱伤。所以没在党内胜出的情况下这些矛盾的话题她
坑定不表态。老太太精，但是太明显了。
： |
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m*****y
发帖数: 3981 | 20 今天 大盘 黄金 美元 bond 的走法是dovish 啊 |
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h**********h
发帖数: 589 | 22 难说，连着两天暴跌然后拉起就是set up?主要看Fed会议。
如果言语hawkish一些，暴跌，如果言语dovish一些，会涨，但是觉得不一定会暴涨。 |
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s***d
发帖数: 15421 | 23 非农一塌糊涂.hawkish 都软了,估计pce也不好看. |
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s***d
发帖数: 15421 | 24 老子昨天就说了 fed 的hawkish 都嘴软了,怕什么,买! 美国也要财政刺激,我这么说吧
,trump 已经开始表露自己的经济立场,财政刺激,举债,低息. 呵呵. gop的茶党估计也
要全部滚蛋了. |
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z***e
发帖数: 5600 | 25 主要是中国美国都转HAWKISH，挤空不奇怪，就算出个短暂新高也有可能，突破还是觉
得比较难 |
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y***r
发帖数: 16594 | 26 作为硅谷的代表，他愿意牺牲自己的利益，替全球化中受损的人考虑。
为了支持TRUMP，他得罪了好多硅谷的人。最后小札都不得不出来替他辩护。
要是所有的富人都有他这个自觉性，美国也没有这么多人怨气冲天了。
不患寡而患不均，中国古人说的很好。
哥给你们摘抄几段 Peter 今天的话吧，
What Trump represents isn't crazy and it's not going away'
The voters take Trump seriously but not literally.
Trump voters are tired of war. The Democratic Party is more hawkish today
than at any time since war in Vietnam.
We were promised flying cars and we got 140 characters
最后这一句是以前说的，不过他看到了整个picture。只有硅谷受益不行的，必须要各
行各业都发展才行。 |
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y***r
发帖数: 16594 | 27 作为硅谷的代表，他愿意牺牲自己的利益，替全球化中受损的人考虑。
为了支持TRUMP，他得罪了好多硅谷的人。最后小札都不得不出来替他辩护。
要是所有的富人都有他这个自觉性，美国也没有这么多人怨气冲天了。
不患寡而患不均，中国古人说的很好。
哥给你们摘抄几段 Peter 今天的话吧，
What Trump represents isn't crazy and it's not going away'
The voters take Trump seriously but not literally.
Trump voters are tired of war. The Democratic Party is more hawkish today
than at any time since war in Vietnam.
We were promised flying cars and we got 140 characters
最后这一句是以前说的，不过他看到了整个picture。只有硅谷受益不行的，必须要各
行各业都发展才行。 |
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W***n
发帖数: 11530 | 28 美元 is still t top de facto reserve currency & "safe heaven"
(given t troubles around t world)
Fed 's going to raise t rate over t next few yrs. Yields 'll go up, which
makes t dollar more attractive.
The world also thinks that Trumpconomics (my term)
'll be growth oriented (discounting his pre-election hawkish
comments on international trades) which 'll do goods to
t US economy.
So a strong US dollar.. |
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L***6
发帖数: 8307 | 29 花街这套其实是自相矛盾的 一边加息 一边大量发债 巨额的利息他怎么还？美国家庭
的杠杆率也很高 加息以后他们怎么还债？不是又和07年一样了？
现在的sentiment基于一个谎言 就是美国经济在强劲恢复 并且trump上台以后的政策
会让经济更强劲 健康通胀也会更明显 但实际上来说 更可能出现的是7，80年代的
stagflation 明年的GDP仍然是低增长甚至进入衰退 越来越多的full time工作职位离
开美国或者被机器取代 产生更多的part time的低收入服务性行业的工作 让非农报告
非常好看 实际上代表着中产工作的消失
80年代的基础利率很高 里根政府有足够的空间降息进行刺激 后面的政府一直效仿 把
基础利率最后降低到08年金融海啸后的接近于0 这样的货币宽松政策允许美国人通过
debt去拉动内需 维持高杠杆率扶植实体经济和房地产，股市的资产泡沫
现在快速加息 对美国来说就是自杀 去年12月的fomc非常hawkish 说16年加息4次 因为
美国经济在民主党和o8的领导下好的不得了 结果过了年 股市就崩盘成那样 花街控制
的cnbc这些媒体都没有办法再拿中国当替罪羊 ... 阅读全帖 |
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t**********s
发帖数: 2968 | 30 by Lananh Nguyen
January 6, 2017, 2:33 PM EST
https://www.bloomberg.com/news/articles/2017-01-06/-huuuge-dollar-rally-
predicted-by-citigroup-if-trump-triumphs
Financial markets may be witness to a massive rally led by the dollar if
Donald Trump pulls off the biggest fiscal stimulus push since the 1980s.
That’s the view of Steven Englander, global head of Group-of-10 currency
strategy at Citigroup Inc. He estimates the greenback could jump more than
10 percent against both the euro and yen if th... 阅读全帖 |
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p*****e
发帖数: 242 | 31 check and balance。
前面确实太hawkish 在自己没搞懂基本货币经纪学之前就take strong position on
interest rate, China and RMB. |
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z***e
发帖数: 5600 | 32 both ECB and FED hawkish today |
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w*****e
发帖数: 931 | 34 去年就定好的，唯一有影响是fed是否表现的hawkish。然而解释权在花街，是砸是拉剧
本早就写好。 |
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d*******g
发帖数: 114 | 35 This is not about Bloomberg, it is about GOP and Trump redirecting the
attention from Kavaunaugh nomination to some scapegoat. It is not a
coincidence that Pence also did a hawkish speech against China the same day.
：Both Amazon and Apple have refuted the story.
：Looks like Bloomberg is making a big idiot
：out of himself. |
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a*******m
发帖数: 14194 | 36 Trump真是够二的，晃点完中国，晃点沙特。
前面大张旗鼓要制裁伊朗，又声称要维持油价不能暴涨，
让沙特带领OPEC增产，以填补空间；
结果，沙特答应帮忙了，Trump有waive 伊朗的制裁，
油价直接跌了20刀。
这也太坑爹了，把沙特当傻逼了。
这回OPEC要减产了，油价要反弹了。
'Duped,' 'tricked' and 'snookered': Oil analysts say Trump fooled Saudis
into tanking crude prices
https://www.cnbc.com/2018/11/15/trump-duped-saudis-into-tanking-oil-prices-
analysts-say.html?__source=yahoo%7Cfinance%7Cheadline%7Cstory%7C&par=yahoo&
yptr=yahoo
Oil markets analysts say it appears that the Trump administration tricked
Saudi Arabia and oth... 阅读全帖 |
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j******n
发帖数: 2206 | 37 MIT Economics and Talent Forum cordially invites you to the following
seminar, given by Prof. P. J. Duan (段培君 教授 中央党校战略研究室主任)
FREE PIZZA and beverages will be provided. Come hungry and leave happy:)
China’s Housing Bubble FEARs
A more hawkish stance on macro real estate policies
(中国房地产与结构性宏观调控)
Time: Monday May 10th, 2010 6:30pm ~ 8:30pm
Location: MIT Tang Center (E51)- Room 395 (70 Memorial Dr. Cambridge, MA)
(Parking & Directions: http://talentforum.org/directions.htm)
主讲人 简介
段培君，中央党校哲 |
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l*********m
发帖数: 16971 | 38 【 以下文字转载自 Stock 讨论区 】
发信人: lovefreedom (古板潜水员), 信区: Stock
标 题: 美国参议员麦凯恩唿吁占领香港，解决美国秘密监听问题被泄露一事
发信站: BBS 未名空间站 (Mon Jun 24 18:56:40 2013, 美东)
美国参议员麦凯恩唿吁占领香港，解决美国秘密监听问题被泄露一事。
In an interview with BBC World News, the hawkish Republican said that by
hosting the leaker, Edward Snowden, Hong Kong has proven itself to be an
enemy of the United States.
在于BBC世界新闻节目的一次的访谈中，这位鹰派共和人谈到，既然香港对于爱德
华·斯诺登这位泄密者提供了庇护，那么香港就已经证明它是美国的敌人。
"Either you're with us or you're against us," McCain explained to anchor
Freddie ... 阅读全帖 |
|
p*****c
发帖数: 20445 | 39 【 以下文字转载自 Military 讨论区 】
发信人: JerryKK (Jerry), 信区: Military
标 题: 美国参议员麦凯恩：因斯诺登事件，美国应该轰炸入侵香港
发信站: BBS 未名空间站 (Fri Jun 14 15:12:38 2013, 美东)
美国资深参议员麦凯恩：因斯诺登事件，美国应该轰炸入侵占领香港
http://dailycurrant.com/2013/06/10/john-mccain-calls-for-invasi
John McCain Calls For Invasion of Hong Kong
U.S. Senator John McCain called for the invasion of Hong Kong today in
response to recent leaks about secret surveillance programs.
In an interview with BBC World News, the hawkish Republican said that by
hosting the leake... 阅读全帖 |
|
g***j
发帖数: 40861 | 40 【 以下文字转载自 Military 讨论区 】
发信人: JerryKK (Jerry), 信区: Military
标 题: 美国参议员麦凯恩：因斯诺登事件，美国应该轰炸入侵香港
发信站: BBS 未名空间站 (Fri Jun 14 15:12:38 2013, 美东)
美国资深参议员麦凯恩：因斯诺登事件，美国应该轰炸入侵占领香港
http://dailycurrant.com/2013/06/10/john-mccain-calls-for-invasi
John McCain Calls For Invasion of Hong Kong
U.S. Senator John McCain called for the invasion of Hong Kong today in
response to recent leaks about secret surveillance programs.
In an interview with BBC World News, the hawkish Republican said that by
hosting the leake... 阅读全帖 |
|
N*****s
发帖数: 3324 | 41 尽管我们没见过面，没喝过咖啡，没吃过饭碗，没微信过，但我是你的一个粉丝。欣赏
你女汉子的性格，hawkish的女人特别是彪F字的时候很性感，还有总是精辟有哲理的回
复，不少是本站收藏精品。不料大胸貌美腿长条件那么优越，又地处南加州也愁嫁，不
公平啊。老夫我每周一顶到你不active为止。
发信人: mynight (一束星光), 信区: Piebridge
标 题: 我的征婚模板
发信站: BBS 未名空间站 (Thu Jan 8 17:43:26 2015, 美东)
性别：美女。
爱好：美男。
年龄：比你小。
身高/体重：比你矮/比你轻。
所在地：教室
工作/学生：学无止境
当前婚姻状况：随时可以合法结婚。
自我介绍：很傻很天真
对对方的要求：四肢发达，头脑简单，生活可以自理。
我觉得我真的算不挑剔的了，多年以后，悲催的发现，符合条件的，不是打架斗殴搞散
了，就是基本都昏了。。。。于是我决定修改为：
性别：女。
爱好：男。
年龄：可以代办身份
身高/体重：我喜欢自信的男人/身体健康
所在地：办公室
工作/学生：取决于你对学无止境的看法。
当前婚姻状况：随时可以合法同居。
自我介绍... 阅读全帖 |
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N*****s
发帖数: 3324 | 42 尽管我们没见过面，没喝过咖啡，没吃过饭碗，没微信过，但我是你的一个粉丝。欣赏
你女汉子的性格，hawkish的女人特别是彪F字的时候很性感，还有总是精辟有哲理的回
复，不少是本站收藏精品。不料大胸貌美腿长条件那么优越，又地处南加州也愁嫁，不
公平啊。老夫我每周一顶到你不active为止。
发信人: mynight (一束星光), 信区: Piebridge
标 题: 我的征婚模板
发信站: BBS 未名空间站 (Thu Jan 8 17:43:26 2015, 美东)
性别：美女。
爱好：美男。
年龄：比你小。
身高/体重：比你矮/比你轻。
所在地：教室
工作/学生：学无止境
当前婚姻状况：随时可以合法结婚。
自我介绍：很傻很天真
对对方的要求：四肢发达，头脑简单，生活可以自理。
我觉得我真的算不挑剔的了，多年以后，悲催的发现，符合条件的，不是打架斗殴搞散
了，就是基本都昏了。。。。于是我决定修改为：
性别：女。
爱好：男。
年龄：可以代办身份
身高/体重：我喜欢自信的男人/身体健康
所在地：办公室
工作/学生：取决于你对学无止境的看法。
当前婚姻状况：随时可以合法同居。
自我介绍... 阅读全帖 |
|
c****t
发帖数: 19049 | 43 HALF-LIVES
the first luisa rey
mystery
I
Rufus Sixsmith leans over the balcony and estimates his body’s velocity
when it hits the
sidewalk and lays his dilemmas to rest. A telephone rings in the unlit room.
Sixsmith dares not
answer. Disco music booms from the next apartment, where a party is in full
swing, and
Sixsmith feels older than his sixty-six years. Smog obscures the stars, but
north and south
along the coastal strip, Buenas Yerbas’s billion lights simmer. West, the
Pacific eternity East... 阅读全帖 |
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s******n
发帖数: 45 | 44 ft, wenxuecity is getting hopeless, always using big title to attract
readers with no good content. we heard about the jap textbook story
long long time ago. the "crowd" in the picture looks really small and
pathetic.
our government should have been more aggressive on these issues. why r
those politicians so hawkish towards taiwan and the u.s., but so weak
against jap? i think that would be much more effective than some of us
not buying japs stuff. |
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z***e
发帖数: 5600 | 45 Dovish fed -> usd down, eur up, stock up, gold up, bond price up
Hawkish fed -> Usd up, eur down, stock down, gold down, bond price down
★ 发自iPhone App: ChineseWeb 7.8 |
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w**********y
发帖数: 1691 | 46 The market sensed the statement to be slight hawkish. So dollar rebounds,
and gold and some other commodities drop. |
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o**********e
发帖数: 18403 | 47 【 以下文字转载自 Military 讨论区 】
发信人: beijingren (to thine own self be true), 信区: Military
标 题: 日本财务大臣不留神揭示这一切是如何结束：“战争”
发信站: BBS 未名空间站 (Sat Mar 26 17:46:34 2016, 美东)
https://www.gc.cuny.edu/CUNY_GC/media/LISCenter/pkrugman/Meetin
Krugman.pdf
While this all started with a currency "war," it seems - according to a
stunningly candid transcript of Japan's finance minister's conversation with
none other than Paul Krugman - that the real endgame here is actual war.
Aso remarked that "a similar [deflationary... 阅读全帖 |
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