c*****r
发帖数: 8227 | 1 费城联邦储备银行刚刚发布的大费城地区制造业指数从7月份的+3.2猛跌到8月份的-30.7。
从这个指数与美国非农业人口新就业人数统计数字(Nonfarm payroll employment)的长期对应关系来看，似乎也指向了美国的就业情况将恶化到经济衰退时的水平 |
|
|
f******d
发帖数: 6361 | 3 明天看看nonfarm payroll怎样
先是看到8月很多州失业上升，可是作天又说7月很多州失业下降。 |
|
w**j
发帖数: 1032 | 4 3,000 increase in May. Private sector growth was somewhat healthier as
private nonfarm payrolls grew 154,000 in July, following an 80,000 rise in
June and 99,000 increase in May. In the private sector, improvement was seen
in both goods-producing and services-providing sectors. The public sector
weighed on overall employment.
-----------
go to hell, tea party!
all the growth in private sector was offset by the government layoff |
|
I******y
发帖数: 100 | 5 数字就是美国政府强奸股市的避孕套，想干时就抄一个，用完了就扔，嗯，差不多就是
这样。今天的nonfarm payroll数字居然是0，这得干虚脱到什么地步才能整出这么个数
字来。所以可以看出来，现在的情况是，美国政府频繁地换套套，想把股市干到死。下
周初会反弹一下，然后会一路跌倒21日开会,然后逼迫大本说是自愿，不是强奸。嗯，
好像就这样了。
with |
|
|
|
|
L**J
发帖数: 606 | 9 应该不会有太大变化,还是9.1
市场反应难以预料.今天如果维持现状我就hold或者出小部队，如果下午龙霸的厉害就
出大部队 |
|
|
u********e
发帖数: 4950 | 11 确实很难预料市场反应
如果好于预期,估计肯定能涨吧. 但这个可能性又比较小 |
|
u********e
发帖数: 4950 | 12 Non-farm payrolls grew more than expected, up by 103K
Unemployment rate at 9.1%
Future spiked up |
|
|
u********e
发帖数: 4950 | 14 恩, 轻仓做多
正考虑是不是要继续追进去,呵呵 |
|
r*m
发帖数: 16380 | 15 不错啊。
我重仓跟下来，再跟上去，白粉心，白菜钱 |
|
u********e
发帖数: 4950 | 16 帮主是中长期value play, 是Buffet 风格的, 这点小风小浪算什么,呵呵 |
|
z****g
发帖数: 4616 | 17 搞了半天，还真当我是神啊？啥事都来问我，自己查下不就知道了吗？
Oct 7 8:30 AM Nonfarm Payrolls |
|
U********n
发帖数: 1010 | 18 这个也是我想要看的东西。
谢谢分享啊。
ＢＴＷ：
THURSDAY: Jobless claims, 这个是每个星期都有吗？
每个月的那个是什么啊？nonfarm 什么吗？ |
|
p**8
发帖数: 3883 | 19 每个星期 4 都有: Jobless claims
每个月first friday: nonfarm |
|
k********f
发帖数: 6033 | 20 Nonfarm Payroll预期131,000。低于预期的可能性很大。 |
|
b*****s
发帖数: 1475 | 21 private sector jobs +
jobless claims +
nonfarm payrolls ? |
|
R******W
发帖数: 9 | 22 Kinda afraid the US market will open too high tomorrow. Hopefully, the
nonfarm payroll just shows moderate gain.
All of the US economic indicators are trending up. Don't understand why so
many people are bearish? European sovereign debt crisis has been there for a
while.How many people know what the real risk is? |
|
|
k********f
发帖数: 6033 | 24 Nonfarm Payrolls， Private Payrolls都低于预期。 Average Hourly Earnings降低
，都是retail雇佣的临时工啊。 |
|
i*u
发帖数: 299 | 25 Both equities and commodities ended higher while bonds finished slightly
lower in February; large cap stocks outperformed small cap stocks as the
Russell 2000 lost steam last month. Looking forward, the Russell 2000
accelerated its downside momentum as we entered into March. Stock's trading
volume continued to narrow last week as investors were aware of small upside
potential. On the fixed income front, the short-end of the curve is more
favorable technically speaking as the 2yr yield was facing... 阅读全帖 |
|
u********e
发帖数: 4950 | 26 Nonfarm payrolls beated
Sell on news? |
|
i*u
发帖数: 299 | 27 Stocks edged higher after Tuesday's sharp decline, the S&P500 closed
slightly higher for the week while the Russell 2000 bounded strongly.
Employment data buoy optimistic economic trend, whereas nonfarm payrolls
came in strong with 227k jobs created (vs. 213k est.) in February, meantime
January's revision marked the highest record since May 2010 from 243k to
284k. Bonds faced pressure on outstanding economic data, the entire yield
curve lifted upward and the short-term rates rallied the most la... 阅读全帖 |
|
i*u
发帖数: 299 | 28 Weaker economic releases didn't cool down the steam of the bull; stocks
bounced quickly after three days sharp declines in the middle of the week.
Equities had been ridiculously strong so far this year, although the U.S.
economic condition is still questionable as the nonfarm continued to growth,
the S&P500 finished with the best first quarter gain since 1998. On the
other hand, the fixed income market took a small hit this quarter as the
Treasury yields rose across the curve, the 10-year is now... 阅读全帖 |
|
i*u
发帖数: 299 | 29 Market quickly reversed off the low after making a bullish technical turn
early this week, where the S&P finished up over 20pts and the Dow closed
higher by 200pts. The Treasury curve came down slightly along with poor GDP
result (2.2% vs. 2.7% est.) and consumer confidence (69.2 vs. 70 est.) this
past week. Despite the fact that major domestic economic data continued to
worsen on recent releases, equities kept on moving higher in coincidence
with the bearish fundamentals becoming more questiona... 阅读全帖 |
|
|
i*u
发帖数: 299 | 31 Market disappointed with the weak jobs data, even though the unemployment
rate took a small step back from 8.2% to 8.1% in April, nonfarm payrolls
added the least jobs ( 115k vs. 163k est.) since November 2011. Stocks gave
up almost the entire gains that were generated in late April. On the other
hand, fixed income products buoy from this pessimistic employment print, the
10yr Treasury yield is currently trading at 1.83%, which is just 10bps away
from its all time low. Looking forward next week,... 阅读全帖 |
|
i*u
发帖数: 299 | 32 Although stocks gave up some of their gains in Friday's session before the
holiday long weekend, the S&P 500 had finally founded a little ground after
three consecutive weekly losses. In the meantime, housing data buoy
investors confidence as both existing home sales (4.62M vs. 4.60M est.) and
new home sales (343K vs. 335K est.) outpaced analysts' forecast. Bond price
volatility stayed quiet and directionless ahead of a busy economic calendar
week, where the Treasury curve finished almost unchan... 阅读全帖 |
|
k********f
发帖数: 6033 | 33 Prior Prior Revised
Nonfarm Payrolls 115,000 77,000
Private Payrolls 130,000 87,000 |
|
i*u
发帖数: 299 | 34 Weaker economic data continued to push the bearish momentum forward; May
nonfarm payrolls' (69k vs. 165k est.) disappointed the market by adding the
least job in the last 12 month periods. Furthermore, consumer confidence (64
.9 vs. 70.0 est.), Chicago PMI (52.7% vs. 56.8% est.), and the ISM
manufacturing index (53.5% vs. 54.0% est.) all showed below estimate
readings throughout this past week. These pessimistic releases drove the U.S
. bond market to trade at record high that the 10yr is curren... 阅读全帖 |
|
k********8
发帖数: 7948 | 35 better wait until after nonfarm.
i won't mind paying extra for less uncertainty. |
|
D*****i
发帖数: 8922 | 36 二战以后还没有哪个总统能在失业率8%的情况下连任。不过O8运气好，对手是个神棍，
看来O8要创造历史了。 |
|
|
D*****i
发帖数: 8922 | 38 二战后连任的总统有8个，选举的那个月的失业率都是在8%以下。
任期内失业率创下最高纪录的是里根，为1982/12的10.8%，不过到选举的那个月1984/
11，失业率降到7.2%。 |
|
|
m*****o
发帖数: 2084 | 40 Romoney 最近搞钱搞得很狠呀，比奥巴马多不少。
奥巴马还没多少把握吧？
说实在的，奥巴马玩经济也他妈够呛。
就拿给中国轮胎加税这事吧，他以为自己吊，可以随意搞中国，
就他妈搞了，还吹牛逼，keep了5000 Jobs。
结果，胡总，啪，就给他一个大嘴巴，直接对美国汽车加税，加到20%多。
美国人至少在中国汽车市场上少挣10 billion，丧失本来要增加
50，000个工作机会。
你算算，obama放一个屁，keep的5000 Jobs，得值多少钱一个吧？
至少 2M $ /个。
中国市场这么大，对美国这么友好，奥巴马不趁着危机的时刻，
多搞点中国份额，多赚点钱。结果，自己不长眼，想装逼，被胡总
打脸打得啪啪得响。
胡总的中国，不是朱消气时代的中国了，但是，奥巴马和他的幕僚，
还停留在美国可以对中国为所欲为的时代。
今天中国把市场对GM关闭，不出仨月，GM就得破产，再来一个Bail out！ |
|
|
p********o
发帖数: 8012 | 42 那基本都连任了啊，没几个失业率高的样本啊。
因为失业率大于八没有连任的估计少于三个，样本小了点，巴马可以轻松击败 |
|
m*****o
发帖数: 2084 | 43 国商务部星期三（14日）表示，
中国将对从美国进口的大型轿车和越野车征收22%的惩罚性关税。
http://www.bbc.co.uk/zhongwen/simp/business/2011/12/111213_chin
新关税将涉及美国今年价值40亿美元的车辆出口。
相关内容
世贸组织驳回中国输美轮胎倾销被罚申诉
中美轮胎贸易纠纷世贸终裁利美国
针对的车型包括通用汽车公司生产的凯迪拉克的凯雷德，菲亚特克莱斯勒集团生产的大
型切诺基越野车，戴姆勒股份公司生产的梅塞德斯越野车。
中国官员说，美制越野车和大型轿车被倾销到中国市场，对中国汽车工业造成巨大破坏。
向中国出口汽车已经有25%的关税，新关税是在这个基础上追加的。
这是中美两国一连串贸易争端中最新一起。
在这之前，中国控告美国对中国轮胎征收惩罚性关税违反世贸组织规则。
9月份，世贸组织做出裁决，认为美国的做法符合世贸规定。
北京采取最新的举动正值两国关系处在相当敏感时期。
中国货币和贸易政策在美国总统候选人竞选中成为批评焦点。
中国不断增强的外交和军事影响力也引起地区和世界关注。 |
|
|
m*****o
发帖数: 2084 | 45 美国车本来性能差点，就价格低些，性价比还行，
所以在国内还有点竞争力。
但是土共这么一加关税，美国车，美国产的车加22%，就不便宜了。
德国的宝马，奔驰，大众，只有2%。
不是把美国车朝死里弄吗？
GM， Ford， Chrysler肯定对奥巴马有意见！
奥巴马就是活该！ |
|
D*****i
发帖数: 8922 | 46 不要过分解读失业率了，我的意思只是O8很可能以烂经济连任创记录。 |
|
D*****i
发帖数: 8922 | 47 这年代就是以对天朝装逼耍酷为时髦。
共和党的更是整天骂骂咧咧的。 |
|
m*****o
发帖数: 2084 | 48 当然，罗姆尼也不是好东西。
美国商学院出来的，搞死人投资的，大资产家，吸血鬼的杰出代表。
还是邪教徒。
这种人要是能照顾中下层人民，照顾华裔，那就见鬼了。
华尔街给他那么多钱，人家不会白掏钱的。
他一年整几千万美元，才10%的税率，自己就搞离岸资产。
你让他自己给自己加税，你觉得可能吗？
所以，不管谁上台，美国都他妈好不了，美国政府早就不代表
美国人民了，早就成了大资本家，大资产阶级的傀儡了，还培养
中产阶级？ 见鬼去吧。
不过话说回来，罗姆尼上台，可能会鼓励投资，降低或持平投资税率，
减少发给下层人的福利，对银行业，吸血投资界应该算利好。
美国爱崩不蹦，反正咱就一小蚁民，随波逐流吧。 |
|
D*****i
发帖数: 8922 | 49 共和党和民主党就是狗咬狗，一嘴毛，谁也不强多少。 |
|
|
