w****o
发帖数: 2210 | 1 万维读者网记者唯一编译报道：Forbes杂志刊登的专栏文章说，现在人们关注的是美国
房地产市场上有多少银行收屋，买主压价买便宜房等等。但是First Trust Advisors的
经济学家Brian Wesbury说，如果美国不加紧建房的话，到明年会措手不及。
在一次采访中他说，随着人口的增长美国每年需要150座新房才能满足需要，如果把那
些旧的倒塌的房子算进去，则需要160座新房或者更多。从目前的房产市场存货看，现
在的房子只够维持六到七个月的销售。
根据政府的数字，2009年十二月美国建造新房的年率是每年557000座，比十一月份下降
了4%，比2008年十二月下降了25.3%。
有些人可能对这个数字不以为然，因为想到市场上还有很多的银行收屋待出售，但是
Wesbury说：“不错，是有不少银行收屋待售，但是现在新造屋太少，知跟得上人口增
长的30%，所以是远远不够的。”
根据统计，上个月银行收屋为315716座，比一年前减少了15%，比2008年12月降低了10%。
Aspiriant 资深投资经理Jason Thomas认为，由于现在就业市场差，银行收屋状况还会
恶化。由于更多 |
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l****z
发帖数: 29846 | 2 by Ross Kaminsky
I was stunned into silence by this morning's ridiculous unemployment report,
showing a magical drop in the unemployment rate from 8.1% to 7.8% despite
not one single other economic or employment indictator suggesting that such
a gain was possible.
My (anonymous) friends at Colorado Peak Politics have a good short note on
this morning's report as I'm just too angry at the report -- and
reconsidering my prior statement that it's probably not being manipulated --
to write my own no... 阅读全帖 |
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N********n
发帖数: 8363 | 4 Brian Wesbury must be a Wall St. shill. Roseman is more like it. |
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C*******r
发帖数: 10345 | 5 这个自然，其实一个比较专业的都比业余版友强，比如这个
Bear Hunt FOMO Melt-Up
By Kevin Cook
March 11, 2016 2:40 PM
have a confession: I have been a stock market bear this year. “But I had a
great reason,” you can hear me say.
My reason was the Earnings Recession. In the video that accompanies this
article, I show the update on forward estimates that shows negative 9.4% “
growth” for the first quarter and minus 4% for Q2. Even when you strip out
Energy sector data, negative 4.5% earnings “growth” is the result for Q1.
I hav... 阅读全帖 |
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