2011-06-19
聯準會於4月27日宣布QE2於6月底結束，全球股市及商品兩大市場都出現拉回整理的格局，
科技業大老紛紛看壞下半年景氣
美消費佔GDP仍達7成以上水準，在房地產復甦緩慢，失業率亦在9.1％，為避免全球經濟持續惡化下周FOMC會議，預估貨幣政策仍持續寬鬆，
6月20日將召開歐洲財長會議，希臘債信危機可能解除，美元將回跌，亞洲貨幣將走高，可望化解外資大清倉的賣壓?
《台北股市》後QE2時代操作，兩名師不同調 - Yahoo!奇摩股市
2011年6月2日
QE2 stimulate demand in H2 of 2011
Stock market outlook: Q3, 2011- Q2-2012
1) QE2 started last November and end at June of 2011. It takes 6 to 18 months before the dollar hits the U.S. economy in a meaningful way. So expect $600 billion to start hitting toward the end of 2011.
Once the stimulus hits the economy, it’s not just $600 billion. It’s probably more like $3 trillion. The multiplier effect is 5 to 10X. A bubble may happen in 2013.
Economics 101: Price is ruled by supply and demand. Nonfinancial companies are at their highest cash levels for bad times. Stock buy-backs are at their highest levels. When Corporate profits are at their highest levels and QE2's money come to market, the demand and stock price will increase.
2) Barack Obama wants to get re-elected. The tax cuts got extended.
3) unemployment? In every recession Period, Companies hire temp workers first before they hire full-time workers.
4) Innovation. Barely a year ago the iPad came out.
Next stop: Dow 20,000 Outside the Box - MarketWatch
1) QE2 started last November and end at June of 2011. It takes 6 to 18 months before the dollar hits the U.S. economy in a meaningful way. So expect $600 billion to start hitting toward the end of 2011.
Once the stimulus hits the economy, it’s not just $600 billion. It’s probably more like $3 trillion. The multiplier effect is 5 to 10X. A bubble may happen in 2013.
Economics 101: Price is ruled by supply and demand. Nonfinancial companies are at their highest cash levels for bad times. Stock buy-backs are at their highest levels. When Corporate profits are at their highest levels and QE2's money come to market, the demand and stock price will increase.
2) Barack Obama wants to get re-elected. The tax cuts got extended.
3) unemployment? In every recession Period, Companies hire temp workers first before they hire full-time workers.
4) Innovation. Barely a year ago the iPad came out.
Next stop: Dow 20,000 Outside the Box - MarketWatch
2011年4月10日
The Economist lower GDP growth in Taiwan in 2011 to 4%
The Economist Intelligence Unit has revised down its forecast for real GDP growth in Taiwan in 2011 to 4%, from 4.3% previously.
CommonWealth Magazine
CommonWealth Magazine
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