d*****s
发帖数: 5610 | 1 The Conference Board says its Consumer Confidence Index fell more than
expected to 63.4 from a revised 72.0 in February. Economists expected a
decline to 65.4, according to FactSet. |
C******e
发帖数: 1850 | 2 数据越差越说明FED不会贸然涨息嘛。说不定还有QE3呢，嘻嘻！ |
w*******o
发帖数: 6125 | 3 The bad news is the good news. |
d*****x
发帖数: 1520 | 4 别指望了，没看见FED有人说话了吗？
【在 C******e 的大作中提到】
: 数据越差越说明FED不会贸然涨息嘛。说不定还有QE3呢，嘻嘻！
|
d*****s
发帖数: 5610 | 5 盼QE3，不过估计没戏。
现在是希望Fed几个大嘴巴不要在5月前再乱说话了。否则本来5月份出货，现在3月底就
要出货了。
【在 C******e 的大作中提到】
: 数据越差越说明FED不会贸然涨息嘛。说不定还有QE3呢，嘻嘻！
|
C******e
发帖数: 1850 | |
u********e
发帖数: 4950 | 7 QE is the only thing supporting the stock market now |
k********8
发帖数: 7948 | |
S****r
发帖数: 472 | 9 Then, how do you explain the banks performance recently. Aren't the banks
are the most benenficial sector from QE (able to get cheap money)?
Most stocks affected our day-to-day life still undervalued, the companies
had reduced costs last two years ,and now the revenue is coming back. Pick
stocks with lower PE values and the ER season is around corner.
【在 u********e 的大作中提到】
: QE is the only thing supporting the stock market now
|
u********e
发帖数: 4950 | 10 No, banks are not the most beneficial sector from QE.
Banks need to have a steep yield curve to make money since they are not
allowed to do the propriate trading now.
The banks will benefit from the economy growth and the high interest rate.
【在 S****r 的大作中提到】
: Then, how do you explain the banks performance recently. Aren't the banks
: are the most benenficial sector from QE (able to get cheap money)?
: Most stocks affected our day-to-day life still undervalued, the companies
: had reduced costs last two years ,and now the revenue is coming back. Pick
: stocks with lower PE values and the ER season is around corner.
|
