发帖数: 1 | 1 美国人leadership经典案例，丧事喜半，反过来说
slowdown the peak，延缓爆发，多好听
其实就是防疫偷懒，筛查偷懒，追踪偷懒，隔离偷懒，这样能有好结果吗
但为什么slowdown能行得通呢？
说到底还是意识形态挂帅。slowdown，跟共产主义的lockdown听起来不一样。为了反共
来slowdown，哪怕死人了也好甩锅，因为意识形态大过死人
其实真正的slowdown做的最好的也是中国湖北以外。江苏，韩国一样的面积和人口，比
韩国大得多的武汉人口流入，0死亡，看看感染人数，那才叫真正的slowdown |
|
o****y
发帖数: 1810 | 2 http://finance.yahoo.com/blogs/daily-ticker/rickards-china-slow
Rickards: China’s Slowdown Will Be Worse Than You Think
China's Premier Wen Jiabao has just warned that China's economy is now
facing challenges, including higher-than-desired inflation and an economic
slowdown.
Our guest James Rickards, the author of Currency Wars: The Making Of The
Next Global Crisis, says this slowdown will be significantly worse than most
people think. He believes it will trigger a policy response from the Unite... 阅读全帖 |
|
b******r
发帖数: 1619 | 3 http://www.marketwatch.com/story/goldman-dont-freak-out-over-gl
Published: Oct 22, 2014 12:21 p.m. ET
No major drag on U.S. growth
Shutterstock/Semmick Photo
By
WILLIAM
WATTS
REPORTER
U.S. investors shouldn’t freak out over slowing global economic growth,
says Goldman Sachs.
Worries about the eurozone sliding back into recession as policy makers
struggle to overcome deflation fears and a slowdown in China have
contributed to volatility in U.S. stocks. The Wall Street Journal on
Wednesday feat... 阅读全帖 |
|
m*p
发帖数: 1331 | 4 http://finance.yahoo.com/blogs/daily-ticker/rickards-china-slow
China's Premier Wen Jiabao has just warned that China's economy is now
facing challenges, including higher-than-desired inflation and an economic
slowdown.
Our guest James Rickards, the author of Currency Wars: The Making Of The
Next Global Crisis, says this slowdown will be significantly worse than most
people think. He believes it will trigger a policy response from the United
States that will likely lead to a third round of "quan... 阅读全帖 |
|
w**z
发帖数: 8232 | 5 http://www.linkedin.com/pulse/slowdown-bay-area-tech-hiring-tru
I believe the answer is both, true and false. There is undeniably a slowdown
in VC funding in the Bay Area as of late 2015 with all the unicorns and
even giants falling in valuations due to “tech corrections”. Fundraising
is not as easy as it was before because the bar has been set a bit higher
for startups who are raising money. I know this because we fund raised our
seed fund of $1.5M in late 2015 right before things started to sl... 阅读全帖 |
|
c*******a
发帖数: 1879 | 6 【 以下文字转载自 Military 讨论区 】
发信人: centralla (central LA), 信区: Military
标 题: The big US startup slowdown
发信站: BBS 未名空间站 (Thu Jun 21 11:18:01 2018, 美东)
The big US startup slowdown |
|
L*****d
发帖数: 5093 | 7 U.S. stock indexes on Wednesday opened sharply lower on the first trading
day of 2019, amid mounting concerns about a slowdown in China's economy,
which could ripple internationally. The Dow Jones Industrial Average DJIA, -
1.55% declined 354 points, or 1.5%, at 22,972, the S&P 500 index SPX, -1.39%
retreated 1.4% at 2,472, while the Nasdaq Composite Index COMP, -1.47% fell
1.6% at 6,526. The China Caixin manufacturing purchasing managers index
fell to 49.7 in December, marking the first time th... 阅读全帖 |
|
w****g
发帖数: 597 | 8 China vows rural support amid slowdown
(China Daily)
Updated: 2009-02-02 07:46
Jobseekers attend a job fair held for migrant workers in Fanchang, east
China's Anhui Province, January 31, 2009. [Xinhua]
China will plough ahead with tough measures to develop rural areas and
agriculture in 2009 despite expectations that this year will witness the
hardest challenges of the last decade, the central government said Sunday.
Related readings:
Rice purchasing price to rise by 16%
Bumper harvests lift far |
|
s*****3
发帖数: 1673 | 9 看看房子的需求就行了，据说最近有所缓和
slowdown
and
we |
|
W*****e
发帖数: 7759 | 10 http://finance.yahoo.com/news/Fed-Citing-Slowdown-to-Buy-US-nytimes-2936632095.html?x=0&.v=1
WASHINGTON — Acknowledging that the recovery has slowed, the Federal
Reserve on Tuesday announced that it would use the proceeds from its huge
mortgage-bond portfolio to buy long-term Treasury securities.
By buying government debt, the Fed is taking an unmistakable step to
maintain the large amount of money that it pumped into the economy, starting
in 2007, to prop up the financial and housing markets.
T |
|
z*********z
发帖数: 163 | 11 By Kathleen Madigan
http://blogs.wsj.com/economics/2010/09/07/index-points-to-slowdown-in-hiring/
An August measure of labor indicators suggests a slowing in hiring in coming
months, according to a report released Tuesday by the Conference Board.
The board said its August employment trends index fell to 96.7, down from
July’s revised figure of 97.4, first reported as 97.0. The August index is
up 9.4% from a year ago.
“Employment growth has been slow lately, and the employment trends index
sugges |
|
r***s
发帖数: 1805 | 12 Bad numbers from US, China slowdown, India only grew by 5.3 percent in the
first three months of this year, a stunning tumble from 9.2 percent in the
same quarter of 2011. 加上EURO危机. 没有QE3我看这市场不知道何时见底.
今天CUT了所有的LONG, COVER所有的SHORT, 损失了1/3一到四月的利润. 到九十月在看
吧. |
|
c**i
发帖数: 6973 | 13 【 以下文字转载自 ChinaNews 讨论区 】
发信人: choi (choi), 信区: ChinaNews
标 题: Further Evidence of China Economy Slowdown
发信站: BBS 未名空间站 (Mon Aug 11 13:46:55 2008)
(1) 中国工业品出厂价达12年最高. BBC CHinese, Aug. 11, 2008
("中国7月份的工业品出场价（PPI; Producer Price Index）比去年同期上升百分之10
，比六月份提高1.2个百分点，成为12年以来的最高点。 * * * 此外，受７月工业品出
厂价格创下12年来最大涨幅影响，沪深股市在前一交易日大跌超过百分之4的基础上，
11日再度双双出现百分之5以上的巨大跌幅。 上海证券综合指数星期一失守2500点，创
下2006年末以来的收盘新低。")
(2) 中国汽车销售亮起红灯. VOA CHinese, Aug. 10, 2008
("中国汽车市场快速增长多年之后开始亮起红灯，正在跟随中国整体经济一起放慢增长
的步伐。新的数据显示，最近几年一直以两位数 |
|
c**i
发帖数: 6973 | 14 On Sept. 5, 2008, financial Times reported Brazilian "Vale seeks 20% iron
ore price rise from China." China refused; Vale canceled the contract
unilaterally. China has said it would not return to Vale in the near future
(measuring by months).
Then yesterday the same newspaper reported that in a SINGLE month--August,
2008--the China's appetite for iron ore has sharply reduced.
James Lamont, Mure Dickie and Javier Blas, China's slowdown in economy takes
toll on global prices of commodities; India |
|
i***i
发帖数: 1632 | 15 说是很多都有5个以上offers。并且inventory很少。buyers are having a hard time
finding a deal。
With holidays approaching, real estate brokers usually expect a slowdown as
buyers and sellers shift their attention elsewhere. "This year is different,
" say some industry leaders.
Today we have one of the best markets we've ever seen for sellers。Buyers
are still surging to the market and inventory is low. It's a very good time
to sell. Owners who are eager to make the next move don't have to wait six
months or until s... 阅读全帖 |
|
o*******t
发帖数: 728 | 16 Like much of the rest of Houston, the Katy area has been dealing with a
slowdown in home sales and new housing starts this year. As oil and gas
companies announced more layoffs over the summer, the volatility has
impacted the housing market in an area closely tied to the energy industry.
"This has been an ongoing eventuality," said Aaron Layman, a Realtor in Katy
who said he was not surprised by early numbers from August showing a
decrease in sales in the Katy Independent School District area ov... 阅读全帖 |
|
c*****k
发帖数: 2080 | 17 中国的内消费本就小，
很多钱现在还砸在房子上去了；
美帝的消费起不来，
中国的出口就跟不上，
靠Steroids刺激，终不能长久，
而且也不过是制造更多的产能过剩。
难呢。
====================
China’s ‘Growth on Steroids’ Raises Danger of Renewed Slowdown
Share | Email | Print | A A A
By Bloomberg News
Oct. 21 (Bloomberg) -- China’s stimulus-induced lending binge probably
propelled growth in the third quarter to its fastest pace in a year. Now,
policy makers have to figure out how to wean the economy off state support.
The country’s rebound has been powered by 4 trillion yuan ($ |
|
b**t
发帖数: 656 | 18 Fed economic survey sees slowdown
Beige Book finds further deceleration over summer
By Jeffry Bartash, MarketWatch
WASHINGTON (MarketWatch) -- U.S. economic growth slowed over the summer, but
some sectors such as agriculture and manufacturing performed better than
others, according to the Federal Reserve's latest report on the economy.
The Fed survey, commonly known as the Beige Book, dovetails with a slew of
data that shows the U.S. recovery has tapered off since the spring.
The report was rele... 阅读全帖 |
|
T**********e
发帖数: 29576 | 19 98年以后竟然没变暖，咋办？研究发现是太平洋变冷造成的，作者指出马上就要恢复变
暖了， 这几年就是turning point，以后变暖会变本加厉。
Cool Pacific Ocean Slowed Global Warming
The Pacific Ocean has been a planetary air conditioner for the past two
decades, but the relief may soon end, a new study finds.
The Pacific and Atlantic oceans undergo decades-long natural oscillations
that alter their sea surface temperatures. These natural cycles flip-flop
between cooler and warmer phases. Over the past 130 years, the tempo of
global warming has revved up or slow... 阅读全帖 |
|
o****y
发帖数: 1810 | 20 http://finance.yahoo.com/blogs/daily-ticker/rickards-china-slow
Rickards: China’s Slowdown Will Be Worse Than You Think
China's Premier Wen Jiabao has just warned that China's economy is now
facing challenges, including higher-than-desired inflation and an economic
slowdown.
Our guest James Rickards, the author of Currency Wars: The Making Of The
Next Global Crisis, says this slowdown will be significantly worse than most
people think. He believes it will trigger a policy response from the Unite... 阅读全帖 |
|
o****y
发帖数: 1810 | 21 http://finance.yahoo.com/blogs/daily-ticker/rickards-china-slow
Rickards: China’s Slowdown Will Be Worse Than You Think
China's Premier Wen Jiabao has just warned that China's economy is now
facing challenges, including higher-than-desired inflation and an economic
slowdown.
Our guest James Rickards, the author of Currency Wars: The Making Of The
Next Global Crisis, says this slowdown will be significantly worse than most
people think. He believes it will trigger a policy response from the Unite... 阅读全帖 |
|
w*********g
发帖数: 30882 | 22 世界经济将再次崩溃，大宗商品市场可能暴跌40%左右
作者：未世民 文章发于：http://blog.sina.com.cn/weishiming12 点击数：3929 更新时间：2011-6-4 荐 【字体：小 大】
【复制本文】 【下载本文】
未世民评论：由欧洲债务危机引发的债券市场动荡未来将进入债务重组阶段，欧洲银行
业的灾难可能使全球面临灾难性的收缩，毕竟欧元也是全球性货币之一，同时欧洲金融
势力也是全球流动性的主要提供者之一，就在前几天兴业银行的两位全球投资策略师看
淡新兴国家的经济趋势，并认为新兴国家是全球最大的神话与泡沫，面临着全面崩盘的
危险，国际对冲基金正疯狂押注一系列国家的货币暴跌，这些问题均将沉重打击全球经
济，恶化相当多的国家的信贷环境与金融，货币体系，下面是标准普尔公司及一些美国
投资分析家的看法，他们认为大宗商品市场未来可能面临着40%---75%左右的超级大调
整，相当多的国家的债务链循环崩坏将使经济与货币崩溃，而这正像下面这篇文章中那
位对冲基金的经理所说，对于另一些人来说这是一次巨大的赚取超额利润的机会。
Chin... 阅读全帖 |
|
l******a
发帖数: 3803 | 23
They just short China's economy on time.
China August industrial growth hits 6-year low
Those who don’t normally keep track of China’s economic indicators should
probably take a look this time: The country’s industrial output growth in
August slipped to the lowest level since the 2008 global financial crisis.
A series of other indicators, including property, investment and retail,
released on the same day, all point to a gloomy economic outlook. That may
test Beijing’s tolerance for slower econ... 阅读全帖 |
|
W***n
发帖数: 11530 | 24 Economics
China Is Very, Very, Very, Very Big
26 Oct 30, 2014 12:48 PM EDT
By Noah Smith
Larry Summers and Lant Pritchett have written a paper predicting a Chinese
growth slowdown. In 2013, Barry Eichengreen, Donghyun Park, and Kwanho Shin
wrote a paper with much the same message, which accurately predicted the
recent Chinese slowdown from about 10 percent annual growth to about7.5
percent. In fact, the most basic model of economic growth, the Solow Model,
predicts that a country's growth slows ... 阅读全帖 |
|
l****z
发帖数: 29846 | 25 U.S. Economic Growth Slows To a Crawl in First Quarter
Frigid Weather, Weak Exports Curtail Activity
WASHINGTON—The U.S. economy nearly stalled in the first quarter as weakness
overseas hurt exports and frigid weather curtailed business investment.
Gross domestic product, the broadest measure of goods and services produced
across the economy, grew at a seasonally adjusted annual rate of 0.1% in the
first quarter, the Commerce Department said Wednesday. That matched the
second-weakest quarterly r... 阅读全帖 |
|
w*********g
发帖数: 30882 | 26 【 以下文字转载自 Military 讨论区 】
发信人: wayofflying (小破熊), 信区: Military
标 题: 世界经济将再次大衰退，大宗商品可能暴跌40%左右
发信站: BBS 未名空间站 (Mon Jun 6 17:49:45 2011, 美东)
世界经济将再次崩溃，大宗商品市场可能暴跌40%左右
作者：未世民 文章发于：http://blog.sina.com.cn/weishiming12 点击数：3929 更新时间：2011-6-4 荐 【字体：小 大】
【复制本文】 【下载本文】
未世民评论：由欧洲债务危机引发的债券市场动荡未来将进入债务重组阶段，欧洲银行
业的灾难可能使全球面临灾难性的收缩，毕竟欧元也是全球性货币之一，同时欧洲金融
势力也是全球流动性的主要提供者之一，就在前几天兴业银行的两位全球投资策略师看
淡新兴国家的经济趋势，并认为新兴国家是全球最大的神话与泡沫，面临着全面崩盘的
危险，国际对冲基金正疯狂押注一系列国家的货币暴跌，这些问题均将沉重打击全球经
济，恶化相当多的国家的信贷环境与金融，货币体系... 阅读全帖 |
|
a**********2
发帖数: 355 | 27 微信公众平台 USOPTIONS
http://mp.weixin.qq.com/s?__biz=MzA4MDQzNDIyNQ==&mid=200081094&
Goldman Sachs Research
Global Markets Daily: EM FX: China slowdown risk not fully priced
Published 06:05 AM Tue Mar 18 2014
----------------------------------------------------------------------------
----
Chinese growth has slowed significantly; sequential IP growth in Jan-Feb was
near 0%.
A clear shift back towards CNY TWI appreciation may not occur until activity
recovers.
But, in our view, positioning for a wea... 阅读全帖 |
|
g*****1
发帖数: 666 | 28 常家蹲还是重复他的念咒一般的老生常谈，根本不值一提。
可读是读者的评论。
http://www.foreignpolicy.com/articles/2011/12/29/the_coming_col
MESS_MEDIA
9:18 PM ET
December 29, 2011
Yeah, I was wrong when I
Yeah, I was wrong when I predicted that the world would end on May 21, 2011.
It should end on October 21.
-Harold Camping
REPLY
JOESMITHII
2:44 AM ET
December 30, 2011
I guess, sooner or later,
I guess, sooner or later, Gordon will get used to admitting wrong
predictions. Fortunately, 2012 is around the corner, we don't need to wa... 阅读全帖 |
|
b******r
发帖数: 1619 | 29 Global investors are losing faith in China, giving the country’s markets
their worst rating in more than two years in the latest Bloomberg poll.
About a quarter of those surveyed say they expect Chinese markets to be
among the worst performers over the next year. That’s the highest negative
reading that the country has received in the quarterly Bloomberg Global Poll
since January 2010 and was second only to the 45 percent rating that the
European Union received in the Sept. 4 survey.
Enlarge ima... 阅读全帖 |
|
|
u***r
发帖数: 4825 | 31 http://www.bloomberg.com/news/2014-06-05/china-should-resist-fu
China should refrain from rolling out more stimulus to boost economic growth
and continue to implement changes to curb dangers from shadow banking and
local government debt, the International Monetary Fund said.
“We are not counseling stimulus at this point, we don’t think that there
are any sufficient signs to warrant that,” First Deputy Managing Director
David Lipton said at a briefing in Beijing today.
China’s government is tryin... 阅读全帖 |
|
w*********r
发帖数: 42116 | 32 Top US Oil States Are Taking A Hit From Plunging Crude Prices
(Reuters) - After leading the U.S. economic recovery out of recession, some
of the nation's top oil states are showing early signs of a slowdown as a
result of the plunge in crude prices.
In Houston, Texas, the first oil industry layoffs have been announced, with
realtors there predicting a sharp decline, up to 12 percent, in home sales
next year.
Alaska's 2015 fiscal year budget revenue forecast will have to be lowered by
almost $2 b... 阅读全帖 |
|
T**********e
发帖数: 29576 | 33 Why Black New Yorkers Like Me Are Celebrating the NYPD Work Slowdown
or the second consecutive week, New York City police have virtually ceased
writing tickets and arresting people for many nonviolent crimes, on the
order of a 90 percent drop from a year earlier. After perceived slights by
Mayor Bill de Blasio, civil protests against police brutality, and the
murder of two officers by a deranged gunman, the New York Police Department
is fighting back by not doing its job. Or rather, police appea... 阅读全帖 |
|
x******g
发帖数: 33885 | 34 华尔街鄙视英国了。
认为她在世界经济中无足轻重。
华尔街认为希望在中国。
Britain doesn’t matter to the global economy, China does
With all due respect, Britain doesn’t really matter that much.
To be sure it’s upsetting to see the UK political establishment—both major
parties—being torn asunder amid a significant turn inward for one of the
world’s great democracies.
But when we’re talking about the future direction of the global economy,
Britain has been playing a diminishing role for decades.
According to the IMF, the UK accounted... 阅读全帖 |
|
发帖数: 1 | 35 http://www.bbc.co.uk/news/business-38686568
China's economy grows 6.7% in 2016
20 January 2017
From the section Business
GETTY IMAGES
China's economy grew by 6.7% in 2016, compared with 6.9% a year earlier,
according to official data, marking its slowest growth since 1990.
The figure is in line with Beijing's growth target of between 6.5% and 7%.
But the data comes days after the leader of one Chinese province admitted
GDP data was faked for several years.
China is a key driver of the global eco... 阅读全帖 |
|
发帖数: 1 | 36 India’s electricity demand declined for the third straight month, another
indication of an economic slowdown that seems to be deepening.
Electricity demand from distribution utilities declined 13.2% in October
from a year earlier, data from the Central Electricity Authority showed. The
slump began in August when the power requirement dropped for the first time
in more than two years.
Slowing requirement mirrors a widespread slump in demand for consumers goods
to cars and houses. Industrialized p... 阅读全帖 |
|
l****z
发帖数: 29846 | 37 By SUDEEP REDDY and SCOTT THURM
U.S. companies are scaling back investment plans at the fastest pace since
the recession, signaling more trouble for the economic recovery.
U.S. companies are scaling back investment plans at the fastest pace since
the recession, signaling more trouble for the economic recovery. Sudeep
Reddy reports on Markets Hub. Photo: AP.
Half of the nation's 40 biggest publicly traded corporate spenders have
announced plans to curtail capital expenditures this year or next, a... 阅读全帖 |
|
v**********m
发帖数: 5516 | 38 China Cuts Interest Rates for First Time Since 2008
By Bloomberg News - Jun 7, 2012 9:20 AM ET
Timothy Bitsberger on China, Global Central Banks
China cut borrowing costs for the first time since 2008 and loosened
controls on banks’ lending and deposit rates, stepping up efforts to combat
a deepening slowdown as Europe’s debt crisis threatens global growth.
Enlarge image China Cuts Interest Rates to Boost Growth as Inflation Eases
Members of China's military police force stand guard outside the ... 阅读全帖 |
|
g**********2
发帖数: 2408 | 39 Question-and-Answer Session
Operator
Thank you. Ladies and gentlemen, we will now begin the question-and-answer
session. (Operator Instructions) Your first question now comes from the line
of Philip Wan from Morgan Stanley. Please ask your question.
Philip Wan - Morgan Stanley
Hi, Louis and Sisi, thanks for taking my question. My question is about your
overseas business, as you mentioned you are seeing intensifying competition
, could you elaborate a little bit more on where do you see tougher
c... 阅读全帖 |
|
g**********2
发帖数: 2408 | 40 Question-and-Answer Session
Operator
Thank you. Ladies and gentlemen, we will now begin the question-and-answer
session. (Operator Instructions) Your first question now comes from the line
of Philip Wan from Morgan Stanley. Please ask your question.
Philip Wan - Morgan Stanley
Hi, Louis and Sisi, thanks for taking my question. My question is about your
overseas business, as you mentioned you are seeing intensifying competition
, could you elaborate a little bit more on where do you see tougher
c... 阅读全帖 |
|
W***n
发帖数: 11530 | 41 Dow closes worst year since 2008
by Patrick Gillespie @CNNMoneyInvest December 31, 2015: 4:46 PM ET
The new year couldn't come soon enough for many investors.
U.S. markets finished 2015 mostly in the red: The Dow was down 2.2%. The S&P
500 ended the year down 0.7%. It was the worst year for those two indexes
since markets collapsed in 2008.
The Nasdaq finished 2015 up 5.7%. However, it had double digit gains in the
three years prior.
Volatility thrashed investors left and right in 2015. The th... 阅读全帖 |
|
W***n
发帖数: 11530 | 42 Dow closes worst year since 2008
by Patrick Gillespie @CNNMoneyInvest December 31, 2015: 4:46 PM ET
CNNMoney's 2016 Playbook: Stocks
The new year couldn't come soon enough for many investors.
U.S. markets finished 2015 mostly in the red: The Dow was down 2.2%. The S&P
500 ended the year down 0.7%. It was the worst year for those two indexes
since markets collapsed in 2008.
The Nasdaq finished 2015 up 5.7%. However, it had double digit gains in the
three years prior.
Volatility thrashed investo... 阅读全帖 |
|
d***a
发帖数: 13752 | 43 有一个分析是，明年的earning和revenue的增长率会降很多，因为今年的高增长是减税
刺激带来的。如果这个理论成立，明年的问题会很大。
https://www.cnbc.com/2018/12/19/the-profits-slowdown-ahead-is-the-biggest-
threat-to-the-stock-market.html
Forget the Fed and trade war, the biggest threat to the stock market next
year is a profit slowdown
No matter what you believe is driving the stock market in the short term —
the Federal Reserve, a trade war, Trump’s Twitter — the value of stock
prices over time ultimately will come down to earnings.
And that means the f... 阅读全帖 |
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m*********3
发帖数: 1425 | 44 http://www.wsj.com/articles/biogen-slashes-outlook-on-tecfidera
Shares in drug maker Biogen Inc. fell 22% on Friday, lopping about $20
billion off its market value after it disclosed a sharp slowdown in sales
growth for its flagship multiple-sclerosis pill and slashed its earnings
outlook.
It was the stock’s biggest one-day percentage drop since 2008, and its
largest decline in absolute dollars, according to FactSet.
Biogen expects 2015 revenue growth of between 6% and 8% in 2015, roughly
half t... 阅读全帖 |
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y*****l
发帖数: 5997 | 45 http://www.reuters.com/article/2011/05/19/us-poll-qe-idUSTRE74I
End of Fed's QE2 to hurt stocks, bonds
By Walter Brandimarte
NEW YORK | Thu May 19, 2011 11:38am EDT
(Reuters) - Investors betting on a rise in stocks, bonds and commodities
should prepare for a loud sucking sound in their portfolios next month when
the Federal Reserve pulls the plug on its $600 billion stimulus program.
Stocks, bonds, gold and the euro are expected to fall in the three months
after the end of the Fed's second massi... 阅读全帖 |
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y*****l
发帖数: 5997 | 46 http://www.reuters.com/article/2011/05/19/us-poll-qe-idUSTRE74I
End of Fed's QE2 to hurt stocks, bonds
By Walter Brandimarte
NEW YORK | Thu May 19, 2011 11:38am EDT
(Reuters) - Investors betting on a rise in stocks, bonds and commodities
should prepare for a loud sucking sound in their portfolios next month when
the Federal Reserve pulls the plug on its $600 billion stimulus program.
Stocks, bonds, gold and the euro are expected to fall in the three months
after the end of the Fed's second massi... 阅读全帖 |
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c******e
发帖数: 1581 | 47 这次 CAT miss 主要是中国市场没到预期。前两年温家宝4万亿买了不少 CAT。CC CEO
也强调中国 slowdown 可以转移到其他亚洲国家。
中国 slowdown 是当前比较敏感的话题。我关注的股票，如 YUM， 主要增长在中国，
而且这次ER中国部分很好，但仍找个 Chili beef 的茬压其股价，实际主要原因是对其
在中国持续增长有怀疑。NVDA 产品 75% 卖给中国，也因中国 slowdown 其股价低走。 |
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s**********t
发帖数: 1846 | 48 http://online.wsj.com/article/SB1000142405297020455590457716761
SHANGHAI—Property prices in 70 Chinese cities in a government survey fell
in December from the previous month, marking the third straight decline
after developers cut prices to boost sales amid Beijing's campaign to cool
the property market.
Prices still rose compared with a year earlier, though at a slower rate than
in November.
Property developers are becoming more cautious and expect further price
falls this year as the governmen... 阅读全帖 |
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t*******h
发帖数: 2882 | 49 http://www.atimes.com/atimes/South_Asia/LL18Df01.html
India's growth not all shine
By Kunal Kumar Kundu
BANGALORE - India's gross domestic product (GDP) figures for the second
quarter of its fiscal year surprised on the upside as year-on-year growth
was pegged at 8.9%. While the numbers are confidence boosting, it is
important to realize that there is a statistical element to the latest
number, while being very positive, rather than the data indicating a
substantial improvement in actual perform... 阅读全帖 |
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w*********g
发帖数: 30882 | 50 世界经济的现状与中国的战略对策
远古的风 于 【文学城】的〖古风无痕〗博客 2011-08-29
本文从当下世界经济的现状入手，借鉴历史的轨迹，把握时代的脉搏，对中国在国民经
济、金融（特别是外储）管理、政治军事与科学文化等各个层面上应该采取的战略性对
策给予了探讨。
一、了解世界经济现状
首先，请阅读罗斯（John Ross）最新的有关世界经济现状的九篇好文章（看不懂英文
的可以直接跳过这一章，后文中都有综述）：
1）China’s growth will not be significantly reduced by slowdown in
developed economies - how China can use the global economy’s ‘countryside
’ to surround its ‘cities’
http://ablog.typepad.com/keytrendsinglobalisation/2011/08/china
2）Negative trends in world trade - further confirmation of... 阅读全帖 |
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