b********n
发帖数: 38600 | 1 These Are The Three Things That Could End The Market Sell-off
So having correctly spotted the usual suspects behind the latest rout, what
does Hafeez think could stop this equity (and credit) sell-off? He believes
that the following three things could make a difference:
1。 The Fed could provide some comfort to markets. They could acknowledge
the deterioration in financial conditions and soften their hawkish tone. The
Fed’s recent rhetoric suggests this is unlikely, but a combination of the
scale of the moves and even President Trump’s vocal criticism’s may
influence them.
2。 De-escalate the US-China trade/investment/tech war. There has been a
notable ramping up of US rhetoric against China (see attached email). This
has clearly spooked markets – just as the threat of limiting Chinese
investment in US tech did earlier this year. Given the energy the US
administration has devoted to this in recent weeks, a de-escalation seems
unlikely.
3。 Stock buybacks return. We are currently in the “black-out” period for
US corporate stock buybacks ahead of earnings seasons. Remember, one of the
biggest buyers of US stocks since 2009 have been corporates themselves. With
earnings season starting this Friday, we will see a return of buybacks over
the next month or so. |
b********n
发帖数: 38600 | 2 " 1) The Fed could provide some comfort to markets; 2) De-escalate the US-
China trade/investment/tech war; 3) Stock buybacks return. "
1) Too late
2) You're joking?
3) LOLOL - buybacks with what? (See 1 above) |
b********n
发帖数: 38600 | 3 But, but ... China already lost the trade war?
哈哈哈 |
q****5
发帖数: 1660 | 4 !
【在 b********n 的大作中提到】
: " 1) The Fed could provide some comfort to markets; 2) De-escalate the US-
: China trade/investment/tech war; 3) Stock buybacks return. "
: 1) Too late
: 2) You're joking?
: 3) LOLOL - buybacks with what? (See 1 above)
|
s********i
发帖数: 17328 | 5 不要做梦啥贸易战了，现在的节奏就是要搞死土G，花街大佬哪个不服就是通敌，
collude，吃不了兜着走。 |
b********n
发帖数: 38600 | 6 跟世界最大市场过不去，资本家看着着急
【在 s********i 的大作中提到】
: 不要做梦啥贸易战了，现在的节奏就是要搞死土G，花街大佬哪个不服就是通敌，
: collude，吃不了兜着走。
|
m****o
发帖数: 4654 | 7 演双簧，花儿街一边抛售一边指着川普，说看看都是你害的 |
t******o
发帖数: 3223 | 8 最大市场个屁啊。就问一个问题，你挣的人民币能换成美金出来吗？
【在 b********n 的大作中提到】
: 跟世界最大市场过不去，资本家看着着急
|
b********n
发帖数: 38600 | 9 能，一年5万
【在 t******o 的大作中提到】
: 最大市场个屁啊。就问一个问题，你挣的人民币能换成美金出来吗？
|
h********8
发帖数: 761 | 10 对，十四亿人一年就快70万亿刀了
【在 b********n 的大作中提到】
: 能，一年5万
|
s********i
发帖数: 17328 | 11 搞死土G，市场还在啊。现在不抄底就别炒股了。
【在 b********n 的大作中提到】
: 跟世界最大市场过不去，资本家看着着急
|
b********n
发帖数: 38600 | 12 还没到底呢
【在 s********i 的大作中提到】
: 搞死土G，市场还在啊。现在不抄底就别炒股了。
|
