l***a
发帖数: 12410 | 1 need come up with some to build a predictive model, but don't have many in
my mind... now what I can think of are unemployment rate, prime rate, home
owner pct, consumer confidence index, gas price, maybe also dow index...
what else there are easy to get and reliable? |
c********y
发帖数: 30813 | 2 currency exchange rate
base metal price
precious metal price
inflation |
l***a
发帖数: 12410 | 3
usually use which foreign currency?
are these integrated price index or I have to decide the metal to use?
this sounds great. any website to get official data for free?
【在 c********y 的大作中提到】
: currency exchange rate
: base metal price
: precious metal price
: inflation
|
a********l
发帖数: 39524 | 4 price indices, gdp growth. |
v***a
发帖数: 23651 | 5 你揉进去的内容太多了
很难胡诌出什么结论来
【在 l***a 的大作中提到】
: need come up with some to build a predictive model, but don't have many in
: my mind... now what I can think of are unemployment rate, prime rate, home
: owner pct, consumer confidence index, gas price, maybe also dow index...
: what else there are easy to get and reliable?
|
a********l
发帖数: 39524 | 6 get them at federal reserve and bureau of labor statistics websites. |
c********y
发帖数: 30813 | 7 usually use which foreign currency?
usd index (DXY) is easy
are these integrated price index or I have to decide the metal to use?
i think there must be some index there. but don't know the name.
worst case, you can use copper, which is a very strong indicator of
industrial activity.
this sounds great. any website to get it for free?
free? no idea.... |
l***a
发帖数: 12410 | 8 thanks. gdp might be useful to reflect the recession factor
【在 a********l 的大作中提到】
: price indices, gdp growth.
|
l***a
发帖数: 12410 | 9 now I am at the very beginning to come up as many candidates as I can. this
will be followed by multiple steps to eliminate most of them
back to your opinion, what do you suggest
【在 v***a 的大作中提到】
: 你揉进去的内容太多了
: 很难胡诌出什么结论来
|
l***a
发帖数: 12410 | 10 will definitely search from there, and bls
【在 a********l 的大作中提到】
: get them at federal reserve and bureau of labor statistics websites.
|
|
|
l***a
发帖数: 12410 | 11 that's helpful. thanks
【在 c********y 的大作中提到】
: usually use which foreign currency?
: usd index (DXY) is easy
: are these integrated price index or I have to decide the metal to use?
: i think there must be some index there. but don't know the name.
: worst case, you can use copper, which is a very strong indicator of
: industrial activity.
: this sounds great. any website to get it for free?
: free? no idea....
|
v***a
发帖数: 23651 | 12 看你侧重点在哪里
比如关心制造业，就找铜价、钢价
关心贸易，找汇率
this
【在 l***a 的大作中提到】
: now I am at the very beginning to come up as many candidates as I can. this
: will be followed by multiple steps to eliminate most of them
: back to your opinion, what do you suggest
|
l***a
发帖数: 12410 | 13 none of these... it's about the delinquency rate of our portfolio
【在 v***a 的大作中提到】
: 看你侧重点在哪里
: 比如关心制造业，就找铜价、钢价
: 关心贸易，找汇率
:
: this
|
g********r
发帖数: 8017 | 14 大公司的profit？据说最近都很高。下一轮雇人潮就在眼前了。
不是我说得，是clark howard说得。
【在 l***a 的大作中提到】
: need come up with some to build a predictive model, but don't have many in
: my mind... now what I can think of are unemployment rate, prime rate, home
: owner pct, consumer confidence index, gas price, maybe also dow index...
: what else there are easy to get and reliable?
|
v***a
发帖数: 23651 | 15 你要研究的主体太具体了，实在跟宏观经济数据没啥联系
【在 l***a 的大作中提到】
: none of these... it's about the delinquency rate of our portfolio
|
l***a
发帖数: 12410 | 16 that's a multi-million pool all over the nation. their behavior reflects the
macro-economic performance, doesn't it?
【在 v***a 的大作中提到】
: 你要研究的主体太具体了，实在跟宏观经济数据没啥联系
|
v***a
发帖数: 23651 | 17 multi-million砸在boa这样的大盘股上，股价都不怎么动的 :)
需要multi-billion :P
the
【在 l***a 的大作中提到】
: that's a multi-million pool all over the nation. their behavior reflects the
: macro-economic performance, doesn't it?
|
l***a
发帖数: 12410 | 18 -__-//... multi-million units = multi-billion dollars
【在 v***a 的大作中提到】
: multi-million砸在boa这样的大盘股上，股价都不怎么动的 :)
: 需要multi-billion :P
:
: the
|
v***a
发帖数: 23651 | 19 哦 我看错了
【在 l***a 的大作中提到】
: -__-//... multi-million units = multi-billion dollars
|
l***a
发帖数: 12410 | 20 we have different definition on "portfolio"... lol
【在 v***a 的大作中提到】
: 哦 我看错了
|
