c*******9
发帖数: 6411 | 1 reason 1: no jobs
i take a look at the job in my area, simply not much jobs this month, the
previous several month had some jobs. it is slowing down again.
reason 2: home price double dip
if you go to open house, you will find they treat you like god, which
indicate a double dip in housing.
reason 3: see reason 1 or 2 | g***e
发帖数: 5292 | 2 I agree. Which wave will it be? | g***l
发帖数: 18555 | 3 好像每个公司ER都BEAT啊，没JOBS和房市差，不一直都这样么 | S***a
发帖数: 3956 | 4 这个ER BEAT与否太容易作弊了。有一大半是取决于estimate怎么定的。像AA，按一周
前的0.14 est，那就应该是miss。后来给改成了0.12，于是顺利beat。
再看JPM，一个月前est=0.82,一周之前调低到0.72,现在又调低到0.70，比上一季度的0
.74都低。这样一路调下来，想不beat很难。
【在 g***l 的大作中提到】
: 好像每个公司ER都BEAT啊，没JOBS和房市差，不一直都这样么
| f****z
发帖数: 645 | 5 如此看来,股市是被MM操纵的了.同样TA的阻力支撑全由MM说了算,MM说是就是,MM说不是
就不是.青蛙可怜呀!
的0
【在 S***a 的大作中提到】
: 这个ER BEAT与否太容易作弊了。有一大半是取决于estimate怎么定的。像AA，按一周
: 前的0.14 est，那就应该是miss。后来给改成了0.12，于是顺利beat。
: 再看JPM，一个月前est=0.82,一周之前调低到0.72,现在又调低到0.70，比上一季度的0
: .74都低。这样一路调下来，想不beat很难。
| w*******t
发帖数: 2459 | 6 回调是可能的...但不是简单的理解成你说的这两点...
尤其是JOBS本身就有滞后性,而且JOBLESS RATE统计的方法...
2倒是个变数, 没有TAX CREDIT,加上政府的LAYOFF(BUDGET CUT)等因素...
新一拨FORECLOSURE不远了...
【在 c*******9 的大作中提到】
: reason 1: no jobs
: i take a look at the job in my area, simply not much jobs this month, the
: previous several month had some jobs. it is slowing down again.
: reason 2: home price double dip
: if you go to open house, you will find they treat you like god, which
: indicate a double dip in housing.
: reason 3: see reason 1 or 2
| w*******d
发帖数: 3714 | 7 最近一直有猎头联系我，我觉得job market越来越好了啊。。。
【在 c*******9 的大作中提到】
: reason 1: no jobs
: i take a look at the job in my area, simply not much jobs this month, the
: previous several month had some jobs. it is slowing down again.
: reason 2: home price double dip
: if you go to open house, you will find they treat you like god, which
: indicate a double dip in housing.
: reason 3: see reason 1 or 2
| w****o
发帖数: 2210 | 8 job market应该是在变好吧，去年一年都没人找我，今年每个月至少被猎头骚扰一次。 |
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