F*P
发帖数: 524 | 1 先来看两则消息：11:25a ET October 23, 2011 (MarketWatch)
LONDON (MarketWatch) -- European Council President Herman Van
Rompuy said Sunday he is confident that European leaders will
reach agreement on Wednesday on a comprehensive package of
measures to tackle the euro-zone debt crisis. Speaking at a
press conference in Brussels after a summit of the 27 European
Union leaders, Van Rompuy said that "good progress" was made
over the weekend on a plan to recapitalize European banks. "The
recapitalization of the banks, giving a lasting solution to
Greek debt and leveraging the European Financial Stability
Facility are three main parts of this package," he said. "We are
confident that we will get an agreement on Wednesday." Van Rompuy
also played down differences between France and Germany, saying
that"we are working in a spirit of compromise." "I saw a French
president and a German chancellor determined to work together with
the other members of the euro zone," he added. A summit of the 17
euro-zone leaders is scheduled for later on Sunday.
FRANKFURT (MarketWatch) -- German Chancellor Angela Merkel and
French President Nicolas Sarkozy presented a united front Sunday,
telling reporters that European leaders remained on track for a
Wednesday agreement on solutions to the euro zone's long-running
debt crisis, but providing little evidence of a breakthrough. "We
will see to it that the decisions to be taken may be taken on
Wednesday," Merkel said in a joint news conference with Sarkozy
following a meeting of all 27 European Union leaders in Brussels.
Sarkozy held out hope for agreement on recapitalizing banks,
addressing Greece's worsening financial situation and moves to
leverage the European Financial Stability Facility to provide
more firepower in the effort to contain the crisis. Merkel said
discussions on leveraging the EFSF centered on two options but
don't involve utilizing the European Central Bank. Sarkozy, who
had reportedly pushed for ECB involvement, said France respects the
central bank's independence and that any solution must be supported
by all euro-zone institutions. Germany and the ECB have opposed
leveraging the EFSF through the central bank. Leaders of the 17
euro-zone nations are set to continue meeting Sunday evening. A
second summit is scheduled for Wednesday.
看似欧债危机已经没有什么重大的坏消息了，这极有可能被市场解读为利好。MM会不会
趁势继续拉升大盘呢？偶个人觉得美国市场的走势已经逐渐回到了本国轨道，也就是说大
盘的拉升或下探已经主要取决于美国本土的经济数据了。比如10月20号的Philadelphia
Fed指数，市场预测是-8.8。结果出来的是8.7。远远好过预期。说明美国本土经济已经
有了复苏的迹象，这是不是直接导致周五大盘猛烈拉升的缘由呢？
来看一下这周的经济数据排列表。周一10月24日无。周二10月25日至周五10月28日，每
天都有经济数据出来。可以说这周的经济数据将直接影响大盘11月的走势。是继续加快复苏
还是持续低迷？看了几个CNBC的经济导读，不少乐观人士对11月大盘看涨抱有八成把握。
还指出通常十一月份是在一年中大盘上攻幅度里排列第三。
偶个人愚见，周一无指数参考，大盘极有可能继续向上，而向上的幅度完全取决于市场
有无欧债危机的负面消息。如没有坏消息，大盘可能一路向北鸟。
10/25/2011
FHFA Housing Price Index、Consumer Confidence、Case-Shiller 20-city
Index
10/26/2011
Crude Inventories、New Home Sales、Durable Orders -ex Transportation、
Durable Orders、 MBA Mortgage Index
10/27/2011
Pending Home Sales、GDP Deflator、GDP-Adv.、Continuing Claims、Initial
Claims
10/28/2011
Michigan Sentiment - Final、Employment Cost Index、PCE Prices - Core、
Personal Spending、Personal Income
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发帖数: 392 | | c****3
发帖数: 10787 | 3 发现欧债这件事，根本不能看法国人怎么说。法国总是说一切在控制中，变相给德国施
加压力。关键要看德国人怎么说。 |
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