w**k
发帖数: 6722 | 1 手上有一些，不知道要不要让它继续发酵膨胀
加息这把宝剑悬头上，不知道什么时候会掉下来，就怕到时候砍脖子上，就难受了 |
P******0
发帖数: 9787 | 2 Interest hike fully priced in already.
【在 w**k 的大作中提到】
: 手上有一些，不知道要不要让它继续发酵膨胀
: 加息这把宝剑悬头上，不知道什么时候会掉下来，就怕到时候砍脖子上，就难受了
|
D*****T
发帖数: 126 | 3 Feb $85 VNQ Covered call 今天cover 在最低点 20c。准备卖mar $86了 |
r*********e
发帖数: 7733 | 4 not even close. wait till May or June to see its true color.
【在 P******0 的大作中提到】
: Interest hike fully priced in already.
|
l*********t
发帖数: 1067 | 5 priced in? now most guys think there will be no interest hike, how can it be
priced in?
【在 P******0 的大作中提到】
: Interest hike fully priced in already.
|
P******0
发帖数: 9787 | 6 No hike in the near future.
be
【在 l*********t 的大作中提到】
: priced in? now most guys think there will be no interest hike, how can it be
: priced in?
|
w**k
发帖数: 6722 | 7 我认为可能也没有真正的priced in，比如说我就没有觉得六月份会加息，因为我觉得
美元太过强势，再加息就强得无法控制了。所以前几天REITs跌的时候，我没卖
我想其他人也会有这样那样的原因不预期加息吧
be
【在 l*********t 的大作中提到】
: priced in? now most guys think there will be no interest hike, how can it be
: priced in?
|
s***d
发帖数: 15421 | 8 加息预期很强很强很强。联储局的鹰派退休老头每周都要出来说 加息 加息 加息。各
国央行也是蹭着加息前放水减压。市场6月前必有一次回调。
【在 w**k 的大作中提到】
: 我认为可能也没有真正的priced in，比如说我就没有觉得六月份会加息，因为我觉得
: 美元太过强势，再加息就强得无法控制了。所以前几天REITs跌的时候，我没卖
: 我想其他人也会有这样那样的原因不预期加息吧
:
: be
|
o**o
发帖数: 3964 | 9 why is that bad for REITs? |
w**k
发帖数: 6722 | |
|
|
P******0
发帖数: 9787 | 11 Short VNQ long SPY.
【在 w**k 的大作中提到】
: REITs 果然不要脸的跌了
|
w**k
发帖数: 6722 | 12 问题是我手上有几个REITs啊，今天血跌2%多啊
亏废了，求安慰包子！
【在 P******0 的大作中提到】
: Short VNQ long SPY.
|
P******0
发帖数: 9787 | 13 立即砍仓
【在 w**k 的大作中提到】
: 问题是我手上有几个REITs啊，今天血跌2%多啊
: 亏废了，求安慰包子！
|
D*****T
发帖数: 126 | 14 VNQ 83 卖put， 86 卖call
今年就这么搞
【在 w**k 的大作中提到】
: 问题是我手上有几个REITs啊，今天血跌2%多啊
: 亏废了，求安慰包子！
|
P******0
发帖数: 9787 | 15 VNQ涨得太少了
【在 P******0 的大作中提到】
: 立即砍仓
|
w**k
发帖数: 6722 | 16 手上有一些，不知道要不要让它继续发酵膨胀
加息这把宝剑悬头上，不知道什么时候会掉下来，就怕到时候砍脖子上，就难受了 |
P******0
发帖数: 9787 | 17 Interest hike fully priced in already.
【在 w**k 的大作中提到】
: 手上有一些，不知道要不要让它继续发酵膨胀
: 加息这把宝剑悬头上，不知道什么时候会掉下来，就怕到时候砍脖子上，就难受了
|
D*****T
发帖数: 126 | 18 Feb $85 VNQ Covered call 今天cover 在最低点 20c。准备卖mar $86了 |
r*********e
发帖数: 7733 | 19 not even close. wait till May or June to see its true color.
【在 P******0 的大作中提到】
: Interest hike fully priced in already.
|
l*********t
发帖数: 1067 | 20 priced in? now most guys think there will be no interest hike, how can it be
priced in?
【在 P******0 的大作中提到】
: Interest hike fully priced in already.
|
|
|
P******0
发帖数: 9787 | 21 No hike in the near future.
be
【在 l*********t 的大作中提到】
: priced in? now most guys think there will be no interest hike, how can it be
: priced in?
|
w**k
发帖数: 6722 | 22 我认为可能也没有真正的priced in，比如说我就没有觉得六月份会加息，因为我觉得
美元太过强势，再加息就强得无法控制了。所以前几天REITs跌的时候，我没卖
我想其他人也会有这样那样的原因不预期加息吧
be
【在 l*********t 的大作中提到】
: priced in? now most guys think there will be no interest hike, how can it be
: priced in?
|
s***d
发帖数: 15421 | 23 加息预期很强很强很强。联储局的鹰派退休老头每周都要出来说 加息 加息 加息。各
国央行也是蹭着加息前放水减压。市场6月前必有一次回调。
【在 w**k 的大作中提到】
: 我认为可能也没有真正的priced in，比如说我就没有觉得六月份会加息，因为我觉得
: 美元太过强势，再加息就强得无法控制了。所以前几天REITs跌的时候，我没卖
: 我想其他人也会有这样那样的原因不预期加息吧
:
: be
|
o**o
发帖数: 3964 | 24 why is that bad for REITs? |
w**k
发帖数: 6722 | |
P******0
发帖数: 9787 | 26 Short VNQ long SPY.
【在 w**k 的大作中提到】
: REITs 果然不要脸的跌了
|
w**k
发帖数: 6722 | 27 问题是我手上有几个REITs啊，今天血跌2%多啊
亏废了，求安慰包子！
【在 P******0 的大作中提到】
: Short VNQ long SPY.
|
P******0
发帖数: 9787 | 28 立即砍仓
【在 w**k 的大作中提到】
: 问题是我手上有几个REITs啊，今天血跌2%多啊
: 亏废了，求安慰包子！
|
D*****T
发帖数: 126 | 29 VNQ 83 卖put， 86 卖call
今年就这么搞
【在 w**k 的大作中提到】
: 问题是我手上有几个REITs啊，今天血跌2%多啊
: 亏废了，求安慰包子！
|
P******0
发帖数: 9787 | 30 VNQ涨得太少了
【在 P******0 的大作中提到】
: 立即砍仓
|
|
|
w**k
发帖数: 6722 | 31 今天FOMC还是没有加息，但是那个所谓的价值万金的耐心一词也不见了
再征询一下大家对REITs的看法
看下面的内容，有一点很迷惑我：Business fixed investment is advancing, while
the recovery in the housing sector remains slow and export growth has
weakened.
难道housing sector remains slow吗？我怎么有种房市很不错的感觉
下面是今天发布的内容
Release Date: March 18, 2015
For immediate release
Information received since the Federal Open Market Committee met in January
suggests that economic growth has moderated somewhat. Labor market
conditions have improved further, with strong job gains and a lower
unemployment rate. A range of labor market indicators suggests that
underutilization of labor resources continues to diminish. Household
spending is rising moderately; declines in energy prices have boosted
household purchasing power. Business fixed investment is advancing, while
the recovery in the housing sector remains slow and export growth has
weakened. Inflation has declined further below the Committee's longer-run
objective, largely reflecting declines in energy prices. Market-based
measures of inflation compensation remain low; survey-based measures of
longer-term inflation expectations have remained stable.
Consistent with its statutory mandate, the Committee seeks to foster maximum
employment and price stability. The Committee expects that, with
appropriate policy accommodation, economic activity will expand at a
moderate pace, with labor market indicators continuing to move toward levels
the Committee judges consistent with its dual mandate. The Committee
continues to see the risks to the outlook for economic activity and the
labor market as nearly balanced. Inflation is anticipated to remain near its
recent low level in the near term, but the Committee expects inflation to
rise gradually toward 2 percent over the medium term as the labor market
improves further and the transitory effects of energy price declines and
other factors dissipate. The Committee continues to monitor inflation
developments closely.
To support continued progress toward maximum employment and price stability,
the Committee today reaffirmed its view that the current 0 to 1/4 percent
target range for the federal funds rate remains appropriate. In determining
how long to maintain this target range, the Committee will assess progress--
both realized and expected--toward its objectives of maximum employment and
2 percent inflation. This assessment will take into account a wide range of
information, including measures of labor market conditions, indicators of
inflation pressures and inflation expectations, and readings on financial
and international developments. Consistent with its previous statement, the
Committee judges that an increase in the target range for the federal funds
rate remains unlikely at the April FOMC meeting. The Committee anticipates
that it will be appropriate to raise the target range for the federal funds
rate when it has seen further improvement in the labor market and is
reasonably confident that inflation will move back to its 2 percent
objective over the medium term. This change in the forward guidance does not
indicate that the Committee has decided on the timing of the initial
increase in the target range.
The Committee is maintaining its existing policy of reinvesting principal
payments from its holdings of agency debt and agency mortgage-backed
securities in agency mortgage-backed securities and of rolling over maturing
Treasury securities at auction. This policy, by keeping the Committee's
holdings of longer-term securities at sizable levels, should help maintain
accommodative financial conditions.
When the Committee decides to begin to remove policy accommodation, it will
take a balanced approach consistent with its longer-run goals of maximum
employment and inflation of 2 percent. The Committee currently anticipates
that, even after employment and inflation are near mandate-consistent levels
, economic conditions may, for some time, warrant keeping the target federal
funds rate below levels the Committee views as normal in the longer run.
Voting for the FOMC monetary policy action were: Janet L. Yellen, Chair;
William C. Dudley, Vice Chairman; Lael Brainard; Charles L. Evans; Stanley
Fischer; Jeffrey M. Lacker; Dennis P. Lockhart; Jerome H. Powell; Daniel K.
Tarullo; and John C. Williams. |
