d*********2
发帖数: 48111 | 1 基本上就是这样， 德国人保住自家。 欧元小弟， 自生自灭去吧。
这就是德国连欧洲霸权都实现不了的原因， 政治上不够大气。
anyway, 这回的statement还是有折衷， ensure可能提供任何货币的liquidity.
temporary的主要为$$$ supply。
米蒂的输出性QE太牛鼻了。
贬值赖账法的极限， 还有强迫别人借这个贬值账， 只不过最后的账如何赖掉。
战争还是“地理大发现”？ |
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d******8
发帖数: 1972 | 3 CNBC一则消息，青蛙不敢确定是不是大家说的QE
Fed's Latest Easing Could Cost $1 Trillion: Economists
http://www.cnbc.com/id/46058897
The Federal Reserve is likely to step in with $1 trillion worth of easing
that could be announced as soon as this month, according to a growing
consensus of economists who see the recent uptick in economic growth as
unsustainable. |
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c*****r
发帖数: 8227 | 5 Fed迫不及待 Fed Can Have Cake, Eat It Too on New QE
熊熊，xxsl吧！
http://online.wsj.com/article/SB1000142405297020427630457726580
Under the new approach, the Fed would print new money to buy long-term
mortgage or Treasury bonds but effectively tie up that money by borrowing it
back for short periods at low rates. The aim of such an approach would be
to relieve anxieties that money printing could fuel inflation later, a fear
widely expressed by critics of the Fed's previous efforts to aid the
recovery. |
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a********t
发帖数: 4508 | 6 正像苹果不叫iPad 3要叫 the New iPad一样，QE3也会被叫作 the New QE。
忽然想起来的。自己把自己逗笑了。呵呵。
拭目以待。 |
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b********t
发帖数: 8181 | 7 That's the reason stock market is up, right? The capitalists are out, the
communists are in. Let's tax the rich, print more money and give them to the
poor! The unemployment rate is high, let's make the retire age lower, so
more jobs will be "created" through other peoples retirement. If the US can
perform QE, why not us, seems like they actually benefit from it.
So when will Europe do it? How many Bs? |
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b******r
发帖数: 16603 | 10 quote:
Alternatively, Jan Hatzius of Goldman Sachs said the Fed could embark on a "
Flow" program, in which it would pledge to print roughly $50-75 billion per
month until it sees improvement in the economy.
This is the most aggressive one I've ever seen...Endless monthly renewed QE.
...
FYI, Goldman Sachs was wrong to predict QE3 last Oct.... |
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c******e
发帖数: 1581 | 11 " roughly $50-75 billion per month "
Holly! It will even larger than QE2.
"
per
QE. |
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X*****s
发帖数: 2767 | 12 Goldman Sachs......
but thx!
"
per
QE. |
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w****k
发帖数: 10542 | 13 qe 除了推高油价之外，p用没有。
fed不会再搞了。 |
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f*****d
发帖数: 754 | 15 那时候没有QE的预期，炒作的是总体经济的恢复和就业的上升，现在情况不一样的。而且
现在的点位还算是高位调整，再往上就是创新高了，有这可能吗？ |
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g**c
发帖数: 2339 | 16 不设条件共和党不愿意，设了条件，但是这个条件肯定会被触发，所以最近肯定还要大
涨等QE |
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c****3
发帖数: 10787 | 18 还是那句话，现在美国QE，欧洲和中国肯定乐死了。美国活雷锋，牺牲自己，救全世界
。 |
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p********n
发帖数: 2046 | 19 祥林嫂都是被希腊意大理伊朗加QE折腾的。
CRASH和大利好都是意外。
见外婆的都是被意外折腾的。都是没想到的。 |
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s*****n
发帖数: 5488 | 22 这是无解的。去年7月大跌vix暴涨。今年无数vix合约存在对冲风险。
人总是会从历史经验学习的。学习的结果就是谁也不能赚钱。
只有用自己头脑分析才可能真正获利。
不过比较肯定的是，一旦qe了，可以考虑tbt.我想不少人在等着出货了。但是恐怕他们
要失望了。 |
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h*****9
发帖数: 6643 | 23 有道理。 QE 其实只是救金融寡头，既不就经济也不救普罗大众，而是那个集团。 |
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o**g
发帖数: 436 | 24 Fed没有QE3, ECB有QE.
在周三3:50pm 买入 |
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R****r
发帖数: 609 | 25 Boston Fed president said during the interview with Marketplace Morning
Report host this morning.
So which sector will benefit from QE?
1. bank?
2. energy?
3. ... |
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R****r
发帖数: 609 | 26 the argument to support the QE will be this, the high unemployment rate and
the fear of recession is the main concern to Fed right now.
and
1. the food price rises recently is because of severe drought
2. the peak of OIL price was $150, right now it is $90;
and couple of month ago, brent was near $130 too
113 |
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t**********w
发帖数: 478 | 27 为什么大家都说要指数跌才能逼ＱＥ呢？上两次宣布ＱＥ之前指数并没有跌啊。。
为什么大家说９月份必出ＱＥ否则影响大选呢？08年大选不也是11月出的QE吗。。
想不通，求大侠们指教呀 |
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r******y
发帖数: 12263 | 28 QE饮鸠止渴
前两次不得已
这一次是用来调大家胃口的 |
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m*****g
发帖数: 3029 | 29 一搞经济就好了。
国民党怎么失败的，金元卷，银元卷。
尼玛qe就好了么 |
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w****k
发帖数: 10542 | 31 投资也不是投资股市。
前两个qe说明拉抬股市没用，还是要拉抬房市。 |
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H******i
发帖数: 4704 | 32 这次比较难，没说搞多久，没说要把就业率搞到什么标准才停止。
大盘很高是因为苹果很高和IBM很高。在FB上亏了钱的散户和机构仍然不知道是否应该
继续被套还是割肉。在苹果上赚了钱的人非常幸福而且激动地观望苹果继续上涨。金融
股大涨，但是很多人仍然在水下，眼看出水就在眼前了。
这次QE的走势真不知道对哪些个股有好处。 |
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f*******i
发帖数: 8492 | 33 我买了XME和TQQQ
TQQQ是我的favorite，基本上不用担心，跌下去总会涨起来的，尤其在QE期间还会钱不
断流入
TQQQ triple Nasdaq 100
Nasdaq 100是Nasdaq 100家市值最大的公司的value-weighted index， YTD return已
经超过70%了 |
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N********n
发帖数: 8363 | 38
Who's gonna bankroll his spending w/o QE? |
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y******i
发帖数: 2584 | 39 所以QE是无法解决fiscal cliff的，
fiscal cliff相当于法律规定了政府赤字即增加国债的数量限制，就算伯南克愿意印钞
，奥巴马政府不能违法的，不能向FED卖出更多国债来刺激经济， |
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w****k
发帖数: 10542 | 41 仔细看了一下FDX的报表，增长就靠涨费率了。
美国经济就靠fed印钱搞通胀撑着了，qe真不能停啊。
但是，fdx的股票还是会涨一下，花街最喜欢搞裁员的公司了。
就是2008那会儿，哪个公司宣布大裁员，股价都要暴涨。 |
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a********t
发帖数: 4508 | 42 UK的10年Yield已经低于美国了。看来QE已成定局。 |
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c******g
发帖数: 2323 | 44 not really new, people know QE is not forever |
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c***x
发帖数: 1922 | 45 这次QE不是无限期，有限量么？FED的意思是我想怎么就怎么。大家就享受吧。 |
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h*****7
发帖数: 6781 | 47 Michael Gregory, senior economist at BMO Capital Markets, provides a handy
summary on the consensus among voting members about QE at the March 19-20
meeting.
1 member wanted to stop immediately,
1 member wanted to taper immediately,
3 (“few”) members wanted to taper midyear and stop at yearend,
5 (“several”) members wanted to taper later but still stop at yearend, and
2 members wanted no tapering this year.
这一两个月应该不缩减
Coming up at 2 p.m. Eastern, minutes of the Fed's April 30-May 1 meeting. |
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w********2
发帖数: 16371 | 49 【 以下文字转载自 bigwet 俱乐部 】
发信人: Banlangen (板蓝根), 信区: bigwet
标 题: Re: 大湿给QE和大本做个诗吧
发信站: BBS 未名空间站 (Wed May 22 13:46:06 2013, 美东)
点火容易熄灭难，群熊无力菊花残；
联储刺激无穷尽，花姐高潮衣带宽。
大本疯狂终不悔，议员气滞顿生痰；
从此洛阳手纸贵，油墨也要翻一番。 |
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