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非农报告不象看上去那么好

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发表于 2009-5-8 08:05 AM | 显示全部楼层 |阅读模式


非农报告-539K. 非农好于预期在ADP报告之后应该已经是共识. 而且好的原因是The government added 72,000, "mainly due to hiring of temporary workers in preparation for Census 2010,". 总不能指望政府每个月都多雇上72000个临时工吧? 不算这一块的话比预期还差点, 比ADP的-490K差很多. 三月的数字又往上修正了36K.怎么看也不觉得好在哪里.
发表于 2009-5-8 08:11 AM | 显示全部楼层
Well, you have to believe that O8 has his magic. As I said, unemployment rate will make a hard stop right here and sit here for the rest of the year.

Believe the numbers because that is what government wants you to believe. The message is clear, worst is over.

Don't blame the revision of those numbers, that's their job to make it accurate the second time. Besides, it helps to show you the improvement, why not?
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发表于 2009-5-8 08:11 AM | 显示全部楼层
Well, you have to believe that O8 has his magic. As I said, unemployment rate will make a hard stop right here and sit here for the rest of the year.

Believe the numbers because that is what government wants you to believe. The message is clear, worst is over.

Don't blame the revision of those numbers, that's their job to make it accurate the second time. Besides, it helps to show you the improvement, why not?
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发表于 2009-5-8 08:15 AM | 显示全部楼层
本帖最后由 dara 于 2009-5-8 09:16 编辑

hehe,

i agree with you.

but market treats it as good news.

top probably will have new high.

add some june put when spy reaches930
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发表于 2009-5-8 09:22 AM | 显示全部楼层
xie
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发表于 2009-5-8 09:40 AM | 显示全部楼层
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