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发表于 2011-2-1 03:24 PM
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回复 520# Cobra
10 year Treasury rate is likely to move above 3.50% imminently, while 30 year Treasury rate set to touch high around 4.80%.
This will put pressure on equity valuation.
Better economic data is only to fire the expectation of Fed tightening sooner than expected.
Egyptian problem is only one amidst the whole lots of imbalances around the globe; expect more to follow in various forms, economic and political.
Oil is touching 100 physiological level, corporate balance sheet and behavior will change if oil stay above 100.
SFP is ending, QE2 soon to end in June.
My six month target (from Jan 1, 2011) for S&P top is 1325—1350, can’t be reached this soon. |
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