今天对熊熊有利的两条消息

maserati · 发表于 2009-5-7 04:18 PM

BOND AUCTION反应差，YIELD创五月新高，川哥最近已经放话，"FED那个JB什么QUANTITATIVE EASING POLICY纯粹是搞当年国民党的金元卷，今天俺的租就不放了。" High yield on treasury means higher borrowhing costs and mortgage rate. Higher mortgage rate means less people buying houses which will result lower hosuing price. Lower housing price means more writeoffs for banks. More writeoffs for banks mean, well, you get the idea.

第二条是CONSUMER CREDIT下降创记录的11BILLION，说明消费者不愿借债，另一方面也说明银行继续缩减信贷，这对CONSUMER SPENDING占70％的美国经济来说，是非常不利的。

yanjun · 发表于 2009-5-7 04:19 PM

soulvirus · 发表于 2009-5-7 04:21 PM

大家都知道现在情况不好,可是mm还是要上去创新高.没得办法的事哈

soulvirus · 发表于 2009-5-7 04:22 PM

其实这叫着眼未来.反正以后经济会好的,先拉上去再说

maple888 · 发表于 2009-5-7 04:23 PM

summer123 · 发表于 2009-5-7 04:23 PM

Good analysis

buctusa · 发表于 2009-5-7 04:25 PM

Everyone is buying C now AH

happyface · 发表于 2009-5-7 04:25 PM

nasd · 发表于 2009-5-7 04:27 PM

大家都知道现在情况不好,可是mm还是要上去创新高.没得办法的事哈
soulvirus 发表于 2009-5-7 17:21

can't agree more.

新低手 · 发表于 2009-5-7 04:28 PM

Everyone is buying C now AH
buctusa 发表于 2009-5-7 17:25

what's happen

judyfruit · 发表于 2009-5-7 04:40 PM

we are all tiny shrimps remember?

李隆基 · 发表于 2009-5-7 04:55 PM

国民党可以逃到台湾，犹太人逃到哪里去？

lucymvz · 发表于 2009-5-7 05:43 PM

what a chain reaction! thank you.

happyface · 发表于 2009-5-7 05:48 PM

Futures 又绿了,对熊熊来说没好消息

focusonsth · 发表于 2009-5-7 06:12 PM

BSC · 发表于 2009-5-7 07:21 PM

thanks

Amber · 发表于 2009-5-7 07:34 PM

Persistance · 发表于 2009-5-7 08:05 PM

Thank you for your analysis! Ding!!!

coexist · 发表于 2009-5-7 08:13 PM

nobody buys bond, Feb buys them all.

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