takleee personal page - To The Moon

takleee

takleee

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03-05

Stock to watch please watch

03-05

$MIXUEGROUP(02097)$ fair value is only aro220 plus

03-05

$XIAOMI-W(01810)$ time to monitor

03-05

Tariff stocks which to buy

03-05

Looking for correction

2021-08-23

nice

@小虎周报:美股周策略：QE減量漸行漸近，對美股、美債影響如何？

2021-07-26

Nice

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2021-07-09

Cool

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2021-07-09

Like and comment

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2021-07-02

nice please like and comment

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2021-07-01

Thanks

2021-06-28

Please like n comment

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2021-06-28

Nice

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2021-06-25

Nice please like and comment

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2021-06-21

//@dandan_4896: Omg bb !!! I won the giveaway voucher again? nice

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2021-06-20

Please like and comment

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2021-06-16

Do we get to buy the shares???

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2021-06-14

Boring

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2021-06-14

Boring...

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2021-06-14

Hello please like and cooment

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上週聯邦公開市場委員會發布了7月27-28日會議紀要顯示：“多數美聯儲官員上月認爲，今年晚些時候可以開始放慢債券購買速度，並判斷在實現通脹目標方面已取得足夠進展，在實現就業目標上也有了進步。”這算是第一次明確提出減量操作可能在不遠的未來進行。 我們反看近期的美股市場也幾乎進入盤整格局，這也初步驗證了我們對於隨着美股季報結束，盈利上修已難以支撐市場的判斷。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 不過，關於減量並非沒有分歧。曾最早喊出縮減QE、並呼籲明年就加息的達拉斯聯儲行長卡普蘭，就在上週談到不排除因新冠變異毒株Delta病毒而調整他對未來貨幣政策看法。 此前，卡普蘭呼籲，美聯儲應該儘早以漸進方式縮減資產購買計劃，大規模購債可能導致過度冒險。我們從疫情演變來看，過去一個月，美國新冠確診新增人數整體還在攀升，經濟復甦路徑不確定性升溫後，確實不排除會打亂美聯儲原本的縮表節奏。這意味着QE減量的話題，無論其最終如何演變，大概率都會是接下來影響資產波動的主要因素。從預期角度來看，本週五開始的全球央行年會（含鮑威爾講話），9月初的非農數據窗口，9月底FOMC會議都有可能是投資者觀察QE減量預期變化的重要窗口。減量對美股、美債的影響如何？ 雖然這次減量預期，未來只是增量的減少，並非絕對量的下降（可以預見，從目前每月1200億美元的債券購買規模開始縮減，美聯儲還是會繼續緩慢擴大8.2萬億美元的資產負債表），但對資產價格的影響仍不能忽視。 我們注意到，自從08年金融危機後，在QE退出階段，隨着流動性的逐步抽離，美股大多都經歷了一定長時間的震盪。（如下圖所示）關於減量對美債收益率的影響，我們認爲可能先揚後抑。 因爲一旦減量，隨着美聯儲對債券規模購買下","listText":"未來一個月將會是減量預期影響美股的重要窗口期 上週聯邦公開市場委員會發布了7月27-28日會議紀要顯示：“多數美聯儲官員上月認爲，今年晚些時候可以開始放慢債券購買速度，並判斷在實現通脹目標方面已取得足夠進展，在實現就業目標上也有了進步。”這算是第一次明確提出減量操作可能在不遠的未來進行。 我們反看近期的美股市場也幾乎進入盤整格局，這也初步驗證了我們對於隨着美股季報結束，盈利上修已難以支撐市場的判斷。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 不過，關於減量並非沒有分歧。曾最早喊出縮減QE、並呼籲明年就加息的達拉斯聯儲行長卡普蘭，就在上週談到不排除因新冠變異毒株Delta病毒而調整他對未來貨幣政策看法。 此前，卡普蘭呼籲，美聯儲應該儘早以漸進方式縮減資產購買計劃，大規模購債可能導致過度冒險。我們從疫情演變來看，過去一個月，美國新冠確診新增人數整體還在攀升，經濟復甦路徑不確定性升溫後，確實不排除會打亂美聯儲原本的縮表節奏。這意味着QE減量的話題，無論其最終如何演變，大概率都會是接下來影響資產波動的主要因素。從預期角度來看，本週五開始的全球央行年會（含鮑威爾講話），9月初的非農數據窗口，9月底FOMC會議都有可能是投資者觀察QE減量預期變化的重要窗口。減量對美股、美債的影響如何？ 雖然這次減量預期，未來只是增量的減少，並非絕對量的下降（可以預見，從目前每月1200億美元的債券購買規模開始縮減，美聯儲還是會繼續緩慢擴大8.2萬億美元的資產負債表），但對資產價格的影響仍不能忽視。 我們注意到，自從08年金融危機後，在QE退出階段，隨着流動性的逐步抽離，美股大多都經歷了一定長時間的震盪。（如下圖所示）關於減量對美債收益率的影響，我們認爲可能先揚後抑。 因爲一旦減量，隨着美聯儲對債券規模購買下","text":"未來一個月將會是減量預期影響美股的重要窗口期 上週聯邦公開市場委員會發布了7月27-28日會議紀要顯示：“多數美聯儲官員上月認爲，今年晚些時候可以開始放慢債券購買速度，並判斷在實現通脹目標方面已取得足夠進展，在實現就業目標上也有了進步。”這算是第一次明確提出減量操作可能在不遠的未來進行。 我們反看近期的美股市場也幾乎進入盤整格局，這也初步驗證了我們對於隨着美股季報結束，盈利上修已難以支撐市場的判斷。$標普500(.SPX)$ 不過，關於減量並非沒有分歧。曾最早喊出縮減QE、並呼籲明年就加息的達拉斯聯儲行長卡普蘭，就在上週談到不排除因新冠變異毒株Delta病毒而調整他對未來貨幣政策看法。 此前，卡普蘭呼籲，美聯儲應該儘早以漸進方式縮減資產購買計劃，大規模購債可能導致過度冒險。我們從疫情演變來看，過去一個月，美國新冠確診新增人數整體還在攀升，經濟復甦路徑不確定性升溫後，確實不排除會打亂美聯儲原本的縮表節奏。這意味着QE減量的話題，無論其最終如何演變，大概率都會是接下來影響資產波動的主要因素。從預期角度來看，本週五開始的全球央行年會（含鮑威爾講話），9月初的非農數據窗口，9月底FOMC會議都有可能是投資者觀察QE減量預期變化的重要窗口。減量對美股、美債的影響如何？ 雖然這次減量預期，未來只是增量的減少，並非絕對量的下降（可以預見，從目前每月1200億美元的債券購買規模開始縮減，美聯儲還是會繼續緩慢擴大8.2萬億美元的資產負債表），但對資產價格的影響仍不能忽視。 我們注意到，自從08年金融危機後，在QE退出階段，隨着流動性的逐步抽離，美股大多都經歷了一定長時間的震盪。（如下圖所示）關於減量對美債收益率的影響，我們認爲可能先揚後抑。 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