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吊车尾是指后面,哈姆雷特是剧本。所以这个题目的意思是后面的剧本。
The tension has been heightened by the recent pummeling of stocks that dared miss the mark, like FedEx (FDX) and Oracle (ORCL). Companies also are rushing to nudge down expectations. So far, 102 companies have told investors to brace for weaker-than-expected earnings, versus just 23 that raised projections, says Gregory Harrison, Thomson Reuters' earnings analyst. This produces a 4.4 negative-to-positive ratio—the worst since 2001.
塞浦路斯问题解决以后会有relief rally。债务上限应该已经解决,所有3/27这个时间节点已经失去了原来的作用。但是这个Q的ER可能不太好,因此relief rally之后,ER season之前可能会后一个深度回调。可能会持续到ER season中期,如果ER真的如预期那么遭,回调会持续。如果ER没有预期那么遭,或者投资人意识到经济还是在增长,虽然很缓慢,那么又会继续涨。 |
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