Goldman Explains Why It Is "QE2 Or Bust" For Stocks Tomorrow

Poo

要挟市场

Just in case you missed Goldman's economic team shift to outright bearishness, Jan Hatzius presents several key observations that other economists (particularly BofA's Bianco and Dutta) have yet to grasp. And even as Goldman openly expects a recommencement in debt monetization tomorrow to the tune of $1 trillion, Hatzius openly acknowledges that this decision could be delayed... And such a decision would be a major mistake, as it is already priced in: "Such a decision could prove to be a serious mistake, because a significant part of the recent easing in financial conditions is probably due to market expectations of a more expansionary monetary policy.  Indeed, if a disappointment on Tuesday results in a significant renewed tightening of conditions, the decision might ultimately hasten the transition to further easing steps." In other words, it is pretty much QE or bust for stocks.

xiaoyaoxl

不给钱就死给你看？？

alex68

回复 2# xiaoyaoxl

哈哈，华尔街的德行大家也不是不知道.