zt: recession is coming?

oldwolf

oldwolf

Yuhou

问题是，支撑空头的两大因素：狂飆的美元还会狂飆吗？另外就是加息呼声还会继续高涨吗？

Yuhou

ctcld

还是那句话，本人认为，先行指标只是微观信号，这种信号对FED是好事，11年祭出了QE2，Twist，QE3，直到QE4后才撒手。
关注宏观信号非常重要。那就是泡沫。

DOW股市

The PMI is a composite index of five "sub-indicators", which are extracted through surveys to more than 400 purchasing managers from around the country, chosen for their geographic and industry diversification benefits. The five sub-indexes are given a weighting, as follows:

    Production level (.25)
    New orders (from customers) (.30)
    Supplier deliveries - (are they coming faster or slower?) (.15)
    Inventories (.10)
    Employment level (.20)

Qn的钱让资产膨胀，但对实体贡献颇少。一季度不好，正好也能反映这一点。