Joe:「Yellen這周的談話真的很鴿派,拖延升息速度的態度很明顯,美元一季內會相對比較弱勢了。」
眾人皆知美國聯準會(FED)主席Yellen偏向鴿派,不過她29日的演說鴿派到家,連專家都跌破眼鏡,直說是Yellen歷來最鴿派的談話。市場更認為,Yellen眼中似乎只有經濟下行風險,對一切都沒有太大信心,OppenheimerFunds投資長Krishna Memani親自到紐約經濟俱樂部聽取Yellen演說。Memani說,這是他聽過Yellen的最鴿派發言,Yellen似乎傾向於加碼寬鬆,而非緊縮貨幣政策,他的結論是FED對於經濟極為憂心。
Yellen3月政策會議後的談話就相當鴿派,沒想到這次演說比之前更偏鴿派,大出市場意料,許多人對Yellen演說的鴿派程度感到吃驚,指出Yellen似乎強調所有鴿派論點,判斷短期內美元走勢極為不利。Yellen太鴿派,也讓人對美國成長感到憂心,否則FED為何無視金融穩定、全球貨幣貶值等問題,只想推高資產價格。
先前FED鷹派官員指出通膨增加,力主四月應該升息,Yellen對此不以為然。DS Economics創辦人Diane Swonk說,Yellen有如把鷹派看法關入籠中,FED升息速度大概比冰河前進速度還慢,今年或許只會在六月升息一次,四月會議可能有兩人反對利率不變。FED內部拔河,對升息爭辯不休,將讓市場陷入困惑。
芝加哥商業交易所(CME)的FedWatch工具顯示,聯邦基金利率期貨29日預估的4月升息機率從早晨的9%一口氣降至5%,而6月升息機率也從Yellen發表演說前的36%降至30%。
Yellen指出,相較於去年12月聯邦公開市場委員會(FOMC)開會時預測的情況,海外經濟今年的成長展望已經轉弱、企業獲利預期也已下滑,美國製造業與淨出口表現持續受到全球成長趨緩,以及2014年以來美元強勢升值的衝擊,近期指標顯示包括企業資本支出與企業信心都呈現低迷不振。
Yellen在演說中三度明確提到中國,全球經濟成長速度明顯受到中國情勢的影響,外界預期未來數年中國將因經濟轉型而放慢成長速度,但對於轉型過程是否平順則是眾說紛紜,今年初市場對於中國匯率政策的疑惑導致不確定性因素升高。
http://blog.moneydj.com/…/%E7%B6%93%E6%BF%9F%E6%9C%89%E9%9…/
同時也有10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
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The FT is organising a global competition together with OppenheimerFunds in which the winner will get US$ 40,000 in a ceremony in New York in October 2015.
We are looking for film makers from a range of countries in the Asian-Pacific region to enter their work in this competition. We are particularly looking for short film and documentary makers from India, The Philippines, Vietnam, Indonesia, Malaysia, Cambodia, Thailand, Myanmar, Mongolia and China.
Please have a read of the attached press communiqué pdf. You can find the full information on the Awards at: www.ft-live.com/emerging-voices/
Our aim is very simple. We want to use all possible avenues open to us to make sure that as many eligible film makers as possible will learn about this award and will feel inspired to submit their work to our judges. The subject of the film is left wide open but the jury is looking for:
"... those in each of the eligible art forms whose work shows outstanding talent and in some way furthers understanding of their region."
You first have to register on our website and then you can upload your film. You can enter the awards at https://www.eiseverywhere.com/ehome/index.php… .
Also in case you have technical difficulties with uploading the film over the internet, you can submit your registration using the attached word document and transfer the film to me using www.wetransfer.com. For upload the film must be compressed to less than 1GB.
The deadline of entry is the 30th of April, the end of this month.
oppenheimerfunds 在 Invesco to Buy Oppenheimer Funds in $5.7 Billion ... - YouTube 的推薦與評價
Oct.18 -- Invesco Ltd. has agreed to purchase OppenheimerFunds from MassMutual in a deal worth $5.7 billion. ... <看更多>