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本帖最后由 小曲 于 2011-6-8 14:55 编辑 0 c$ @; p8 m9 S" d
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Signature Market Roundup
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Eric Bushell/ H2 A ^, o {) e8 k3 T
Senior Vice-President,0 Y- c0 r' z6 E4 F
Portfolio Management$ U7 k; N) D: R, v& `( B7 F) v6 i
and Chief Investment Officer
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, X; ?7 K j& }! n/ F) i自lehman倒台后美国第二阶段的风险投资的恢复到四月底基本结束了。第一阶段是从2009三月到2010四月, 但被欧洲的债务危机和美国的减慢中断了。第二阶段是从美国联邦储备局2010年九月份开始的非传统的缓解政策,被称为QE2. 这个运作造成投资者抛售美金抢购房地产,商品期货,贷款,和股票。现在这个政策趋近结束,美金趋于稳定,这会帮助美国财政缩减,解除政卷市场的压力。面对美国QE2政策的成功,而世界其他地区都非常不稳定,现在可能是时候将投资定位到中性风险。9 X$ I: l, Q. B) J& D
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The second phase of the post-Lehman recovery in risky assets
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European sovereign crisis and a U.S. slowdown. The second+ U+ l$ m8 A# H% W8 \' {
phase began with the U.S. Federal Reserve launching an! L2 l1 K7 t4 Y. F' w; G
unconventional easing policy dubbed QE2 in September. _7 m$ K; W0 q, i
2010. This action saw investors exit the dollar and scramble
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and equities. As we near the end of this policy, prospects
3 G; a4 n, l9 U+ |1 i. }1 h6 `for dollar stabilization grow; this would be helped through; T9 ` S3 J- H* F' W; v) q
U.S. fi scal retrenchment and relief on the part of bond
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uncertainties elsewhere, it may be time to move to a more4 [9 x) u3 }/ M6 e' d$ l' n+ ^% @
neutral risk positioning. |
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