• 9

再見了,QE!

柏南奇: QE今年底開始縮減, 明年中旬退場!
Taper Tipoff? Bernanke Hints Easing End Is Nearing


來源網址:
http://www.marketwatch.com/story/fed-much-more-upbeat-about-outlook-2013-06-19?dist=tbeforebell
2013-06-20 9:21 發佈
D'accord wrote:
柏南奇: QE今年底...(恕刪)


Bernanke said investors shouldn't read too much into that in terms of Fed policy.
"If you draw the conclusion that I've just said that our purchases will end in the middle of next year, you've drawn the wrong conclusion, because our purchases are tied to what happens in the economy," he said.

只看前幾行好嗎?別當台灣媒體

FOMC聲明全文
Federal Reserve issues FOMC statement (June 19, 2013)

http://www.federalreserve.gov/newsevents/press/monetary/20130619a.htm

看第一段跟第四段,已經很清楚了他要走的route map,
Bernanke是後接受多家媒體訪問的內容,只是出來安撫人心罷了,

老闆現在在G8開會,總不能背後放火吧。

D'accord wrote:
FOMC聲明全文Fe...(恕刪)


The Committee will closely monitor incoming information on economic and financial developments in coming months. The Committee will continue its purchases of Treasury and agency mortgage-backed securities, and employ its other policy tools as appropriate, until the outlook for the labor market has improved substantially in a context of price stability. The Committee is prepared to increase or reduce the pace of its purchases to maintain appropriate policy accommodation as the outlook for the labor market or inflation changes. In determining the size, pace, and composition of its asset purchases, the Committee will continue to take appropriate account of the likely efficacy and costs of such purchases as well as the extent of progress toward its economic objectives.

"If you draw the conclusion that I've just said that our purchases will end in the middle of next year, you've drawn the wrong conclusion, because our purchases are tied to what happens in the economy," he said.

QE退不退,還是得看經濟表現給不給面子

為了台灣出口,我也希望美國經濟能真正轉好
D'accord wrote:
退場

今年不升息,
明年呢?
會把其他國家給搞慘囉!

sunhm wrote:
今年不升息,

明年...(恕刪)


QE造成很多國家扭曲、虛幻的經濟發展,
近期外資提前反應QE退場,
從東南亞及拉美等地撤回(正在轉好中的)美國,
很快就可以看出世界各地誰在裸泳,
台灣房市也算是QE惹的禍之一,不久將見真章。

還有另外一顆可怕的未爆彈在中國,
一引爆,很多樓都會垮掉。
中國也在縮緊錢流,還在台灣、香港大量發行人民幣債券,吸收資金。中國買的美國公債最近少了幾百億美元。兩大國都在收回金流。
QE收掉後, 台幣是升是貶有人可以預測的出來嗎?
對台灣的衝擊除了房地產, 還有哪些產業呢?

哪些產業不會受到QE退場的影響呢?



pabasco wrote:
QE收掉後, 台幣是升是貶有人可以預測的出來嗎?
對台灣的衝擊除了房地產, 還有哪些產業呢?


我覺得應該不會對房產有影響的
你知道台灣的房仲的
到時候又會是另外一套說詞
反正就是要漲價就對了

pabasco wrote:
QE收掉後, 台幣是...(恕刪)


泡沫化不會只有房市

這裡的人只希望房產崩盤

然後其他產業完好如初
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