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道琼期
2019-10-02
$道琼斯(.DJI)$
跟随大A步入下跌通道中
道琼期
2019-09-23
$道琼斯(.DJI)$
又被A股拉下水了
道琼期
2019-08-05
$道琼斯(.DJI)$
都说中国熊股引领全球股市下跌
道琼期
2019-07-08
$深证成指(399001)$
中国熊股 引领全球股市进入熊途!
道琼期
2019-07-05
$道琼斯(.DJI)$ 今天完玩了
道琼期
2019-06-27
$道琼斯(.DJI)$ 中国熊吸引领全球股市
道琼期
2019-06-17
京东; $雷科防务(002413)$
@黄金头条:真正资助“山姆大叔”的是谁?恐怕是美国人自己
道琼期
2019-06-17
$雷科防务(002413)$ xzzz?9
昨夜今晨:亚市早盘美股期货小幅走高
道琼期
2019-05-06
$道琼斯(.DJI)$ A股领跌全球
道琼期
2019-04-15
$维信诺(002387)$你丫的再缩量呀!缩到0成交呀
去老虎APP查看更多动态
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$雷科防务(002413)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/904096851","repostId":"905248448","repostType":1,"repost":{"id":905248448,"gmtCreate":1560415317484,"gmtModify":1704700148960,"author":{"id":"3510815840401625","authorId":"3510815840401625","name":"黄金头条","avatar":"https://static.tigerbbs.com/967401c16f081ec56bf12a4064eefce8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510815840401625","authorIdStr":"3510815840401625"},"themes":[],"title":"真正资助“山姆大叔”的是谁?恐怕是美国人自己","htmlText":"Michael Lebowitz在RealInvestmentAdvice网站撰文称,美国消费者、企业和政府债务的增长大大超过了经济增长和集体收入,这使得偿还债务越来越依赖于更多的债务发行。 幸运的是,为支出/消费和偿还旧债承担更多债务并不成问题。在过去20年里,一直有愿意为这一计划提供资金的贷款人(储户),即使以收益率衡量的回报稳步下降。 不幸的是,美国国债最大的两个买家/持有者(中国和美联储)不再发挥他们的作用。更令人担忧的是,为政府支出提供资金所需的美国国债数量正在迅速增长。美国国债供需状况的这种剧烈变化所带来的后果在很大程度上被忽视了。 外国持有者 外汇储备通常被投资于“安全”的美国国债。随着世界贸易多年来的增长,对美元储备的需求也逐步增加,导致外国政府向美国财政部提供了更多贷款。 最近外国买家(包括私人投资者和政府)的购买兴趣有所下降。在过去两年之前,最后一次两年间出现持平或负增长是在1999-2000年。在此期间,未偿还的美国国债数量萎缩,尽管外国持有者减少,但他们持有的债务占未偿债务的比重上升。 下图显示了外国持有的美国公共债务数量和占比(不包括政府内部持仓,如社会保障行政投资),以及未偿还公共债务总额。可以看到,过去几年出现的分歧是最近40年来无可比拟的。 美联储QE 在金融危机及其余波期间,政府支出和债务发行量急剧增加。2008年至2012年未偿还的美国国债增加了8万亿美元。这是危机前五年2.6万亿美元增幅的3倍。 为恢复经济增长和稳定金融市场,美联储采取了前所未有的措施,将联邦基金利率目标下调至0-0.25%,并推出了量化宽松(QE)。QE的实施使得美联储在公开市场操作中购买美国国债和抵押贷款支持证券(MBS)。通过减少公众持有的债券数量,降低美国国债和MBS的收益率,这对一系列固定收益证券的收益率下降产生了连锁反应。经过三轮QE,美联储购买了逾1.9万","listText":"Michael Lebowitz在RealInvestmentAdvice网站撰文称,美国消费者、企业和政府债务的增长大大超过了经济增长和集体收入,这使得偿还债务越来越依赖于更多的债务发行。 幸运的是,为支出/消费和偿还旧债承担更多债务并不成问题。在过去20年里,一直有愿意为这一计划提供资金的贷款人(储户),即使以收益率衡量的回报稳步下降。 不幸的是,美国国债最大的两个买家/持有者(中国和美联储)不再发挥他们的作用。更令人担忧的是,为政府支出提供资金所需的美国国债数量正在迅速增长。美国国债供需状况的这种剧烈变化所带来的后果在很大程度上被忽视了。 外国持有者 外汇储备通常被投资于“安全”的美国国债。随着世界贸易多年来的增长,对美元储备的需求也逐步增加,导致外国政府向美国财政部提供了更多贷款。 最近外国买家(包括私人投资者和政府)的购买兴趣有所下降。在过去两年之前,最后一次两年间出现持平或负增长是在1999-2000年。在此期间,未偿还的美国国债数量萎缩,尽管外国持有者减少,但他们持有的债务占未偿债务的比重上升。 下图显示了外国持有的美国公共债务数量和占比(不包括政府内部持仓,如社会保障行政投资),以及未偿还公共债务总额。可以看到,过去几年出现的分歧是最近40年来无可比拟的。 美联储QE 在金融危机及其余波期间,政府支出和债务发行量急剧增加。2008年至2012年未偿还的美国国债增加了8万亿美元。这是危机前五年2.6万亿美元增幅的3倍。 为恢复经济增长和稳定金融市场,美联储采取了前所未有的措施,将联邦基金利率目标下调至0-0.25%,并推出了量化宽松(QE)。QE的实施使得美联储在公开市场操作中购买美国国债和抵押贷款支持证券(MBS)。通过减少公众持有的债券数量,降低美国国债和MBS的收益率,这对一系列固定收益证券的收益率下降产生了连锁反应。经过三轮QE,美联储购买了逾1.9万","text":"Michael Lebowitz在RealInvestmentAdvice网站撰文称,美国消费者、企业和政府债务的增长大大超过了经济增长和集体收入,这使得偿还债务越来越依赖于更多的债务发行。 幸运的是,为支出/消费和偿还旧债承担更多债务并不成问题。在过去20年里,一直有愿意为这一计划提供资金的贷款人(储户),即使以收益率衡量的回报稳步下降。 不幸的是,美国国债最大的两个买家/持有者(中国和美联储)不再发挥他们的作用。更令人担忧的是,为政府支出提供资金所需的美国国债数量正在迅速增长。美国国债供需状况的这种剧烈变化所带来的后果在很大程度上被忽视了。 外国持有者 外汇储备通常被投资于“安全”的美国国债。随着世界贸易多年来的增长,对美元储备的需求也逐步增加,导致外国政府向美国财政部提供了更多贷款。 最近外国买家(包括私人投资者和政府)的购买兴趣有所下降。在过去两年之前,最后一次两年间出现持平或负增长是在1999-2000年。在此期间,未偿还的美国国债数量萎缩,尽管外国持有者减少,但他们持有的债务占未偿债务的比重上升。 下图显示了外国持有的美国公共债务数量和占比(不包括政府内部持仓,如社会保障行政投资),以及未偿还公共债务总额。可以看到,过去几年出现的分歧是最近40年来无可比拟的。 美联储QE 在金融危机及其余波期间,政府支出和债务发行量急剧增加。2008年至2012年未偿还的美国国债增加了8万亿美元。这是危机前五年2.6万亿美元增幅的3倍。 为恢复经济增长和稳定金融市场,美联储采取了前所未有的措施,将联邦基金利率目标下调至0-0.25%,并推出了量化宽松(QE)。QE的实施使得美联储在公开市场操作中购买美国国债和抵押贷款支持证券(MBS)。通过减少公众持有的债券数量,降低美国国债和MBS的收益率,这对一系列固定收益证券的收益率下降产生了连锁反应。经过三轮QE,美联储购买了逾1.9万","images":[{"img":"https://static.tigerbbs.com/7d9135bc5119b2740d3de7d9230a49ed"},{"img":"https://static.tigerbbs.com/5ad47586426fb051ab19a50dc5d21ec2"},{"img":"https://static.tigerbbs.com/c531e6f70d67fa3416d0cf1ec8d7ac9d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/905248448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":904096980,"gmtCreate":1560733718640,"gmtModify":1704700576385,"author":{"id":"3513987717840065","authorId":"3513987717840065","name":"道琼期","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513987717840065","authorIdStr":"3513987717840065"},"themes":[],"htmlText":"$雷科防务(002413)$ xzzz?9","listText":"$雷科防务(002413)$ xzzz?9","text":"$雷科防务(002413)$ xzzz?9","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/904096980","repostId":"1106039719","repostType":4,"repost":{"id":"1106039719","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1560729194,"share":"https://www.laohu8.com/m/news/1106039719?lang=&edition=full","pubTime":"2019-06-17 07:53","market":"us","language":"zh","title":"昨夜今晨:亚市早盘美股期货小幅走高","url":"https://stock-news.laohu8.com/highlight/detail?id=1106039719","media":"老虎资讯综合","summary":"美股上周维持了小幅上涨。道指、标普500指数、纳指分别上涨0.41%、0.47%和0.7%,上述三大指数均连续两周收高。","content":"<p>美股上周维持了小幅上涨。道指、标普500指数、纳指分别上涨0.41%、0.47%和0.7%,上述三大指数均连续两周收高。分析人士认为,美国股市在本月初以来的反弹主要是美联储释放鸽派信息促成,缺少基本面支持。同时,市场对美联储降息时机以及幅度的预期仍存在较大分歧。亚市早盘美国股指期货集体小幅走高。</p>\n<p><img src=\"https://static.tigerbbs.com/7d3dd6849abd6caf7dab420ffd9692cb\"></p>\n<p>【美股】:美股上周五道指跌17.16点,或0.07%,报26089.61点;标普500指数跌4.66点,或0.16%,报2886.98点;纳指跌40.47点,或0.52%,报7796.66点。</p>\n<p><img src=\"https://static.tigerbbs.com/638609f9159d438a6a1d188b807cbbc0\"></p>\n<p>【亚太股市】沪深股市方面,沪指上周五收报2881.97,周涨1.92%。创业板指上周涨2.68%,周五1.75%的跌幅回吐了周二录下的近半升幅。香港恒生指数上周五收报27,118.35,周涨0.57%,连续两周上涨。</p>\n<p><img src=\"https://static.tigerbbs.com/d39622dec354ded2c6d43f3329bf5afd\"></p>\n<p>【大宗商品】美油期货上周五收高0.4%,上周累计下跌2.7%;上周五盘中,8月黄金期货最高上涨至1362.20美元,为2018年4月以来的盘中新高。</p>\n<p>本周将公布的重要数据、事项及提示有:周二,6月德国ZEW经济景气指数,5月美国营建许可;周三,5月英国CPI;周四,美联储公布利率决议、FOMC会议声明和新闻发布会,英国央行(BoE)利率决议,日本央行(BoJ)利率决议;周五,6月德国制造业PMI,5月美国成屋销售。</p>\n<p>【周末要闻】</p>\n<p><b>印度对28种美国产品加征报复性关税</b></p>\n<p>印度政府决定从6月16日开始对28种美国输印产品加征关税。印度财政部15日晚发布公告,宣布对包括杏仁、豆类和核桃在内的28种美国产品加征关税。这一名单先前包含29种产品,但此次公告删除了一种虾类产品。</p>\n<p><b>特朗普:如不能连任 美国股市将现前所未有的崩盘</b></p>\n<p>据彭 博社15日报道,特朗普正在开始为他的2020年竞选活动做准备,他在推特上警告称,“如果2020年除了我之外的任何人接管,将会出现前所未有的股市崩盘!”</p>\n<p><b>沪伦通启动在即</b></p>\n<p><span>6月16日,第一财经获悉,</span><b><span>沪伦通揭牌仪式将于伦敦时间周一(6月17日)8:00左右举行</span></b><span>,即同日北京时间15:00左右,届时华泰证券<a href=\"https://laohu8.com/S/601688\">$(601688)$</a>也将于伦敦证券交易所<a href=\"https://laohu8.com/S/LSE.UK\">$(LSE.UK)$</a>举行上市仪式。此外,英国方面人士上周也对记者提及,沪伦通有望在6月17日于伦敦举行的第十次中英经济财金对话期间揭牌。</span></p>\n<p><span>对于揭牌仪式的具体事宜,伦交所方面表示尚不予置评。</span></p>\n<p><b>华尔街:中国咖啡市场极具潜力 瑞幸的股票物美价廉</b></p>\n<p>相关数据显示,自不到两年前成立以来,瑞幸咖啡已售出逾1.1亿杯咖啡。瑞幸迄今已经开设了2370家门店,并计划在2019年再增加2500家,其中自取店(pick-up)占总店数的90%以上。</p>\n<p><b>屠呦呦将再发布重大科研突破!</b></p>\n<p><span>据新华社报道,屠呦呦团队将在本月17日公布重大科研突破。新华社客户端在发布这则消息的同时,配了一个视频和一首诗。在视频中,诺贝尔生理学或医学奖得主屠呦呦说:“一旦疟原虫对青蒿素联合疗法产生抗药性,疟疾将无药可治,人类势必遭遇一场浩劫。”中国中医科学院青蒿素研究中心研究员王继刚说:“如果没有青蒿素,每年会有几百万人死亡。”</span></p>\n<p><b><span>根据这些描述,今日将要发布的重大科研突破可能仍与青蒿素有关!</span></b></p>\n<p><b>综合自同花顺财经等</b></p>\n<p>推荐阅读:</p>\n<p><a href=\"https://laohu8.com/HN/1906820763\" target=\"_blank\">重磅万字长文!中美经贸摩擦需要澄清的若干问题</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:亚市早盘美股期货小幅走高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨:亚市早盘美股期货小幅走高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2019-06-17 07:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美股上周维持了小幅上涨。道指、标普500指数、纳指分别上涨0.41%、0.47%和0.7%,上述三大指数均连续两周收高。分析人士认为,美国股市在本月初以来的反弹主要是美联储释放鸽派信息促成,缺少基本面支持。同时,市场对美联储降息时机以及幅度的预期仍存在较大分歧。亚市早盘美国股指期货集体小幅走高。</p>\n<p><img src=\"https://static.tigerbbs.com/7d3dd6849abd6caf7dab420ffd9692cb\"></p>\n<p>【美股】:美股上周五道指跌17.16点,或0.07%,报26089.61点;标普500指数跌4.66点,或0.16%,报2886.98点;纳指跌40.47点,或0.52%,报7796.66点。</p>\n<p><img src=\"https://static.tigerbbs.com/638609f9159d438a6a1d188b807cbbc0\"></p>\n<p>【亚太股市】沪深股市方面,沪指上周五收报2881.97,周涨1.92%。创业板指上周涨2.68%,周五1.75%的跌幅回吐了周二录下的近半升幅。香港恒生指数上周五收报27,118.35,周涨0.57%,连续两周上涨。</p>\n<p><img src=\"https://static.tigerbbs.com/d39622dec354ded2c6d43f3329bf5afd\"></p>\n<p>【大宗商品】美油期货上周五收高0.4%,上周累计下跌2.7%;上周五盘中,8月黄金期货最高上涨至1362.20美元,为2018年4月以来的盘中新高。</p>\n<p>本周将公布的重要数据、事项及提示有:周二,6月德国ZEW经济景气指数,5月美国营建许可;周三,5月英国CPI;周四,美联储公布利率决议、FOMC会议声明和新闻发布会,英国央行(BoE)利率决议,日本央行(BoJ)利率决议;周五,6月德国制造业PMI,5月美国成屋销售。</p>\n<p>【周末要闻】</p>\n<p><b>印度对28种美国产品加征报复性关税</b></p>\n<p>印度政府决定从6月16日开始对28种美国输印产品加征关税。印度财政部15日晚发布公告,宣布对包括杏仁、豆类和核桃在内的28种美国产品加征关税。这一名单先前包含29种产品,但此次公告删除了一种虾类产品。</p>\n<p><b>特朗普:如不能连任 美国股市将现前所未有的崩盘</b></p>\n<p>据彭 博社15日报道,特朗普正在开始为他的2020年竞选活动做准备,他在推特上警告称,“如果2020年除了我之外的任何人接管,将会出现前所未有的股市崩盘!”</p>\n<p><b>沪伦通启动在即</b></p>\n<p><span>6月16日,第一财经获悉,</span><b><span>沪伦通揭牌仪式将于伦敦时间周一(6月17日)8:00左右举行</span></b><span>,即同日北京时间15:00左右,届时华泰证券<a href=\"https://laohu8.com/S/601688\">$(601688)$</a>也将于伦敦证券交易所<a href=\"https://laohu8.com/S/LSE.UK\">$(LSE.UK)$</a>举行上市仪式。此外,英国方面人士上周也对记者提及,沪伦通有望在6月17日于伦敦举行的第十次中英经济财金对话期间揭牌。</span></p>\n<p><span>对于揭牌仪式的具体事宜,伦交所方面表示尚不予置评。</span></p>\n<p><b>华尔街:中国咖啡市场极具潜力 瑞幸的股票物美价廉</b></p>\n<p>相关数据显示,自不到两年前成立以来,瑞幸咖啡已售出逾1.1亿杯咖啡。瑞幸迄今已经开设了2370家门店,并计划在2019年再增加2500家,其中自取店(pick-up)占总店数的90%以上。</p>\n<p><b>屠呦呦将再发布重大科研突破!</b></p>\n<p><span>据新华社报道,屠呦呦团队将在本月17日公布重大科研突破。新华社客户端在发布这则消息的同时,配了一个视频和一首诗。在视频中,诺贝尔生理学或医学奖得主屠呦呦说:“一旦疟原虫对青蒿素联合疗法产生抗药性,疟疾将无药可治,人类势必遭遇一场浩劫。”中国中医科学院青蒿素研究中心研究员王继刚说:“如果没有青蒿素,每年会有几百万人死亡。”</span></p>\n<p><b><span>根据这些描述,今日将要发布的重大科研突破可能仍与青蒿素有关!</span></b></p>\n<p><b>综合自同花顺财经等</b></p>\n<p>推荐阅读:</p>\n<p><a href=\"https://laohu8.com/HN/1906820763\" target=\"_blank\">重磅万字长文!中美经贸摩擦需要澄清的若干问题</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106039719","content_text":"美股上周维持了小幅上涨。道指、标普500指数、纳指分别上涨0.41%、0.47%和0.7%,上述三大指数均连续两周收高。分析人士认为,美国股市在本月初以来的反弹主要是美联储释放鸽派信息促成,缺少基本面支持。同时,市场对美联储降息时机以及幅度的预期仍存在较大分歧。亚市早盘美国股指期货集体小幅走高。\n\n【美股】:美股上周五道指跌17.16点,或0.07%,报26089.61点;标普500指数跌4.66点,或0.16%,报2886.98点;纳指跌40.47点,或0.52%,报7796.66点。\n\n【亚太股市】沪深股市方面,沪指上周五收报2881.97,周涨1.92%。创业板指上周涨2.68%,周五1.75%的跌幅回吐了周二录下的近半升幅。香港恒生指数上周五收报27,118.35,周涨0.57%,连续两周上涨。\n\n【大宗商品】美油期货上周五收高0.4%,上周累计下跌2.7%;上周五盘中,8月黄金期货最高上涨至1362.20美元,为2018年4月以来的盘中新高。\n本周将公布的重要数据、事项及提示有:周二,6月德国ZEW经济景气指数,5月美国营建许可;周三,5月英国CPI;周四,美联储公布利率决议、FOMC会议声明和新闻发布会,英国央行(BoE)利率决议,日本央行(BoJ)利率决议;周五,6月德国制造业PMI,5月美国成屋销售。\n【周末要闻】\n印度对28种美国产品加征报复性关税\n印度政府决定从6月16日开始对28种美国输印产品加征关税。印度财政部15日晚发布公告,宣布对包括杏仁、豆类和核桃在内的28种美国产品加征关税。这一名单先前包含29种产品,但此次公告删除了一种虾类产品。\n特朗普:如不能连任 美国股市将现前所未有的崩盘\n据彭 博社15日报道,特朗普正在开始为他的2020年竞选活动做准备,他在推特上警告称,“如果2020年除了我之外的任何人接管,将会出现前所未有的股市崩盘!”\n沪伦通启动在即\n6月16日,第一财经获悉,沪伦通揭牌仪式将于伦敦时间周一(6月17日)8:00左右举行,即同日北京时间15:00左右,届时华泰证券$(601688)$也将于伦敦证券交易所$(LSE.UK)$举行上市仪式。此外,英国方面人士上周也对记者提及,沪伦通有望在6月17日于伦敦举行的第十次中英经济财金对话期间揭牌。\n对于揭牌仪式的具体事宜,伦交所方面表示尚不予置评。\n华尔街:中国咖啡市场极具潜力 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外汇储备通常被投资于“安全”的美国国债。随着世界贸易多年来的增长,对美元储备的需求也逐步增加,导致外国政府向美国财政部提供了更多贷款。 最近外国买家(包括私人投资者和政府)的购买兴趣有所下降。在过去两年之前,最后一次两年间出现持平或负增长是在1999-2000年。在此期间,未偿还的美国国债数量萎缩,尽管外国持有者减少,但他们持有的债务占未偿债务的比重上升。 下图显示了外国持有的美国公共债务数量和占比(不包括政府内部持仓,如社会保障行政投资),以及未偿还公共债务总额。可以看到,过去几年出现的分歧是最近40年来无可比拟的。 美联储QE 在金融危机及其余波期间,政府支出和债务发行量急剧增加。2008年至2012年未偿还的美国国债增加了8万亿美元。这是危机前五年2.6万亿美元增幅的3倍。 为恢复经济增长和稳定金融市场,美联储采取了前所未有的措施,将联邦基金利率目标下调至0-0.25%,并推出了量化宽松(QE)。QE的实施使得美联储在公开市场操作中购买美国国债和抵押贷款支持证券(MBS)。通过减少公众持有的债券数量,降低美国国债和MBS的收益率,这对一系列固定收益证券的收益率下降产生了连锁反应。经过三轮QE,美联储购买了逾1.9万","listText":"Michael Lebowitz在RealInvestmentAdvice网站撰文称,美国消费者、企业和政府债务的增长大大超过了经济增长和集体收入,这使得偿还债务越来越依赖于更多的债务发行。 幸运的是,为支出/消费和偿还旧债承担更多债务并不成问题。在过去20年里,一直有愿意为这一计划提供资金的贷款人(储户),即使以收益率衡量的回报稳步下降。 不幸的是,美国国债最大的两个买家/持有者(中国和美联储)不再发挥他们的作用。更令人担忧的是,为政府支出提供资金所需的美国国债数量正在迅速增长。美国国债供需状况的这种剧烈变化所带来的后果在很大程度上被忽视了。 外国持有者 外汇储备通常被投资于“安全”的美国国债。随着世界贸易多年来的增长,对美元储备的需求也逐步增加,导致外国政府向美国财政部提供了更多贷款。 最近外国买家(包括私人投资者和政府)的购买兴趣有所下降。在过去两年之前,最后一次两年间出现持平或负增长是在1999-2000年。在此期间,未偿还的美国国债数量萎缩,尽管外国持有者减少,但他们持有的债务占未偿债务的比重上升。 下图显示了外国持有的美国公共债务数量和占比(不包括政府内部持仓,如社会保障行政投资),以及未偿还公共债务总额。可以看到,过去几年出现的分歧是最近40年来无可比拟的。 美联储QE 在金融危机及其余波期间,政府支出和债务发行量急剧增加。2008年至2012年未偿还的美国国债增加了8万亿美元。这是危机前五年2.6万亿美元增幅的3倍。 为恢复经济增长和稳定金融市场,美联储采取了前所未有的措施,将联邦基金利率目标下调至0-0.25%,并推出了量化宽松(QE)。QE的实施使得美联储在公开市场操作中购买美国国债和抵押贷款支持证券(MBS)。通过减少公众持有的债券数量,降低美国国债和MBS的收益率,这对一系列固定收益证券的收益率下降产生了连锁反应。经过三轮QE,美联储购买了逾1.9万","text":"Michael Lebowitz在RealInvestmentAdvice网站撰文称,美国消费者、企业和政府债务的增长大大超过了经济增长和集体收入,这使得偿还债务越来越依赖于更多的债务发行。 幸运的是,为支出/消费和偿还旧债承担更多债务并不成问题。在过去20年里,一直有愿意为这一计划提供资金的贷款人(储户),即使以收益率衡量的回报稳步下降。 不幸的是,美国国债最大的两个买家/持有者(中国和美联储)不再发挥他们的作用。更令人担忧的是,为政府支出提供资金所需的美国国债数量正在迅速增长。美国国债供需状况的这种剧烈变化所带来的后果在很大程度上被忽视了。 外国持有者 外汇储备通常被投资于“安全”的美国国债。随着世界贸易多年来的增长,对美元储备的需求也逐步增加,导致外国政府向美国财政部提供了更多贷款。 最近外国买家(包括私人投资者和政府)的购买兴趣有所下降。在过去两年之前,最后一次两年间出现持平或负增长是在1999-2000年。在此期间,未偿还的美国国债数量萎缩,尽管外国持有者减少,但他们持有的债务占未偿债务的比重上升。 下图显示了外国持有的美国公共债务数量和占比(不包括政府内部持仓,如社会保障行政投资),以及未偿还公共债务总额。可以看到,过去几年出现的分歧是最近40年来无可比拟的。 美联储QE 在金融危机及其余波期间,政府支出和债务发行量急剧增加。2008年至2012年未偿还的美国国债增加了8万亿美元。这是危机前五年2.6万亿美元增幅的3倍。 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