經濟病院

老美入院急症, 傍人也得陪著吃藥

QE 4要來. 而且這回還加大, 實值放出籌碼, 針劑愈打愈重 ( OT 每月$45Billion)而這次
The Fed said it will buy $85 billion a month in long-term Treasury bonds and mortgage-backed securities next year. MBS
此舉將使公司債, 拉圾債券上揚, 而失去投資价值, 新興國家債券值利率也會下降
固定收益投資者極為不樂見到

股市也因而失血
Since January 2009, investors have yanked an estimated $275 billion out of stock funds and poured $1 trillion into bond funds

這個 Financial market  太多人工噐管, 看來間題不是不大, 而是很大

CRB 守住 293.00
GSG  守住  32.10

股市還有撑
否則. ?

SPX, IEF, DXY, GSG


看看BDI, 落葉知秋