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CIO的见解
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CIO的见解
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CIO的见解由 yabo亚博网站登录首页的首席信息官迈克尔·罗森说
Michael has more than 35 years experience as an institutional portfolio manager, 投资策略师, 交易员和学者.
RSS: CIO的博客 | 所有的媒体
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2015年9月11日
被伤害
Investors in Emerging Markets could be forgiven for feeling as if they've gone 15 rounds with Ronda Rousey (see below). Or, more like 3 years with thethe best pound-for-pound fighter today (she might ...
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2015年9月4日
工作
Markets have taken today's employment release as evidence of a weakeningjobs market. A mere 173,000 net new jobs were added in August, below the consensus figure of 217,000. 但是,巧合的是, ...
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2015年8月28日
加快步伐
Lost amidst the market turmoil this week were a number of reports of a strengthening US economy. Consumer confidence soared last month, as did new home sales. Durable goods orders surprised with a 2% ...
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2015年8月25日
震动
两周前(8月13日), (暂时)不要恐慌) I noted that the renminbi devaluation was officially described as a modest alignment with market forces, 哪一个可能是真的, 但这是强烈的 ...
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2015年8月20日
波拉特之国
I probably should not confess to enjoying Borat (full title:Borat: Cultural Learnings of America for Make Benefit Glorious Nation of Kazakhstan), 86分钟的低俗, 幼稚的插科打诨以免我崩溃 ...
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8月13日
(暂时)不要恐慌
Earlier this week, China devalued its currency 1.对美元贬值9%. 在某种程度上,这没什么大不了的. China's currency has been appreciating considerably for many years (see Chart 1 for the ...
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2015年8月5日
穿着尿布的罪犯
Japan grew from the (literal) ashes of the Second World War to become the second largest economy in the world by creating products we all wanted. Some were revolutionary, like the Sony Walkman, some ...
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2015年7月29日
干井
Southern California just had the wettest July on record, the Angels were rained out of a home game for the first time in 20 years, and we're all getting excited that a strong El Niño is ...
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2015年7月27日
热的投标
房地产市场复苏, from its worst downturn since at least the 1930s, 一直很稳定, but much less robust than most had expected. 的re are many explanations offered, from mean banks who have ...
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2015年7月24日
暴跌
大宗商品价格直线下跌. 的 Bloomberg Commodity Price Index (5-year chart below) is off about 30% in the last year. 金价正跌向每盎司1000美元.而原油(WTI)则回落至下方 ...
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2015年7月13日
狂野的东方
的 central planners in Beijing have gotten so much right for the past three decades, that they might be forgiven for believing in their own infallibility. But it's one thing to shuffle resources ...
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2015年7月6日
???
I'm not sure why the pundits were predicting the Greeks would volunteer to walk meekly to their certain ruin, but the vote yesterday apparently surprised these experts. 欧洲股市下跌1%, ...
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2015年7月1日
2015年第二季度,比分接近
Sailing has been an i下一个ricable companion of human development and civilization. 7以上的文物,000 years old contain pictures of sail boats, 2人以上,000 years before the domestication of the horse, 让我们的第一次非双足航行...
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2015年6月30日
Puerto Pobre
An honest politician may be oxymoronic (or is just moronic?), or maybe it's the black swan that surprises us when seen. Either way, Alejandro Garcia Padilla, governor of the US Commonwealth of Puerto ...
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2015年6月29日
戏剧/德拉克马
Here we go again, as Ronald Reagan used to say. Asian equities off 2-3%, Europe down 3-4%, Treasuries rallying, gold up. 发生了什么事??的 latest act of this tragedy was the imposition of capital ...
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2015年6月26日
更多yabo亚博网站登录首页差饷...
A few days ago (开始的结束) I suggested 2015 might turn out to be the worst year for bond investors in the past three decades. Here are some additional pictures (courtesy of Goldman Sachs) to ...
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2015年6月23日
开始的结束
1942年11月, 当时埃及之战正在进行, Winston Churchill addressed his nation with these words:Now this is not the end. It is not even the beginning of the end. 但是,也许,它是 ...
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2015年6月12日
派对就像1999年一样?
Some observers point to the eye-popping valuations for companies with little revenue (WhatsApp, e.g., bought by Facebook for $19 billion) as indicative of an equity market that is partying like it's ...
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2015年6月11日
yabo亚博网站登录首页财富评论
A Secular Bull Market is generally defined as a long-term bullish trend consisting of larger bull markets and smaller bear markets or corrections. In a secular bull market, the corrections are often rapid and scary, but generally make higher lows...
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2015年6月8日
六月的阴霾将消散
1024"June gloom" is what you get when a warming land mass meets a cooler ocean: a layer of marine fog that the sun burns off into afternoon haze. It is the weather pattern in 圣塔莫尼卡 for every ...
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2015年5月29日
Yasou!
Let me stipulate up-front: I love Greece. 一切 about it: the food, the weather, the history, the music, the people. 一切.但我不会把钱借给他们. 希腊有很长的(非常长的) ...
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2015年5月26日
长期
In much of life, certainty dissipates with time. Weather forecasts are pretty accurate over the 下一个 24 hours, a little better than a coin flip over the 下一个 week, 一个月后就一文不值了. 的 ...
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2015年5月22日
不要责怪自然
Commodity prices rise and fall; no great insight there. Which is why most of us, mostly, take the fluctuations in stride. We (I) may get a little annoyed when the price of gasoline is a few cents ...
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2015年5月21日
扭曲或通货再膨胀?
A month ago, Germany could borrow for 10 years at a rate of 0.06%. Lenders were also happy that day to earn 0.在接下来的30年里是47%. That's $4,700 of annual interest for every $1 million. ...