联储加息周期结束日银政策调整开始-读者评论-经济通中国站

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联储加息周期结束日银政策调整开始

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绿豆2023-11-04 23:36:25预计美国经济明年增长1.2%，CPI通胀2.7%，明年3-6月政策利率开始回调。

市场对美联储调整联邦基金利率走势的预期
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绿豆2023-11-04 23:39:49上周美国财政部公布了本季度债券发行计划，预计净发行7760亿美元债券，略低于交易员估计的8520亿规模，十年期和三十年期国债收益率应声回落。尽管发行规模小过预期，这仍是历史上第四季度创纪录的发债水平。联邦财政赤字在过去四个季度较前期翻了一倍，达到2.02万亿美元。这个规模小过疫情救济时候，但仍是美国历史上极其罕见的。尽管经济过热，拜登政府在财政政策上依然保持强烈扩张的态势。

美国政府举债的利息支付快接近1万亿美元，超过国防开支
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绿豆2023-11-05 00:43:285月24日至今，A股行业指数（申万）走势
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绿豆2023-11-05 00:48:20哦，参照98年亚洲金融风暴，这货赵国经济大萧条24，对吧！

赵国经济大萧条24
2023-11-05 00:19:09明年上半年日本央行就会动手。
赵国经济大萧条24
2023-11-05 00:18:08
自从2013年日本开始推行安倍经济学以来，日本已经向海外输出了大约10万亿美元的流动性，其中不少流到了港股市场和购买了中资地产美元债。

赵国经济大萧条24
2023-11-05 00:16:06
日银（BOJ）和美联储（FED）互相配合誓要干死对手的泡沫经济！[回复]
绿豆2023-11-05 01:41:38美元英镑欧元日元，利率
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绿豆2023-11-05 10:47:31熬不起，无底洞
美欧官员与乌克兰商讨和平谈判
NBC： “美国., European officials broach topic of peace negotiations with Ukraine, sources say,”[回复]
绿豆2023-11-05 11:32:14给这货mo涨涨见识
巴以冲突，美国民主党分裂

民主党众议员特莱布，来自摇摆州密歇根州
特莱布指责拜登支持对巴勒斯坦人的种族灭绝
政治：Tlaib accuses Biden of supporting genocide of Palestinians
“Biden, support a ceasefire now or don’t count on us in 2024,” text cards following Tlaib’s video message read.[回复]
绿豆2023-11-05 13:14:44印度德里空气质量PM2.5爆表
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绿豆2023-11-05 13:16:34巴以冲突，拜登受到左右挤压，明年大选拜登会不会输？特朗普东山再起？
绿豆2023-11-05 11:32:14
给这货mo涨涨见识巴以冲突，美国民主党分裂民主党众议员特莱布，来自摇摆州密歇根州特莱布指责拜登支持对巴勒斯坦人的种族灭绝政治：Tlaib accuses Biden of supporting genocide of Palestinians “Biden, support a ceasefire now or don’t count on us in 2024,” text cards following Tlaib’s video message read.
[回复]
绿豆2023-11-05 13:28:58俄乌冲突也好，巴以冲突也好，咱吃瓜群众

美国基本国策围堵中方
现在呢？

美国的取舍：以色列、乌克兰和无法回避的中国问题
European Council on Foreign Relations （欧洲外交关系委员会）：America’s trade-off: Israel, Ukraine, and the inescapable China question
The US too often falls for its own superpower myth and fails to prioritise among its foreign policy commitments – including its present China challenge, which has not gone away[回复]
绿豆2023-11-05 13:37:04美国基本国策围堵中方，战略资源是有限的。
拜登上任，俄乌冲突，美俄交恶
拜登浪费财力精力时间
中方要的就是时间

现在加上巴以冲突
绿豆2023-11-05 13:28:58
俄乌冲突也好，巴以冲突也好，咱吃瓜群众美国基本国策围堵中方现在呢？美国的取舍：以色列、乌克兰和无法回避的中国问题 European Council on Foreign Relations （欧洲外交关系委员会）：America’s trade-off: Israel, Ukraine, and the inescapable China question The US too often falls for its own superpower myth and fails to prioritise among its foreign policy commitments – including its present China challenge, which has not gone away
[回复]
绿豆2023-11-05 13:40:27俄罗斯是农业大国
俄乌冲突，美欧制裁俄罗斯，中国进口俄罗斯农产品，进口多元化，这货mo，对吧！[回复]
绿豆2023-11-05 13:51:40巴以冲突，地中海布满美欧航母军舰，地中海国家希腊出席上海进博会
中石化与卡塔尔签订大订单，天然气

澳大利亚与欧盟自由贸易谈判破裂
澳大利亚总理出席上海进博会[回复]
绿豆2023-11-05 15:11:17言论自由？
美国，在社交媒体说支持巴勒斯坦，被老板开除
政治：‘It Feels Like the New McCarthyism’: How the Israel-Hamas War Is Redefining the Limits of Free Speech
In the age of social media, do employers have the right to fire employees for their political views? Free speech expert Genevieve Lakier says the rules are changing before our eyes.[回复]
绿豆2023-11-05 21:28:56巴菲特旗下伯克希尔-哈撒韦公司披露Q3财报。
巴菲特投资亏损，投资组合中，苹果占了大部分。
AP：Warren Buffett's Firm Reports $12.8 Billion Loss as Investments Fall but Its Insurers Performed Well[回复]
绿豆2023-11-06 00:06:57巴以冲突使拜登陷入真正的政治危险
拜登总统在政治上受到左、右和中间派的多条战线的挤压。如果这场战争持续下去，附带损害也可能包括他的连任。
Daily Beast： Israel-Hamas War Leaves Joe Biden in Real Political Peril
President Biden is being squeezed politically on multiple fronts—left, right, and center. Should this war linger, the collateral damage could also include his second term.
绿豆2023-11-05 13:16:34
巴以冲突，拜登受到左右挤压，明年大选拜登会不会输？特朗普东山再起？
绿豆2023-11-05 11:32:14
给这货mo涨涨见识巴以冲突，美国民主党分裂民主党众议员特莱布，来自摇摆州密歇根州特莱布指责拜登支持对巴勒斯坦人的种族灭绝政治：Tlaib accuses Biden of supporting genocide of Palestinians “Biden, support a ceasefire now or don’t count on us in 2024,” text cards following Tlaib’s video message read.
[回复]
绿豆2023-11-06 00:14:151 摇摆州密歇根州，2020年拜登赢特朗普，密歇根州阿拉伯人
Due to the peculiarities of the electoral college, Michigan is almost a must-win state for Biden. As NBC News noted, “There are an estimated 240,000 Muslims in Michigan, a state Biden won in 2020 by 150,000 votes. Trump won Michigan in 2016 by a little more than 10,700 votes.”
2 民主党基本盘美国年轻人，更不亲以色列
Gen Z and millennials—a key component of the Democratic base—are dramatically less pro-Israel than their older counterparts.
绿豆2023-11-06 00:06:57
巴以冲突使拜登陷入真正的政治危险拜登总统在政治上受到左、右和中间派的多条战线的挤压。如果这场战争持续下去，附带损害也可能包括他的连任。 Daily Beast： Israel-Hamas War Leaves Joe Biden in Real Political Peril President Biden is being squeezed politically on multiple fronts—left, right, and center. Should this war linger, the collateral damage could also include his second term.
绿豆2023-11-05 13:16:34
巴以冲突，拜登受到左右挤压，明年大选拜登会不会输？特朗普东山再起？
绿豆2023-11-05 11:32:14
给这货mo涨涨见识巴以冲突，美国民主党分裂民主党众议员特莱布，来自摇摆州密歇根州特莱布指责拜登支持对巴勒斯坦人的种族灭绝政治：Tlaib accuses Biden of supporting genocide of Palestinians “Biden, support a ceasefire now or don’t count on us in 2024,” text cards following Tlaib’s video message read.
[回复]
绿豆2023-11-06 00:18:00美国大学和主要城市反犹
This difference was on display by virtue of protests, many of them antisemitic, taking place on college campuses and in major cities across America.
绿豆2023-11-06 00:14:15
1 摇摆州密歇根州，2020年拜登赢特朗普，密歇根州阿拉伯人 Due to the peculiarities of the electoral college, Michigan is almost a must-win state for Biden. As NBC News noted, “There are an estimated 240,000 Muslims in Michigan, a state Biden won in 2020 by 150,000 votes. Trump won Michigan in 2016 by a little more than 10,700 votes.” 2 民主党基本盘美国年轻人，更不亲以色列 Gen Z and millennials—a key component of the Democratic base—are dramatically less pro-Israel than their older counterparts.
绿豆2023-11-06 00:06:57
巴以冲突使拜登陷入真正的政治危险拜登总统在政治上受到左、右和中间派的多条战线的挤压。如果这场战争持续下去，附带损害也可能包括他的连任。 Daily Beast： Israel-Hamas War Leaves Joe Biden in Real Political Peril President Biden is being squeezed politically on multiple fronts—left, right, and center. Should this war linger, the collateral damage could also include his second term.
绿豆2023-11-05 13:16:34
巴以冲突，拜登受到左右挤压，明年大选拜登会不会输？特朗普东山再起？
绿豆2023-11-05 11:32:14
给这货mo涨涨见识巴以冲突，美国民主党分裂民主党众议员特莱布，来自摇摆州密歇根州特莱布指责拜登支持对巴勒斯坦人的种族灭绝政治：Tlaib accuses Biden of supporting genocide of Palestinians “Biden, support a ceasefire now or don’t count on us in 2024,” text cards following Tlaib’s video message read.
[回复]
绿豆2023-11-06 02:09:16根据《纽约时报》和锡耶纳学院周日公布的新民意调查数据，特朗普在摇摆州比拜登更有优势
政治：Trump has edge over Biden in key battleground states, polling indicates
The numbers painted a grim picture for the president.
绿豆2023-11-06 00:06:57
巴以冲突使拜登陷入真正的政治危险拜登总统在政治上受到左、右和中间派的多条战线的挤压。如果这场战争持续下去，附带损害也可能包括他的连任。 Daily Beast： Israel-Hamas War Leaves Joe Biden in Real Political Peril President Biden is being squeezed politically on multiple fronts—left, right, and center. Should this war linger, the collateral damage could also include his second term.
绿豆2023-11-05 13:16:34
巴以冲突，拜登受到左右挤压，明年大选拜登会不会输？特朗普东山再起？
绿豆2023-11-05 11:32:14
给这货mo涨涨见识巴以冲突，美国民主党分裂民主党众议员特莱布，来自摇摆州密歇根州特莱布指责拜登支持对巴勒斯坦人的种族灭绝政治：Tlaib accuses Biden of supporting genocide of Palestinians “Biden, support a ceasefire now or don’t count on us in 2024,” text cards following Tlaib’s video message read.
[回复]
绿豆2023-11-06 10:40:09韩国宣布禁止股票卖空交易直到明年6月底
绿豆2023-11-05 00:48:20
哦，参照98年亚洲金融风暴，这货赵国经济大萧条24，对吧！赵国经济大萧条24 2023-11-05 00:19:09明年上半年日本央行就会动手。赵国经济大萧条24 2023-11-05 00:18:08 自从2013年日本开始推行安倍经济学以来，日本已经向海外输出了大约10万亿美元的流动性，其中不少流到了港股市场和购买了中资地产美元债。赵国经济大萧条24 2023-11-05 00:16:06 日银（BOJ）和美联储（FED）互相配合誓要干死对手的泡沫经济！
[回复]
绿豆2023-11-06 10:45:04泽连司机担忧
如果特朗普赢得明年大选，美国可能不支持乌克兰
国会山：Zelensky unsure if Trump would support Ukraine if elected
绿豆2023-11-06 02:09:16
根据《纽约时报》和锡耶纳学院周日公布的新民意调查数据，特朗普在摇摆州比拜登更有优势政治：Trump has edge over Biden in key battleground states, polling indicates The numbers painted a grim picture for the president.
绿豆2023-11-06 00:06:57
巴以冲突使拜登陷入真正的政治危险拜登总统在政治上受到左、右和中间派的多条战线的挤压。如果这场战争持续下去，附带损害也可能包括他的连任。 Daily Beast： Israel-Hamas War Leaves Joe Biden in Real Political Peril President Biden is being squeezed politically on multiple fronts—left, right, and center. Should this war linger, the collateral damage could also include his second term.
绿豆2023-11-05 13:16:34
巴以冲突，拜登受到左右挤压，明年大选拜登会不会输？特朗普东山再起？
绿豆2023-11-05 11:32:14
给这货mo涨涨见识巴以冲突，美国民主党分裂民主党众议员特莱布，来自摇摆州密歇根州特莱布指责拜登支持对巴勒斯坦人的种族灭绝政治：Tlaib accuses Biden of supporting genocide of Palestinians “Biden, support a ceasefire now or don’t count on us in 2024,” text cards following Tlaib’s video message read.
[回复]
绿豆2023-11-06 16:04:49近5个交易日A股涨幅前20只股票
300210 83.65%
603266 61.10%
300291 60.56%
300337 60.23%
300364 48.14%
002889 44.97%
300063 42.86%
002238 40.90%
000628 37.31%
603729 36.67%
002931 36.02%
300042 35.69%
300606 35.47%
300709 35.24%
300269 33.51%
603929 33.15%
600520 32.54%
300299 32.46%
300280 31.32%[回复]
绿豆2023-11-06 16:27:392006年美国支持巴勒斯坦民选产生政府，哈马斯赢了。
当时美国国务卿赖斯说了耐人寻味的话：当然，我已经问过为什么没有人预见到它的到来，我希望我们会认真审视一下，因为这确实说明我们可能对巴勒斯坦人民没有足够的把握[回复]
绿豆2023-11-06 23:02:45近5个交易日A股行业指数（申万）涨跌幅
[回复]
绿豆2023-11-06 23:16:00当初巴菲特8港元买比亚迪
富士康郭台铭还嘲笑。
比亚迪曾是富士康打工仔。[回复]
绿豆2023-11-07 00:15:38商业地产，美国共享办公巨头WeWork将要破产，股价从500多元--》0.84元
软银孙正义投资WeWork
Three months ago, SoftBank revealed in an SEC filing that it had lost a total of $18.6 billion on its investments in WeWork over the years –
[回复]
绿豆2023-11-07 00:16:49Three months ago, SoftBank revealed in an SEC filing that it had lost a total of $18.6 billion on its investments in WeWork over the years – a costly mistake that SoftBank’s founder and CEO Masayoshi Son described as “foolish” and “wrong” during an earnings call in May 2020
绿豆2023-11-07 00:15:38
商业地产，美国共享办公巨头WeWork将要破产，股价从500多元--》0.84元软银孙正义投资WeWork Three months ago, SoftBank revealed in an SEC filing that it had lost a total of $18.6 billion on its investments in WeWork over the years –
[回复]
绿豆2023-11-07 00:27:42继2006年巴勒斯坦选举哈马斯获胜后巴勒斯坦再没有举行过选举
这次巴以冲突前，今年3月民意调查加沙，哈马斯支持率45%高于巴勒斯坦总统阿巴斯32%

据说10个加沙人中有7个不到30岁
绿豆2023-11-06 16:27:39
2006年美国支持巴勒斯坦民选产生政府，哈马斯赢了。当时美国国务卿赖斯说了耐人寻味的话：当然，我已经问过为什么没有人预见到它的到来，我希望我们会认真审视一下，因为这确实说明我们可能对巴勒斯坦人民没有足够的把握
[回复]
绿豆2023-11-07 01:57:19美国各期限国债收益率和美元利率走势
[回复]
绿豆2023-11-07 10:07:56全球网络专利排名前10有6家中国企业
[回复]
绿豆2023-11-07 10:30:01拜登中东战略OVER！

以色列的战略困境
令拜登政府懊恼的是，去年春天由中国斡旋的协议帮助重建了伊朗与海湾逊尼派君主制之间的关系，现在正在帮助建立逊尼派-什叶派对以色列的共同立场。
Israel’s Strategic Dilemma
Much to the chagrin of the Biden administration, the agreement mediated by China last spring, which helped rebuild relations between Iran and the Sunni monarchies of the Gulf, is now helping create a common Sunni-Shiite position vis-à-vis Israel.
绿豆2023-11-05 13:28:58
俄乌冲突也好，巴以冲突也好，咱吃瓜群众美国基本国策围堵中方现在呢？美国的取舍：以色列、乌克兰和无法回避的中国问题 European Council on Foreign Relations （欧洲外交关系委员会）：America’s trade-off: Israel, Ukraine, and the inescapable China question The US too often falls for its own superpower myth and fails to prioritise among its foreign policy commitments – including its present China challenge, which has not gone away
[回复]
绿豆2023-11-07 11:38:11伊朗总统莱西将11月12日到访沙特，出席伊斯兰合作组织针对巴勒斯坦问题的峰会。
绿豆2023-11-07 10:30:01
拜登中东战略OVER！以色列的战略困境令拜登政府懊恼的是，去年春天由中国斡旋的协议帮助重建了伊朗与海湾逊尼派君主制之间的关系，现在正在帮助建立逊尼派-什叶派对以色列的共同立场。 Israel’s Strategic Dilemma Much to the chagrin of the Biden administration, the agreement mediated by China last spring, which helped rebuild relations between Iran and the Sunni monarchies of the Gulf, is now helping create a common Sunni-Shiite position vis-à-vis Israel.
绿豆2023-11-05 13:28:58
俄乌冲突也好，巴以冲突也好，咱吃瓜群众美国基本国策围堵中方现在呢？美国的取舍：以色列、乌克兰和无法回避的中国问题 European Council on Foreign Relations （欧洲外交关系委员会）：America’s trade-off: Israel, Ukraine, and the inescapable China question The US too often falls for its own superpower myth and fails to prioritise among its foreign policy commitments – including its present China challenge, which has not gone away
[回复]
绿豆2023-11-07 13:31:46俄乌冲突，巴以冲突，高通胀高利率
哥伦比亚广播公司民意调查：如果特朗普获胜，更多的选民预计会有更好的财务状况，远离战争
[回复]
绿豆2023-11-07 21:13:19近5个交易日A股涨幅前20只股票
300210 120.34%
603266 61.09%
300337 59.86%
300364 53.58%
002238 50.23%
002931 46.33%
603729 45.11%
002889 39.63%
002313 39.20%
000628 37.32%
300063 36.90%
603089 35.85%
600592 33.16%
600630 33.08%
300480 29.81%
300291 29.68%
300606 29.54%
002692 28.12%
603380 27.57%
300533 27.44%[回复]
绿豆2023-11-08 00:23:08近5个交易日A股行业指数（申万）涨跌幅
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绿豆2023-11-08 00:26:04二战，上海救助犹太人。
空谷幽兰2023-11-07 21:17:19
平心而论，以色列对我们国家一直不错。中东第一个承认我们国家，在我们最困难的时候，也没有参与围堵、孤立我们。所以，这次，我们政府应该也会不偏不倚做个和事佬……
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绿豆2023-11-08 00:40:47美国国务卿布林肯领导不好当

美国外交官在泄露的备忘录中抨击以色列政策
该文件为国务院对乔·拜登总统的中东政策的内部愤怒提供了一个窗口。
政治：美国 diplomats slam Israel policy in leaked memo
The document offers a window into internal fury at the State Department over President Joe Biden’s Middle East policies[回复]
绿豆2023-11-08 01:54:05拜登拉美抗中
1 巴以冲突，玻利维亚与以色列断交，智利哥伦比亚洪都拉斯召回驻以色列大使
国会山：These 8 countries have pulled ambassadors from Israel amid Hamas war

2 为了削减中方对南美影响力，美国举办首届美洲经济繁荣伙伴关系领导人峰会
ABC：The Biden administration pushes for more US-Latin America trade, seeking to lessen Chinese influence
President Joe Biden is trying to increase trade with Latin America
绿豆2023-11-07 10:30:01
拜登中东战略OVER！以色列的战略困境令拜登政府懊恼的是，去年春天由中国斡旋的协议帮助重建了伊朗与海湾逊尼派君主制之间的关系，现在正在帮助建立逊尼派-什叶派对以色列的共同立场。 Israel’s Strategic Dilemma Much to the chagrin of the Biden administration, the agreement mediated by China last spring, which helped rebuild relations between Iran and the Sunni monarchies of the Gulf, is now helping create a common Sunni-Shiite position vis-à-vis Israel.
绿豆2023-11-05 13:28:58
俄乌冲突也好，巴以冲突也好，咱吃瓜群众美国基本国策围堵中方现在呢？美国的取舍：以色列、乌克兰和无法回避的中国问题 European Council on Foreign Relations （欧洲外交关系委员会）：America’s trade-off: Israel, Ukraine, and the inescapable China question The US too often falls for its own superpower myth and fails to prioritise among its foreign policy commitments – including its present China challenge, which has not gone away
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绿豆2023-11-08 02:02:08巴以冲突
美国地方选举开始，拜登为民主党站台，遭抗议声
国会山：5 predictions for Election Day 2023
绿豆2023-11-05 13:16:34
巴以冲突，拜登受到左右挤压，明年大选拜登会不会输？特朗普东山再起？
绿豆2023-11-05 11:32:14
给这货mo涨涨见识巴以冲突，美国民主党分裂民主党众议员特莱布，来自摇摆州密歇根州特莱布指责拜登支持对巴勒斯坦人的种族灭绝政治：Tlaib accuses Biden of supporting genocide of Palestinians “Biden, support a ceasefire now or don’t count on us in 2024,” text cards following Tlaib’s video message read.
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绿豆2023-11-08 02:43:51WeWork申请破产
AP：WeWork Seeks Bankruptcy Protection in Stunning Fall for a Firm Once Valued at Close to $50 Billion
绿豆2023-11-07 00:15:38
商业地产，美国共享办公巨头WeWork将要破产，股价从500多元--》0.84元软银孙正义投资WeWork Three months ago, SoftBank revealed in an SEC filing that it had lost a total of $18.6 billion on its investments in WeWork over the years –
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绿豆2023-11-08 02:48:46市场对美元利率路径的预测
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绿豆2023-11-08 11:04:10拜登削减预算开支吧！

美国众议长约翰逊说：“对我们国家安全的最大威胁是我们的国债。”
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绿豆2023-11-08 11:18:5111月以来，涨幅最大行业传媒，涨停票票从底部启动
绿豆2023-11-08 00:23:08
近5个交易日A股行业指数（申万）涨跌幅
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绿豆2023-11-08 13:02:20好多上市公司回购股票

Q3财报亮点现金流
绿豆2023-11-08 00:23:08
近5个交易日A股行业指数（申万）涨跌幅
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绿豆2023-11-08 15:50:52近5个交易日A股涨幅前20只股票
300364 93.21%
300210 77.88%
300063 75.15%
002238 64.19%
603729 61.87%
603266 57.68%
603037 47.46%
600592 47.28%
603003 44.79%
002931 44.36%
002712 40.37%
300291 40.32%
300337 40.13%
300042 39.91%
603158 39.64%
601595 36.83%
300494 36.60%
300507 36.50%
603533 34.92%
300608 34.28%[回复]
绿豆2023-11-08 15:55:23A股医药行业已经反转了！
武林2023-11-08 15:03:57
截至今日，这一波基本面支持的反弹行情，还是过五关斩六将的恒生医疗/保健......
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绿豆2023-11-08 15:59:08拜登中东政策OVER！
经济通版主2023-11-08 15:25:53
假如白宫继续靠武力压制中东，推进以色列单边利益，显然会促使伊斯兰世界在政治、军事上更为靠近中国，以巩固自身安全…… https://column.etnetchina.com.cn/column-list-EtnetcolB388/107978.htm
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绿豆2023-11-08 16:20:30花絮

今天A股上市公司名称中带有凤凰，涨停
凤凰股份，凤凰航运，凤凰传媒，上海凤凰，凤凰光学[回复]
绿豆2023-11-08 16:38:58香港举行的全球金融领袖投资峰会
高盛摩根士丹利等投行CEO和对冲基金大佬桥水城堡等投资官创始人出席
国会山：Bankers sound alarm on more inflation, new financial crisis at Hong Kong summit
As more than 300 banking and investment executives gathered in Hong Kong to discuss “living with complexity” in the financial world, they ended up trading trepidations about an uncertain future.[回复]
绿豆2023-11-08 16:56:58咱估计陶博也出席投资峰会。
绿豆2023-11-08 16:38:58
香港举行的全球金融领袖投资峰会高盛摩根士丹利等投行CEO和对冲基金大佬桥水城堡等投资官创始人出席国会山：Bankers sound alarm on more inflation, new financial crisis at Hong Kong summit As more than 300 banking and investment executives gathered in Hong Kong to discuss “living with complexity” in the financial world, they ended up trading trepidations about an uncertain future.
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