加央行行长:加经济过热,六一很可能再加息两码 (0.5%);如果需要的话, 加息目标需要超过设定目标中性利率2-3%但不会高于7% 或8% (所以目标利率可能达到6%, 到那时,房贷利率有可能过10%)

GDP-1.4%,但很多大公司的季报都非常好,股价大涨,这些数据怎么解释呢?
 

Ford Loses $3.1 Billion In The First Quarter Of 2022​

颤抖吧,房奴们 :monster:
 

汽车零售价格飞涨,对车厂是好事。

但他们也同样面临供应链断裂,和上游涨价通胀危险,

看2者之间此消彼长的关系。

但现在看来,消费者这边提升有限。
 
哎不要搞笑了好无?
福特的是公司经营亏损,不是股市估值的损失
The manufacturer posts a $34.5 billion revenue, though the brand lost $3.1 billion mainly due to the valuation of its investment in Rivian, which saw Ford losing $5.4 billion.

福特亏损也是股票市值亏损,福特亏了3.1B, 但是投资rivian亏了5.4B, 实际经营是赚钱的。

上季amazon大赚也是因为投资 rivian赚钱,本季有amazon股票的注意了,可能amazon 也利润大跌,股票要大跌。
 
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The manufacturer posts a $34.5 billion revenue, though the brand lost $3.1 billion mainly due to the valuation of its investment in Rivian, which saw Ford losing $5.4 billion.

福特亏损也是股票市值亏损,福特亏了3.1B, 但是投资rivian亏了5.4B, 实际经营是赚钱的。

上季amazon大赚也是因为投资赚钱,本季有amazon股票的注意了,可能amazon 也利润大跌,股票要大跌。

今天盘后会有大动静。
 
US 2008 房事破灭 on 6%
Even 4% will make it burst hard. People are loaded with debt. Lots of landlord are loaded with over two millions debt. So even 1% increase will need 20K, that's a lot of cash.
 
房贷利率10%太好了,那时土豆欠的国债利率是多少?
Raise tax to pay for interests. No snow plowing. LOL.
In 1990s, government spend 40cents on interest with every tax dollar.
And in 1990s, Toronto house market crashed hard.
 
这也够吓人的。

疫情前利率是1.75%,现在利率是1%,即使涨0.5,也还不到疫情前利率,为何会吓人?有位美国网友说,上世纪80年初美国通胀率和现在差不多,政府债务低,美联储毫不犹豫用涨利率打压通胀,一路涨到20%才将通胀击垮。加拿大财政政策基本追随美国。

现在政府债务太高,央行没法涨太多利率,只能靠心理战术打压通胀。
 
GDP-1.4%,但很多大公司的季报都非常好,股价大涨,这些数据怎么解释呢?

当年温家宝几万亿基建已经说了,鸡的屁都是放水占大部分,就是说投资扩张鸡的屁上涨,收缩当然要跌,不过美国这个前一阵注水太多,一旦停止注水,即使没有收缩,也要下降,公司很多数据都是以前的和通胀的
  • Declines in fixed investment, defense spending and the record trade imbalance weighed on growth.

A deceleration in private inventory investment weighed on growth after helping propel GDP in the back half of 2021. Other restraints came from exports and government spending across state, federal and local governments, as well as rising imports.

An 8.5% pullback in defense spending was a particular drag, knocking one-third of a percentage point off the final GDP reading.

But consumer spending, which accounts for about two-thirds of the economy, held up fairly well for the quarter, rising 2.7% as inflation kept pressure on prices. However, a burgeoning trade deficit helped shave 3.2 percentage points off growth as imports outweighed exports.

另外还说了“A deceleration in private inventory investment weighed on growth after helping propel GDP in the back half of 2021.“。 意思是上季鸡的屁上涨是因为卖仓库里的东西注水的,现在仓库没货了,当然下降。是不是企业仓库没货了,下季收入降低?
 
通膨6.7%了,不加息能行吗?至于房贷,车都上了,慢慢买票吧。

至于房价,大灾之年,所有人都在地上趴着,你把房价炒上天,政府不拿你开刀才怪 ......
 
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