weiqi 发表于 2012-10-3 21:48:23

10年的时间才能使全球经济走出危机

国际货币基金组织(IMF)首席经济学家布兰查德(Olivier Blanchard)周三(10月3日)表示,我们至少要10年的时间才能使全球经济走出2008年的金融危机阴霾。
  
  布兰查德称,为解决欧洲问题,德国将不得不接受更高的通胀率以及其实质购买力增强。不过即便当前焦点在欧洲问题,但其称美国也有必须解决的财政问题。
  
  布兰查德称,"这还算不上是失落的十年。但肯定从危机开始算起,至少10年全球经济才能回到此前令人满意的状态。"
  
  他补充表示,"日本面临极其困难的财政调整,需要数十年解决。中国有可能会应对资产泡沫,但经济成长速度低于以前,不过我们预计该国经济不会硬着陆。"
  
  布兰查德表示,欧元区调整或使南欧债务负担沉重的国家物价下滑,而核心国家物价则上扬。
  
  欧洲央行(ECB)为了能达到2%的通胀率目标,核心国家必须有高于2%的通胀率,而通胀是德国强烈抵触的。
  
  布兰查德称,"德国通胀率上涨,应被视为必要且渴求的相对价格调整。鉴于整体需求状况,以及欧洲央行确保物价稳定的严正职责,这不是超级通货膨胀的序幕。"
  
  对于债务危机,布兰查德称减债不可避免,但做法不应损害经济成长,而是走在"狭窄的中间小路上"。
  
  他称,"当局行动太慢,市场认为你认真,行动太快,会扼杀经济。对于某个国家而言,必须要找到合适的整固路线。"
  
  他表示,以通胀为目标有严重的限制,且仅是用主要政策利率还不够。他称,"经济体可以通胀稳定且在低位,但背后产出的组成却是不对的,且金融体系积累风险。思考未来货币政策的思路是,央行实际上有两套工具。"
( From: http://www.fx168.com/fx168html/20121003/20121003195233080.htm )

游客 发表于 2012-10-3 23:01:10

至少十年,到2020年就好了。但愿我们能顺利干到六十退休。

游客 发表于 2012-10-4 11:52:33

可否请教 weiqi 和168上的高手们,如何看这则 news:

Baidu.com (BIDU) Showing Bearish Technicals With Resistance At $114.33

1 days 4 hours 21 minutes ago - FreshBrewedMedia via Comtex

Baidu.com Inc (NASDAQ: BIDU) closed Tuesday's trading session at $112.34. In the past year, the stock has hit a 52-week low of $99.71 and 52-week high of $154.15. Baidu.com (BIDU) stock has been showing support around $109.89 and resistance in the $114.33 range. Technical indicators for the stock are Bearish and S&P gives Baidu.com (BIDU) a very positive 5 STARS (out of 5) strong buy rating. For a hedged play on Baidu.com (BIDU), look at the Dec '12 $110.00 covered call for a net debit in the $102.49 area. That is also the break-even stock price for this trade. This covered call has a duration of 80 days, provides 8.77% downside protection and an assigned return rate of 7.33% for an annualized return rate of 33.43% (for comparison purposes only). A lower-cost hedged play for Baidu.com (BIDU) would use a longer term call option in place of the covered call stock purchase. To use this strategy look at going long the Baidu.com (BIDU) Jan '14 $55.00 call and selling the Dec '12 $110.00 call for a total debit of $51.05. The trade has a lifespan of 80 days and would provide 5.60% downside protection and an assigned return rate of 7.74% for an annualized return rate of 35% (for comparison purposes only). Baidu.com (BIDU) has a current trailing average dividend yield of 0%.
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