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枫下茶话
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工商经济
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The Black Swan started in August in China, the Real Estate Selloff started in America in September, and the Bond Market Crash started in October, Equities will be the last to Fall
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2023-10-22
{601}
(#15729953@0)
In US, real estate accounts for 15% of GDP. In China, it's 30%, and is regarded as dangerous. Wait... in Canada it's 40% of GDP!
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2023-10-22
{520}
(#15730153@0)
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与时俱进,拥抱趋势。Marc Benioff, Salesforce's CEO, said at Dreamforce, The world is moving into "the Indian era" and the country presents exciting opportunities. 美国在这方面毫无意外的领先了,加拿大正在追赶。
直接上来就降50点,和我在美国经济的体感一致,证实了美国经济有多糟糕。
FED这么个降息法,大家好自为之吧。
降息50点!
FED 今天降息后,估计市场没啥反应,这种大家期待已久的降息,对美国市场本身影响很少。反倒是加拿大的通胀到2%,杀伤性比较大。
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