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《缸邊隨筆-石鏡泉》為何個市跌? - 經濟通 ET Net

《缸邊隨筆-石鏡泉》為何個市跌?   2﹒銀行股表現不濟。 Stanley,績好都俾人沽,反映美股市場不看好美銀行下半年行情。點解呢?下半年經濟 可能不好囉。 續下。 易睇噃。 ;只有業績超預期才可升。持股只得三分一機會贏,不如去賭大細啦! 見跌方增加。 樹,但無講到個森林。 看PPI(生產物價指數),製造成本高了,零售消費物價必貴,故美儲局成日講消費物價,是 誤導大眾。美儲局不敢講PPI,是因為自2021年初以來的PPI增幅,如將之年率化,將 是32%!!!32%呀!不是3﹒2%,這是自70年以來,即是50年來的最大增速!   各位以為華爾街大戶、對冲基金經理,也會否看到?肯定會,他們會怎諗?   歷史告訴我們(起碼費利文經濟學派認為)通脹是貨幣多發現象,由貨幣多

石鏡泉 缸邊隨筆 - 港股評論 股市預測 - 經濟通 ET Net

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