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April 2008
Stock photography, footage, rights: Corbis ReadyCam
Take a break from your computer! Download, print and build your own pinhole camera, designed exclusively with Corbis images and illustrations.
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投資博客 » 陶冬的博客 » 美元先跌后升 粮价一路上涨――2008年展望兼每周全球市场焦点(1月2日)b
次贷危机为金融市场以及全球经济带来了近年罕见的冲击。资金市场资金断流,银行业内伤严重,美国经济更面临衰退威胁。加上高企的石油价格、重新抬头的通货膨胀,世界经济在动荡和不安中踏进2008年。
笔者认为,今年全球金融市场将围绕着两条主线展开:信贷环境和美国消费。次贷危机导致金融机构大面积亏损,贷款意欲低下。央行的减息和注资行动,暂时舒缓了资金断流情况,但是这个市场炸弹仍未拆除,随时可能再次对市场造成冲击。美国经济不景、房地产萧条,联储势必连续减息,带动美元弱势。但是美国经济的关键是消费,而消费走势取决于就业市场和信贷复苏。笔者倾向于相信美国经济的调整不会持续很久,但最坏时间尚未到来。
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