Mr Gray의 팜

매주말마다 읽고 번역하는 양놈 리서치 자료가 있는데 재밌어서 일부 공개합니다. 

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3-1. 점점 증시가 이런 것들에는 둔감해지고 있음 

       - "US and China trade talks moving forward"

       - "China growth comes in ahead of expectations" 

       - "China adopts stimulus to bolster growth" 

       - "ECB and Fed officials express concern about disinflation trends 
           (but avoid prescribing specific policy responses)”

 3-2. 증시는 이런 것들을 보고 싶어함. 

       - “US and China strike trade deal that immediately removes all tariffs”

       - “European growth starts to show sustained signs of improvement following several quarters of sluggish growth” 

       -  “Biden formally enters the race and polls well vs. Sanders” 

       -  “Trump rules out the imposition of auto tariffs”

       -  “In the interest of avoiding economic disruptions ahead of an election year, the White House works aggressively w/Congress to resolve the upcoming budget and debt ceiling deadlines” 

       -  “Fed officials consider incremental policy actions to address inflation shortfall despite ongoing US growth strength” 

       -  “ECB rolls out generous TLTRO terms and officials firmly open the door to balance sheet options if nominal growth continues to struggle”

       -  “Weidmann ruled out as a replacement for Draghi” 

       -  “S&P 500 EPS estimate cuts come to an end and the ’20 consensus creeps up a few dollars”

       

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