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5月,美国经济数据表现疲弱,以希腊为主的欧洲主权债务问题再度恶化,使得整个市场对于全球经济复苏前景的担忧加剧。与此同时,新兴经济体收紧货币政策基调未变,在美国QE2即将到期之前市场不断调整预期,风险偏好呈现锯齿形震荡,大宗商品和股票市场等风险资产暴跌后逐步走稳,美元强力反弹后再度走低。展望6月,笔者认为:(1)全球经济增长放缓的趋势会进一步得到确认,继续
In May, weak economic data in the United States and the worsening of the sovereign debt problem in Europe, dominated by Greece, exacerbated the worries over the prospect of global economic recovery in the entire market. In the meantime, emerging economies tightened their monetary policy tone unchanged before the expiry of QE2 in the United States. The market continuously adjusted its expectations. The risk appetite showed a jagged shock. The risk assets like commodities and stock markets gradually stabilized after the plunge, and the dollar was strong Rebound after falling again. Looking forward to June, I believe: (1) the trend of global economic slowdown will be further confirmed, continue