詹姆士看天下 2016/08/08

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Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.2016/08/08

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

: Bloomberg 2016/8/5

3.274.167.03%%4.65

(%)

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#IND>IND>12)HE00H0A0DXEM(20160411)ADOL

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Bloomberg1bp=0.01% :2016/8/5(%)(bp)(bp)(bp)4.164304172977.035695463354.653503372773.27209199199

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Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#IND>18)>>14)16)OASHE00H0A0DXEM(20160411)ADOLLDMP

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: Bloomberg 2016/8/5S&P500NasdaqMSCIMSCI

(%)



(%)

1.589$1.1086$41.8101.82-0.067$1335.696.19-0.093


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: Bloomberg 2016/8/5 ==225= (%)


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(3.9%)5.18%2013155400

(-3.8%)8Dream house investment


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Bloomberg

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#WFII

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()Bloomberg : 2016/8/5()

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#BLP WEEKLY REPORT :>

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()Bloomberg : 2016/8/5()

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#08/08 7 1.11.8 7 -3.5%-4.8% 7 -7.0%-8.4%08/09 7 CPI 1.8%1.9%6.5%6.5% 6 0.1%-0.5%08/10 6 3.4%-1.4% 7 PPI -4.0%-4.2%08/111.25%1.25%08/12 8 91.590.0 7 0.4%0.6% Q2 GDP 1.6%1.6% 7 10.5%10.6% 7 6.2%6.2%

: Bloomberg7

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#CDR2) >>GALAXY 11

10.25%QE2


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7725.58914244.9%0.3%0.162.8%


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7001001000(TFS)

5151291230


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28.113.5(1) 3.4(2) 6.2(3) 1.3(4) 2.720113GSTGST762%20142025020.25%1.5%

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#http://wealth.businessweekly.com.tw/GArticle.aspx?id=ARTL00006590815

2100

CNE14020CNE400


7ISMPMI52.653.053.260.2%0.3%0.2%60.4%0.3%0.4%6PCE1.6%1.6%1.6%7ISMPMI55.556.056.57ADP17.916.517.27 25.518.029.274.9%4.9%4.9%7MarkitPMI52.051.951.97MarkitPMI52.952.752.77MarkitPMI53.252.952.90.25%0.25%0.5%7MarkitPMI()48.249.149.1

: Bloomberg


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7PMI50.648.848.67PMI49.950.050.07PMI51.7--52.77PMI51.9--50.31.50%1.50%1.75%7PMI49.3--49.0CPI7.2%7.4%7.5%7MarkitPMI49.551.051.5CPI8.79%8.16%7.64%7Markit/ISOPMI47.648.047.47MarkitPMI46.0--43.2

: Bloomberg


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(%)MSCI1716.65-0.30 3.27 4.47 14.55 3.24 -1.76 2182.870.43 2.49 6.11 17.77 6.80 5.07 1231.300.93 4.58 10.46 27.02 8.40 2.02 341.38-0.15 4.29 2.93 8.60 -6.68 -14.03 243.820.08 6.77 1.05 11.01 -6.80 -9.95 22516254.45-1.90 7.60 0.92 -4.41 -14.60 -21.57 4162.95-2.26 2.34 -2.64 -4.81 -11.99 -17.54 2976.70-0.09 -0.38 2.18 7.72 -15.89 -20.50 MSCI885.521.38 6.84 9.96 20.62 11.51 0.05 MSCI433.001.63 6.96 10.23 16.72 7.28 -0.19 MSCI267.781.15 1.44 -1.47 18.38 9.56 -4.24 MSCI2421.671.27 7.18 12.24 39.80 32.35 9.64 MSCI242.920.39 6.03 7.29 23.98 15.56 -5.42 Bloomberg128.31-0.64 -1.02 1.46 2.36 4.94 5.24 Bloomberg139.19-0.12 0.89 2.41 4.94 5.72 5.84 Bloomberg146.94-0.78 -0.30 2.47 8.04 8.34 8.06 Bloomberg155.690.20 2.34 4.03 13.43 11.59 5.85 Bloomberg163.230.37 2.42 5.27 15.32 12.87 6.38 Bloomberg168.910.31 2.01 2.54 7.49 6.00 3.88 ETF45.640.00 3.94 6.64 13.90 5.45 -0.83 Bloomberg157.860.24 0.97 5.22 12.28 12.46 9.60 Bloomberg129.460.48 2.11 2.16 6.40 6.25 4.78 Bloomberg169.030.02 1.60 6.02 11.59 13.97 12.55

Bloomberg 2016/8/5


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(%)()MSCI198.76-0.48 -1.93 2.53 18.45 11.45 -2.31 MSCI210.68-0.18 5.39 5.90 24.56 14.08 0.50 MSCI91.770.05 5.85 1.26 11.57 -5.41 -12.67 MSCI193.47-0.45 4.17 2.55 13.79 -0.08 -3.54 MSCI221.61-0.85 -1.23 2.46 8.86 6.34 5.40 MSCI204.68-0.65 3.24 3.59 15.06 6.71 2.90 MSCI156.441.10 7.67 11.56 21.75 6.87 8.81 MSCI73.21-0.91 0.60 2.98 8.30 7.77 2.18 MSCI121.98-2.63 -1.73 -1.73 6.95 9.23 3.97 MSCI212.64-0.63 2.00 7.68 15.23 1.16 -4.85 NBI3111.502.74 9.73 16.38 19.97 -12.12 -19.40 AMEX274.480.06 1.08 21.37 80.22 146.88 155.61 REITsFTSE16961.16-1.97 0.58 6.87 26.59 15.77 19.95 REITsFTSE2058.61-2.12 0.98 6.65 24.85 15.04 19.70 REITsFTSE1372.91-0.17 8.68 -2.08 6.69 -5.57 -11.08 REITsFTSE1864.68-1.35 1.10 7.97 21.78 26.16 28.26 (/)1335.55-1.14 -2.41 3.54 12.13 25.63 21.89 (/)19.71-3.08 -3.05 15.42 28.37 41.94 28.91 (/)4789.00-2.76 -0.58 0.08 3.43 1.79 -7.51 (/)44.274.26 -5.11 -2.20 34.95 19.02 -8.72 (/)41.800.48 -7.62 -6.07 41.29 13.26 -4.38 CRB181.800.43 -2.87 1.05 13.21 3.21 -8.33 844.580.30 -1.30 -0.08 5.02 2.50 -2.59



(%)1.1086-0.79 0.33 -2.59 -0.94 2.08 0.63 101.820.24 -1.52 6.10 13.48 17.76 22.08 1.3073-1.19 0.95 -9.23 -9.40 -11.26 -16.13 0.9807-1.16 0.29 -0.95 0.66 2.20 0.33 1.3172-1.09 -1.04 -1.66 5.66 4.99 -1.37 0.76190.30 0.59 4.07 7.44 4.50 2.71 1110.670.85 4.02 4.83 7.82 5.80 5.66 31.49101.45 2.48 2.81 5.37 4.35 0.63 6.6603-0.38 0.39 -2.25 -1.29 -2.50 -6.77 13117.00-0.04 0.66 1.72 3.87 5.12 3.03 66.77620.33 1.02 -0.33 1.31 -0.93 -4.52 35.0800-0.87 0.41 0.60 1.38 2.84 0.15 1.3469-0.54 -0.11 1.80 4.24 5.26 2.53 4.02950.90 -0.14 -0.54 3.08 6.57 -3.77 46.91000.51 0.34 0.74 1.63 -0.01 -2.47 13.72701.09 5.95 10.54 17.56 12.73 -7.78 2.9987-0.33 -3.47 -1.72 -1.65 -2.64 -7.24 65.46890.72 -4.32 -0.32 16.83 8.65 -5.69 3.85921.02 3.38 0.82 2.92 1.59 -1.30 279.95-0.45 1.50 -0.93 -0.76 3.73 0.93 4.0222-0.77 1.43 -2.01 -0.45 3.49 -0.47 3.16552.57 4.35 11.66 23.33 25.12 10.11 18.7542-0.01 -1.36 -2.97 -0.47 -8.27 -13.86 14.80011.37 0.50 -3.78 -2.93 -12.63 -37.80



(%) () (bp)30 2.314013.116.0-28.9-35.4-70.2-63.0101.588513.521.4-15.7-24.7-68.1-68.1-0.09309.715.43.1-12.0-35.8-49.4-0.06705.211.8-22.8-36.3-69.6-82.10.15505.22.3-37.8-47.8-83.3-90.91.1370-3.2-12.5-35.8-41.8-45.9-77.91.0150-0.4-17.5-57.0-62.7-75.6-105.62.8720-6.2-14.8-39.9-26.035.636.82.7610-11.5-8.7-36.0-36.0-18.2-28.29.900023.081.09.0-73.0-84.024.08.3729-5.50.3-57.3-180.6-118.1-240.42.90009.0-8.0-37.0-52.0-43.0-76.08.5840-6.4-24.2-59.7-61.1-121.131.911.7510-5.7-39.4-80.3-446.0-476.1-158.75.97403.34.14.8-10.1-30.3-12.71.39201.0-3.0-38.2-48.8-69.3-102.96.8570-7.8-51.9-92.5-116.7-188.8-166.1*7.17100.4-21.9-26.4-65.0-59.0-66.61.9920-6.58.321.2-27.4-50.8-77.4

: Bloomberg 2016/8/5 *


91.43103.6961.38

20082014-26.69% -5.61%-36.09% -7.28%-20.81% ---18.82%-5.58%-21.11% -12.76%-9.52% -5.56%

Bloomberg() 2016/6/30%54.9654.52104.74

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#G 640423

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.


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詹姆士看天下 2016/08/08

Economy & Finance