詹姆士看天下 2016/08/22

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Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.2016/08/22

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

: Bloomberg 2016/8/19

(%)3.224.076.88%%4.55

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

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Bloomberg1bp=0.01% :2016/8/19(%)(bp)(bp)(bp)4.044173982976.785465153354.513373192773.17199184184

()()()()()

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

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MSCIMSCI

(%)FOMC


: Bloomberg 2016/8/19(%)

1.578%$1.1325$48.52100.22-0.032%$1341.2694.511-0.078%


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: Bloomberg 2016/8/19 ==225= (%)


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(1.9%)

(-4.0%)IMF


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Bloomberg

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#WFII

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()Bloomberg : 2016/8/19()

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

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()Bloomberg : 2016/8/19()


08/22 Marlit 8 55.155.308/23 7 57.959.2Markit 8 53.153.2Markit 8 -7.7-7.9 8 49.349.37.5%7.5%08/24 8 0.46%0.54%08/25Markit 8 51.851.4 7 3.5%-3.9%08/26 8 90.890.4GDP Q2 1.1%1.2%GDP Q2 0.6%0.6% 7 CPI-0.4%-0.4%

: Bloomberg7

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

FOMCVIX12.22014PMIFOMC177910009/21OPEC504740036392628IEF73


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400026.21100020156

FOMCFED

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#320162-0.5%0.4%319791-420150.4%20132

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771.4%0.1%

Q21.6%0.3%


14

164

GDP0.20.7%2

7 18 7 14% 6 7.4% 13.7% 7 24.7% 6 18.8% 20% 2009


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41748

16Tu-22M3Sukhoi-34IS


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7 121.0118.0118.9 7 CPI0.0% 0.0% 0.2% 7 0.7%0.2%0.6% 7 121.1118118.6 7 CPI0.0%0.0%0.2% 7 -0.1%0.5%0.2% 7 CPI-0.6%-0.5%0.2% 7 CPI-0.1%-0.1%0.2% 7 PPI0.3%0.2%0.3%

: Bloomberg


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Q2 GDP0.2%0.7%1.9% 6 2.3%--1.9% 7 ()513527326928 7 3.55%2.84%1.62%75.25%5.13%5.25% Q2 GDP3.5%3.3%3.2% 7 5.3%5.4%5.4%

: Bloomberg


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(%)MSCI1731.85-0.24 1.46 5.61 11.16 4.15 4.90 2183.87-0.01 0.41 6.41 12.25 6.85 10.81 1236.770.57 1.97 11.19 21.05 8.88 6.91 340.14-1.72 -0.06 0.63 2.51 -7.02 -5.85 244.66-1.59 1.66 -0.83 3.74 -6.48 -2.40 22516545.82-2.21 -0.49 -1.14 2.70 -13.07 -14.87 4293.220.28 2.02 -1.13 3.46 -9.23 -10.91 3108.101.88 3.16 10.00 6.18 -12.18 -11.39 MSCI910.340.03 4.72 15.93 21.47 14.63 12.06 MSCI444.600.16 4.70 15.74 18.93 10.16 11.99 MSCI275.070.04 4.32 3.60 15.02 12.54 4.63 MSCI2484.21-0.75 3.85 19.46 36.54 35.76 22.01 MSCI251.480.10 5.56 14.22 21.38 19.63 5.76 Bloomberg128.32-0.33 -0.07 2.00 1.92 4.95 4.39 Bloomberg139.24-0.20 0.35 2.79 4.89 5.76 5.48 Bloomberg147.99-0.05 0.50 4.03 8.61 9.12 8.46 Bloomberg158.290.68 2.19 5.99 16.02 13.45 8.65 Bloomberg165.570.53 1.74 6.66 17.53 14.49 9.50 Bloomberg170.070.12 1.59 3.47 8.79 6.73 5.03 ETF46.19-0.32 2.01 7.05 14.84 6.72 4.34 Bloomberg159.990.31 1.80 6.88 13.37 13.98 11.92 Bloomberg130.68-0.05 2.45 4.68 7.43 7.25 7.87 Bloomberg170.470.14 2.08 6.99 11.89 14.94 13.81

Bloomberg 2016/8/19


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(%)()MSCI205.651.61 0.74 5.81 18.12 15.31 8.64 MSCI216.541.04 4.86 10.33 22.10 17.26 10.12 MSCI92.65-0.32 2.15 1.87 9.13 -4.50 -6.26 MSCI195.59-0.56 2.18 5.17 8.98 1.02 3.67 MSCI224.04-0.40 0.18 4.87 7.79 7.50 12.51 MSCI209.640.30 2.92 6.92 13.19 9.30 10.87 MSCI157.580.14 3.48 10.89 15.62 7.65 17.15 MSCI72.47-2.42 -1.28 2.61 5.35 6.68 4.18 MSCI120.51-1.56 -4.00 -4.00 5.36 7.92 3.89 MSCI209.38-1.04 -1.17 5.41 8.86 -0.39 -1.51 NBI3036.00-0.81 3.35 9.84 10.02 -14.25 -14.80 AMEX268.53-3.62 3.65 24.04 67.63 141.53 111.92 REITsFTSE16605.49-1.89 -3.55 8.71 19.25 13.34 18.55 REITsFTSE2020.31-1.70 -3.16 9.41 18.30 12.90 18.27 REITsFTSE1349.43-1.32 0.28 -5.05 2.41 -7.19 -8.79 REITsFTSE1872.46-0.21 1.88 11.02 18.26 26.69 33.04 (/)1341.260.40 1.21 6.90 10.75 26.11 15.29 (/)19.31-2.05 -3.05 16.17 25.35 37.44 28.89 (/)4798.000.78 -3.73 4.76 3.83 1.98 -3.94 (/)50.888.32 10.53 3.65 45.58 35.46 11.09 (/)48.529.06 9.30 1.15 53.43 30.40 19.41 CRB188.783.34 3.21 2.48 16.07 7.17 -1.34 846.980.97 -0.49 -1.10 5.98 2.79 -0.72



(%)1.13251.46 3.02 0.78 2.52 4.11 -2.68 100.221.07 5.56 8.65 12.31 19.57 17.77 1.30751.20 -0.34 -9.80 -7.67 -11.35 -17.19 0.96051.43 2.76 3.01 4.07 4.32 -3.15 1.28710.62 1.88 2.00 6.37 7.40 3.12 0.7627-0.33 2.05 5.41 5.37 4.52 6.41 1117.51-1.30 1.63 6.65 10.46 5.15 6.09 31.6660-0.74 1.15 3.49 5.00 3.78 2.80 6.6532-0.26 0.65 -1.56 -1.97 -2.40 -3.87 13163.00-0.34 -0.56 3.05 2.63 4.75 5.17 67.0612-0.26 0.07 0.46 2.10 -1.35 -2.67 34.64000.39 0.93 2.94 3.17 3.97 2.91 1.3467-0.12 0.80 2.24 3.84 5.25 4.66 4.01570.29 -0.11 1.65 4.79 6.94 2.24 46.42300.44 1.06 0.81 2.50 1.04 -0.24 13.5163-0.30 6.10 16.71 12.80 14.83 -1.77 2.92920.99 4.63 2.21 0.22 -0.45 0.41 63.89751.33 0.86 4.48 17.01 12.88 10.34 3.80630.56 4.29 3.87 3.65 2.88 -3.90 274.031.28 4.09 3.13 1.48 5.84 -1.86 3.94501.25 2.61 1.71 2.51 5.21 -3.45 3.2050-0.40 1.40 11.22 25.49 23.58 8.97 18.22000.22 1.66 1.50 -0.90 -5.68 -5.71 14.9241-1.75 0.56 -5.54 0.96 -13.35 -38.03



(%) () (bp)30 2.28695.62.0-35.5-31.8-72.9-52.8101.57816.52.6-27.1-16.7-69.1-54.8-0.07802.414.1-1.3-9.1-34.3-45.4-0.03207.6-0.2-20.2-23.4-66.1-65.10.18707.4-1.7-31.8-37.8-80.1-78.11.13409.2-10.1-36.0-43.0-46.2-67.10.95502.7-23.3-63.8-75.0-81.6-103.43.009030.7-7.6-8.3-42.949.352.32.67005.5-24.7-36.7-28.0-27.3-7.59.850023.0-4.0-44.0-107.0-89.0-41.08.2698-4.6-23.5-74.8-172.0-128.4-285.02.7800-1.0-5.0-65.0-57.0-55.0-71.08.47303.3-34.7-98.8-70.5-132.216.611.7880-9.0-10.6-88.7-413.3-472.4-194.75.8380-1.1-13.9-27.5-29.2-43.9-20.21.42502.70.5-40.2-39.1-66.0-88.26.85005.3-20.4-101.7-125.9-189.5-177.8*7.14304.0-13.7-32.8-59.6-61.8-59.82.06802.713.6-1.55.5-43.2-58.4

: Bloomberg 2016/8/19 *


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

Bloomberg() 2016/8/19%

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 2016/08/22

Economy & Finance