柏瑞週報20160829
TRANSCRIPT
PowerPoint Presentation
PineBridge Investments, Taiwan29 Aug 2016
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8ISM8PMI
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2
2
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Bloomberg2016/08/19% - FED
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44
Bloomberg2016/08/19% -
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55
Bloomberg 2016/08/19JPJACI%
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66
Bloomberg2016/08/19% OPEC
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77
MOVEVIXBloomberg2016/08/26 FED10VIX5 bps1.63%7.00%VIX20.02%13.610.69%(Bloomberg2016/08/26)
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88
.
. FEDFEDJackson HoleFED
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.Bloomberg2016/08()(6/23)78
00
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1510
.Bloomberg2016/082017PMI
5050
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1511
.FEDBloomberg2016/08/26FED2FED-Jackson HoleFED-9FED
18% 42%20% 47%36% 65%
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1512
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82442662119824640.38 - 2016/08/24
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1414*FLOW FOLLOW RETURN SO RETAIL REACTED ///// not interest rate risk, flow still fly to IG1, RUSSIA 2. Q2 Profit taking
Global recovery b. low default risk c. low yield envirnoment
mutual fund ETF
2016/08/24-
8244.10.2%3.50.1%8249.10.3%
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1515*FLOW FOLLOW RETURN SO RETAIL REACTED ///// not interest rate risk, flow still fly to IG1, RUSSIA 2. Q2 Profit taking
Global recovery b. low default risk c. low yield envirnoment
mutual fund ETF
PineBridge Investments IP Holding Company Limited()
10101310414410 (02)2516-7883407386128(04)2217-81688026171(A5) (07)335-5898 TR105123
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()Rule 144A
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