星期五涨是应为大量海外资金回归美国

看到 CNBC 上说，

2014 YTD in the US about $25B is moved out from equity market.
Some of the money is  moved to bond. That caused 
10 year bond yield has gone down from about 3% to 2.65%.

Also Whole 2013 13B money came back to US from other countries. 
2014 YTD(in less than 1.5 month) already $18B came back to US. 

Large part of the money stays side line. It doesn't make sense to 
further chase bond market. So, someone is buying on the 
bad job report data 

所有跟帖： 

• 回复：星期五涨是应为大量海外资金回归美国。 有点意思 -G-Wave- ♂ (0 bytes) () 02/08/2014 postreply 08:23:38

• 加上我的post 一切多全了 -跟锋- ♂ (0 bytes) () 02/08/2014 postreply 08:40:52

• 一切都是tapering 搞的 money leaving 新新市场 back to usa .同时它国为救市不的不卖美股 -跟锋- ♂ (21 bytes) () 02/08/2014 postreply 08:43:38