1. Wage inflation ( I do not see it)
2. Higher bond yields (not yet)
3. Cap-ex cycling starting (no data for me)
Bigger thing is He Expect a blow-out year in 2014 but not true
• 哦,那看样子他预测最早上半年加息也不靠谱。下半年吧 -绿飛猫- ♀ (0 bytes) () 12/29/2014 postreply 11:50:54
• 加息人人都看到但他说牛市只走过一半,太牛了! -yourolddad- ♂ (0 bytes) () 12/29/2014 postreply 12:17:26