通常利息高了，公司提价把成本转给消费者就行了，为什么股市会跌？因为股市的估值是以RISK-FREE的国债收益为参考的，国债收益率高了，股价就要下跌，国债和股市是此消彼长的关系。
现在股市和债市是同舟共济，相如与沫，唇亡齿寒，荣辱与共的难兄难弟的关系，这样的想法当然就不成立了。
10 yr yield closed above 4% first time since late 2007......
it is very significant.......i have said here in my previous post that i am expecting 10 yr yield above 4% in short time and 5% in medium time....and I also said that all the calculus of assets have changed with risk free rate going north and mostly will stay there for decades......for your reference, current S&P500 yield is less than 2%......
so........don't gamble your hard earn money.....it's foolish to guess the bottom.....if people here do that i am sure you will lose all to the pros.....trading the short term waves up or down is not for most ppl...i have seen that many times over....put your money into CD or ladder the treasury.....preserve your capital until the birth of bull market which no visibility.....
follow the king dollar and 10 yr yield......all the other assets values are derivatives of these two......and you know who decides the king dollar and 10yr yield......so follow the Fed no matter whether Fed is right or wrong......
