關於 jackson hole meeting ，我們在網路上蒐集到這些相關的討論、資訊與評價

#MMPodcast #立即訂閱
歐央 QE 減速不減量，從歐洲看全球 Q4 走勢
🎧 立即收聽：https://user130645.psee.io/3n2pxb

不只關注 Fed 的一舉一動，你也不能忽視 ECB！

Jackson Hole 全球央行年會在 8 月底落幕，我們近期談了很多美國、中國、新興市場，而 9/9 是歐洲央行利率決策會議，因此本次 Podcast 我們的主題聚焦在歐洲！

歐洲央行管理著一個錯綜複雜的貨幣體系，19 個國家都有話語權，歐洲央行扮演什麼樣的角色？聯準會的購債計劃和歐洲央行的「新冠疫情緊急購債計畫」（PEPP）的差異是什麼？

這次邀請到全球市場研究員 Vivianna 來跟我們分享！

#精華重點搶先看

📌 歐洲央行利率決策會議重點
📌 美歐貨幣政策分歧代表什麼？
📌 歐洲基本面現況
📌 Podcast 每週一圖表-歐元區製造業 & 非製造業指數（PMI）

👉 歡迎留言告訴我們你還想聽到什麼主題或合作來賓？

如果你喜歡這集 Podcast 內容，也歡迎留下五星評論給我們鼓勵唷
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最近美金下跌，全因耶倫沒有在剛過去的Jackson Hole Meeting中提出任何退市時間表。但歐羅升，不少人卻解說為因德拉吉亦「沒有」退市時間表...？明眼人一看就知完全不合邏輯對吧！其實歐羅上升主要有3個原因，而當中我們亦可從中找到「寶藏」ー EUR金油ETF的投資機遇！有興趣的朋友立即去片～ 如喜歡今集分享，請按"Like"，或Share給對投資美股有興趣的朋友，亦歡迎在下面留言分享你的感想和看發 :)

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*** 免費分享會+試堂 (台北站) - 9月9日: https://goo.gl/forms/UVvwYqSTN83IqfzD2 ***

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INTEREST RATE CLARITY AND DOVISH JACKSON HOLE TESTIMONY SHOULD LIFT EQUITY MOOD, KLCI TO REGAIN UPWARD MOMENTUM

[Top Featured Stocks which include the likes of Gamuda, Bursa, IHH, IGB, Sunway, Westports, Fitters, PJDev, Econpile, Pintaras, Sentoria, Huayang, KSL and Matrix.]

Going forward, we expect local market to remain firm, trend higher and gradually retest 8th July 2014 all-time-high of 1896.23 level as traders increased their bets on solid USA economy, dovish Federal Reserve testimony, reduced geopolitical tension and a steady recovery of the world economy. Local stocks should get momentum from world stocks performance (MSCI All World stocks and S&P 500) which recently hit five-year and all-time-high respectively with an impressive gain of 17.6% and 20.7% year-to-date, driven by a round of positive economic data and low interest rate despite the latest commodity volatility and elevated tensions in the Ukraine and Russia. We expect many Asian bourses including Bursa to play catch-up, with MSCI All-World and FTSE All-World equity index rose to its best close since May 2008 following Federal Reserve easy policy continuity and ease of geopolitical tension. There is also another bullish wild card from European Central Bank President Mario Draghi who is scheduled to speak at Jackson Hole. Global equity should get a huge relief rally if ECB hints at the possibility of a USA-like quantitative easing policy, which has been debated in Europe but so far the ECB has declined to pursue. Despite a hawkish tone from last week USA Fed meeting minutes and the collapse of local speculative small cap stocks (Sumatec and PDZ), the local indices should get further rally driven by a measure of strength in German PMI readings that bolstered hope for a modest lift in third-quarter European growth prospects. Investors should take heart from a batch of encouraging global economic data (USA Building Permits, USA Housing Starts, Germany Manufacturing PMI, France Manufacturing PMI, Canada Wholesale Sales), which helped offset hawking Federal Reserve minutes. Investors should have better interest rate clarity on the normalisation of monetary policy after the much awaited Jackson Hole Bankers Central Bankers Conference following the strength of the USA economy and jobs market. On a weekly basis, ringgit saw aggressive moves higher versus the dollar, gaining 5.3% to 3.17 since February 2014, starting its strong upward momentum after being battered down since May 2013. We expect these fresh rounds of foreign dollar injection to slowly push carry trades into higher yield Malaysian market, boosting local asset liquidity specifically Bursa stock market and Malaysian government bonds. On the technical front, we see strength across the board with FBMKLCI remain 2% below record territory supported by Wall Street at new all-time highs and Dow Jones Industrial Average back above the 17,000 psychology level. Studies are showing positive momentum for FBMKLCI but are now in overbought territory, so some caution is warranted. The market's short-term trend is positive on the close above the 20-day moving average. The market has a positive tilt with the close over the 1860 support level. The 9-day Stochastics over 70 indicates the market is approaching overbought levels. The next area of resistance is around 1880 and 1900 levels, while major areas of support hit at 1860 and 1850 levels respectively. We expect the recent upward momentum in equity to continue given the steady follow-through Bursa performance during the last week session. Meanwhile, we expect the following headlines to power up selective play near term sentiment (1) Petronas to give 10.0% stake in Bintulu LNG 9 to Sabah government (2) Brahim willing to sell its stake on Malaysia Airlines request (3) Bumi Armada’s consortium to seal USDD3b oil gas contract deal in Angola (4) Kumpulan Europlus to buy stake in Talam (5) Icon Offshore to bag RM297.0m worth of jobs from Brunei Shell Petroleum (6) Malaysia Airlines to appoint a new top management and (7) Oldtown to open 27 cafes in in Malaysia, Singapore, Indonesia and Australia by end 2015. Overall, the early Bursa edge goes to the bulls, with next target at the 1880 level benefitting from a risk-on vibe across USA and Europe. We reiterate that the FBMKLCI remains above its monthly uptrendline and thus is in a secular bull market. That means any significant periods of weakness this year should be viewed as strong buying opportunities. While local small caps consolidate with buoying sentiment, impressive rotational interest on large and mid-cap blue chips should showcase healthy risk taking with active foreign participation accumulating battered down blue chip stocks. Strategy wise, given that the short term trend has turned positive toward 1880, traders should accumulate our last recommended Top Featured Stocks which include the likes of Gamuda, Bursa, IHH, IGB, Sunway, Westports, Fitters, PJDev, Econpile, Pintaras, Sentoria, Huayang, KSL and Matrix.

Dr Nazri Khan
First Vice President/Head of Retail Strategy, Affin Investment Bank
@ President, Malaysian Association of Technical Analyst (MATA)

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1) 本月活動，現正接受報名:
《施傅試堂分享會(香港站)》《Aaron外匯講座》
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本週最轟動的事情，莫過於Jackson Hole全球央行年會，今天筆者就為大家做好事前準備, 探討當中的投資機會。每年的八月份，Jackson Hole全球央行年會也會舉行，當中會談及各國未來對貨幣政策部署。而今年的會議核心，當然還是美國對加息步伐的取態。

最近美金下跌，全因耶倫沒有在剛過去的Jackson Hole Meeting中提出任何退市時間表。但歐羅升，不少人卻解說為因德拉吉亦「沒有」退市時間表...？明眼人一看就知完全不合邏輯對吧！其實歐羅上升主要有3個原因，而當中我們亦可從中找到「寶藏」ー EUR金油ETF的投資機遇！有興趣的朋友立即去片～ 如喜歡今集分享，請按"Like"，或Share給對投資美股有興趣的朋友，亦歡迎在下面留言分享你的感想和看法 :)
======================
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Allen Iverson scored 10 points in a decisive fourth-quarter run
and Jim Jackson hit six free throws in the final 36 seconds as
the Philadelphia 76ers completed their first season-series sweep
of the Los Angeles Lakers in 15 years with a 113-107 victory.


Iverson matched the 31 points he had in Philadelphia's 105-98
victory over the Lakers on November 28th and added 11 assists.
After he gave the 76ers a 98-97 lead with 3:02 left on a
fast-break layup, Shaquille O'Neal put Los Angeles ahead,
101-100. But Iverson followed with five straight free throws
before Jackson sank six in a row from the line to ensure
Philadelphia's first sweep of the Lakers since the 1982-83
season.


"We played a solid game but the most important thing is that we
kept our poise in the end," Iverson said. "Even though we got
down, everybody executed and we felt we still had a legitimate
shot at winning the game."


Jackson and Theo Ratliff had season highs with 28 and 20 points,
respectively. Ratliff was also a defensive force inside,
collecting eight of the 76ers nine blocks.


"It's one of the best wins I've been around," said Philadelphia
coach Larry Brown. "We didn't have Timmy (Thomas) and we got
into so much foul trouble with Jimmy Jackson and Mark Davis it
was a miracle. Allen was phenomenal, Jimmy played great,
everybody played great."


Thomas was not at the arena due to a death in the family.


O'Neal, who missed the earlier meeting between the teams, had 26
points off the bench. Reserve Kobe Bryant added 20 and Rick Fox
had 16. Fox fed O'Neal for an alley-oop that gave the Lakers
their last lead with 1:48 to go.


Ratliff and Jackson scored eight points apiece as the Sixers
grabbed a 33-25 lead after one period. Jackson hit 11-of-11
from the line and added eight assists and three steals for
Philadelphia, which made 46 percent (38-of-83) from the field
and 35-of-39 (90 percent) from the foul line while improving to
3-3 on its seven-game road trip.


The 76ers started the second period with a 14-8 run to build a
46-33 cushion. The Lakers answered with a 9-3 burst and pulled
within 57-52 at the break. Robert Horry scored nine of his 11
points in the first half for Los Angeles, who only outrebounded
the Sixers by three (49-46) despite O'Neal's 16 boards.


"You can tell from the tip-off, guards taking ill-advised
jumpers," observed O'Neal. "When you are 2-of-16 (actually
3-of-17) from three-point range that's means your shot ain't
falling. It means you have to bring people down and get to the
hole. I don't think that we came in prepared."


Los Angeles made a push late in the third quarter, cutting the
deficit to 78-75 in the final minute, but Philadelphia mustered
a 6-2 run to close the period ahead, 84-77.


Fox led the Lakers back in the fourth quarter, scoring eight
points in a 12-2 run that gave Los Angeles a 89-86 lead after
his follow-shot and two free throws. The Lakers built their
advantage to 97-90 on three dunks by O'Neal and a bucket by
Elden Campbell with 4:35 left.


But Iverson, who up to that point was defended ably by Nick Van
Exel, began to break down the defense. With 4:01 left, he
drained a three-pointer to ignite the Sixers. Jackson followed
with a three-point play to slice the margin to 97-96 with 3:22
to go.