詹姆士看天下 2016/07/25

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Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.2016/07/25

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

: Bloomberg 2016/7/22

3.334.236.96%%4.68

(%)

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#IND>IND>12)HE00H0A0DXEM(20160411)ADOL

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Bloomberg1bp=0.01% :2016/7/22(%)(bp)(bp)(bp)4.234344242976.965425393354.683383412773.33207205207

()()()()()

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#IND>18)>HE00H0A0DXEM(20160411)ADOLLDMP

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: Bloomberg 2016/7/22 20 3 MSCIMSCI

(%)


: Bloomberg 2016/7/22 10 0.006%-0.03% 600%

(%)

1.566$1.0977$44.19106.13-0.03$1322.4597.47-0.22 4 4


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: Bloomberg 2016/7/22 ==225= (%)


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(2.6%) 20 3 IMF 2017

(-13.4%) 3


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Bloomberg

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#WFII

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()Bloomberg : 2016/7/22()

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#BLP WEEKLY REPORT :>

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()Bloomberg : 2016/7/22()

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#7/25() 7 IFO 101.6103.17/26() 7 95.598.0 6 56.055.17/27() 6 -1.1%-2.3% 6 1.2%-3.7%7/28() FOMC 0.50%0.50%7/29() GDP 2.6%1.1% 7 90.089.5-0.2%-0.1% 6 CPI -0.4%-0.4% GDP 1.5%1.7% 7 CPI 0.1%0.1% 7 10.1%10.1%

: Bloomberg

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#CDR2) >>GALAXY 11

7/257/263M7/27Wholefood7/28CelgeneAlphabet7/29


VIX 7 50 4 9 4 4


13

Donald TrumpHillary Clinton

YAHOO! Verizon Communications 48


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21

21

22 18 9 16 14


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30 20 22 2030

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#http://wealth.businessweekly.com.tw/GArticle.aspx?id=ARTL00006590816

20 3 8000 20 BB 19 7.5% 8.75% 20 14.25% 10IMF (IMF) 20 GDP 2016 2017


7 NAHB 596060 6 118.9116.5113.5 6 115.3115.0113.6 6 557548551 6 0.3%0.2%-0.2% 7 Markit PMI 52.951.551.3 7 -7.9-8.0-7.2 ()0.00%0.00%0.00% 7 Markit PMI 51.952.052.8 7 Markit PMI 52.952.553.1 7 Markit PMI 53.753.454.5 7 Markit PMI 49.148.752.1 6 -0.9%-0.6%0.9% 5 ILO (3 ) 4.9%5.0%5.0%

: Bloomberg


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7 PMI 49.0--48.16.5%6.25%6.50% 6 5.4%5.5%5.6% 6 -5.9%-5.4%-6.1% ()7.50%7.50%7.50%7.00%7.00%7.00%14.25%14.25%14.25%

: Bloomberg


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(%)MSCI1706.970.38 6.10 1.44 12.22 2.66 -2.21 2175.030.61 6.75 4.18 15.87 6.41 4.59 1212.890.63 7.57 6.57 21.61 6.78 -1.07 340.330.71 5.70 -1.83 1.21 -6.97 -13.76 240.661.33 4.31 -3.01 2.18 -8.00 -12.16 22516627.250.78 11.20 -4.66 -2.83 -12.64 -19.07 4208.010.89 4.74 -4.15 -3.43 -11.03 -18.13 3012.82-1.36 5.55 2.24 2.53 -14.87 -25.99 MSCI869.300.17 7.87 3.59 21.40 9.46 -4.51 MSCI424.660.19 7.66 3.57 15.59 5.22 -5.08 MSCI263.69-4.41 1.14 -7.13 19.96 7.88 -8.99 MSCI2392.211.62 12.00 9.32 48.22 30.74 5.05 MSCI238.24-1.12 5.49 -0.50 29.13 13.33 -8.75 Bloomberg128.320.12 0.86 2.28 3.48 4.95 5.70 Bloomberg138.910.36 1.68 2.50 5.48 5.51 5.77 Bloomberg147.270.16 1.99 3.60 8.65 8.59 8.51 Bloomberg155.190.14 1.88 4.05 14.35 11.23 5.21 Bloomberg163.090.27 2.93 5.43 15.98 12.78 6.04 Bloomberg167.970.32 1.33 1.34 7.42 5.41 2.98 ETF45.541.18 5.91 4.16 11.37 5.22 0.05 Bloomberg157.26-0.05 2.83 4.92 13.12 12.03 8.71 Bloomberg127.87-0.06 1.13 0.29 6.33 4.94 2.98 Bloomberg167.630.58 3.92 4.50 12.75 13.03 11.57

Bloomberg 2016/7/22


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(%)()MSCI204.14-1.42 3.89 3.19 28.11 14.47 -1.04 MSCI206.50-1.37 6.11 1.28 27.56 11.82 -0.95 MSCI90.700.48 5.32 -3.64 6.92 -6.51 -13.91 MSCI191.410.75 6.20 -0.20 7.92 -1.14 -4.72 MSCI223.63-0.58 4.36 3.83 11.48 7.31 7.38 MSCI203.70-0.33 5.92 1.17 16.55 6.20 3.66 MSCI152.282.17 8.66 4.85 13.30 4.03 4.65 MSCI73.41-0.34 4.56 2.60 11.63 8.07 3.31 MSCI125.531.05 6.17 6.17 15.18 12.41 10.29 MSCI211.860.93 7.63 3.00 8.07 0.78 -4.80 NBI2937.663.04 12.77 -1.73 -0.90 -17.03 -25.75 AMEX259.07-3.24 8.91 28.60 133.35 133.02 125.49 REITsFTSE17217.561.64 8.18 12.22 24.11 17.52 22.99 REITsFTSE2086.271.91 8.52 12.04 22.39 16.58 22.60 REITsFTSE1345.722.71 5.20 -3.52 -1.35 -7.44 -10.65 REITsFTSE1837.890.33 6.77 5.80 28.78 24.35 27.44 (/)1322.45-1.13 0.56 6.86 19.40 24.63 20.36 (/)19.63-2.97 10.46 15.27 37.65 41.52 34.57 (/)4920.000.04 4.66 -2.21 10.74 4.57 -8.23 (/)45.69-4.03 -5.58 2.77 49.87 22.61 -16.31 (/)44.19-3.83 -7.20 3.68 45.72 19.36 -8.16 CRB182.90-3.15 -3.07 2.25 13.99 3.84 -10.80 846.66-1.91 -3.89 0.24 4.16 2.75 -5.46



(%)1.0977-0.53 -0.50 -2.64 1.12 0.99 -1.06 106.13-1.19 -4.07 4.58 11.26 13.06 15.91 1.3109-0.63 -0.72 -9.34 -7.85 -10.90 -15.61 0.9871-0.45 -0.99 -1.35 2.48 1.40 -2.58 1.3127-1.18 -0.47 -3.47 8.81 5.37 -0.73 0.74622.58 1.99 -3.10 7.49 2.61 2.85 1134.43-0.07 1.80 0.77 5.80 3.58 1.68 32.0190-0.52 0.60 0.98 4.68 2.63 -2.57 6.67950.21 -1.51 -2.69 -1.51 -2.78 -7.04 13095.000.01 1.44 0.76 5.73 5.29 2.14 67.0813-0.02 0.59 -0.89 0.82 -1.38 -5.22 34.97500.03 1.08 0.33 2.70 3.05 -0.28 1.3586-0.79 0.33 -0.49 5.27 4.41 0.76 4.0608-2.92 -0.63 -3.95 5.71 5.75 -6.58 47.0970-0.76 -1.13 -0.96 1.29 -0.41 -4.04 14.29241.93 8.04 0.94 15.54 8.05 -11.85 3.0660-1.67 -3.89 -6.99 -1.19 -4.60 -9.37 64.7984-1.75 1.11 2.70 23.66 11.89 -7.96 3.97670.89 1.78 -1.62 3.71 -1.39 -6.60 285.640.21 1.10 -3.13 0.82 1.71 -2.06 4.06090.00 1.44 -1.81 3.07 2.80 -1.68 3.25650.72 3.72 9.51 25.71 21.63 -1.03 18.54630.31 3.46 -5.27 0.34 -7.19 -12.12 14.91010.19 -5.63 -4.13 -8.04 -13.27 -38.57



(%) () (bp)30 2.28301.8-21.7-42.4-54.1-73.3-75.4101.56631.5-11.9-32.2-48.6-70.3-75.7-0.22000.5-8.2-11.0-46.0-48.5-64.3-0.0300-3.6-9.1-26.1-51.4-65.9-77.70.2100-2.1-21.2-35.5-58.9-77.8-84.01.2340-2.1-20.1-24.0-34.0-36.2-70.41.1140-11.3-38.3-48.2-61.7-65.7-87.43.0510-8.3-9.6-24.31.653.543.72.9110-3.3-14.4-13.9-18.9-3.22.910.040095.043.087.0-102.0-70.058.08.609823.26.8-54.9-185.4-94.4-190.72.940017.0-32.0-5.0-36.0-39.0-64.08.80506.7-7.9-25.0-77.4-99.068.311.9430-0.7-63.0-102.2-481.7-456.9-50.75.9160-7.9-18.2-1.4-32.8-36.1-18.81.41502.5-22.0-41.5-62.0-67.0-100.67.0600-9.5-56.6-55.0-134.3-168.5-122.0*7.2640-0.8-21.2-19.4-51.4-49.7-56.42.040010.8-5.425.7-40.7-46.0-79.4

: Bloomberg 2016/7/22 *


91.43103.6961.38

20082014-26.69% -5.61%-36.09% -7.28%-20.81% ---18.82%-5.58%-21.11% -12.76%-9.52% -5.56%

Bloomberg() 2016/6/30%54.9654.52104.74

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#G 640424

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.


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詹姆士看天下 2016/07/25