詹姆士看天下 2016/12/05

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Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.2016/12/05

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: Bloomberg 2016/12/02

(%)9/053.924.077.03%%5.21

#IND>IND>12)HE00H0A0DXEM(20160411)ADOL2

Bloomberg1bp=0.01% :2016/12/02(%)(bp)(bp)(bp)4.214144212976.814644643355.213253262773.92197204181

()()()()()

#IND>18)>>14)16)OASHE00H0A0DXEM(20160411)ADOLLDMP3


MSCIMSCI

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(%)

(bp)0.2810.0402.383$1.0664$51.680113.51$1177.25100.77

#bp

5

: Bloomberg 2016/12/02 ==225= (%)

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6

(3.39%)

(2.92%)

(-3.14%)

(-1.77%)

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Bloomberg

#WFII

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()Bloomberg : 2016/12/02()

#BLP WEEKLY REPORT :>

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()Bloomberg : 2016/12/02()

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: Bloomberg

12/05 () 11MarlitPMI54.954.7 11MarkitPMI54.154.1 11PMI52.752.412/06 () 102.5%0.3% Q30.3%0.3%12/07 ()0.5%0.5% 10()192.9192.912/08 ()0.0%0.0% Q3GDP2.3%2.2% 11()466.9490.612/09 () 1294.193.8 11CPI2.2%2.2%

#CDR2) >>GALAXY

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iPhone7IMF10/249100%0.65%100.8320201531.0457OPEC201711

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Carrier CorpMark Fields700800300

Kelley Blue Book113.7138200111132Edmunds.com20131111100201339

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13

7.501.2540%5

156241

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142Integrated ResortsIR614

2/3200171286

RBL

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Agustin Carstens7BIS

1130

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1117.818.0 16.1 114.6%4.9%4.9% 10 PCE 1.7%1.7%1.7% 11 ISM PMI54.152.151.9 Q3 GDP3.2%3.0%2.9% 11 CPI ()0.8%0.8%0.8% 11 Markit PMI ()53.753.753.7 11 Markit PMI ()53.454.654.3 Q3 GDP0.2%0.2%0.2% 11107.9107.6108.0

: Bloomberg

#PMIGDP17

103.0%3.0%2.9% 10 2.5%0.3%0.3% 10 ()0.1%-0.1%0.6% 11 PMI ()51.351.151.4 11 PMI51.751.051.213.75%13.75%14.00% Q3 GDP-2.9%-3.2%-3.8% 11MarkitPMI53.651.552.4 10()-44-6769

: Bloomberg

#9CPI18

(%)MSCI1708.94-0.69 2.94 -1.64 1.81 2.78 0.84 2191.95-0.97 5.12 0.55 4.42 7.24 4.79 1314.25-2.45 12.96 4.99 12.90 15.70 11.06 339.36-0.90 3.21 -3.21 -0.57 -7.23 -8.43 243.16-0.88 2.83 -3.51 -2.13 -7.05 -7.86 22518426.080.24 9.00 8.15 10.72 -3.19 -5.53 4854.381.05 6.32 11.26 10.68 2.63 1.06 3243.84-0.55 3.79 5.59 10.38 -8.34 -7.98 MSCI853.07-0.32 -3.07 -6.21 4.52 7.42 5.02 MSCI422.62-0.02 -2.36 -5.90 5.33 4.71 3.56 MSCI274.311.15 3.36 -0.38 1.75 12.23 7.21 MSCI2248.27-2.09 -8.71 -8.09 6.85 22.87 15.17 MSCI227.70-0.18 -1.32 -6.10 -0.76 8.32 3.82 Bloomberg123.56-0.04 -2.90 -3.67 -2.04 1.05 0.61 Bloomberg136.66-0.24 -1.26 -1.95 0.52 3.80 2.93 Bloomberg142.630.13 -2.80 -3.72 -0.23 5.16 4.02 Bloomberg157.690.44 -0.58 -0.57 4.75 13.03 10.29 Bloomberg166.830.35 0.09 0.45 6.51 15.36 11.98 Bloomberg170.200.08 -0.58 -0.55 2.72 6.81 4.19 ETF44.94-2.20 1.42 -2.39 2.84 3.84 0.52 Bloomberg153.01-0.19 -3.51 -4.22 1.49 9.00 7.13 Bloomberg123.500.11 -4.45 -4.70 -1.03 1.36 1.04 Bloomberg159.06-0.62 -4.21 -5.89 -0.49 7.25 6.44

Bloomberg 2016/12/02

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(%)()MSCI213.672.83 7.76 5.31 9.17 19.81 13.10 MSCI219.900.00 3.63 1.82 9.47 19.08 15.45 MSCI103.120.87 10.58 8.05 11.42 6.29 3.59 MSCI193.26-1.56 3.52 -1.01 1.73 -0.19 -2.69 MSCI201.00-1.45 -4.23 -10.37 -8.38 -3.55 -3.55 MSCI211.54-0.08 5.36 0.68 5.80 10.29 8.29 MSCI156.16-2.88 0.15 -1.56 6.65 6.68 2.87 MSCI65.55-1.19 -0.79 -9.42 -8.74 -3.50 -3.45 MSCI110.13-0.55 -4.57 -4.57 -8.58 -1.38 0.14 MSCI188.77-1.69 0.69 -8.02 -8.40 -10.20 -9.29 NBI2829.90-5.00 7.42 -3.58 -3.97 -20.07 -18.46 AMEX183.394.34 -15.64 -23.42 -19.07 64.95 51.01 REITsFTSE15161.02-0.64 0.83 -9.82 -3.57 3.48 5.32 REITsFTSE1831.04-0.11 1.31 -10.37 -3.50 2.32 4.60 REITsFTSE1227.86-0.71 0.30 -12.09 -13.93 -15.55 -17.13 REITsFTSE1627.520.55 -5.50 -11.51 -6.10 10.12 12.38 (/)1177.25-0.56 -9.69 -11.24 -5.31 11.00 8.40 (/)16.741.27 -7.75 -14.02 1.81 21.14 17.73 (/)5760.00-2.02 17.07 24.49 25.30 22.42 26.23 (/)54.4615.28 18.69 13.58 8.98 45.12 25.81 (/)51.6812.20 16.63 15.66 5.72 38.77 28.60 CRB191.693.21 5.04 6.50 1.60 8.83 4.61 836.78-1.73 -0.76 3.16 -5.28 1.55 0.83


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(%)1.06640.71 -4.08 -5.00 -6.74 -2.50 -2.28 113.51-0.26 -8.15 -9.06 -5.43 5.71 8.48 1.27292.02 2.56 -4.44 -11.97 -13.73 -15.56 1.01110.30 -3.83 -3.28 -4.20 -1.09 -1.28 1.32921.68 0.26 -3.01 -3.84 3.83 1.28 0.74570.19 -3.74 -1.89 0.99 2.10 2.37 1172.550.40 -2.58 -5.81 -0.54 0.15 -0.45 31.89100.05 -1.17 -0.70 2.21 3.04 2.79 6.88000.56 -1.79 -2.90 -4.30 -5.61 -7.00 13512.000.10 -3.37 -1.96 0.97 2.04 1.98 68.22500.36 -2.21 -2.05 -1.37 -3.04 -2.37 35.6590-0.08 -1.89 -2.64 -1.17 0.99 0.58 1.41960.55 -2.44 -4.75 -4.82 -0.41 -1.27 4.45320.11 -5.32 -8.44 -7.89 -3.49 -5.27 49.60400.39 -2.53 -5.88 -6.09 -5.44 -4.96 13.80212.18 -4.03 3.32 7.07 11.09 4.42 3.5210-2.02 -10.39 -16.67 -17.86 -17.48 -17.59 63.79371.60 -1.02 0.99 1.52 12.79 8.00 4.2034-0.69 -7.52 -8.14 -9.49 -7.46 -5.91 293.80-0.40 -6.37 -5.91 -7.31 -1.70 -2.24 4.22910.79 -4.22 -6.20 -6.56 -2.15 -2.84 3.4769-1.84 -7.05 -6.33 3.35 13.92 10.37 20.62810.12 -10.17 -10.31 -9.81 -16.87 -18.42 15.9300-2.44 -5.08 -5.96 -12.76 -18.82 -39.07


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(%) () (bp)30 3.06155.750.178.355.24.65.2102.38312.660.778.168.311.411.40.0400-0.210.27.313.5-22.5-30.10.28104.115.032.416.7-34.8-18.90.7190-7.627.053.025.2-26.9-6.61.9020-18.623.873.152.830.651.51.5430-3.033.751.46.0-22.85.93.697010.045.565.353.4118.1143.33.819026.572.293.465.087.6115.711.36007.0113.0160.0155.062.0124.08.8125-13.615.968.1-23.7-74.2-63.33.53008.053.056.010.020.016.09.0300-6.434.98.1-28.5-76.541.912.352021.384.636.3-43.3-416.0-327.17.3510-9.598.2150.0116.1107.4113.52.26007.557.073.849.817.50.48.0600-26.482.2110.815.7-68.5-40.2*6.2150-1.8-60.0-90.3-126.9-154.6-152.32.713010.757.745.746.821.33.4

: Bloomberg 2016/12/02 *

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

Bloomberg() 2016/12/02%

#G 640423

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.

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105008 (02)7708-88886610 (04)3700-7988360171 (07)972-118839

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Economy & Finance

詹姆士看天下 2016/12/05