詹姆士看天下 2016/09/05

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Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.2016/09/05

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#

: Bloomberg 2016/9/2

(%)3.273.976.76%%4.569/05

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

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Bloomberg1bp=0.01% :2016/9/2(%)(bp)(bp)(bp)3.973903852976.765045093354.563153232773.27181193181

()()()()()

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#IND>18)>>14)16)OASHE00H0A0DXEM(20160411)ADOLLDMP

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MSCIMSCI

(%)MSCI



(%)

$1.1156$44.44103.92-0.043$1325.0895.844-0.033

1.602


5

: Bloomberg 2016/9/2 ==225= (%)


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(%2%

(-1.9%)


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Bloomberg

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#WFII

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()Bloomberg : 2016/9/2()

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

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()Bloomberg : 2016/9/2()


09/05Markit853.153.349.850.18--51.909/06ISM855.555.5Q2GDP0.3%0.3%09/0783.1913.20109/080.0%0.0%27339744Q2GDP0.0%0.0%8583.5523.109/0970.1%0.0%8CPI1.7%1.8%

: Bloomberg7

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

Joseph LaVorgna8510911

8FEDECB2%ECB5

2674506.7%


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26.326.5ADP15.118

8ISM752.649.471.9%2.0%

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#320162-0.5%0.4%319791-420150.4%20132

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Markit8PMI351.718 8PMI53.310

ECBPMICPIECB20173


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5SDRIMFM-SDRSDR

HanjinShipping31Korea Development BankKDB9


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6120

Binali YildirimIS


8 15.11825.5 8 ISM49.452.052.6 8 101.197.097.3 7 4.4%4.4%4.4% 8 4.9%4.8%4.9% 8 ADP17.717.519.4() 7 PCE1.6%1.5%1.6% 8 -8.5-8.5-8.5 7 10.1%10.0%10.1% 8 CPI0.8%0.9%0.9%Markit 8 51.751.851.8 7 PPI-2.8%-2.9%-3.1% 8 CPI0.4%0.5%0.4%

: Bloomberg


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7 0.0%0.8%2.3% 7 3.0%3.1%3.1% 8 49.5--49.6 8 50.050.150.6 8 PMI50.449.849.9 8 36.6727.6129.78 8 50.4--48.4 8 Markit50.850.149.5 8 Markit47.049.347.6 Q2 GDP-3.8%-3.7%-5.4% 8 Markit45.7--46.0

: Bloomberg


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(%)MSCI1734.600.49 1.05 3.34 7.87 4.32 8.70 2179.980.50 -0.13 3.85 9.00 6.66 13.47 1251.831.11 1.67 7.53 15.70 10.21 10.18 350.441.96 2.65 2.68 2.53 -4.20 -0.76 250.981.44 2.94 1.01 2.32 -4.06 0.62 22516925.683.45 4.13 1.70 -0.52 -11.08 -4.87 4354.400.89 4.60 -0.72 1.59 -7.94 -3.53 3067.35-0.10 3.05 4.38 6.72 -13.33 -2.94 MSCI899.61-0.20 1.59 10.22 13.74 13.28 14.08 MSCI443.000.12 2.31 10.41 13.49 9.76 15.21 MSCI272.22-0.78 1.66 0.97 6.77 11.37 3.35 MSCI2452.400.50 1.27 16.56 20.23 34.02 23.62 MSCI239.92-2.15 -1.23 4.56 9.82 14.13 3.34 Bloomberg128.270.23 -0.27 1.70 2.48 4.90 4.89 Bloomberg139.39-0.04 0.31 2.52 4.58 5.87 6.58 Bloomberg148.130.23 0.69 3.62 8.34 9.22 9.20 Bloomberg158.600.01 2.18 5.36 13.65 13.68 9.08 Bloomberg166.080.11 2.36 6.03 14.26 14.85 10.24 Bloomberg171.140.32 1.60 3.28 8.38 7.40 6.12 ETF46.04-0.20 1.25 5.35 9.49 6.38 4.46 Bloomberg159.760.02 1.65 5.97 11.49 13.81 12.73 Bloomberg129.59-0.51 0.20 3.85 5.85 6.36 7.28 Bloomberg169.01-0.34 0.09 5.74 9.73 13.96 14.22

Bloomberg 2016/9/2


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(%)()MSCI202.23-0.60 1.75 3.32 10.79 13.40 8.28 MSCI215.08-0.25 2.09 7.07 15.20 16.47 15.24 MSCI95.262.02 3.80 2.93 6.64 -1.81 1.56 MSCI194.890.31 0.73 2.58 4.83 0.66 5.61 MSCI224.460.75 1.29 2.31 6.25 7.71 16.75 MSCI209.460.16 2.34 4.76 9.34 9.20 14.33 MSCI158.590.69 1.37 8.31 12.83 8.34 18.63 MSCI72.17-0.29 -1.42 0.47 2.69 6.24 7.85 MSCI120.260.69 -1.41 -1.41 4.54 7.69 12.65 MSCI205.20-0.65 -3.50 -0.43 6.02 -2.38 0.15 NBI2935.08-1.64 -5.67 -0.41 6.56 -17.10 -16.98 AMEX239.480.73 -12.75 5.68 39.26 115.40 120.39 REITsFTSE16812.401.64 -0.88 6.94 14.84 14.76 29.52 REITsFTSE2042.861.54 -0.77 7.67 14.20 14.16 29.82 REITsFTSE1399.512.52 1.94 -1.89 4.19 -3.74 -0.97 REITsFTSE1822.30-3.35 -2.27 5.14 13.21 23.29 38.42 (/)1325.080.29 -0.96 6.31 5.04 24.62 17.74 (/)19.454.24 -1.54 17.78 24.08 40.14 33.77 (/)4627.000.26 -5.42 0.65 -3.40 -1.66 -9.63 (/)46.83-6.19 5.11 -6.27 20.17 24.81 -6.21 (/)44.44-6.72 5.53 -9.28 22.80 19.09 -4.21 CRB179.99-3.29 -0.99 -4.60 6.79 2.19 -8.49 811.47-0.98 -2.43 -8.15 3.49 -1.52 -1.58



(%)1.1156-0.38 0.65 -1.73 1.31 2.73 -0.11 103.92-2.04 -2.04 3.48 9.16 15.66 14.76 1.32941.20 1.69 -7.95 -6.81 -9.79 -12.98 0.9809-0.28 0.06 -0.97 1.57 2.24 -0.51 1.29930.08 1.45 -1.29 2.30 6.59 2.49 0.75730.12 -0.72 2.69 1.27 3.82 9.24 1117.25-0.31 -0.15 4.91 8.01 5.64 8.24 31.66800.04 -0.03 2.93 4.57 3.77 2.99 6.6805-0.16 -0.80 -1.44 -1.94 -2.80 -4.86 13247.00-0.26 -1.19 2.99 0.41 4.08 6.72 66.82500.35 -0.13 0.70 1.08 -1.00 -0.94 34.63100.10 1.32 1.84 2.29 4.06 4.35 1.3602-0.07 -1.01 -0.37 1.29 4.25 4.92 4.0893-1.80 -1.37 1.47 1.90 5.01 2.97 46.6880-0.70 0.72 -0.22 1.26 0.46 0.13 14.4932-0.86 -5.37 2.77 5.15 6.64 -3.67 2.95120.08 1.60 -1.62 -1.19 -1.16 2.76 65.1577-0.88 0.34 0.04 9.55 11.14 5.94 3.9145-1.10 -1.20 -1.77 0.67 0.43 -2.95 278.10-0.81 0.82 -1.38 1.38 4.60 1.36 3.9875-0.22 0.89 -0.26 1.66 4.44 -0.57 3.25690.27 0.07 10.34 19.56 21.61 15.48 18.57830.08 1.02 0.56 -4.39 -7.31 -8.45 14.98000.14 -0.86 -7.22 4.51 -13.67 -37.87



(%) () (bp)30 2.2782-0.9-3.6-23.2-41.7-73.8-60.5101.6024-2.71.4-9.8-27.2-66.7-52.2-0.03303.76.06.21.1-29.8-39.3-0.04302.9-0.7-15.7-24.9-67.2-82.50.18902.00.0-27.8-37.5-79.9-94.21.17103.7-4.5-20.3-28.9-42.5-81.41.02908.5-4.7-45.4-54.2-74.2-109.83.04400.011.5-11.90.752.836.82.885021.17.3-28.4-11.4-5.8-16.29.76003.01.0-5.0-85.0-98.0-50.08.1319-10.3-36.8-91.8-120.8-142.2-342.62.970010.014.0-46.0-33.0-36.0-74.08.9490-2.529.3-36.6-40.7-84.649.911.9880-17.47.5-79.7-362.4-452.4-275.75.85101.2-16.4-33.9-30.4-42.6-28.81.522010.713.2-24.0-30.5-56.3-74.26.9520-11.410.4-95.1-120.0-179.3-187.1*7.1210-0.8-5.6-36.3-50.2-64.0-63.02.256011.524.31.131.0-24.4-58.9

: Bloomberg 2016/9/2 *


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

Bloomberg() 2016/8/26%

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.#G 640423

Copyright 2015 Ezfunds Securities Investment Consulting Enterprise Ltd.


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詹姆士看天下 2016/09/05

Economy & Finance