不懂
在坡担心的事情很多，这么宏观层面的不懂。
近来几个本地的朋友被裁员了，在家里发呆，中年大叔估计找不到什么工作，除了经典的四大职业之外。
看了很有郁闷感。
自己虽然坡籍N多年，有点庆幸从国内来，最不济还能回国待着托朋友介绍个工作什么的。回国不工作也可以，反正车便宜，到处逛逛即可。
在坡得想着65岁拿CPF， 才疏学浅，不知道什么科技类公司，能让员工工作到65岁的？差别大了。
（经济政策）大变在即？
日英央行行长乌纱难保？
英国首相文翠珊说央行零利率和QE政策损害储蓄者，改变的时候到了。
May took the unusual step of commenting on central bank policy on Wednesday when she said near-zero rates and the BoE's huge bond-buying programme had hurt savers.
"A change has got to come and we are going to deliver it," May told her ruling Conservative Party as she spelled out her plans to work for lower-earning Britons following the shock Brexit vote in June that helped make her prime minister.
来源：http://uk.reuters.com/article/uk-britain-eu-boe-idUKKCN1261GI
安倍助手说黑田自毁前程，认为一月的负利率政策有如珍珠港突袭。
Kuroda Ruined His Chance Of A Second Term By Doing "Stupid Things", Abe Advisor Says
He described the about-face in adopting negative rates in January -- which came the same month as ruling this out -- as being “like the attack of Pearl Harbor.”
来源：http://www.bloomberg.com/news/articles/2016-10-02/kuroda-has-ruined-chance-of-second-term-abe-aide-nakahara-says
欧洲央行行长德拉吉也因为负利率和QE政策在德国面对责难。
来源：http://www.bloomberg.com/news/articles/2016-09-27/draghi-goes-head-to-head-with-german-critics-of-ecb-s-low-rates
当然还有特朗普威胁上任后立炒耶伦。
银行保险退休基金叫苦连天
除了一般民众储蓄者怨声载道，银行盈利暴跌，甚至生存受威胁。保险和退休基金过往依赖的债券收入可有可无甚至变成负数，加上中央银行变成购买债券的竞争对手，已经忍无可忍。
欧洲银行
日本银行
叶公（央行）好龙（通胀）
美国核心通胀率持续高于2%
西方长期利率极速上升（脱负）
美国
德国
日本
油价也见底回升
未来政策
央行退居二线
ECB Said to Build Taper Consensus as QE Decision Nears
来源：http://www.bloomberg.com/news/articles/2016-10-04/ecb-said-to-build-tapering-consensus-as-qe-decision-time-nears-itvni14p
政府（财政刺激）走向前台
来源：http://www.businessinsider.com.au/fiscal-stimulus-is-coming-and-its-going-to-be-a-big-deal-for-financial-markets-2016-9
对市场影响？
唯一确定的是波动上升，甚至大幅上升。
英国首相文翠珊说央行零利率和QE政策损害储蓄者，改变的时候到了。
May took the unusual step of commenting on central bank policy on Wednesday when she said near-zero rates and the BoE's huge bond-buying programme had hurt savers.
"A change has got to come and we are going to deliver it," May told her ruling Conservative Party as she spelled out her plans to work for lower-earning Britons following the shock Brexit vote in June that helped make her prime minister.
来源：http://uk.reuters.com/article/uk-britain-eu-boe-idUKKCN1261GI
安倍助手说黑田自毁前程，认为一月的负利率政策有如珍珠港突袭。
Kuroda Ruined His Chance Of A Second Term By Doing "Stupid Things", Abe Advisor Says
He described the about-face in adopting negative rates in January -- which came the same month as ruling this out -- as being “like the attack of Pearl Harbor.”
来源：http://www.bloomberg.com/news/articles/2016-10-02/kuroda-has-ruined-chance-of-second-term-abe-aide-nakahara-says
欧洲央行行长德拉吉也因为负利率和QE政策在德国面对责难。
来源：http://www.bloomberg.com/news/articles/2016-09-27/draghi-goes-head-to-head-with-german-critics-of-ecb-s-low-rates
当然还有特朗普威胁上任后立炒耶伦。
银行保险退休基金叫苦连天
除了一般民众储蓄者怨声载道，银行盈利暴跌，甚至生存受威胁。保险和退休基金过往依赖的债券收入可有可无甚至变成负数，加上中央银行变成购买债券的竞争对手，已经忍无可忍。
欧洲银行
日本银行
叶公（央行）好龙（通胀）
美国核心通胀率持续高于2%
西方长期利率极速上升（脱负）
美国
德国
日本
油价也见底回升
未来政策
央行退居二线
ECB Said to Build Taper Consensus as QE Decision Nears
来源：http://www.bloomberg.com/news/articles/2016-10-04/ecb-said-to-build-tapering-consensus-as-qe-decision-time-nears-itvni14p
政府（财政刺激）走向前台
来源：http://www.businessinsider.com.au/fiscal-stimulus-is-coming-and-its-going-to-be-a-big-deal-for-financial-markets-2016-9
对市场影响？
唯一确定的是波动上升，甚至大幅上升。