American asset left 2019 the bureau is good. But Magenshidanli expresses, second half Cheng is likely so won't successful.
The politic division such as Andrew Sheets shows in the report May 12, what the market reflects currently is economy is in what leave solid growth without inflationary circumstance " fair young woman " scene, among them American performance is superior, but all these changeover.
Their suspicion is based on 3 elements that the conference in the rest of time appears this year: 1, " fair young woman " the environment is about to end the growth difference between other area of;2, United States and world to close narrow the difference between;3, price and main area is narrow.
"Investor should maintain defend attitude, the preference is not beautiful risk n, " politic division people write, "The element that supports this kind of way includes the contrast of appraise value and main area, american photograph grows the forecasting of occurrence changeover to the economy of world other area, and investor is excessive the risk next to nothing that believes to produce a difference to narrow. And investor is excessive the risk next to nothing that believes to produce a difference to narrow..
Heretofore behaves American stock market this year exceedingly good, mark general 500 indexes rise 15% , index of whole world of prep above MSCI of 12% go up. Although be in the beauty couplet store after turning to columbine clique, 10 years period yield of American national debt already dropped about 25 base point, index of spot of Peng rich dollar rises 0.4% .
This kind of setting should cause vigilance. However, "Till two weeks before, main care is returned it seems that around move the market whether continue to rise considerably, " politic division people write.
Magenshidanli expresses, with give gap to producing (economy is produced can with yield actually the difference between) what be anxious contractibly to concern is, although of market report is benign circumstances it seems that, index of a few inflation also did not put delay.