比较正面. 就是让大家不要恐慌.
大盘现在还是比较稳定(区域内). 近几周换上牛股强势股. 减少bond的持有量。
Early optimism came from a better-than-expected Spanish bond auction and improved economic sentiment in Germany for the first time in nine months. However, German chancellor Angela Merkel expressed that she did not support raising the upper limit of the eurozone's bailout fund, the European Stability Mechanism. Merkel is seeking more collaboration--such as linking energy grids--among eurozone members to p ush growth.
In the United States, sequential monthly retail sales increased by 0.2% in November, but they did not match expectations of a 0.5% gain. Electronics and appliance sales showed the largest gain at 2.1%, but sales for food products and services as well as building materials dropped. Economists point to continuing problems with unemployment and Europe as likely contributors to the narrow gains.
Even though retail sales were strong in October, retail inventories for that month were unchanged from September as storeowners showed caution ahead of holiday spending. Overall U.S. business inventories in October increased by 0.8%, meeting expectations. The inventory/sales ratio remained unchanged at 1.27.
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