来源：界面 2019-06-27 15:11一位调研过众品食品的券商投行人士对记者称，众品食品虽然债务问题严重，但公司管理规范且有盈利能力，作为并购标的质量较好。
来源：seekingalpha 2019-06-27 15:04The distinction between how the market responds to monetary policy when investors are inclined toward speculation, versus how the market responds when investors are inclined toward risk aversion.Be very careful not to assume that "easy money" means "rising market." Rather, monetary policy always has to be placed in the context of prevailing investor psychology.What Fed easing actually does is to replace interest-bearing Treasury securities held by investors with zero-interest rate cash, which somebody has to hold at every point in time until it's retired.With the exception of 1967 and 1996, every initial easing of monetary policy by the Federal Reserve has been associated with an oncoming or ongoing recession.
来源：seekingalpha 2019-06-27 13:56The latest Conference Board Consumer Confidence Index was released Wednesday morning based on data collected through June 14.The headline number of 121.5 was a decrease from the final reading of 131.3 for May.The chart below is another attempt to evaluate the historical context for this index as a coincident indicator of the economy.
来源：seekingalpha 2019-06-27 13:37The Fed’s positions on quantitative easing and quantitative tightening are curiously contradictory, at least on the surface.But we can unravel the effects of both with financial flows data.In a single chart, we show that bank and broker-dealer behavior fails to match the Fed’s expectations.
来源：seekingalpha 2019-06-27 09:47I usually break the economy down into three big sectors: production, consumption, and finance.The finance and consumer sectors of the economy do not show any signs of stress.But the production side, especially manufacturing, is on the verge of rolling over.So if the current slowdown worsens into a contraction, it will probably be led by that sector.
来源：英为财情新闻 2019-06-27 09:32
来源：腾讯 2019-06-27 06:39
来源：seekingalpha 2019-06-27 03:11Beware the yield curve in 2019, but not necessarily for the reasons you may think.Inverted? Steepening? Or both?Consider the yield curve in context of the post crisis monetary policy environment.Diversify both your portfolio and your risk monitoring metrics.
来源：seekingalpha 2019-06-26 23:45Investors must now juggle the positives of a strong but slowing U.S. economy, the possibility of a trade deal with China and the passing by Congress of the USMCA (United States Mexico Canada Agreement), plus an accommodative stance by the Federal Reserve versus continuing trade disputes that will slow economic growth and also the likelihood that interest rate cuts by the Federal Reserve are already priced into this market.We recommend investors stay with sectors of the market that benefit from low interest rates including consumer discretionary, industrials, technology, communications services and materials.The S&P 500 hit a new record high last week in a broad-based rally that was triggered by the Federal Reserve’s latest policy statement stating they will “act as appropriate to sustain the expansion.”.
来源：seekingalpha 2019-06-26 23:32The average growth rate in US expansions has been falling quite noticeably - and more or less steadily - since the 1970s.One of the most remarkable aspects of the current expansion is the aggressive and unorthodox response of central banks to the financial meltdown in 2008-09.The slowing growth of the US economy does not imply that recession is imminent.
来源：seekingalpha 2019-06-26 21:59
来源：seekingalpha 2019-06-26 21:59You can blame it on China, Iran, President Trump, the Fed or throw them all into the pot and blame the whole lot of them. It really doesn't make any difference, but what we have now is an inflection point.Whether you are a professional money manager, or an individual, I am now encouraging you to examine your portfolios, with great care, to see if you can maximize the results.Given the new attitude of the Fed, I do not expect to see higher yields for years, and possibly many, many years.The central banks now "are the Game" and the bond vigilantes have disappeared along with anyone that had the power, once upon a time, to fight the Fed.
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