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US Semiconductor Equipment Billings (3MMA, YoY) 2 Month Lead vs Taiwan Business Cycle Monitoring Indicator 2 Month Lead vs US ISM PMI Order minus Inventories
The Monitoring Indicator is score-based and divided into five traffic light signals:
1. Re
REITS:房地產信托,與房地產景氣正相關,房貸利率可以做為領先觀察指標,利率上行時期不利REITS表現,最好的投資時點:房貸利率、10年期抗通膨殖利率從高點回落、(景氣衰退時例外),同時買入時點在標普-房地產成份股大于50均線比例低于25%時較為理想。