美国经济可能”内爆“，在这之前还能买什么？

美港电讯2021-05-10

通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。 Michael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a "highly risk-on event"），因为在最近...

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精彩评论

BTW
2021-05-11
BTW
打卡
gwp0123
2021-05-11
gwp0123
内爆是啥意思
- tw0303:
  哈哈哈哈红红火火
BP小林
2021-05-11
BP小林
666
Daniel_bao
2021-05-11
Daniel_bao
关注下。。。。。
Leonloon
2021-05-11
Leonloon
[呆住] [呆住] [呆住] [呆住]
- Zongzi_xin:
  帮忙回复下，谢谢
- ccssyy:
  [喷血]
- Leonloon:
  [得意][得意][得意][得意]
- Leonloon:
  [得意][得意][得意][得意]
- Leonloon:
  加油
出发vip
2021-05-10
出发vip
抱一个那个

发表看法

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5家公司的市值，相当于全球GDP排行榜上位居第三的国家GDP体量。\n政策方面，好消息是，美联储一直比较友好，至今没有放出收紧的风声。不好的消息是，尽管嘴上不说，全球4大央行QE规模是在逐渐减少的。从2020年的8.5万亿美元降至2021年的3.4万亿美元，22年仅为0.4万亿美元；在今年的第二季度第三季度，“宏观经济越强，QE规模缩减越快，缩减的量越大。”\n利润方面，Michael Hartnett指出，中国债券年初至今的表现优于股票，而在第二季度，30年期中国国债的表现优于纳斯达克指数。与此同时，周期性的石油表现超过黄金。不过，美国银行的全球每股收益模型（Global EPS model）显示，全球每股收益增长将达到峰值，这是未来利润最高点的最明显迹象是4月份36%的增长率。\n而密切跟踪ISM的SOX半导体指数也未能创出新高，即超过3300。接下来几个月，随着全球经济重新开放，每股收益修正峰值随即到来。\nMichael Hartnett 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