高盛和德银敲响警钟：美股尚未反映衰退风险

智通财经2022-11-28

高盛和德意志银行的策略师表示，明年美股将出现剧烈波动，因为它还没有反映出美国经济衰退的风险。Christian Mueller-Glissmann和 Cecilia Mariotti 等高盛策略师表示，模型显示，未来12个月美国经济增长放缓的概率为39%，但风险资产定价仅反映了11%的概率。他们表示:“这增加了明年出现进一步衰退恐慌的风险。”与此同时，德意志银行策略师Binky Chadha预计，...

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Alex_168
2022-11-28
Alex_168
衲指已经计价衰退了

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