一开始担忧经济衰退要_老虎社区_美港股上老虎

2022-12-22

一开始担忧经济衰退要跌，后面证明经济出现了正增长没有衰退又担心加息也要跌，加息之后又怕衰退又跌，就是为了跌而跌哪那么多利空

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

祯祥
2022-12-23
祯祥
好
韭菲
2022-12-23
韭菲
牛逼
BeatEstimate
2022-12-23
BeatEstimate
[开心]
马田一丁
2022-12-23
马田一丁
[微笑]

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":621097579,"tweetId":"621097579","gmtCreate":1671723725391,"gmtModify":1671724427259,"author":{"id":3583757196917059,"idStr":"3583757196917059","authorId":3583757196917059,"authorIdStr":"3583757196917059","name":"未知花开","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>一开始担忧经济衰退要跌，后面证明经济出现了正增长没有衰退又担心加息也要跌，加息之后又怕衰退又跌，就是为了跌而跌哪那么多利空</p></body></html>","htmlText":"<html><head></head><body><p>一开始担忧经济衰退要跌，后面证明经济出现了正增长没有衰退又担心加息也要跌，加息之后又怕衰退又跌，就是为了跌而跌哪那么多利空</p></body></html>","text":"一开始担忧经济衰退要跌，后面证明经济出现了正增长没有衰退又担心加息也要跌，加息之后又怕衰退又跌，就是为了跌而跌哪那么多利空","highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/621097579","repostId":1152202880,"repostType":4,"repost":{"id":"1152202880","pubTimestamp":1671722460,"share":"https://www.laohu8.com/m/news/1152202880?lang=&edition=full","pubTime":"2022-12-22 23:21","market":"us","language":"zh","title":"美国三季度GDP增长大幅上修，美联储明年降息无望？","url":"https://stock-news.laohu8.com/highlight/detail?id=1152202880","media":"金十数据","summary":"美国经济的弹性可能让降息“梦碎”？周四，由于出口和消费强劲，美国第三季度实际GDP年化季率终值录得3.2%，大幅超过预期的2.90%，前值为2.90%，初值为2.6%。这是美国经济连续两个季度萎缩后首","content":"<html><head></head><body><blockquote><b>美国经济的弹性可能让降息“梦碎”？</b></blockquote><p>周四，由于出口和消费强劲，美国第三季度实际GDP年化季率终值录得3.2%，大幅超过预期的2.90%，前值为2.90%，初值为2.6%。这是美国经济连续两个季度萎缩后首次实现了正增长；消费的强劲再度超乎市场预期，美国第三季度实际个人消费支出季率终值录得2.3%，高于预期和前值的1.7%。</p><p>与此同时，通胀形势依旧严峻，美国第三季度核心PCE物价指数年化季率终值录得4.7%，高于预期和前值4.60%；劳动力市场依旧紧张，美国至12月17日当周初请失业金人数录得21.6万人，低于预期的22.2万人，前值为21.1万人。</p><p>这些数据突显出，尽管利率上升和通胀高企，但消费者和企业的需求依然强劲。强劲的劳动力市场和工资增长支撑了家庭支出，但尚不清楚这种支出势头能否延续到2023年。</p><p>机构分析指出，美国经济在经历了今年上半年的收缩后，在第三季度出现反弹。尽管人们对衰退的担忧日益加剧，房地产市场也陷入低迷，但对第四季度经济增长的预期高达2.7%，消费者将承担重任，疫情期间积累的储蓄也为这一增长提供了支撑。</p><p><b>大摩、高盛：市场可能误判美联储加息路径</b></p><p>美国经济的弹性增加了美联储坚持鹰派的可能性，那么市场可能会犯下过于乐观的错误。摩根士丹利投资管理公司固定收益投资组合经理吉姆·卡隆（Jim Caron）就警告，<b>市场可能低估了美联储愿意采取多大措施来遏制通胀的决心。</b></p><p>Caron周三表示，他认为美联储的加息周期没有充分反映在价格中，“市场反映的是人们预期利率会下降，但我们需要多关注下政策制定者们的说法以及他们对通胀的担忧”。</p><p>在通胀得到控制之前，政策制定者继续强化他们关于需要提高利率和收紧货币政策的鹰派信息。上周，几位政策制定者强调美联储将致力于实现2%的通胀目标，并需要有明确的证据表明价格压力有所缓解。</p><p>Caron表示，除非发生戏剧性的事情，否则预计美联储将在一段时间内将利率维持在5.25%，以确保通胀得到控制。“美联储需要完成这项工作”。</p><p>高盛首席经济学家Jan Hatzius周三也称，他预计美联储不会在2023年降息，但这主要是因为他比大多数专家更乐观地认为美国经济能否避免衰退。</p><p>Hatzius在接受CNBC采访时预测，由于金融环境收紧和货币政策紧缩会限制劳动力市场并降低GDP增长，<b>但不足以引发经济衰退，这将阻止美联储在年内降低利率</b>。他说：</p><blockquote>“我认为，美联储在通胀仍高于目标，而经济并未进入衰退的环境加息的门槛相对较高。”</blockquote><p>Hatzius补充说，展望2023年，即使有更多的加息，整体加息幅度应该在75个基点，这与美联储的预测相似。他预计金融状况受到的拖累会更小。</p><p>与此同时，这位高盛经济学家认为，随着整体通胀回落，实际家庭可支配收入增加，以及消费者信心上升，将使经济获得增长的支撑。</p><p>Hatzius承认，他对明年的经济预测比华尔街的大多数人都乐观。他估计经济衰退的可能性为35%，而世界大型企业联合会（The Conference Board）最新的一项面向CEO的调查显示可能性为60%-65% 。</p></body></html>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国三季度GDP增长大幅上修，美联储明年降息无望？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国三季度GDP增长大幅上修，美联储明年降息无望？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-22 23:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/104651?id=104651><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国经济的弹性可能让降息“梦碎”？周四，由于出口和消费强劲，美国第三季度实际GDP年化季率终值录得3.2%，大幅超过预期的2.90%，前值为2.90%，初值为2.6%。这是美国经济连续两个季度萎缩后首次实现了正增长；消费的强劲再度超乎市场预期，美国第三季度实际个人消费支出季率终值录得2.3%，高于预期和前值的1.7%。与此同时，通胀形势依旧严峻，美国第三季度核心PCE物价指数年化季率终值录得...</p>\n\n<a href=\"https://xnews.jin10.com/details/104651?id=104651\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/104651?id=104651","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152202880","content_text":"美国经济的弹性可能让降息“梦碎”？周四，由于出口和消费强劲，美国第三季度实际GDP年化季率终值录得3.2%，大幅超过预期的2.90%，前值为2.90%，初值为2.6%。这是美国经济连续两个季度萎缩后首次实现了正增长；消费的强劲再度超乎市场预期，美国第三季度实际个人消费支出季率终值录得2.3%，高于预期和前值的1.7%。与此同时，通胀形势依旧严峻，美国第三季度核心PCE物价指数年化季率终值录得4.7%，高于预期和前值4.60%；劳动力市场依旧紧张，美国至12月17日当周初请失业金人数录得21.6万人，低于预期的22.2万人，前值为21.1万人。这些数据突显出，尽管利率上升和通胀高企，但消费者和企业的需求依然强劲。强劲的劳动力市场和工资增长支撑了家庭支出，但尚不清楚这种支出势头能否延续到2023年。机构分析指出，美国经济在经历了今年上半年的收缩后，在第三季度出现反弹。尽管人们对衰退的担忧日益加剧，房地产市场也陷入低迷，但对第四季度经济增长的预期高达2.7%，消费者将承担重任，疫情期间积累的储蓄也为这一增长提供了支撑。大摩、高盛：市场可能误判美联储加息路径美国经济的弹性增加了美联储坚持鹰派的可能性，那么市场可能会犯下过于乐观的错误。摩根士丹利投资管理公司固定收益投资组合经理吉姆·卡隆（Jim Caron）就警告，市场可能低估了美联储愿意采取多大措施来遏制通胀的决心。Caron周三表示，他认为美联储的加息周期没有充分反映在价格中，“市场反映的是人们预期利率会下降，但我们需要多关注下政策制定者们的说法以及他们对通胀的担忧”。在通胀得到控制之前，政策制定者继续强化他们关于需要提高利率和收紧货币政策的鹰派信息。上周，几位政策制定者强调美联储将致力于实现2%的通胀目标，并需要有明确的证据表明价格压力有所缓解。Caron表示，除非发生戏剧性的事情，否则预计美联储将在一段时间内将利率维持在5.25%，以确保通胀得到控制。“美联储需要完成这项工作”。高盛首席经济学家Jan Hatzius周三也称，他预计美联储不会在2023年降息，但这主要是因为他比大多数专家更乐观地认为美国经济能否避免衰退。Hatzius在接受CNBC采访时预测，由于金融环境收紧和货币政策紧缩会限制劳动力市场并降低GDP增长，但不足以引发经济衰退，这将阻止美联储在年内降低利率。他说：“我认为，美联储在通胀仍高于目标，而经济并未进入衰退的环境加息的门槛相对较高。”Hatzius补充说，展望2023年，即使有更多的加息，整体加息幅度应该在75个基点，这与美联储的预测相似。他预计金融状况受到的拖累会更小。与此同时，这位高盛经济学家认为，随着整体通胀回落，实际家庭可支配收入增加，以及消费者信心上升，将使经济获得增长的支撑。Hatzius承认，他对明年的经济预测比华尔街的大多数人都乐观。他估计经济衰退的可能性为35%，而世界大型企业联合会（The Conference Board）最新的一项面向CEO的调查显示可能性为60%-65% 。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1654,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":119,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7796378,"commentId":"7796378","gmtCreate":1671742606492,"gmtModify":1671742620064,"authorId":4132115504760590,"author":{"id":4132115504760590,"idStr":"4132115504760590","authorId":4132115504760590,"name":"祯祥","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":621097579,"objectIdStr":"621097579","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好","text":"好","html":"好","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7796298,"commentId":"7796298","gmtCreate":1671727092079,"gmtModify":1671728618911,"authorId":3557367555968241,"author":{"id":3557367555968241,"idStr":"3557367555968241","authorId":3557367555968241,"name":"韭菲","avatar":"https://static.tigerbbs.com/01db3083792a9a8a082c603b4be09eb7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":621097579,"objectIdStr":"621097579","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":" 牛逼","text":" 牛逼","html":" 牛逼","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7796305,"commentId":"7796305","gmtCreate":1671727360845,"gmtModify":1671727374454,"authorId":3471090196606151,"author":{"id":3471090196606151,"idStr":"3471090196606151","authorId":3471090196606151,"name":"BeatEstimate","avatar":"https://static.tigerbbs.com/1d26581a320e4cf16aa90994a34afecd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":621097579,"objectIdStr":"621097579","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[开心]","text":"[开心]","html":"[开心]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7796300,"commentId":"7796300","gmtCreate":1671727214633,"gmtModify":1671727227986,"authorId":212183339060460,"author":{"id":212183339060460,"idStr":"212183339060460","authorId":212183339060460,"name":"马田一丁","avatar":"https://static.tigerbbs.com/7502666578f96e97eb7059cadf9fb07b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":621097579,"objectIdStr":"621097579","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[微笑]","text":"[微笑]","html":"[微笑]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/621097579"}