华尔街“大空头”：即使美联储转变立场，也无法阻止企业盈利萎缩

智通财经网2022-10-03

华尔街知名空头、摩根士丹利首席美国股票策略师Michael Wilson周日发表报告称：“我们发现M2增长处于我们所称的‘危险区’，即金融或经济危机往往可能发生的区域。”他指出，美联储可能会在某个时候转变立场，但时机仍不确定，而且也不会减轻市场对企业盈利的担忧。Wilson曾预测今年股市将出现抛售，他表示，美国、欧元区和日本的美元M2同比变化率自2015年3月以来首次转为负值，这种紧缩是不可持续...

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