小摩：2023年市场最大风险是经济不衰退_老虎社区_美港股上老虎

小摩：2023年市场最大风险是经济不衰退

智通财经网2023-02-01

小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨...

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赵赵0429
·2023-02-01
学习了
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荷马先生
·2023-02-01
年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱
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- 大王834111:
  不错
  2023-02-01
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- dingdibg:
  感谢分享
  2023-02-01
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- 云中梧桐:
  [微笑]
  2023-02-01
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href=http://www.zhitongcaijing.com/content/detail/869739.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/869739.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11c9defb5a6364fafa902e502b1d3974","relate_stocks":{"BK4550":"红杉资本持仓","BK4207":"综合性银行","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) 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Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":622102476,"gmtCreate":1675254971195,"gmtModify":1675256375890,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","listText":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","text":"年初也是你们说衰退的风险，把市场吓得屁滚尿流，现在又想这样做空赚钱，乱中获利，左右都是你们说的，脑子神经混乱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/622102476","repostId":2308081283,"repostType":4,"repost":{"id":"2308081283","pubTimestamp":1675246269,"share":"https://www.laohu8.com/m/news/2308081283?lang=&edition=full","pubTime":"2023-02-01 18:11","market":"us","language":"zh","title":"小摩：2023年市场最大风险是经济不衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2308081283","media":"智通财经网","summary":"小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和","content":"<html><head></head><body><p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。</p><p>自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。</p><p>标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。</p><p>但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。</p><p>美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=http://www.zhitongcaijing.com/content/detail/869739.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小摩策略师Mike Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/869739.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11c9defb5a6364fafa902e502b1d3974","relate_stocks":{"BK4550":"红杉资本持仓","BK4207":"综合性银行","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) 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Bell表示，目前市场面临的最大威胁是，如果经济衰退没有成为现实，将迫使美联储继续保持鹰派立场，这将迫使美联储加息幅度超过预期以遏制通胀。如果美联储不能像市场预期的那样降息，股市和债市都会下跌。自去年3月以来，美联储一直在积极加息，以遏制通胀。一系列经济数据表明，物价正在降温，但由于紧缩的货币政策导致经济放缓，市场正在为衰退做准备。标普500指数和纳斯达克指数过去一个月分别上涨近6%和11%，因为华尔街预计美联储将扭转为应对经济低迷而采取的紧缩政策。但如果美国经济仍未衰退，工资增长保持在高位，那么美联储将不会像预期的那样降息，而是不得不在今年下半年恢复加息，加息幅度将高于华尔街目前的预期。但Bell表示，小摩基本预测2023年将出现经济衰退，这将缓和工资压力，那么美联储将在2024年降息。“我最乐观的猜测是，美联储将在2024年底前将利率降至2.5%左右”。美联储为期两天的政策会议将于本周三结束，预计加息幅度将是近一年来最小的一次。本次预计加息25个基点，今年晚些时候将再加息25个基点，市场普遍预计这将使美联储利率升至4.75%-5.00%。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7852902,"gmtCreate":1675258418398,"gmtModify":1675258431542,"authorId":4126081247367592,"author":{"id":4126081247367592,"authorId":4126081247367592,"name":"大王834111","avatar":"https://static.tigerbbs.com/68691e9564870606bffbc2b20524e550","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":622102476,"type":1,"supId":0,"prevId":0,"content":"不错","text":"不错","html":"不错"},{"id":7852868,"gmtCreate":1675257281132,"gmtModify":1675257294422,"authorId":3494827487225209,"author":{"id":3494827487225209,"authorId":3494827487225209,"name":"dingdibg","avatar":"https://static.tigerbbs.com/b7b17454644aee77f68e0e7df7924e3e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":622102476,"type":1,"supId":0,"prevId":0,"content":"感谢分享","text":"感谢分享","html":"感谢分享"},{"id":7852861,"gmtCreate":1675256917348,"gmtModify":1675256930577,"authorId":3570100124824816,"author":{"id":3570100124824816,"authorId":3570100124824816,"name":"云中梧桐","avatar":"https://static.tigerbbs.com/8d6b9da5ab9b1439a5866b2dda18152e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":622102476,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}