【高盛:受“衰退风险”影响 美股可能会下跌约20%】金色财经报道,高盛表示,美国股市面临近20%的下跌风险,衰退对股市来说是一个巨大的风险。在周四的播客中,高盛首席经济学家Jan Hatzius和首席全球股票策略师Peter Oppenheimer显得格外谨慎。Hatzius重申“未来12个月美国经济衰退可能性为45%”这一预期,承认近期数据好坏参半,既有情绪调查等疲软的软数据,也有最新的非农就业数据等较好的硬数据。高盛首席政治经济学家Alec Phillips警告说,美国总统围绕与英国的贸易协议的评论表明,许多国家最终将面临比特朗普连任前更高的关税。
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