高盛交易员:美股一路高歌 市场对衰退风险充耳不闻

格隆汇
Aug 06

格隆汇8月6日|高盛的一位宏观交易员表示,30%的美国经济衰退概率可能听起来像是一个警示信号,但全球股市仍保持坚挺,因为在当前的市场动能面前,“做空几乎显得不合常理”。“关键在于市场无法看到足够远的未来。这就是为什么它会忽视经济衰退风险,”Paolo Schiavone在报告中写道。他指出,投资者可能忽视劳动力市场放缓的可能性,转而关注强劲的流动性以及人工智能和财政信贷扩张等结构性增长主题。

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