外媒头条 | 高盛称美国利率市场低估了衰退风险

环球市场播报2022-06-28

全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、高盛：美国利率市场低估了经济衰退风险2、白宫：七国集团将对俄罗斯实施进一步制裁3、欧盟考虑降低天然气需求以应对俄罗斯供应中断风险4、美国5月份二手房签约量环比意外上升暂时结束六个月下行势头5、酝酿十余年来首次加息的欧洲央行宣布自下个月起延后决议公布时间6、瑞士最高刑事法庭作出历史性裁决瑞信洗钱案罪名成立高盛：美国利率市场低估了经济衰退风险高盛...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

MyKhoo
2022-06-28
MyKhoo
K
A_Isopod
2022-06-28
A_Isopod
[冷漠]
发发发超
2022-06-28
发发发超
打卡
- TEO3303:
  666
CSNeo
2022-06-28
CSNeo
[呆住]
潇湘yeyu
2022-06-28
潇湘yeyu
好
- A_Isopod:
  [冷漠]

Leave a comment

102

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2246874171?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/9a3d2181796ca2050515544f80928f0d","is_english":false,"pubTime":"2022-06-28 05:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2246874171","market":"hk","top_or_hot":-1,"title":"外媒头条 | 高盛称美国利率市场低估了衰退风险","media":"环球市场播报","content":"<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、高盛：美国利率市场低估了经济衰退风险2、白宫：七国集团将对俄罗斯实施进一步制裁3、欧盟考虑降低天然气需求 以应对俄罗斯供应中断风险4、美国5月份二手房签约量环比意外上升 暂时结束六个月下行势头5、酝酿十余年来首次加息的欧洲央行宣布自下个月起延后决议公布时间6、瑞士最高刑事法庭作出历史性裁决 瑞信洗钱案罪名成立高盛：美国利率市场低估了经济衰退风险高盛...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-28/doc-imizirav0875537.shtml\">Source Link</a>\n\n</div>\n","source":"sina_symbol","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>外媒头条 | 高盛称美国利率市场低估了衰退风险</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外媒头条 | 高盛称美国利率市场低估了衰退风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 05:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-28/doc-imizirav0875537.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、高盛：美国利率市场低估了经济衰退风险2、白宫：七国集团将对俄罗斯实施进一步制裁3、欧盟考虑降低天然气需求 以应对俄罗斯供应中断风险4、美国5月份二手房签约量环比意外上升 暂时结束六个月下行势头5、酝酿十余年来首次加息的欧洲央行宣布自下个月起延后决议公布时间6、瑞士最高刑事法庭作出历史性裁决 瑞信洗钱案罪名成立高盛：美国利率市场低估了经济衰退风险高盛...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-28/doc-imizirav0875537.shtml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4127","symbol_name":"投资银行业与经纪业","start_time":0,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-28/doc-imizirav0875537.shtml","article_id":"2246874171","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/9a3d2181796ca2050515544f80928f0d"],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-28/doc-imizirav0875537.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2246874171","pubTimestamp":1656366224,"sourceInfo":{"source_id":"sina_symbol","name":"新浪媒体新闻"},"weMediaInfo":null,"summary":"白宫：七国集团将对俄罗斯实施进一步制裁当地时间6月27日，美国白宫发表声明称，美国总统拜登当日将与七国集团领导人和乌克兰总统泽连斯基会面，七国集团将发表对俄罗斯的新制裁措施。欧盟考虑降低天然气需求 以应对俄罗斯供应中断风险俄罗斯供应减少对欧盟在应对俄乌冲突方面的团结性构成考验之际，欧盟正在寻找降低天然气需求的方法，以避免能源市场各自为政。瑞信集团因未能阻止毒贩的洗钱行为而受到指控。","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4127":"投资银行业与经纪业",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","GS":"高盛","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)",".SPX":"S&P 500 Index","BK4552":"Archegos爆仓风波概念"},"translate_title":"Foreign media headlines Goldman Sachs said that the US interest rate market underestimated the risk of recession","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1521ce1106d2b1ec3656f4bb26bdfc24","symbols_score_info":{"GS":1,".DJI":0.9,".IXIC":0.9,".SPX":0.9},"content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、高盛：美国利率市场低估了经济衰退风险2、白宫：七国集团将对俄罗斯实施进一步制裁3、欧盟考虑降低天然气需求 以应对俄罗斯供应中断风险4、美国5月份二手房签约量环比意外上升 暂时结束六个月下行势头5、酝酿十余年来首次加息的欧洲央行宣布自下个月起延后决议公布时间6、瑞士最高刑事法庭作出历史性裁决 瑞信洗钱案罪名成立高盛：美国利率市场低估了经济衰退风险高盛的利率策略师认为美国市场低估了2024年经济衰退的风险，该行加入了近期热门的押注美联储政策转鸽的行列。策略师Praveen Korapaty在6月24日的报告中表示，虽然过去几周市场对美联储政策利率的预期降至2023年初有限下行，但投资者对2024年联邦基金利率的定价仍然低估了衰退风险。通胀风险高企令衰退担忧对收益率曲线斜率的影响变得更为复杂。为了从市场这种错误定价中获利，高盛建议押注2023年3月和2024年3月欧洲美元合约曲线趋平，卖出2023年3月期货合约的看涨头寸，做多2024年3月期货合约。他们写道：“我们认为，这种结构应该在经济衰退开始情况下表现不错，风险来自立即衰退或是升息周期非常长”。白宫：七国集团将对俄罗斯实施进一步制裁当地时间6月27日，美国白宫发表声明称，美国总统拜登当日将与七国集团领导人和乌克兰总统泽连斯基会面，七国集团将发表对俄罗斯的新制裁措施。白宫声明称，美国将与七国集团协调实施的重大新制裁包括：对数百名个人和实体实施制裁，对数百种价值数十亿美元的俄罗斯产品征收关税，以及针对俄罗斯军事生产和供应链实施制裁。七国集团领导人将调整并扩大有针对性的制裁，以进一步限制俄罗斯获得关键服务和技术，限制俄罗斯参与全球市场，进一步打击其规避企图。此外，七国集团承诺为乌克兰提供预算支持和其他支持。欧盟考虑降低天然气需求 以应对俄罗斯供应中断风险俄罗斯供应减少对欧盟在应对俄乌冲突方面的团结性构成考验之际，欧盟正在寻找降低天然气需求的方法，以避免能源市场各自为政。欧盟对俄罗斯实施制裁后，天然气供应中断的增加促使各成员国加强了为冬季做准备的工作，寻求补充已被耗尽的库存。在周一于卢森堡举行的部长级会议上，欧盟能源专员Kadri Simson敦促实施更多节能措施和提高效率来降低实施天然气配给制的可能性。德国经济部长Robert Habeck警告称该国可能出现天然气短缺，并呼吁欧洲团结一致。“我们正在努力避免或尽量减少潜在的削减，计划于7月推出的准备方案将提出预防性减少需求的措施，”Simson在部长级会议后告诉记者。欧盟面临的最大挑战是确保有足够的储备来应对冬季取暖和电力需求高峰。充足的储备还可以起到缓冲作用，让天然气能够在欧盟内部跨国输送，以确保所有成员国都供应充足。如果危机升级，各国可以互相帮助。美国5月份二手房签约量环比意外上升 暂时结束六个月下行势头一项衡量美国二手房签约量的指标5月份意外出现七个月来的首次上升，但是对于房贷利率持续升高环境下的楼市而言，这不过是一次短暂的喘息而已。据美国全国房地产经纪人协会（NAR）周一公布的数据，10月份二手房签约量环比增长0.7%至99.9。接受调查的经济学家中值预期为下降4%。未经调整的二手房签约量同比下降12%。NAR指出，基于按10%首付比例计算的单户型住宅价格中值 ，自今年年初以来，每月按揭贷款增加了约800美元。NAR的首席经济学家Lawrence Yun在声明中表示，“尽管二手房销量较上月小幅增长，但房地产市场显然正在经历转型”。酝酿十余年来首次加息的欧洲央行宣布自下个月起延后决议公布时间如果你在等待欧洲央行十多年来的首次加息，那你得多等30分钟了。根据周一发布的声明，欧洲央行管理委员会的下一次决定和未来的公告将推迟半个小时发布，即延后到法兰克福时间下午2：15发布。行长克里斯蒂娜·拉加德的新闻发布会也将推迟15分钟--将从下午2：45开始。拉加德和她的同事们“预告”称，可能在7月21日的会议上加息25个基点，将是2011年以来的首次加息。欧洲央行的一位发言人称这个变化是“微小的技术调整”，未就此发表评论。原因可能包括：在做出决定后需要更多时间来准备公告，或是希望避免行长开场讲话与美国经济数据发布相重合（美国数据经常在周四法兰克福时间2：30公布）。或者，也有可能是官员们只是希望能有更长的午休时间。瑞士最高刑事法庭作出历史性裁决 瑞信洗钱案罪名成立可卡因，藏匿现金，运气不佳的保加利亚摔角手……在2月庭审的几天里，这些细节吸引了瑞士金融业的关注。瑞信集团因未能阻止毒贩的洗钱行为而受到指控。周一下午，瑞士最高刑事法庭做出判决，瑞信成为瑞士历史上第一家在刑事案件中被判定有罪的大型银行。涉案的前瑞信客户关系经理被裁定洗钱罪名成立，入狱20个月，缓期执行。瑞信面临200万瑞郎（210万美元）的罚款，并被要求赔偿1900万瑞郎，相当于该行纵容的洗钱金额。这一判决是对瑞信声誉的又一沉重打击，该行此前辩称犯罪的发生时间要追溯到该行合规标准不那么严格的时代。瑞信一直在努力应对一系列丑闻，其股价迄今跌至纪录低点附近，可能今年会因为另一起与本案无关的案件第二次面临刑事指控。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9046442064,"gmtCreate":1656380319558,"gmtModify":1676535818083,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":0},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046442064","repostId":2246874171,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9046423426,"gmtCreate":1656378451865,"gmtModify":1676535817482,"author":{"id":"4090234319856510","authorId":"4090234319856510","name":"A_Isopod","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":5,"crmLevelSwitch":1},"htmlText":"[冷漠]&nbsp;","listText":"[冷漠]&nbsp;","text":"[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046423426","repostId":2246874171,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":683264735,"gmtCreate":1656377316830,"gmtModify":1676533272896,"author":{"id":"3560988759906864","authorId":"3560988759906864","name":"发发发超","avatar":"https://static.tigerbbs.com/e220df1998088972a00fe2b483f70780","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"打卡","listText":"打卡","text":"打卡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/683264735","repostId":2246874171,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":102568092,"gmtCreate":1656379709492,"gmtModify":1663252882342,"authorId":3584996780381106,"author":{"id":3584996780381106,"authorId":3584996780381106,"name":"TEO3303","avatar":"https://static.tigerbbs.com/ebb3df17121a4e7c4165b8de426bacd4","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":683264735,"type":1,"supId":0,"prevId":0,"content":"666","text":"666","html":"666"}],"langContent":"CN"},{"id":9046481056,"gmtCreate":1656377028875,"gmtModify":1676535816891,"author":{"id":"3582532713393731","authorId":"3582532713393731","name":"CSNeo","avatar":"https://community-static.tradeup.com/news/edfed0645bc1915131a193d511cf50f9","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046481056","repostId":2246874171,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":683261769,"gmtCreate":1656374112252,"gmtModify":1676533272647,"author":{"id":"3466504869240010","authorId":"3466504869240010","name":"潇湘yeyu","avatar":"https://static.tigerbbs.com/6865c45f503080037464ed8839ee9e85","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/683261769","repostId":2246874171,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":102567516,"gmtCreate":1656378458946,"gmtModify":1663252881233,"authorId":4090234319856510,"author":{"id":4090234319856510,"authorId":4090234319856510,"name":"A_Isopod","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":683261769,"type":1,"supId":0,"prevId":0,"content":"[冷漠]","text":"[冷漠]","html":"[冷漠]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":102,"commentSize":5,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2246874171"}