一场“快闪式经济衰退”恐将来临，这对美股意味着什么

102
4
Favorite

一场“快闪式经济衰退”恐将来临，这对美股意味着什么

FX1682021-08-22

华尔街顶尖投行——美国银行(Bank of America)策略师表示，今年晚些时候，有几个指标显示美国将出现“快闪式经济衰退”(flash recession)。最近，由于新冠疫情德尔塔变种株抑制了全球供应链和需求，美国经济增长数据一直低于预期。美国银行策略师在周五(8月20日)发布的一份报告中警告称，近期美国经济前景黯淡，今年可能会出现“快闪式经济衰退”。所谓“快闪式经济衰退”，是指经济...

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.

102

Report

Comment（4）

阿德里亚诺89
·2021-08-22
Hao
Reply
1
Report
Fold Replies
- 阿德里亚诺89:
  Hao
  2021-08-22
  Reply
  Report
Yap Wai Hong
·2021-08-22
[微笑]
Reply
1
Report
Fold Replies
- Dividend Investing:
  good
  2021-08-22
  Reply
  Report
龙胆虎威
·2021-08-22
??
Reply
5
Report
Fold Replies
- TEO3303:
  ?
  2021-08-22
  Reply
  Report
jy17
·2021-08-22
[財迷]
Reply
4
Report
Fold Replies
- Savage_Never:
  做任务嘿嘿嘿求赞求评论蟹蟹
  2021-08-22
  Reply
  Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2161741771?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/191be57ba80120d79dfd381a21a20519","is_english":false,"pubTime":"2021-08-22 10:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2161741771","market":"us","top_or_hot":-1,"title":"一场“快闪式经济衰退”恐将来临，这对美股意味着什么","media":"FX168","content":"<div>\n<p>华尔街顶尖投行——美国银行(Bank of America)策略师表示，今年晚些时候，有几个指标显示美国将出现“快闪式经济衰退”(flash recession)。\n最近，由于新冠疫情德尔塔变种株抑制了全球供应链和需求，美国经济增长数据一直低于预期。美国银行策略师在周五(8月20日)发布的一份报告中警告称，近期美国经济前景黯淡，今年可能会出现“快闪式经济衰退”。\n所谓“快闪式经济衰退”，是指经济...</p>\n\n<a href=\"https://www.fx168.com/usstock/2108/5285590.shtml\">Source Link</a>\n\n</div>\n","source":"fxdaily_fut","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>一场“快闪式经济衰退”恐将来临，这对美股意味着什么</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一场“快闪式经济衰退”恐将来临，这对美股意味着什么\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-22 10:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.fx168.com/usstock/2108/5285590.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街顶尖投行——美国银行(Bank of America)策略师表示，今年晚些时候，有几个指标显示美国将出现“快闪式经济衰退”(flash recession)。\n最近，由于新冠疫情德尔塔变种株抑制了全球供应链和需求，美国经济增长数据一直低于预期。美国银行策略师在周五(8月20日)发布的一份报告中警告称，近期美国经济前景黯淡，今年可能会出现“快闪式经济衰退”。\n所谓“快闪式经济衰退”，是指经济...</p>\n\n<a href=\"https://www.fx168.com/usstock/2108/5285590.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":"161125","symbol_name":"标普500","start_time":0,"source_url":"https://www.fx168.com/usstock/2108/5285590.shtml","article_id":"2161741771","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/191be57ba80120d79dfd381a21a20519"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2161741771","pubTimestamp":1629600849,"sourceInfo":{"source_id":"fxdaily_fut","name":"FX168"},"weMediaInfo":null,"summary":"华尔街顶尖投行——美国银行(Bank of America)策略师表示，今年晚些时候，有几个指标显示美国将出现“快闪式经济衰退”(flash recession)。\n最近，由于新冠疫情德尔塔变种株抑制","collect":0,"end_time":0,"defaultTopTitle":"fx168.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","BAC":"美国银行","SPXU":"三倍做空标普500ETF","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","IVV":"标普500指数ETF"},"translate_title":"A \"flash recession\" is coming. What does this mean for US stocks","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/786ce29ce199aa71bd04eec7fd80bfc5","symbols_score_info":{"161125":0.9,"513500":0.9,".SPX":0.9,"BAC":0.9,"ESmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SSO":0.9,"UPRO":0.9},"content_text":"华尔街顶尖投行——美国银行(Bank of America)策略师表示，今年晚些时候，有几个指标显示美国将出现“快闪式经济衰退”(flash recession)。\n最近，由于新冠疫情德尔塔变种株抑制了全球供应链和需求，美国经济增长数据一直低于预期。美国银行策略师在周五(8月20日)发布的一份报告中警告称，近期美国经济前景黯淡，今年可能会出现“快闪式经济衰退”。\n所谓“快闪式经济衰退”，是指经济产出出现短暂、突然的下降。而标准的经济衰退，是指经济活动连续至少两个季度下降。\n美国银行指出了投资者似乎对经济增长感到担忧的三个原因。\n首先，美债收益率曲线(即长期和短期债券收益率之差)已经下降。自第一季度结束以来，10年期和2年期美国国债的收益率差已从1.59个百分点降至1.02个百分点。这意味着投资者认为，即使通胀居高不下，未来的经济需求仍将不断减弱。\n其次，对经济需求做出反应的大宗商品价格一直在下跌，原油和铜的价格从2021年的高点分别下跌了16%和13%。\n第三，收益对经济需求变化更敏感的小盘股受到了冲击。罗素2000指数较3月中旬创下的历史高点下跌了近8%。\n美银策略师们认为，如果经济需求真的从现在开始减弱，制造业可能会受到特别的影响。\n衡量制造业活动的ISM指数显示，制造业活动今年早些时候同比增长近50%，为2011年以来的最高增速。美银首席投资策略师Michael Hartnett写道，自那以来，这一增速已放缓至10%左右，到10月份可能转为负增长。这种下降可能与整体经济产出的下降或负增长相一致。\n美国银行的数据显示，制造业活动的任何下降都将对美国股市不利。\nISM采购经理人指数的同比变动与标普500指数的同比变动密切相关。美银策略师们认为，如果制造业活动收缩，标普500指数将大幅下跌。Hartnett写道，美银的观点是，今年下半年股市将出现负回报。\n投资者主要担心的是滞胀的威胁，即经济增长疲软伴高通胀。\n今年，随着各州各国重新开放，数万亿美元的财政刺激提振了需求，通货膨胀加剧。现在，随着德尔塔变种迫使全球港口和工厂关闭，导致供应短缺，最终使成本上升，供应链受限的情况正在恶化。\nHartnett指出：“通货膨胀现在正在引发滞胀。”投资者需要继续观察德尔塔变种的发展轨迹。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":832254629,"gmtCreate":1629643902261,"gmtModify":1676530084895,"author":{"id":"4089935716745030","authorId":"4089935716745030","name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4089935716745030","authorIdStr":"4089935716745030"},"htmlText":"Hao","listText":"Hao","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832254629","repostId":2161741771,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5609519,"gmtCreate":1629643922225,"gmtModify":1663232740039,"authorId":4089935716745030,"author":{"id":4089935716745030,"idStr":"4089935716745030","authorId":4089935716745030,"name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":832254629,"type":1,"supId":0,"prevId":0,"content":"Hao","text":"Hao","html":"Hao"}],"langContent":"EN"},{"id":832860952,"gmtCreate":1629606812776,"gmtModify":1676530078926,"author":{"id":"4088247795049920","authorId":"4088247795049920","name":"Yap Wai Hong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":3,"crmLevelSwitch":1,"idStr":"4088247795049920","authorIdStr":"4088247795049920"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832860952","repostId":2161741771,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5608477,"gmtCreate":1629632191586,"gmtModify":1663232736636,"authorId":3582028836908731,"author":{"id":3582028836908731,"idStr":"3582028836908731","authorId":3582028836908731,"name":"Dividend Investing","avatar":"https://community-static.tradeup.com/news/81d67c4340846e48f7d51d130e813138","vip":1,"currentWearingBadge":{"badgeId":"23f878ed27704312ae41c7f17e73b319-4","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 10%","bigImgUrl":"https://community-static.tradeup.com/news/15d4b5a89fa218ed3a35da1a05874cf6","smallImgUrl":"https://community-static.tradeup.com/news/16e2b28d75d7746886400fad4f4ec3e3","grayImgUrl":"https://community-static.tradeup.com/news/6f578d36f80e1a3d9c705f395e522048","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.31","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":832860952,"type":1,"supId":0,"prevId":0,"content":"good","text":"good","html":"good"}],"langContent":"CN"},{"id":832146408,"gmtCreate":1629601263804,"gmtModify":1676530077264,"author":{"id":"3584413085104276","authorId":"3584413085104276","name":"龙胆虎威","avatar":"https://static.tigerbbs.com/7e974532c287783711b1500e45fd3631","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3584413085104276","authorIdStr":"3584413085104276"},"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832146408","repostId":2161741771,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5605670,"gmtCreate":1629604368718,"gmtModify":1663232724732,"authorId":3584996780381106,"author":{"id":3584996780381106,"idStr":"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":832146408,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"}],"langContent":"EN"},{"id":832141483,"gmtCreate":1629601138842,"gmtModify":1676530077088,"author":{"id":"4090908166080110","authorId":"4090908166080110","name":"jy17","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4090908166080110","authorIdStr":"4090908166080110"},"htmlText":"[財迷]&nbsp;","listText":"[財迷]&nbsp;","text":"[財迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832141483","repostId":2161741771,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5609190,"gmtCreate":1629640521173,"gmtModify":1663232741538,"authorId":3572046493348009,"author":{"id":3572046493348009,"idStr":"3572046493348009","authorId":3572046493348009,"name":"Savage_Never","avatar":"https://static.tigerbbs.com/e8c5d3c6800ec12c32423a3100658845","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":832141483,"type":1,"supId":0,"prevId":0,"content":"做任务嘿嘿嘿求赞求评论蟹蟹","text":"做任务嘿嘿嘿求赞求评论蟹蟹","html":"做任务嘿嘿嘿求赞求评论蟹蟹"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":102,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}