Traders work on the floor of the New York Stock Exchange Spencer Platt/Getty Images

股票熊市已加载?

纽约—近几天来,许多投资者新年伊始的乐观被源自升息的经济减速担忧所打断。但要是股市在最近的暴跌后又迅速恢复牛市(至少短期牛市),也没有人会感到意外。尽管最近出现了暴跌,但支撑股市的情绪仍然与政治领导人所表达的谨慎不太一致。

很难苛责市场参与者的年初热情。在经历了稳固的2017年后,关键宏观经济数据——失业、通胀、消费者和企业情绪等——以及GDP预测都表明,2018年将继续出现强劲增长。

在美国和大部分主要经济体,着形成了过去十年中罕见的乐观时刻。首先,积极的宏观数据互相印证,而通胀被抑制得很好。此外,在经济周期到达应该表现出放缓信号的时候,国际货币金组织(IMF)却在近期向上修正了全球增长数据

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