Flooded suburban neighborhood

打压全球市场的三大担忧

伦敦—通常,人们总是期待1月份股市会开门红,因为新资金涌入投资基金,而与纳税问题相关的年底卖潮已经消退。尽管美国投资回报数据显示,从历史看,1月份的利润其实只略高于月度平均水平,但人们对向好的“一月效应”深信不疑,这让今年全球股市的疲软表现更加令人震惊。

但悲观派有很好的理由,虽然他们有时候会高估1月魔法。据路透社的一位统计学家的数据,华尔街在今年创出一个世纪以来的最大新年第一周跌幅,1月份MSCI世界指数下跌8%,表现比有记录的96%的月份更差。那么,世界经济应该要多担心?

眼下,似乎有三大担忧正在影响市场心理:中国、石油以及担心美国或全球衰退。

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