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2022-08-05

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Foreign media headlines | Wall Street warns that the recent rebound in US stocks is unsustainable

　　美国银行新上任的美国首席经济学家Michael Gapen预计本季度GDP将下降0.5%，然后保持萎缩势头直到2023年初。　　他预计，随着各种因素削弱美国经济发展势头，幅度“较浅”的衰退将持续到至少明年。　　高盛集团和Sanford C． Bernstein的策略师警告称，随着宏观经济数据继续恶化以及盈利预测大幅下调，股市近期快速反弹的势头不会持续。　　英国央行实施27年来最大幅度加息，并警告称，在通胀飙升的压力下，英国可能迎来超过一年的经济衰退。

Foreign media headlines | Wall Street warns that the recent rebound in US stocks is unsustainable

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U.S. GDP may shrink in the third quarter. Listen to the views of five economists</b><b>2、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>With Bernstein strategists warning: The recent big rebound in U.S. stocks is unsustainable</b><b></b><b>3. Cleveland Fed president reiterates the Fed's determination to curb inflation through rate hike</b><b>4. U.S. 30-year mortgage rates fell below 5% to their lowest level since early April</b><b>5. The Bank of England implements the largest rate hike since 1995 and warns of a long-term economic recession</b><b>6. Credit Suisse considers laying off thousands of employees around the world to reduce costs by another $1 billion</b><img src=\"https://static.tigerbbs.com/4f5c687ed905c8fd8f468f16a47fc879\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. GDP Could Still Shrink in Q3 Hear Five Economists' Views</b></p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Newly appointed U.S. chief economist Michael Gapen expects GDP to decline by 0.5% this quarter and then maintain the contraction momentum until early 2023.</p><p>Gapen said that as inflation raises the cost of necessities such as food and energy, consumers feel the impact of real incomes, which in turn hits consumer confidence.</p><p>\"We're definitely in the middle of a recession,\" said John Dunham, managing partner at research firm John Dunham & Associates.</p><p>He predicts that the \"shallower\" recession will last until at least next year as various factors weaken the momentum of U.S. economic development. \"Inflation is likely to remain high or even much worse for the foreseeable future, depending on international relations, U.S. fiscal, monetary policy, and regulatory policies that seem to have worsened a lot.\"</p><p>An academic economist stressed that negative GDP growth in the second quarter is a preliminary data and is likely to be revised. However, Leo Feler of the Anderson Center for Economics at UCLA said, \"I think the combination of rate hike and declining consumer demand could lead to further widespread economic contraction later this year and early 2023.\"</p><p>Consumers are burning through their savings over the past two years, Feler said. \"It doesn't look like we're in a recession yet, still in the early stages of a tightening cycle.\"</p><p><img src=\"https://static.tigerbbs.com/324e107ff5f6434a6935a874ff3b2549\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Goldman Sachs and Bernstein strategists warn: The recent big rebound in U.S. stocks is unsustainable</b></p><p>Strategists at Goldman Sachs Group Inc. and Sanford C. Bernstein have warned that the recent rapid rally in stocks will not last as macroeconomic data continues to deteriorate and earnings forecasts are slashed.</p><p>\"If there is no clear signal that macro momentum is turning to the positive side, a short-term recovery in risk appetite may actually increase the risk of another stock market decline, rather than indicating that the bear market is coming to an end,\" Goldman Sachs strategist Cecilia Mariotti and others wrote in the report on August 4.</p><p>Goldman Sachs strategists said that as investors flock to the stock market again in recent weeks, market allocation has improved compared with the very pessimistic level in June, and the shift in asset allocation may boost the gains in the short term. But at the end of the day, strategists say, they \"don't believe we are now past the'real 'allocation trough, and we think the road ahead may be more dependent on macroeconomic data from here on out.\"</p><p>Bernstein strategists Sarah McCarthy and Mark Diver said in a report on Thursday that with the outflow of funds from stock funds, the cycle of earnings forecast revisions has just begun.</p><p><img src=\"https://static.tigerbbs.com/9358e0ddd9822113fc9217c770b8ec11\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Cleveland Fed chief reiterates Fed's determination to curb inflation through rate hike</b></p><p>Cleveland Fed President Loretta Mester said the Fed is committed to cooling inflation and that further rate hike is needed to dampen demand.</p><p>\"We are committed to bringing inflation down to\" our 2% target, which will require further rate hike, Mester said at an event hosted by the Economic Club of Pittsburgh on Thursday. This remark is consistent with her speech earlier this week.</p><p>Mester called the U.S. economy \"not in recession\" and explained that the shrinking gross domestic product in the second quarter indicated \"slowing consumption growth, not negative growth.\"</p><p>In an effort to cool inflation, which has hit a 40-year high, the Federal Reserve raised interest rates by 75 basis points for the second time in a row last month, which is also the most aggressive rate hike action by the central bank in more than a generation.</p><p>Fed policymakers who spoke this week promised to continue rate hike and resisted expectations that the Fed might be about to shift to a phase of less aggressive tightening.</p><p><img src=\"https://static.tigerbbs.com/b8be6da50917bee729a99ba0e14d16a1\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. 30-year mortgage rate falls below 5% to lowest level since early April</b></p><p>U.S. mortgage rates fell below 5% for the first time in nearly four months, giving borrowers a temporary sigh of relief.</p><p>Freddie Mac data released Thursday showed the average 30-year mortgage rate fell to 4.99% from 5.3% last week, the lowest level since early April and the biggest weekly drop since early July.</p><p>\"Mortgage rates are volatile due to both forces of high inflation and slowing economic growth,\" said Sam Khater, chief economist at Freddie Mac.</p><p><img src=\"https://static.tigerbbs.com/e857b1784fba1b2aff0b29600a0eaa8f\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Bank of England imposes biggest rate hike since 1995 and warns of prolonged recession</b></p><p>The Bank of England has implemented its biggest rate hike in 27 years and warned that the UK could usher in a recession of more than a year amid the pressure of soaring inflation.</p><p>Rate hike's decision of 0.5 percentage points to 1.75% was supported by eight of the nine members of the Monetary Policy Committee. The central bank also promised to take strong action again if necessary in the future, possibly conducting similar rate hike at the next few meetings.</p><p>Officials expect the UK economy to start a recession in the fourth quarter and continue until the end of next year. This will be the longest recession since the financial crisis. Officials expect the economy to shrink by about 2.1% in total.</p><p>The Bank of England also expects inflation to peak at 13.3 pc in October as gas prices soar, warning that price increases will remain elevated throughout 2023. This will exacerbate a cost-of-living crisis, with real disposable income experiencing the worst deterioration in 60 years.</p><p><img src=\"https://static.tigerbbs.com/51d3aa5d3976f649e00b56400eb68f63\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Credit Suisse considers laying off thousands of jobs worldwide to reduce costs by another $1 billion</b></p><p>Credit Suisse executives are discussing cutting thousands of jobs worldwide as the embattled European lender seeks to cut its overall cost base by another $1 billion.</p><p>According to people familiar with the matter, Credit Suisse, which began cutting employees in its front-end division in Asia last month, is considering implementing a more aggressive plan to further reduce the number of employees worldwide. As of the end of June, the bank had a total of 51,410 employees.</p><p>According to people familiar with the matter, Credit Suisse is expected to finalize its plan in the next two months. In addition to trying to reshape its investment banking business, the bank is also studying the inefficiency of its middle and back offices. The options under discussion include thousands of staff cuts over the next few years, and the plans are still preliminary and no final decision has been made, sources said.</p><p></body></html></p>","source":"sina","collect":0,"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>Foreign media headlines | Wall Street warns that the recent rebound in US stocks is unsustainable</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nForeign media headlines | Wall Street warns that the recent rebound in US stocks is unsustainable\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-08-05 05:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. U.S. GDP may shrink in the third quarter. Listen to the views of five economists</b><b>2、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>With Bernstein strategists warning: The recent big rebound in U.S. stocks is unsustainable</b><b></b><b>3. Cleveland Fed president reiterates the Fed's determination to curb inflation through rate hike</b><b>4. U.S. 30-year mortgage rates fell below 5% to their lowest level since early April</b><b>5. The Bank of England implements the largest rate hike since 1995 and warns of a long-term economic recession</b><b>6. Credit Suisse considers laying off thousands of employees around the world to reduce costs by another $1 billion</b><img src=\"https://static.tigerbbs.com/4f5c687ed905c8fd8f468f16a47fc879\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. GDP Could Still Shrink in Q3 Hear Five Economists' Views</b></p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Newly appointed U.S. chief economist Michael Gapen expects GDP to decline by 0.5% this quarter and then maintain the contraction momentum until early 2023.</p><p>Gapen said that as inflation raises the cost of necessities such as food and energy, consumers feel the impact of real incomes, which in turn hits consumer confidence.</p><p>\"We're definitely in the middle of a recession,\" said John Dunham, managing partner at research firm John Dunham & Associates.</p><p>He predicts that the \"shallower\" recession will last until at least next year as various factors weaken the momentum of U.S. economic development. \"Inflation is likely to remain high or even much worse for the foreseeable future, depending on international relations, U.S. fiscal, monetary policy, and regulatory policies that seem to have worsened a lot.\"</p><p>An academic economist stressed that negative GDP growth in the second quarter is a preliminary data and is likely to be revised. However, Leo Feler of the Anderson Center for Economics at UCLA said, \"I think the combination of rate hike and declining consumer demand could lead to further widespread economic contraction later this year and early 2023.\"</p><p>Consumers are burning through their savings over the past two years, Feler said. \"It doesn't look like we're in a recession yet, still in the early stages of a tightening cycle.\"</p><p><img src=\"https://static.tigerbbs.com/324e107ff5f6434a6935a874ff3b2549\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Goldman Sachs and Bernstein strategists warn: The recent big rebound in U.S. stocks is unsustainable</b></p><p>Strategists at Goldman Sachs Group Inc. and Sanford C. Bernstein have warned that the recent rapid rally in stocks will not last as macroeconomic data continues to deteriorate and earnings forecasts are slashed.</p><p>\"If there is no clear signal that macro momentum is turning to the positive side, a short-term recovery in risk appetite may actually increase the risk of another stock market decline, rather than indicating that the bear market is coming to an end,\" Goldman Sachs strategist Cecilia Mariotti and others wrote in the report on August 4.</p><p>Goldman Sachs strategists said that as investors flock to the stock market again in recent weeks, market allocation has improved compared with the very pessimistic level in June, and the shift in asset allocation may boost the gains in the short term. But at the end of the day, strategists say, they \"don't believe we are now past the'real 'allocation trough, and we think the road ahead may be more dependent on macroeconomic data from here on out.\"</p><p>Bernstein strategists Sarah McCarthy and Mark Diver said in a report on Thursday that with the outflow of funds from stock funds, the cycle of earnings forecast revisions has just begun.</p><p><img src=\"https://static.tigerbbs.com/9358e0ddd9822113fc9217c770b8ec11\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Cleveland Fed chief reiterates Fed's determination to curb inflation through rate hike</b></p><p>Cleveland Fed President Loretta Mester said the Fed is committed to cooling inflation and that further rate hike is needed to dampen demand.</p><p>\"We are committed to bringing inflation down to\" our 2% target, which will require further rate hike, Mester said at an event hosted by the Economic Club of Pittsburgh on Thursday. This remark is consistent with her speech earlier this week.</p><p>Mester called the U.S. economy \"not in recession\" and explained that the shrinking gross domestic product in the second quarter indicated \"slowing consumption growth, not negative growth.\"</p><p>In an effort to cool inflation, which has hit a 40-year high, the Federal Reserve raised interest rates by 75 basis points for the second time in a row last month, which is also the most aggressive rate hike action by the central bank in more than a generation.</p><p>Fed policymakers who spoke this week promised to continue rate hike and resisted expectations that the Fed might be about to shift to a phase of less aggressive tightening.</p><p><img src=\"https://static.tigerbbs.com/b8be6da50917bee729a99ba0e14d16a1\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S. 30-year mortgage rate falls below 5% to lowest level since early April</b></p><p>U.S. mortgage rates fell below 5% for the first time in nearly four months, giving borrowers a temporary sigh of relief.</p><p>Freddie Mac data released Thursday showed the average 30-year mortgage rate fell to 4.99% from 5.3% last week, the lowest level since early April and the biggest weekly drop since early July.</p><p>\"Mortgage rates are volatile due to both forces of high inflation and slowing economic growth,\" said Sam Khater, chief economist at Freddie Mac.</p><p><img src=\"https://static.tigerbbs.com/e857b1784fba1b2aff0b29600a0eaa8f\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Bank of England imposes biggest rate hike since 1995 and warns of prolonged recession</b></p><p>The Bank of England has implemented its biggest rate hike in 27 years and warned that the UK could usher in a recession of more than a year amid the pressure of soaring inflation.</p><p>Rate hike's decision of 0.5 percentage points to 1.75% was supported by eight of the nine members of the Monetary Policy Committee. The central bank also promised to take strong action again if necessary in the future, possibly conducting similar rate hike at the next few meetings.</p><p>Officials expect the UK economy to start a recession in the fourth quarter and continue until the end of next year. This will be the longest recession since the financial crisis. Officials expect the economy to shrink by about 2.1% in total.</p><p>The Bank of England also expects inflation to peak at 13.3 pc in October as gas prices soar, warning that price increases will remain elevated throughout 2023. This will exacerbate a cost-of-living crisis, with real disposable income experiencing the worst deterioration in 60 years.</p><p><img src=\"https://static.tigerbbs.com/51d3aa5d3976f649e00b56400eb68f63\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Credit Suisse considers laying off thousands of jobs worldwide to reduce costs by another $1 billion</b></p><p>Credit Suisse executives are discussing cutting thousands of jobs worldwide as the embattled European lender seeks to cut its overall cost base by another $1 billion.</p><p>According to people familiar with the matter, Credit Suisse, which began cutting employees in its front-end division in Asia last month, is considering implementing a more aggressive plan to further reduce the number of employees worldwide. As of the end of June, the bank had a total of 51,410 employees.</p><p>According to people familiar with the matter, Credit Suisse is expected to finalize its plan in the next two months. In addition to trying to reshape its investment banking business, the bank is also studying the inefficiency of its middle and back offices. The options under discussion include thousands of staff cuts over the next few years, and the plans are still preliminary and no final decision has been made, sources said.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-08-05/doc-imizirav6815478.shtml?finpagefr=p_115\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f5c687ed905c8fd8f468f16a47fc879","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".DJI":"道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","BK4581":"高盛持仓","DDM":"2倍做多道指ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF-ProShares","DOG":"道指ETF-ProShares做空","SH":"做空标普500-Proshares",".IXIC":"NASDAQ Composite","BK4533":"AQR资本管理(全球第二大对冲基金)","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4127":"投资银行业与经纪业","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","IVV":"标普500ETF-iShares","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF","BK4559":"巴菲特持仓","BK4504":"桥水持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","BK4550":"红杉资本持仓","GS":"高盛","SDS":"两倍做空标普500 ETF-ProShares","BK4552":"Archegos爆仓风波概念"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-08-05/doc-imizirav6815478.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2257775187","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、美国GDP第三季度可能还会萎缩 听听五位经济学家的观点2、高盛与Bernstein策略师警告：美股最近的大反弹难以为继 3、克利夫兰联储行长重申美联储决心通过加息来遏制通胀4、美国30年期抵押贷款利率跌破5% 至4月初以来最低水平5、英国央行实施1995年以来最大幅度加息 并发出长期经济衰退警告6、瑞信考虑全球裁员数千人 把成本开支再压缩10亿美元美国GDP第三季度可能还会萎缩 听听五位经济学家的观点美国银行新上任的美国首席经济学家Michael Gapen预计本季度GDP将下降0.5%，然后保持萎缩势头直到2023年初。Gapen说，随着通胀提高了食品、能源等必需品的成本，消费者感受到实际收入的冲击，这给进而打击了消费信心。“我们肯定是处于经济衰退期中，”研究公司John Dunham & Associates的管理合伙人John Dunham表示。他预计，随着各种因素削弱美国经济发展势头，幅度“较浅”的衰退将持续到至少明年。“在可预见的未来，通货膨胀可能会继续保持高位甚至糟糕的多，这要看国际关系，美国财政，货币政策，还有似乎恶化许多的监管政策”。一位学术界经济学家强调，第二季度GDP负增长是一个初步数据，很可能会被修正。但是，加州大学洛杉矶分校安德森经济中心的Leo Feler表示，“我认为加息和消费需求下降的结合可能会导致经济在今年晚些时候及2023年初进一步大范围萎缩”。Feler说，消费者正在消耗过去两年的积蓄。“看起来我们还没有陷入经济衰退，仍处于紧缩周期的早期阶段。”高盛与Bernstein策略师警告：美股最近的大反弹难以为继高盛集团和Sanford C． Bernstein的策略师警告称，随着宏观经济数据继续恶化以及盈利预测大幅下调，股市近期快速反弹的势头不会持续。“如果没有明显的信号显示宏观动能转向积极一面，短暂的风险偏好回升可能其实会加大股市再度下跌的风险，而非表明熊市要到头了，” 高盛策略师Cecilia Mariotti等人在8月4日的报告中写道。高盛策略师表示，随着投资者近几周再度涌向股市，市场配置与6月非常悲观的水平相比已有所改善，而且资产配置的转变短期内可能会助推涨势。但策略师们说，归根结底，他们“不相信我们现在已经度过了‘真正’的配置低谷，而且我们认为从现在开始，前路可能会更加依赖宏观经济数据。”Bernstein策略师Sarah McCarthy和Mark Diver周四则在报告中表示，随着股票基金资金外流，盈利预测下调的周期才刚开始。克利夫兰联储行长重申美联储决心通过加息来遏制通胀克利夫兰联邦储备银行行长Loretta Mester表示，美联储致力于为通胀降温，需要进一步加息以减弱需求。“我们致力于将通胀率降至”2%的目标，这将需要进一步加息，Mester周四在匹兹堡经济俱乐部主办的活动上表示。这番发言与她本周早些时候的讲话相一致。Mester称美国经济“没有陷入衰退”，并解释说第二季度国内生产总值萎缩表明“消费增长放缓，而非负增长”。为了给创下40年高点的通胀降温，美联储上个月连续第二次将利率提高了75个基点，这也是超过一代人以来美联储最激进的加息行动。在本周发表讲话的美联储决策者都承诺会继续加息，并抵制了美联储可能即将向不那么激进紧缩政策的阶段转变的预期。美国30年期抵押贷款利率跌破5% 至4月初以来最低水平美国抵押贷款利率近四个月来首次跌破5%，让借款人暂时得以松一口气。房地美周四公布的数据显示，30年期抵押贷款平均利率从上周的5.3%降至4.99%，创4月初以来最低水平，也是7月初以来最大单周下降。“由于同时受到高通胀、经济增长放缓这两股力量的影响，抵押贷款利率波动较大，” 房地美首席经济学家Sam Khater表示。英国央行实施1995年以来最大幅度加息 并发出长期经济衰退警告英国央行实施27年来最大幅度加息，并警告称，在通胀飙升的压力下，英国可能迎来超过一年的经济衰退。加息0.5个百分点至1.75%的决定得到了货币政策委员会9名成员中的8人支持。央行还承诺未来必要情况下再次采取强有力的行动，在接下来的几次会议上可能进行类似的加息。官员们预计英国经济将在第四季度开始衰退，并一直持续到明年底。这将是金融危机以来持续时间最长的一次衰退。官员们预计经济总量将总共萎缩约2.1%。随着天然气价格飙升，英国央行还预计通胀率将在10月份达到13.3%的峰值，并警告说2023年全年价格涨幅都将保持较高水平。这将加剧一场生活成本危机，实际可支配收入将出现60年来最严重的恶化。瑞信考虑全球裁员数千人 把成本开支再压缩10亿美元瑞信高管们正讨论在全球裁员数千人，这家陷入困境的欧洲银行寻求将整体成本基础再削减10亿美元。知情人士透露，上月开始削减亚洲前端部门员工的瑞信考虑实施一项更激进的方案，进一步降低全球雇员人数。截至6月末，该行员工总计51410人。知情人士透露，预计瑞信将在未来两个月敲定计划，除了努力重塑投行业务外，该行还在研究中后台效率低下问题。消息人士称，正在讨论的方案包括未来几年裁减数千名员工，这些计划仍是初步的，尚未做出最终决定。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"TQQQ":0.6,"OEX":0.6,"DDM":0.6,"SQQQ":0.6,".IXIC":0.68,"SDOW":0.6,"SDS":0.6,"UPRO":0.6,"QID":0.6,"QLD":0.6,"UDOW":0.6,"DOG":0.6,"DXD":0.6,"PSQ":0.6,"OEF":0.6,"SH":0.6,"DJX":0.6,"GS":0.77,"SPY":0.68,"SSO":0.6,"NQmain":0.6,"ESmain":0.6,"QQQ":0.6,".DJI":0.72,"MNQmain":0.6,".SPX":0.6,"IVV":0.6,"SPXU":0.6}},"isVote":1,"tweetType":1,"viewCount":2793,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}