華爾街高管：對美國軟着陸更有信心了
高盛、美銀、富國銀行高管認爲，美國經濟好於企業的預期，市場情緒也比幾個月前更爲樂觀。
這表明華爾街越來越相信，美聯儲在抗擊通脹的同時能夠避免衰退，實現所謂的美國經濟“軟着陸”。
當地時間週二，高盛首席執行官David Solomon在瑞信組織的一次行業會議上表示: “CEO圈子的共識已經發生了轉變，隨着美國經濟以更溫柔的方式着陸，我們能夠度過難關，這一預期比6個月前變得更加溫和一些。”
美銀首席執行官Brian Moynihan持類似觀點，週二他在美銀證券金融服務會議上表示，中型企業的利潤率“比他們想象的要好”，消費者支出仍然強勁。在美國的經濟活動中，消費者支出所佔的比重高達三分之二。
Moynihan表示：“如果你看看消費者，他們一直在花錢。”“這些消費者有錢。他們有工作，他們花錢，他們有很強的借貸能力。”
富國銀行首席財務官Michael Santomassimo也表示: “支出數據仍然非常健康。”
僅僅過去數月，華爾街高管們的語氣就發生了明顯轉變。
去年年底，華爾街高管們雖然強調消費者支出具有一定韌性，但對全球經濟的展望仍是相對謹慎的。當時Solomon警告稱，高盛的一些客戶“聽起來非常謹慎”。
然而，當前美國頂級企業的領導人對於衰退的前景出現分歧，勞動力市場從去年下半年以來表現出了令人震驚的彈性，重燃“軟着陸”的希望。
本週標普全球的風險偏好指數顯示，投資者的風險偏好仍爲負值，不過厭惡風險的程度已降至去年11月以來的最低水平。
但Solomon警告稱，通脹“仍然具有粘性”，“抑制通脹的確切軌跡仍不確定”。他認爲，經濟將在未來一段時間內增長緩慢。
美國1月CPI回落幅度遜於市場預期，幾乎坐實美聯儲進一步加息的預期，交易員押注美聯儲在7月加息至利率峯值5.27%，不再100%預期今年降息。
儘管如此，摩根大通首席財務官Jeremy Barnum在會議上表示，摩根大通管理層預計“通脹將逐漸得到控制”。
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