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富國銀行悲觀預測
uSMART盈立智投 04-04 20:00

富國銀行股票策略主管Chris Harvey表示,隨着經濟衰退的可能性看起來更加確定,即將到來的財報季可能是未來幾個困難季度中的第一個。Harvey表示:“幾個季度以來,我們一直看到利潤率開始壓縮,我們認爲這是最終的結果。”“在這個時期,如果你不能實現業績,如果利潤率被壓縮,你就會受到懲罰,這可能是幾個非常困難的財報季中的第一個。”

Harvey表示,美聯儲和美國財政部幫助緩解了銀行業動盪的部分影響,但獲得資本“在今年下半年將變得更加困難”,這“將對經濟產生影響”。

他表示:“我們認爲,我們將進入一個放緩的經濟環境,信貸融資將更加困難,我們處於週期的晚期。”

Harvey表示,一般情況下,經濟衰退前的這段時間可能很有挑戰性,美聯儲和經濟都無法拯救表現不佳的公司。

不過,他補充稱,美聯儲降息可能會帶來一個良好的增長環境。他對標普500指數的目標點位爲4200點,比當前水平高出約2%,他青睞那些資產負債表強勁的公司。

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