10/12/2024, 04:13 PM UTC
SPY：正在展开的滞胀——这是最坏的情况SPY: An Unfolding Stagflation - It's The Worst-Case Scenario
1、当前政治/地缘政治环境为滞胀，数据中已有滞胀的早期迹象；2、9月份的CPI报告显示‘热’迹象，表明劳动力市场疲软；3、标普500指数估值过高，盈利增长预期乐观，面临崩盘和熊市。1. The current political/geopolitical environment is stagflationary, with early signs of stagflation in the data; 2. The September CPI report was 'hot', indicating weakness in the labor market; 3. The S&P500 is overvalued with optimistic earnings growth estimates, facing a bust and bear market.
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