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2021-04-22

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Goldman Sachs says S&P 500 returns may tumble as U.S. economic growth peaks. Buy these stocks.<blockquote>高盛表示，随着美国经济增长见顶，标普500回报可能会暴跌。买这些股票。</blockquote>

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Buy these stocks.<blockquote>高盛表示，随着美国经济增长见顶，标普500回报可能会暴跌。买这些股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2129381578","media":"MarketWatch","summary":"Stocks got back on the horse on Wednesday, with both the Dow and S&P 500 indexes finishing at their ","content":"Stocks got back on the horse on Wednesday, with both the Dow and S&amp;P 500 indexes finishing at their second-highest levels ever, as investors continue to smile on strong economic growth prospects.<blockquote>周三股市重回正轨，道琼斯指数和标普500指数均收于历史第二高水平，投资者继续对强劲的经济增长前景微笑。</blockquote> Strategists at Goldman Sachs are bullish on the U.S. economy, expecting sequential annualized U.S. gross domestic product growth to clock in at 10.5% in the second quarter of 2021. That would be the strongest quarterly growth rate since 1978 (outside of the surge in mid-late 2020, when the economy rebounded from a sudden halt).<blockquote>高盛策略师看好美国经济，预计2021年第二季度美国国内生产总值年化环比增长率将达到10.5%。这将是自1978年以来最强劲的季度增长率（不包括2020年中后期经济从突然停止中反弹的飙升）。</blockquote> But it may not be good for stocks. Our call of the day is from the team at Goldman Sachs, led by Ben Snider, who warns that as economic growth peaks, investors should expect lower equity returns and higher volatility.<blockquote>但可能对股票不利。我们今天的看涨期权来自由Ben Snider领导的高盛团队，他警告说，随着经济增长见顶，投资者应该预计股票回报率会下降，波动性会上升。</blockquote> Economists at the investment bank see U.S. GDP growth slowing modestly in the third quarter of this year before continuing to decline across the next several quarters.<blockquote>该投行的经济学家预计，美国GDP增长将在今年第三季度温和放缓，然后在未来几个季度继续下降。</blockquote> <img src=\"https://static.tigerbbs.com/1d6ab2d41669dd069a895c35b1f7fc63\" tg-width=\"1260\" tg-height=\"1348\">Chart via Goldman Sachs<blockquote>图表来自高盛</blockquote> \"Decelerating growth is usually associated with weaker, but still positive, equity returns and higher volatility,\" the strategists say. Since 1980, the S&amp;P 500 has seen average monthly returns of 1.2% when economic growth was positive and accelerating, but just 0.6% when growth was positive but decelerating.<blockquote>策略师表示：“增长放缓通常与较弱但仍为正的股票回报和较高的波动性有关。”自1980年以来，当经济增长为正且加速时，标普500的平均月回报率为1.2%，但当增长为正但减速时，平均月回报率仅为0.6%。</blockquote> In fact, stocks underperform just when growth peaks. Investors who bought the S&amp;P 500 when the Institute for Supply Management manufacturing index was above 60 -- signaling peak growth, the strategists say -- saw median returns of -1% in the next month and just 3% over the following year. In March, the ISM manufacturing index clocked in at 65.<blockquote>事实上，股票在增长见顶时表现不佳。策略师表示，当供应管理协会制造业指数高于60（标志着增长见顶）时买入标普500的投资者下个月的回报率中位数为-1%，次年仅为3%。3月份，ISM制造业指数为65。</blockquote> But it isn't all bad news. Outside of the U.S., the global economy is still on a tear. Economists at Goldman Sachs expect economic growth in Europe, Japan, and emerging markets outside of China to peak later than in the U.S. -- in the third quarter of this year. \"As a result, some cyclical parts of the U.S. equity market should fare better in coming months than they typically do when U.S. growth begins to slow,\" the strategists say.<blockquote>但这也不全是坏消息。在美国之外，全球经济仍在蓬勃发展。高盛经济学家预计，欧洲、日本和中国以外的新兴市场的经济增长将比美国晚于今年第三季度见顶。策略师表示：“因此，美国股市的一些周期性部分在未来几个月的表现应该会好于美国经济增长开始放缓时的通常表现。”</blockquote> Goldman Sachs&nbsp;has two pieces of advice: Buy global-facing cyclicals relative to domestic-facing cyclicals and buy a basket of \"Europe reopening\" stocks, which have lagged behind \"U.S. reopening\" stocks.<blockquote>高盛有两条建议：相对于面向国内的周期性股票，买入面向全球的周期性股票，买入一篮子“欧洲重新开放”股票，这些股票一直落后于“美国重新开放”股票。</blockquote>","source":"lsy1603348471595","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>Goldman Sachs says S&P 500 returns may tumble as U.S. economic growth peaks. 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Buy these stocks.<blockquote>高盛表示，随着美国经济增长见顶，标普500回报可能会暴跌。买这些股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-04-22 20:11\n\n</h4>\n</header>\n<article>\nStocks got back on the horse on Wednesday, with both the Dow and S&amp;P 500 indexes finishing at their second-highest levels ever, as investors continue to smile on strong economic growth prospects.<blockquote>周三股市重回正轨，道琼斯指数和标普500指数均收于历史第二高水平，投资者继续对强劲的经济增长前景微笑。</blockquote> Strategists at Goldman Sachs are bullish on the U.S. economy, expecting sequential annualized U.S. gross domestic product growth to clock in at 10.5% in the second quarter of 2021. That would be the strongest quarterly growth rate since 1978 (outside of the surge in mid-late 2020, when the economy rebounded from a sudden halt).<blockquote>高盛策略师看好美国经济，预计2021年第二季度美国国内生产总值年化环比增长率将达到10.5%。这将是自1978年以来最强劲的季度增长率（不包括2020年中后期经济从突然停止中反弹的飙升）。</blockquote> But it may not be good for stocks. Our call of the day is from the team at Goldman Sachs, led by Ben Snider, who warns that as economic growth peaks, investors should expect lower equity returns and higher volatility.<blockquote>但可能对股票不利。我们今天的看涨期权来自由Ben Snider领导的高盛团队，他警告说，随着经济增长见顶，投资者应该预计股票回报率会下降，波动性会上升。</blockquote> Economists at the investment bank see U.S. GDP growth slowing modestly in the third quarter of this year before continuing to decline across the next several quarters.<blockquote>该投行的经济学家预计，美国GDP增长将在今年第三季度温和放缓，然后在未来几个季度继续下降。</blockquote> <img src=\"https://static.tigerbbs.com/1d6ab2d41669dd069a895c35b1f7fc63\" tg-width=\"1260\" tg-height=\"1348\">Chart via Goldman Sachs<blockquote>图表来自高盛</blockquote> \"Decelerating growth is usually associated with weaker, but still positive, equity returns and higher volatility,\" the strategists say. Since 1980, the S&amp;P 500 has seen average monthly returns of 1.2% when economic growth was positive and accelerating, but just 0.6% when growth was positive but decelerating.<blockquote>策略师表示：“增长放缓通常与较弱但仍为正的股票回报和较高的波动性有关。”自1980年以来，当经济增长为正且加速时，标普500的平均月回报率为1.2%，但当增长为正但减速时，平均月回报率仅为0.6%。</blockquote> In fact, stocks underperform just when growth peaks. Investors who bought the S&amp;P 500 when the Institute for Supply Management manufacturing index was above 60 -- signaling peak growth, the strategists say -- saw median returns of -1% in the next month and just 3% over the following year. In March, the ISM manufacturing index clocked in at 65.<blockquote>事实上，股票在增长见顶时表现不佳。策略师表示，当供应管理协会制造业指数高于60（标志着增长见顶）时买入标普500的投资者下个月的回报率中位数为-1%，次年仅为3%。3月份，ISM制造业指数为65。</blockquote> But it isn't all bad news. Outside of the U.S., the global economy is still on a tear. Economists at Goldman Sachs expect economic growth in Europe, Japan, and emerging markets outside of China to peak later than in the U.S. -- in the third quarter of this year. \"As a result, some cyclical parts of the U.S. equity market should fare better in coming months than they typically do when U.S. growth begins to slow,\" the strategists say.<blockquote>但这也不全是坏消息。在美国之外，全球经济仍在蓬勃发展。高盛经济学家预计，欧洲、日本和中国以外的新兴市场的经济增长将比美国晚于今年第三季度见顶。策略师表示：“因此，美国股市的一些周期性部分在未来几个月的表现应该会好于美国经济增长开始放缓时的通常表现。”</blockquote> Goldman Sachs&nbsp;has two pieces of advice: Buy global-facing cyclicals relative to domestic-facing cyclicals and buy a basket of \"Europe reopening\" stocks, which have lagged behind \"U.S. reopening\" stocks.<blockquote>高盛有两条建议：相对于面向国内的周期性股票，买入面向全球的周期性股票，买入一篮子“欧洲重新开放”股票，这些股票一直落后于“美国重新开放”股票。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/goldman-sachs-says-s-p-500-returns-may-tumble-as-u-s-economic-growth-peaks-buy-these-stocks-11619090474?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF","SH":"做空标普500-Proshares","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SSO":"2倍做多标普500ETF-ProShares"},"source_url":"https://www.marketwatch.com/story/goldman-sachs-says-s-p-500-returns-may-tumble-as-u-s-economic-growth-peaks-buy-these-stocks-11619090474?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129381578","content_text":"Stocks got back on the horse on Wednesday, with both the Dow and S&P 500 indexes finishing at their second-highest levels ever, as investors continue to smile on strong economic growth prospects.\nStrategists at Goldman Sachs are bullish on the U.S. economy, expecting sequential annualized U.S. gross domestic product growth to clock in at 10.5% in the second quarter of 2021. That would be the strongest quarterly growth rate since 1978 (outside of the surge in mid-late 2020, when the economy rebounded from a sudden halt).\nBut it may not be good for stocks. Our call of the day is from the team at Goldman Sachs, led by Ben Snider, who warns that as economic growth peaks, investors should expect lower equity returns and higher volatility.\nEconomists at the investment bank see U.S. GDP growth slowing modestly in the third quarter of this year before continuing to decline across the next several quarters.\nChart via Goldman Sachs\n\"Decelerating growth is usually associated with weaker, but still positive, equity returns and higher volatility,\" the strategists say. Since 1980, the S&P 500 has seen average monthly returns of 1.2% when economic growth was positive and accelerating, but just 0.6% when growth was positive but decelerating.\nIn fact, stocks underperform just when growth peaks. Investors who bought the S&P 500 when the Institute for Supply Management manufacturing index was above 60 -- signaling peak growth, the strategists say -- saw median returns of -1% in the next month and just 3% over the following year. In March, the ISM manufacturing index clocked in at 65.\nBut it isn't all bad news. Outside of the U.S., the global economy is still on a tear. Economists at Goldman Sachs expect economic growth in Europe, Japan, and emerging markets outside of China to peak later than in the U.S. -- in the third quarter of this year. \"As a result, some cyclical parts of the U.S. equity market should fare better in coming months than they typically do when U.S. growth begins to slow,\" the strategists say.\nGoldman Sachs has two pieces of advice: Buy global-facing cyclicals relative to domestic-facing cyclicals and buy a basket of \"Europe reopening\" stocks, which have lagged behind \"U.S. reopening\" stocks.","news_type":1,"symbols_score_info":{"ESmain":0.9,"GS":0.9,"SH":0.9,".DJI":0.9,"SSO":0.9,"SPXU":0.9,"OEX":0.9,"IVV":0.9,"OEF":0.9,"UPRO":0.9,".SPX":0.9,"SDS":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":997,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/376197533"}