3樓.
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2022/10/09 17:17
「狼來了!」
Carl Icahn warns ‘the worst is yet to come’ for investors and compares U.S. inflation to the fall of the Roman empire。 This year he has repeatedly warned the U.S. economy and stock market are in trouble.
JPMorgan Chase CEO Jamie Dimon lately has been privately telling his wealthiest investors he believes there’s a 90% chance the US is headed for a recession﹐ according to a leaked audio recording.
David Solomon CEO of Goldman Sachs laid off senior associates and vice presidents in US, London, China offices in September, 2022.
懇請不吝賜教？
裂痕 ? 蛛絲馬跡 顯現 ? !
颱風 Hurricane Ian hit USA East coast hard。 Six private property insurers went insolvent earlier this year, and many people in the path of the storm do not have flood insurance.
The biggest players in the $23.7 trillion US Treasuries market﹐Japanese pensions and life insurers to foreign governments and US commercial banksare are all at once, to pull back, especially coming on the heels of the unprecedented volatility, deteriorating liquidity and weak auctions of recent months.
It’s also bad news for US taxpayers, who will ultimately have to foot the bill for higher costs.
摸 象 或 (不?) 著 木目 於 2022/10/10 21:48回覆
According to Goldman Sachs Group Inc. and Morgan Stanley strategists﹐a surging US dollar﹐an inventory glut﹐labor costs and other latent expenses﹐slowing demand will weigh on margins if the macro environment deteriorates.
The Inflation Reduction Act which imposes a 15% minimum tax on corporate book income and 1% excise tax on buybacks starting in 2023.
Earnings estimates and investment flows out of equity funds haven’t bottomed yet.
摸 象 或 (不?) 著 木目 於 2022/10/10 23:20回覆
Global warming causes drought in northern hemisphere. that is plaguing trade and raising costs at a time when inflation is already soaring. A lack of water in Europe’s Rhine River snarled commodities shipments earlier this year. Hurricane Ian slammed into Florida and left a trail of destruction at citrus groves in its path. The Yangtze River that flows through China and feeds farms that provide much of the country’s food and massive hydroelectric stations recently saw its lowest seasonal water levels since records began in 1865. Relatively scant rainfall forecasts for the US mean the Mississippi River may continue to dry out. Farmers are bracing themselves for a big hit to export volumes in October. Northbound vessels of fertilizer and salt used to melt ice on roads are meanwhile delayed.
摸 象 或 (不?) 著 木目 於 2022/10/11 03:46回覆
JPMorgan Chase CEO Jamie Dimon on Monday cited the impact of runaway inflation, interest rates going up more than expected, the unknown effects of quantitative easing and Russia’s war in Ukraine. Asked for his views on the outlook for the S&P 500 , Dimon said the benchmark could yet fall by “another easy 20%” from current levels, adding that “the next 20% would be much more painful than the first.”
查 S&P500 droped from 4800 in Dec. 2021 to 3600 today about 25%. Another 25% will be 900 point at 2700 ? !
摸 象 或 (不?) 著 木目 於 2022/10/11 01:33回覆
