发生了什么?
美联储在12月11日宣布维持利率不变,这符合多数投资者的预期。
这意味着什么?
当美联储在10月份宣布降息时,表示除非美国经济发生显著的变化,否则可能不会再次调整利率政策。
自10月以来,情况一直表现平稳,尤其是在美联储最关注的两个关键职责——工作增长和价格稳定“双重任务”方面。
以美国的失业率为例,在上月降至50年来最低的水平。尽管最新的通货膨胀数据高于美联储的目标,但不足以促使美联储立即改变其政策立场。
为什么值得关注此事?
对市场来说:2020年预期
投资者已经开始展望明年的市场,并且预期作为全球最大经济体的美国的经济增长速度将高于2019年。
这部分归功于美联储在今年的三次降息推动支出增加,基于对投资者目前买入和卖出行为的数据分析,投资者对2020年美联储进一步降息的可能性预估为超过50%。
而这将推动(消费者)更多支出,进而促进经济增长——并可能为全球经济增长树立良性的基础。
对个人而言:更多的支出
大多数投资者预期美国的失业率将保持在较低的水平,并且工资的增速仍将高于物价增速。
如果真的如此,那么在2019年全年推动了美国经济的消费者支出将很可能在2020年继续攀升。
如Google公司这样的广告平台可能是受益于此趋势的公司,其广告收入占母公司Alphabet收入的80%——归功于美国市场70%的市场份额。
Finimize读者最青睐的科技股可能在2020年继续引领市场走势。
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