疫情造成的經濟率退再續接通膨升息的衰退,感覺很不妙:

"經濟評議會(Conference Board,成員遍及60個國家地區約1200家公、民營企業及其他組織的非營利性企業會員和研究團體)彙整的各主要經濟指標已連續9個月下滑,達到衰退前的歷史水平;追蹤整體商業活動和服務業與製造業的指標也降至COVID-19疫情所引發 2020年衰退以來的最低水平。

尤有甚者,3個月至2年期的美國政府債券收益率高於 10年期、20年期與30年期的債券。這種所謂的反向收益率曲線是一警訊,自二戰以來每次美國經濟衰退前都會出現。"

cna.com.tw/news/aopl/202301030

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美股平均若能有中等回報,亞股大概也差不多?

"Most outlooks predict the Fed will raise interest rates in the first quarter, pause in the second and begin cutting rates in the third or fourth quarter.

They expect the Fed’s pivot to bring increased volatility to the stock market but overall deliver middling returns. The average outlook targets have the S&P 500 about 5% higher than its current level at the end of 2023."

wsj.com/articles/big-banks-pre

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