#头条 中国公布2024年强劲经济增长数据，此前政府出台大规模刺激措施 https://telegra.ph/%E4%B8%AD%E5%9B%BD%E5%85%AC%E5%B8%832024%E5%B9%B4%E5%BC%BA%E5%8A%B2%E7%BB%8F%E6%B5%8E%E5%A2%9E%E9%95%BF%E6%95%B0%E6%8D%AE%E6%AD%A4%E5%89%8D%E6%94%BF%E5%BA%9C%E5%87%BA%E5%8F%B0%E5%A4%A7%E8%A7%84%E6%A8%A1%E5%88%BA%E6%BF%80%E6%8E%AA%E6%96%BD-01-17
BY 华尔街日报 RSS
The S&P 500 slumped 1.8% on Monday and Tuesday, thanks to China Evergrande, the Chinese property company that looks like it is ready to default on its more-than $300 billion in debt. Cries of the next Lehman Brothers—or maybe the next Silverado?—echoed through the canyons of Wall Street as investors prepared for the worst.
That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.
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