标普更需要技术和工业股票来为市场提供信心,而不是金融股票

全球宏观投资

致敬凯恩斯、索罗斯、利佛摩尔

标普更需要技术和工业股票来为市场提供信心,而不是金融股票。这个分析不错。

S&P 500 Needs Industrial and Tech More Than Banks to Hit Record

By?Heather Burke

(Bloomberg) –?

Strong bank earnings?won’t be enough to send the S&P 500 to a record high in April.?Why? Because the market will be more focused on outlooks from bellwether global industrial and tech companies to see if earnings can bounce back in the second half amid trade tensions and fears of a global growth slowdown. A lackluster 1Q is widely expected.?Bloomberg Intelligence?notes 1Q EPS estimates have fallen the fastest since early 2016. BI projects 1Q profits for eight of 11 sectors and 40% of the S&P 500 will drop vs 1Q18. And 2Q may also b

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