美股在中国刺激下没能保持强势

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致敬凯恩斯、索罗斯、利佛摩尔

美股在中国刺激下没能保持强势。两个阴影已经逼近美股。一是经济数据引发的担忧,二是穆勒调查报告即将公布。

美国批发库存大幅增加,这是消费转弱的一个信号,结合上个月消费大跌,如果这个周末的非农和Pmi也预示经济周期不妙,美股的反弹很可能到此为止。

U.S. wholesale inventories increased by the most in more than five years in December as sales fell for a third straight month, suggesting an unintended piling up of goods at wholesalers that could be flagging a slowdown in demand.

The surge in wholesale stocks reported by the Commerce Department on Monday, however, implied inventories were probably less of a drag on economic growth in the fourth quarter than previously thought. As result, economists boosted their fourth-quarter gross domestic product growth estimates by as much as half a percentage point to as high as a 2.4 percent annualized rate.

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