S2 E2 全球股市坐雲霄飛車 美國衰退?AI泡沫將炸?
Description
這兩天全球股市雲霄飛車,把大家嚇壞了。也有人提出『薩姆定律』,言之鑿鑿的說美國經濟衰退可能不遠,AI泡沫將炸。我看到多數美國英文報導,認為衰退不至於、AI就算回檔,也不至於重演網路泡沫化的慘況。但認為近期還是保守為上。也藉由這個機會選一篇,新聞英文一定會需要知道的財經內容,以後可以直接看原文,多一個投資股市的資訊管道。
Fears of a US recession have gripped global markets, triggering a share market rout that prompted investors across Asia, Europe and North America to all unwind their positions – at the same time.
The volatile conditions erupted after the US Federal Reserve hinted after its 31 July meeting that interest rates would soon be cut, in what was initially seen as a stimulus for shares.
But the gains quickly evaporated as investors reinterpreted the impending rate cuts as a sign the world’s biggest economy was faltering.
Several pieces of economic data, including manufacturing, durable goods and – crucially – jobs and payroll data, raised questions over the health of the US economy, with the well-regarded “Sahm Rule” signaling a recession. This indicator, which is triggered when there is a rapid rise in the unemployment rate, has correctly identified every recession since the second world war.
recession 衰退
grip 緊抓、嚴重影響
unwind 鬆開、放鬆
position 投資部位
US Federal Reserve 美國聯邦準備理事會
stimulus 振興措施
evaporate 蒸發
reinterpret 重新解讀
falter 步履蹣跚
durable goods 耐久財
payroll 薪資單
Sahm rule 薩姆定律(曾在美聯儲任職經濟學家Claudia Sahm提出了後來由她命名的薩姆規則,當美國 3 個月失業率移動平均值,減去前一年失業率低點,所得數值超過 0.5% 時,意味著經濟體正經歷衰退階段)
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