Callum Thomas, head of research at Topdown Charts,notes there is a“50% valuation gap” between U.S. and international stocks.
同时,环球投资者,仍热冲投资于美元、美股及房地产,因此,美元将不会大幅下跌。
Meanwhile, global investors arestill investing in hot red dollar, stocks and real estate, so the dollar will not fall sharply.
摩根士丹利承认“时间顺序”和美股登顶的顺序可能会有所不同,因为没有任何两个循环周期是完全一样的。
Morgan Stanley acknowledges that"timing matters" and the actual sequence of market peaks may differ because no two cycles are exactly alike.
更令人感到不祥的是,高盛分析师“估计到2019年底,美股市场下跌10%或以上的可能性为30%”。
More foreboding, Goldman analysts“estimate a 30% chance of a of a 10% or more equity market decline by year-end 2019.”.
相反地,相比于消费者信心指数--危机后体制中的一个偶然性因素,美股估值似乎偏低了10%。
Conversely, relative to consumer confidence,one of the better coincident factors in the post-crisis regime, stock valuations look about 10% too cheap.
萨特米尔对市场今年将达到目标充满信心,但他警告称,美股在此期间容易受到近期再次回调的影响。
Suttmeier is confident the market will get there this year,but he cautioned that stocks are vulnerable in the meantime to another near-term pullback.
白宫官员正在淡化近期美股市场动荡的影响,称这是一次短期的波动,并坚称美国经济依然富有弹性。
White House officials are downplaying the recent chaos in the stock market, saying it's a short-term wobble and insisting the US economy remains resilient.
一些投资者和策略师正赌定国际股市在新的一年表现会超过美股,这种情形自2010年以来只发生过两次。
Several investors andstrategists are betting on international stocks outperforming the U.S. in the new year, something that has only happened twice since 2010.
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