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愛榭克：美國經濟軟著陸是現在進行式！依最佳劇本發展，下半年倒吃甘蔗機會高！｜美股筆記第二季 EP18 episode artwork

EPISODE · Apr 20, 2023 · 8 MIN

愛榭克：美國經濟軟著陸是現在進行式！依最佳劇本發展，下半年倒吃甘蔗機會高！｜美股筆記第二季 EP18

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

#愛榭克 #財訊 #美股筆記 本集錄影時間為2023.04.14。 從經濟成長、通膨趨勢和企業盈利三個面向來看，美國經濟表現穩健，可望降低衰退風險。實質個人消費支出年增率保持在2.5％，實質可支配所得回升到3.3％，未來兩季度有望看到更強勁的增長。採購經理人指數也顯示服務業擴張期情勢並未改變。然而，通膨問題仍受到關注，因為OPEC減產推升油價，可能讓通膨持續上升。 00:00 精彩片段 0021 通膨降溫、OPEC卻反手推升油價，愛榭克如何解讀? 0046 愛榭克解讀美經濟數據，後兩季可望持續增長！ 0231 就業高漲緩解通膨，美國經濟正依最佳劇本發展！ 0436 房租已降價，卻還沒反映至美國通膨數據。 0604 曙光已現？還是風雨前的寧靜？從全美企業盈利看出端倪！ 😎延伸閱讀： 愛榭克：把握利空好時機！美國經濟冷熱適中 下半年多頭可期 https://www.wealth.com.tw/articles/65a757b0-c05d-4fd9-91ff-c38fde02e411 ★ 商業合作請洽 [email protected] 或撥專線 (02)2551-2561 轉 255。 主持｜Frances 陳對 企劃｜吳匡庭 攝影｜吳尚哲 剪輯｜吳尚哲 後製｜吳尚哲 -- Hosting provided by SoundOn -- Hosting provided by SoundOn

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愛榭克：美國經濟軟著陸是現在進行式！依最佳劇本發展，下半年倒吃甘蔗機會高！｜美股筆記第二季 EP18

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