Investors were in a rather bullish mood last year. The buzz over generative AI and high expectations for company earnings helped stock prices soar. The belief in a “soft landing” scenario for the global economy, where inflation falls without triggering a significant slowdown, entered the mainstream. Traders also started to price in more interest rate cuts than central bankers were signalling, which meant that even bonds made a comeback. This year, all the optimism will be put to the test.
去年,投资者的情绪相当高涨。对生成式人工智能的热议和对公司盈利的高预期助推了股价飙升。认为manbetx app苹果 manbetx20客户端下载 将出现“软着陆”(即通胀下降而不会引发显著放缓)的观点进入主流。交易员们还开始在价格中消化比央行发出的信号更多的降息,这意味着就连债券也出现了反弹。今年,所有的乐观情绪都将受到考验。