观点美国股市

The profits boom is a mixed blessing
企业利润好看的背后

The Kalecki-Levy equation suggests some awkward trade-offs for the US government and markets
科根:“卡莱斯基-利维利润方程”表明,美国政府与市场之间呈现某种此消彼长的棘手局面。在股市高涨的另一面,是消费者不满与财政赤字。

The writer is a financial journalist and author of ‘The Economic Consequences of Mr Trump’Investment analysts are as heady as a schoolboy who has just experienced his first kiss. They are so optimistic that they are upgrading their profit forecasts by record amounts. According to Andrew Lapthorne at Société Générale, the 12-month forward earnings forecast for companies in the MSCI AC World index has been upgraded by $1.2tn in the past year, or 30 per cent. It is not just about technology companies; the high oil price means the energy sector has also seen big upgrades.

本文作者是一名财经记者,也是《特朗普先生的manbetx20客户端下载 后果》(The Economic Consequences of Mr Trump)的作者

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