????結(jié)論是,迄今為止,，金融公司的業(yè)績(jī)超出預(yù)期，這對(duì)于金融板塊股價(jià)構(gòu)成短期利好,。
????關(guān)于美國(guó)經(jīng)濟(jì)增長(zhǎng),，有很多負(fù)面因素在未來(lái)幾個(gè)月將越來(lái)越受到關(guān)注。比如,，到2013年1月1日,，布什減稅計(jì)劃（包括臨時(shí)的個(gè)人所得稅減稅和長(zhǎng)期的失業(yè)救助政策）將全部到期。接著,，2013年1月15日,，由于赤字削減聯(lián)合委員會(huì)（Joint Select Committee on Deficit Reduction）沒(méi)有達(dá)到預(yù)期的目標(biāo)，應(yīng)運(yùn)而生的政府削減汽車開支計(jì)劃將會(huì)開始生效,。這些因素會(huì)扼住美國(guó)經(jīng)濟(jì)增長(zhǎng)命脈嗎,？可能不會(huì)，但2013年一季度的終盤對(duì)弈或許值得我們從現(xiàn)在就開始思考,。
????譯者：早稻米 |
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????The takeaway is that financial companies so far are beating estimates, which is a positive driver for stock prices in the financial sector in the short-term.
????We have a number of negative catalysts relating to U.S. growth that will come more and more into focus in the coming months. Namely, as of January 1st, 2013, the Bush tax cuts, the temporary payroll tax cut, and the long-term unemployment benefits all expire. Then on January 15th, 2013 the automotive government spending cuts, driven by the failure of the Joint Select Committee on Deficit Reduction, go into effect. Will it be check mate for U.S. economic growth? Probably not, but the first quarter of 2013 is certainly an end game to start contemplating. |
