证券组合经理警告说,如果GDP增长放缓,通货膨胀上升,美国股票市场就可能出现纠正。
Portfolio manager warns of potential U.S. stock market correction if GDP growth slows and inflation rises.
布赖恩·阿尔塞斯(Brian Arcese)是一位投资组合经理,他警告说,如果GDP增长放缓和通胀上升,美国股票市场可能会面临“健康”的纠正。
Brian Arcese, a portfolio manager, warns that the U.S. stock market could face a "healthy" correction if GDP growth slows and inflation rises.
市场被高估了一段时间,预计2025年增长11%。
The market has been overvalued for some time, with high expectations for 11% growth in 2025.
经济增长放缓或预期收入未达到,可能会引发这种纠正。
A slowdown in economic growth or unmet earnings expectations could trigger this correction.
Arcese指出,美国国内生产总值增长率在第三季度低于预期,10月通货膨胀率上升到2.6%。
Arcese noted that U.S. GDP growth was lower than expected in the third quarter, and inflation rose to 2.6% in October.