{"id":208283,"date":"2022-09-13T13:46:56","date_gmt":"2022-09-13T13:46:56","guid":{"rendered":"https:\/\/bm.dev.synology.me\/?p=208283"},"modified":"2022-09-13T13:46:56","modified_gmt":"2022-09-13T13:46:56","slug":"jpmorgan-cea-mai-mare-banca-americana-tempereaza-apele-scaderea-economiei-americane-va-fi-usoara-si-nu-va-intra-in-recesiune","status":"publish","type":"post","link":"https:\/\/bm.dev.synology.me\/?p=208283","title":{"rendered":"JPMorgan, cea mai mare banc\u0103 american\u0103, tempereaz\u0103 apele: Sc\u0103derea economiei americane va fi u\u015foar\u0103 \u015fi nu va intra \u00een recesiune"},"content":{"rendered":"<p>\nDatele recente care indic\u0103 moderarea infla\u0163iei \u015fi a presiunilor salariale, redresarea cre\u015fterii \u015fi stabilizarea \u00eencrederii consumatorilor sugereaz\u0103 c\u0103 lumea va evita o recesiune, a scris luni o echip\u0103 de anali\u015fti dintre care se num\u0103r\u0103 \u015fi Marko Kolanovic \u015fi Nikolaos Panigirtzoglou, a raportat Bloomberg.<\/p>\n<p>\nPie\u0163ele pot beneficia de stimulente fiscale \u00een China \u015fi de planuri de sprijin energetic \u00een Europa, au declarat ace\u015ftia.<\/p>\n<p>\n\u201eDatele economice \u015fi pozi\u0163ionarea investitorilor sunt factori mai importan\u0163i pentru performan\u0163a activelor riscante dec\u00e2t retorica b\u0103ncii centrale\u201d, au scris strategii. \u201eMen\u0163inem o pozi\u0163ie pro-risc.\u201d<\/p>\n<p>\nSentimentul pozitiv al comercian\u0163ilor \u015fi investitorilor a revenit pe pie\u0163e globale \u00een ultimele zile, pe fondul speran\u0163elor c\u0103 infla\u0163ia ar fi putut atinge v\u00e2rful, cel pu\u0163in \u00een SUA.<\/p>\n<p>\nJPMorgan sus\u0163ine c\u0103 o sc\u0103dere treptat\u0103 a infla\u0163iei ar trebui s\u0103 fie pozitiv\u0103 pentru ac\u0163iunile ciclice \u015fi titlurile de capitalizare mic\u0103, pe care le prefer\u0103 \u00eempreun\u0103 cu ac\u0163iunile pie\u0163elor emergente \u015fi chineze \u00een detrimentul defensivelor \u201ecostisitoare\u201d.&nbsp;<\/p>\n<p>\nOficialii JPMorgan au declarat: \u201eSus\u0163inem c\u0103 infla\u0163ia se va rezolva de la sine pe m\u0103sur\u0103 ce distorsiunile se estompeaz\u0103. Credem c\u0103 Fed a reac\u0163ionat exagerat cu o cre\u015ftere de 75 bps. Vom vedea probabil implementarea unui pivot Fed, foarte benefic pentru activele ciclice.\u201d<\/p>\n<p>\nPotrivit strategilor b\u0103ncii, curbele randamentului obliga\u0163iunilor americane \u015fi europene se vor aplatiza. Oficialii continu\u0103 s\u0103 r\u0103m\u00e2n\u0103 \u00eencrez\u0103tori cu privire la evolu\u0163ia dolarului.<\/p>\n<p>\nDatele existente sugereaz\u0103 c\u0103 economia global\u0103 se \u00eendreapt\u0103 spre o \u201eaterizare u\u015foar\u0103\u201d, a declarat Isaac Poole, director de investi\u0163ii la Oreana Financial Services Ltd. \u201eSuntem de p\u0103rere c\u0103, \u00een cadrul acestui scenariu, c\u00e2\u015ftigurile ar putea fi relativ bune anul viitor \u00een SUA.\u201d<\/p>\n<div>\n&nbsp;<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Datele recente care indic\u0103 moderarea infla\u0163iei \u015fi a presiunilor salariale, redresarea cre\u015fterii \u015fi stabilizarea \u00eencrederii consumatorilor sugereaz\u0103 c\u0103 lumea va evita o recesiune, a scris luni o echip\u0103 de anali\u015fti dintre care se num\u0103r\u0103 \u015fi Marko Kolanovic \u015fi Nikolaos Panigirtzoglou, a raportat Bloomberg. Pie\u0163ele pot beneficia de stimulente fiscale \u00een China \u015fi de planuri de [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[10888,236,246,17224,184,16538,179,8327,52602],"class_list":["post-208283","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-americana","tag-banca","tag-crestere","tag-evitare","tag-inflatie","tag-jpmorgan","tag-recesiune","tag-scadere","tag-usoara"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/208283","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=208283"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/208283\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=208283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=208283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=208283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}