在经济衰退信号屡屡报警中,美国经济继续表现出韧性,这次“沃尔玛衰退”信号也要失效了? 目前“沃尔玛衰退信号”(WRS)处于疫情初期以来最高水平,拉响了衰退警报。今年以来,沃尔玛股价一路飙升,上涨了 80%,而标普全球奢侈品指数基本保持不变,该指标大幅走高。 “沃尔玛衰退信号”由前富国银行资产管理策略师Jim Paulsen提出,这一指标通过比较沃尔玛股价与奢侈品股票指数的相对表现来预测经济衰退风险...
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