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高盛研究团队现在预计美国经济在明年进入衰退的可能性为 30%,高于之前的 15%。此外,如果在第一年避免衰退,该公司认为第二年衰退的有条件概率为 25%。该出版物表示,这意味着未来两年的累积概率为 48%,而此前为 35%。
今年 4 月,Hatzius告诉客户,该公司估计“未来 12 个月经济衰退的可能性约为 15%,未来 24 个月经济衰退的可能性为 35%。”
高盛经济学家继续说道。“在没有重大失衡需要缓解的情况下,由适度过度紧缩引起的衰退很可能是轻微的,尽管即使是更轻微的衰退,失业率也会平均上升约 2.5 个百分点。”
他们警告说:
这次的另一个担忧是,财政和货币政策的反应可能比平时更加有限。
本月初,高盛总裁兼首席运营官约翰沃尔德伦警告说,未来将出现前所未有的经济冲击和更艰难的时期。5 月,高级董事长兼前首席执行官劳埃德·布兰克费恩 (Lloyd Blankfein)建议公司和消费者为美国经济衰退做好准备。
来源:金色财经 |
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