Bloomberg觉得短时间没有刺激法案股票也会涨.
U.S. stocks can help lead global peers higher without an immediate jolt of stimulus from Congress and the White House -- there are other factors that can provide support in lieu of cash.
One political factor that could be supportive is more clarity on the outcome of the presidential vote. There are question marks currently hanging over the vote-counting and possible executive transition processes. Should candidate Biden open up a wider lead, markets may take it as a signal of a smoother transition that won’t involve the risks of long vote counts and the courts system. More clarity on the result at the top of the ticket in turn could help a lame-duck Congress move ahead with stimulus -- or in the case of a “blue wave,” give rise to the believe across markets that more spending is on the way.
Beyond those factors, there’s a more momentum-driven case for U.S. stocks centered around earnings and central bank support. That may pale in comparison to a would-be stimulus bump, but it’s still bullish just the same.
U.S. stocks can help lead global peers higher without an immediate jolt of stimulus from Congress and the White House -- there are other factors that can provide support in lieu of cash.
One political factor that could be supportive is more clarity on the outcome of the presidential vote. There are question marks currently hanging over the vote-counting and possible executive transition processes. Should candidate Biden open up a wider lead, markets may take it as a signal of a smoother transition that won’t involve the risks of long vote counts and the courts system. More clarity on the result at the top of the ticket in turn could help a lame-duck Congress move ahead with stimulus -- or in the case of a “blue wave,” give rise to the believe across markets that more spending is on the way.
Beyond those factors, there’s a more momentum-driven case for U.S. stocks centered around earnings and central bank support. That may pale in comparison to a would-be stimulus bump, but it’s still bullish just the same.