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现在属于经济衰退周期吗?7月28日 近期币圈最重要的日子请注意查收
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7月28日,近期币圈最重要的日子
一个经济体系从繁荣到变成泡沫,然后爆炸崩溃到衰退,再到最后的萧条。
这就是一整个经济的生长周期。现在大家讨论这个市场投资环境不好,死气沉沉。好像我们这个时代是一直沉浸在一种很悲伤的氛围里面。
但是其实是这个经济已经增长到一个太高的位置了,所以现在在往下的方向修正,那么我们是不是要进入另一个经济衰退周期呢?这个答案2022年7月28号就会知道了。大家记住7.28这几个个数字,因为当天的市场应该会有很大的波动。
不知道大家有没有想过一件事情,是谁决定我们要进入经济衰退了?绝不可能只是大众的感觉这么简单吧,难道别人说是你也觉得是吗?
肯定不是这样的,因为美国的经济体目前还是全世界最大的,所以影响市场很关键的那一部分人,叫做美国商业经济分析局——BEA, 主要是从事经济分析的工作,他们拿美国的GDP来当做分析的数据。
GDP叫做国内生产总值,它反映的是整个国家的国民经济运行情况。意思就是说一个国家在特定的时间里面生产出来的劳务跟商品加起来的市场价值。我们常常说的经济增长率就是GDP的增长率。
所以GDP越高代表生产力越高,经济也越活跃,市场就越好。
刚刚说的这个特定的时间里面,基本上单位都是以一个季度来计算,也就是以三个月为一个单位。
但是因为GDP这个名词里面包含的数据实在太多了,很难精准的计算。因此,为了谨慎起见,这个GDP的预测数据每一季会发布三次。因为要宣布经济进入衰退期这是一件大事情,绝对不可以轻忽。所以他们要给三次的预测。
还有另外一个原因是因为每一间公司的这个盈利数据,交出来的时间都不一样,所以这叫做滚动式的收集资料,滚动式的做调整。
市场通常最关注的就是第一次的预测。因为大家等这个数字等最久,第一次预测的结果通常会在第一季结束的一个月之后出来。
拿今年来举例好了,第一季就是一到三月,第一次预测的结果是在四月二十八号出来,刚好是第一季结束之后的一个月,今年的第一次GDP预测,美国的GDP增长率是在负1.4%。那个时候市场看到就开始非常害怕了,开始大卖股票,加密货币。
经济衰退(Recession),美国以经济连续两个季度出现负增长为衰退的定义被人们广泛使用,意思就是说不管GDP的数字是多少,只要连续两季负增长,这就是一个经济衰退了。
今年第一季的第二次GDP 预测是发生在5月26号。在这个预测里面,GDP 从第一次预测的负一点四percent 被修正到负一点五percent,结果是更糟糕啊,这让市场是更害怕,结果又跌。
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