颓市多哀鸿 复兴路迢迢

英语自学网

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最近美国各企业的收益数据让人目不暇接，如大家预期的那样，各大公司的收益情况都很差，而且没有最差只有更差
Hints:
Wayne S. Kaufman
John Thomas Financial
Google
General Electric
IBM
Fed
ECB
听写：13blue
主持&校对：fuzinxia
翻译&注释：lulu3496
答疑：betty0925
口语点评：唔哈哈哈哈哈哈
口语节目地址：http://bulo.hujiang.com/menu/2120/item/685898/Well, there's been a real flurry of figures coming out of the US in recent days, not too many good ones though. It's earning season and Wayne S. Kaufman, who's the chief market analyst with John Thomas Financial, has been reading the runes.
"Earning season was expected to be weak, but it's coming in a little worse than expected due to somebody's high-profile disappointment. Like Google, for example, I think that was a shocker. General Electric didn't make people happy. IBM was definitely a shocker. So there's been a lowered expectation, but it's starting out to be even a little worse than people had hoped for."
There's definitely a trend then. What do you put it down to?
Well, that's a great question. We were seeing deterioration really in July and going into August. And the problem is most of the rally that we saw from August first - and we did rally - but most of the rally was due to certain individual big days with the market rally due to policy announcements coming from the Fed and the ECB. So now we're giving back a lot of that. We're in this tough month of October, then we get into the best three-month period of the year which is November, December, January. So here's the thing: If we get past the election and we have not yet seen investor demand picking up, if that demand remains weak, that would be a red flag 'cause we would be in the best period of the year. If demand doesn't pick up, that's a problem."最近美国市场各项数据如潮汹涌，但其中没有几家公司的表现令人满意。当下正值财报季，约翰·汤马斯金融公司首席市场分析师韦恩·S·考夫曼这样解读这些数据。
“财报季的经济预期很差，由于投资者对某些热门公司的失望情绪，现实情况比预期更糟糕，如谷歌公司，其经济状况糟糕透了。通用电气的表现也不令人满意。IBM经济情况着实令人失望。所以预期本来已经很低了，但结果是现实经济状况比人们预期的更差。”
确实有这样的趋势。您怎么解读这个问题？
嗯，问得好。我们观察到，经济从7月开始恶化，并延续至8月。问题是，8月初大部分经济开始振作起来---经济确实有所振作---但很大部分是因为某个重要的大日子的出现---美联储和欧洲央行的政策公布提振了市场。所以十月比较艰难，经济倒退了很多，紧接着我们将迎来一年中经济最好的三个月---11,12和1月。
所以，现在的问题是----如果选举期一过，我们还没有看到市场投资热情恢复，而投资需求仍然较差，这将是个危险信号：我们处于一年中最好的投资期，却没有看到投资需求高涨，这便成了问题。