加皇资本市场称 高通胀情景下美股或跌20%

Group 1 - The core viewpoint of the article is that rising oil prices could lead to a significant downturn in the S&P 500 index, with a potential drop of 20% if inflation surges due to these price increases [1] - Analysts from Canaccord Genuity highlight that the U.S. stock market appears vulnerable due to recent rebounds and high valuations [1] - The report indicates that the longer and broader the Middle East conflict, the greater the negative impact on the U.S. stock market [1] Group 2 - In the worst-case scenario, if attacks drive up energy prices, the S&P 500 index is expected to return to its April lows [1] - In a more favorable scenario, the index could decline by approximately 13% [1] - The conflict may raise concerns about consumer conditions, the overall economy, and the Federal Reserve's monetary policy, which could negatively affect stock prices [1]