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高盛交易员:警惕经济数据裂痕刹停美股涨势

Core Insights - Investors need to remain vigilant over the next 12 months to identify economic data that may threaten the record stock market rally [1] - Employment market data will play a crucial role in signaling potential economic cracks, with a notable statistic indicating that the probability of workers finding new jobs after unemployment is at a historic low of 45% [1] - Despite the S&P 500 reaching a new all-time high, there is a cautious sentiment among seasoned market participants due to concerns over the labor market, fiscal spending, and potential over-optimism regarding artificial intelligence [1] - The market may be underpricing recession risks, as indicated by the cautious stance of experienced market players [1]