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Jim Cramer Says 'We're In A Recessionless Recession,' Points To Uber And Other Strong Corporate Earnings As Reassuring Sign

Jim Cramer Says 'We're In A Recessionless Recession,' Points To Uber And Other Strong Corporate Earnings As Reassuring Sign

吉姆·克拉默说:“我们正处于没有衰退的衰退中”,并指出优步和其他强劲的公司收益是令人放心的迹象。
Benzinga ·  23:48

Despite the recent market turmoil, Jim Cramer has offered a reassuring perspective, suggesting that the current corporate earnings do not indicate an impending recession.

尽管最近市场动荡,吉姆·克拉默(Jim Cramer)提供了安慰人心的观点,认为当前的企业收益并不表明即将出现衰退。

What Happened: CNBC host Cramer shared his insights on the corporate earnings reports, indicating that they do not signal a serious recession. He emphasized that the microdata from individual companies' reports does not support the notion of an imminent recession, reported CNBC on Tuesday.

发生了什么事:CNBC主持人克拉默分享了他对企业收益报告的看法,表示它们并不表明严重的经济衰退。CNBC在周二报道称,他强调来自个别公司报告的微观数据并不支持即将出现衰退的观点。

"I think we're in a recessionless recession because I follow the actual micro data from individual companies that report," Cramer said. "When you run down the companies that reported in the last 24 hours, it's very hard to make the case that we're headed for a serious recession from here."

“我认为我们正处于无衰退萧条期,因为我跟踪零散的公司实际微观数据的报道。当你运行过去24小时内报告的公司,很难找到一个严重衰退的理由。” 克拉默说。

He highlighted the strong performance of companies such as Caterpillar Inc. (NYSE:CAT) and Builders FirstSource, Inc. (NYSE:BLDR), which exceeded expectations. Cramer also pointed out the encouraging results from consumer discretionary companies like Uber Technologies Inc (NYSE:UBER), Molson Coors Beverage Co (NYSE:TAP), Planet Fitness Inc (NYSE:PLNT), and Yum! Brands, Inc. (NYSE:YUM).

他强调卡特彼勒公司(NYSE:CAT)和建筑材料供应商Builders FirstSource,Inc.(NYSE:BLDR)等公司的强劲表现超过了预期。克拉默还指出,像优步技术公司(NYSE:UBER)、莫尔森科尔斯饮料公司(NYSE:TAP)、Planet Fitness公司(NYSE:PLNT)和百胜餐饮品牌集团公司(NYSE:YUM)这样的消费自主公司也取得了鼓舞人心的成果。

"There was just great quarter after great quarter after great quarter this morning. They just can't be seen by those who refuse to do the homework and only listen to central bankers," Cramer said.

“今天早上,只有出色的季度接着出色的季度。而那些拒绝用功只听取央行人士的想法并没有意识到。” 克拉默说。

Why It Matters: Cramer's comments come amid a period of economic uncertainty and market volatility. Despite the fears of a recession, several experts have expressed a contrary view.

为什么很重要:克拉默的评论发生在经济不确定和市场波动的时期。尽管有衰退的担忧,但几位专家已经表达了相反的观点。

For instance, economist Claudia Sahm, who developed the Sahm Rule, has stated that she does not believe the U.S. economy is in a recession.

例如,发展Sahm规则的经济学家Claudia Sahm表示,她不认为美国经济处于衰退中。

Similarly, veteran Wall Street investor Ed Yardeni has challenged the recession fears, asserting that he does not expect a hard landing.

同样,资深华尔街投资者Ed Yardeni挑战了衰退的担忧,他认为不会出现严重经济衰退。

Despite the ongoing debate, the market has been experiencing significant fluctuations. The possibility of an emergency rate cut by the Federal Reserve was even speculated after recent shockwaves in the interest rate markets. However, the implied probability of a Fed emergency rate cut in 2024 dropped sharply to 14% by Tuesday.

尽管持续辩论,但市场经历了显著波动。在利率市场最近的冲击后,甚至出现了联邦储备委员会进行紧急降息的可能性的猜测。然而,周二联邦紧急降息的暗示概率急剧下降到了14%。

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Image Via Shutterstock

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This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote

本报道使用Benzinga Neuro生成,并由Kaustubh Bagalkote

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