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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·克拉默說:“我們正處於沒有衰退的衰退中”,並指出優步和其他強勁的公司收益是令人放心的跡象。
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.

儘管最近市場動盪,吉姆·克拉默(Jim Cramer)提供了安慰人心的觀點,認爲當前的企業收益並不表明即將出現衰退。

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.

發生了什麼事:CNBC主持人克拉默分享了他對企業收益報告的看法,表示它們並不表明嚴重的經濟衰退。CNBC在週二報道稱,他強調來自個別公司報告的微觀數據並不支持即將出現衰退的觀點。

"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."

“我認爲我們正處於無衰退蕭條期,因爲我跟蹤零散的公司實際微觀數據的報道。當你運行過去24小時內報告的公司,很難找到一個嚴重衰退的理由。” 克拉默說。

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).

他強調卡特彼勒公司(NYSE:CAT)和建築材料供應商Builders FirstSource,Inc.(NYSE:BLDR)等公司的強勁表現超過了預期。克拉默還指出,像優步技術公司(NYSE:UBER)、莫爾森科爾斯飲料公司(NYSE:TAP)、Planet Fitness公司(NYSE:PLNT)和百勝餐飲品牌集團公司(NYSE:YUM)這樣的消費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。而那些拒絕用功只聽取央行人士的想法並沒有意識到。” 克拉默說。

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.

爲什麼很重要:克拉默的評論發生在經濟不確定和市場波動的時期。儘管有衰退的擔憂,但幾位專家已經表達了相反的觀點。

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,發展Sahm規則的經濟學家Claudia Sahm表示,她不認爲美國經濟處於衰退中。

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

同樣,資深華爾街投資者Ed Yardeni挑戰了衰退的擔憂,他認爲不會出現嚴重經濟衰退。

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.

儘管持續辯論,但市場經歷了顯著波動。在利率市場最近的衝擊後,甚至出現了聯邦儲備委員會進行緊急減息的可能性的猜測。然而,週二聯邦緊急減息的暗示概率急劇下降到了14%。

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圖片來自Shutterstock。

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

本報道使用Benzinga Neuro生成,並由Kaustubh Bagalkote

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