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这次疫情所带来的经济危机总是让人联想到2008的次贷危机。记得从去年开始到今年年初,地里就不断的有小伙伴发帖问什么时候到下一次经济危机,毕竟“经济周期为10年”的所谓定律已经到了甚至超过了,过去10年美股就像做了直升飞机,也有不少朋友因此获得财务自由。
但疫情的突然袭击一下子就改变了全世界,改变了经济环境更改变了人们的生活习惯。这也让我们开始寻找这次和08年到底有哪些相似又有哪些不同。随着疫情的缓和,全世界各地开始reopen,Bloomberg撰文谈论了这次危机和08年危机之间的差异。
上一场危机的重灾区是银行业、房地产业、建筑业,这次危机中,迄今表现较好。而上次让经济摆脱衰退的强势领域之一石油行业却出现了活久见的负37美元一桶。
上次经济危机时,沿海大城市房产行业表现耀眼、投资回报很高,其强劲的就业市场也是经济走出大衰退的源泉,但是这次的情况可能正好相反:更多的人开始考虑逃离湾区、逃离纽约、逃离大都市搬去房价更低的农村。甚至很多年轻人放弃了大都市的求学机会选择了在当地上学,这也会让都市房产需求量持续走低。
The economic crisis brought about by this outbreak is always reminiscent of the subprime mortgage crisis in 2008. Remember from last year to the beginning of this year, the ground has been constantly small partners posted to ask when to the next economic crisis, after all, the law of the economic cycle 10 years has arrived or even exceeded, the past 10 years of the us stock market is like a helicopter, of course, there are many friends so as to obtain financial freedom. However, the sudden attack of the epidemic has changed the whole world, changed the economic environment and changed people's living habits. This is where we start to see how similar and how different this is from 2008. As the outbreak, the world began to reopen, at least for now, we saw the crisis and the crisis of 2008 have obvious difference. Banking, real estate and construction, the epicentre of the last crisis, have done better so far. And in the strong sector that pulled the economy out of the great recession last time, the oil industry has seen a long-lived negative $37 a barrel. The same urban housing sector that shone last time, because the coastal cities and their strong job markets are also a source of strength for the economy out of the great recession. But this time it may be the other way around, with more people thinking about fleeing the bay area, from New York, from the big cities and moving to the countryside where prices are lower. Many young people even choose to study in the city instead of studying in the big cities, which will keep the demand for urban real estate low. source
指尖新闻:高信噪比,一目了然
新冠疫情追踪
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