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CITADEL’S RUBNER: Q4 IS THE “RELOAD”

deitaone 美股宏观数据
原文 · SOURCE RECORDS
deitaone 10-02 00:06:42 *Walter Bloomberg

CITADEL’S RUBNER: Q4 IS THE “RELOAD” Citadel Securities’ Scott Rubner expects retail investors to return to U.S. stocks in October after trading activity cooled sharply in September. He says lower positioning, cheaper valuations, returning corporate buybacks and earnings season create a better setup for investors to rebuild exposure. “September delivered much of the reset we wanted to see. Q4 is the reload,” Rubner said.

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译文 · CHINESE

城堡证券的斯科特·鲁布纳预计,在9月交易活动明显降温后,散户投资者将于10月重返美国股市。他表示,更低的持仓、更便宜的估值、企业回购的回归以及财报季,为投资者重建敞口创造了更好的环境。“9月带来了我们期待的大部分调整。Q4是重新加载,”鲁布纳表示。

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