谁能解释为什么这一次LEI(leading economic indicator) 和股市背离了这么久 ?
这个指标是失效了,还是市场很快会崩溃。如果是前者,那么为什么LEI会失效?
Can you explain why the indicator LEI is diverging with market for so long this time unlike previous years? I understand that consumer sentiments has been very bad in the past three years, but what is ISM new orders index and why that no longer indicates the health of the stock market? is it because the market components is moving more toward virtual products (AI, apps, etc) rather than real products?