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2021-06-10

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Foreign Media Headlines: US SEC Chairman Proposes a Broad Assessment of Stock Trading Rules

2021-08-01

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How does the global market go in August? These events will affect risk sentiment

2021-07-31

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2021-08-05

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stagflation Risk Increased! Goldman Sachs: Hedge well against sharp declines in U.S. stocks

2021-06-17

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Fed Dot Plot: Median Expectations Fed Will rate hike Twice By End Of 2023

2021-08-13

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2021-06-08

Good job g7

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2021-06-08

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11:17","market":"us","language":"zh","title":"stagflation Risk Increased! Goldman Sachs: Hedge well against sharp declines in U.S. stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2156717176","media":"华尔街见闻","summary":"美股仍处高位，不过已经有华尔街大行开始警告下跌的风险了。高盛就提醒投资者，市场开始变得相当不稳定了，要关注股票下跌风险，并做好对冲准备。\n高盛策略师Christian Mueller-Glissman","content":"<p>U.S. stocks remain high, but some major Wall Street banks have begun to warn of the risk of falling.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Just remind investors that the market is beginning to become quite unstable, pay attention to the risk of stock decline and be prepared to hedge.</p><p>Christian Mueller-Glissmann, a strategist at Goldman Sachs, said in a recent research report that the S&P 500 index has not fallen by 5% for 187 days, which is one of the longest periods in the past 100 years; As stocks and bonds become more expensive, multi-asset portfolios are also becoming more vulnerable to interest rate and economic growth shocks.</p><p><b>Mueller-Glissmann first took a closer look at recent inflation indicators, noting that breakeven inflation outperforms other \"procyclical\" assets.</b>Generally speaking, the two have always been closely related throughout history; But recent performance shows that breakeven inflation appears to be increasingly different from various historical correlation indicators.</p><p>First, EU breakeven inflation outperformed assets like Cyclicals (EU Cyclicals vs Defensives) last week. Moreover, in fact, this trend has appeared since the second quarter of this year.</p><p>Not only in Europe, but also in the United States. Since the second half of last year, US breakeven inflation (US breakeves) and procyclical assets (US cyclical vs Defensives) began to decouple continuously.</p><p><b>Breakeven inflation is commonly used to measure inflation expectations. It is important to note, however, that the rise in breakeven inflation is not reflected in the more important real interest rate.</b></p><p>Conversely, real interest rates across the term structure have been falling as breakeven inflation has risen, with the 10 year real rate in both Europe and the US hitting new lows in recent times.</p><p><b>In this case, Goldman Sachs warned that such low real interest rates point to the market's pricing of stagflation risk, which seems to be somewhat contradictory to the economic recovery.</b>In the view of Goldman Sachs economists, the U.S. economic recovery is generally on track, and inflationary pressures will eventually ease.</p><p>At the heart of reflation are bonds. Bonds have risen strongly since June and the yield curve has flattened, hinting not only at the risk of a recent slowdown in economic growth, but also at the risk of sustained long-term stagnation in the new cycle as monetary and fiscal support wears off. Additionally, the downside in long-term bond yields is largely driven by real yields, while break-even inflation is sticky — suggesting growing concerns about stagflation. Regarding the market outlook, Goldman Sachs strategist Mueller-Glissmann said that the market may need some catalysts to reprice higher interest rates, and this week's strong jobs report may help clarify the future trend.</p><p><b>Moreover, he warned that the risk of a stock market correction has increased. Moreover, the widening gap between S&P 500 returns and changes in bond yields over the past six months, coupled with the fact that real interest rates are already very low and stock valuations are very high, makes stocks more vulnerable to economic growth and interest rates.</b></p><p>In addition to the above reasons, Goldman Sachs gave other reasons in the report.</p><p>Goldman's Risk Appetite Indicator, for example, has plummeted recently. Looking at the index composition, growth optimism (RAI PC1) remains under pressure. This means that although the earnings season in Europe and the United States is generally strong going forward, the market is still not convinced that there will be more positive growth drivers at the end of the year and the new cycle, considering the beginning of disappointing fiscal stimulus measures in the United States and the drag on consumption by the COVID-19 pandemic.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>stagflation Risk Increased! Goldman Sachs: Hedge well against sharp declines in U.S. stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nstagflation Risk Increased! Goldman Sachs: Hedge well against sharp declines in U.S. stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-04 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stocks remain high, but some major Wall Street banks have begun to warn of the risk of falling.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Just remind investors that the market is beginning to become quite unstable, pay attention to the risk of stock decline and be prepared to hedge.</p><p>Christian Mueller-Glissmann, a strategist at Goldman Sachs, said in a recent research report that the S&P 500 index has not fallen by 5% for 187 days, which is one of the longest periods in the past 100 years; As stocks and bonds become more expensive, multi-asset portfolios are also becoming more vulnerable to interest rate and economic growth shocks.</p><p><b>Mueller-Glissmann first took a closer look at recent inflation indicators, noting that breakeven inflation outperforms other \"procyclical\" assets.</b>Generally speaking, the two have always been closely related throughout history; But recent performance shows that breakeven inflation appears to be increasingly different from various historical correlation indicators.</p><p>First, EU breakeven inflation outperformed assets like Cyclicals (EU Cyclicals vs Defensives) last week. Moreover, in fact, this trend has appeared since the second quarter of this year.</p><p>Not only in Europe, but also in the United States. Since the second half of last year, US breakeven inflation (US breakeves) and procyclical assets (US cyclical vs Defensives) began to decouple continuously.</p><p><b>Breakeven inflation is commonly used to measure inflation expectations. It is important to note, however, that the rise in breakeven inflation is not reflected in the more important real interest rate.</b></p><p>Conversely, real interest rates across the term structure have been falling as breakeven inflation has risen, with the 10 year real rate in both Europe and the US hitting new lows in recent times.</p><p><b>In this case, Goldman Sachs warned that such low real interest rates point to the market's pricing of stagflation risk, which seems to be somewhat contradictory to the economic recovery.</b>In the view of Goldman Sachs economists, the U.S. economic recovery is generally on track, and inflationary pressures will eventually ease.</p><p>At the heart of reflation are bonds. Bonds have risen strongly since June and the yield curve has flattened, hinting not only at the risk of a recent slowdown in economic growth, but also at the risk of sustained long-term stagnation in the new cycle as monetary and fiscal support wears off. Additionally, the downside in long-term bond yields is largely driven by real yields, while break-even inflation is sticky — suggesting growing concerns about stagflation. Regarding the market outlook, Goldman Sachs strategist Mueller-Glissmann said that the market may need some catalysts to reprice higher interest rates, and this week's strong jobs report may help clarify the future trend.</p><p><b>Moreover, he warned that the risk of a stock market correction has increased. Moreover, the widening gap between S&P 500 returns and changes in bond yields over the past six months, coupled with the fact that real interest rates are already very low and stock valuations are very high, makes stocks more vulnerable to economic growth and interest rates.</b></p><p>In addition to the above reasons, Goldman Sachs gave other reasons in the report.</p><p>Goldman's Risk Appetite Indicator, for example, has plummeted recently. Looking at the index composition, growth optimism (RAI PC1) remains under pressure. This means that although the earnings season in Europe and the United States is generally strong going forward, the market is still not convinced that there will be more positive growth drivers at the end of the year and the new cycle, considering the beginning of disappointing fiscal stimulus measures in the United States and the drag on consumption by the COVID-19 pandemic.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637091\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3637091","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156717176","content_text":"美股仍处高位，不过已经有华尔街大行开始警告下跌的风险了。高盛就提醒投资者，市场开始变得相当不稳定了，要关注股票下跌风险，并做好对冲准备。\n高盛策略师Christian Mueller-Glissmann在最近的一篇研报中表示，标普500指数已经有187天没有出现下跌5%的情况，为过去100年来最长持续时间之一；随着股票和债券越来越贵，多资产组合也变得更容易受到利率和经济增长冲击的影响。\nMueller-Glissmann首先仔细观察了近期的通胀指标，指出盈亏平衡通胀表现优于其他“顺周期”资产。通常来说，这两者在历史上一直是密切相关的；但是近期的表现显示，盈亏平衡通胀与各种历史相关性指标的差异似乎越来越大。\n首先，上周欧洲盈亏平衡通胀（EU breakeven inflation）表现优于周期股等资产（EU Cyclicals vs Defensives）。并且，实际上今年二季度以来就已经出现了这一趋势。\n不仅是欧洲，美国也是如此。去年下半年开始美国盈亏平衡通胀（US breakeves）和顺周期资产（US cyclical vs Defensives）就开始不断脱钩了。\n盈亏平衡通胀通常被用于衡量通胀预期。然而需要注意的是，盈亏平衡通胀的上升并没有反映在更重要的实际利率上。\n相反，随着盈亏平衡通胀的上升，整个期限结构的实际利率一直在下降，欧洲和美国的10年期实际利率均在近期创下了新低。\n对于上述情形，高盛警告，如此低的实际利率水平指向了市场对滞涨风险的定价，而这似乎与经济复苏有些矛盾。在高盛经济学家看来，美国经济复苏大体上处在轨道上，通胀压力最终也会缓解。\n\n 通货再膨胀的核心是债券。债券自6月以来强劲上扬，收益率曲线趋平，不仅暗示了近期经济增长放缓的风险，同时也显示了随着货币和财政支持的消失，新一周期内持续长期停滞的风险。此外，长期限债券收益率下行主要是由实际收益率推动的，而盈亏平衡通胀具有粘性——这表明对滞涨的担忧日益加剧。\n\n对于后市的走势，高盛策略师Mueller-Glissmann表示，市场可能需要一些催化剂来重新定价更高的利率，本周强劲的就业报告可能有助于明晰日后的趋势。\n此外，他还警告，股市调整的风险已经增加了。此外，过去6个月，标普500回报率和债券收益率变化之间的差距不断扩大，再加上实际利率已经非常低了，且股票估值非常高，这使得股票更易受到经济增长和利率的冲击。\n除了上述原因之外，高盛还在报告中给出了其他理由。\n比如，高盛风险偏好指标（Goldman's Risk Appetite Indicator）近期重挫。从指数组成来看，增长乐观情绪（RAI PC1）仍处于压力之下。这意味着尽管往后看欧洲和美国的财报季总体强劲，但是考虑到美国财政刺激措施开始令人失望，以及新冠疫情拖累了消费，市场仍然不相信在年底和新周期会出现更多积极的增长动力。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":4318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802848391,"gmtCreate":1627770544413,"gmtModify":1703495518251,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802848391","repostId":"1120441766","repostType":4,"repost":{"id":"1120441766","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1627665833,"share":"https://ttm.financial/m/news/1120441766?lang=en_US&edition=fundamental","pubTime":"2021-07-31 01:23","market":"us","language":"zh","title":"How does the global market go in August? These events will affect risk sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120441766","media":"Wind万得","summary":"随着7月进入尾声，投资者开始关注8月市场热点事件。美联储一如既往地成为焦点，但企业财报、市场波动等因素也不容忽视。\n8月通常会带来美股交易速度的放缓，特别是在月中旬，因为这期间将近一半企业都已公布财报","content":"<p>As July draws to a close, investors are beginning to pay attention to the hot market events in August. The Federal Reserve, as always, is in focus, but factors such as corporate earnings reports and market volatility can't be ignored.</p><p>August usually brings a slowdown in U.S. stock trading, especially in the middle of the month, when nearly half of companies have reported earnings. From a historical perspective at least, though, there are still some weak seasonal trends in stocks heading into September. This is worth watching, especially considering both inflation and stock valuations remain concerning.</p><p><b>Corporate earnings season</b></p><p>After the Federal Reserve's late July meeting, investors can refocus on corporate earnings season. The Federal Reserve is a key component, but earnings drive the U.S. stock market in the long run. At the end of July, the second-quarter earnings season was exactly in line with analysts' expectations, or even partially beat them.</p><p>On July 19, the S&P 500 fell 2% on concerns about the Delta virus mutation, with a slight little swing; However, in late July, the bright performance of the earnings season basically boosted the major sectors of U.S. stocks. Entering August,<a href=\"https://laohu8.com/S/DAL\">Delta Airlines</a>The performance has worried many investors. There are signs that more countries and regions will re-tighten restrictions on outbound travel as the virus spreads further.</p><p>Markets can't expect changes from the virus, but if things worsen, it could mean people returning to so-called \"defensive\" areas, namely fixed income, very large tech stocks and the dollar.</p><p>Back to earnings, from big banks to Snap,<a href=\"https://laohu8.com/S/IBM\">IBM</a>、<a href=\"https://laohu8.com/S/HON\">Honeywell</a>、<a href=\"https://laohu8.com/S/T\">American Telephone and Telegraph</a>Companies and<a href=\"https://laohu8.com/S/AXP\">American Express</a>, many companies performed reasonably well in their July reports, as did airlines and railways. There is an argument that if railways operate well, then the wider economy will also develop well, as transport tends to be a barometer of aggregate demand.</p><p>Investor earnings estimates for the full quarter are also on the rise, with analysts now expecting second-quarter earnings to rise 74.2%, compared to 69.4% estimates. Since July, companies in a number of industries (led by the financial, healthcare, information technology and communication services industries) have reported earnings that have exceeded expectations, resulting in improvements in overall earnings expectations.</p><p>But on the other hand, market weaknesses remain, such as in the semiconductor sector.<a href=\"https://laohu8.com/S/INTC\">Intel</a>And<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Neither has failed to impress investors, with shares of both companies on the defensive. In addition, investors have digested the expectation of strong corporate earnings, and some companies need to exceed expectations or have a broad room for growth to attract more capital inflows. This also explains why bank stocks failed to rise sharply on strong results.</p><p><b>Federal Reserve Policy Support and Economic Data</b></p><p>\"No fight with the Fed\" doesn't seem to have changed either. It's a term coined decades ago by traders who thought the Fed would step in to prop up stocks in any downturn. Fed Chair Jerome Powell said earlier this month that the Fed remains committed to easy monetary policy and that high inflation could cool.</p><p>The Fed's rhetoric will affect a \"key indicator\" of global assets: Will U.S. Treasury Bond yields get back on an upward path in August, or will they fall below a nearly five-month low of 1.2% again? Falling yields tend to help so-called \"growth\" sectors such as technology, while rising yields tend to help \"cyclical\" sectors such as finance and energy. The ongoing tug-of-war between growth and value throughout the year shows no sign of disappearing.</p><p>Earlier this year, there were plenty of people on Wall Street who thought Jackson Hole could be the time and place for the Fed to announce its long-awaited taper. That doesn't have to be the case now: The steady decline in U.S. bond yields since the end of March appears to have given the Fed more room to maneuver to maintain its $120 billion-a-month bond purchase program. It's a strategy the Fed uses to inject liquidity and keep interest rates low, and it seems to have worked.</p><p>The U.S. economy grew more than 6% in the first quarter of this year, and the 10-year U.S. Treasury Bond yield was nearly 1.3% at the end of July. That's a surprisingly low yield given economic growth and month-to-month high inflation.</p><p>Both Powell and President Biden said in late July that the current high inflation would not last. To be sure, most in the market will be keeping a close eye on the July consumer and producer prices, which are released in August, as well as the July jobs report. Job growth rebounded in June after months of weakness. The focus may now turn more to wage growth: If employers have to start raising wages significantly to attract workers, it could also raise inflation concerns.</p><p>By the time the Jackson Hole meeting approaches, investors may have a better sense of whether the Fed is ready to act, or at least predict stimulus from the Fed. Some economists note that the Federal Reserve continues to buy mortgage-backed securities, which provides unnecessary ammunition for an already overheated housing market.</p><p><b>US stock volatility raises concerns</b></p><p>August could be a respite for investors. Traditionally, this is due to a time when many traders have gone on vacation and volatility and trading volumes tend to decline. There was some disruption to this seasonal factor last year, but if fears of the pandemic hadn't continued to grow, Wall Street might have a more normal holiday schedule.</p><p>In August, the CBOE Volatility Index (VIX) is likely to receive more attention. In mid-July, the index briefly rose above 20 before falling back to 17, the same level as earlier this month. The historical average for the VIX is around 20, but levels well below 20 tend to indicate that people expect less turmoil ahead.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>pointed out that the seasonal factors in August were not favorable for the market, and from historical data, U.S. stocks showed a downward trend throughout August, which was the fourth worst two-week seasonal period of the year. Since 1950, the S&P 500 has risen more than 10% in the first half of that year 19 times in 72 years. Specifically, after a strong market performance in the first half of the year, median returns typically decline 51 basis points in August before rising again.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How does the global market go in August? These events will affect risk sentiment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow does the global market go in August? These events will affect risk sentiment\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-07-31 01:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>As July draws to a close, investors are beginning to pay attention to the hot market events in August. The Federal Reserve, as always, is in focus, but factors such as corporate earnings reports and market volatility can't be ignored.</p><p>August usually brings a slowdown in U.S. stock trading, especially in the middle of the month, when nearly half of companies have reported earnings. From a historical perspective at least, though, there are still some weak seasonal trends in stocks heading into September. This is worth watching, especially considering both inflation and stock valuations remain concerning.</p><p><b>Corporate earnings season</b></p><p>After the Federal Reserve's late July meeting, investors can refocus on corporate earnings season. The Federal Reserve is a key component, but earnings drive the U.S. stock market in the long run. At the end of July, the second-quarter earnings season was exactly in line with analysts' expectations, or even partially beat them.</p><p>On July 19, the S&P 500 fell 2% on concerns about the Delta virus mutation, with a slight little swing; However, in late July, the bright performance of the earnings season basically boosted the major sectors of U.S. stocks. Entering August,<a href=\"https://laohu8.com/S/DAL\">Delta Airlines</a>The performance has worried many investors. There are signs that more countries and regions will re-tighten restrictions on outbound travel as the virus spreads further.</p><p>Markets can't expect changes from the virus, but if things worsen, it could mean people returning to so-called \"defensive\" areas, namely fixed income, very large tech stocks and the dollar.</p><p>Back to earnings, from big banks to Snap,<a href=\"https://laohu8.com/S/IBM\">IBM</a>、<a href=\"https://laohu8.com/S/HON\">Honeywell</a>、<a href=\"https://laohu8.com/S/T\">American Telephone and Telegraph</a>Companies and<a href=\"https://laohu8.com/S/AXP\">American Express</a>, many companies performed reasonably well in their July reports, as did airlines and railways. There is an argument that if railways operate well, then the wider economy will also develop well, as transport tends to be a barometer of aggregate demand.</p><p>Investor earnings estimates for the full quarter are also on the rise, with analysts now expecting second-quarter earnings to rise 74.2%, compared to 69.4% estimates. Since July, companies in a number of industries (led by the financial, healthcare, information technology and communication services industries) have reported earnings that have exceeded expectations, resulting in improvements in overall earnings expectations.</p><p>But on the other hand, market weaknesses remain, such as in the semiconductor sector.<a href=\"https://laohu8.com/S/INTC\">Intel</a>And<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Neither has failed to impress investors, with shares of both companies on the defensive. In addition, investors have digested the expectation of strong corporate earnings, and some companies need to exceed expectations or have a broad room for growth to attract more capital inflows. This also explains why bank stocks failed to rise sharply on strong results.</p><p><b>Federal Reserve Policy Support and Economic Data</b></p><p>\"No fight with the Fed\" doesn't seem to have changed either. It's a term coined decades ago by traders who thought the Fed would step in to prop up stocks in any downturn. Fed Chair Jerome Powell said earlier this month that the Fed remains committed to easy monetary policy and that high inflation could cool.</p><p>The Fed's rhetoric will affect a \"key indicator\" of global assets: Will U.S. Treasury Bond yields get back on an upward path in August, or will they fall below a nearly five-month low of 1.2% again? Falling yields tend to help so-called \"growth\" sectors such as technology, while rising yields tend to help \"cyclical\" sectors such as finance and energy. The ongoing tug-of-war between growth and value throughout the year shows no sign of disappearing.</p><p>Earlier this year, there were plenty of people on Wall Street who thought Jackson Hole could be the time and place for the Fed to announce its long-awaited taper. That doesn't have to be the case now: The steady decline in U.S. bond yields since the end of March appears to have given the Fed more room to maneuver to maintain its $120 billion-a-month bond purchase program. It's a strategy the Fed uses to inject liquidity and keep interest rates low, and it seems to have worked.</p><p>The U.S. economy grew more than 6% in the first quarter of this year, and the 10-year U.S. Treasury Bond yield was nearly 1.3% at the end of July. That's a surprisingly low yield given economic growth and month-to-month high inflation.</p><p>Both Powell and President Biden said in late July that the current high inflation would not last. To be sure, most in the market will be keeping a close eye on the July consumer and producer prices, which are released in August, as well as the July jobs report. Job growth rebounded in June after months of weakness. The focus may now turn more to wage growth: If employers have to start raising wages significantly to attract workers, it could also raise inflation concerns.</p><p>By the time the Jackson Hole meeting approaches, investors may have a better sense of whether the Fed is ready to act, or at least predict stimulus from the Fed. Some economists note that the Federal Reserve continues to buy mortgage-backed securities, which provides unnecessary ammunition for an already overheated housing market.</p><p><b>US stock volatility raises concerns</b></p><p>August could be a respite for investors. Traditionally, this is due to a time when many traders have gone on vacation and volatility and trading volumes tend to decline. There was some disruption to this seasonal factor last year, but if fears of the pandemic hadn't continued to grow, Wall Street might have a more normal holiday schedule.</p><p>In August, the CBOE Volatility Index (VIX) is likely to receive more attention. In mid-July, the index briefly rose above 20 before falling back to 17, the same level as earlier this month. The historical average for the VIX is around 20, but levels well below 20 tend to indicate that people expect less turmoil ahead.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>pointed out that the seasonal factors in August were not favorable for the market, and from historical data, U.S. stocks showed a downward trend throughout August, which was the fourth worst two-week seasonal period of the year. Since 1950, the S&P 500 has risen more than 10% in the first half of that year 19 times in 72 years. Specifically, after a strong market performance in the first half of the year, median returns typically decline 51 basis points in August before rising again.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120441766","content_text":"随着7月进入尾声，投资者开始关注8月市场热点事件。美联储一如既往地成为焦点，但企业财报、市场波动等因素也不容忽视。\n8月通常会带来美股交易速度的放缓，特别是在月中旬，因为这期间将近一半企业都已公布财报。不过，至少从历史的角度来看，进入9月份，股市仍有一些疲软的季节性趋势。这一点值得关注，尤其是考虑到通胀和股票估值都仍令人担忧。\n企业财报季\n在美联储7月底的会议之后，投资者可以重新关注企业财报季。美联储是一个关键组成部分，但从长期来看，收益驱动着美股市场。截至7月底，第二季度财报季完全符合分析师的预期，甚至部分超出预期。\n7月19日，标准普尔500指数因担心德尔塔病毒变异而下跌2%，出现了轻微的小波动；但在7月下旬，财报季的亮眼表现基本上提振了美股各大板块。进入8月，达美航空业绩表现让不少投资者担忧。有迹象表明，随着病毒的进一步蔓延，更多国家和地区将重新对外出旅行加强限制。\n市场无法预期病毒的变化，但如果情况恶化，可能意味着人们会回到所谓的“防御性”领域，即固定收益、超大型科技股和美元。\n回到盈利方面，从大型银行到Snap、IBM、霍尼韦尔、美国电话电报公司和美国运通，许多公司在7月份的报告中都表现得相当不错，航空公司和铁路公司也是如此。有一种观点认为，如果铁路运营良好，那么更广泛的经济也会发展良好，因为运输往往是总需求的晴雨表。\n投资者对整个季度的收益预期也在上升，分析师目前预计第二季度收益将增长74.2%，此前预计为69.4%。7月以来，多个行业(以金融、医疗保健、信息技术和通信服务行业为首)公司公布的收益超出预期，导致整体收益预期有所改善。\n但另一方面，市场弱点仍然存在，例如半导体领域。英特尔和德州仪器的前景都未能给投资者留下深刻印象，两家公司的股价都处于守势。此外，投资者已经消化了企业收益强劲的预期，一些公司需要业绩大超预期，或成长空间较广，才能吸引更多资金流入。这也解释了为什么银行股未能因强劲业绩大幅上涨。\n美联储政策支持和经济数据\n“不与美联储抗争”似乎也没有改变。这是几十年前交易员们发明的一个术语，他们认为美联储会在任何低迷时期出手支撑股市。美联储主席鲍威尔(Jerome Powell)本月早些时候表示，美联储仍致力于宽松货币政策，高通胀可能会降温。\n美联储的言辞将会影响全球资产的“关键指标”：美国国债收益率将在8月份重新走上上升之路，还是将再次跌至近五个月来的低点1.2%以下？收益率下降往往有助于科技等所谓的“成长型”板块，而收益率上升往往有助于金融和能源等“周期性”板块。全年持续的增长与价值的拉锯战并没有消失的迹象。\n今年早些时候，华尔街有很多人认为，杰克逊霍尔可能是美联储宣布外界期待已久的缩减刺激计划的时机和地点。现在不一定是这样了：自3月底以来，美债收益率稳步下滑，似乎给了美联储更多的操作空间，以维持每月1,200亿美元的购债计划。这是美联储用来注入流动性和保持低利率的策略，而且似乎已经奏效了。\n今年第一季度，美国经济增长超过6%，截至7月底，10年期美国国债收益率接近1.3%。考虑到经济增长和月复一月的高通胀，这是一个令人惊讶的低收益率。\n鲍威尔和拜登总统在7月下旬都表示，目前的高通胀不会持续。可以肯定的是，市场中的大多数人将密切关注8月公布的7月消费者和生产者价格，以及7月就业报告。就业增长在经过几个月的疲软后，于6月反弹。现在的焦点可能更多地转向工资增长：如果雇主不得不开始大幅提高工资以吸引工人，这可能也会引发通胀担忧。\n等到杰克逊霍尔会议临近的时候，投资者可能会对美联储是否准备采取行动有更好的感觉，或者至少预测美联储会采取刺激措施。一些经济学家指出，美联储继续购买抵押贷款支持证券，这为已经过热的房地产市场提供了不必要的弹药。\n美股波动率引发关注\n8月份可能是给投资者喘息的时间。传统上，这是由于许多交易员都去度假，波动性和交易量趋于下降的时候。去年，这种季节因素受到了一些干扰，但如果对疫情的恐惧没有持续增长，华尔街可能会有一个更正常的假期安排。\n8月，CBOE波动率指数(VIX)可能会受到更多关注。7月中旬，该指数短暂升至20以上，然后又回落至17，与本月早些时候的水平相同。VIX指数的历史平均水平在20左右，但远低于20的水平往往表明，人们预计未来的动荡会减少。\n高盛指出，8月的季节性因素并不对市场有利，从历史数据来看，整个8月美股都呈下降趋势，这是一年中第四糟糕的两周季节性时期。自1950年以来，在72年的时间里，标普500指数有19次在当年上半年涨超10%。具体来说，在上半年市场表现强劲之后，8月份的回报率中值通常会下降51个基点，然后再上升。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806523083,"gmtCreate":1627681598742,"gmtModify":1703494502516,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806523083","repostId":"1198370900","repostType":4,"isVote":1,"tweetType":1,"viewCount":5135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163664076,"gmtCreate":1623883600395,"gmtModify":1703822214254,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163664076","repostId":"1109204514","repostType":4,"repost":{"id":"1109204514","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623866545,"share":"https://ttm.financial/m/news/1109204514?lang=en_US&edition=fundamental","pubTime":"2021-06-17 02:02","market":"other","language":"zh","title":"Fed Dot Plot: Median Expectations Fed Will rate hike Twice By End Of 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1109204514","media":"老虎资讯综合","summary":"虽然依然保持近零利率和QE购债规模不变，但本周美联储会议释放了两年后、即2023年较有可能加息不止一次的明显信号。\n美东时间6月16日周三，美联储会后公布，联储货币政策委员会FOMC的委员一致同意，将","content":"<p>Although the near-zero interest rate and the scale of QE bond purchases remain unchanged, this week's Fed meeting released an obvious signal that two years later, that is, 2023, is more likely to rate hike more than once.</p><p>On Wednesday, June 16th, Eastern Time, the Federal Reserve announced after the meeting that the members of the FOMC Monetary Policy Committee of the Federal Reserve unanimously agreed to keep the target level of the policy interest rate Federal Funds rate unchanged at 0-0.25%, in line with market expectations, while maintaining the excess reserve rate (IOER) and discount rate at 0.10% and 0.25% respectively.</p><p>Like the previous eight post-meeting statements, the Fed continues to pledge to use \"all the scope\" of the Fed's policy tools to support the U.S. economy.</p><p>The dot plot released after the meeting shows that, like the last dot plot released in March this year, all Fed officials expect interest rates to remain unchanged this year, and for a longer period after 2023, most Fed officials expect interest rates to rise to 2.5%, higher than the Fed's long-term target of 2%. Different from the last dot plot:</p><p><ul><li>Of the 18 officials who released expectations,<b>This time, 7 people are expected to rate hike in 2022</b>Three more people than the previous expected number,<b>The number accounts for nearly 40%.</b></li><li>Among the 18 people this time,<b>13 people are expected to meet in rate hike in 2023, accounting for more than 72%</b>, six more than the last expected 2023 rate hike<b>。</b></li><li><b>Of those 13 who expect to raise rates in 2023, 11 expect rates to exceed 0.5% by then,</b>Number of persons<b>Accounting for more than 61%</b>Five more people than expected last time,<b>Five people expect interest rates to exceed 1% by then</b>Three more than expected last time, the number of<b>Accounting for nearly 30%</b>。</li></ul>Which means,<b>If a rate hike of 25 basis points at a time</b>, then,<b>More than 60 percent of officials this time expect the Fed to have at least two rate hike by the end of 2023 on its current basis</b>。</p><p>After the FOMC decision was announced at 2 pm in the East of the United States, the yield of 10-year U.S. bonds rose above 1.50% and 1.51%, turning up and rising by nearly 2 basis points during the day. The decline of U.S. stocks widened, with the Dow falling nearly 370 points or more than 1%, the S&P 500 falling nearly 1% and the Nasdaq falling 0.7%. Five minutes later, the Dow's losses narrowed slightly to 285, with the S&P 500 and Nasdaq both down 0.7%. Gold and silver dived, and spot gold fell by 0.5% again in the day and fell below $1,850, falling over $10 in the short term. Bitcoin narrowed its decline, returning to above $39,000, and the US Dollar Index rose above the 90.70 and 90.80 barriers, setting a one-month high.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Dot Plot: Median Expectations Fed Will rate hike Twice By End Of 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Dot Plot: Median Expectations Fed Will rate hike Twice By End Of 2023\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-17 02:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Although the near-zero interest rate and the scale of QE bond purchases remain unchanged, this week's Fed meeting released an obvious signal that two years later, that is, 2023, is more likely to rate hike more than once.</p><p>On Wednesday, June 16th, Eastern Time, the Federal Reserve announced after the meeting that the members of the FOMC Monetary Policy Committee of the Federal Reserve unanimously agreed to keep the target level of the policy interest rate Federal Funds rate unchanged at 0-0.25%, in line with market expectations, while maintaining the excess reserve rate (IOER) and discount rate at 0.10% and 0.25% respectively.</p><p>Like the previous eight post-meeting statements, the Fed continues to pledge to use \"all the scope\" of the Fed's policy tools to support the U.S. economy.</p><p>The dot plot released after the meeting shows that, like the last dot plot released in March this year, all Fed officials expect interest rates to remain unchanged this year, and for a longer period after 2023, most Fed officials expect interest rates to rise to 2.5%, higher than the Fed's long-term target of 2%. Different from the last dot plot:</p><p><ul><li>Of the 18 officials who released expectations,<b>This time, 7 people are expected to rate hike in 2022</b>Three more people than the previous expected number,<b>The number accounts for nearly 40%.</b></li><li>Among the 18 people this time,<b>13 people are expected to meet in rate hike in 2023, accounting for more than 72%</b>, six more than the last expected 2023 rate hike<b>。</b></li><li><b>Of those 13 who expect to raise rates in 2023, 11 expect rates to exceed 0.5% by then,</b>Number of persons<b>Accounting for more than 61%</b>Five more people than expected last time,<b>Five people expect interest rates to exceed 1% by then</b>Three more than expected last time, the number of<b>Accounting for nearly 30%</b>。</li></ul>Which means,<b>If a rate hike of 25 basis points at a time</b>, then,<b>More than 60 percent of officials this time expect the Fed to have at least two rate hike by the end of 2023 on its current basis</b>。</p><p>After the FOMC decision was announced at 2 pm in the East of the United States, the yield of 10-year U.S. bonds rose above 1.50% and 1.51%, turning up and rising by nearly 2 basis points during the day. The decline of U.S. stocks widened, with the Dow falling nearly 370 points or more than 1%, the S&P 500 falling nearly 1% and the Nasdaq falling 0.7%. Five minutes later, the Dow's losses narrowed slightly to 285, with the S&P 500 and Nasdaq both down 0.7%. Gold and silver dived, and spot gold fell by 0.5% again in the day and fell below $1,850, falling over $10 in the short term. Bitcoin narrowed its decline, returning to above $39,000, and the US Dollar Index rose above the 90.70 and 90.80 barriers, setting a one-month high.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109204514","content_text":"虽然依然保持近零利率和QE购债规模不变，但本周美联储会议释放了两年后、即2023年较有可能加息不止一次的明显信号。\n美东时间6月16日周三，美联储会后公布，联储货币政策委员会FOMC的委员一致同意，将政策利率联邦基金利率的目标水平保持在0-0.25%不变，符合市场预期，同时将超额准备金利率（IOER）和贴现利率仍分别维持在0.10%和0.25%。\n和前八次会后声明一样，美联储继续承诺，将为了支持美国经济而运用联储“所有范围”的政策工具。\n会后公布的点阵图显示，和今年3月上次发布的点阵图一样，所有美联储官员均预计今年利率保持不变，在2023年之后的更长时间内，多数联储官员预计利率会升至2.5%，高于联储长期目标2%。不同于上次点阵图的是：\n\n在18名发布预期的官员中，本次有7人预计2022年将加息，比上次这样预期的人数多3人，人数占比将近40%。\n本次18人中有13人预计2023年会加息，人数占比超过72%，比上次预期2023年加息者多6人。\n在预计2023年加息的这13人中，有11人预计届时利率将超过0.5%，人数占比超过61%，比上次这样预期者多5人，预计届时利率超过1%的有5人，比上次这样预期者多3人，人数占比将近30%。\n\n这意味着，若一次加息25个基点，那么，本次有六成以上的多数官员都预计，到2023年末，美联储将在当前基础上至少两次加息。\n在美东下午2点FOMC决策公布后，10年期美债收益率升破1.50%和1.51%两道关口，日内转涨并升近2个基点。美股跌幅扩大，道指跌近370点或超1%，标普500指数跌近1%，纳指跌0.7%。5分钟后，道指跌幅小幅收窄至285点，标普500指数和纳指均跌0.7%。金银跳水，现货黄金日内重新下跌0.5%并失守1850美元，短线跌超10美元。比特币跌幅收窄，重回3.9万美元上方，美元指数升破90.70和90.80两道关口，刷新一个月高位。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189506898,"gmtCreate":1623280598514,"gmtModify":1704199806595,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/189506898","repostId":"2142824851","repostType":4,"repost":{"id":"2142824851","kind":"news","pubTimestamp":1623274459,"share":"https://ttm.financial/m/news/2142824851?lang=en_US&edition=fundamental","pubTime":"2021-06-10 05:34","market":"us","language":"zh","title":"Foreign Media Headlines: US SEC Chairman Proposes a Broad Assessment of Stock Trading Rules","url":"https://stock-news.laohu8.com/highlight/detail?id=2142824851","media":"新浪财经","summary":"麦朴思表示，必须密切关注央行的举动。美国证券交易委员会主席提议对股票交易规则进行广泛评估华尔街的最高监管机构呼吁对美国股票市场交易规则进行一次广泛评估。美国证券交易委员会主席Gary Gensler周三表示，他要求该机构的工作人员审查与股票交易相关的一系列问题，包括所谓以最佳条件执行交易的要求。他还表示，股票交易结算流程可以缩短到同一天。此前，美元的疲软推动MSCI新兴市场货币指数创历史新高。","content":"<p><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. \"Godfather of Emerging Markets\": \"Confusion and disorientation\" lead to a \"crazy\" trend in the market</b><b>2. Unexpected rise in U.S. wages Another reason to worry about inflation</b><b>3. Bitcoin has a long way to go before it becomes \"digital gold\"</b><b>4. SEC Chairman Proposes Broad Evaluation of Stock Trading Rules</b><b>5, Kramer: meme Stocks 'Should Be in Casinos' Not Wall Street</b><b>6. It is time to bullish emerging market currencies during the calm period of foreign exchange market</b><img src=\"https://static.tigerbbs.com/fd7d81f970caefa3d5cd2178ddbc23d2\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>'Godfather of emerging markets': 'Confusion and disorientation' lead to 'crazy' moves in markets</b></p><p>Mark Mobius, the \"godfather of emerging markets\", warned that market volatility and what central banks do next must be watched \"very carefully\" and argued that the \"frenzied movement\" of assets such as Bitcoin was driven by \"disorientation and confusion\".</p><p>As the economy recovers from Covid and inflation levels rise, markets are<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>In particular, speculation about when the Fed might start tapering asset purchases has been rife for months. Mr Mepus said the central bank's moves must be closely monitored.</p><p>\"I think any pullback in the money supply due to the central bank's withdrawal from easing policy is very bad for the market. So I think this must be observed very carefully,\" Mepus said. \"We are in a very uncertain period, that's for sure\".<img src=\"https://static.tigerbbs.com/0176e073727c80bb512179a896c4837f\" tg-width=\"550\" tg-height=\"291\" referrerpolicy=\"no-referrer\"><b>Unexpected rise in U.S. wage levelsAnother reason to worry about inflation</b></p><p>The unexpected rise in U.S. wages has given financial markets new reasons to worry about inflation.</p><p>Many policymakers and economists see the price spike as temporary, in part because they did not expect such high wage increases. Over the past years, the relative growth of new capital among low-income people has stagnated.</p><p>Employment in the United States now remains well below pre-pandemic levels, and most jobs currently created are in low-wage industries, such as restaurants and tourism.</p><p>But last week's employment report showed average hourly wages were higher than expected for the second straight month. Labor supply has proven to be substantially inadequate regardless of unemployment figures, prompting many employers to raise wages or issue bonuses to attract talent.<img src=\"https://static.tigerbbs.com/7446995499804ec7176aab7dbe841740\" tg-width=\"550\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><b>Bitcoin has a long road ahead to become \"digital gold\"</b></p><p>It seems that Bitcoin is not enough to act as \"digital gold\"-a stable modern way to store wealth and hedge against economic trends.</p><p>Volatility remains high on Bitcoin, with prices falling sharply, from a mid-April high of about $63,000 to about $35,000 today. Its volatility far exceeds the movement of gold, while price movements in Bitcoin are largely irregular. This means that the digital token isn't as good as gold in hedging.</p><p>Some believe that this irregular movement in Bitcoin is advantageous because it lacks correlation and may be an excellent portfolio diversification choice. But when looking for safe haven assets, it is a bad choice.<img src=\"https://static.tigerbbs.com/dd0d306860b243186c6876684697f692\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\"><b>SEC Chair Proposes Broad Assessment of Stock Trading Rules</b></p><p>Wall Street's top regulator has called for a broad review of trading rules in the U.S. stock market.</p><p>Securities and Exchange Commission Chairman Gary Gensler said Wednesday that he asked the agency's staff to review a range of issues related to stock trading, including the so-called requirement to execute trades on optimal terms. He also said the stock transaction settlement process could be shortened to the same day.</p><p>\"I believe that shortening the standard settlement cycle can reduce costs and risks in our market,\" he said in a speech prepared for the Piper Sandler Global Exchange and Fintech Conference.<img src=\"https://static.tigerbbs.com/a969b09f89902d657ab0d88f0be2a432\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>Kramer: meme Stocks 'Should Be In Casinos' Not Wall Street</b></p><p>Jim Cramer, a financial media celebrity, said Wednesday that trading meme stocks is more like gambling than investing.</p><p>\"They're exciting, they're fun, and they're real,\" Kramer said. However, \"If you're going to play, I think you can go to a casino. These should be offered at a casino. Why are they listed on the NYSE?\"</p><p>The retail trading frenzy that began in January has recently returned to the market spotlight.<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>, Bed Bath & Beyond and<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Recently, stocks have soared sharply again, while Clean Energy Fuels and Clover Health, the new favorites of WSB concept stocks, both rose by more than 30% today.</p><p>\"They want to buy everything…You have to try to figure out which (meme stock) is next,\" Kramer said.<img src=\"https://static.tigerbbs.com/7d0b176db791bc7695bd0a82fe54dde3\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><b>Time to be bullish on emerging market currencies in a calm period for forex markets</b></p><p>As US interest rates fall and market volatility plummets, rising emerging market currencies will come naturally.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Indicators of expected volatility in developing and G7 currencies fell to their lowest level since September on Tuesday, boding well for risky assets. The U.S. 10-year Treasury Bond yield fell below 1.5% on Wednesday.</p><p>Includes<a href=\"https://laohu8.com/S/C\">Citigroup</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Including banks are predicting further gains in emerging market currencies. This comes after the weakness of the US dollar drove the MSCI Emerging Markets Currencies Index to a record high. While the U.S. inflation data on Thursday may provide clues as to when the Fed will start downsizing, market pricing suggests no policy action is expected from the Fed at its June 16 meeting.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign Media Headlines: US SEC Chairman Proposes a Broad Assessment of Stock Trading Rules</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign Media Headlines: US SEC Chairman Proposes a Broad Assessment of Stock Trading Rules\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-10 05:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. \"Godfather of Emerging Markets\": \"Confusion and disorientation\" lead to a \"crazy\" trend in the market</b><b>2. Unexpected rise in U.S. wages Another reason to worry about inflation</b><b>3. Bitcoin has a long way to go before it becomes \"digital gold\"</b><b>4. SEC Chairman Proposes Broad Evaluation of Stock Trading Rules</b><b>5, Kramer: meme Stocks 'Should Be in Casinos' Not Wall Street</b><b>6. It is time to bullish emerging market currencies during the calm period of foreign exchange market</b><img src=\"https://static.tigerbbs.com/fd7d81f970caefa3d5cd2178ddbc23d2\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>'Godfather of emerging markets': 'Confusion and disorientation' lead to 'crazy' moves in markets</b></p><p>Mark Mobius, the \"godfather of emerging markets\", warned that market volatility and what central banks do next must be watched \"very carefully\" and argued that the \"frenzied movement\" of assets such as Bitcoin was driven by \"disorientation and confusion\".</p><p>As the economy recovers from Covid and inflation levels rise, markets are<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>In particular, speculation about when the Fed might start tapering asset purchases has been rife for months. Mr Mepus said the central bank's moves must be closely monitored.</p><p>\"I think any pullback in the money supply due to the central bank's withdrawal from easing policy is very bad for the market. So I think this must be observed very carefully,\" Mepus said. \"We are in a very uncertain period, that's for sure\".<img src=\"https://static.tigerbbs.com/0176e073727c80bb512179a896c4837f\" tg-width=\"550\" tg-height=\"291\" referrerpolicy=\"no-referrer\"><b>Unexpected rise in U.S. wage levelsAnother reason to worry about inflation</b></p><p>The unexpected rise in U.S. wages has given financial markets new reasons to worry about inflation.</p><p>Many policymakers and economists see the price spike as temporary, in part because they did not expect such high wage increases. Over the past years, the relative growth of new capital among low-income people has stagnated.</p><p>Employment in the United States now remains well below pre-pandemic levels, and most jobs currently created are in low-wage industries, such as restaurants and tourism.</p><p>But last week's employment report showed average hourly wages were higher than expected for the second straight month. Labor supply has proven to be substantially inadequate regardless of unemployment figures, prompting many employers to raise wages or issue bonuses to attract talent.<img src=\"https://static.tigerbbs.com/7446995499804ec7176aab7dbe841740\" tg-width=\"550\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><b>Bitcoin has a long road ahead to become \"digital gold\"</b></p><p>It seems that Bitcoin is not enough to act as \"digital gold\"-a stable modern way to store wealth and hedge against economic trends.</p><p>Volatility remains high on Bitcoin, with prices falling sharply, from a mid-April high of about $63,000 to about $35,000 today. Its volatility far exceeds the movement of gold, while price movements in Bitcoin are largely irregular. This means that the digital token isn't as good as gold in hedging.</p><p>Some believe that this irregular movement in Bitcoin is advantageous because it lacks correlation and may be an excellent portfolio diversification choice. But when looking for safe haven assets, it is a bad choice.<img src=\"https://static.tigerbbs.com/dd0d306860b243186c6876684697f692\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\"><b>SEC Chair Proposes Broad Assessment of Stock Trading Rules</b></p><p>Wall Street's top regulator has called for a broad review of trading rules in the U.S. stock market.</p><p>Securities and Exchange Commission Chairman Gary Gensler said Wednesday that he asked the agency's staff to review a range of issues related to stock trading, including the so-called requirement to execute trades on optimal terms. He also said the stock transaction settlement process could be shortened to the same day.</p><p>\"I believe that shortening the standard settlement cycle can reduce costs and risks in our market,\" he said in a speech prepared for the Piper Sandler Global Exchange and Fintech Conference.<img src=\"https://static.tigerbbs.com/a969b09f89902d657ab0d88f0be2a432\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>Kramer: meme Stocks 'Should Be In Casinos' Not Wall Street</b></p><p>Jim Cramer, a financial media celebrity, said Wednesday that trading meme stocks is more like gambling than investing.</p><p>\"They're exciting, they're fun, and they're real,\" Kramer said. However, \"If you're going to play, I think you can go to a casino. These should be offered at a casino. Why are they listed on the NYSE?\"</p><p>The retail trading frenzy that began in January has recently returned to the market spotlight.<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>, Bed Bath & Beyond and<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Recently, stocks have soared sharply again, while Clean Energy Fuels and Clover Health, the new favorites of WSB concept stocks, both rose by more than 30% today.</p><p>\"They want to buy everything…You have to try to figure out which (meme stock) is next,\" Kramer said.<img src=\"https://static.tigerbbs.com/7d0b176db791bc7695bd0a82fe54dde3\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><b>Time to be bullish on emerging market currencies in a calm period for forex markets</b></p><p>As US interest rates fall and market volatility plummets, rising emerging market currencies will come naturally.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Indicators of expected volatility in developing and G7 currencies fell to their lowest level since September on Tuesday, boding well for risky assets. The U.S. 10-year Treasury Bond yield fell below 1.5% on Wednesday.</p><p>Includes<a href=\"https://laohu8.com/S/C\">Citigroup</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Including banks are predicting further gains in emerging market currencies. This comes after the weakness of the US dollar drove the MSCI Emerging Markets Currencies Index to a record high. While the U.S. inflation data on Thursday may provide clues as to when the Fed will start downsizing, market pricing suggests no policy action is expected from the Fed at its June 16 meeting.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-10/doc-ikqciyzi8751188.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/762ef028f6d872233012dadb1fe341db","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF博时","518880":"黄金ETF华安","DXD":"两倍做空道琼30指数ETF-ProShares","GLD":"黄金ETF-SPDR","IVV":"标普500ETF-iShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","EBON":"亿邦国际","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","CAN":"嘉楠科技","IAU":"黄金信托ETF-iShares",".SPX":"S&P 500 Index","QID":"两倍做空纳斯达克指数ETF-ProShares","DJX":"1/100道琼斯","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100","UDOW":"三倍做多道指30ETF-ProShares","DUST":"二倍做空黄金矿业指数ETF-Direxion","SDOW":"三倍做空道指30ETF-ProShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion","QQQ":"纳指100ETF","DDM":"2倍做多道指ETF-ProShares","TQQQ":"纳指三倍做多ETF","GDX":"黄金矿业ETF-VanEck","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","SQQQ":"纳指三倍做空ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-10/doc-ikqciyzi8751188.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142824851","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、“新兴市场教父”：“困惑和迷失方向”导致市场出现“疯狂”走势\n\n\n2、美国薪资水平意外上涨 担忧通胀的理由又多了一个\n\n\n3、比特币要成为“数字黄金” 前路漫漫其修远兮\n\n\n4、美国证券交易委员会主席提议对股票交易规则进行广泛评估\n\n\n5、克莱默：meme股票“应该出现在赌场”而不是华尔街\n\n\n6、外汇市场风平浪静期 看涨新兴市场货币正当时\n\n“新兴市场教父”：“困惑和迷失方向”导致市场出现“疯狂”走势\n“新兴市场教父”麦朴思（Mark Mobius）警告称，必须“非常仔细地”关注市场波动和央行的下一步行动，并认为比特币等资产的“疯狂走势”是由“迷失方向和困惑”驱动的。\n随着经济从新冠疫情中复苏以及通胀水平的上升，市场对中央银行，特别是美联储何时可能开始缩减资产购买的猜测已经盛行数月。麦朴思表示，必须密切关注央行的举动。\n“我认为，由于中央银行退出宽松政策而导致货币供应量的任何回落对市场都非常不利。所以我认为必须非常仔细地观察这一点，”麦朴思称，“我们处于一个非常不确定的时期，这是肯定的”。美国薪资水平意外上涨 担忧通胀的理由又多了一个\n美国薪资水平的意外上涨让金融市场有了新的担心通胀的理由。\n许多政策制定者和经济学家认为价格飙升是暂时的，部分原因是他们未料想到薪资涨幅会如此之高。过去多年来，低收入人群的新资一直相对增长停滞。\n现在美国的就业人数仍远低于疫情爆发前水平，目前创造的大多数工作岗位都在低工资行业，如餐饮和旅游业。\n但上周的就业报告显示，平均小时工资连续第二个月高于预期。事实证明，无论失业数字如何，劳动力供应实质上不足，这促使许多雇主提高工资或发放奖金以吸引人才。比特币要成为“数字黄金” 前路漫漫其修远兮\n比特币要充当“数字黄金”——一种稳定的储存财富、对冲经济趋势的现代方式，似乎还不太够。\n比特币的波动仍然高企，价格急剧下跌，从4月中的高点约63000美元跌至今天的约35000美元。其波动远远超过了黄金的走势，而比特币的价格变动在很大程度上是不规律的。这意味着该数字代币在对冲方面不及黄金。\n一些人却认为比特币这种不规律的动向是有利的，因为缺乏相关性，可能是优良的投资组合多元化选择。但在寻求避险资产时，则是糟糕的选择。美国证券交易委员会主席提议对股票交易规则进行广泛评估\n华尔街的最高监管机构呼吁对美国股票市场交易规则进行一次广泛评估。\n美国证券交易委员会主席Gary Gensler周三表示，他要求该机构的工作人员审查与股票交易相关的一系列问题，包括所谓以最佳条件执行交易的要求。他还表示，股票交易结算流程可以缩短到同一天。\n他在为Piper Sandler全球交易所和金融科技会议准备好的讲话中称，“我相信缩短标准结算周期可以降低我们市场的成本和风险。”克莱默：meme股票“应该出现在赌场”而不是华尔街\n财经媒体名嘴吉姆克莱默（Jim Cramer）周三表示，交易meme股票更像是赌博而不是投资。\n“它们令人兴奋，很有趣，而且很真实，”克莱默说。然而，“如果你要玩，我认为你可以去赌场。这些应该在赌场提供。为什么它们会在纽约证券交易所上市？”\n1月份开始的散户交易狂潮最近又重新成为市场焦点。AMC院线、Bed Bath & Beyond和黑莓股票近期均再度出现大幅飙升，而WSB概念股新宠Clean Energy Fuels和Clover Health今日均涨超30%。\n“他们什么都想买……你必须试着弄清楚下一个（meme股）是哪个，”克莱默说。外汇市场风平浪静期 看涨新兴市场货币正当时\n随着美国利率走低、市场波动性大跌，新兴市场货币上涨将会水到渠成。\n摩根大通的发展中国家货币和七国集团货币预期波动性指标周二跌至9月以来的最低水平，对风险资产是个好兆头。周三，美国10年期国债收益率跌破1.5%。\n包括花旗和高盛在内的银行正在预测新兴市场货币进一步上涨。此前，美元的疲软推动MSCI新兴市场货币指数创历史新高。虽然美国周四的通胀数据可能会提供有关美联储何时开始减码的线索，但市场定价表明美联储在6月16日的会议上估计不会采取任何政策行动。","news_type":1,"symbols_score_info":{"159934":0.9,"161125":0.9,"513500":0.9,"518880":0.9,"NQmain":0.9,"SDOW":0.9,"IVV":0.9,"NUGT":0.9,"BTCmain":0.9,"SH":0.9,"UPRO":0.9,"ESmain":0.9,"DDM":0.9,"PSQ":0.9,"SPXU":0.9,"SSO":0.9,".SPX":0.9,"DOG":0.9,"SQQQ":0.9,"OEF":0.9,"EBON":0.9,"MGCmain":0.9,"DUST":0.9,"SDS":0.9,"SGCmain":0.9,"GDX":0.9,"MNQmain":0.9,"QQQ":0.9,"QID":0.9,"SGUmain":0.9,"OEX":0.9,"TQQQ":0.9,"CAN":0.9,"DXD":0.9,"QLD":0.9,"GLD":0.9,"IAU":0.9,"DJX":0.9,"XBTmain":0.9,"UDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":5219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117972063,"gmtCreate":1623115310252,"gmtModify":1704196344259,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Good job g7","listText":"Good job g7","text":"Good job g7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117972063","repostId":"2141259172","repostType":4,"isVote":1,"tweetType":1,"viewCount":4272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117976651,"gmtCreate":1623115277973,"gmtModify":1704196343767,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Good job g7","listText":"Good job g7","text":"Good job g7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117976651","repostId":"2141259172","repostType":4,"isVote":1,"tweetType":1,"viewCount":3886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":189506898,"gmtCreate":1623280598514,"gmtModify":1704199806595,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/189506898","repostId":"2142824851","repostType":4,"repost":{"id":"2142824851","kind":"news","pubTimestamp":1623274459,"share":"https://ttm.financial/m/news/2142824851?lang=en_US&edition=fundamental","pubTime":"2021-06-10 05:34","market":"us","language":"zh","title":"Foreign Media Headlines: US SEC Chairman Proposes a Broad Assessment of Stock Trading Rules","url":"https://stock-news.laohu8.com/highlight/detail?id=2142824851","media":"新浪财经","summary":"麦朴思表示，必须密切关注央行的举动。美国证券交易委员会主席提议对股票交易规则进行广泛评估华尔街的最高监管机构呼吁对美国股票市场交易规则进行一次广泛评估。美国证券交易委员会主席Gary Gensler周三表示，他要求该机构的工作人员审查与股票交易相关的一系列问题，包括所谓以最佳条件执行交易的要求。他还表示，股票交易结算流程可以缩短到同一天。此前，美元的疲软推动MSCI新兴市场货币指数创历史新高。","content":"<p><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. \"Godfather of Emerging Markets\": \"Confusion and disorientation\" lead to a \"crazy\" trend in the market</b><b>2. Unexpected rise in U.S. wages Another reason to worry about inflation</b><b>3. Bitcoin has a long way to go before it becomes \"digital gold\"</b><b>4. SEC Chairman Proposes Broad Evaluation of Stock Trading Rules</b><b>5, Kramer: meme Stocks 'Should Be in Casinos' Not Wall Street</b><b>6. It is time to bullish emerging market currencies during the calm period of foreign exchange market</b><img src=\"https://static.tigerbbs.com/fd7d81f970caefa3d5cd2178ddbc23d2\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>'Godfather of emerging markets': 'Confusion and disorientation' lead to 'crazy' moves in markets</b></p><p>Mark Mobius, the \"godfather of emerging markets\", warned that market volatility and what central banks do next must be watched \"very carefully\" and argued that the \"frenzied movement\" of assets such as Bitcoin was driven by \"disorientation and confusion\".</p><p>As the economy recovers from Covid and inflation levels rise, markets are<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>In particular, speculation about when the Fed might start tapering asset purchases has been rife for months. Mr Mepus said the central bank's moves must be closely monitored.</p><p>\"I think any pullback in the money supply due to the central bank's withdrawal from easing policy is very bad for the market. So I think this must be observed very carefully,\" Mepus said. \"We are in a very uncertain period, that's for sure\".<img src=\"https://static.tigerbbs.com/0176e073727c80bb512179a896c4837f\" tg-width=\"550\" tg-height=\"291\" referrerpolicy=\"no-referrer\"><b>Unexpected rise in U.S. wage levelsAnother reason to worry about inflation</b></p><p>The unexpected rise in U.S. wages has given financial markets new reasons to worry about inflation.</p><p>Many policymakers and economists see the price spike as temporary, in part because they did not expect such high wage increases. Over the past years, the relative growth of new capital among low-income people has stagnated.</p><p>Employment in the United States now remains well below pre-pandemic levels, and most jobs currently created are in low-wage industries, such as restaurants and tourism.</p><p>But last week's employment report showed average hourly wages were higher than expected for the second straight month. Labor supply has proven to be substantially inadequate regardless of unemployment figures, prompting many employers to raise wages or issue bonuses to attract talent.<img src=\"https://static.tigerbbs.com/7446995499804ec7176aab7dbe841740\" tg-width=\"550\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><b>Bitcoin has a long road ahead to become \"digital gold\"</b></p><p>It seems that Bitcoin is not enough to act as \"digital gold\"-a stable modern way to store wealth and hedge against economic trends.</p><p>Volatility remains high on Bitcoin, with prices falling sharply, from a mid-April high of about $63,000 to about $35,000 today. Its volatility far exceeds the movement of gold, while price movements in Bitcoin are largely irregular. This means that the digital token isn't as good as gold in hedging.</p><p>Some believe that this irregular movement in Bitcoin is advantageous because it lacks correlation and may be an excellent portfolio diversification choice. But when looking for safe haven assets, it is a bad choice.<img src=\"https://static.tigerbbs.com/dd0d306860b243186c6876684697f692\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\"><b>SEC Chair Proposes Broad Assessment of Stock Trading Rules</b></p><p>Wall Street's top regulator has called for a broad review of trading rules in the U.S. stock market.</p><p>Securities and Exchange Commission Chairman Gary Gensler said Wednesday that he asked the agency's staff to review a range of issues related to stock trading, including the so-called requirement to execute trades on optimal terms. He also said the stock transaction settlement process could be shortened to the same day.</p><p>\"I believe that shortening the standard settlement cycle can reduce costs and risks in our market,\" he said in a speech prepared for the Piper Sandler Global Exchange and Fintech Conference.<img src=\"https://static.tigerbbs.com/a969b09f89902d657ab0d88f0be2a432\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>Kramer: meme Stocks 'Should Be In Casinos' Not Wall Street</b></p><p>Jim Cramer, a financial media celebrity, said Wednesday that trading meme stocks is more like gambling than investing.</p><p>\"They're exciting, they're fun, and they're real,\" Kramer said. However, \"If you're going to play, I think you can go to a casino. These should be offered at a casino. Why are they listed on the NYSE?\"</p><p>The retail trading frenzy that began in January has recently returned to the market spotlight.<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>, Bed Bath & Beyond and<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Recently, stocks have soared sharply again, while Clean Energy Fuels and Clover Health, the new favorites of WSB concept stocks, both rose by more than 30% today.</p><p>\"They want to buy everything…You have to try to figure out which (meme stock) is next,\" Kramer said.<img src=\"https://static.tigerbbs.com/7d0b176db791bc7695bd0a82fe54dde3\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><b>Time to be bullish on emerging market currencies in a calm period for forex markets</b></p><p>As US interest rates fall and market volatility plummets, rising emerging market currencies will come naturally.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Indicators of expected volatility in developing and G7 currencies fell to their lowest level since September on Tuesday, boding well for risky assets. The U.S. 10-year Treasury Bond yield fell below 1.5% on Wednesday.</p><p>Includes<a href=\"https://laohu8.com/S/C\">Citigroup</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Including banks are predicting further gains in emerging market currencies. This comes after the weakness of the US dollar drove the MSCI Emerging Markets Currencies Index to a record high. While the U.S. inflation data on Thursday may provide clues as to when the Fed will start downsizing, market pricing suggests no policy action is expected from the Fed at its June 16 meeting.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign Media Headlines: US SEC Chairman Proposes a Broad Assessment of Stock Trading Rules</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign Media Headlines: US SEC Chairman Proposes a Broad Assessment of Stock Trading Rules\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-10 05:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. \"Godfather of Emerging Markets\": \"Confusion and disorientation\" lead to a \"crazy\" trend in the market</b><b>2. Unexpected rise in U.S. wages Another reason to worry about inflation</b><b>3. Bitcoin has a long way to go before it becomes \"digital gold\"</b><b>4. SEC Chairman Proposes Broad Evaluation of Stock Trading Rules</b><b>5, Kramer: meme Stocks 'Should Be in Casinos' Not Wall Street</b><b>6. It is time to bullish emerging market currencies during the calm period of foreign exchange market</b><img src=\"https://static.tigerbbs.com/fd7d81f970caefa3d5cd2178ddbc23d2\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>'Godfather of emerging markets': 'Confusion and disorientation' lead to 'crazy' moves in markets</b></p><p>Mark Mobius, the \"godfather of emerging markets\", warned that market volatility and what central banks do next must be watched \"very carefully\" and argued that the \"frenzied movement\" of assets such as Bitcoin was driven by \"disorientation and confusion\".</p><p>As the economy recovers from Covid and inflation levels rise, markets are<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>In particular, speculation about when the Fed might start tapering asset purchases has been rife for months. Mr Mepus said the central bank's moves must be closely monitored.</p><p>\"I think any pullback in the money supply due to the central bank's withdrawal from easing policy is very bad for the market. So I think this must be observed very carefully,\" Mepus said. \"We are in a very uncertain period, that's for sure\".<img src=\"https://static.tigerbbs.com/0176e073727c80bb512179a896c4837f\" tg-width=\"550\" tg-height=\"291\" referrerpolicy=\"no-referrer\"><b>Unexpected rise in U.S. wage levelsAnother reason to worry about inflation</b></p><p>The unexpected rise in U.S. wages has given financial markets new reasons to worry about inflation.</p><p>Many policymakers and economists see the price spike as temporary, in part because they did not expect such high wage increases. Over the past years, the relative growth of new capital among low-income people has stagnated.</p><p>Employment in the United States now remains well below pre-pandemic levels, and most jobs currently created are in low-wage industries, such as restaurants and tourism.</p><p>But last week's employment report showed average hourly wages were higher than expected for the second straight month. Labor supply has proven to be substantially inadequate regardless of unemployment figures, prompting many employers to raise wages or issue bonuses to attract talent.<img src=\"https://static.tigerbbs.com/7446995499804ec7176aab7dbe841740\" tg-width=\"550\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><b>Bitcoin has a long road ahead to become \"digital gold\"</b></p><p>It seems that Bitcoin is not enough to act as \"digital gold\"-a stable modern way to store wealth and hedge against economic trends.</p><p>Volatility remains high on Bitcoin, with prices falling sharply, from a mid-April high of about $63,000 to about $35,000 today. Its volatility far exceeds the movement of gold, while price movements in Bitcoin are largely irregular. This means that the digital token isn't as good as gold in hedging.</p><p>Some believe that this irregular movement in Bitcoin is advantageous because it lacks correlation and may be an excellent portfolio diversification choice. But when looking for safe haven assets, it is a bad choice.<img src=\"https://static.tigerbbs.com/dd0d306860b243186c6876684697f692\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\"><b>SEC Chair Proposes Broad Assessment of Stock Trading Rules</b></p><p>Wall Street's top regulator has called for a broad review of trading rules in the U.S. stock market.</p><p>Securities and Exchange Commission Chairman Gary Gensler said Wednesday that he asked the agency's staff to review a range of issues related to stock trading, including the so-called requirement to execute trades on optimal terms. He also said the stock transaction settlement process could be shortened to the same day.</p><p>\"I believe that shortening the standard settlement cycle can reduce costs and risks in our market,\" he said in a speech prepared for the Piper Sandler Global Exchange and Fintech Conference.<img src=\"https://static.tigerbbs.com/a969b09f89902d657ab0d88f0be2a432\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"><b>Kramer: meme Stocks 'Should Be In Casinos' Not Wall Street</b></p><p>Jim Cramer, a financial media celebrity, said Wednesday that trading meme stocks is more like gambling than investing.</p><p>\"They're exciting, they're fun, and they're real,\" Kramer said. However, \"If you're going to play, I think you can go to a casino. These should be offered at a casino. Why are they listed on the NYSE?\"</p><p>The retail trading frenzy that began in January has recently returned to the market spotlight.<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>, Bed Bath & Beyond and<a href=\"https://laohu8.com/S/BBRY\">Blackberry</a>Recently, stocks have soared sharply again, while Clean Energy Fuels and Clover Health, the new favorites of WSB concept stocks, both rose by more than 30% today.</p><p>\"They want to buy everything…You have to try to figure out which (meme stock) is next,\" Kramer said.<img src=\"https://static.tigerbbs.com/7d0b176db791bc7695bd0a82fe54dde3\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><b>Time to be bullish on emerging market currencies in a calm period for forex markets</b></p><p>As US interest rates fall and market volatility plummets, rising emerging market currencies will come naturally.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Indicators of expected volatility in developing and G7 currencies fell to their lowest level since September on Tuesday, boding well for risky assets. The U.S. 10-year Treasury Bond yield fell below 1.5% on Wednesday.</p><p>Includes<a href=\"https://laohu8.com/S/C\">Citigroup</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Including banks are predicting further gains in emerging market currencies. This comes after the weakness of the US dollar drove the MSCI Emerging Markets Currencies Index to a record high. While the U.S. inflation data on Thursday may provide clues as to when the Fed will start downsizing, market pricing suggests no policy action is expected from the Fed at its June 16 meeting.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-10/doc-ikqciyzi8751188.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/762ef028f6d872233012dadb1fe341db","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF博时","518880":"黄金ETF华安","DXD":"两倍做空道琼30指数ETF-ProShares","GLD":"黄金ETF-SPDR","IVV":"标普500ETF-iShares","PSQ":"做空纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","EBON":"亿邦国际","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","CAN":"嘉楠科技","IAU":"黄金信托ETF-iShares",".SPX":"S&P 500 Index","QID":"两倍做空纳斯达克指数ETF-ProShares","DJX":"1/100道琼斯","SSO":"2倍做多标普500ETF-ProShares","OEX":"标普100","UDOW":"三倍做多道指30ETF-ProShares","DUST":"二倍做空黄金矿业指数ETF-Direxion","SDOW":"三倍做空道指30ETF-ProShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion","QQQ":"纳指100ETF","DDM":"2倍做多道指ETF-ProShares","TQQQ":"纳指三倍做多ETF","GDX":"黄金矿业ETF-VanEck","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","SQQQ":"纳指三倍做空ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-10/doc-ikqciyzi8751188.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142824851","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、“新兴市场教父”：“困惑和迷失方向”导致市场出现“疯狂”走势\n\n\n2、美国薪资水平意外上涨 担忧通胀的理由又多了一个\n\n\n3、比特币要成为“数字黄金” 前路漫漫其修远兮\n\n\n4、美国证券交易委员会主席提议对股票交易规则进行广泛评估\n\n\n5、克莱默：meme股票“应该出现在赌场”而不是华尔街\n\n\n6、外汇市场风平浪静期 看涨新兴市场货币正当时\n\n“新兴市场教父”：“困惑和迷失方向”导致市场出现“疯狂”走势\n“新兴市场教父”麦朴思（Mark Mobius）警告称，必须“非常仔细地”关注市场波动和央行的下一步行动，并认为比特币等资产的“疯狂走势”是由“迷失方向和困惑”驱动的。\n随着经济从新冠疫情中复苏以及通胀水平的上升，市场对中央银行，特别是美联储何时可能开始缩减资产购买的猜测已经盛行数月。麦朴思表示，必须密切关注央行的举动。\n“我认为，由于中央银行退出宽松政策而导致货币供应量的任何回落对市场都非常不利。所以我认为必须非常仔细地观察这一点，”麦朴思称，“我们处于一个非常不确定的时期，这是肯定的”。美国薪资水平意外上涨 担忧通胀的理由又多了一个\n美国薪资水平的意外上涨让金融市场有了新的担心通胀的理由。\n许多政策制定者和经济学家认为价格飙升是暂时的，部分原因是他们未料想到薪资涨幅会如此之高。过去多年来，低收入人群的新资一直相对增长停滞。\n现在美国的就业人数仍远低于疫情爆发前水平，目前创造的大多数工作岗位都在低工资行业，如餐饮和旅游业。\n但上周的就业报告显示，平均小时工资连续第二个月高于预期。事实证明，无论失业数字如何，劳动力供应实质上不足，这促使许多雇主提高工资或发放奖金以吸引人才。比特币要成为“数字黄金” 前路漫漫其修远兮\n比特币要充当“数字黄金”——一种稳定的储存财富、对冲经济趋势的现代方式，似乎还不太够。\n比特币的波动仍然高企，价格急剧下跌，从4月中的高点约63000美元跌至今天的约35000美元。其波动远远超过了黄金的走势，而比特币的价格变动在很大程度上是不规律的。这意味着该数字代币在对冲方面不及黄金。\n一些人却认为比特币这种不规律的动向是有利的，因为缺乏相关性，可能是优良的投资组合多元化选择。但在寻求避险资产时，则是糟糕的选择。美国证券交易委员会主席提议对股票交易规则进行广泛评估\n华尔街的最高监管机构呼吁对美国股票市场交易规则进行一次广泛评估。\n美国证券交易委员会主席Gary Gensler周三表示，他要求该机构的工作人员审查与股票交易相关的一系列问题，包括所谓以最佳条件执行交易的要求。他还表示，股票交易结算流程可以缩短到同一天。\n他在为Piper Sandler全球交易所和金融科技会议准备好的讲话中称，“我相信缩短标准结算周期可以降低我们市场的成本和风险。”克莱默：meme股票“应该出现在赌场”而不是华尔街\n财经媒体名嘴吉姆克莱默（Jim Cramer）周三表示，交易meme股票更像是赌博而不是投资。\n“它们令人兴奋，很有趣，而且很真实，”克莱默说。然而，“如果你要玩，我认为你可以去赌场。这些应该在赌场提供。为什么它们会在纽约证券交易所上市？”\n1月份开始的散户交易狂潮最近又重新成为市场焦点。AMC院线、Bed Bath & Beyond和黑莓股票近期均再度出现大幅飙升，而WSB概念股新宠Clean Energy Fuels和Clover Health今日均涨超30%。\n“他们什么都想买……你必须试着弄清楚下一个（meme股）是哪个，”克莱默说。外汇市场风平浪静期 看涨新兴市场货币正当时\n随着美国利率走低、市场波动性大跌，新兴市场货币上涨将会水到渠成。\n摩根大通的发展中国家货币和七国集团货币预期波动性指标周二跌至9月以来的最低水平，对风险资产是个好兆头。周三，美国10年期国债收益率跌破1.5%。\n包括花旗和高盛在内的银行正在预测新兴市场货币进一步上涨。此前，美元的疲软推动MSCI新兴市场货币指数创历史新高。虽然美国周四的通胀数据可能会提供有关美联储何时开始减码的线索，但市场定价表明美联储在6月16日的会议上估计不会采取任何政策行动。","news_type":1,"symbols_score_info":{"159934":0.9,"161125":0.9,"513500":0.9,"518880":0.9,"NQmain":0.9,"SDOW":0.9,"IVV":0.9,"NUGT":0.9,"BTCmain":0.9,"SH":0.9,"UPRO":0.9,"ESmain":0.9,"DDM":0.9,"PSQ":0.9,"SPXU":0.9,"SSO":0.9,".SPX":0.9,"DOG":0.9,"SQQQ":0.9,"OEF":0.9,"EBON":0.9,"MGCmain":0.9,"DUST":0.9,"SDS":0.9,"SGCmain":0.9,"GDX":0.9,"MNQmain":0.9,"QQQ":0.9,"QID":0.9,"SGUmain":0.9,"OEX":0.9,"TQQQ":0.9,"CAN":0.9,"DXD":0.9,"QLD":0.9,"GLD":0.9,"IAU":0.9,"DJX":0.9,"XBTmain":0.9,"UDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":5219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802848391,"gmtCreate":1627770544413,"gmtModify":1703495518251,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802848391","repostId":"1120441766","repostType":4,"repost":{"id":"1120441766","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1627665833,"share":"https://ttm.financial/m/news/1120441766?lang=en_US&edition=fundamental","pubTime":"2021-07-31 01:23","market":"us","language":"zh","title":"How does the global market go in August? These events will affect risk sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120441766","media":"Wind万得","summary":"随着7月进入尾声，投资者开始关注8月市场热点事件。美联储一如既往地成为焦点，但企业财报、市场波动等因素也不容忽视。\n8月通常会带来美股交易速度的放缓，特别是在月中旬，因为这期间将近一半企业都已公布财报","content":"<p>As July draws to a close, investors are beginning to pay attention to the hot market events in August. The Federal Reserve, as always, is in focus, but factors such as corporate earnings reports and market volatility can't be ignored.</p><p>August usually brings a slowdown in U.S. stock trading, especially in the middle of the month, when nearly half of companies have reported earnings. From a historical perspective at least, though, there are still some weak seasonal trends in stocks heading into September. This is worth watching, especially considering both inflation and stock valuations remain concerning.</p><p><b>Corporate earnings season</b></p><p>After the Federal Reserve's late July meeting, investors can refocus on corporate earnings season. The Federal Reserve is a key component, but earnings drive the U.S. stock market in the long run. At the end of July, the second-quarter earnings season was exactly in line with analysts' expectations, or even partially beat them.</p><p>On July 19, the S&P 500 fell 2% on concerns about the Delta virus mutation, with a slight little swing; However, in late July, the bright performance of the earnings season basically boosted the major sectors of U.S. stocks. Entering August,<a href=\"https://laohu8.com/S/DAL\">Delta Airlines</a>The performance has worried many investors. There are signs that more countries and regions will re-tighten restrictions on outbound travel as the virus spreads further.</p><p>Markets can't expect changes from the virus, but if things worsen, it could mean people returning to so-called \"defensive\" areas, namely fixed income, very large tech stocks and the dollar.</p><p>Back to earnings, from big banks to Snap,<a href=\"https://laohu8.com/S/IBM\">IBM</a>、<a href=\"https://laohu8.com/S/HON\">Honeywell</a>、<a href=\"https://laohu8.com/S/T\">American Telephone and Telegraph</a>Companies and<a href=\"https://laohu8.com/S/AXP\">American Express</a>, many companies performed reasonably well in their July reports, as did airlines and railways. There is an argument that if railways operate well, then the wider economy will also develop well, as transport tends to be a barometer of aggregate demand.</p><p>Investor earnings estimates for the full quarter are also on the rise, with analysts now expecting second-quarter earnings to rise 74.2%, compared to 69.4% estimates. Since July, companies in a number of industries (led by the financial, healthcare, information technology and communication services industries) have reported earnings that have exceeded expectations, resulting in improvements in overall earnings expectations.</p><p>But on the other hand, market weaknesses remain, such as in the semiconductor sector.<a href=\"https://laohu8.com/S/INTC\">Intel</a>And<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Neither has failed to impress investors, with shares of both companies on the defensive. In addition, investors have digested the expectation of strong corporate earnings, and some companies need to exceed expectations or have a broad room for growth to attract more capital inflows. This also explains why bank stocks failed to rise sharply on strong results.</p><p><b>Federal Reserve Policy Support and Economic Data</b></p><p>\"No fight with the Fed\" doesn't seem to have changed either. It's a term coined decades ago by traders who thought the Fed would step in to prop up stocks in any downturn. Fed Chair Jerome Powell said earlier this month that the Fed remains committed to easy monetary policy and that high inflation could cool.</p><p>The Fed's rhetoric will affect a \"key indicator\" of global assets: Will U.S. Treasury Bond yields get back on an upward path in August, or will they fall below a nearly five-month low of 1.2% again? Falling yields tend to help so-called \"growth\" sectors such as technology, while rising yields tend to help \"cyclical\" sectors such as finance and energy. The ongoing tug-of-war between growth and value throughout the year shows no sign of disappearing.</p><p>Earlier this year, there were plenty of people on Wall Street who thought Jackson Hole could be the time and place for the Fed to announce its long-awaited taper. That doesn't have to be the case now: The steady decline in U.S. bond yields since the end of March appears to have given the Fed more room to maneuver to maintain its $120 billion-a-month bond purchase program. It's a strategy the Fed uses to inject liquidity and keep interest rates low, and it seems to have worked.</p><p>The U.S. economy grew more than 6% in the first quarter of this year, and the 10-year U.S. Treasury Bond yield was nearly 1.3% at the end of July. That's a surprisingly low yield given economic growth and month-to-month high inflation.</p><p>Both Powell and President Biden said in late July that the current high inflation would not last. To be sure, most in the market will be keeping a close eye on the July consumer and producer prices, which are released in August, as well as the July jobs report. Job growth rebounded in June after months of weakness. The focus may now turn more to wage growth: If employers have to start raising wages significantly to attract workers, it could also raise inflation concerns.</p><p>By the time the Jackson Hole meeting approaches, investors may have a better sense of whether the Fed is ready to act, or at least predict stimulus from the Fed. Some economists note that the Federal Reserve continues to buy mortgage-backed securities, which provides unnecessary ammunition for an already overheated housing market.</p><p><b>US stock volatility raises concerns</b></p><p>August could be a respite for investors. Traditionally, this is due to a time when many traders have gone on vacation and volatility and trading volumes tend to decline. There was some disruption to this seasonal factor last year, but if fears of the pandemic hadn't continued to grow, Wall Street might have a more normal holiday schedule.</p><p>In August, the CBOE Volatility Index (VIX) is likely to receive more attention. In mid-July, the index briefly rose above 20 before falling back to 17, the same level as earlier this month. The historical average for the VIX is around 20, but levels well below 20 tend to indicate that people expect less turmoil ahead.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>pointed out that the seasonal factors in August were not favorable for the market, and from historical data, U.S. stocks showed a downward trend throughout August, which was the fourth worst two-week seasonal period of the year. Since 1950, the S&P 500 has risen more than 10% in the first half of that year 19 times in 72 years. Specifically, after a strong market performance in the first half of the year, median returns typically decline 51 basis points in August before rising again.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How does the global market go in August? These events will affect risk sentiment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow does the global market go in August? These events will affect risk sentiment\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-07-31 01:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>As July draws to a close, investors are beginning to pay attention to the hot market events in August. The Federal Reserve, as always, is in focus, but factors such as corporate earnings reports and market volatility can't be ignored.</p><p>August usually brings a slowdown in U.S. stock trading, especially in the middle of the month, when nearly half of companies have reported earnings. From a historical perspective at least, though, there are still some weak seasonal trends in stocks heading into September. This is worth watching, especially considering both inflation and stock valuations remain concerning.</p><p><b>Corporate earnings season</b></p><p>After the Federal Reserve's late July meeting, investors can refocus on corporate earnings season. The Federal Reserve is a key component, but earnings drive the U.S. stock market in the long run. At the end of July, the second-quarter earnings season was exactly in line with analysts' expectations, or even partially beat them.</p><p>On July 19, the S&P 500 fell 2% on concerns about the Delta virus mutation, with a slight little swing; However, in late July, the bright performance of the earnings season basically boosted the major sectors of U.S. stocks. Entering August,<a href=\"https://laohu8.com/S/DAL\">Delta Airlines</a>The performance has worried many investors. There are signs that more countries and regions will re-tighten restrictions on outbound travel as the virus spreads further.</p><p>Markets can't expect changes from the virus, but if things worsen, it could mean people returning to so-called \"defensive\" areas, namely fixed income, very large tech stocks and the dollar.</p><p>Back to earnings, from big banks to Snap,<a href=\"https://laohu8.com/S/IBM\">IBM</a>、<a href=\"https://laohu8.com/S/HON\">Honeywell</a>、<a href=\"https://laohu8.com/S/T\">American Telephone and Telegraph</a>Companies and<a href=\"https://laohu8.com/S/AXP\">American Express</a>, many companies performed reasonably well in their July reports, as did airlines and railways. There is an argument that if railways operate well, then the wider economy will also develop well, as transport tends to be a barometer of aggregate demand.</p><p>Investor earnings estimates for the full quarter are also on the rise, with analysts now expecting second-quarter earnings to rise 74.2%, compared to 69.4% estimates. Since July, companies in a number of industries (led by the financial, healthcare, information technology and communication services industries) have reported earnings that have exceeded expectations, resulting in improvements in overall earnings expectations.</p><p>But on the other hand, market weaknesses remain, such as in the semiconductor sector.<a href=\"https://laohu8.com/S/INTC\">Intel</a>And<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Neither has failed to impress investors, with shares of both companies on the defensive. In addition, investors have digested the expectation of strong corporate earnings, and some companies need to exceed expectations or have a broad room for growth to attract more capital inflows. This also explains why bank stocks failed to rise sharply on strong results.</p><p><b>Federal Reserve Policy Support and Economic Data</b></p><p>\"No fight with the Fed\" doesn't seem to have changed either. It's a term coined decades ago by traders who thought the Fed would step in to prop up stocks in any downturn. Fed Chair Jerome Powell said earlier this month that the Fed remains committed to easy monetary policy and that high inflation could cool.</p><p>The Fed's rhetoric will affect a \"key indicator\" of global assets: Will U.S. Treasury Bond yields get back on an upward path in August, or will they fall below a nearly five-month low of 1.2% again? Falling yields tend to help so-called \"growth\" sectors such as technology, while rising yields tend to help \"cyclical\" sectors such as finance and energy. The ongoing tug-of-war between growth and value throughout the year shows no sign of disappearing.</p><p>Earlier this year, there were plenty of people on Wall Street who thought Jackson Hole could be the time and place for the Fed to announce its long-awaited taper. That doesn't have to be the case now: The steady decline in U.S. bond yields since the end of March appears to have given the Fed more room to maneuver to maintain its $120 billion-a-month bond purchase program. It's a strategy the Fed uses to inject liquidity and keep interest rates low, and it seems to have worked.</p><p>The U.S. economy grew more than 6% in the first quarter of this year, and the 10-year U.S. Treasury Bond yield was nearly 1.3% at the end of July. That's a surprisingly low yield given economic growth and month-to-month high inflation.</p><p>Both Powell and President Biden said in late July that the current high inflation would not last. To be sure, most in the market will be keeping a close eye on the July consumer and producer prices, which are released in August, as well as the July jobs report. Job growth rebounded in June after months of weakness. The focus may now turn more to wage growth: If employers have to start raising wages significantly to attract workers, it could also raise inflation concerns.</p><p>By the time the Jackson Hole meeting approaches, investors may have a better sense of whether the Fed is ready to act, or at least predict stimulus from the Fed. Some economists note that the Federal Reserve continues to buy mortgage-backed securities, which provides unnecessary ammunition for an already overheated housing market.</p><p><b>US stock volatility raises concerns</b></p><p>August could be a respite for investors. Traditionally, this is due to a time when many traders have gone on vacation and volatility and trading volumes tend to decline. There was some disruption to this seasonal factor last year, but if fears of the pandemic hadn't continued to grow, Wall Street might have a more normal holiday schedule.</p><p>In August, the CBOE Volatility Index (VIX) is likely to receive more attention. In mid-July, the index briefly rose above 20 before falling back to 17, the same level as earlier this month. The historical average for the VIX is around 20, but levels well below 20 tend to indicate that people expect less turmoil ahead.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>pointed out that the seasonal factors in August were not favorable for the market, and from historical data, U.S. stocks showed a downward trend throughout August, which was the fourth worst two-week seasonal period of the year. Since 1950, the S&P 500 has risen more than 10% in the first half of that year 19 times in 72 years. Specifically, after a strong market performance in the first half of the year, median returns typically decline 51 basis points in August before rising again.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120441766","content_text":"随着7月进入尾声，投资者开始关注8月市场热点事件。美联储一如既往地成为焦点，但企业财报、市场波动等因素也不容忽视。\n8月通常会带来美股交易速度的放缓，特别是在月中旬，因为这期间将近一半企业都已公布财报。不过，至少从历史的角度来看，进入9月份，股市仍有一些疲软的季节性趋势。这一点值得关注，尤其是考虑到通胀和股票估值都仍令人担忧。\n企业财报季\n在美联储7月底的会议之后，投资者可以重新关注企业财报季。美联储是一个关键组成部分，但从长期来看，收益驱动着美股市场。截至7月底，第二季度财报季完全符合分析师的预期，甚至部分超出预期。\n7月19日，标准普尔500指数因担心德尔塔病毒变异而下跌2%，出现了轻微的小波动；但在7月下旬，财报季的亮眼表现基本上提振了美股各大板块。进入8月，达美航空业绩表现让不少投资者担忧。有迹象表明，随着病毒的进一步蔓延，更多国家和地区将重新对外出旅行加强限制。\n市场无法预期病毒的变化，但如果情况恶化，可能意味着人们会回到所谓的“防御性”领域，即固定收益、超大型科技股和美元。\n回到盈利方面，从大型银行到Snap、IBM、霍尼韦尔、美国电话电报公司和美国运通，许多公司在7月份的报告中都表现得相当不错，航空公司和铁路公司也是如此。有一种观点认为，如果铁路运营良好，那么更广泛的经济也会发展良好，因为运输往往是总需求的晴雨表。\n投资者对整个季度的收益预期也在上升，分析师目前预计第二季度收益将增长74.2%，此前预计为69.4%。7月以来，多个行业(以金融、医疗保健、信息技术和通信服务行业为首)公司公布的收益超出预期，导致整体收益预期有所改善。\n但另一方面，市场弱点仍然存在，例如半导体领域。英特尔和德州仪器的前景都未能给投资者留下深刻印象，两家公司的股价都处于守势。此外，投资者已经消化了企业收益强劲的预期，一些公司需要业绩大超预期，或成长空间较广，才能吸引更多资金流入。这也解释了为什么银行股未能因强劲业绩大幅上涨。\n美联储政策支持和经济数据\n“不与美联储抗争”似乎也没有改变。这是几十年前交易员们发明的一个术语，他们认为美联储会在任何低迷时期出手支撑股市。美联储主席鲍威尔(Jerome Powell)本月早些时候表示，美联储仍致力于宽松货币政策，高通胀可能会降温。\n美联储的言辞将会影响全球资产的“关键指标”：美国国债收益率将在8月份重新走上上升之路，还是将再次跌至近五个月来的低点1.2%以下？收益率下降往往有助于科技等所谓的“成长型”板块，而收益率上升往往有助于金融和能源等“周期性”板块。全年持续的增长与价值的拉锯战并没有消失的迹象。\n今年早些时候，华尔街有很多人认为，杰克逊霍尔可能是美联储宣布外界期待已久的缩减刺激计划的时机和地点。现在不一定是这样了：自3月底以来，美债收益率稳步下滑，似乎给了美联储更多的操作空间，以维持每月1,200亿美元的购债计划。这是美联储用来注入流动性和保持低利率的策略，而且似乎已经奏效了。\n今年第一季度，美国经济增长超过6%，截至7月底，10年期美国国债收益率接近1.3%。考虑到经济增长和月复一月的高通胀，这是一个令人惊讶的低收益率。\n鲍威尔和拜登总统在7月下旬都表示，目前的高通胀不会持续。可以肯定的是，市场中的大多数人将密切关注8月公布的7月消费者和生产者价格，以及7月就业报告。就业增长在经过几个月的疲软后，于6月反弹。现在的焦点可能更多地转向工资增长：如果雇主不得不开始大幅提高工资以吸引工人，这可能也会引发通胀担忧。\n等到杰克逊霍尔会议临近的时候，投资者可能会对美联储是否准备采取行动有更好的感觉，或者至少预测美联储会采取刺激措施。一些经济学家指出，美联储继续购买抵押贷款支持证券，这为已经过热的房地产市场提供了不必要的弹药。\n美股波动率引发关注\n8月份可能是给投资者喘息的时间。传统上，这是由于许多交易员都去度假，波动性和交易量趋于下降的时候。去年，这种季节因素受到了一些干扰，但如果对疫情的恐惧没有持续增长，华尔街可能会有一个更正常的假期安排。\n8月，CBOE波动率指数(VIX)可能会受到更多关注。7月中旬，该指数短暂升至20以上，然后又回落至17，与本月早些时候的水平相同。VIX指数的历史平均水平在20左右，但远低于20的水平往往表明，人们预计未来的动荡会减少。\n高盛指出，8月的季节性因素并不对市场有利，从历史数据来看，整个8月美股都呈下降趋势，这是一年中第四糟糕的两周季节性时期。自1950年以来，在72年的时间里，标普500指数有19次在当年上半年涨超10%。具体来说，在上半年市场表现强劲之后，8月份的回报率中值通常会下降51个基点，然后再上升。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806523083,"gmtCreate":1627681598742,"gmtModify":1703494502516,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806523083","repostId":"1198370900","repostType":4,"isVote":1,"tweetType":1,"viewCount":5135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890507369,"gmtCreate":1628122601351,"gmtModify":1703501532787,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890507369","repostId":"2156717176","repostType":4,"repost":{"id":"2156717176","kind":"highlight","pubTimestamp":1628047054,"share":"https://ttm.financial/m/news/2156717176?lang=en_US&edition=fundamental","pubTime":"2021-08-04 11:17","market":"us","language":"zh","title":"stagflation Risk Increased! Goldman Sachs: Hedge well against sharp declines in U.S. stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2156717176","media":"华尔街见闻","summary":"美股仍处高位，不过已经有华尔街大行开始警告下跌的风险了。高盛就提醒投资者，市场开始变得相当不稳定了，要关注股票下跌风险，并做好对冲准备。\n高盛策略师Christian Mueller-Glissman","content":"<p>U.S. stocks remain high, but some major Wall Street banks have begun to warn of the risk of falling.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Just remind investors that the market is beginning to become quite unstable, pay attention to the risk of stock decline and be prepared to hedge.</p><p>Christian Mueller-Glissmann, a strategist at Goldman Sachs, said in a recent research report that the S&P 500 index has not fallen by 5% for 187 days, which is one of the longest periods in the past 100 years; As stocks and bonds become more expensive, multi-asset portfolios are also becoming more vulnerable to interest rate and economic growth shocks.</p><p><b>Mueller-Glissmann first took a closer look at recent inflation indicators, noting that breakeven inflation outperforms other \"procyclical\" assets.</b>Generally speaking, the two have always been closely related throughout history; But recent performance shows that breakeven inflation appears to be increasingly different from various historical correlation indicators.</p><p>First, EU breakeven inflation outperformed assets like Cyclicals (EU Cyclicals vs Defensives) last week. Moreover, in fact, this trend has appeared since the second quarter of this year.</p><p>Not only in Europe, but also in the United States. Since the second half of last year, US breakeven inflation (US breakeves) and procyclical assets (US cyclical vs Defensives) began to decouple continuously.</p><p><b>Breakeven inflation is commonly used to measure inflation expectations. It is important to note, however, that the rise in breakeven inflation is not reflected in the more important real interest rate.</b></p><p>Conversely, real interest rates across the term structure have been falling as breakeven inflation has risen, with the 10 year real rate in both Europe and the US hitting new lows in recent times.</p><p><b>In this case, Goldman Sachs warned that such low real interest rates point to the market's pricing of stagflation risk, which seems to be somewhat contradictory to the economic recovery.</b>In the view of Goldman Sachs economists, the U.S. economic recovery is generally on track, and inflationary pressures will eventually ease.</p><p>At the heart of reflation are bonds. Bonds have risen strongly since June and the yield curve has flattened, hinting not only at the risk of a recent slowdown in economic growth, but also at the risk of sustained long-term stagnation in the new cycle as monetary and fiscal support wears off. Additionally, the downside in long-term bond yields is largely driven by real yields, while break-even inflation is sticky — suggesting growing concerns about stagflation. Regarding the market outlook, Goldman Sachs strategist Mueller-Glissmann said that the market may need some catalysts to reprice higher interest rates, and this week's strong jobs report may help clarify the future trend.</p><p><b>Moreover, he warned that the risk of a stock market correction has increased. Moreover, the widening gap between S&P 500 returns and changes in bond yields over the past six months, coupled with the fact that real interest rates are already very low and stock valuations are very high, makes stocks more vulnerable to economic growth and interest rates.</b></p><p>In addition to the above reasons, Goldman Sachs gave other reasons in the report.</p><p>Goldman's Risk Appetite Indicator, for example, has plummeted recently. Looking at the index composition, growth optimism (RAI PC1) remains under pressure. This means that although the earnings season in Europe and the United States is generally strong going forward, the market is still not convinced that there will be more positive growth drivers at the end of the year and the new cycle, considering the beginning of disappointing fiscal stimulus measures in the United States and the drag on consumption by the COVID-19 pandemic.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>stagflation Risk Increased! Goldman Sachs: Hedge well against sharp declines in U.S. stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nstagflation Risk Increased! Goldman Sachs: Hedge well against sharp declines in U.S. stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-04 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stocks remain high, but some major Wall Street banks have begun to warn of the risk of falling.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Just remind investors that the market is beginning to become quite unstable, pay attention to the risk of stock decline and be prepared to hedge.</p><p>Christian Mueller-Glissmann, a strategist at Goldman Sachs, said in a recent research report that the S&P 500 index has not fallen by 5% for 187 days, which is one of the longest periods in the past 100 years; As stocks and bonds become more expensive, multi-asset portfolios are also becoming more vulnerable to interest rate and economic growth shocks.</p><p><b>Mueller-Glissmann first took a closer look at recent inflation indicators, noting that breakeven inflation outperforms other \"procyclical\" assets.</b>Generally speaking, the two have always been closely related throughout history; But recent performance shows that breakeven inflation appears to be increasingly different from various historical correlation indicators.</p><p>First, EU breakeven inflation outperformed assets like Cyclicals (EU Cyclicals vs Defensives) last week. Moreover, in fact, this trend has appeared since the second quarter of this year.</p><p>Not only in Europe, but also in the United States. Since the second half of last year, US breakeven inflation (US breakeves) and procyclical assets (US cyclical vs Defensives) began to decouple continuously.</p><p><b>Breakeven inflation is commonly used to measure inflation expectations. It is important to note, however, that the rise in breakeven inflation is not reflected in the more important real interest rate.</b></p><p>Conversely, real interest rates across the term structure have been falling as breakeven inflation has risen, with the 10 year real rate in both Europe and the US hitting new lows in recent times.</p><p><b>In this case, Goldman Sachs warned that such low real interest rates point to the market's pricing of stagflation risk, which seems to be somewhat contradictory to the economic recovery.</b>In the view of Goldman Sachs economists, the U.S. economic recovery is generally on track, and inflationary pressures will eventually ease.</p><p>At the heart of reflation are bonds. Bonds have risen strongly since June and the yield curve has flattened, hinting not only at the risk of a recent slowdown in economic growth, but also at the risk of sustained long-term stagnation in the new cycle as monetary and fiscal support wears off. Additionally, the downside in long-term bond yields is largely driven by real yields, while break-even inflation is sticky — suggesting growing concerns about stagflation. Regarding the market outlook, Goldman Sachs strategist Mueller-Glissmann said that the market may need some catalysts to reprice higher interest rates, and this week's strong jobs report may help clarify the future trend.</p><p><b>Moreover, he warned that the risk of a stock market correction has increased. Moreover, the widening gap between S&P 500 returns and changes in bond yields over the past six months, coupled with the fact that real interest rates are already very low and stock valuations are very high, makes stocks more vulnerable to economic growth and interest rates.</b></p><p>In addition to the above reasons, Goldman Sachs gave other reasons in the report.</p><p>Goldman's Risk Appetite Indicator, for example, has plummeted recently. Looking at the index composition, growth optimism (RAI PC1) remains under pressure. This means that although the earnings season in Europe and the United States is generally strong going forward, the market is still not convinced that there will be more positive growth drivers at the end of the year and the new cycle, considering the beginning of disappointing fiscal stimulus measures in the United States and the drag on consumption by the COVID-19 pandemic.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637091\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3637091","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156717176","content_text":"美股仍处高位，不过已经有华尔街大行开始警告下跌的风险了。高盛就提醒投资者，市场开始变得相当不稳定了，要关注股票下跌风险，并做好对冲准备。\n高盛策略师Christian Mueller-Glissmann在最近的一篇研报中表示，标普500指数已经有187天没有出现下跌5%的情况，为过去100年来最长持续时间之一；随着股票和债券越来越贵，多资产组合也变得更容易受到利率和经济增长冲击的影响。\nMueller-Glissmann首先仔细观察了近期的通胀指标，指出盈亏平衡通胀表现优于其他“顺周期”资产。通常来说，这两者在历史上一直是密切相关的；但是近期的表现显示，盈亏平衡通胀与各种历史相关性指标的差异似乎越来越大。\n首先，上周欧洲盈亏平衡通胀（EU breakeven inflation）表现优于周期股等资产（EU Cyclicals vs Defensives）。并且，实际上今年二季度以来就已经出现了这一趋势。\n不仅是欧洲，美国也是如此。去年下半年开始美国盈亏平衡通胀（US breakeves）和顺周期资产（US cyclical vs Defensives）就开始不断脱钩了。\n盈亏平衡通胀通常被用于衡量通胀预期。然而需要注意的是，盈亏平衡通胀的上升并没有反映在更重要的实际利率上。\n相反，随着盈亏平衡通胀的上升，整个期限结构的实际利率一直在下降，欧洲和美国的10年期实际利率均在近期创下了新低。\n对于上述情形，高盛警告，如此低的实际利率水平指向了市场对滞涨风险的定价，而这似乎与经济复苏有些矛盾。在高盛经济学家看来，美国经济复苏大体上处在轨道上，通胀压力最终也会缓解。\n\n 通货再膨胀的核心是债券。债券自6月以来强劲上扬，收益率曲线趋平，不仅暗示了近期经济增长放缓的风险，同时也显示了随着货币和财政支持的消失，新一周期内持续长期停滞的风险。此外，长期限债券收益率下行主要是由实际收益率推动的，而盈亏平衡通胀具有粘性——这表明对滞涨的担忧日益加剧。\n\n对于后市的走势，高盛策略师Mueller-Glissmann表示，市场可能需要一些催化剂来重新定价更高的利率，本周强劲的就业报告可能有助于明晰日后的趋势。\n此外，他还警告，股市调整的风险已经增加了。此外，过去6个月，标普500回报率和债券收益率变化之间的差距不断扩大，再加上实际利率已经非常低了，且股票估值非常高，这使得股票更易受到经济增长和利率的冲击。\n除了上述原因之外，高盛还在报告中给出了其他理由。\n比如，高盛风险偏好指标（Goldman's Risk Appetite Indicator）近期重挫。从指数组成来看，增长乐观情绪（RAI PC1）仍处于压力之下。这意味着尽管往后看欧洲和美国的财报季总体强劲，但是考虑到美国财政刺激措施开始令人失望，以及新冠疫情拖累了消费，市场仍然不相信在年底和新周期会出现更多积极的增长动力。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":4318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163664076,"gmtCreate":1623883600395,"gmtModify":1703822214254,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163664076","repostId":"1109204514","repostType":4,"repost":{"id":"1109204514","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623866545,"share":"https://ttm.financial/m/news/1109204514?lang=en_US&edition=fundamental","pubTime":"2021-06-17 02:02","market":"other","language":"zh","title":"Fed Dot Plot: Median Expectations Fed Will rate hike Twice By End Of 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1109204514","media":"老虎资讯综合","summary":"虽然依然保持近零利率和QE购债规模不变，但本周美联储会议释放了两年后、即2023年较有可能加息不止一次的明显信号。\n美东时间6月16日周三，美联储会后公布，联储货币政策委员会FOMC的委员一致同意，将","content":"<p>Although the near-zero interest rate and the scale of QE bond purchases remain unchanged, this week's Fed meeting released an obvious signal that two years later, that is, 2023, is more likely to rate hike more than once.</p><p>On Wednesday, June 16th, Eastern Time, the Federal Reserve announced after the meeting that the members of the FOMC Monetary Policy Committee of the Federal Reserve unanimously agreed to keep the target level of the policy interest rate Federal Funds rate unchanged at 0-0.25%, in line with market expectations, while maintaining the excess reserve rate (IOER) and discount rate at 0.10% and 0.25% respectively.</p><p>Like the previous eight post-meeting statements, the Fed continues to pledge to use \"all the scope\" of the Fed's policy tools to support the U.S. economy.</p><p>The dot plot released after the meeting shows that, like the last dot plot released in March this year, all Fed officials expect interest rates to remain unchanged this year, and for a longer period after 2023, most Fed officials expect interest rates to rise to 2.5%, higher than the Fed's long-term target of 2%. Different from the last dot plot:</p><p><ul><li>Of the 18 officials who released expectations,<b>This time, 7 people are expected to rate hike in 2022</b>Three more people than the previous expected number,<b>The number accounts for nearly 40%.</b></li><li>Among the 18 people this time,<b>13 people are expected to meet in rate hike in 2023, accounting for more than 72%</b>, six more than the last expected 2023 rate hike<b>。</b></li><li><b>Of those 13 who expect to raise rates in 2023, 11 expect rates to exceed 0.5% by then,</b>Number of persons<b>Accounting for more than 61%</b>Five more people than expected last time,<b>Five people expect interest rates to exceed 1% by then</b>Three more than expected last time, the number of<b>Accounting for nearly 30%</b>。</li></ul>Which means,<b>If a rate hike of 25 basis points at a time</b>, then,<b>More than 60 percent of officials this time expect the Fed to have at least two rate hike by the end of 2023 on its current basis</b>。</p><p>After the FOMC decision was announced at 2 pm in the East of the United States, the yield of 10-year U.S. bonds rose above 1.50% and 1.51%, turning up and rising by nearly 2 basis points during the day. The decline of U.S. stocks widened, with the Dow falling nearly 370 points or more than 1%, the S&P 500 falling nearly 1% and the Nasdaq falling 0.7%. Five minutes later, the Dow's losses narrowed slightly to 285, with the S&P 500 and Nasdaq both down 0.7%. Gold and silver dived, and spot gold fell by 0.5% again in the day and fell below $1,850, falling over $10 in the short term. Bitcoin narrowed its decline, returning to above $39,000, and the US Dollar Index rose above the 90.70 and 90.80 barriers, setting a one-month high.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Dot Plot: Median Expectations Fed Will rate hike Twice By End Of 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Dot Plot: Median Expectations Fed Will rate hike Twice By End Of 2023\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-17 02:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Although the near-zero interest rate and the scale of QE bond purchases remain unchanged, this week's Fed meeting released an obvious signal that two years later, that is, 2023, is more likely to rate hike more than once.</p><p>On Wednesday, June 16th, Eastern Time, the Federal Reserve announced after the meeting that the members of the FOMC Monetary Policy Committee of the Federal Reserve unanimously agreed to keep the target level of the policy interest rate Federal Funds rate unchanged at 0-0.25%, in line with market expectations, while maintaining the excess reserve rate (IOER) and discount rate at 0.10% and 0.25% respectively.</p><p>Like the previous eight post-meeting statements, the Fed continues to pledge to use \"all the scope\" of the Fed's policy tools to support the U.S. economy.</p><p>The dot plot released after the meeting shows that, like the last dot plot released in March this year, all Fed officials expect interest rates to remain unchanged this year, and for a longer period after 2023, most Fed officials expect interest rates to rise to 2.5%, higher than the Fed's long-term target of 2%. Different from the last dot plot:</p><p><ul><li>Of the 18 officials who released expectations,<b>This time, 7 people are expected to rate hike in 2022</b>Three more people than the previous expected number,<b>The number accounts for nearly 40%.</b></li><li>Among the 18 people this time,<b>13 people are expected to meet in rate hike in 2023, accounting for more than 72%</b>, six more than the last expected 2023 rate hike<b>。</b></li><li><b>Of those 13 who expect to raise rates in 2023, 11 expect rates to exceed 0.5% by then,</b>Number of persons<b>Accounting for more than 61%</b>Five more people than expected last time,<b>Five people expect interest rates to exceed 1% by then</b>Three more than expected last time, the number of<b>Accounting for nearly 30%</b>。</li></ul>Which means,<b>If a rate hike of 25 basis points at a time</b>, then,<b>More than 60 percent of officials this time expect the Fed to have at least two rate hike by the end of 2023 on its current basis</b>。</p><p>After the FOMC decision was announced at 2 pm in the East of the United States, the yield of 10-year U.S. bonds rose above 1.50% and 1.51%, turning up and rising by nearly 2 basis points during the day. The decline of U.S. stocks widened, with the Dow falling nearly 370 points or more than 1%, the S&P 500 falling nearly 1% and the Nasdaq falling 0.7%. Five minutes later, the Dow's losses narrowed slightly to 285, with the S&P 500 and Nasdaq both down 0.7%. Gold and silver dived, and spot gold fell by 0.5% again in the day and fell below $1,850, falling over $10 in the short term. Bitcoin narrowed its decline, returning to above $39,000, and the US Dollar Index rose above the 90.70 and 90.80 barriers, setting a one-month high.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109204514","content_text":"虽然依然保持近零利率和QE购债规模不变，但本周美联储会议释放了两年后、即2023年较有可能加息不止一次的明显信号。\n美东时间6月16日周三，美联储会后公布，联储货币政策委员会FOMC的委员一致同意，将政策利率联邦基金利率的目标水平保持在0-0.25%不变，符合市场预期，同时将超额准备金利率（IOER）和贴现利率仍分别维持在0.10%和0.25%。\n和前八次会后声明一样，美联储继续承诺，将为了支持美国经济而运用联储“所有范围”的政策工具。\n会后公布的点阵图显示，和今年3月上次发布的点阵图一样，所有美联储官员均预计今年利率保持不变，在2023年之后的更长时间内，多数联储官员预计利率会升至2.5%，高于联储长期目标2%。不同于上次点阵图的是：\n\n在18名发布预期的官员中，本次有7人预计2022年将加息，比上次这样预期的人数多3人，人数占比将近40%。\n本次18人中有13人预计2023年会加息，人数占比超过72%，比上次预期2023年加息者多6人。\n在预计2023年加息的这13人中，有11人预计届时利率将超过0.5%，人数占比超过61%，比上次这样预期者多5人，预计届时利率超过1%的有5人，比上次这样预期者多3人，人数占比将近30%。\n\n这意味着，若一次加息25个基点，那么，本次有六成以上的多数官员都预计，到2023年末，美联储将在当前基础上至少两次加息。\n在美东下午2点FOMC决策公布后，10年期美债收益率升破1.50%和1.51%两道关口，日内转涨并升近2个基点。美股跌幅扩大，道指跌近370点或超1%，标普500指数跌近1%，纳指跌0.7%。5分钟后，道指跌幅小幅收窄至285点，标普500指数和纳指均跌0.7%。金银跳水，现货黄金日内重新下跌0.5%并失守1850美元，短线跌超10美元。比特币跌幅收窄，重回3.9万美元上方，美元指数升破90.70和90.80两道关口，刷新一个月高位。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894658362,"gmtCreate":1628823772456,"gmtModify":1676529866554,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894658362","repostId":"2159698722","repostType":4,"isVote":1,"tweetType":1,"viewCount":4201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117972063,"gmtCreate":1623115310252,"gmtModify":1704196344259,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Good job g7","listText":"Good job g7","text":"Good job g7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117972063","repostId":"2141259172","repostType":4,"isVote":1,"tweetType":1,"viewCount":4272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117976651,"gmtCreate":1623115277973,"gmtModify":1704196343767,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"themes":[],"title":"","htmlText":"Good job g7","listText":"Good job g7","text":"Good job g7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117976651","repostId":"2141259172","repostType":4,"isVote":1,"tweetType":1,"viewCount":3886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}