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2022-12-01

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2022-02-05

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PayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst

2021-06-20

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2021-06-18

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10:28","market":"us","language":"en","title":"PayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2209524346","media":"MarketWatch","summary":"Improving engagement trends are encouraging given strategic 'pivot,' Mizuho saysPayPal recently anno","content":"<html><head></head><body><p>Improving engagement trends are encouraging given strategic &#39;pivot,&#39; Mizuho says</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e30cb2b6a29715f9c2a44811c5aa446\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>PayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones.</span></p><p>Shares of PayPal Holdings Inc. have been pummeled in recent days after the e-commerce company gave a disappointing forecast and announced a change in its business strategy, but one analyst still sees shine in PayPal&#39;s story.</p><p>Mizuho&#39;s Dan Dolev wrote Friday that PayPal&#39;s (PYPL) narrative has &#34;four silver linings&#34; despite the &#34;epic de-rating&#34; of PayPal&#39;s stock. The shares fell 22.9% on the week of PayPal&#39;s holiday-quarter earnings report, and they&#39;re off nearly 60% from the company&#39;s all-time closing high of $308.53 established in July 2021.</p><p>Dolev was encouraged that PayPal&#39;s total payment volume per user appears to have bottomed in the third-quarter as fourth-quarter trends improved. The metric captured the value of transactions going through PayPal&#39;s platform, measured on a per-user basis while excluding merchant accounts.</p><p>&#34;Our analysis shows that PYPL&#39;s share price (lagged by one quarter) closely tracks incremental TPV per user,&#34; he wrote, noting about $70 in TPV per user in the fourth quarter, up from $68 in the third. &#34;If this metric continues to improve, the stock is likely to follow, in our view.&#34;</p><p>Further, Dolev saw improvement in PayPal&#39;s take rate when excluding <a href=\"https://laohu8.com/S/EBAY\">eBay</a> volumes. The ex-eBay take rate, which represents the cut that the company gets of each transaction, rose to 2.03% in the fourth quarter, up from 1.98% in the third quarter and 1.95% in the second quarter, he noted.</p><p>Incremental growth in TPV, when excluding eBay and peer-to-peer volumes, improved as well from the third quarter to hit $55 billion, Dolev noted. While that number came in below the second-quarter high, it was better than PayPal&#39;s performance in each quarter of 2020.</p><p>Finally, PayPal showed more incremental transactions per active account in the fourth quarter than it did in the third quarter, according to Dolev.</p><p>&#34;Better engagement trends bode well for PYPL, especially given the company&#39;s pivot on user strategy,&#34; he wrote. &#34;Since PYPL is weighting its focus more towards customer retention and improving engagement of existing customers, this metric is becoming increasingly important.&#34;</p><p>Dolev kept a buy rating on PayPal&#39;s shares, though he reduced his price target to $175 from $200 in Friday&#39;s note to clients.</p></body></html>","source":"lsy1603348471595","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>PayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/paypal-stock-still-offers-four-silver-linings-after-epic-selloff-says-analyst-11643980171?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Improving engagement trends are encouraging given strategic 'pivot,' Mizuho saysPayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones....</p>\n\n<a href=\"https://www.marketwatch.com/story/paypal-stock-still-offers-four-silver-linings-after-epic-selloff-says-analyst-11643980171?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4533":"AQR资本管理(全球第二大对冲基金)","PYPL":"PayPal"},"source_url":"https://www.marketwatch.com/story/paypal-stock-still-offers-four-silver-linings-after-epic-selloff-says-analyst-11643980171?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209524346","content_text":"Improving engagement trends are encouraging given strategic 'pivot,' Mizuho saysPayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones.Shares of PayPal Holdings Inc. have been pummeled in recent days after the e-commerce company gave a disappointing forecast and announced a change in its business strategy, but one analyst still sees shine in PayPal's story.Mizuho's Dan Dolev wrote Friday that PayPal's (PYPL) narrative has \"four silver linings\" despite the \"epic de-rating\" of PayPal's stock. The shares fell 22.9% on the week of PayPal's holiday-quarter earnings report, and they're off nearly 60% from the company's all-time closing high of $308.53 established in July 2021.Dolev was encouraged that PayPal's total payment volume per user appears to have bottomed in the third-quarter as fourth-quarter trends improved. The metric captured the value of transactions going through PayPal's platform, measured on a per-user basis while excluding merchant accounts.\"Our analysis shows that PYPL's share price (lagged by one quarter) closely tracks incremental TPV per user,\" he wrote, noting about $70 in TPV per user in the fourth quarter, up from $68 in the third. \"If this metric continues to improve, the stock is likely to follow, in our view.\"Further, Dolev saw improvement in PayPal's take rate when excluding eBay volumes. The ex-eBay take rate, which represents the cut that the company gets of each transaction, rose to 2.03% in the fourth quarter, up from 1.98% in the third quarter and 1.95% in the second quarter, he noted.Incremental growth in TPV, when excluding eBay and peer-to-peer volumes, improved as well from the third quarter to hit $55 billion, Dolev noted. While that number came in below the second-quarter high, it was better than PayPal's performance in each quarter of 2020.Finally, PayPal showed more incremental transactions per active account in the fourth quarter than it did in the third quarter, according to Dolev.\"Better engagement trends bode well for PYPL, especially given the company's pivot on user strategy,\" he wrote. \"Since PYPL is weighting its focus more towards customer retention and improving engagement of existing customers, this metric is becoming increasingly important.\"Dolev kept a buy rating on PayPal's shares, though he reduced his price target to $175 from $200 in Friday's note to clients.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164874710,"gmtCreate":1624196833630,"gmtModify":1703830473789,"author":{"id":"3586826794094812","authorId":"3586826794094812","name":"Milan83","avatar":"https://static.tigerbbs.com/5c1f3f56ecd4f0712717cff5e8a34a6c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586826794094812","authorIdStr":"3586826794094812"},"themes":[],"htmlText":"Hood","listText":"Hood","text":"Hood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164874710","repostId":"1166679093","repostType":4,"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162997774,"gmtCreate":1624030461198,"gmtModify":1703827184606,"author":{"id":"3586826794094812","authorId":"3586826794094812","name":"Milan83","avatar":"https://static.tigerbbs.com/5c1f3f56ecd4f0712717cff5e8a34a6c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586826794094812","authorIdStr":"3586826794094812"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162997774","repostId":"1138062216","repostType":4,"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9965091472,"gmtCreate":1669854575297,"gmtModify":1676538256532,"author":{"id":"3586826794094812","authorId":"3586826794094812","name":"Milan83","avatar":"https://static.tigerbbs.com/5c1f3f56ecd4f0712717cff5e8a34a6c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586826794094812","authorIdStr":"3586826794094812"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965091472","repostId":"1151360919","repostType":4,"repost":{"id":"1151360919","kind":"news","pubTimestamp":1669850170,"share":"https://ttm.financial/m/news/1151360919?lang=&edition=full_marsco","pubTime":"2022-12-01 07:16","market":"us","language":"en","title":"Jerome Powell Signals Fed Prepared to Slow Rate-Rise Pace in December","url":"https://stock-news.laohu8.com/highlight/detail?id=1151360919","media":"The Wall Street Journal","summary":"WASHINGTON—Federal Reserve Chair Jerome Powell provided a clear signal that the central bank is on t","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/0742c30af7ca0e2b2064f2e5c4a7b9ba\" tg-width=\"620\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/>WASHINGTON—Federal Reserve Chair Jerome Powell provided a clear signal that the central bank is on track to raise interest rates by a half percentage point at its next meeting, stepping down from an unprecedented series of four 0.75-point rate rises aimed at combating high inflation.</p><p>Mr. Powell, in a speech Wednesday, said an overheated labor market needed to cool more for the Fed to be confident that inflation would decline toward its 2% goal.</p><ul><li>Markets Live Blog: Stocks Swing to Gains, Bond Yields Fall During Powell Speech</li><li>Third-Quarter U.S. Growth Was Stronger Than Previously Thought</li><li>U.S. Economic Growth Slowed This Fall, Fed’s Beige Book Says</li></ul><p>Because the Fed has raised rates rapidly and it takes time for those moves to influence the economy, it would make sense for officials to slow rate increases, he said at an event at the Brookings Institution. “The time for moderating the pace of rate increases may come as soon as the December meeting,” he said.</p><p>Fed officialslifted their benchmark rate by 0.75 percentage point on Nov. 2to a range between 3.75% and 4%, which is up from near zero in early March. Many officials have signaled they are leaning toward approving a 0.5-point increase at their Dec. 13-14 meeting.</p><p>Investors have been eager for evidence that the central bank would slow its pace of rate rises, andmarkets ralliedafter Mr. Powell’s remarks. The Dow Jones Industrial Average rose 2.2%, or about 735 points, enough to put the index back in a bull market, defined as a 20% rise from a recent low. The yield on the benchmark 10-year Treasury note declined to 3.699% Wednesday from 3.746% Tuesday.</p><p>Mr. Powell suggested Fed officials were moving into a new phase of policy tightening in which they would try to judge just how high rates need to rise. “My colleagues and I do not want to overtighten because … cutting rates is not something we want to do soon,” he said. “That’s why we’re slowing down, and I’m going to try to find our way to what that right level is.”</p><p>Mr. Powell reviewed signs of progress on the inflation fight, including a slowdown in interest-rate sensitive sectors of the economy such as housing and improving supply-chain conditions. But he said that declines in rents and goods prices might be insufficient if firms don’t slow their hiring to bring the strong demand for labor into better balance with a shortfall in the supply of workers.</p><p>Labor demand has eased some in recent months.Job openingstotaled a seasonally adjusted 10.3 million in October, the Labor Department reported Wednesday. That was down from 10.7 million in September but far exceeded the 6.1 million unemployed people seeking work in October.</p><p>The labor market “shows only tentative signs of rebalancing, and wage growth remains well above levels that would be consistent with 2% inflation,” Mr. Powell said. “Despite some promising developments, we have a long way to go in restoring price stability.”</p><p>The Fed has raised interest rates this year at the most rapid pace since the early 1980s to battle inflation that is running near a 40-year high. Officials seek to reduce inflation by slowing the economy through tighter financial conditions—such as higher borrowing costs, lower stock prices and a stronger dollar—which typically curb demand.</p><p>The U.S. economy shrank slightly in the first half of this year, but grew more briskly in the third quarter than previously estimated. Gross domestic product increased at an inflation-adjustedannual rate of 2.9%from July through September, up from an initial estimate of 2.6%, the Commerce Department said Wednesday.</p><p>Awave of layoffshas rippled across industries such as tech, entertainment and real estate. CNN on Wednesdaysaid it is laying offemployees,DoorDashInc.said it would cut staffandAMC NetworksInc. said in a memo to employees thatit plans to lay off about 20% of its workforce.</p><p>A big question now for the Fed is how much further to raise rates. Some officials are concerned about causing unnecessary damage to the economy and labor market because it takes time for the full effects of those increases to ripple through the economy.</p><p>Other policy makers are concerned that price pressures could stay high because, despite improvements in supply chains and commodity markets, prices have picked up for more labor-intensive services.</p><p>Mr. Powell pushed back against concerns that the Fed was raising rates too aggressively by warning that allowing rapid price increases to persist could cause consumers to expect continued high inflation, making it more entrenched.</p><p>“It can’t be that we can go on for five years at a very high level of inflation and that it doesn’t work its way into the wage- and price-setting process pretty quickly. That’s a serious concern,” he said.</p><p>Mr. Powell repeated his earlier view that officials were likely to raise rates to a somewhat higher level early next year than they had anticipated in projections released after their September meeting, when most officials saw their benchmark rate rising to between 4.5% and 5%.</p><p>Mr. Powell focused part of his remarks on exploring why the share of Americans seeking work remains below its prepandemic level. The analysis carries important implications for setting interest rates because if wage pressures remain stronger in the coming years, that could lead to a period of greater volatility in wages, inflation and borrowing costs.</p><p>Mr. Powell said most of the shortfall appears to reflect older Americanswho retired earlywhen the pandemic hit the U.S. in March 2020 and from slower growth in the working-age population, which he said could reflect reduced levels of legal immigration and a surge in deaths during the pandemic.</p><p>Steps to boost workforce participation aren’t controlled by the Fed and wouldn’t be able to take effect rapidly enough to address the current bout of high inflation, Mr. Powell said.</p><p>The upshot is that Fed policy will seek to slow inflation and wage growth by reducing demand for workers, a subject that Mr. Powell addressed delicately on Wednesday. “For the near term, a moderation of labor demand growth will be required to restore balance to the labor market,” he said.</p><p>While strong wage growth “is a good thing,” he implied it is too high right now to support a return to the Fed’s 2% inflation target. “For wage growth to be sustainable, it needs to be consistent with 2% inflation,” he said.</p><p>Mr. Powell said the Fed’s preferred measure of inflation, the personal-consumption expenditures price index, likely rose around 6% in October from a year earlier, down from 6.2% in September. The Commerce Department is set to release October figures on Thursday. When stripped of volatile food and energy prices, the so-called core index likely increased around 5%, down from 5.1% in September, he said.</p><p>Separately, Treasury Secretary Janet Yellen said on Wednesday that inflation could come down without broad layoffs occurring across the economy if companies slow hiring by reducing the number of unfilled jobs they are trying to fill.</p><p>The Labor Department is set to release its November employment report on Friday, which will include details on hiring, wage growth and joblessness. The unemployment ratestood at 3.7%in October.</p><p>A jobless rate between 4% and 5% would still indicate a robust labor market, Ms. Yellen said at a New York Times event. “I think we can make a lot of progress in the labor market just on the hiring...and job-opening side. I don’t think it’s necessary to see very substantial layoffs,” she added.</p></body></html>","source":"wsj_highlight","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>Jerome Powell Signals Fed Prepared to Slow Rate-Rise Pace in December</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nJerome Powell Signals Fed Prepared to Slow Rate-Rise Pace in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 07:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/jerome-powell-signals-fed-prepared-to-slow-rate-rise-pace-in-december-11669833043?mod=hp_lead_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON—Federal Reserve Chair Jerome Powell provided a clear signal that the central bank is on track to raise interest rates by a half percentage point at its next meeting, stepping down from an ...</p>\n\n<a href=\"https://www.wsj.com/articles/jerome-powell-signals-fed-prepared-to-slow-rate-rise-pace-in-december-11669833043?mod=hp_lead_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/jerome-powell-signals-fed-prepared-to-slow-rate-rise-pace-in-december-11669833043?mod=hp_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151360919","content_text":"WASHINGTON—Federal Reserve Chair Jerome Powell provided a clear signal that the central bank is on track to raise interest rates by a half percentage point at its next meeting, stepping down from an unprecedented series of four 0.75-point rate rises aimed at combating high inflation.Mr. Powell, in a speech Wednesday, said an overheated labor market needed to cool more for the Fed to be confident that inflation would decline toward its 2% goal.Markets Live Blog: Stocks Swing to Gains, Bond Yields Fall During Powell SpeechThird-Quarter U.S. Growth Was Stronger Than Previously ThoughtU.S. Economic Growth Slowed This Fall, Fed’s Beige Book SaysBecause the Fed has raised rates rapidly and it takes time for those moves to influence the economy, it would make sense for officials to slow rate increases, he said at an event at the Brookings Institution. “The time for moderating the pace of rate increases may come as soon as the December meeting,” he said.Fed officialslifted their benchmark rate by 0.75 percentage point on Nov. 2to a range between 3.75% and 4%, which is up from near zero in early March. Many officials have signaled they are leaning toward approving a 0.5-point increase at their Dec. 13-14 meeting.Investors have been eager for evidence that the central bank would slow its pace of rate rises, andmarkets ralliedafter Mr. Powell’s remarks. The Dow Jones Industrial Average rose 2.2%, or about 735 points, enough to put the index back in a bull market, defined as a 20% rise from a recent low. The yield on the benchmark 10-year Treasury note declined to 3.699% Wednesday from 3.746% Tuesday.Mr. Powell suggested Fed officials were moving into a new phase of policy tightening in which they would try to judge just how high rates need to rise. “My colleagues and I do not want to overtighten because … cutting rates is not something we want to do soon,” he said. “That’s why we’re slowing down, and I’m going to try to find our way to what that right level is.”Mr. Powell reviewed signs of progress on the inflation fight, including a slowdown in interest-rate sensitive sectors of the economy such as housing and improving supply-chain conditions. But he said that declines in rents and goods prices might be insufficient if firms don’t slow their hiring to bring the strong demand for labor into better balance with a shortfall in the supply of workers.Labor demand has eased some in recent months.Job openingstotaled a seasonally adjusted 10.3 million in October, the Labor Department reported Wednesday. That was down from 10.7 million in September but far exceeded the 6.1 million unemployed people seeking work in October.The labor market “shows only tentative signs of rebalancing, and wage growth remains well above levels that would be consistent with 2% inflation,” Mr. Powell said. “Despite some promising developments, we have a long way to go in restoring price stability.”The Fed has raised interest rates this year at the most rapid pace since the early 1980s to battle inflation that is running near a 40-year high. Officials seek to reduce inflation by slowing the economy through tighter financial conditions—such as higher borrowing costs, lower stock prices and a stronger dollar—which typically curb demand.The U.S. economy shrank slightly in the first half of this year, but grew more briskly in the third quarter than previously estimated. Gross domestic product increased at an inflation-adjustedannual rate of 2.9%from July through September, up from an initial estimate of 2.6%, the Commerce Department said Wednesday.Awave of layoffshas rippled across industries such as tech, entertainment and real estate. CNN on Wednesdaysaid it is laying offemployees,DoorDashInc.said it would cut staffandAMC NetworksInc. said in a memo to employees thatit plans to lay off about 20% of its workforce.A big question now for the Fed is how much further to raise rates. Some officials are concerned about causing unnecessary damage to the economy and labor market because it takes time for the full effects of those increases to ripple through the economy.Other policy makers are concerned that price pressures could stay high because, despite improvements in supply chains and commodity markets, prices have picked up for more labor-intensive services.Mr. Powell pushed back against concerns that the Fed was raising rates too aggressively by warning that allowing rapid price increases to persist could cause consumers to expect continued high inflation, making it more entrenched.“It can’t be that we can go on for five years at a very high level of inflation and that it doesn’t work its way into the wage- and price-setting process pretty quickly. That’s a serious concern,” he said.Mr. Powell repeated his earlier view that officials were likely to raise rates to a somewhat higher level early next year than they had anticipated in projections released after their September meeting, when most officials saw their benchmark rate rising to between 4.5% and 5%.Mr. Powell focused part of his remarks on exploring why the share of Americans seeking work remains below its prepandemic level. The analysis carries important implications for setting interest rates because if wage pressures remain stronger in the coming years, that could lead to a period of greater volatility in wages, inflation and borrowing costs.Mr. Powell said most of the shortfall appears to reflect older Americanswho retired earlywhen the pandemic hit the U.S. in March 2020 and from slower growth in the working-age population, which he said could reflect reduced levels of legal immigration and a surge in deaths during the pandemic.Steps to boost workforce participation aren’t controlled by the Fed and wouldn’t be able to take effect rapidly enough to address the current bout of high inflation, Mr. Powell said.The upshot is that Fed policy will seek to slow inflation and wage growth by reducing demand for workers, a subject that Mr. Powell addressed delicately on Wednesday. “For the near term, a moderation of labor demand growth will be required to restore balance to the labor market,” he said.While strong wage growth “is a good thing,” he implied it is too high right now to support a return to the Fed’s 2% inflation target. “For wage growth to be sustainable, it needs to be consistent with 2% inflation,” he said.Mr. Powell said the Fed’s preferred measure of inflation, the personal-consumption expenditures price index, likely rose around 6% in October from a year earlier, down from 6.2% in September. The Commerce Department is set to release October figures on Thursday. When stripped of volatile food and energy prices, the so-called core index likely increased around 5%, down from 5.1% in September, he said.Separately, Treasury Secretary Janet Yellen said on Wednesday that inflation could come down without broad layoffs occurring across the economy if companies slow hiring by reducing the number of unfilled jobs they are trying to fill.The Labor Department is set to release its November employment report on Friday, which will include details on hiring, wage growth and joblessness. The unemployment ratestood at 3.7%in October.A jobless rate between 4% and 5% would still indicate a robust labor market, Ms. Yellen said at a New York Times event. “I think we can make a lot of progress in the labor market just on the hiring...and job-opening side. I don’t think it’s necessary to see very substantial layoffs,” she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164874710,"gmtCreate":1624196833630,"gmtModify":1703830473789,"author":{"id":"3586826794094812","authorId":"3586826794094812","name":"Milan83","avatar":"https://static.tigerbbs.com/5c1f3f56ecd4f0712717cff5e8a34a6c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586826794094812","authorIdStr":"3586826794094812"},"themes":[],"htmlText":"Hood","listText":"Hood","text":"Hood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164874710","repostId":"1166679093","repostType":4,"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098195589,"gmtCreate":1644036836768,"gmtModify":1676533885237,"author":{"id":"3586826794094812","authorId":"3586826794094812","name":"Milan83","avatar":"https://static.tigerbbs.com/5c1f3f56ecd4f0712717cff5e8a34a6c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586826794094812","authorIdStr":"3586826794094812"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098195589","repostId":"2209524346","repostType":4,"repost":{"id":"2209524346","kind":"highlight","pubTimestamp":1644028119,"share":"https://ttm.financial/m/news/2209524346?lang=&edition=full_marsco","pubTime":"2022-02-05 10:28","market":"us","language":"en","title":"PayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2209524346","media":"MarketWatch","summary":"Improving engagement trends are encouraging given strategic 'pivot,' Mizuho saysPayPal recently anno","content":"<html><head></head><body><p>Improving engagement trends are encouraging given strategic &#39;pivot,&#39; Mizuho says</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e30cb2b6a29715f9c2a44811c5aa446\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>PayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones.</span></p><p>Shares of PayPal Holdings Inc. have been pummeled in recent days after the e-commerce company gave a disappointing forecast and announced a change in its business strategy, but one analyst still sees shine in PayPal&#39;s story.</p><p>Mizuho&#39;s Dan Dolev wrote Friday that PayPal&#39;s (PYPL) narrative has &#34;four silver linings&#34; despite the &#34;epic de-rating&#34; of PayPal&#39;s stock. The shares fell 22.9% on the week of PayPal&#39;s holiday-quarter earnings report, and they&#39;re off nearly 60% from the company&#39;s all-time closing high of $308.53 established in July 2021.</p><p>Dolev was encouraged that PayPal&#39;s total payment volume per user appears to have bottomed in the third-quarter as fourth-quarter trends improved. The metric captured the value of transactions going through PayPal&#39;s platform, measured on a per-user basis while excluding merchant accounts.</p><p>&#34;Our analysis shows that PYPL&#39;s share price (lagged by one quarter) closely tracks incremental TPV per user,&#34; he wrote, noting about $70 in TPV per user in the fourth quarter, up from $68 in the third. &#34;If this metric continues to improve, the stock is likely to follow, in our view.&#34;</p><p>Further, Dolev saw improvement in PayPal&#39;s take rate when excluding <a href=\"https://laohu8.com/S/EBAY\">eBay</a> volumes. The ex-eBay take rate, which represents the cut that the company gets of each transaction, rose to 2.03% in the fourth quarter, up from 1.98% in the third quarter and 1.95% in the second quarter, he noted.</p><p>Incremental growth in TPV, when excluding eBay and peer-to-peer volumes, improved as well from the third quarter to hit $55 billion, Dolev noted. While that number came in below the second-quarter high, it was better than PayPal&#39;s performance in each quarter of 2020.</p><p>Finally, PayPal showed more incremental transactions per active account in the fourth quarter than it did in the third quarter, according to Dolev.</p><p>&#34;Better engagement trends bode well for PYPL, especially given the company&#39;s pivot on user strategy,&#34; he wrote. &#34;Since PYPL is weighting its focus more towards customer retention and improving engagement of existing customers, this metric is becoming increasingly important.&#34;</p><p>Dolev kept a buy rating on PayPal&#39;s shares, though he reduced his price target to $175 from $200 in Friday&#39;s note to clients.</p></body></html>","source":"lsy1603348471595","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>PayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/paypal-stock-still-offers-four-silver-linings-after-epic-selloff-says-analyst-11643980171?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Improving engagement trends are encouraging given strategic 'pivot,' Mizuho saysPayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones....</p>\n\n<a href=\"https://www.marketwatch.com/story/paypal-stock-still-offers-four-silver-linings-after-epic-selloff-says-analyst-11643980171?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4533":"AQR资本管理(全球第二大对冲基金)","PYPL":"PayPal"},"source_url":"https://www.marketwatch.com/story/paypal-stock-still-offers-four-silver-linings-after-epic-selloff-says-analyst-11643980171?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209524346","content_text":"Improving engagement trends are encouraging given strategic 'pivot,' Mizuho saysPayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones.Shares of PayPal Holdings Inc. have been pummeled in recent days after the e-commerce company gave a disappointing forecast and announced a change in its business strategy, but one analyst still sees shine in PayPal's story.Mizuho's Dan Dolev wrote Friday that PayPal's (PYPL) narrative has \"four silver linings\" despite the \"epic de-rating\" of PayPal's stock. The shares fell 22.9% on the week of PayPal's holiday-quarter earnings report, and they're off nearly 60% from the company's all-time closing high of $308.53 established in July 2021.Dolev was encouraged that PayPal's total payment volume per user appears to have bottomed in the third-quarter as fourth-quarter trends improved. The metric captured the value of transactions going through PayPal's platform, measured on a per-user basis while excluding merchant accounts.\"Our analysis shows that PYPL's share price (lagged by one quarter) closely tracks incremental TPV per user,\" he wrote, noting about $70 in TPV per user in the fourth quarter, up from $68 in the third. \"If this metric continues to improve, the stock is likely to follow, in our view.\"Further, Dolev saw improvement in PayPal's take rate when excluding eBay volumes. The ex-eBay take rate, which represents the cut that the company gets of each transaction, rose to 2.03% in the fourth quarter, up from 1.98% in the third quarter and 1.95% in the second quarter, he noted.Incremental growth in TPV, when excluding eBay and peer-to-peer volumes, improved as well from the third quarter to hit $55 billion, Dolev noted. While that number came in below the second-quarter high, it was better than PayPal's performance in each quarter of 2020.Finally, PayPal showed more incremental transactions per active account in the fourth quarter than it did in the third quarter, according to Dolev.\"Better engagement trends bode well for PYPL, especially given the company's pivot on user strategy,\" he wrote. \"Since PYPL is weighting its focus more towards customer retention and improving engagement of existing customers, this metric is becoming increasingly important.\"Dolev kept a buy rating on PayPal's shares, though he reduced his price target to $175 from $200 in Friday's note to clients.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162997774,"gmtCreate":1624030461198,"gmtModify":1703827184606,"author":{"id":"3586826794094812","authorId":"3586826794094812","name":"Milan83","avatar":"https://static.tigerbbs.com/5c1f3f56ecd4f0712717cff5e8a34a6c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586826794094812","authorIdStr":"3586826794094812"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162997774","repostId":"1138062216","repostType":4,"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}