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DennisMe
DennisMe
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2022-09-20
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87% of Warren Buffett's Secret Portfolio Is Invested in These 5 Stocks
KEY POINTSSince becoming CEO in 1965, Warren Buffett has led his company's Class A shares to a great
87% of Warren Buffett's Secret Portfolio Is Invested in These 5 Stocks
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2022-09-19
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The Fed Needs To Break The Market At This Week's Meeting
SummaryThe Fed has no room for errors at this week's FOMC meeting.The communications must be crystal
The Fed Needs To Break The Market At This Week's Meeting
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DennisMe
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2022-09-18
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Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know
Investors should brace for more volatility with policy makers expected to deliver another jumbo rate
Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know
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DennisMe
DennisMe
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2022-09-16
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US STOCKS-Wall St Tumbles Amid Fed Tightening Jitters, Economic Rumblings
(Reuters) - Wall Street ended sharply lower on Thursday, extending its losses in late afternoon trad
US STOCKS-Wall St Tumbles Amid Fed Tightening Jitters, Economic Rumblings
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DennisMe
DennisMe
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2022-09-15
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Goldman Sachs: 7 Safe Conviction List Dividend Stocks to Buy Now
September is the worst month of the year for stocks, but the real scary month this year could be Oct
Goldman Sachs: 7 Safe Conviction List Dividend Stocks to Buy Now
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DennisMe
DennisMe
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2022-09-14
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Biden Celebration of Economy Skips Inflation That Haunts It
Republicans hammer Biden as inflation runs hot into midtermsPresident focuses speech on climate chan
Biden Celebration of Economy Skips Inflation That Haunts It
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DennisMe
DennisMe
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2022-09-12
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DennisMe
DennisMe
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2022-09-12
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2022-09-11
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2022-09-10
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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\">\n87% of Warren Buffett's Secret Portfolio Is Invested in These 5 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 13:52 GMT+8 <a href=https://www.fool.com/investing/2022/09/19/87-warren-buffett-secret-portfolio-is-in-5-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSince becoming CEO in 1965, Warren Buffett has led his company's Class A shares to a greater-than-3,600,000% return.Due to an acquisition 24 years ago, Buffett's company owns a specialty ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/19/87-warren-buffett-secret-portfolio-is-in-5-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPQ":"惠普","CVX":"雪佛龙","AAPL":"苹果","USB":"美国合众银行","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/09/19/87-warren-buffett-secret-portfolio-is-in-5-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184809965","content_text":"KEY POINTSSince becoming CEO in 1965, Warren Buffett has led his company's Class A shares to a greater-than-3,600,000% return.Due to an acquisition 24 years ago, Buffett's company owns a specialty investment firm that oversees $5.9 billion in assets under management.This \"secret portfolio\" has invested most of its money in five familiar stocks.The Oracle of Omaha's $5.9 billion \"hidden\" portfolio is heavily concentrated in just a handful of stocks.Few investors have been as successful as Berkshire Hathaway CEO Warren Buffett. Over the past 57 years, the Oracle of Omaha, as Buffett is now known, has delivered an average annual return of 20.1%for his company's Class A shares (BRK.A). In aggregate, we're talking about a gain of better than 3,600,000%, which compares to a 30,209% increase, including dividends paid, for the S&P 500 over the same period.Because of Warren Buffett's incredible track record, it's not uncommon for investors to ride his coattails. Thankfully, because Berkshire Hathaway is required to file Form 13F with the Securities and Exchange Commission every quarter, this is pretty easy to do. A 13F is effectively a portfolio snapshot that allows investors to see what the brightest minds on Wall Street were buying, selling, and holding in the most recent quarter.However, Berkshire Hathaway's 13Fdoesn't tell the full story. Due to an acquisition in 1998 of reinsurance company General Re, Buffett's company owns a specialty investment firm known as New England Asset Management (NEAM). Although Buffett isn't involved in NEAM's investment portfolio, the securities NEAM buys are, ultimately, owned by Buffett's company.When the June-ended quarter came to a close, 87% of Warren Buffett's more-than-$5.9 billion \"secret portfolio\" was invested in just five stocks.Apple: 47.24% of invested assetsPerhaps it's no surprise that New England Asset Management's largest holding by invested assets happens to be the stock that's Berkshire Hathaway's largest holding by a long shot: tech leader Apple. Apple accounted for roughly $2.8 billion of NEAM's $5.92 billion in assets under management, as of June 30, 2022.What's made Apple such an incredible investment for so long? Both its innovation and its capital return program.Innovation has helped Apple become the most-valuable brand in the world, according to a report by Kantar BrandZ. The continuing evolution of Apple's iPhone has fueled a loyal customer base and driven sales and profits to record heights.However, Apple's future isall about promoting subscription services. CEO Tim Cook is presiding over this multiyear transition that will see Apple become more of a platform company. Doing so should boost its operating margins over time, and reduce the sales lumpiness often associated with product replacement cycles.As for capital returns, Apple has one of the largest nominal dividend payouts on the planet, and has repurchased approximately $520 billion worth of its own common stock since the beginning of 2013. In other words, there's a very good reason Apple is the largest publicly traded company by market cap in the U.S.U.S. Bancorp: 13.76% of invested assetsWarren Buffett is a big fan of bank stocks, and apparently so is the investment team that's overseeing Warren Buffett's secret portfolio. Regional bankU.S. Bancorp, the parent of the more-familiar U.S. Bank, accounted for close to 13.8% of invested assets at the end of June and has been a continuous holding in NEAM's portfolio for more than two decades.The foundation for U.S. Bancorp's rock-solid operating performance is financial discipline. While most of its peers were making riskier derivative investments prior to the Great Recession, U.S. Bancorp has predominantly stuck to what I call the \"bread and butter\" of banking: growing its loans and deposits. This may not generate jaw-dropping sales and profit growth, but it does ensure some of the highest return on assets among large banks.Additionally, U.S. Bancorp has done a phenomenal job of encouraging its customers to bank online or via mobile app. As of May 31, 82% of its active customers were banking digitally, with 64% of total loan sales being completed online or via mobile app. The latter is up from just 45% at the beginning of 2020.Digital transactions are substantially cheaper for banks than in-person or phone-based interactions. As a result, U.S. Bancorp has been able to lower its noninterest expenses by consolidating some of its physical branches.Bank of America: 11.96% of invested assetsYet another huge Berkshire Hathaway holding that also makes up a sizable percentage of Warren Buffett's secret portfolio is Bank of America. Whereas NEAM holds close to 22.8 million shares of BofA, Berkshire Hathaway has north of 1 billion in its portfolio.What makes a money-center giant like Bank of America such an attractive investment is simply time. Even though recessions are an inevitable part of the economic cycle, periods of expansion last considerably longer. Being patient and allowing the U.S. economy to grow over time is what allows a company like BofA to increase its loan portfolio and net interest income.Another reason Bank of America looks like a stellar investment is its interest-rate sensitivity. With the Federal Reserve having no choice but to aggressively raise interest rates to rein in historically high inflation, Bank of America is set to generate billions of dollars in added net interest income on its outstanding variable-rate loans without having to lift a finger.And don't overlook the capital return potential of bank stocks, either. When the U.S. economy is humming along, it's not uncommon for a giant like BofA to return in excess of $25 billion, annually, to shareholders via share buybacks and dividends.HP: 9.12% of invested assetsWarren Buffett's secret portfolio loves a good value stock. That's exactly what NEAM is getting with personal-computing and printing solutions company HP, at a valuation of less than 7 times Wall Street's forward-year forecast earnings.The answer to \"Why HP?\" can be boiled down to three catalysts. First, PC and printing solution sales tend to be highly predictable, even during periods of economic weakness. This is a mature industry that produces plenty of cash flow -- and Wall Street does love companies that are predictable.Secondly, New England Asset Management's investment team is probably just as enamored as Warren Buffett has been with HP's capital return program. The company increased its base annual payout by 29% in 2021, and has been aggressively repurchasing its common stock. For companies with steady or rising net income, a shrinking outstanding share count can boost earnings per share and make a stock appear more fundamentally attractive to investors.Thirdly, at less than 7 times forecast earnings for the upcoming year, HP's shares probably have a safe floor built in. Even if the company has few near-term upside catalysts, there's probably not a lot of additional downside, either.Chevron: 5.26% of invested assetsRounding out the top five holdings in Warren Buffett's secret portfolio is oil stock Chevron. During the second quarter, HP and Chevron wereNew England Asset Management's two biggest buys.One of the reasons Chevron is such a successful energy stock is its integrated structure. Though it generates its juiciest operating margins from its upstream drilling operations, Chevron also owns midstream (transmission pipelines) and downstream (chemical plants and refineries) assets. Midstream assets typically rely on fixed-fee or volume-based contracts that produce very predictable cash flow. Meanwhile, chemical plants and refineries benefit from lower input costs when the price of crude oil falls. In other words, Chevron is well hedged no matter what happens to the prices of oil and natural gas.However, the next couple of years bode well for oil stocks. Due to the COVID-19 pandemic, global energy majors have purposely pared back their capital investments. That and Russia's invasion of Ukraine make it clear that increasing global oil production is going to be a lengthy and arduous process. That's good news for drilling companies that are counting on a sustainably higher price for crude oil.To keep with the theme of this list, \"big oil\" companies like Chevron are also well-known for their bountiful capital return programs. In the wake of historically high oil and natural gas prices, Chevron has pledged to repurchase up to $10 billion worth of its common stock this year, and it pays out one of the largest nominal dividends. Having what's arguably the best balance sheet among integrated oil companies affords Chevron the freedom to reward its long-term investors.","news_type":1,"symbols_score_info":{"HPQ":0.9,"BAC":0.9,"CVX":0.9,"USB":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910304112,"gmtCreate":1663552733538,"gmtModify":1676537288848,"author":{"id":"3581986219897450","authorId":"3581986219897450","name":"DennisMe","avatar":"https://static.tigerbbs.com/59198f5fbfd4a0baed289097df49b643","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581986219897450","idStr":"3581986219897450"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9910304112","repostId":"1100137906","repostType":4,"repost":{"id":"1100137906","kind":"news","pubTimestamp":1663560476,"share":"https://ttm.financial/m/news/1100137906?lang=&edition=fundamental","pubTime":"2022-09-19 12:07","market":"us","language":"en","title":"The Fed Needs To Break The Market At This Week's Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=1100137906","media":"Seeking Alpha","summary":"SummaryThe Fed has no room for errors at this week's FOMC meeting.The communications must be crystal","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The Fed has no room for errors at this week's FOMC meeting.</li><li>The communications must be crystal to avoid a repeat of the July disaster.</li><li>The Fed needs the market to cave in to its demands.</li></ul><p>No matter how much the Fed has tried, the market still doesn't believe how serious the Fed is about bringing down inflation. The Fed has consistently said that it plans to raise rates to restrictive territory and hold rates there until there are clear signs that inflation is heading lower.</p><p>Yes, the Fed made a massive attempt to rein in the markets at Jackson Hole and hammered the point further in the days after Jackson Hole. Now, it needs to seal the deal. Yes, the market has started to buckle, but not enough. Fed Funds futures have repriced rapidly and now see terminal rates hitting nearly 4.4% by April.</p><p><img src=\"https://static.tigerbbs.com/747885c2bf42aec7edd0434de89ff03d\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Markets Still Don't Believe The Fed</b></p><p>But still, the market is pricing in rate cuts by the end of 2023 and sees rates falling back to 4%. So yes, while the market agrees that rates need to go higher, it still believes the Fed will be cutting rates by around 40 bps by the end of next year. The spread between the April 2023 Fed Fund futures and December 2023 contracts on August 25 was 32 bps. The current spread suggests the market believes the Fed may be more aggressive in cutting rates next year.</p><p><img src=\"https://static.tigerbbs.com/8f8a05f27f21f9f58f44993c24f0daa1\" tg-width=\"640\" tg-height=\"244\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Sure, the Fed is making progress on higher rates, but the market doesn't believe that the Fed will be holding rates at the terminal level. That is where the Fed needs to finish what it started at Jackson Hole, and the best place for the Fed to deliver that final blow will be in its Summary of Economic Projections, or dot plots.</p><p><b>Higher For Longer</b></p><p>If the Fed wants to make its point clear, it will need to ensure that it not only sees rates getting to 4.4% or higher by the middle of 2023 but that it sees rates staying there for all of 2023 and perhaps through 2024. That is the message the Fed needs to send the market so that the Fed Funds futures begin repricing with that terminal rate holding at 4.4% so that the back of the futures curve lifts.</p><p><img src=\"https://static.tigerbbs.com/c6a3147d1203e0785cbe84a8f5761d45\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>Mott Capital</p><p>It is a critical message because if the Fed can deliver it, it would help to reprice the Treasury and Real Yield curve, pulling longer-term rates higher. It would help to steepen the yield curve, especially on rates beyond the 2-year, where a clear inversion occurs on both nominal and real yields.</p><p><img src=\"https://static.tigerbbs.com/077b423c22c6af690494f068eac8c266\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>This curve reshaping would be very bullish for the dollar and help it continue strengthening over the euro, yen, and yuan. Meanwhile, it would be bad news for risk assets, especially stocks, as rising real yields would weigh heavily on equity valuations.</p><p><b>No Room For Error</b></p><p>The Fed can't afford to have the same disaster at the July FOMC meeting, which made financial conditions materially ease. As much as financial conditions have tightened since Jackson Hole, they have not tightened enough. The Chicago Fed Financial Conditions Index (NFCI) and adjusted NFCI is still well below their late June highs, while the Bloomberg Financial Conditions Index (the measurements are inverted) has also failed to get back to June levels. The Goldman Sachs US Financial Conditions Index is the only index that shows financial conditions have tightened back to their June levels.</p><p><img src=\"https://static.tigerbbs.com/466b229bd2abeb5cbc959893c58891b4\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The Fed cannot afford to get further behind the inflation battle and needs rates to continue pushing higher and financial conditions to tighten further. The Fed is still very much behind in bringing inflation down. The Fed Funds rates are profoundly negative against the inflation rate on CPI and PCE measures, including or excluding energy.</p><p><img src=\"https://static.tigerbbs.com/00da5e8bda75fedfab02d3efed87ff04\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>The Fed Needs To Break The Market</b></p><p>This is the Fed's battle, and it needs the market to align with its view if it has any chance of bringing inflation down. Because the Fed can only really move the front of the yield curve, but through communications and projections, it can heavily influence the longer-dated side of the curve, and that is the part of the curve the Fed has struggled the most with.</p><p>So while stocks may rise sharply if the Fed only delivers a 75 bps rate, don't be surprised if that rally fades quickly if the Fed can provide a hawkish message through its forward guidance. That is where the Fed can finally shock the markets and get them to break.</p><p>Because for the first time in many years, it may be the market that finally gives into the Fed, not the Fed giving into the market.</p></body></html>","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>The Fed Needs To Break The Market At This Week's Meeting</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\">\nThe Fed Needs To Break The Market At This Week's Meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 12:07 GMT+8 <a href=https://seekingalpha.com/article/4541678-fed-needs-break-market-this-week-meeting><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Fed has no room for errors at this week's FOMC meeting.The communications must be crystal to avoid a repeat of the July disaster.The Fed needs the market to cave in to its demands.No matter...</p>\n\n<a href=\"https://seekingalpha.com/article/4541678-fed-needs-break-market-this-week-meeting\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4541678-fed-needs-break-market-this-week-meeting","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100137906","content_text":"SummaryThe Fed has no room for errors at this week's FOMC meeting.The communications must be crystal to avoid a repeat of the July disaster.The Fed needs the market to cave in to its demands.No matter how much the Fed has tried, the market still doesn't believe how serious the Fed is about bringing down inflation. The Fed has consistently said that it plans to raise rates to restrictive territory and hold rates there until there are clear signs that inflation is heading lower.Yes, the Fed made a massive attempt to rein in the markets at Jackson Hole and hammered the point further in the days after Jackson Hole. Now, it needs to seal the deal. Yes, the market has started to buckle, but not enough. Fed Funds futures have repriced rapidly and now see terminal rates hitting nearly 4.4% by April.BloombergMarkets Still Don't Believe The FedBut still, the market is pricing in rate cuts by the end of 2023 and sees rates falling back to 4%. So yes, while the market agrees that rates need to go higher, it still believes the Fed will be cutting rates by around 40 bps by the end of next year. The spread between the April 2023 Fed Fund futures and December 2023 contracts on August 25 was 32 bps. The current spread suggests the market believes the Fed may be more aggressive in cutting rates next year.BloombergSure, the Fed is making progress on higher rates, but the market doesn't believe that the Fed will be holding rates at the terminal level. That is where the Fed needs to finish what it started at Jackson Hole, and the best place for the Fed to deliver that final blow will be in its Summary of Economic Projections, or dot plots.Higher For LongerIf the Fed wants to make its point clear, it will need to ensure that it not only sees rates getting to 4.4% or higher by the middle of 2023 but that it sees rates staying there for all of 2023 and perhaps through 2024. That is the message the Fed needs to send the market so that the Fed Funds futures begin repricing with that terminal rate holding at 4.4% so that the back of the futures curve lifts.Mott CapitalIt is a critical message because if the Fed can deliver it, it would help to reprice the Treasury and Real Yield curve, pulling longer-term rates higher. It would help to steepen the yield curve, especially on rates beyond the 2-year, where a clear inversion occurs on both nominal and real yields.BloombergThis curve reshaping would be very bullish for the dollar and help it continue strengthening over the euro, yen, and yuan. Meanwhile, it would be bad news for risk assets, especially stocks, as rising real yields would weigh heavily on equity valuations.No Room For ErrorThe Fed can't afford to have the same disaster at the July FOMC meeting, which made financial conditions materially ease. As much as financial conditions have tightened since Jackson Hole, they have not tightened enough. The Chicago Fed Financial Conditions Index (NFCI) and adjusted NFCI is still well below their late June highs, while the Bloomberg Financial Conditions Index (the measurements are inverted) has also failed to get back to June levels. The Goldman Sachs US Financial Conditions Index is the only index that shows financial conditions have tightened back to their June levels.BloombergThe Fed cannot afford to get further behind the inflation battle and needs rates to continue pushing higher and financial conditions to tighten further. The Fed is still very much behind in bringing inflation down. The Fed Funds rates are profoundly negative against the inflation rate on CPI and PCE measures, including or excluding energy.BloombergThe Fed Needs To Break The MarketThis is the Fed's battle, and it needs the market to align with its view if it has any chance of bringing inflation down. Because the Fed can only really move the front of the yield curve, but through communications and projections, it can heavily influence the longer-dated side of the curve, and that is the part of the curve the Fed has struggled the most with.So while stocks may rise sharply if the Fed only delivers a 75 bps rate, don't be surprised if that rally fades quickly if the Fed can provide a hawkish message through its forward guidance. That is where the Fed can finally shock the markets and get them to break.Because for the first time in many years, it may be the market that finally gives into the Fed, not the Fed giving into the market.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937473545,"gmtCreate":1663492785487,"gmtModify":1676537279021,"author":{"id":"3581986219897450","authorId":"3581986219897450","name":"DennisMe","avatar":"https://static.tigerbbs.com/59198f5fbfd4a0baed289097df49b643","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581986219897450","idStr":"3581986219897450"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937473545","repostId":"2268672370","repostType":4,"repost":{"id":"2268672370","kind":"highlight","pubTimestamp":1663460267,"share":"https://ttm.financial/m/news/2268672370?lang=&edition=fundamental","pubTime":"2022-09-18 08:17","market":"us","language":"en","title":"Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2268672370","media":"MarketWatch","summary":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate","content":"<html><head></head><body><p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hike</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b4166c0ac7b0bdf7caa1837ef618a67\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Fed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.</span></p><p>The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.</p><p>“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.</p><p>U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.</p><p>The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.</p><p>A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.</p><p>Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.</p><p>Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.</p><p>The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.</p><p>William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”</p><p>Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.</p><p>“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.</p><p>The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.</p><p>The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.</p><p>Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.</p><p>“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”</p><p>Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.</p><p>“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”</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>Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know</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\">\nCan the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 08:17 GMT+8 <a href=https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268672370","content_text":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934576065,"gmtCreate":1663286792157,"gmtModify":1676537242929,"author":{"id":"3581986219897450","authorId":"3581986219897450","name":"DennisMe","avatar":"https://static.tigerbbs.com/59198f5fbfd4a0baed289097df49b643","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581986219897450","idStr":"3581986219897450"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934576065","repostId":"2267301676","repostType":4,"repost":{"id":"2267301676","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1663273972,"share":"https://ttm.financial/m/news/2267301676?lang=&edition=fundamental","pubTime":"2022-09-16 04:32","market":"us","language":"en","title":"US STOCKS-Wall St Tumbles Amid Fed Tightening Jitters, Economic Rumblings","url":"https://stock-news.laohu8.com/highlight/detail?id=2267301676","media":"Reuters","summary":"(Reuters) - Wall Street ended sharply lower on Thursday, extending its losses in late afternoon trad","content":"<html><head></head><body><p>(Reuters) - Wall Street ended sharply lower on Thursday, extending its losses in late afternoon trading as a raft of economic data failed to alter the expected course of aggressive tightening by the Federal Reserve amid growing warnings of global recession.</p><p>The sell-off gathered momentum toward the end of the session, with market leaders including <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> hitting the tech-laden Nasdaq hardest.</p><p>The benchmark S&P 500 closed a hair above 3,900, seen by many analysts as a key technical support level that has been tested several times over the past two weeks.</p><p>Interest rate-sensitive banks helped soften the blue-chip Dow's decline.</p><p>"It's been a difficult year and investors are wary," said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. "Until something changes the tie’s going to go the runner and that’s been the bear."</p><p>That scale tipped further to the bear side after the World Bank and the International Monetary Fund (IMF) warned of an impending global economic slowdown.</p><p>A mixed bag of economic data, led by better-than-expected retail sales, cemented the likelihood of another 75 basis-point interest rate hike from the Fed at the conclusion of next week's monetary policy meeting, as uncertainties simmered over where the central bank will go from there.</p><p>"The question is what’s going to happen in November?" said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. "If the Fed really wants to handle it properly, it will be 50 basis-point drop in November, a 25 basis-point cut in December, and then they'll reassess."</p><p>While the retail print surprised to the upside, declining jobless claims reaffirmed the labor market's strength, and a drop in import prices supported the past-peak inflation narrative.</p><p>But a surprise drop in industrial production and a contraction of Atlantic region manufacturing provided fodder for economic pessimists.</p><p>None of the data appeared to change the calculus regarding Fed expectations. Financial markets have now fully priced in an interest rate increase of at least 75 basis points next Wednesday, with a one-in-five chance of a super-sized, 100-basis-point hike, according to CME's FedWatch tool.</p><p>U.S. railroads remained open after the Biden administration helped broker a tentative deal with unions to avert a strike, thereby avoiding a rail shutdown which would add to supply-chain pressures at the core of hot inflation.</p><p>Shares of railroad operators Union Pacific and Norfolk Southern outperformed the broader market.</p><p>Adobe Inc tumbled after the company said it would buy Figma in a deal valued at about $20 billion.</p><p>The Dow Jones Industrial Average fell 173.27 points, or 0.56%, to 30,961.82, the S&P 500 lost 44.66 points, or 1.13%, to 3,901.35 and the Nasdaq Composite dropped 167.32 points, or 1.43%, to 11,552.36.</p><p>Nine the 11 major sectors of the S&P 500 ended the session in negative territory. Energy shares showed the largest percentage drop as the tentative rail agreement and demand concerns sent crude prices tumbling.</p><p>Healthcare posted the biggest advance with an assist from health insurer Humana Inc, whose 8.4% surge following its strong earnings forecast made it the top gainer in the S&P 500.</p><p><a href=\"https://laohu8.com/S/ADBE\">Adobe Inc</a> was the S&P 500's biggest percentage loser, tumbling 16.8% after the company said it would buy Figma in a cash-and-stock deal that valued the online design startup at about $20 billion.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.79-to-1 ratio; on Nasdaq, a 1.35-to-1 ratio favored decliners.</p><p>The S&P 500 posted no new 52-week highs and 21 new lows; the Nasdaq Composite recorded 16 new highs and 206 new lows.</p><p>Volume on U.S. exchanges was 11.11 billion shares, compared with the 10.35 billion average over the last 20 trading days.</p></body></html>","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>US STOCKS-Wall St Tumbles Amid Fed Tightening Jitters, Economic Rumblings</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; 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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\">\nUS STOCKS-Wall St Tumbles Amid Fed Tightening Jitters, Economic Rumblings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-16 04:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street ended sharply lower on Thursday, extending its losses in late afternoon trading as a raft of economic data failed to alter the expected course of aggressive tightening by the Federal Reserve amid growing warnings of global recession.</p><p>The sell-off gathered momentum toward the end of the session, with market leaders including <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> hitting the tech-laden Nasdaq hardest.</p><p>The benchmark S&P 500 closed a hair above 3,900, seen by many analysts as a key technical support level that has been tested several times over the past two weeks.</p><p>Interest rate-sensitive banks helped soften the blue-chip Dow's decline.</p><p>"It's been a difficult year and investors are wary," said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. "Until something changes the tie’s going to go the runner and that’s been the bear."</p><p>That scale tipped further to the bear side after the World Bank and the International Monetary Fund (IMF) warned of an impending global economic slowdown.</p><p>A mixed bag of economic data, led by better-than-expected retail sales, cemented the likelihood of another 75 basis-point interest rate hike from the Fed at the conclusion of next week's monetary policy meeting, as uncertainties simmered over where the central bank will go from there.</p><p>"The question is what’s going to happen in November?" said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. "If the Fed really wants to handle it properly, it will be 50 basis-point drop in November, a 25 basis-point cut in December, and then they'll reassess."</p><p>While the retail print surprised to the upside, declining jobless claims reaffirmed the labor market's strength, and a drop in import prices supported the past-peak inflation narrative.</p><p>But a surprise drop in industrial production and a contraction of Atlantic region manufacturing provided fodder for economic pessimists.</p><p>None of the data appeared to change the calculus regarding Fed expectations. Financial markets have now fully priced in an interest rate increase of at least 75 basis points next Wednesday, with a one-in-five chance of a super-sized, 100-basis-point hike, according to CME's FedWatch tool.</p><p>U.S. railroads remained open after the Biden administration helped broker a tentative deal with unions to avert a strike, thereby avoiding a rail shutdown which would add to supply-chain pressures at the core of hot inflation.</p><p>Shares of railroad operators Union Pacific and Norfolk Southern outperformed the broader market.</p><p>Adobe Inc tumbled after the company said it would buy Figma in a deal valued at about $20 billion.</p><p>The Dow Jones Industrial Average fell 173.27 points, or 0.56%, to 30,961.82, the S&P 500 lost 44.66 points, or 1.13%, to 3,901.35 and the Nasdaq Composite dropped 167.32 points, or 1.43%, to 11,552.36.</p><p>Nine the 11 major sectors of the S&P 500 ended the session in negative territory. Energy shares showed the largest percentage drop as the tentative rail agreement and demand concerns sent crude prices tumbling.</p><p>Healthcare posted the biggest advance with an assist from health insurer Humana Inc, whose 8.4% surge following its strong earnings forecast made it the top gainer in the S&P 500.</p><p><a href=\"https://laohu8.com/S/ADBE\">Adobe Inc</a> was the S&P 500's biggest percentage loser, tumbling 16.8% after the company said it would buy Figma in a cash-and-stock deal that valued the online design startup at about $20 billion.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.79-to-1 ratio; on Nasdaq, a 1.35-to-1 ratio favored decliners.</p><p>The S&P 500 posted no new 52-week highs and 21 new lows; the Nasdaq Composite recorded 16 new highs and 206 new lows.</p><p>Volume on U.S. exchanges was 11.11 billion shares, compared with the 10.35 billion average over the last 20 trading days.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267301676","content_text":"(Reuters) - Wall Street ended sharply lower on Thursday, extending its losses in late afternoon trading as a raft of economic data failed to alter the expected course of aggressive tightening by the Federal Reserve amid growing warnings of global recession.The sell-off gathered momentum toward the end of the session, with market leaders including Microsoft Corp, Apple Inc and Amazon.com Inc hitting the tech-laden Nasdaq hardest.The benchmark S&P 500 closed a hair above 3,900, seen by many analysts as a key technical support level that has been tested several times over the past two weeks.Interest rate-sensitive banks helped soften the blue-chip Dow's decline.\"It's been a difficult year and investors are wary,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"Until something changes the tie’s going to go the runner and that’s been the bear.\"That scale tipped further to the bear side after the World Bank and the International Monetary Fund (IMF) warned of an impending global economic slowdown.A mixed bag of economic data, led by better-than-expected retail sales, cemented the likelihood of another 75 basis-point interest rate hike from the Fed at the conclusion of next week's monetary policy meeting, as uncertainties simmered over where the central bank will go from there.\"The question is what’s going to happen in November?\" said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. \"If the Fed really wants to handle it properly, it will be 50 basis-point drop in November, a 25 basis-point cut in December, and then they'll reassess.\"While the retail print surprised to the upside, declining jobless claims reaffirmed the labor market's strength, and a drop in import prices supported the past-peak inflation narrative.But a surprise drop in industrial production and a contraction of Atlantic region manufacturing provided fodder for economic pessimists.None of the data appeared to change the calculus regarding Fed expectations. Financial markets have now fully priced in an interest rate increase of at least 75 basis points next Wednesday, with a one-in-five chance of a super-sized, 100-basis-point hike, according to CME's FedWatch tool.U.S. railroads remained open after the Biden administration helped broker a tentative deal with unions to avert a strike, thereby avoiding a rail shutdown which would add to supply-chain pressures at the core of hot inflation.Shares of railroad operators Union Pacific and Norfolk Southern outperformed the broader market.Adobe Inc tumbled after the company said it would buy Figma in a deal valued at about $20 billion.The Dow Jones Industrial Average fell 173.27 points, or 0.56%, to 30,961.82, the S&P 500 lost 44.66 points, or 1.13%, to 3,901.35 and the Nasdaq Composite dropped 167.32 points, or 1.43%, to 11,552.36.Nine the 11 major sectors of the S&P 500 ended the session in negative territory. Energy shares showed the largest percentage drop as the tentative rail agreement and demand concerns sent crude prices tumbling.Healthcare posted the biggest advance with an assist from health insurer Humana Inc, whose 8.4% surge following its strong earnings forecast made it the top gainer in the S&P 500.Adobe Inc was the S&P 500's biggest percentage loser, tumbling 16.8% after the company said it would buy Figma in a cash-and-stock deal that valued the online design startup at about $20 billion.Declining issues outnumbered advancing ones on the NYSE by a 2.79-to-1 ratio; on Nasdaq, a 1.35-to-1 ratio favored decliners.The S&P 500 posted no new 52-week highs and 21 new lows; the Nasdaq Composite recorded 16 new highs and 206 new lows.Volume on U.S. exchanges was 11.11 billion shares, compared with the 10.35 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.6}},"isVote":1,"tweetType":1,"viewCount":2903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934862266,"gmtCreate":1663218754355,"gmtModify":1676537230784,"author":{"id":"3581986219897450","authorId":"3581986219897450","name":"DennisMe","avatar":"https://static.tigerbbs.com/59198f5fbfd4a0baed289097df49b643","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581986219897450","idStr":"3581986219897450"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934862266","repostId":"1113376853","repostType":4,"repost":{"id":"1113376853","kind":"news","pubTimestamp":1663211229,"share":"https://ttm.financial/m/news/1113376853?lang=&edition=fundamental","pubTime":"2022-09-15 11:07","market":"us","language":"en","title":"Goldman Sachs: 7 Safe Conviction List Dividend Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1113376853","media":"24/7 wall street","summary":"September is the worst month of the year for stocks, but the real scary month this year could be Oct","content":"<html><head></head><body><p>September is the worst month of the year for stocks, but the real scary month this year could be October, and not just because of the potential for a spooky Halloween. With third-quarter earnings on deck, typical seasonal worries and what most likely will be another 75-basis-point increase in the federal funds rate, the analysts at Goldman Sachs are urging investors to avoid investing in the indexes and focus on single stocks for alpha generation.</p><p>In a new research report targeted toward options trading going forward this fall, Goldman Sachs stresses that volatility could jump sharply in October. The analysts had this to say when discussing why:</p><blockquote>We expect volatility to increase over the next month, driven by a seasonal pickup in investor uncertainty, significant monetary policy catalysts, including monthly inflation metrics and upcoming single stock catalysts, including analyst days. On average, over the past 94 years, S&P 500 volatility has increased 29% from August to October. While some consider it a coincidence that major market corrections have occurred in October, we believe performance pressures for company managements (to meet full year expectations) and investors (final earnings catalysts for their performance year) exacerbate shifts in investor sentiment at this time of year.</blockquote><p>Given those concerns, we screened the firm’s Conviction List of top stock picks for good ideas for what could be a very dangerous stretch to what already has been a lousy year for investors. This week’s consumer price index numbers all but confirmed that we are in for the aforementioned 75-basis-point increase in the federal funds rate next week, so safe dividend-paying picks are the way to go for now. We found seven from the Goldman Sachs Conviction List that make sense now.</p><p>It is important to remember that no single analyst report should be used as the sole basis for any buying or selling decision.</p><h2><a href=\"https://laohu8.com/S/MRK\">Merck</a></h2><p>This remains a leading health care stock for conservative investors. Merck & Co. Inc. (NYSE: MRK) operates as a health care company worldwide. It operates through the following two segments.</p><p>The Pharmaceutical segment offers human health pharmaceutical products in the areas of oncology, hospital acute care, immunology, neuroscience, virology, cardiovascular and diabetes, as well as vaccine products, such as preventive pediatric, adolescent and adult vaccines.</p><p>The Animal Health segment discovers, develops, manufactures and markets veterinary pharmaceuticals, vaccines and health management solutions and services, as well as digitally connected identification, traceability and monitoring products.</p><p>Merck serves drug wholesalers and retailers, hospitals and government agencies; managed health care providers, such as health maintenance organizations, pharmacy benefit managers and other institutions; and physicians and physician distributors, veterinarians and animal producers. The company has collaborations with AstraZeneca, Bayer, Eisai, Ridgeback Biotherapeutics and Gilead Sciences.</p><p>Investors receive a 3.20% dividend. Goldman Sachs has set a $106 target price. The consensus target for Merck stock is $100.60, which is also well above Tuesday’s close at $86.28.</p><h2><a href=\"https://laohu8.com/S/NEP\">NextEra Energy Partners</a></h2><p>This utility is located in one of the fastest-growing states in the country and is a big ESG (environmental, social, governance) favorite. Next Era Energy Partners L.P. (NYSE: NEP) acquires, owns and manages contracted clean energy projects in the United States. Its portfolio of contracted renewable generation assets consists of wind and solar projects, as well as contracted natural gas pipeline assets.</p><p>The company owns roughly 6.5 gigawatts of utility-scale wind capacity and 1.4 gigawatts of utility-scale and distributed generation solar capacity in North America as of mid-2021. NextEra also owns an interest in a network of natural gas pipelines in Texas. All of that company’s assets have long-term contracts with an average remaining contractual life of 14 years across the portfolio. NextEra Energy owns 57.2% of NextEra Energy Partners common units as of the end of 2020, with the remaining ownership interest publicly traded.</p><p>The dividend yield here is 3.60%. The $102 Goldman Sachs target price compares with an $86.38 consensus target. On Tuesday, NextEra Energy Partners stock closed at $84.08.</p><h2><a href=\"https://laohu8.com/S/PEP\">PepsiCo</a></h2><p>This top consumer staples company will be supplying the goods for football tailgates and parties this fall. PepsiCo Inc. (NYSE: PEP) operates as a food and beverage company worldwide. Its Frito-Lay North America segment offers Lay’s and Ruffles potato chips; Doritos, Tostitos and Santitas tortilla chips; and Cheetos cheese-flavored snacks, branded dips and Fritos corn chips.</p><p>The Quaker Foods North America segment provides Quaker oatmeal, grits, rice cakes, natural granola and oat squares, as well as the recently name-changed Aunt Jemima mixes and syrups, and Quaker Chewy granola bars, Cap’n Crunch cereal, Life cereal and Rice-A-Roni side dishes.</p><p>Its North America Beverages segment offers beverage concentrates, fountain syrups and finished goods under the Pepsi, Gatorade, Mountain Dew, Diet Pepsi, Aquafina, Tropicana Pure Premium, Sierra Mist and Mug brands, as well as ready-to-drink tea and coffee, and juices.</p><p>PepsiCo stock comes with a 2.80% dividend. Goldman Sachs’s $185 price target posted is higher than the $181.69 consensus target and the most recent close at $167.45.</p><h2><a href=\"https://laohu8.com/S/RTX\">Raytheon Technologies</a></h2><p>This top aerospace and defense idea has a diversified mix of businesses. Raytheon Technologies Corp. (NYSE: RTX) is an industry leader in defense, government electronics, space, information technology and technical services.</p><p>With a history of innovation spanning 97 years, Raytheon provides state-of-the-art electronics, mission systems integration, C5I products and services, sensing, effects and mission support for customers in more than 80 countries.</p><p>In 2020, United Technologies and Raytheon agreed to merge their businesses to create this new aerospace and defense powerhouse. The two-year-old merger, combined with the spin-off of the Carrier and Otis divisions in 2020, has top analysts across Wall Street expecting free cash flow to step up in a big way this year. Toss in the solid recovery in air travel and improving sentiment that could help drive the commercial aerospace business.</p><p>Shareholders receive a 2.70% dividend. Raytheon Technologies stock has a $108 price target at Goldman Sachs. The consensus is slightly higher at $109.78, but the stock closed on Tuesday at $82.68.</p><h2><a href=\"https://laohu8.com/S/RSG\">Republic Services</a></h2><p>Despite the economy’s ups and downs, somebody has to pick up the trash and recyclables each week, and this is a leader in the business. Republic Services Inc. (NYSE: RSG) offers environmental services in the United States, including collection and processing of recyclable materials; collection, transfer and disposal of non-hazardous solid waste; and other environmental solutions.</p><p>The company’s collection services include curbside collection of material for transport to transfer stations, landfills or recycling processing centers; supply of recycling and waste containers; and renting of compactors. In addition, the company engages in the processing and sale of old corrugated containers, old newsprint, aluminum, glass and other materials, and in provision of landfill and transfer services.</p><p>Republic Services also offers disposal of nonhazardous solid and liquid material and in-plant services, such as transportation and logistics. It serves small-container, large-container and residential customers. As of December 31, 2021, the company operated through 356 collection operations, 239 transfer stations, 198 active landfills, 71 recycling processing centers, six saltwater disposal wells and seven deep injection wells, as well as three treatment, recovery and disposal facilities in 41 states. It also operated 77 landfill gas-to-energy and renewable energy projects and had 124 closed landfills.</p><p>Investors receive a 1.40% dividend. The Goldman Sachs price target is $175, while the consensus target was last seen at $156.86. Republic Services stock ended Tuesday trading at $146.26.</p><h2><a href=\"https://laohu8.com/S/STZ\">Constellation Brands</a></h2><p>If any company has products that stay in style, it is this one, and it has only 7% foreign sales. Constellation Brands Inc. (NYSE: STZ) is a leading global producer and marketer of beverage alcohol. Its wide-ranging portfolio spans wine, spirits and imported beer.</p><p>The company is one the world’s largest wine companies overall and is the largest global premium wine company. Key brands include Robert Mondavi, Clos du Bois, Blackstone, Arbor Mist, Black Velvet and SVEDKA vodka. It also owns 100% of the rights to brew, market and sell Modelo’s Mexican beers in the United States.</p><p>Constellation Brands made a gigantic $3.8 billion investment in cannabis company Canopy Growth in 2018 to increase its holdings in the company. The record investment reflects a world in which marijuana has become ubiquitous as its counterculture stigma fades and more states legalize use.</p><p>Constellation Brands stock investors receive a 1.30% dividend. Goldman Sachs has a price target of $273, and the consensus target is $275.40. The stock closed on Tuesday at $240.11.</p><h2><a href=\"https://laohu8.com/S/DTE\">DTE Energy</a></h2><p>With the potential for extremely cold winter weather, this company may look to extend gains in the final quarter of 2022 and next year. DTE Energy Co. (NYSE: DTE) is the largest utility in Michigan. Its largest operating units are DTE Electric, an electric utility serving 2.2 million customers in southeastern Michigan, and DTE Gas, a natural gas utility serving 1.3 million customers in the state. DTE Energy also has non-utility energy businesses that focus on power and industrial projects, natural gas midstream and energy trading.</p><p>The company’s Gas segment purchases, stores, transports, distributes and sells natural gas to residential, commercial and industrial customers throughout Michigan, and it sells storage and transportation capacity. This segment has approximately 19,800 miles of distribution mains, 1,305,000 service pipelines and 1,273,000 active meters, as well as approximately 2,000 miles of transmission pipelines.</p><p>Its Gas Storage and Pipelines segment owns natural gas storage fields, lateral and gathering pipeline systems and compression and surface facilities. It also has ownership interests in interstate pipelines serving the Midwest, Ontario and northeast markets.</p><p>The Power and Industrial Projects segment offers metallurgical coke; pulverized coal and petroleum coke to the steel, pulp and paper, and other industries; and power, steam and chilled water production, and wastewater treatment services, as well as supplies compressed air to industrial customers.</p><p>Shareholders receive a 2.70% dividend. The Goldman Sachs price objective on DTE Energy stock is $143. That compares with a lower $140.25 consensus and Thursday’s close at $132.92.</p></body></html>","source":"lsy1620372341666","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>Goldman Sachs: 7 Safe Conviction List Dividend Stocks to Buy Now</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\">\nGoldman Sachs: 7 Safe Conviction List Dividend Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 11:07 GMT+8 <a href=https://247wallst.com/investing/2022/09/14/goldman-sachs-says-beware-of-dangerous-fall-market-volatility-7-safe-conviction-list-dividend-stocks-to-buy-now/3/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>September is the worst month of the year for stocks, but the real scary month this year could be October, and not just because of the potential for a spooky Halloween. With third-quarter earnings on ...</p>\n\n<a href=\"https://247wallst.com/investing/2022/09/14/goldman-sachs-says-beware-of-dangerous-fall-market-volatility-7-safe-conviction-list-dividend-stocks-to-buy-now/3/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STZ":"星座品牌","DTE":"DTE能源","MRK":"默沙东","RSG":"共和废品处理","PEP":"百事可乐"},"source_url":"https://247wallst.com/investing/2022/09/14/goldman-sachs-says-beware-of-dangerous-fall-market-volatility-7-safe-conviction-list-dividend-stocks-to-buy-now/3/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113376853","content_text":"September is the worst month of the year for stocks, but the real scary month this year could be October, and not just because of the potential for a spooky Halloween. With third-quarter earnings on deck, typical seasonal worries and what most likely will be another 75-basis-point increase in the federal funds rate, the analysts at Goldman Sachs are urging investors to avoid investing in the indexes and focus on single stocks for alpha generation.In a new research report targeted toward options trading going forward this fall, Goldman Sachs stresses that volatility could jump sharply in October. The analysts had this to say when discussing why:We expect volatility to increase over the next month, driven by a seasonal pickup in investor uncertainty, significant monetary policy catalysts, including monthly inflation metrics and upcoming single stock catalysts, including analyst days. On average, over the past 94 years, S&P 500 volatility has increased 29% from August to October. While some consider it a coincidence that major market corrections have occurred in October, we believe performance pressures for company managements (to meet full year expectations) and investors (final earnings catalysts for their performance year) exacerbate shifts in investor sentiment at this time of year.Given those concerns, we screened the firm’s Conviction List of top stock picks for good ideas for what could be a very dangerous stretch to what already has been a lousy year for investors. This week’s consumer price index numbers all but confirmed that we are in for the aforementioned 75-basis-point increase in the federal funds rate next week, so safe dividend-paying picks are the way to go for now. We found seven from the Goldman Sachs Conviction List that make sense now.It is important to remember that no single analyst report should be used as the sole basis for any buying or selling decision.MerckThis remains a leading health care stock for conservative investors. Merck & Co. Inc. (NYSE: MRK) operates as a health care company worldwide. It operates through the following two segments.The Pharmaceutical segment offers human health pharmaceutical products in the areas of oncology, hospital acute care, immunology, neuroscience, virology, cardiovascular and diabetes, as well as vaccine products, such as preventive pediatric, adolescent and adult vaccines.The Animal Health segment discovers, develops, manufactures and markets veterinary pharmaceuticals, vaccines and health management solutions and services, as well as digitally connected identification, traceability and monitoring products.Merck serves drug wholesalers and retailers, hospitals and government agencies; managed health care providers, such as health maintenance organizations, pharmacy benefit managers and other institutions; and physicians and physician distributors, veterinarians and animal producers. The company has collaborations with AstraZeneca, Bayer, Eisai, Ridgeback Biotherapeutics and Gilead Sciences.Investors receive a 3.20% dividend. Goldman Sachs has set a $106 target price. The consensus target for Merck stock is $100.60, which is also well above Tuesday’s close at $86.28.NextEra Energy PartnersThis utility is located in one of the fastest-growing states in the country and is a big ESG (environmental, social, governance) favorite. Next Era Energy Partners L.P. (NYSE: NEP) acquires, owns and manages contracted clean energy projects in the United States. Its portfolio of contracted renewable generation assets consists of wind and solar projects, as well as contracted natural gas pipeline assets.The company owns roughly 6.5 gigawatts of utility-scale wind capacity and 1.4 gigawatts of utility-scale and distributed generation solar capacity in North America as of mid-2021. NextEra also owns an interest in a network of natural gas pipelines in Texas. All of that company’s assets have long-term contracts with an average remaining contractual life of 14 years across the portfolio. NextEra Energy owns 57.2% of NextEra Energy Partners common units as of the end of 2020, with the remaining ownership interest publicly traded.The dividend yield here is 3.60%. The $102 Goldman Sachs target price compares with an $86.38 consensus target. On Tuesday, NextEra Energy Partners stock closed at $84.08.PepsiCoThis top consumer staples company will be supplying the goods for football tailgates and parties this fall. PepsiCo Inc. (NYSE: PEP) operates as a food and beverage company worldwide. Its Frito-Lay North America segment offers Lay’s and Ruffles potato chips; Doritos, Tostitos and Santitas tortilla chips; and Cheetos cheese-flavored snacks, branded dips and Fritos corn chips.The Quaker Foods North America segment provides Quaker oatmeal, grits, rice cakes, natural granola and oat squares, as well as the recently name-changed Aunt Jemima mixes and syrups, and Quaker Chewy granola bars, Cap’n Crunch cereal, Life cereal and Rice-A-Roni side dishes.Its North America Beverages segment offers beverage concentrates, fountain syrups and finished goods under the Pepsi, Gatorade, Mountain Dew, Diet Pepsi, Aquafina, Tropicana Pure Premium, Sierra Mist and Mug brands, as well as ready-to-drink tea and coffee, and juices.PepsiCo stock comes with a 2.80% dividend. Goldman Sachs’s $185 price target posted is higher than the $181.69 consensus target and the most recent close at $167.45.Raytheon TechnologiesThis top aerospace and defense idea has a diversified mix of businesses. Raytheon Technologies Corp. (NYSE: RTX) is an industry leader in defense, government electronics, space, information technology and technical services.With a history of innovation spanning 97 years, Raytheon provides state-of-the-art electronics, mission systems integration, C5I products and services, sensing, effects and mission support for customers in more than 80 countries.In 2020, United Technologies and Raytheon agreed to merge their businesses to create this new aerospace and defense powerhouse. The two-year-old merger, combined with the spin-off of the Carrier and Otis divisions in 2020, has top analysts across Wall Street expecting free cash flow to step up in a big way this year. Toss in the solid recovery in air travel and improving sentiment that could help drive the commercial aerospace business.Shareholders receive a 2.70% dividend. Raytheon Technologies stock has a $108 price target at Goldman Sachs. The consensus is slightly higher at $109.78, but the stock closed on Tuesday at $82.68.Republic ServicesDespite the economy’s ups and downs, somebody has to pick up the trash and recyclables each week, and this is a leader in the business. Republic Services Inc. (NYSE: RSG) offers environmental services in the United States, including collection and processing of recyclable materials; collection, transfer and disposal of non-hazardous solid waste; and other environmental solutions.The company’s collection services include curbside collection of material for transport to transfer stations, landfills or recycling processing centers; supply of recycling and waste containers; and renting of compactors. In addition, the company engages in the processing and sale of old corrugated containers, old newsprint, aluminum, glass and other materials, and in provision of landfill and transfer services.Republic Services also offers disposal of nonhazardous solid and liquid material and in-plant services, such as transportation and logistics. It serves small-container, large-container and residential customers. As of December 31, 2021, the company operated through 356 collection operations, 239 transfer stations, 198 active landfills, 71 recycling processing centers, six saltwater disposal wells and seven deep injection wells, as well as three treatment, recovery and disposal facilities in 41 states. It also operated 77 landfill gas-to-energy and renewable energy projects and had 124 closed landfills.Investors receive a 1.40% dividend. The Goldman Sachs price target is $175, while the consensus target was last seen at $156.86. Republic Services stock ended Tuesday trading at $146.26.Constellation BrandsIf any company has products that stay in style, it is this one, and it has only 7% foreign sales. Constellation Brands Inc. (NYSE: STZ) is a leading global producer and marketer of beverage alcohol. Its wide-ranging portfolio spans wine, spirits and imported beer.The company is one the world’s largest wine companies overall and is the largest global premium wine company. Key brands include Robert Mondavi, Clos du Bois, Blackstone, Arbor Mist, Black Velvet and SVEDKA vodka. It also owns 100% of the rights to brew, market and sell Modelo’s Mexican beers in the United States.Constellation Brands made a gigantic $3.8 billion investment in cannabis company Canopy Growth in 2018 to increase its holdings in the company. The record investment reflects a world in which marijuana has become ubiquitous as its counterculture stigma fades and more states legalize use.Constellation Brands stock investors receive a 1.30% dividend. Goldman Sachs has a price target of $273, and the consensus target is $275.40. The stock closed on Tuesday at $240.11.DTE EnergyWith the potential for extremely cold winter weather, this company may look to extend gains in the final quarter of 2022 and next year. DTE Energy Co. (NYSE: DTE) is the largest utility in Michigan. Its largest operating units are DTE Electric, an electric utility serving 2.2 million customers in southeastern Michigan, and DTE Gas, a natural gas utility serving 1.3 million customers in the state. DTE Energy also has non-utility energy businesses that focus on power and industrial projects, natural gas midstream and energy trading.The company’s Gas segment purchases, stores, transports, distributes and sells natural gas to residential, commercial and industrial customers throughout Michigan, and it sells storage and transportation capacity. This segment has approximately 19,800 miles of distribution mains, 1,305,000 service pipelines and 1,273,000 active meters, as well as approximately 2,000 miles of transmission pipelines.Its Gas Storage and Pipelines segment owns natural gas storage fields, lateral and gathering pipeline systems and compression and surface facilities. It also has ownership interests in interstate pipelines serving the Midwest, Ontario and northeast markets.The Power and Industrial Projects segment offers metallurgical coke; pulverized coal and petroleum coke to the steel, pulp and paper, and other industries; and power, steam and chilled water production, and wastewater treatment services, as well as supplies compressed air to industrial customers.Shareholders receive a 2.70% dividend. The Goldman Sachs price objective on DTE Energy stock is $143. That compares with a lower $140.25 consensus and Thursday’s close at $132.92.","news_type":1,"symbols_score_info":{"RSG":0.9,"DTE":0.9,"PEP":0.9,"STZ":0.9,"MRK":0.9,"NEP":0.9}},"isVote":1,"tweetType":1,"viewCount":2840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935473803,"gmtCreate":1663128465803,"gmtModify":1676537210484,"author":{"id":"3581986219897450","authorId":"3581986219897450","name":"DennisMe","avatar":"https://static.tigerbbs.com/59198f5fbfd4a0baed289097df49b643","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581986219897450","idStr":"3581986219897450"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9935473803","repostId":"2267566005","repostType":4,"repost":{"id":"2267566005","kind":"highlight","pubTimestamp":1663118397,"share":"https://ttm.financial/m/news/2267566005?lang=&edition=fundamental","pubTime":"2022-09-14 09:19","market":"us","language":"en","title":"Biden Celebration of Economy Skips Inflation That Haunts It","url":"https://stock-news.laohu8.com/highlight/detail?id=2267566005","media":"Bloomberg","summary":"Republicans hammer Biden as inflation runs hot into midtermsPresident focuses speech on climate chan","content":"<div>\n<p>Republicans hammer Biden as inflation runs hot into midtermsPresident focuses speech on climate change, drug companiesPresident Joe Biden ignored worse-than-expected US inflation data that roiled ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-13/biden-says-more-time-needed-to-cut-inflation-as-prices-run-hot\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Biden Celebration of Economy Skips Inflation That Haunts It</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\">\nBiden Celebration of Economy Skips Inflation That Haunts It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 09:19 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-09-13/biden-says-more-time-needed-to-cut-inflation-as-prices-run-hot><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Republicans hammer Biden as inflation runs hot into midtermsPresident focuses speech on climate change, drug companiesPresident Joe Biden ignored worse-than-expected US inflation data that roiled ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-13/biden-says-more-time-needed-to-cut-inflation-as-prices-run-hot\">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.bloomberg.com/news/articles/2022-09-13/biden-says-more-time-needed-to-cut-inflation-as-prices-run-hot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267566005","content_text":"Republicans hammer Biden as inflation runs hot into midtermsPresident focuses speech on climate change, drug companiesPresident Joe Biden ignored worse-than-expected US inflation data that roiled markets during a planned celebration for his signature climate-and-tax law.The law Biden celebrated Tuesday is called the Inflation Reduction Act, and the White House has repeatedly said tackling inflation -- a political liability for Democrats before the November midterms -- is the president’s top priority. But after the Labor Department reported, hours before the event on the South Lawn of the White House, that price growth accelerated from July to August, Biden largely focused elsewhere in his remarks: curbing climate change, defeating the drug lobby, his Republican opposition, even guns.“I believe Republicans could have and should have joined us on this bill,” Biden said during the ceremony that took on a party-like atmosphere with a large crowd and musical performances.He didn’t mention the latest inflation data at all during his wide-ranging speech.As Biden was speaking, a broad-based selloff sent equities to their worst day in more than two years as fears mounted that the Federal Reserve will adopt an even more aggressive pace of monetary tightening.Republicans leveled fresh attacks at Biden’s economic policies and accused the White House of political tone-deafness.“They could not look more out of touch if they tried,” Senate Minority Leader Mitch McConnell said Tuesday.“Biden and Democrats throwing themselves a party for raising taxes on families during a recession proves just how out of touch they are,” Republican National Committee Chairwoman Ronna McDaniel said in a statement.Asked on Tuesday evening if he was worried about inflation, Biden said, “I’m not, because we’re talking about one-tenth of one percent.”“The stock market doesn’t necessarily reflect the state of the economy, as you well know,” he told reporters after voting in Wilmington, Delaware. “The economy is still strong, unemployment is low, jobs are up, manufacturing is good. So I think we’re gonna be fine.”Earlier in the day, Biden said in a statement that the latest data showed “progress” toward curbing price gains but acknowledged more work is needed.“Today’s data show more progress in bringing global inflation down in the US economy,” Biden said, hailing a drop in gas prices and adding, “It will take more time and resolve to bring inflation down.”Headline consumer prices increased in August by 0.1%, hotter than a forecast decline of the same figure. Core inflation, a measure that strips out volatile fuel and food costs and is closely watched by the Fed, rose by 0.6%, double the forecast. Year-over-year inflation dropped for the second month, to 8.3%, but also exceeded the forecast of 8.1%.Tuesday’s price growth report is a sign of a persistent headwind facing Biden and Democrats before the Nov. 8 midterms and cuts against other positive economic data that boosted their prospects for retaining control of at least one chamber of Congress.They’ve scrambled to ease price pressures by trying to tackle supply chain woes, releasing crude from the Strategic Petroleum Reserve and passing a tax-and-spending package aimed at cooling inflation in the long run.The effect of the law passed by Democrats last month -- without any Republican support -- will take years to fully sink in and have only a modest impact on price gains.The White House event was scheduled weeks ago as the US saw a steady decline in gasoline prices, which have dropped to an average of $3.71 a gallon nationally from a high of $5.02 in June.That drop, though, was offset by price hikes elsewhere, including in shelter costs. The August increase brought shelter inflation over the last 12 months to 6.3%, the highest over any such stretch since 1986.While the decline in gasoline prices has tempered what would otherwise have been even hotter price growth, Biden is not out of the woods there, either.US officials worry that a rebound in oil prices could be coming if European Union sanctions due to kick in later this year aren’t accompanied by other measures, such as a price cap on the purchase of Russian oil.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932657094,"gmtCreate":1662941363518,"gmtModify":1676537166357,"author":{"id":"3581986219897450","authorId":"3581986219897450","name":"DennisMe","avatar":"https://static.tigerbbs.com/59198f5fbfd4a0baed289097df49b643","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581986219897450","idStr":"3581986219897450"},"themes":[],"htmlText":"Monday","listText":"Monday","text":"Monday","images":[{"img":"https://community-static.tradeup.com/news/e583b6f01bb347952b0e464a8c294123","width":"1284","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932657094","isVote":1,"tweetType":1,"viewCount":2005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9932654901,"gmtCreate":1662941317604,"gmtModify":1676537166333,"author":{"id":"3581986219897450","authorId":"3581986219897450","name":"DennisMe","avatar":"https://static.tigerbbs.com/59198f5fbfd4a0baed289097df49b643","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581986219897450","idStr":"3581986219897450"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9932654901","repostId":"1103698697","repostType":4,"isVote":1,"tweetType":1,"viewCount":3134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932381317,"gmtCreate":1662874432940,"gmtModify":1676537156120,"author":{"id":"3581986219897450","authorId":"3581986219897450","name":"DennisMe","avatar":"https://static.tigerbbs.com/59198f5fbfd4a0baed289097df49b643","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581986219897450","idStr":"3581986219897450"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9932381317","repostId":"2266817381","repostType":4,"isVote":1,"tweetType":1,"viewCount":3033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936687968,"gmtCreate":1662767322755,"gmtModify":1676537134912,"author":{"id":"3581986219897450","authorId":"3581986219897450","name":"DennisMe","avatar":"https://static.tigerbbs.com/59198f5fbfd4a0baed289097df49b643","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581986219897450","idStr":"3581986219897450"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9936687968","repostId":"2266310802","repostType":4,"isVote":1,"tweetType":1,"viewCount":2531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}