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2023-12-11
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2022-10-28
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2022-10-28
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2022-09-16
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Tightening expectations are up again! U.S. mortgage interest rates break through the 6% mark for the first time since 2008
高涨的房贷利率严重挤压房地产贷款需求,更多的购房者开始持币观望。伴随着美联储政策持续收紧,美国最受欢迎的住房贷款平均利率自2008年以来首次升至6%以上。抵押贷款银行家协会(MBA)数据显示,截至9月
Tightening expectations are up again! U.S. mortgage interest rates break through the 6% mark for the first time since 2008
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2022-09-16
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2022-06-08
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2022-06-08
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Investors Don't Think U.S. Recession Is Coming: BofA Strategist
策略师们表示, 美国银行客户并不认为经济衰退即将来临,自2021年7月以来,流入美国周期性股票的资金继续超过流入防御性股票的资金。Jill Carey Hall等策略师在报告中写道,美银客户上周成为美国股票的净买家,散户客户居首。客户买入单一股票,ETF则出现1月以来最大资金流出;中型股被买入,大盘股和小盘股遭抛售。需要注意到的是,随着财报季结束,股票回购速度较前一周有所放缓。策略师表示,标普500指数11个行业板块中8个走高,科技和非必需消费品股领涨。股民福利来了!十大金股送给你,带你掘金“黄金坑”!点击查看>>
Investors Don't Think U.S. Recession Is Coming: BofA Strategist
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2022-05-25
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yapfuiping
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2022-05-25
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Has U.S. debt passed its lowest point? Wall Street veterans decided to take a gamble
从贝莱德到T. Rowe Price Group Inc.,华尔街一些对判断债市荣枯颇有经验的市场老手看到了预示可重新买入的迹象。 但没有人急着下市场见底的判断,因为美国通胀率仍处于四十年高点,而且美联储刚开始收紧货币政策。 但是,今年以来美国国债收益率已经飙升了许多,其中10年期国债收益率上涨近一倍,令人回想起上一次退潮时被证明时机不错的买入窗口。10年期国债收益率周二盘中一度下挫13基点至2.72%,创4月27日以来最低水平。
Has U.S. debt passed its lowest point? Wall Street veterans decided to take a gamble
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2022-05-25
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","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934222382","repostId":"2267068823","repostType":4,"repost":{"id":"2267068823","kind":"news","pubTimestamp":1663254748,"share":"https://ttm.financial/m/news/2267068823?lang=en_US&edition=fundamental","pubTime":"2022-09-15 23:12","market":"us","language":"zh","title":"Tightening expectations are up again! U.S. mortgage interest rates break through the 6% mark for the first time since 2008","url":"https://stock-news.laohu8.com/highlight/detail?id=2267068823","media":"华尔街见闻","summary":"高涨的房贷利率严重挤压房地产贷款需求,更多的购房者开始持币观望。伴随着美联储政策持续收紧,美国最受欢迎的住房贷款平均利率自2008年以来首次升至6%以上。抵押贷款银行家协会(MBA)数据显示,截至9月","content":"<p><html><head></head><body>The high mortgage interest rate has seriously squeezed the demand for real estate loans, and more buyers have begun to wait and see. The average interest rate on the nation's most popular home loan has risen above 6% for the first time since 2008 as the Federal Reserve continues to tighten policy.</p><p>The U.S. 30-year fixed mortgage rate rose to 6.01% in the week ending Sept. 9, crossing the 6% mark for the first time since 2008 and twice as much as a year earlier, according to Mortgage Bankers Association (MBA) data.</p><p><img src=\"https://static.tigerbbs.com/1d221eff5a83aecbb6996b21f7f45d5a\" tg-width=\"550\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>High mortgage interest rates are severely squeezing real estate loan demand.</b>Applications for mortgage purchases were down 29% in the week ending Sept. 9 compared to the same period in 2021. The market composite index, which measures mortgage applications, fell 1.2% from the previous week. The MBA Refinance Index fell 4% from the previous week and 83% from the same period last year. Joel Kan, MBA's vice president of economic and industry forecasting, said,<b>Rising mortgage rates are causing more homebuyers to hold their currency.</b></p><p>As the Federal Reserve continues to raise interest rates, the entire U.S. real estate industry is affected by higher interest rates. Previous data showed that new home sales in the United States in July were 12.6% larger than the previous month, which was significantly less than the expected drop of 2.5%. New home sales fell month-on-month in six of the past seven months. Sales shrank to the lowest level in six and a half years.</p><p><img src=\"https://static.tigerbbs.com/6f3a07a596f24e18a871d1e6cc1b627a\" tg-width=\"550\" tg-height=\"290\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The sluggish sales coincided with high inventories of new homes in the United States. At the end of July, there were 464,000 new homes for sale, the most since 2008. At the current rate of sales, it will take 10.9 months to empty the supply of new homes, the highest inventory-to-sales ratio since March 2009 and nearly double the rate at the start of the year.</p><p><img src=\"https://static.tigerbbs.com/5da9e4aaf175e9be328df0ab07033077\" tg-width=\"550\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Although the new home market only accounts for 10% of the U.S. property market, the new home sales are calculated according to the data at the time of signing the home purchase contract, which is different from the existing home sales that are included in the statistics after signing the contract, so it is regarded as the leading indicator of the U.S. property market.<b>Some market analysts believe that in view of the plunge in mortgage loan applications, new home sales are expected to decline further in the future.</b></p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tightening expectations are up again! U.S. mortgage interest rates break through the 6% mark for the first time since 2008</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTightening expectations are up again! U.S. mortgage interest rates break through the 6% mark for the first time since 2008\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-09-15 23:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The high mortgage interest rate has seriously squeezed the demand for real estate loans, and more buyers have begun to wait and see. The average interest rate on the nation's most popular home loan has risen above 6% for the first time since 2008 as the Federal Reserve continues to tighten policy.</p><p>The U.S. 30-year fixed mortgage rate rose to 6.01% in the week ending Sept. 9, crossing the 6% mark for the first time since 2008 and twice as much as a year earlier, according to Mortgage Bankers Association (MBA) data.</p><p><img src=\"https://static.tigerbbs.com/1d221eff5a83aecbb6996b21f7f45d5a\" tg-width=\"550\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>High mortgage interest rates are severely squeezing real estate loan demand.</b>Applications for mortgage purchases were down 29% in the week ending Sept. 9 compared to the same period in 2021. The market composite index, which measures mortgage applications, fell 1.2% from the previous week. The MBA Refinance Index fell 4% from the previous week and 83% from the same period last year. Joel Kan, MBA's vice president of economic and industry forecasting, said,<b>Rising mortgage rates are causing more homebuyers to hold their currency.</b></p><p>As the Federal Reserve continues to raise interest rates, the entire U.S. real estate industry is affected by higher interest rates. Previous data showed that new home sales in the United States in July were 12.6% larger than the previous month, which was significantly less than the expected drop of 2.5%. New home sales fell month-on-month in six of the past seven months. Sales shrank to the lowest level in six and a half years.</p><p><img src=\"https://static.tigerbbs.com/6f3a07a596f24e18a871d1e6cc1b627a\" tg-width=\"550\" tg-height=\"290\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The sluggish sales coincided with high inventories of new homes in the United States. At the end of July, there were 464,000 new homes for sale, the most since 2008. At the current rate of sales, it will take 10.9 months to empty the supply of new homes, the highest inventory-to-sales ratio since March 2009 and nearly double the rate at the start of the year.</p><p><img src=\"https://static.tigerbbs.com/5da9e4aaf175e9be328df0ab07033077\" tg-width=\"550\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Although the new home market only accounts for 10% of the U.S. property market, the new home sales are calculated according to the data at the time of signing the home purchase contract, which is different from the existing home sales that are included in the statistics after signing the contract, so it is regarded as the leading indicator of the U.S. property market.<b>Some market analysts believe that in view of the plunge in mortgage loan applications, new home sales are expected to decline further in the future.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3670388\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3670388","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267068823","content_text":"高涨的房贷利率严重挤压房地产贷款需求,更多的购房者开始持币观望。伴随着美联储政策持续收紧,美国最受欢迎的住房贷款平均利率自2008年以来首次升至6%以上。抵押贷款银行家协会(MBA)数据显示,截至9月9日当周,美国30年期固定抵押贷款利率升至6.01%,为2008年以来首次突破6%关口,是去年同期的两倍。高涨的房贷利率严重挤压房地产贷款需求。截至9月9日当周,抵押贷款购房申请比2021年同期下降了29%。衡量抵押贷款申请量的市场综合指数较前一周下降了1.2%。MBA再融资指数较前一周下降了4%,较去年同期下降了83%。MBA负责经济和行业预测的副总裁Joel Kan表示,抵押贷款利率上升导致更多购房者持币观望。伴随着美联储持续升息,整个美国房地产行业都受到更高利率的影响。此前数据显示,美国7月新屋销售环比大12.6%,大幅不及预期的下跌2.5%,新屋销售在过去七个月中,有六个月环比下跌。销售量萎缩至六年半以来的最低水平。销售萎靡的同时,美国新屋库存高企。截至7月末,有46.4万套新房待售,为2008年以来最多。按照目前的销售速度计算,将需要10.9个月才能清空新房供应,这是自2009年3月以来的最高库销比,几乎是今年年初的两倍。新屋市场虽仅占美国楼市的一成,但新屋销售按照签订购房合同之时的数据计算,与签约完成再纳入统计的成屋销售有所区别,因此被视为美国楼市的领先指标。有市场分析认为,鉴于房屋按揭贷款申请的暴跌,新屋销售未来预计仍将进一步下跌。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934222915,"gmtCreate":1663260376337,"gmtModify":1676537239022,"author":{"id":"4089010487435940","authorId":"4089010487435940","name":"yapfuiping","avatar":"https://static.tigerbbs.com/3a27fbd615737b61aec5a628994a8a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089010487435940","idStr":"4089010487435940"},"themes":[],"title":"","htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9934222915","repostId":"2267687636","repostType":4,"isVote":1,"tweetType":1,"viewCount":4288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051335618,"gmtCreate":1654644895034,"gmtModify":1676535482645,"author":{"id":"4089010487435940","authorId":"4089010487435940","name":"yapfuiping","avatar":"https://static.tigerbbs.com/3a27fbd615737b61aec5a628994a8a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089010487435940","idStr":"4089010487435940"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051335618","repostId":"2241270077","repostType":4,"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051335184,"gmtCreate":1654644877348,"gmtModify":1676535482645,"author":{"id":"4089010487435940","authorId":"4089010487435940","name":"yapfuiping","avatar":"https://static.tigerbbs.com/3a27fbd615737b61aec5a628994a8a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089010487435940","idStr":"4089010487435940"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051335184","repostId":"2241907023","repostType":4,"repost":{"id":"2241907023","kind":"news","pubTimestamp":1654643193,"share":"https://ttm.financial/m/news/2241907023?lang=en_US&edition=fundamental","pubTime":"2022-06-08 07:06","market":"hk","language":"zh","title":"Investors Don't Think U.S. Recession Is Coming: BofA Strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=2241907023","media":"环球市场播报","summary":"策略师们表示, 美国银行客户并不认为经济衰退即将来临,自2021年7月以来,流入美国周期性股票的资金继续超过流入防御性股票的资金。Jill Carey Hall等策略师在报告中写道,美银客户上周成为美国股票的净买家,散户客户居首。客户买入单一股票,ETF则出现1月以来最大资金流出;中型股被买入,大盘股和小盘股遭抛售。需要注意到的是,随着财报季结束,股票回购速度较前一周有所放缓。策略师表示,标普500指数11个行业板块中8个走高,科技和非必需消费品股领涨。股民福利来了!十大金股送给你,带你掘金“黄金坑”!点击查看>>","content":"<p><html><head></head><body>Strategists say,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Clients don't see a recession coming, and since July 2021, money has continued to flow into U.S. cyclical stocks more than into defensive stocks.</p><p>Bank of America clients became net buyers of U.S. stocks last week, with retail clients leading the way, strategists such as Jill Carey Hall wrote in the report.</p><p>Customers buy a single stock,<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF | ETF</a>The largest capital outflow since January; Mid-cap stocks were bought and large-cap and small-cap stocks sold off.</p><p>It is important to note that the pace of share buybacks has slowed from the previous week as earnings season ends.</p><p>Eight of the 11 sector sectors in the S&P 500 were higher, with technology and consumer discretionary stocks leading gains, strategists said.</p><p></body></html></p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Don't Think U.S. Recession Is Coming: BofA Strategist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestors Don't Think U.S. Recession Is Coming: BofA Strategist\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-06-08 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Strategists say,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Clients don't see a recession coming, and since July 2021, money has continued to flow into U.S. cyclical stocks more than into defensive stocks.</p><p>Bank of America clients became net buyers of U.S. stocks last week, with retail clients leading the way, strategists such as Jill Carey Hall wrote in the report.</p><p>Customers buy a single stock,<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF | ETF</a>The largest capital outflow since January; Mid-cap stocks were bought and large-cap and small-cap stocks sold off.</p><p>It is important to note that the pace of share buybacks has slowed from the previous week as earnings season ends.</p><p>Eight of the 11 sector sectors in the S&P 500 were higher, with technology and consumer discretionary stocks leading gains, strategists said.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-07/doc-imizmscu5622440.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e9ba109e7f6844f2904f6647779f151","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BK4581":"高盛持仓","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","OEX":"标普100","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","BK4504":"桥水持仓","SPY":"标普500ETF","BK4559":"巴菲特持仓","SSO":"2倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","BK4550":"红杉资本持仓","BAC":"美国银行","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","BK4207":"综合性银行"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-07/doc-imizmscu5622440.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241907023","content_text":"策略师们表示, 美国银行客户并不认为经济衰退即将来临,自2021年7月以来,流入美国周期性股票的资金继续超过流入防御性股票的资金。Jill Carey Hall等策略师在报告中写道,美银客户上周成为美国股票的净买家,散户客户居首。客户买入单一股票,Pacer Swan SOS Fund of Funds ETF|ETF则出现1月以来最大资金流出;中型股被买入,大盘股和小盘股遭抛售。需要注意到的是,随着财报季结束,股票回购速度较前一周有所放缓。策略师表示,标普500指数11个行业板块中8个走高,科技和非必需消费品股领涨。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SSO":0.6,"SH":0.6,"SPY":0.9,"OEF":0.6,"SDS":0.6,"OEX":0.6,"SPXU":0.6,".SPX":0.6,"UPRO":0.6,"BAC":0.9,"ESmain":0.6,"IVV":0.6}},"isVote":1,"tweetType":1,"viewCount":3066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026712553,"gmtCreate":1653435450372,"gmtModify":1676535280170,"author":{"id":"4089010487435940","authorId":"4089010487435940","name":"yapfuiping","avatar":"https://static.tigerbbs.com/3a27fbd615737b61aec5a628994a8a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089010487435940","idStr":"4089010487435940"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026712553","repostId":"2238304789","repostType":4,"isVote":1,"tweetType":1,"viewCount":4147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026716559,"gmtCreate":1653435408272,"gmtModify":1676535280154,"author":{"id":"4089010487435940","authorId":"4089010487435940","name":"yapfuiping","avatar":"https://static.tigerbbs.com/3a27fbd615737b61aec5a628994a8a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089010487435940","idStr":"4089010487435940"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026716559","repostId":"2238371098","repostType":4,"repost":{"id":"2238371098","kind":"news","pubTimestamp":1653433904,"share":"https://ttm.financial/m/news/2238371098?lang=en_US&edition=fundamental","pubTime":"2022-05-25 07:11","market":"us","language":"zh","title":"Has U.S. debt passed its lowest point? Wall Street veterans decided to take a gamble","url":"https://stock-news.laohu8.com/highlight/detail?id=2238371098","media":"环球市场播报","summary":"从贝莱德到T. Rowe Price Group Inc.,华尔街一些对判断债市荣枯颇有经验的市场老手看到了预示可重新买入的迹象。 但没有人急着下市场见底的判断,因为美国通胀率仍处于四十年高点,而且美联储刚开始收紧货币政策。 但是,今年以来美国国债收益率已经飙升了许多,其中10年期国债收益率上涨近一倍,令人回想起上一次退潮时被证明时机不错的买入窗口。10年期国债收益率周二盘中一度下挫13基点至2.72%,创4月27日以来最低水平。","content":"<p><html><head></head><body>From<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>By T. Rowe Price Group Inc., some Wall Street veterans experienced in judging bond markets saw signs of re-buying.</p><p>But no one is rushing to judge that the market is bottoming out, because U.S. inflation is still at a four-decade high and the Federal Reserve is just beginning to tighten monetary policy.</p><p>However, U.S. Treasury Bond yields have soared a lot this year, with the 10-year Treasury Bond yield nearly doubling, recalling the proven well-timed buying window at the last ebb. On top of that, there are signs that the economy is cooling, with large retailers reporting changes in consumer spending and declining residential sales. The fall in risky assets such as growth stocks and cryptocurrencies has made the U.S. Treasury Bond a safe haven again, with investors who entered the market to buy when yields peaked earlier this month getting good returns.</p><p>All of this gives long-term fund managers a reason to cautiously increase their exposure, with some prepared to pick up their buying pace when yields exceed what they see as reasonable.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Asset Management's global interest rate chief said that the most violent phase of the U.S. debt decline was over, as the prospect of a rate hike by the Federal Reserve was largely absorbed by the market.</p><p>David Giroux, head of Investment strategy at T. Rowe Price Investment Management, said, \"A lot of bad news has been digested, and the current environment is reminiscent of 2013 and 2018, when the 10-year Treasury Bond yield exceeded 3%. We cut our cash allocation and have been buying US Treasury Bond.\"</p><p>There has been a marked shift in market sentiment over the past two weeks, with investors speculating that the Russia-Ukraine conflict and tightening global monetary policy will drag on economic growth. The 10-year Treasury Bond yield fell 13 basis points to 2.72% on Tuesday, the lowest level since April 27th.<img src=\"https://static.tigerbbs.com/d0a7c3dc21d9e61d01823242de860909\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>The U.S. Treasury Bond market still faces considerable uncertainty, and if the Fed finds itself fighting persistent inflation, then yields could exceed the peak of the past decade. Powell said last week that the Fed was prepared to adjust its policy rate above neutral until there was \"clear and convincing\" evidence that inflation was falling. In addition, the Federal Reserve will also start a shrinking balance sheet from June, which may bring new headwinds to the market.</p><p>Analysts at Goldman Sachs released a rather cautious research report predicting that the 10-year Treasury Bond yield will reach around 3.3% by the end of the year.</p><p>\"We don't think we have reached the point where we can green light the passage,\" said RJ Gallo, senior portfolio manager at Federated Investment. \"The economy still has growth momentum and inflation is not falling rapidly.\"</p><p>However, there are some signals that the Fed's moves are causing the financial environment to tighten. The index of measuring corporate credit risk rises, which makes the borrowing cost of heavily indebted companies rise. Mortgage rates are slowing the housing market, and this year's stock market decline threatens to further erode consumer confidence.</p><p>Yvette Klevan, portfolio manager at Lazard Asset Management's global fixed income team, said \"we're not completely out of the inflation woes, so yields could also rise slightly\". But she added that \"given that a lot of things have been digested, the yield on a 10-year US Treasury Bond should be around 3%\".</p><p>Rick Rieder, chief investment officer of global fixed income at BlackRock, the world's largest asset manager, said that \"several funds have increased their rate exposure more in recent weeks and there are fears that rates will be much higher and we have betted on the other side\".</p><p></body></html></p>","source":"sina","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>Has U.S. debt passed its lowest point? Wall Street veterans decided to take a gamble</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHas U.S. debt passed its lowest point? Wall Street veterans decided to take a gamble\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-05-25 07:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>From<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>By T. Rowe Price Group Inc., some Wall Street veterans experienced in judging bond markets saw signs of re-buying.</p><p>But no one is rushing to judge that the market is bottoming out, because U.S. inflation is still at a four-decade high and the Federal Reserve is just beginning to tighten monetary policy.</p><p>However, U.S. Treasury Bond yields have soared a lot this year, with the 10-year Treasury Bond yield nearly doubling, recalling the proven well-timed buying window at the last ebb. On top of that, there are signs that the economy is cooling, with large retailers reporting changes in consumer spending and declining residential sales. The fall in risky assets such as growth stocks and cryptocurrencies has made the U.S. Treasury Bond a safe haven again, with investors who entered the market to buy when yields peaked earlier this month getting good returns.</p><p>All of this gives long-term fund managers a reason to cautiously increase their exposure, with some prepared to pick up their buying pace when yields exceed what they see as reasonable.<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Asset Management's global interest rate chief said that the most violent phase of the U.S. debt decline was over, as the prospect of a rate hike by the Federal Reserve was largely absorbed by the market.</p><p>David Giroux, head of Investment strategy at T. Rowe Price Investment Management, said, \"A lot of bad news has been digested, and the current environment is reminiscent of 2013 and 2018, when the 10-year Treasury Bond yield exceeded 3%. We cut our cash allocation and have been buying US Treasury Bond.\"</p><p>There has been a marked shift in market sentiment over the past two weeks, with investors speculating that the Russia-Ukraine conflict and tightening global monetary policy will drag on economic growth. The 10-year Treasury Bond yield fell 13 basis points to 2.72% on Tuesday, the lowest level since April 27th.<img src=\"https://static.tigerbbs.com/d0a7c3dc21d9e61d01823242de860909\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>The U.S. Treasury Bond market still faces considerable uncertainty, and if the Fed finds itself fighting persistent inflation, then yields could exceed the peak of the past decade. Powell said last week that the Fed was prepared to adjust its policy rate above neutral until there was \"clear and convincing\" evidence that inflation was falling. In addition, the Federal Reserve will also start a shrinking balance sheet from June, which may bring new headwinds to the market.</p><p>Analysts at Goldman Sachs released a rather cautious research report predicting that the 10-year Treasury Bond yield will reach around 3.3% by the end of the year.</p><p>\"We don't think we have reached the point where we can green light the passage,\" said RJ Gallo, senior portfolio manager at Federated Investment. \"The economy still has growth momentum and inflation is not falling rapidly.\"</p><p>However, there are some signals that the Fed's moves are causing the financial environment to tighten. The index of measuring corporate credit risk rises, which makes the borrowing cost of heavily indebted companies rise. Mortgage rates are slowing the housing market, and this year's stock market decline threatens to further erode consumer confidence.</p><p>Yvette Klevan, portfolio manager at Lazard Asset Management's global fixed income team, said \"we're not completely out of the inflation woes, so yields could also rise slightly\". But she added that \"given that a lot of things have been digested, the yield on a 10-year US Treasury Bond should be around 3%\".</p><p>Rick Rieder, chief investment officer of global fixed income at BlackRock, the world's largest asset manager, said that \"several funds have increased their rate exposure more in recent weeks and there are fears that rates will be much higher and we have betted on the other side\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-05-25/doc-imizirau4597088.shtml?finpagefr=p_115\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0a7c3dc21d9e61d01823242de860909","relate_stocks":{"TLT":"20+年以上美国国债ETF-iShares","IEF":"债券指数ETF-iShares Barclays 7-10年","IEI":"iShares Barclays 3-7 Year Trea","GOVT":"iShares安硕核心美国国债ETF","SHY":"债券指数ETF-iShares Barclays 1-3年国债","BND":"债券指数ETF-Vanguard美国"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-05-25/doc-imizirau4597088.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2238371098","content_text":"从贝莱德到T. Rowe Price Group Inc.,华尔街一些对判断债市荣枯颇有经验的市场老手看到了预示可重新买入的迹象。但没有人急着下市场见底的判断,因为美国通胀率仍处于四十年高点,而且美联储刚开始收紧货币政策。但是,今年以来美国国债收益率已经飙升了许多,其中10年期国债收益率上涨近一倍,令人回想起上一次退潮时被证明时机不错的买入窗口。最重要的是,迹象表明经济正在降温, 大型零售商报告消费者支出发生变化,住宅销售下降。成长股、加密货币等风险资产下挫令美国国债再次成为避险天堂,本月早些时候在收益率见顶时入市买入的投资者获得了不错回报。所有这些都让长线基金经理看到了谨慎增加风险敞口的理由,一些人准备在收益率超过他们认为合理的水平时加快买入步伐。摩根大通资产管理的全球利率主管说,美债下跌最猛烈的阶段已经过去,因为美联储的升息前景基本被市场所消化。T. Rowe Price Investment Management投资策略主管David Giroux表示,“很多利空消息已经被消化,现在的环境让人联想到2013年和2018年,当时10年期国债收益率超过3%。 我们削减了现金配置,一直在购买美国国债。”过去两周市场情绪发生了明显转变,投资者猜测俄乌冲突和全球货币政策收紧将拖累经济增长。10年期国债收益率周二盘中一度下挫13基点至2.72%,创4月27日以来最低水平。美国国债市场仍然面临相当大的不确定性,如果美联储发现自己在对抗持续的通胀,那么收益率可能会超过过去十年的峰值。 鲍威尔上周表示,美联储准备将政策利率调整至中性水平以上,直到有“明确且令人信服”的证据表明通胀正在下降。此外,美联储还将从6月开始缩表,这可能给市场带来新的阻力。高盛集团分析师发布了一份颇为谨慎的研报,预测10年期国债收益率将在年末时达到3.3%左右。“我们认为现在还没有达到我们可以绿灯通行的地步,”Federated Investment的高级投资组合经理RJ Gallo表示。“经济仍然有增长动能,通胀率没有迅速下降。”然而,有一些信号显示美联储的举措正在导致金融环境收紧。衡量企业信用风险的指标上升,使得负债累累的公司举债成本上升。抵押贷款利率正在令房地产市场放缓,今年的股市下跌有可能进一步侵蚀消费者信心。Lazard Asset Management全球固定收益团队投资组合经理Yvette Klevan表示,“我们并没有完全摆脱通胀困境,因此收益率还可能略有上升”。但她补充称, “鉴于很多事情已经被消化,10年期美国国债的收益率应该在3%左右”。全球最大资产管理公司贝莱德的全球固定收益业务首席投资官Rick Rieder表示,“几只基金最近几周增加了更多的利率敞口,人们担心利率会高得多,我们已经在另一侧下注”。","news_type":1,"symbols_score_info":{"IEF":0.6,"SHY":0.6,"IEI":0.6,"ZBmain":0.6,"ZTmain":0.6,"TLT":0.6,"ZFmain":0.6,"GOVT":0.6,"TNmain":0.6,"UBmain":0.6,"BND":1}},"isVote":1,"tweetType":1,"viewCount":3072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026716183,"gmtCreate":1653435386942,"gmtModify":1676535280138,"author":{"id":"4089010487435940","authorId":"4089010487435940","name":"yapfuiping","avatar":"https://static.tigerbbs.com/3a27fbd615737b61aec5a628994a8a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089010487435940","idStr":"4089010487435940"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026716183","repostId":"2238130573","repostType":4,"isVote":1,"tweetType":1,"viewCount":3418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}