2aea3437
2021-05-26
Prices up
Stellar 2Y Auction Reeks Of Deflation With Strongest Metrics Of 2021<blockquote>2021 年最强劲指标的出色 2 年拍卖散发着通货紧缩的气息</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
坐看云起时1234
2021-05-26
坐看云起时1234
什么理解水平？是物价上涨结束了。大宗商品停涨，债券利率下降。。。。。。
坐看云起时1234
2021-05-26
坐看云起时1234
好好读书吧。。。。
什么也没有了～
APP内打开
发表看法
4
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":136169594,"tweetId":"136169594","gmtCreate":1621999750419,"gmtModify":1634184794873,"author":{"id":3581744586945602,"idStr":"3581744586945602","authorId":3581744586945602,"authorIdStr":"3581744586945602","name":"2aea3437","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Prices up</p></body></html>","htmlText":"<html><head></head><body><p>Prices up</p></body></html>","text":"Prices up","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/136169594","repostId":1192037578,"repostType":4,"repost":{"id":"1192037578","kind":"news","pubTimestamp":1621999083,"share":"https://www.laohunote.com/m/news/1192037578?lang=zh_CN&edition=full","pubTime":"2021-05-26 11:18","market":"us","language":"en","title":"Stellar 2Y Auction Reeks Of Deflation With Strongest Metrics Of 2021<blockquote>2021 年最强劲指标的出色 2 年拍卖散发着通货紧缩的气息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192037578","media":"zerohedge","summary":"Up until mid-May, the prevailing narrative and conventional wisdom on Wall Street (as the latest Bof","content":"<p>Up until mid-May, the prevailing narrative and conventional wisdom on Wall Street (as the latest BofA Fund Manager Survey confirmed) is that an inflationary shockwave had been unleashed and the Fed would have no choice but to taper and hike rates much earlier than it has projected. Then, over the past two weeks, commodities finally cracked and the reflationary narrative got hammered, with benchmark 10Y yields, breakevens and real rates all sliding in unison as the real most popular trade on Wall Street (not bitcoin but \"reflation\") was rapidly unwound and tech stocks spiked.</p><p><blockquote>直到 5 月中旬，华尔街的普遍说法和传统观点（正如美国银行最新的基金经理调查所证实的那样）是，通胀冲击波已经释放，美联储别无选择，只能比预期更早缩减和加息。然后，在过去的两周里，大宗商品终于崩溃，通货膨胀再膨胀的说法受到打击，基准 10 年期国债收益率、盈亏平衡点和实际利率都同步下滑，因为华尔街真正最受欢迎的交易（不是比特币，而是“通货膨胀再膨胀”）迅速解开，科技股飙升。</blockquote></p><p> Well,<b>there was positively a stench of deflation from the just concluded sale of $60BN in 2Y notes which was by and far the strongest auction of 2 year paper not only in 2021 but for the past year.</b></p><p><blockquote>嗯，<b>刚刚结束的 600 亿美元 2 年期票据出售确实散发出通货紧缩的气息，这是迄今为止 2021 年乃至过去一年中最强劲的 2 年期票据拍卖。</b></blockquote></p><p> Printing at a high yield of 0.152%, this was a 2.3bps drop from April and the same as March. Furthermore, printing 0.7bps inside the When Issued, this was the strongest auction as measured by the Stop Through going back to April 2020 when the world was caught in a deflationary collapse and everyone was rushing to the safety of TSYs.</p><p><blockquote>印刷产量高达0.152%，较4月份下降2.3个基点，与3月份持平。此外，在发布时打印0.7个基点，这是自2020年4月以来最强劲的拍卖，当时世界陷入通货紧缩崩溃，每个人都在争夺TSYs的安全。</blockquote></p><p> The bid to cover was especially notable, soaring to 2.736 from 2.339 in April and the highest since August 2020.</p><p><blockquote>回补买盘尤其引人注目，从 4 月份的 2.339 飙升至 2.736，为 2020 年 8 月以来的最高水平。</blockquote></p><p> Completing the deflationary picture - and surging demand for short-term paper - Indirects took down 57.1% of the auction, far above last month's dismal 43.6% and the highest since February. And with Directs taking down 18.03%, Dealers were left holding just 24.9%, the lowest since November 2019.</p><p><blockquote>完成通货紧缩的画面——以及对短期票据的激增——间接减少了 57.1% 的拍卖，远高于上个月惨淡的 43.6%，也是 2 月份以来的最高水平。Directs 下跌 18.03%，经销商仅持有 24.9%，为 2019 年 11 月以来的最低水平。</blockquote></p><p> Altogether, a blockbuster 2Y auction, and one which was more notable for what it signaled, and that is that the bond market is suddenly far less convinced that the Fed will be hiking rates in the next two years.</p><p><blockquote>总的来说，这是一次轰动一时的两年期拍卖，其中一次更引人注目的是它所发出的信号，那就是债券市场突然对美联储将在未来两年加息的信心大大降低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ffb7c094ed402e79cf27b5887f6e49a1\" tg-width=\"1280\" tg-height=\"803\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stellar 2Y Auction Reeks Of Deflation With Strongest Metrics Of 2021<blockquote>2021 年最强劲指标的出色 2 年拍卖散发着通货紧缩的气息</blockquote></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\">\nStellar 2Y Auction Reeks Of Deflation With Strongest Metrics Of 2021<blockquote>2021 年最强劲指标的出色 2 年拍卖散发着通货紧缩的气息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-26 11:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Up until mid-May, the prevailing narrative and conventional wisdom on Wall Street (as the latest BofA Fund Manager Survey confirmed) is that an inflationary shockwave had been unleashed and the Fed would have no choice but to taper and hike rates much earlier than it has projected. Then, over the past two weeks, commodities finally cracked and the reflationary narrative got hammered, with benchmark 10Y yields, breakevens and real rates all sliding in unison as the real most popular trade on Wall Street (not bitcoin but \"reflation\") was rapidly unwound and tech stocks spiked.</p><p><blockquote>直到 5 月中旬，华尔街的普遍说法和传统观点（正如美国银行最新的基金经理调查所证实的那样）是，通胀冲击波已经释放，美联储别无选择，只能比预期更早缩减和加息。然后，在过去的两周里，大宗商品终于崩溃，通货膨胀再膨胀的说法受到打击，基准 10 年期国债收益率、盈亏平衡点和实际利率都同步下滑，因为华尔街真正最受欢迎的交易（不是比特币，而是“通货膨胀再膨胀”）迅速解开，科技股飙升。</blockquote></p><p> Well,<b>there was positively a stench of deflation from the just concluded sale of $60BN in 2Y notes which was by and far the strongest auction of 2 year paper not only in 2021 but for the past year.</b></p><p><blockquote>嗯，<b>刚刚结束的 600 亿美元 2 年期票据出售确实散发出通货紧缩的气息，这是迄今为止 2021 年乃至过去一年中最强劲的 2 年期票据拍卖。</b></blockquote></p><p> Printing at a high yield of 0.152%, this was a 2.3bps drop from April and the same as March. Furthermore, printing 0.7bps inside the When Issued, this was the strongest auction as measured by the Stop Through going back to April 2020 when the world was caught in a deflationary collapse and everyone was rushing to the safety of TSYs.</p><p><blockquote>印刷产量高达0.152%，较4月份下降2.3个基点，与3月份持平。此外，在发布时打印0.7个基点，这是自2020年4月以来最强劲的拍卖，当时世界陷入通货紧缩崩溃，每个人都在争夺TSYs的安全。</blockquote></p><p> The bid to cover was especially notable, soaring to 2.736 from 2.339 in April and the highest since August 2020.</p><p><blockquote>回补买盘尤其引人注目，从 4 月份的 2.339 飙升至 2.736，为 2020 年 8 月以来的最高水平。</blockquote></p><p> Completing the deflationary picture - and surging demand for short-term paper - Indirects took down 57.1% of the auction, far above last month's dismal 43.6% and the highest since February. And with Directs taking down 18.03%, Dealers were left holding just 24.9%, the lowest since November 2019.</p><p><blockquote>完成通货紧缩的画面——以及对短期票据的激增——间接减少了 57.1% 的拍卖，远高于上个月惨淡的 43.6%，也是 2 月份以来的最高水平。Directs 下跌 18.03%，经销商仅持有 24.9%，为 2019 年 11 月以来的最低水平。</blockquote></p><p> Altogether, a blockbuster 2Y auction, and one which was more notable for what it signaled, and that is that the bond market is suddenly far less convinced that the Fed will be hiking rates in the next two years.</p><p><blockquote>总的来说，这是一次轰动一时的两年期拍卖，其中一次更引人注目的是它所发出的信号，那就是债券市场突然对美联储将在未来两年加息的信心大大降低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ffb7c094ed402e79cf27b5887f6e49a1\" tg-width=\"1280\" tg-height=\"803\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/stellar-2y-auction-reeks-deflation-strongest-metrics-2021\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\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","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/stellar-2y-auction-reeks-deflation-strongest-metrics-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192037578","content_text":"Up until mid-May, the prevailing narrative and conventional wisdom on Wall Street (as the latest BofA Fund Manager Survey confirmed) is that an inflationary shockwave had been unleashed and the Fed would have no choice but to taper and hike rates much earlier than it has projected. Then, over the past two weeks, commodities finally cracked and the reflationary narrative got hammered, with benchmark 10Y yields, breakevens and real rates all sliding in unison as the real most popular trade on Wall Street (not bitcoin but \"reflation\") was rapidly unwound and tech stocks spiked.\nWell,there was positively a stench of deflation from the just concluded sale of $60BN in 2Y notes which was by and far the strongest auction of 2 year paper not only in 2021 but for the past year.\nPrinting at a high yield of 0.152%, this was a 2.3bps drop from April and the same as March. Furthermore, printing 0.7bps inside the When Issued, this was the strongest auction as measured by the Stop Through going back to April 2020 when the world was caught in a deflationary collapse and everyone was rushing to the safety of TSYs.\nThe bid to cover was especially notable, soaring to 2.736 from 2.339 in April and the highest since August 2020.\nCompleting the deflationary picture - and surging demand for short-term paper - Indirects took down 57.1% of the auction, far above last month's dismal 43.6% and the highest since February. And with Directs taking down 18.03%, Dealers were left holding just 24.9%, the lowest since November 2019.\nAltogether, a blockbuster 2Y auction, and one which was more notable for what it signaled, and that is that the bond market is suddenly far less convinced that the Fed will be hiking rates in the next two years.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":668,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":4453105,"commentId":"4453105","gmtCreate":1622003131791,"gmtModify":1622003131791,"authorId":3555052430710571,"author":{"id":3555052430710571,"idStr":"3555052430710571","authorId":3555052430710571,"name":"坐看云起时1234","avatar":"https://static.tigerbbs.com/00fd98617303574278b638c749ee4d94","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":136169594,"objectIdStr":"136169594","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>什么理解水平？是物价上涨结束了。大宗商品停涨，债券利率下降。。。。。。</p>","text":"<p>什么理解水平？是物价上涨结束了。大宗商品停涨，债券利率下降。。。。。。</p>","html":"<p>什么理解水平？是物价上涨结束了。大宗商品停涨，债券利率下降。。。。。。</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":4453110,"commentId":"4453110","gmtCreate":1622003150699,"gmtModify":1622003150699,"authorId":3555052430710571,"author":{"id":3555052430710571,"idStr":"3555052430710571","authorId":3555052430710571,"name":"坐看云起时1234","avatar":"https://static.tigerbbs.com/00fd98617303574278b638c749ee4d94","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":136169594,"objectIdStr":"136169594","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>好好读书吧。。。。</p>","text":"<p>好好读书吧。。。。</p>","html":"<p>好好读书吧。。。。</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/136169594"}
精彩评论
什么理解水平？是物价上涨结束了。大宗商品停涨，债券利率下降。。。。。。
好好读书吧。。。。