Always buy growth_老虎社区_美港股上老虎

2021-07-14

Always buy growth

Why US Economic Conditions Are 'Just Right' For The Stock Market Rally To Continue<blockquote>为什么美国经济状况“恰到好处”适合股市继续上涨</blockquote>

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However, the Federal Reserve has said elevated inflation levels will be “transitory” as the economy reopens to full capacity following the pandemic.<blockquote>经济最佳点：周二，劳工部报告称，6月份消费者价格指数上涨5.4%，为近13年来的最大涨幅。然而，美联储表示，随着经济在大流行后全面开放，通胀水平上升将是“暂时的”。</blockquote> Bank of America analyst Jared Woodard believes the U.S. economy is in a sweet spot of bullish equity market momentum, rising employment, and a favorable credit market that will keep stocks rising in the second half of the year.<blockquote>美国银行分析师Jared Woodard认为，美国经济正处于股市看涨势头、就业增加和有利的信贷市场的最佳位置，这将使股市在下半年保持上涨。</blockquote> “We see ‘just right’ conditions for equities &amp; credit given consumer strength, credit market dry powder, and easy policy,” Woodard wrote in a note.<blockquote>伍德尔德在一份报告中写道：“鉴于消费者实力、信贷市场干粉和宽松政策，我们认为股票和信贷的状况‘恰到好处’。”</blockquote> Bullish Catalysts:<blockquote>看涨催化剂：</blockquote> U.S. banks have massive balance sheets, which was recently confirmed by the annual stress tests. Woodard said that dry powder can help facilitate productivity growth once the new capex cycle begins in the second half of the year.<blockquote>美国银行拥有庞大的资产负债表，最近的年度压力测试证实了这一点。伍德尔德表示，一旦下半年新的资本支出周期开始，干粉可以帮助促进生产率增长。</blockquote> Finally, Woodard said the outlook for central bank and political policies is favorable heading into the second half of the year. The infrastructure spending bill is likely already priced into the market at this point, and it’s not too large to contribute to excess stimulus hyperinflation concerns. In addition, the Fed isn't expected to raise interest rates until 2023, so fears over rising rates will likely not hold back stock prices in the near term.<blockquote>最后，伍德尔德表示，进入今年下半年，央行和政治政策的前景是有利的。基础设施支出法案目前可能已经被市场定价，而且规模还不会太大，不会引发过度刺激恶性通胀的担忧。此外，预计美联储要到2023年才会加息，因此对利率上升的担忧可能不会在短期内拖累股价。</blockquote> Benzinga’s Take:TheSPDR S&amp;P 500 ETF Trust(NYSE:SPY) has generated a 99.8% total return since the market hit its pandemic bottom on March 23, 2020. The stock market is clearly pricing in some extremely high recovery expectations, but given more than $6 trillion in stimulus measures, extremely easy year-over-year comps and no major obstacles on the horizon, the S&amp;P 500 appears well-positioned to continue its bullish momentum in the third quarter and beyond.<blockquote>Benzinga的看法：TheSPDR标普500 ETF信托自2020年3月23日市场触底以来，（纽约证券交易所股票代码：SPDR标普500指数ETF）的总回报率为99.8%。股市显然消化了一些极高的复苏预期，但考虑到超过6万亿美元的刺激措施、极其轻松的同比增长以及即将出现的重大障碍，标普500似乎处于有利地位，可以继续其看涨势头。第三季度及以后的势头。</blockquote>","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>Why US Economic Conditions Are 'Just Right' For The Stock Market Rally To Continue<blockquote>为什么美国经济状况“恰到好处”适合股市继续上涨</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\">\nWhy US Economic Conditions Are 'Just Right' For The Stock Market Rally To Continue<blockquote>为什么美国经济状况“恰到好处”适合股市继续上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-07-14 12:04\n</div>\n</div>\n</h4>\n</header>\n<article>\nIn the second quarter, two of the biggest fears among investors were that wage growth and inflation would run too hot.<blockquote>第二季度，投资者最大的两个担忧是工资增长和通胀过热。</blockquote> Heading into the third quarter, inflation remains well above historical norms, but there’s also a growing concern that GDP growth could disappoint and corporate earnings and guidance will start showing signs of peaking.<blockquote>进入第三季度，通胀仍远高于历史正常水平，但人们也越来越担心GDP增长可能令人失望，企业盈利和指引将开始显示出见顶的迹象。</blockquote> Economic Sweet Spot:On Tuesday, the Labor Department reported the consumer price index increased 5.4% in the month of June, its largest gain in nearly 13 years. However, the Federal Reserve has said elevated inflation levels will be “transitory” as the economy reopens to full capacity following the pandemic.<blockquote>经济最佳点：周二，劳工部报告称，6月份消费者价格指数上涨5.4%，为近13年来的最大涨幅。然而，美联储表示，随着经济在大流行后全面开放，通胀水平上升将是“暂时的”。</blockquote> Bank of America analyst Jared Woodard believes the U.S. economy is in a sweet spot of bullish equity market momentum, rising employment, and a favorable credit market that will keep stocks rising in the second half of the year.<blockquote>美国银行分析师Jared Woodard认为，美国经济正处于股市看涨势头、就业增加和有利的信贷市场的最佳位置，这将使股市在下半年保持上涨。</blockquote> “We see ‘just right’ conditions for equities &amp; credit given consumer strength, credit market dry powder, and easy policy,” Woodard wrote in a note.<blockquote>伍德尔德在一份报告中写道：“鉴于消费者实力、信贷市场干粉和宽松政策，我们认为股票和信贷的状况‘恰到好处’。”</blockquote> Bullish Catalysts:<blockquote>看涨催化剂：</blockquote> U.S. banks have massive balance sheets, which was recently confirmed by the annual stress tests. Woodard said that dry powder can help facilitate productivity growth once the new capex cycle begins in the second half of the year.<blockquote>美国银行拥有庞大的资产负债表，最近的年度压力测试证实了这一点。伍德尔德表示，一旦下半年新的资本支出周期开始，干粉可以帮助促进生产率增长。</blockquote> Finally, Woodard said the outlook for central bank and political policies is favorable heading into the second half of the year. The infrastructure spending bill is likely already priced into the market at this point, and it’s not too large to contribute to excess stimulus hyperinflation concerns. In addition, the Fed isn't expected to raise interest rates until 2023, so fears over rising rates will likely not hold back stock prices in the near term.<blockquote>最后，伍德尔德表示，进入今年下半年，央行和政治政策的前景是有利的。基础设施支出法案目前可能已经被市场定价，而且规模还不会太大，不会引发过度刺激恶性通胀的担忧。此外，预计美联储要到2023年才会加息，因此对利率上升的担忧可能不会在短期内拖累股价。</blockquote> Benzinga’s Take:TheSPDR S&amp;P 500 ETF Trust(NYSE:SPY) has generated a 99.8% total return since the market hit its pandemic bottom on March 23, 2020. The stock market is clearly pricing in some extremely high recovery expectations, but given more than $6 trillion in stimulus measures, extremely easy year-over-year comps and no major obstacles on the horizon, the S&amp;P 500 appears well-positioned to continue its bullish momentum in the third quarter and beyond.<blockquote>Benzinga的看法：TheSPDR标普500 ETF信托自2020年3月23日市场触底以来，（纽约证券交易所股票代码：SPDR标普500指数ETF）的总回报率为99.8%。股市显然消化了一些极高的复苏预期，但考虑到超过6万亿美元的刺激措施、极其轻松的同比增长以及即将出现的重大障碍，标普500似乎处于有利地位，可以继续其看涨势头。第三季度及以后的势头。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112852623","content_text":"In the second quarter, two of the biggest fears among investors were that wage growth and inflation would run too hot.\nHeading into the third quarter, inflation remains well above historical norms, but there’s also a growing concern that GDP growth could disappoint and corporate earnings and guidance will start showing signs of peaking.\nEconomic Sweet Spot:On Tuesday, the Labor Department reported the consumer price index increased 5.4% in the month of June, its largest gain in nearly 13 years. However, the Federal Reserve has said elevated inflation levels will be “transitory” as the economy reopens to full capacity following the pandemic.\nBank of America analyst Jared Woodard believes the U.S. economy is in a sweet spot of bullish equity market momentum, rising employment, and a favorable credit market that will keep stocks rising in the second half of the year.\n“We see ‘just right’ conditions for equities & credit given consumer strength, credit market dry powder, and easy policy,” Woodard wrote in a note.\nBullish Catalysts:\nU.S. banks have massive balance sheets, which was recently confirmed by the annual stress tests. Woodard said that dry powder can help facilitate productivity growth once the new capex cycle begins in the second half of the year.\nFinally, Woodard said the outlook for central bank and political policies is favorable heading into the second half of the year. The infrastructure spending bill is likely already priced into the market at this point, and it’s not too large to contribute to excess stimulus hyperinflation concerns. In addition, the Fed isn't expected to raise interest rates until 2023, so fears over rising rates will likely not hold back stock prices in the near term.\nBenzinga’s Take:TheSPDR S&P 500 ETF Trust(NYSE:SPY) has generated a 99.8% total return since the market hit its pandemic bottom on March 23, 2020. The stock market is clearly pricing in some extremely high recovery expectations, but given more than $6 trillion in stimulus measures, extremely easy year-over-year comps and no major obstacles on the horizon, the S&P 500 appears well-positioned to continue its bullish momentum in the third quarter and beyond.","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1461,"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":15,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/145457496"}