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2021-04-05
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Here’s the $4.5 trillion ‘firepower’ that will drive stocks higher in April, says top strategist<blockquote>顶级策略师表示，这是4.5万亿美元的“火力”，将推动4月份股市走高</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":349522570,"tweetId":"349522570","gmtCreate":1617627706190,"gmtModify":1634297476421,"author":{"id":3571377316940818,"idStr":"3571377316940818","authorId":3571377316940818,"authorIdStr":"3571377316940818","name":"cd1212","avatar":"https://static.tigerbbs.com/eb4d8cf7f29f6796356fd20aa69d30bb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Comment</p></body></html>","htmlText":"<html><head></head><body><p>Comment</p></body></html>","text":"Comment","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/349522570","repostId":1130993065,"repostType":4,"repost":{"id":"1130993065","kind":"news","pubTimestamp":1617627632,"share":"https://www.laohu8.com/m/news/1130993065?lang=zh_CN&edition=full","pubTime":"2021-04-05 21:00","market":"us","language":"en","title":"Here’s the $4.5 trillion ‘firepower’ that will drive stocks higher in April, says top strategist<blockquote>顶级策略师表示，这是4.5万亿美元的“火力”，将推动4月份股市走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130993065","media":"MarketWatch","summary":"A new month is off to a bullish start, or so it seems, as stock futures climb following Friday’s bet","content":"<p>A new month is off to a bullish start, or so it seems, as stock futures climb following Friday’s better-than-expected,916,000 gain in March jobs, which underpins investor hopes for a strong post-COVID-19 rebound.</p><p><blockquote>新的一个月有了一个看涨的开始，或者看起来是这样，在周五3月份就业岗位增加916,000个好于预期之后，股指期货攀升，这支撑了投资者对COVID-19后强劲反弹的希望。</blockquote></p><p>As for the data, there’s a lot to like, according to Tim Duy, chief U.S. economist at SGH Macro Advisors.</p><p><blockquote>SGH Macro Advisors首席美国经济学家蒂姆·杜伊(Tim Duy)表示，至于数据，有很多值得喜欢的地方。</blockquote></p><p>“Assuming the pandemic only comes under greater control this year, I suspect a substantial impediment limiting the pace of job growth this year will be the pace at which firms can hire employees. Firing is easier than hiring and employers are now scrambling to add workers,” Duy told clients in a note.</p><p><blockquote>“假设今年疫情得到更好的控制，我怀疑限制今年就业增长速度的一个重大障碍将是公司雇用员工的速度。解雇比雇用更容易，雇主现在正在争先恐后地增加工人，”杜伊在一份报告中告诉客户。</blockquote></p><p>Hence, watch for those “we can’t hire worker” stories, to come, he says.</p><p><blockquote>因此，他说，请留意那些“我们雇不到工人”的故事。</blockquote></p><p>Onto our <b>call of the day</b> from Fundstrat Global Advisors’s founder Thomas Lee, who says the “face ripper” rally he recently predicted shows no signs of easing up. And there’s a $4.5 trillion reason to believe gains will carry into April, he told clients.</p><p><blockquote>到我们的<b>今日看涨期权</b>Fundstrat Global Advisors创始人Thomas Lee表示，他最近预测的“开膛手”反弹没有减弱的迹象。他告诉客户，有4.5万亿美元的理由相信收益将持续到4月份。</blockquote></p><p>Aside from the positives out there already for this market — a strong economy and vaccine rollout — Lee points to a pile of institutional money on the sidelines, with cash balances at $3 trillion, the highest since June 2020. That’s against $2.764 trillion at the start of 2021, a “dramatic” gain of 9% or $241 billion, said Lee.</p><p><blockquote>除了这个市场已经出现的积极因素——强劲的经济和疫苗的推出——Lee指出，大量机构资金处于观望状态，现金余额为3万亿美元，为2020年6月以来的最高水平。Lee表示，与2021年初的2.764万亿美元相比，“大幅”增长了9%，即2,410亿美元。</blockquote></p><p>A cautious stance by institutions that went “parabolic” in the last half of March, adds to the $1.5 trillion in retail money market cash.</p><p><blockquote>机构在3月下半月采取了“抛物线”的谨慎立场，增加了1.5万亿美元的零售货币市场现金。</blockquote></p><p>“Total cash on the sidelines is $4.5 trillion = tons and tons of firepower on the sidelines. This bodes well for April equity gains,” said Lee.</p><p><blockquote>“场外现金总额为4.5万亿美元=吨和场外火力。这对4月份股市上涨来说是个好兆头，”Lee说。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fb2b63c34415ffe19164a54a324b427d\" tg-width=\"1259\" tg-height=\"790\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Lee expects small-caps, energy and cyclical stocks — geared toward an economic recovery — to continue leading into the second quarter.</p><p><blockquote>Lee预计，面向经济复苏的小盘股、能源股和周期性股将继续引领第二季度。</blockquote></p><p>“Recall that cyclicals are only 33% of the S&P 500 overall weight and more than 60% of the Russell 2000 index. So if Cyclicals, aka Epicenter, work, small-cap stocks will outperform,” he said.</p><p><blockquote>“回想一下，周期性股票仅占标普500总权重的33%，占Russell 2000指数的60%以上。因此，如果周期性股票（又名震中）发挥作用，小盘股将跑赢大盘，”他说。</blockquote></p><p><b>Watch this chart</b></p><p><blockquote><b>看这张图表</b></blockquote></p><p>Adam Kobeissi, founder and editor in chief of The Kobeissi Letter, expects the bullish jobs report to send the S&P 500 to 4,035 to 4,050 in the near term, but from there he’d like to see it pull back to 3,950 to 4,000, to set up for another higher low before a move toward 4,100.</p><p><blockquote>The Kobeissi Letter的创始人兼主编Adam Kobeissi预计，看涨的就业报告将使标普500在短期内升至4,035至4,050点，但他希望看到该指数从那里回落至3,950至4,000点，在升至4,100点之前，将创下另一个更高的低点。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9abfb431da31b94898bf8d11e3744681\" tg-width=\"1259\" tg-height=\"706\" referrerpolicy=\"no-referrer\"><span>THE KOBEISSI LETTER</span></p><p><blockquote><p class=\"t-img-caption\"><span>科贝西信</span></p></blockquote></p><p>“Therefore, we are remaining on the sidelines to start this week, as stepping in front of a market this strong is not a stance we want to take, and will maintain a medium term bullish outlook with the intention of getting back into our bullish positions in the wake of a drop in the market,” Kobeissi told subscribers.</p><p><blockquote>“因此，本周开始我们将保持观望，因为面对如此强劲的市场并不是我们想要采取的立场，我们将维持中期看涨前景，以期重新进入我们的市场。市场下跌后的看涨头寸，”科贝西告诉订阅者。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nHere’s the $4.5 trillion ‘firepower’ that will drive stocks higher in April, says top strategist<blockquote>顶级策略师表示，这是4.5万亿美元的“火力”，将推动4月份股市走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-05 21:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A new month is off to a bullish start, or so it seems, as stock futures climb following Friday’s better-than-expected,916,000 gain in March jobs, which underpins investor hopes for a strong post-COVID-19 rebound.</p><p><blockquote>新的一个月有了一个看涨的开始，或者看起来是这样，在周五3月份就业岗位增加916,000个好于预期之后，股指期货攀升，这支撑了投资者对COVID-19后强劲反弹的希望。</blockquote></p><p>As for the data, there’s a lot to like, according to Tim Duy, chief U.S. economist at SGH Macro Advisors.</p><p><blockquote>SGH Macro Advisors首席美国经济学家蒂姆·杜伊(Tim Duy)表示，至于数据，有很多值得喜欢的地方。</blockquote></p><p>“Assuming the pandemic only comes under greater control this year, I suspect a substantial impediment limiting the pace of job growth this year will be the pace at which firms can hire employees. Firing is easier than hiring and employers are now scrambling to add workers,” Duy told clients in a note.</p><p><blockquote>“假设今年疫情得到更好的控制，我怀疑限制今年就业增长速度的一个重大障碍将是公司雇用员工的速度。解雇比雇用更容易，雇主现在正在争先恐后地增加工人，”杜伊在一份报告中告诉客户。</blockquote></p><p>Hence, watch for those “we can’t hire worker” stories, to come, he says.</p><p><blockquote>因此，他说，请留意那些“我们雇不到工人”的故事。</blockquote></p><p>Onto our <b>call of the day</b> from Fundstrat Global Advisors’s founder Thomas Lee, who says the “face ripper” rally he recently predicted shows no signs of easing up. And there’s a $4.5 trillion reason to believe gains will carry into April, he told clients.</p><p><blockquote>到我们的<b>今日看涨期权</b>Fundstrat Global Advisors创始人Thomas Lee表示，他最近预测的“开膛手”反弹没有减弱的迹象。他告诉客户，有4.5万亿美元的理由相信收益将持续到4月份。</blockquote></p><p>Aside from the positives out there already for this market — a strong economy and vaccine rollout — Lee points to a pile of institutional money on the sidelines, with cash balances at $3 trillion, the highest since June 2020. That’s against $2.764 trillion at the start of 2021, a “dramatic” gain of 9% or $241 billion, said Lee.</p><p><blockquote>除了这个市场已经出现的积极因素——强劲的经济和疫苗的推出——Lee指出，大量机构资金处于观望状态，现金余额为3万亿美元，为2020年6月以来的最高水平。Lee表示，与2021年初的2.764万亿美元相比，“大幅”增长了9%，即2,410亿美元。</blockquote></p><p>A cautious stance by institutions that went “parabolic” in the last half of March, adds to the $1.5 trillion in retail money market cash.</p><p><blockquote>机构在3月下半月采取了“抛物线”的谨慎立场，增加了1.5万亿美元的零售货币市场现金。</blockquote></p><p>“Total cash on the sidelines is $4.5 trillion = tons and tons of firepower on the sidelines. This bodes well for April equity gains,” said Lee.</p><p><blockquote>“场外现金总额为4.5万亿美元=吨和场外火力。这对4月份股市上涨来说是个好兆头，”Lee说。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fb2b63c34415ffe19164a54a324b427d\" tg-width=\"1259\" tg-height=\"790\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Lee expects small-caps, energy and cyclical stocks — geared toward an economic recovery — to continue leading into the second quarter.</p><p><blockquote>Lee预计，面向经济复苏的小盘股、能源股和周期性股将继续引领第二季度。</blockquote></p><p>“Recall that cyclicals are only 33% of the S&P 500 overall weight and more than 60% of the Russell 2000 index. So if Cyclicals, aka Epicenter, work, small-cap stocks will outperform,” he said.</p><p><blockquote>“回想一下，周期性股票仅占标普500总权重的33%，占Russell 2000指数的60%以上。因此，如果周期性股票（又名震中）发挥作用，小盘股将跑赢大盘，”他说。</blockquote></p><p><b>Watch this chart</b></p><p><blockquote><b>看这张图表</b></blockquote></p><p>Adam Kobeissi, founder and editor in chief of The Kobeissi Letter, expects the bullish jobs report to send the S&P 500 to 4,035 to 4,050 in the near term, but from there he’d like to see it pull back to 3,950 to 4,000, to set up for another higher low before a move toward 4,100.</p><p><blockquote>The Kobeissi Letter的创始人兼主编Adam Kobeissi预计，看涨的就业报告将使标普500在短期内升至4,035至4,050点，但他希望看到该指数从那里回落至3,950至4,000点，在升至4,100点之前，将创下另一个更高的低点。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9abfb431da31b94898bf8d11e3744681\" tg-width=\"1259\" tg-height=\"706\" referrerpolicy=\"no-referrer\"><span>THE KOBEISSI LETTER</span></p><p><blockquote><p class=\"t-img-caption\"><span>科贝西信</span></p></blockquote></p><p>“Therefore, we are remaining on the sidelines to start this week, as stepping in front of a market this strong is not a stance we want to take, and will maintain a medium term bullish outlook with the intention of getting back into our bullish positions in the wake of a drop in the market,” Kobeissi told subscribers.</p><p><blockquote>“因此，本周开始我们将保持观望，因为面对如此强劲的市场并不是我们想要采取的立场，我们将维持中期看涨前景，以期重新进入我们的市场。市场下跌后的看涨头寸，”科贝西告诉订阅者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/heres-the-4-5-trillion-firepower-that-will-drive-stocks-higher-in-april-says-top-strategist-11617621774?mod=home-page\">MarketWatch</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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/heres-the-4-5-trillion-firepower-that-will-drive-stocks-higher-in-april-says-top-strategist-11617621774?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130993065","content_text":"A new month is off to a bullish start, or so it seems, as stock futures climb following Friday’s better-than-expected,916,000 gain in March jobs, which underpins investor hopes for a strong post-COVID-19 rebound.As for the data, there’s a lot to like, according to Tim Duy, chief U.S. economist at SGH Macro Advisors.“Assuming the pandemic only comes under greater control this year, I suspect a substantial impediment limiting the pace of job growth this year will be the pace at which firms can hire employees. Firing is easier than hiring and employers are now scrambling to add workers,” Duy told clients in a note.Hence, watch for those “we can’t hire worker” stories, to come, he says.Onto our call of the day from Fundstrat Global Advisors’s founder Thomas Lee, who says the “face ripper” rally he recently predicted shows no signs of easing up. And there’s a $4.5 trillion reason to believe gains will carry into April, he told clients.Aside from the positives out there already for this market — a strong economy and vaccine rollout — Lee points to a pile of institutional money on the sidelines, with cash balances at $3 trillion, the highest since June 2020. That’s against $2.764 trillion at the start of 2021, a “dramatic” gain of 9% or $241 billion, said Lee.A cautious stance by institutions that went “parabolic” in the last half of March, adds to the $1.5 trillion in retail money market cash.“Total cash on the sidelines is $4.5 trillion = tons and tons of firepower on the sidelines. This bodes well for April equity gains,” said Lee.Lee expects small-caps, energy and cyclical stocks — geared toward an economic recovery — to continue leading into the second quarter.“Recall that cyclicals are only 33% of the S&P 500 overall weight and more than 60% of the Russell 2000 index. So if Cyclicals, aka Epicenter, work, small-cap stocks will outperform,” he said.Watch this chartAdam Kobeissi, founder and editor in chief of The Kobeissi Letter, expects the bullish jobs report to send the S&P 500 to 4,035 to 4,050 in the near term, but from there he’d like to see it pull back to 3,950 to 4,000, to set up for another higher low before a move toward 4,100.THE KOBEISSI LETTER“Therefore, we are remaining on the sidelines to start this week, as stepping in front of a market this strong is not a stance we want to take, and will maintain a medium term bullish outlook with the intention of getting back into our bullish positions in the wake of a drop in the market,” Kobeissi told subscribers.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":360,"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":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/349522570"}
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