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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，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":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Comment</body></html>","htmlText":"<html><head></head><body>Comment</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.laohunote.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，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":"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&nbsp;in March jobs, which underpins investor hopes for a strong post-COVID-19 rebound.<blockquote>在周五 3 月份新增就业岗位 91.6 万个好于预期之后，股指期货攀升，这巩固了投资者对 COVID-19 后强劲反弹的希望。</blockquote>As for the data, there’s a lot to like, according to Tim Duy, chief U.S. economist at SGH Macro Advisors.<blockquote>SGH Macro Advisors 首席美国经济学家蒂姆-杜伊（Tim Duy）认为，至于数据，有很多值得称道的地方。</blockquote>“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.<blockquote>“假设今年大流行病只能得到更好的控制，我怀疑限制今年就业增长速度的一个主要障碍将是企业招聘员工的速度。解雇比招聘容易，雇主们现在都在争先恐后地增加员工，”杜伊在一份说明中告诉客户。</blockquote>Hence, watch for those “we can’t hire worker” stories, to come, he says.<blockquote>因此，他说，要留意那些 “我们雇不到工人 ”的故事。</blockquote>Onto our&nbsp;call of the day&nbsp;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.<blockquote>到我们的今日看涨期权Fundstrat Global Advisors 创始人托马斯-李（Thomas Lee）表示，他最近预测的 “撕脸 ”反弹没有放缓的迹象。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>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.<blockquote>除了这个市场已经存在的积极因素——强劲的经济和疫苗的推出——李指出，还有大量机构资金处于观望状态，现金余额达到 3 万亿美元，为 2020 年 6 月以来的最高水平。李说，与 2021 年初的 2.764 万亿美元相比，这一数字 “戏剧性 ”增长了 9%，即 2410 亿美元。</blockquote>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.<blockquote>3 月下半月 “抛物线 ”的机构采取了谨慎的立场，使零售货币市场现金达到 1.5 万亿美元。</blockquote>“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.<blockquote>“场外现金总额为 4.5 万亿美元 = 场外火力成吨。这对 4 月份的股价上涨来说是个好兆头，”李说。</blockquote><img src=\"https://static.tigerbbs.com/fb2b63c34415ffe19164a54a324b427d\" tg-width=\"1259\" tg-height=\"790\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Lee expects small-caps, energy and cyclical stocks — geared toward an economic recovery — to continue leading into the second quarter.<blockquote>李预计，面向经济复苏的小盘股、能源股和周期性股将继续领先第二季度。</blockquote>“Recall that cyclicals are only 33% of the S&amp;P 500&nbsp;overall weight and more than 60% of the Russell 2000 index.&nbsp; So if Cyclicals, aka Epicenter, work, small-cap stocks will outperform,” he said.<blockquote>“回想一下，周期性股票仅占标普500总权重的 33%，占罗素 2000 指数的 60% 以上。因此，如果周期性股票（即震中）发挥作用，小盘股的表现将优于大盘，”他说。</blockquote>Watch this chart<blockquote>观看此图表</blockquote>Adam Kobeissi, founder and editor in chief of&nbsp;The Kobeissi Letter, expects the bullish jobs report to send the S&amp;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.<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在短期内达到 4,035 至 4,050 人，但他希望看到就业报告回落至 3,950 至 4,000 人，为另一个更高的低点奠定基础，然后再向 4,100 人移动。</blockquote><img src=\"https://static.tigerbbs.com/9abfb431da31b94898bf8d11e3744681\" tg-width=\"1259\" tg-height=\"706\" referrerpolicy=\"no-referrer\">THE KOBEISSI LETTER<blockquote>科贝西信</blockquote>“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.<blockquote>“科贝西对订户说：”因此，本周我们将保持观望态度，因为在如此强劲的市场面前站稳脚跟并不是我们想采取的立场，我们将维持中期看涨前景，打算在市场下跌后重新回到看涨头寸。</blockquote>","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，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\nMarketWatch2021-04-05 21:00\n\n</h4>\n</header>\n<article>\nA 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&nbsp;in March jobs, which underpins investor hopes for a strong post-COVID-19 rebound.<blockquote>在周五 3 月份新增就业岗位 91.6 万个好于预期之后，股指期货攀升，这巩固了投资者对 COVID-19 后强劲反弹的希望。</blockquote>As for the data, there’s a lot to like, according to Tim Duy, chief U.S. economist at SGH Macro Advisors.<blockquote>SGH Macro Advisors 首席美国经济学家蒂姆-杜伊（Tim Duy）认为，至于数据，有很多值得称道的地方。</blockquote>“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.<blockquote>“假设今年大流行病只能得到更好的控制，我怀疑限制今年就业增长速度的一个主要障碍将是企业招聘员工的速度。解雇比招聘容易，雇主们现在都在争先恐后地增加员工，”杜伊在一份说明中告诉客户。</blockquote>Hence, watch for those “we can’t hire worker” stories, to come, he says.<blockquote>因此，他说，要留意那些 “我们雇不到工人 ”的故事。</blockquote>Onto our&nbsp;call of the day&nbsp;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.<blockquote>到我们的今日看涨期权Fundstrat Global Advisors 创始人托马斯-李（Thomas Lee）表示，他最近预测的 “撕脸 ”反弹没有放缓的迹象。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>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.<blockquote>除了这个市场已经存在的积极因素——强劲的经济和疫苗的推出——李指出，还有大量机构资金处于观望状态，现金余额达到 3 万亿美元，为 2020 年 6 月以来的最高水平。李说，与 2021 年初的 2.764 万亿美元相比，这一数字 “戏剧性 ”增长了 9%，即 2410 亿美元。</blockquote>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.<blockquote>3 月下半月 “抛物线 ”的机构采取了谨慎的立场，使零售货币市场现金达到 1.5 万亿美元。</blockquote>“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.<blockquote>“场外现金总额为 4.5 万亿美元 = 场外火力成吨。这对 4 月份的股价上涨来说是个好兆头，”李说。</blockquote><img src=\"https://static.tigerbbs.com/fb2b63c34415ffe19164a54a324b427d\" tg-width=\"1259\" tg-height=\"790\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>Lee expects small-caps, energy and cyclical stocks — geared toward an economic recovery — to continue leading into the second quarter.<blockquote>李预计，面向经济复苏的小盘股、能源股和周期性股将继续领先第二季度。</blockquote>“Recall that cyclicals are only 33% of the S&amp;P 500&nbsp;overall weight and more than 60% of the Russell 2000 index.&nbsp; So if Cyclicals, aka Epicenter, work, small-cap stocks will outperform,” he said.<blockquote>“回想一下，周期性股票仅占标普500总权重的 33%，占罗素 2000 指数的 60% 以上。因此，如果周期性股票（即震中）发挥作用，小盘股的表现将优于大盘，”他说。</blockquote>Watch this chart<blockquote>观看此图表</blockquote>Adam Kobeissi, founder and editor in chief of&nbsp;The Kobeissi Letter, expects the bullish jobs report to send the S&amp;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.<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在短期内达到 4,035 至 4,050 人，但他希望看到就业报告回落至 3,950 至 4,000 人，为另一个更高的低点奠定基础，然后再向 4,100 人移动。</blockquote><img src=\"https://static.tigerbbs.com/9abfb431da31b94898bf8d11e3744681\" tg-width=\"1259\" tg-height=\"706\" referrerpolicy=\"no-referrer\">THE KOBEISSI LETTER<blockquote>科贝西信</blockquote>“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.<blockquote>“科贝西对订户说：”因此，本周我们将保持观望态度，因为在如此强劲的市场面前站稳脚跟并不是我们想采取的立场，我们将维持中期看涨前景，打算在市场下跌后重新回到看涨头寸。</blockquote>\n<div class=\"bt-text\">\n\n\n 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>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"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":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":552,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/349522570"}