3179faf7
2021-12-01
[财迷]
The liquidity wave carrying stocks will continue even after the Powell Pivot, this analyst argues. Here's why.<blockquote>这位分析师认为，即使在鲍威尔转向之后，承载股票的流动性浪潮仍将持续。原因如下。</blockquote>
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Here's why.<blockquote>这位分析师认为，即使在鲍威尔转向之后，承载股票的流动性浪潮仍将持续。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188550269","media":"MarketWatch","summary":"That was a quite one-two punch that caused a 652-point nosedive in the Dow Jones Industrial Average ","content":"<p>That was a quite one-two punch that caused a 652-point nosedive in the Dow Jones Industrial Average on Tuesday.</p><p><blockquote>这是一记重拳，导致道琼斯工业平均指数周二暴跌 652 点。</blockquote></p><p> First there was Moderna's chief executive saying the omicron variant of coronavirus might really put up a tough fight versus its COVID-19 vaccine. Then Federal Reserve Chair Jerome Powell stunned markets -- and the traders who read his dovish-sounding opening remarks the night before -- with what has been described as a hawkish pivot, as he threw the word 'transitory' to the dustbin of history, said the central bank is likely to accelerate the pace of tapering and cast the new variant as an inflationary risk.</p><p><blockquote>首先，Moderna 的首席执行官表示，冠状病毒的奥密克戎变种可能真的会与其 COVID-19 疫苗进行一场艰苦的斗争。随后，美联储主席杰罗姆·鲍威尔（Jerome Powell）以所谓的鹰派转向震惊了市场——以及前一天晚上阅读了他听起来鸽派的开场白的交易员——他将“过渡性”一词扔进了历史的垃圾箱，称央行可能会加快缩减规模的步伐，并将新变体视为通胀风险。</blockquote></p><p> \"The takeaway is simple: the Fed has changed their tune very significantly, and realized that in the last month there was plenty of evidence that they were far behind the inflation curve. The shift in view then has some conviction behind it. It would be no surprise to see the markets quickly price in at least three 25bp hikes for 2022 (instead of the two we currently have), if the main downside risks as related to omicron are ruled out,\" said Alan Ruskin, macro strategist at Deutsche Bank.</p><p><blockquote>“结论很简单：美联储已经显着改变了基调，并意识到上个月有大量证据表明他们远远落后于通胀曲线。这种观点的转变背后有一定的信念。如果排除与奥密克戎相关的主要下行风险，那么看到市场迅速消化 2022 年至少三次加息 25 个基点（而不是我们目前的两次）也就不足为奇了。”德意志银行宏观策略师艾伦·罗斯金 (Alan Ruskin) 表示。</blockquote></p><p> Thomas Kee Jr., the president and chief executive of Stock Traders Daily, agreed that Powell made a pivot, and suggested the pace of tapering may double to $30 billion a month. But he said the driving force behind equity infusions is the European Central Bank, not the Fed.</p><p><blockquote>Stock Traders Daily 总裁兼首席执行官小托马斯·基 (Thomas Kee Jr.) 同意鲍威尔做出了转变，并表示缩减规模的步伐可能会增加一倍，达到每月 300 亿美元。但他表示，股权注入背后的驱动力是欧洲央行，而不是美联储。</blockquote></p><p> The ECB is also battling inflation -- prices in November surged by the fastest in 30 years -- but central bank officials there are wary of repeating the mistake of premature tightening. The ECB has to decide whether to let the EUR68 billion ($77 billion) a month Pandemic Emergency Purchase Programme expire as planned in March and whether to increase the Asset Purchase Programme as it offers its first staff inflation forecast for 2024.</p><p><blockquote>欧洲央行也在与通胀作斗争——11 月份物价飙升至 30 年来最快水平——但欧洲央行官员担心重蹈过早紧缩的覆辙。欧洲央行必须决定是否让每月 680 亿欧元（770 亿美元）的大流行紧急购买计划按计划于 3 月份到期，以及是否在发布 2024 年首次员工通胀预测时增加资产购买计划。</blockquote></p><p> \"Ultimately, the ECB is the wild card, and the decision of the ECB comes in just two weeks,\" said Kee. Liquidity will remain robust, and that will keep the \"bid in equities that exists now going.\" The free money, he said, hasn't dried up yet.</p><p><blockquote>“最终，欧洲央行是外卡，欧洲央行的决定将在两周内做出，”基表示。流动性将保持强劲，这将使“现有股票的竞价”继续下去。他说，免费的钱还没有枯竭。</blockquote></p><p></p>","source":"lsy1603348471595","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>The liquidity wave carrying stocks will continue even after the Powell Pivot, this analyst argues. Here's why.<blockquote>这位分析师认为，即使在鲍威尔转向之后，承载股票的流动性浪潮仍将持续。原因如下。</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\">\nThe liquidity wave carrying stocks will continue even after the Powell Pivot, this analyst argues. Here's why.<blockquote>这位分析师认为，即使在鲍威尔转向之后，承载股票的流动性浪潮仍将持续。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-01 21:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>That was a quite one-two punch that caused a 652-point nosedive in the Dow Jones Industrial Average on Tuesday.</p><p><blockquote>这是一记重拳，导致道琼斯工业平均指数周二暴跌 652 点。</blockquote></p><p> First there was Moderna's chief executive saying the omicron variant of coronavirus might really put up a tough fight versus its COVID-19 vaccine. Then Federal Reserve Chair Jerome Powell stunned markets -- and the traders who read his dovish-sounding opening remarks the night before -- with what has been described as a hawkish pivot, as he threw the word 'transitory' to the dustbin of history, said the central bank is likely to accelerate the pace of tapering and cast the new variant as an inflationary risk.</p><p><blockquote>首先，Moderna 的首席执行官表示，冠状病毒的奥密克戎变种可能真的会与其 COVID-19 疫苗进行一场艰苦的斗争。随后，美联储主席杰罗姆·鲍威尔（Jerome Powell）以所谓的鹰派转向震惊了市场——以及前一天晚上阅读了他听起来鸽派的开场白的交易员——他将“过渡性”一词扔进了历史的垃圾箱，称央行可能会加快缩减规模的步伐，并将新变体视为通胀风险。</blockquote></p><p> \"The takeaway is simple: the Fed has changed their tune very significantly, and realized that in the last month there was plenty of evidence that they were far behind the inflation curve. The shift in view then has some conviction behind it. It would be no surprise to see the markets quickly price in at least three 25bp hikes for 2022 (instead of the two we currently have), if the main downside risks as related to omicron are ruled out,\" said Alan Ruskin, macro strategist at Deutsche Bank.</p><p><blockquote>“结论很简单：美联储已经显着改变了基调，并意识到上个月有大量证据表明他们远远落后于通胀曲线。这种观点的转变背后有一定的信念。如果排除与奥密克戎相关的主要下行风险，那么看到市场迅速消化 2022 年至少三次加息 25 个基点（而不是我们目前的两次）也就不足为奇了。”德意志银行宏观策略师艾伦·罗斯金 (Alan Ruskin) 表示。</blockquote></p><p> Thomas Kee Jr., the president and chief executive of Stock Traders Daily, agreed that Powell made a pivot, and suggested the pace of tapering may double to $30 billion a month. But he said the driving force behind equity infusions is the European Central Bank, not the Fed.</p><p><blockquote>Stock Traders Daily 总裁兼首席执行官小托马斯·基 (Thomas Kee Jr.) 同意鲍威尔做出了转变，并表示缩减规模的步伐可能会增加一倍，达到每月 300 亿美元。但他表示，股权注入背后的驱动力是欧洲央行，而不是美联储。</blockquote></p><p> The ECB is also battling inflation -- prices in November surged by the fastest in 30 years -- but central bank officials there are wary of repeating the mistake of premature tightening. The ECB has to decide whether to let the EUR68 billion ($77 billion) a month Pandemic Emergency Purchase Programme expire as planned in March and whether to increase the Asset Purchase Programme as it offers its first staff inflation forecast for 2024.</p><p><blockquote>欧洲央行也在与通胀作斗争——11 月份物价飙升至 30 年来最快水平——但欧洲央行官员担心重蹈过早紧缩的覆辙。欧洲央行必须决定是否让每月 680 亿欧元（770 亿美元）的大流行紧急购买计划按计划于 3 月份到期，以及是否在发布 2024 年首次员工通胀预测时增加资产购买计划。</blockquote></p><p> \"Ultimately, the ECB is the wild card, and the decision of the ECB comes in just two weeks,\" said Kee. Liquidity will remain robust, and that will keep the \"bid in equities that exists now going.\" The free money, he said, hasn't dried up yet.</p><p><blockquote>“最终，欧洲央行是外卡，欧洲央行的决定将在两周内做出，”基表示。流动性将保持强劲，这将使“现有股票的竞价”继续下去。他说，免费的钱还没有枯竭。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-liquidity-wave-carrying-stocks-will-continue-even-after-the-powell-pivot-this-analyst-argues-heres-why-11638359484?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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-liquidity-wave-carrying-stocks-will-continue-even-after-the-powell-pivot-this-analyst-argues-heres-why-11638359484?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188550269","content_text":"That was a quite one-two punch that caused a 652-point nosedive in the Dow Jones Industrial Average on Tuesday.\nFirst there was Moderna's chief executive saying the omicron variant of coronavirus might really put up a tough fight versus its COVID-19 vaccine. Then Federal Reserve Chair Jerome Powell stunned markets -- and the traders who read his dovish-sounding opening remarks the night before -- with what has been described as a hawkish pivot, as he threw the word 'transitory' to the dustbin of history, said the central bank is likely to accelerate the pace of tapering and cast the new variant as an inflationary risk.\n\"The takeaway is simple: the Fed has changed their tune very significantly, and realized that in the last month there was plenty of evidence that they were far behind the inflation curve. The shift in view then has some conviction behind it. It would be no surprise to see the markets quickly price in at least three 25bp hikes for 2022 (instead of the two we currently have), if the main downside risks as related to omicron are ruled out,\" said Alan Ruskin, macro strategist at Deutsche Bank.\nThomas Kee Jr., the president and chief executive of Stock Traders Daily, agreed that Powell made a pivot, and suggested the pace of tapering may double to $30 billion a month. But he said the driving force behind equity infusions is the European Central Bank, not the Fed.\nThe ECB is also battling inflation -- prices in November surged by the fastest in 30 years -- but central bank officials there are wary of repeating the mistake of premature tightening. The ECB has to decide whether to let the EUR68 billion ($77 billion) a month Pandemic Emergency Purchase Programme expire as planned in March and whether to increase the Asset Purchase Programme as it offers its first staff inflation forecast for 2024.\n\"Ultimately, the ECB is the wild card, and the decision of the ECB comes in just two weeks,\" said Kee. Liquidity will remain robust, and that will keep the \"bid in equities that exists now going.\" The free money, he said, hasn't dried up yet.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3663,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/603323592"}
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