Will101
2021-10-09
Like
Wall St Week Ahead: Energy price spike adds market risk as earnings arrive<blockquote>华尔街未来一周:随着盈利到来,能源价格飙升增加了市场风险</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
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
2
7
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":821873553,"tweetId":"821873553","gmtCreate":1633735978580,"gmtModify":1633735978693,"author":{"id":3585476489553693,"idStr":"3585476489553693","authorId":3585476489553693,"authorIdStr":"3585476489553693","name":"Will101","avatar":"https://static.tigerbbs.com/0642b9beaee6b15c17a213aafa7b9791","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":14,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/821873553","repostId":1122559676,"repostType":4,"repost":{"id":"1122559676","kind":"news","pubTimestamp":1633735667,"share":"https://www.laohu8.com/m/news/1122559676?lang=zh_CN&edition=full","pubTime":"2021-10-09 07:27","market":"us","language":"en","title":"Wall St Week Ahead: Energy price spike adds market risk as earnings arrive<blockquote>华尔街未来一周:随着盈利到来,能源价格飙升增加了市场风险</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122559676","media":"Reuters","summary":"NEW YORK (Reuters) - U.S. stock market investors are gauging whether more volatility is ahead becaus","content":"<p>NEW YORK (Reuters) - U.S. stock market investors are gauging whether more volatility is ahead because of surging global energy prices, which could drive up inflation, erode profit margins and pressure consumer spending.</p><p><blockquote>路透纽约1月3日电——美国股市投资者正在评估,由于全球能源价格飙升,未来是否会出现更多波动,这可能会推高通胀、侵蚀利润率并给消费者支出带来压力。</blockquote></p><p> Stocks rebounded this week after Monday’s losses left the S&P 500 down 5.2% from its record high hit in September. A truce in the U.S. Congress to avoid a debt default provided some relief, but investors remain worried about inflation, higher U.S. Treasury yields and the Federal Reserve’s plan to unwind its easy money policies.</p><p><blockquote>周一的下跌导致标普500较9月份创下的历史高点下跌5.2%,本周股市反弹。美国的休战。国会避免债务违约提供了一些缓解,但投资者仍然担心通胀、美国国债收益率上升以及美联储放松宽松货币政策的计划。</blockquote></p><p> Energy costs are a major factor for inflation, and will be a key topic as companies report third-quarter results in coming weeks. Oil prices have surged more than 25% since late August, with Brent topping $80 a barrel and hitting three-year highs. Natural gas prices in Europe have rocketed, causing alarm among political leaders.</p><p><blockquote>能源成本是通胀的一个主要因素,随着企业在未来几周公布第三季度业绩,能源成本将成为一个关键话题。自8月底以来,油价已飙升逾25%,布伦特原油价格突破每桶80美元,创三年新高。欧洲天然气价格飙升,引起政治领导人的恐慌。</blockquote></p><p> Oil prices have a “roughly neutral” affect on overall corporate earnings, according to Goldman Sachs strategists, with every 10% increase in Brent prices boosting S&P 500 earnings per share by 0.3%.</p><p><blockquote>高盛策略师表示,油价对整体企业盈利的影响“大致中性”,布伦特原油价格每上涨10%,标普500的每股收益就会增加0.3%。</blockquote></p><p> Energy shares have soared as crude prices climbed, yet higher prices could weigh on companies ranging from transportation to consumer discretionary firms.</p><p><blockquote>随着原油价格攀升,能源股飙升,但价格上涨可能会给从运输到非必需消费品公司等公司带来压力。</blockquote></p><p> “We are going to find out if this piece of the inflation puzzle is the straw that breaks the camel’s back and actually starts cutting into margins,” said Art Hogan, chief market strategist at National Securities. “There are incremental costs to everything when energy prices go up.”</p><p><blockquote>国家证券首席市场策略师阿特·霍根表示:“我们将查明通胀难题的这一部分是否是压垮骆驼的最后一根稻草,并真正开始削减利润率。”“当能源价格上涨时,一切都会增加成本。”</blockquote></p><p> Despite September’s pullback, the S&P 500 remains up about 17% so far in 2021. Even as investors swooped in to buy the market’s latest dip, some Wall Street strategists are pointing to risks that could come with jumping into equities.</p><p><blockquote>尽管9月份出现回调,但2021年迄今为止,标普500仍上涨约17%。尽管投资者在市场最新下跌时纷纷买入,但一些华尔街策略师仍指出,买入股市可能带来的风险。</blockquote></p><p> Analysts at Capital Economics said in a note that rising energy prices could put more upward pressure on bond yields. A jump in yields roiled stocks in recent weeks, particularly tech shares.</p><p><blockquote>凯投宏观分析师在一份报告中表示,能源价格上涨可能会给债券收益率带来更大的上行压力。最近几周,收益率飙升扰乱了股市,尤其是科技股。</blockquote></p><p> If oil prices keep rising toward $100 a barrel, that “could continue to weigh on sentiment,” said Michael Arone, chief investment strategist at State Street Global Advisors.</p><p><blockquote>道富环球投资顾问公司首席投资策略师迈克尔·阿隆表示,如果油价继续上涨至每桶100美元,“可能会继续打压市场情绪”。</blockquote></p><p> “If we break that barrier, I think it will influence how people are forecasting economic growth and inflation and interest rates, which has broad implications for sectors and industries and markets,” Arone said.</p><p><blockquote>阿隆表示:“如果我们打破这一障碍,我认为它将影响人们预测经济增长、通胀和利率的方式,这对各部门、行业和市场产生广泛影响。”</blockquote></p><p> As oil gained since late August, the S&P 500 energy sector has increased 25% against a 1% drop for the overall index. Energy was the lone sector to post positive performance in September.</p><p><blockquote>随着油价自8月底以来上涨,标普500能源板块上涨了25%,而整体指数下跌了1%。能源是9月份唯一表现积极的行业。</blockquote></p><p> Oil vs U.S. stock market in 2021</p><p><blockquote>2021年石油与美国股市</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b2d7c4ce5a654a003a3aa1b3ed060fc1\" tg-width=\"949\" tg-height=\"716\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The energy sector comprises less than 3% of the weight of the S&P 500, however, and rising oil prices can raise fuel and other costs for companies such as transportation firms, while also threatening demand by leading consumers to pay more, such as for gas at the pump.</p><p><blockquote>然而,能源行业占标普500的比重不到3%,油价上涨可能会提高运输公司等公司的燃料和其他成本,同时也会导致消费者支付更多费用,例如在加油站购买汽油,从而威胁需求。</blockquote></p><p> JPMorgan strategists in a note this week outlined a basket of stocks negatively impacted by oil at $100 a barrel, including package delivery company FedEx, discount retailer Dollar Tree and auto parts retailer O’Reilly Automotive.</p><p><blockquote>摩根大通策略师在本周的一份报告中概述了一篮子受到每桶100美元油价负面影响的股票,包括包裹递送公司联邦快递、折扣零售商Dollar Tree和汽车零部件零售商O’Reilly Automotive。</blockquote></p><p> In a note last week, U.S. economists at Deutsche Bank said the 101-cent increase in gas prices from a year earlier would be expected to lead to a reduction in income that can be spent on non-energy items of about $120 billion.</p><p><blockquote>德意志银行的美国经济学家在上周的一份报告中表示,天然气价格同比上涨101美分,预计将导致可用于非能源项目的收入减少约1200亿美元。</blockquote></p><p> However, the relative amount of consumer spending on gasoline and other energy expenditures has trended lower over the past 40 years, according to data from Jack Janasiewicz, portfolio manager at Natixis Investment Managers Solutions.</p><p><blockquote>然而,根据Natixis Investment Managers Solutions投资组合经理Jack Janasiewicz的数据,过去40年来,消费者在汽油和其他能源支出上的相对支出呈下降趋势。</blockquote></p><p> The percent of personal consumption expenditures devoted to gas and other energy spending has fallen from over 6% in the early 1980s to 2.35% most recently, Janasiewicz said.</p><p><blockquote>Janasiewicz表示,个人消费支出中用于天然气和其他能源支出的百分比已从20世纪80年代初的6%以上下降到最近的2.35%。</blockquote></p><p> And JPMorgan strategists said markets would be able to digest oil at $130 a barrel, as the economy and consumer “were functioning just fine” over 2010-15, when oil averaged above $100.</p><p><blockquote>摩根大通策略师表示,市场将能够消化每桶130美元的油价,因为经济和消费者在2010-15年“运转良好”,当时油价平均高于100美元。</blockquote></p><p> “We do not believe that the current price of energy will have a significant negative impact on the economy,” the strategists wrote.</p><p><blockquote>策略师写道:“我们不认为当前的能源价格会对经济产生重大负面影响。”</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>Wall St Week Ahead: Energy price spike adds market risk as earnings arrive<blockquote>华尔街未来一周:随着盈利到来,能源价格飙升增加了市场风险</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\">\nWall St Week Ahead: Energy price spike adds market risk as earnings arrive<blockquote>华尔街未来一周:随着盈利到来,能源价格飙升增加了市场风险</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-09 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - U.S. stock market investors are gauging whether more volatility is ahead because of surging global energy prices, which could drive up inflation, erode profit margins and pressure consumer spending.</p><p><blockquote>路透纽约1月3日电——美国股市投资者正在评估,由于全球能源价格飙升,未来是否会出现更多波动,这可能会推高通胀、侵蚀利润率并给消费者支出带来压力。</blockquote></p><p> Stocks rebounded this week after Monday’s losses left the S&P 500 down 5.2% from its record high hit in September. A truce in the U.S. Congress to avoid a debt default provided some relief, but investors remain worried about inflation, higher U.S. Treasury yields and the Federal Reserve’s plan to unwind its easy money policies.</p><p><blockquote>周一的下跌导致标普500较9月份创下的历史高点下跌5.2%,本周股市反弹。美国的休战。国会避免债务违约提供了一些缓解,但投资者仍然担心通胀、美国国债收益率上升以及美联储放松宽松货币政策的计划。</blockquote></p><p> Energy costs are a major factor for inflation, and will be a key topic as companies report third-quarter results in coming weeks. Oil prices have surged more than 25% since late August, with Brent topping $80 a barrel and hitting three-year highs. Natural gas prices in Europe have rocketed, causing alarm among political leaders.</p><p><blockquote>能源成本是通胀的一个主要因素,随着企业在未来几周公布第三季度业绩,能源成本将成为一个关键话题。自8月底以来,油价已飙升逾25%,布伦特原油价格突破每桶80美元,创三年新高。欧洲天然气价格飙升,引起政治领导人的恐慌。</blockquote></p><p> Oil prices have a “roughly neutral” affect on overall corporate earnings, according to Goldman Sachs strategists, with every 10% increase in Brent prices boosting S&P 500 earnings per share by 0.3%.</p><p><blockquote>高盛策略师表示,油价对整体企业盈利的影响“大致中性”,布伦特原油价格每上涨10%,标普500的每股收益就会增加0.3%。</blockquote></p><p> Energy shares have soared as crude prices climbed, yet higher prices could weigh on companies ranging from transportation to consumer discretionary firms.</p><p><blockquote>随着原油价格攀升,能源股飙升,但价格上涨可能会给从运输到非必需消费品公司等公司带来压力。</blockquote></p><p> “We are going to find out if this piece of the inflation puzzle is the straw that breaks the camel’s back and actually starts cutting into margins,” said Art Hogan, chief market strategist at National Securities. “There are incremental costs to everything when energy prices go up.”</p><p><blockquote>国家证券首席市场策略师阿特·霍根表示:“我们将查明通胀难题的这一部分是否是压垮骆驼的最后一根稻草,并真正开始削减利润率。”“当能源价格上涨时,一切都会增加成本。”</blockquote></p><p> Despite September’s pullback, the S&P 500 remains up about 17% so far in 2021. Even as investors swooped in to buy the market’s latest dip, some Wall Street strategists are pointing to risks that could come with jumping into equities.</p><p><blockquote>尽管9月份出现回调,但2021年迄今为止,标普500仍上涨约17%。尽管投资者在市场最新下跌时纷纷买入,但一些华尔街策略师仍指出,买入股市可能带来的风险。</blockquote></p><p> Analysts at Capital Economics said in a note that rising energy prices could put more upward pressure on bond yields. A jump in yields roiled stocks in recent weeks, particularly tech shares.</p><p><blockquote>凯投宏观分析师在一份报告中表示,能源价格上涨可能会给债券收益率带来更大的上行压力。最近几周,收益率飙升扰乱了股市,尤其是科技股。</blockquote></p><p> If oil prices keep rising toward $100 a barrel, that “could continue to weigh on sentiment,” said Michael Arone, chief investment strategist at State Street Global Advisors.</p><p><blockquote>道富环球投资顾问公司首席投资策略师迈克尔·阿隆表示,如果油价继续上涨至每桶100美元,“可能会继续打压市场情绪”。</blockquote></p><p> “If we break that barrier, I think it will influence how people are forecasting economic growth and inflation and interest rates, which has broad implications for sectors and industries and markets,” Arone said.</p><p><blockquote>阿隆表示:“如果我们打破这一障碍,我认为它将影响人们预测经济增长、通胀和利率的方式,这对各部门、行业和市场产生广泛影响。”</blockquote></p><p> As oil gained since late August, the S&P 500 energy sector has increased 25% against a 1% drop for the overall index. Energy was the lone sector to post positive performance in September.</p><p><blockquote>随着油价自8月底以来上涨,标普500能源板块上涨了25%,而整体指数下跌了1%。能源是9月份唯一表现积极的行业。</blockquote></p><p> Oil vs U.S. stock market in 2021</p><p><blockquote>2021年石油与美国股市</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b2d7c4ce5a654a003a3aa1b3ed060fc1\" tg-width=\"949\" tg-height=\"716\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The energy sector comprises less than 3% of the weight of the S&P 500, however, and rising oil prices can raise fuel and other costs for companies such as transportation firms, while also threatening demand by leading consumers to pay more, such as for gas at the pump.</p><p><blockquote>然而,能源行业占标普500的比重不到3%,油价上涨可能会提高运输公司等公司的燃料和其他成本,同时也会导致消费者支付更多费用,例如在加油站购买汽油,从而威胁需求。</blockquote></p><p> JPMorgan strategists in a note this week outlined a basket of stocks negatively impacted by oil at $100 a barrel, including package delivery company FedEx, discount retailer Dollar Tree and auto parts retailer O’Reilly Automotive.</p><p><blockquote>摩根大通策略师在本周的一份报告中概述了一篮子受到每桶100美元油价负面影响的股票,包括包裹递送公司联邦快递、折扣零售商Dollar Tree和汽车零部件零售商O’Reilly Automotive。</blockquote></p><p> In a note last week, U.S. economists at Deutsche Bank said the 101-cent increase in gas prices from a year earlier would be expected to lead to a reduction in income that can be spent on non-energy items of about $120 billion.</p><p><blockquote>德意志银行的美国经济学家在上周的一份报告中表示,天然气价格同比上涨101美分,预计将导致可用于非能源项目的收入减少约1200亿美元。</blockquote></p><p> However, the relative amount of consumer spending on gasoline and other energy expenditures has trended lower over the past 40 years, according to data from Jack Janasiewicz, portfolio manager at Natixis Investment Managers Solutions.</p><p><blockquote>然而,根据Natixis Investment Managers Solutions投资组合经理Jack Janasiewicz的数据,过去40年来,消费者在汽油和其他能源支出上的相对支出呈下降趋势。</blockquote></p><p> The percent of personal consumption expenditures devoted to gas and other energy spending has fallen from over 6% in the early 1980s to 2.35% most recently, Janasiewicz said.</p><p><blockquote>Janasiewicz表示,个人消费支出中用于天然气和其他能源支出的百分比已从20世纪80年代初的6%以上下降到最近的2.35%。</blockquote></p><p> And JPMorgan strategists said markets would be able to digest oil at $130 a barrel, as the economy and consumer “were functioning just fine” over 2010-15, when oil averaged above $100.</p><p><blockquote>摩根大通策略师表示,市场将能够消化每桶130美元的油价,因为经济和消费者在2010-15年“运转良好”,当时油价平均高于100美元。</blockquote></p><p> “We do not believe that the current price of energy will have a significant negative impact on the economy,” the strategists wrote.</p><p><blockquote>策略师写道:“我们不认为当前的能源价格会对经济产生重大负面影响。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks-weekahead/wall-st-week-ahead-energy-price-spike-adds-market-risk-as-earnings-arrive-idUSKBN2GY2AY\">Reuters</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"},"source_url":"https://www.reuters.com/article/usa-stocks-weekahead/wall-st-week-ahead-energy-price-spike-adds-market-risk-as-earnings-arrive-idUSKBN2GY2AY","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122559676","content_text":"NEW YORK (Reuters) - U.S. stock market investors are gauging whether more volatility is ahead because of surging global energy prices, which could drive up inflation, erode profit margins and pressure consumer spending.\nStocks rebounded this week after Monday’s losses left the S&P 500 down 5.2% from its record high hit in September. A truce in the U.S. Congress to avoid a debt default provided some relief, but investors remain worried about inflation, higher U.S. Treasury yields and the Federal Reserve’s plan to unwind its easy money policies.\nEnergy costs are a major factor for inflation, and will be a key topic as companies report third-quarter results in coming weeks. Oil prices have surged more than 25% since late August, with Brent topping $80 a barrel and hitting three-year highs. Natural gas prices in Europe have rocketed, causing alarm among political leaders.\nOil prices have a “roughly neutral” affect on overall corporate earnings, according to Goldman Sachs strategists, with every 10% increase in Brent prices boosting S&P 500 earnings per share by 0.3%.\nEnergy shares have soared as crude prices climbed, yet higher prices could weigh on companies ranging from transportation to consumer discretionary firms.\n“We are going to find out if this piece of the inflation puzzle is the straw that breaks the camel’s back and actually starts cutting into margins,” said Art Hogan, chief market strategist at National Securities. “There are incremental costs to everything when energy prices go up.”\nDespite September’s pullback, the S&P 500 remains up about 17% so far in 2021. Even as investors swooped in to buy the market’s latest dip, some Wall Street strategists are pointing to risks that could come with jumping into equities.\nAnalysts at Capital Economics said in a note that rising energy prices could put more upward pressure on bond yields. A jump in yields roiled stocks in recent weeks, particularly tech shares.\nIf oil prices keep rising toward $100 a barrel, that “could continue to weigh on sentiment,” said Michael Arone, chief investment strategist at State Street Global Advisors.\n“If we break that barrier, I think it will influence how people are forecasting economic growth and inflation and interest rates, which has broad implications for sectors and industries and markets,” Arone said.\nAs oil gained since late August, the S&P 500 energy sector has increased 25% against a 1% drop for the overall index. Energy was the lone sector to post positive performance in September.\nOil vs U.S. stock market in 2021\n\nThe energy sector comprises less than 3% of the weight of the S&P 500, however, and rising oil prices can raise fuel and other costs for companies such as transportation firms, while also threatening demand by leading consumers to pay more, such as for gas at the pump.\nJPMorgan strategists in a note this week outlined a basket of stocks negatively impacted by oil at $100 a barrel, including package delivery company FedEx, discount retailer Dollar Tree and auto parts retailer O’Reilly Automotive.\nIn a note last week, U.S. economists at Deutsche Bank said the 101-cent increase in gas prices from a year earlier would be expected to lead to a reduction in income that can be spent on non-energy items of about $120 billion.\nHowever, the relative amount of consumer spending on gasoline and other energy expenditures has trended lower over the past 40 years, according to data from Jack Janasiewicz, portfolio manager at Natixis Investment Managers Solutions.\nThe percent of personal consumption expenditures devoted to gas and other energy spending has fallen from over 6% in the early 1980s to 2.35% most recently, Janasiewicz said.\nAnd JPMorgan strategists said markets would be able to digest oil at $130 a barrel, as the economy and consumer “were functioning just fine” over 2010-15, when oil averaged above $100.\n“We do not believe that the current price of energy will have a significant negative impact on the economy,” the strategists wrote.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":468,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/821873553"}
精彩评论