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2021-08-30

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Globalstar shares rose more than 20% in premarket trading

2021-08-29

Good

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2021-08-28

Goooood

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2021-08-26

Nice

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2021-08-24

Yes

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2021-08-23

Yes

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2021-08-22

Yes

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

2021-08-20

Like

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2021-08-19

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2021-08-17

Hihi

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2021-08-14

Gogogo

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2021-08-13

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2021-08-07

No

"Enough For Tapering To Start": Wall Street Reacts To A Blockbuster Jobs Report

2021-08-04

Huat la.

Treasury To Start Reducing Bond Auction Sizes As Soon As November

2021-08-03

Yes

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2021-08-02

Hehe

Square, Robinhood, AMD, GameStop, Alibaba, AMC — Here's What WallStreetBets Is Talking About Heading Into New Week

2021-07-29

Haiz

S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes

2021-07-28

Yes

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2021-07-27

Nice

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2021-07-26

Great 🙏

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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630316356,"share":"https://www.laohu8.com/m/news/1199138618?lang=&edition=full","pubTime":"2021-08-30 17:39","market":"us","language":"en","title":"Globalstar shares rose more than 20% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199138618","media":"Tiger Newspress","summary":"Globalstar shares rose more than 20% in premarket trading.\nApple Inc. could partner with Globalstar ","content":"<p>Globalstar&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;20%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/33606a167f18f6de91abf407f2f6fa7e\" tg-width=\"896\" tg-height=\"614\" width=\"100%\" height=\"auto\">Apple Inc.&nbsp;could partner with&nbsp;Globalstar Inc.&nbsp;to bring satellite communication connectivity to the upcoming&nbsp;iPhone 13&nbsp;models, according to a note from Apple analyst&nbsp;Ming-Chi Kuo,&nbsp;Apple&nbsp;Insider&nbsp;reported.</p>\n<p>A customized version of the Qualcomm X60 baseband chip that Apple is expected to use in the iPhone 13 will support low-earth-orbit (LEO) satellite communications, Kuo reportedly said in the note.</p>\n<p>iPhone 13 users will be able to directly use Globalstar’s satellite communication services on their devices if Apple partners with the LEO satellite communication service provider, Kuo said, as per the report.</p>\n<p>Apple could also use the satellite communication feature in its upcoming Apple AR headset and the Apple Car, Kuo noted.</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\" 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class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-30 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Globalstar&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;20%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/33606a167f18f6de91abf407f2f6fa7e\" tg-width=\"896\" tg-height=\"614\" width=\"100%\" height=\"auto\">Apple Inc.&nbsp;could partner with&nbsp;Globalstar Inc.&nbsp;to bring satellite communication connectivity to the upcoming&nbsp;iPhone 13&nbsp;models, according to a note from Apple analyst&nbsp;Ming-Chi Kuo,&nbsp;Apple&nbsp;Insider&nbsp;reported.</p>\n<p>A customized version of the Qualcomm X60 baseband chip that Apple is expected to use in the iPhone 13 will support low-earth-orbit (LEO) satellite communications, Kuo reportedly said in the note.</p>\n<p>iPhone 13 users will be able to directly use Globalstar’s satellite communication services on their devices if Apple partners with the LEO satellite communication service provider, Kuo said, as per the report.</p>\n<p>Apple could also use the satellite communication feature in its upcoming Apple AR headset and the Apple Car, Kuo noted.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GSAT":"全球星"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199138618","content_text":"Globalstar shares rose more than 20% in premarket trading.\nApple Inc. could partner with Globalstar Inc. to bring satellite communication connectivity to the upcoming iPhone 13 models, according to a note from Apple analyst Ming-Chi Kuo, Apple Insider reported.\nA customized version of the Qualcomm X60 baseband chip that Apple is expected to use in the iPhone 13 will support low-earth-orbit (LEO) satellite communications, Kuo reportedly said in the note.\niPhone 13 users will be able to directly use Globalstar’s satellite communication services on their devices if Apple partners with the LEO satellite communication service provider, Kuo said, as per the report.\nApple could also use the satellite communication feature in its upcoming Apple AR headset and the Apple Car, Kuo noted.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GSAT":0.9}},"isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813703075,"gmtCreate":1630241028997,"gmtModify":1704957374838,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813703075","repostId":"2163079604","repostType":4,"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813031310,"gmtCreate":1630112805530,"gmtModify":1704956096015,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Goooood","listText":"Goooood","text":"Goooood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813031310","repostId":"2162907389","repostType":4,"isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810955111,"gmtCreate":1629941083033,"gmtModify":1631891257844,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810955111","repostId":"1194080589","repostType":4,"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834038966,"gmtCreate":1629761512455,"gmtModify":1631891257844,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834038966","repostId":"2161777891","repostType":4,"isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835632060,"gmtCreate":1629709739250,"gmtModify":1631891257847,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835632060","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832111058,"gmtCreate":1629597881074,"gmtModify":1631891257849,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832111058","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","GOOG":"谷歌","AMZN":"亚马逊","SSNLF":"三星电子","ASML":"阿斯麦","QCOM":"高通","TSM":"台积电","AAPL":"苹果","GOOGL":"谷歌A","SOXX":"iShares费城交易所半导体ETF","SNPS":"新思科技","CDNS":"铿腾电子","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9,"ASML":0.9,"CDNS":0.9,"GOOG":0.9,"GOOGL":0.9,"NVDA":0.9,"ON":0.9,"QCOM":0.9,"SNPS":0.9,"SOXX":0.9,"SSNLF":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838539396,"gmtCreate":1629418189215,"gmtModify":1631891257856,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838539396","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831219831,"gmtCreate":1629329579123,"gmtModify":1631891257862,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831219831","repostId":"2160737915","repostType":4,"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839461873,"gmtCreate":1629174391492,"gmtModify":1631891257865,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Hihi","listText":"Hihi","text":"Hihi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839461873","repostId":"2160334220","repostType":4,"isVote":1,"tweetType":1,"viewCount":2567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897809497,"gmtCreate":1628903251819,"gmtModify":1633688653810,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897809497","repostId":"2159215280","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894131644,"gmtCreate":1628810705588,"gmtModify":1633689377811,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894131644","repostId":"1188620903","repostType":4,"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893487670,"gmtCreate":1628295839890,"gmtModify":1633751942089,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893487670","repostId":"1145298738","repostType":4,"repost":{"id":"1145298738","kind":"news","pubTimestamp":1628259150,"share":"https://www.laohu8.com/m/news/1145298738?lang=&edition=full","pubTime":"2021-08-06 22:12","market":"us","language":"en","title":"\"Enough For Tapering To Start\": Wall Street Reacts To A Blockbuster Jobs Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1145298738","media":"zerohedge","summary":"With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just o","content":"<p>With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just over 1 million on the Household survey), with strong job creation, a big drop in unemployment rate, higher employment-to-population, rising wages and hours worked, and favorable revisions, consensus - at least judging by the market reaction - is that we have entered the \"substantial progress\" phase, greenlighting a tapering signal by the Fed at the end of the month during the Jackson Hole symposium.</p>\n<p>And yet there is one potential hurdle: the Delta surge and ensuing restrictions and/or lockdowns: as TD Ameritrade's JJ Kinahan says, \"because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”</p>\n<p>Do others agree? Below we have excerpted some analyst and strategist reactions to today's report.</p>\n<p><b>Katherine Judge, CIBC Capital Markets:</b></p>\n<blockquote>\n <i>“With many states set to see the unemployment benefit top-ups expire in early September, healthy job gains should continue ahead, in line with elevated job openings. This print should be enough to allow the Fed to announce an early 2022 tapering of QE at the September meeting.”</i>\n</blockquote>\n<p><b>Chris Turner, head of foreign exchange strategy at ING Bank:</b></p>\n<blockquote>\n <i>The stronger-than-expected jobs report makes it more likely that Federal Reserve Chair Jerome Powell may “drop heavy hints” at the Jackson Hole Symposium later this month, that the central bank may prepare to start tapering over subsequent months. The data is positive for the dollar versus the low-yielders such as the yen and euro. Still, the outlook for the greenback “should not necessarily damage the risk environment....Unless U.S. 10 year yields spike aggressively, high yield EM currencies should see demand on dips”</i>\n</blockquote>\n<p><b>Carl Riccadonna, Bloomberg Intelligence economist:</b></p>\n<blockquote>\n <i>The jobs report is “sturdy, but not as strong as it looks.” In addition to the modest fade in the pace of private-sector hiring (703,000 in July vs. 769,000 in June), much of the July gain occurred in the tenuous leisure and hospitality sector -- and that could easily reverse due to Covid-19, he said. This already appears to be evident in metrics such as OpenTable bookings. “So if we look at private-sector hiring outside of leisure and hospitality, today’s reported gain was 323,000, a bit slower than the prior month’s 375,000.</i>\n <i><b>This tells us that underlying economic momentum is steady-state, not accelerating.”</b></i>\n</blockquote>\n<p><b><i>Neil Dutta, economist at Renaissance Macro</i></b>:</p>\n<blockquote>\n <i>The FOMC could upgrade its language in the September statement to say that the economy is “on track for substantial further progress,” which would lead to a declaration of achievement of substantial further progress in “November at the earliest.”&nbsp; Tapering, in that event, could begin as early as December.</i>\n</blockquote>\n<p><b>JJ Kinahan, chief market strategist at TD Ameritrade:</b></p>\n<blockquote>\n <i>“It’s a great number, there’s no way around that, it really is an impressive number. But I think if we didn’t have this new delta variant coming up, the conversation we’d be having is, is this inflationary, does this mean we’ll go into a taper, etc. But because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”</i>\n</blockquote>\n<p><b>Roberto Perli, head of global policy research at Cornerstone Macro:</b></p>\n<blockquote>\n <i>“The Fed will have one more employment report before the September meeting. Assuming it will be good as well, a plausible base case is for the FOMC to say at the September meeting that the labor market continued to make good progress, and if the progress continues at the recent pace the committee will be in a position to start tapering its asset purchases over the next few months.&nbsp; That would put the onset of tapering in late December or early January.“So bottom line I think the timeline remains the same.&nbsp; It would be hard to start tapering in September because it would go against both the ‘coming meetings’ (plural) language in the July statement and the notion that the FOMC would provide ample notice before actually starting tapering.”</i>\n</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>\"Enough For Tapering To Start\": Wall Street Reacts To A Blockbuster Jobs Report</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n\"Enough For Tapering To Start\": Wall Street Reacts To A Blockbuster Jobs Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/enough-tapering-start-wall-street-reacts-blockbuster-jobs-report><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just over 1 million on the Household survey), with strong job creation, a big drop in unemployment rate, ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/enough-tapering-start-wall-street-reacts-blockbuster-jobs-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/enough-tapering-start-wall-street-reacts-blockbuster-jobs-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145298738","content_text":"With the jobs report coming in at just shy of 1 million jobs on the establishment survey (and just over 1 million on the Household survey), with strong job creation, a big drop in unemployment rate, higher employment-to-population, rising wages and hours worked, and favorable revisions, consensus - at least judging by the market reaction - is that we have entered the \"substantial progress\" phase, greenlighting a tapering signal by the Fed at the end of the month during the Jackson Hole symposium.\nAnd yet there is one potential hurdle: the Delta surge and ensuing restrictions and/or lockdowns: as TD Ameritrade's JJ Kinahan says, \"because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”\nDo others agree? Below we have excerpted some analyst and strategist reactions to today's report.\nKatherine Judge, CIBC Capital Markets:\n\n“With many states set to see the unemployment benefit top-ups expire in early September, healthy job gains should continue ahead, in line with elevated job openings. This print should be enough to allow the Fed to announce an early 2022 tapering of QE at the September meeting.”\n\nChris Turner, head of foreign exchange strategy at ING Bank:\n\nThe stronger-than-expected jobs report makes it more likely that Federal Reserve Chair Jerome Powell may “drop heavy hints” at the Jackson Hole Symposium later this month, that the central bank may prepare to start tapering over subsequent months. The data is positive for the dollar versus the low-yielders such as the yen and euro. Still, the outlook for the greenback “should not necessarily damage the risk environment....Unless U.S. 10 year yields spike aggressively, high yield EM currencies should see demand on dips”\n\nCarl Riccadonna, Bloomberg Intelligence economist:\n\nThe jobs report is “sturdy, but not as strong as it looks.” In addition to the modest fade in the pace of private-sector hiring (703,000 in July vs. 769,000 in June), much of the July gain occurred in the tenuous leisure and hospitality sector -- and that could easily reverse due to Covid-19, he said. This already appears to be evident in metrics such as OpenTable bookings. “So if we look at private-sector hiring outside of leisure and hospitality, today’s reported gain was 323,000, a bit slower than the prior month’s 375,000.\nThis tells us that underlying economic momentum is steady-state, not accelerating.”\n\nNeil Dutta, economist at Renaissance Macro:\n\nThe FOMC could upgrade its language in the September statement to say that the economy is “on track for substantial further progress,” which would lead to a declaration of achievement of substantial further progress in “November at the earliest.”  Tapering, in that event, could begin as early as December.\n\nJJ Kinahan, chief market strategist at TD Ameritrade:\n\n“It’s a great number, there’s no way around that, it really is an impressive number. But I think if we didn’t have this new delta variant coming up, the conversation we’d be having is, is this inflationary, does this mean we’ll go into a taper, etc. But because of the delta variant, until we know a little bit more about that, I think it throws a different wrench in there, where we’re like, OK, now we’re in wait-and-see mode there. Great to see that the jobs are progressing and the economy is progressing -- hopefully by the next jobs report we’ll know if the economy can keep progressing at this pace. Right now it looks like it will.”\n\nRoberto Perli, head of global policy research at Cornerstone Macro:\n\n“The Fed will have one more employment report before the September meeting. Assuming it will be good as well, a plausible base case is for the FOMC to say at the September meeting that the labor market continued to make good progress, and if the progress continues at the recent pace the committee will be in a position to start tapering its asset purchases over the next few months.  That would put the onset of tapering in late December or early January.“So bottom line I think the timeline remains the same.  It would be hard to start tapering in September because it would go against both the ‘coming meetings’ (plural) language in the July statement and the notion that the FOMC would provide ample notice before actually starting tapering.”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890134302,"gmtCreate":1628086384706,"gmtModify":1633753726829,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Huat la.","listText":"Huat la.","text":"Huat la.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890134302","repostId":"1106185106","repostType":4,"repost":{"id":"1106185106","kind":"news","pubTimestamp":1628085241,"share":"https://www.laohu8.com/m/news/1106185106?lang=&edition=full","pubTime":"2021-08-04 21:54","market":"us","language":"en","title":"Treasury To Start Reducing Bond Auction Sizes As Soon As November","url":"https://stock-news.laohu8.com/highlight/detail?id=1106185106","media":"zerohedge","summary":"Heading into today's quarterly refunding announcement, the bond market was on edge over the (low) po","content":"<p>Heading into today's quarterly refunding announcement, the bond market was on edge over the (low) possibility widely discussed on sellside desks, that the Treasury could cut trim coupon auction sizes in the next few months to coincide with the Fed's tapering as the Treasury's funding needs have gradually emerged to be less than expected thanks to higher than expected tax revenues. In fact, according to some the drop in yields in recent weeks has been not due to the ongoing monster squeeze but due to expectations that there will be less TSY supply than demand.</p>\n<p>So when the Treasury released itslatest refunding statement(whose highlights hit about 10 mins early after some newswire broke the embargo), battered TSY bears breathed a sigh of relief because the Treasury said that contrary growing expectations, it \"<b>does not anticipate making any changes to nominal coupon and FRN auction sizes over the next quarter</b>.\" Here is the proposed treasury issuance scheduled for Q3:</p>\n<p><img src=\"https://static.tigerbbs.com/38e4d7e4d0f23901ba21254476fb0640\" tg-width=\"674\" tg-height=\"923\" width=\"100%\" height=\"auto\"></p>\n<p>However, in line with expectations, \"<b>continuing current issuance sizes and patterns may provide more borrowing capacity than is needed to address borrowing needs over the intermediate-to-long term</b>.\" As a result, the \"Treasury will continue to engage with a variety of market participants to better understand the supply and demand dynamics for existing securities,<b>with an expectation of announcing an initial set of auction size reductions as soon as the November refunding announcement</b>\" which is also in line with what most Primary Dealers had expected (among the 24 primary dealers in U.S. government securities, j<i>ust three expected smaller auctions during the August-to-October quarter, with many more seeing an announcement in November).</i>&nbsp; In other words,<b>shortly after the Fed's taper announcement at or just after Jackson Hole, the Treasury will follow up with an issuance cut of its own.</b></p>\n<p><img src=\"https://static.tigerbbs.com/c4ea04a7e2abe81b943385a9bdeab027\" tg-width=\"661\" tg-height=\"495\" width=\"100%\" height=\"auto\">So if no changes in coupon sizes, will Bill issuance at least shrink? You bet: as the Treasury added, \"seasonal or unexpected variations in borrowing needs over the next quarter is to be met by changes in bill auction sizes and Cash Management Bills (CMBs).\"&nbsp; Additionally, the Treasury will<b>end weekly issuance of 6-week CMBs later this month</b>:</p>\n<blockquote>\n \"the amount of net new cash still being raised from coupon issuance will allow Treasury to continue gradual reductions in bills as a percent of Treasury debt outstanding, in a manner consistent with recommendations made by the Treasury Borrowing Advisory Committee (TBAC) at its November 2020 meeting.&nbsp; Accordingly,\n <b>Treasury plans to further modify its regular cadence of CMBs.&nbsp; Treasury anticipates that weekly issuance of the 6-week CMBs will cease after settlement on August 19, whereas weekly issuance of the 17-week CMBs will continue at least through the end of October</b>.\n</blockquote>\n<p>Also of note, now that the US has triggered the debt ceiling extension measures which have an impact on how much cash the Treasury can hold at the current moment ($450BN), the Treasury said that it is unsure how long extraordinary measures put in place due to the debt ceiling will last:</p>\n<blockquote>\n As Secretary Yellen recently outlined in a July 23 letter to Congress, the period of time that extraordinary measures may last is subject to considerable uncertainty due to a variety of factors, including the challenges of forecasting the payments and receipts of the U.S. government months into the future, exacerbated by the heightened uncertainty in payments and receipts related to the economic impact of the pandemic.\n <b>Given this, Treasury is not able to currently provide a specific estimate of how long extraordinary measures will last.</b>\n</blockquote>\n<p>While it was of secondary importance, the Treasury also revealed the details of next week's auctions a/k/a the quarterly refunding offering, which&nbsp; was in line with expectations. Specifically, the Treasury will offer $126 billion of Treasuries to refund $58.6 billion of Treasury notes and bonds maturing on August 15, 2021.&nbsp;<b>This issuance will raise new cash of approximately $67.4 billion</b>. The securities are:</p>\n<ul>\n <li>A 3-year note in the amount of $58 billion, as expected</li>\n <li>A 10-year note in the amount of $41 billion, as expected</li>\n <li>A 30-year bond in the amount of $27 billion, as expected</li>\n</ul>\n<p>Going back to the Treasury's coupon shrinkage plans, theMinutes of the latest Treasury Borrowing Advisory Committeerevealed that the committee reviewed a presentation presentation about potential adjustments to coupon auction sizes in the coming years,,,</p>\n<p><img src=\"https://static.tigerbbs.com/0e1a37f22f9f748507c3370311dece35\" tg-width=\"1026\" tg-height=\"780\" width=\"100%\" height=\"auto\"></p>\n<p>... based on the presenting member’s assessment that the current auction schedule will likely leave Treasury significantly overfunded.</p>\n<p><img src=\"https://static.tigerbbs.com/54a5416fc7b72a56cb803a006a63256f\" tg-width=\"1022\" tg-height=\"782\" width=\"100%\" height=\"auto\">It noted that several significant financing uncertainties were also highlighted by the presenting member that will require a flexible approach within the regular and predictable paradigm.&nbsp; The resulting share of bills outstanding, the impact on the maturity profile, and the relative persistent supply and demand dynamics at each maturity point were then discussed for each issuance size scenario.</p>\n<p><b>The presenting member concluded by recommending that Treasury begin to move towards a scenario with issuance cuts across the nominal curve, but with relatively larger reductions in the 7-year and 20-year tenors, offset by smaller reductions to the 5-year, 10-year, and 30-year tenors.</b></p>\n<p>The Committee then turned to its financing recommendation for the upcoming quarters.<b>The Committee recommended that Treasury begin to reduce nominal coupon auction sizes at the November 2021 quarterly refunding and attempt to target a bill share of total marketable debt outstanding within the Committee’s past recommendation of 15 to 20 percent</b>.&nbsp; However, the Committee emphasized the current level of fiscal uncertainty and the need to remain flexible if borrowing needs were to change materially.</p>\n<p><img src=\"https://static.tigerbbs.com/8a7f025722c8e8f65c79b40a66f977bc\" tg-width=\"1026\" tg-height=\"770\" width=\"100%\" height=\"auto\">After a discussion, the Committee further recommended that Treasury proceed in November with modestly larger reductions in the 7-year note and 20-year bond.&nbsp; Finally, the Committee recommended that Treasury continue to increase TIPS auction sizes at a pace consistent with the increase in gross issuance for CY2021 that was announced at the November 2020 quarterly refunding.&nbsp; The Committee also reaffirmed its support for Treasury to issue a floating rate note indexed to the Secured Overnight Financing Rate.</p>\n<p>Tangentially, and perhaps linked to the recent discussions of tether, TBAC reviewed a presentation on regulatory reform options for the money market mutual fund (MMF) industry, given the stress experienced by certain types of funds during March 2020.&nbsp; The presenting member noted the vulnerabilities that exist for primmoe MMFs, highlighting common themes in several recent episodes of heightened outflows. During these events, the outflows from prime MMFs have tended to result in similarly sized and simultaneous inflows into government MMFs. The presenting member concluded by arguing that optimal reforms to address the vulnerabilities among prime MMFs should balance allowing these funds to offer attractive yields under normal market conditions while ensuring stability during periods of market stress.</p>\n<p>As Bloomberg notes, if the Treasury does proceed with a reduction in the November-to-January period,<b>it would be the first in more than five years</b>. Issuance had been climbing for years, thanks to surging federal budget deficits in the wake of former President&nbsp;Donald Trump’s tax cuts and, later, the emergency spending caused by the pandemic.</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>Treasury To Start Reducing Bond Auction Sizes As Soon As November</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTreasury To Start Reducing Bond Auction Sizes As Soon As November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/treasury-start-reducing-bond-auction-sizes-soon-november><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Heading into today's quarterly refunding announcement, the bond market was on edge over the (low) possibility widely discussed on sellside desks, that the Treasury could cut trim coupon auction sizes ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/treasury-start-reducing-bond-auction-sizes-soon-november\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/treasury-start-reducing-bond-auction-sizes-soon-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106185106","content_text":"Heading into today's quarterly refunding announcement, the bond market was on edge over the (low) possibility widely discussed on sellside desks, that the Treasury could cut trim coupon auction sizes in the next few months to coincide with the Fed's tapering as the Treasury's funding needs have gradually emerged to be less than expected thanks to higher than expected tax revenues. In fact, according to some the drop in yields in recent weeks has been not due to the ongoing monster squeeze but due to expectations that there will be less TSY supply than demand.\nSo when the Treasury released itslatest refunding statement(whose highlights hit about 10 mins early after some newswire broke the embargo), battered TSY bears breathed a sigh of relief because the Treasury said that contrary growing expectations, it \"does not anticipate making any changes to nominal coupon and FRN auction sizes over the next quarter.\" Here is the proposed treasury issuance scheduled for Q3:\n\nHowever, in line with expectations, \"continuing current issuance sizes and patterns may provide more borrowing capacity than is needed to address borrowing needs over the intermediate-to-long term.\" As a result, the \"Treasury will continue to engage with a variety of market participants to better understand the supply and demand dynamics for existing securities,with an expectation of announcing an initial set of auction size reductions as soon as the November refunding announcement\" which is also in line with what most Primary Dealers had expected (among the 24 primary dealers in U.S. government securities, just three expected smaller auctions during the August-to-October quarter, with many more seeing an announcement in November).  In other words,shortly after the Fed's taper announcement at or just after Jackson Hole, the Treasury will follow up with an issuance cut of its own.\nSo if no changes in coupon sizes, will Bill issuance at least shrink? You bet: as the Treasury added, \"seasonal or unexpected variations in borrowing needs over the next quarter is to be met by changes in bill auction sizes and Cash Management Bills (CMBs).\"  Additionally, the Treasury willend weekly issuance of 6-week CMBs later this month:\n\n \"the amount of net new cash still being raised from coupon issuance will allow Treasury to continue gradual reductions in bills as a percent of Treasury debt outstanding, in a manner consistent with recommendations made by the Treasury Borrowing Advisory Committee (TBAC) at its November 2020 meeting.  Accordingly,\n Treasury plans to further modify its regular cadence of CMBs.  Treasury anticipates that weekly issuance of the 6-week CMBs will cease after settlement on August 19, whereas weekly issuance of the 17-week CMBs will continue at least through the end of October.\n\nAlso of note, now that the US has triggered the debt ceiling extension measures which have an impact on how much cash the Treasury can hold at the current moment ($450BN), the Treasury said that it is unsure how long extraordinary measures put in place due to the debt ceiling will last:\n\n As Secretary Yellen recently outlined in a July 23 letter to Congress, the period of time that extraordinary measures may last is subject to considerable uncertainty due to a variety of factors, including the challenges of forecasting the payments and receipts of the U.S. government months into the future, exacerbated by the heightened uncertainty in payments and receipts related to the economic impact of the pandemic.\n Given this, Treasury is not able to currently provide a specific estimate of how long extraordinary measures will last.\n\nWhile it was of secondary importance, the Treasury also revealed the details of next week's auctions a/k/a the quarterly refunding offering, which  was in line with expectations. Specifically, the Treasury will offer $126 billion of Treasuries to refund $58.6 billion of Treasury notes and bonds maturing on August 15, 2021. This issuance will raise new cash of approximately $67.4 billion. The securities are:\n\nA 3-year note in the amount of $58 billion, as expected\nA 10-year note in the amount of $41 billion, as expected\nA 30-year bond in the amount of $27 billion, as expected\n\nGoing back to the Treasury's coupon shrinkage plans, theMinutes of the latest Treasury Borrowing Advisory Committeerevealed that the committee reviewed a presentation presentation about potential adjustments to coupon auction sizes in the coming years,,,\n\n... based on the presenting member’s assessment that the current auction schedule will likely leave Treasury significantly overfunded.\nIt noted that several significant financing uncertainties were also highlighted by the presenting member that will require a flexible approach within the regular and predictable paradigm.  The resulting share of bills outstanding, the impact on the maturity profile, and the relative persistent supply and demand dynamics at each maturity point were then discussed for each issuance size scenario.\nThe presenting member concluded by recommending that Treasury begin to move towards a scenario with issuance cuts across the nominal curve, but with relatively larger reductions in the 7-year and 20-year tenors, offset by smaller reductions to the 5-year, 10-year, and 30-year tenors.\nThe Committee then turned to its financing recommendation for the upcoming quarters.The Committee recommended that Treasury begin to reduce nominal coupon auction sizes at the November 2021 quarterly refunding and attempt to target a bill share of total marketable debt outstanding within the Committee’s past recommendation of 15 to 20 percent.  However, the Committee emphasized the current level of fiscal uncertainty and the need to remain flexible if borrowing needs were to change materially.\nAfter a discussion, the Committee further recommended that Treasury proceed in November with modestly larger reductions in the 7-year note and 20-year bond.  Finally, the Committee recommended that Treasury continue to increase TIPS auction sizes at a pace consistent with the increase in gross issuance for CY2021 that was announced at the November 2020 quarterly refunding.  The Committee also reaffirmed its support for Treasury to issue a floating rate note indexed to the Secured Overnight Financing Rate.\nTangentially, and perhaps linked to the recent discussions of tether, TBAC reviewed a presentation on regulatory reform options for the money market mutual fund (MMF) industry, given the stress experienced by certain types of funds during March 2020.  The presenting member noted the vulnerabilities that exist for primmoe MMFs, highlighting common themes in several recent episodes of heightened outflows. During these events, the outflows from prime MMFs have tended to result in similarly sized and simultaneous inflows into government MMFs. The presenting member concluded by arguing that optimal reforms to address the vulnerabilities among prime MMFs should balance allowing these funds to offer attractive yields under normal market conditions while ensuring stability during periods of market stress.\nAs Bloomberg notes, if the Treasury does proceed with a reduction in the November-to-January period,it would be the first in more than five years. Issuance had been climbing for years, thanks to surging federal budget deficits in the wake of former President Donald Trump’s tax cuts and, later, the emergency spending caused by the pandemic.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804847895,"gmtCreate":1627951522617,"gmtModify":1633754994876,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804847895","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805675847,"gmtCreate":1627880114189,"gmtModify":1633755646306,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805675847","repostId":"1138315390","repostType":4,"repost":{"id":"1138315390","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627876975,"share":"https://www.laohu8.com/m/news/1138315390?lang=&edition=full","pubTime":"2021-08-02 12:02","market":"us","language":"en","title":"Square, Robinhood, AMD, GameStop, Alibaba, AMC — Here's What WallStreetBets Is Talking About Heading Into New Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1138315390","media":"Benzinga","summary":"Heading into a new trading week,Square Inc.,RobinHood Markets Inc. and Advanced Micro Devices Inc. a","content":"<p>Heading into a new trading week,<b>Square Inc.</b>,<b>RobinHood Markets Inc.</b>&nbsp;and&nbsp;<b>Advanced Micro Devices Inc.</b>&nbsp;are&nbsp;among&nbsp;the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum.</p>\n<p><b>What Happened</b>: Exchange-traded fund&nbsp;<b>S&amp;P SPDR 500 ETF Trust</b>&nbsp;was the most discussed stock on the forum with 181 mentions, fintech firm Square with 56 mentions during the last 24 hours, data from Quiver Quantitative showed.</p>\n<p>Online brokerage Robinhood Markets and chipmaker Advanced Micro Devices are in the third and fourth positions, having attracted 47 and 46 mentions on the forum&nbsp;respectively.</p>\n<p>The other stocks that are trending on the forum include Chinese e-commerce giant&nbsp;<b>Alibaba Group Holding Ltd.</b>, video game retailer&nbsp;<b>GameStop Corp</b>., medical insurance technology company&nbsp;<b>Clover Health Investments Corp.</b>, movie theatre chain&nbsp;<b>AMC Entertainment Holdings Inc.</b>, e-commerce giant&nbsp;<b>Amazon.com Inc.</b>&nbsp;and electric vehicle maker&nbsp;<b>Tesla Inc.</b>.</p>\n<p><b>Why It Matters</b>: Robinhood Markets continues to see high interest from retail investors after its highly anticipated&nbsp;stock-market debut&nbsp;last week. A post on the WSB forum warning that people who shorted Robinhood have a “big storm coming,” had 87% upvotes at press time.</p>\n<p><b>Jack Dorsey</b>-led Square said on Sunday it has agreed to acquire the Australia-based ‘buy now, pay later’ platform Afterpay Ltd. for about $29 billion in stock. The company also reported a turnaround to profit in the second quarter with earnings per share of $0.40, while revenue surged 143% year-over-year to $4.68 billion. While the earnings per share beat analysts’ estimates, revenue missed their expectations.</p>\n<p>Shares of Advanced Micro Devices saw&nbsp;unusual options activity&nbsp;on Friday. The company reported better-than-expected second-quarter results last week.</p>\n<p>Alibaba is set to report earnings on Tuesday.</p>\n<p><b>Price Action</b>: SPDR S&amp;P 500 ETF Trust shares closed almost 0.5% lower in Friday’s regular trading session at $438.51, while Robinhood Market shares closed almost 1% higher at $35.15.</p>\n<p>Square shares closed 3.1% lower in Friday’s trading at $247.26.</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>Square, Robinhood, AMD, GameStop, Alibaba, AMC — Here's What WallStreetBets Is Talking About Heading Into New Week</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; 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nSquare, Robinhood, AMD, GameStop, Alibaba, AMC — Here's What WallStreetBets Is Talking About Heading Into New Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\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\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-02 12:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Heading into a new trading week,<b>Square Inc.</b>,<b>RobinHood Markets Inc.</b>&nbsp;and&nbsp;<b>Advanced Micro Devices Inc.</b>&nbsp;are&nbsp;among&nbsp;the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum.</p>\n<p><b>What Happened</b>: Exchange-traded fund&nbsp;<b>S&amp;P SPDR 500 ETF Trust</b>&nbsp;was the most discussed stock on the forum with 181 mentions, fintech firm Square with 56 mentions during the last 24 hours, data from Quiver Quantitative showed.</p>\n<p>Online brokerage Robinhood Markets and chipmaker Advanced Micro Devices are in the third and fourth positions, having attracted 47 and 46 mentions on the forum&nbsp;respectively.</p>\n<p>The other stocks that are trending on the forum include Chinese e-commerce giant&nbsp;<b>Alibaba Group Holding Ltd.</b>, video game retailer&nbsp;<b>GameStop Corp</b>., medical insurance technology company&nbsp;<b>Clover Health Investments Corp.</b>, movie theatre chain&nbsp;<b>AMC Entertainment Holdings Inc.</b>, e-commerce giant&nbsp;<b>Amazon.com Inc.</b>&nbsp;and electric vehicle maker&nbsp;<b>Tesla Inc.</b>.</p>\n<p><b>Why It Matters</b>: Robinhood Markets continues to see high interest from retail investors after its highly anticipated&nbsp;stock-market debut&nbsp;last week. A post on the WSB forum warning that people who shorted Robinhood have a “big storm coming,” had 87% upvotes at press time.</p>\n<p><b>Jack Dorsey</b>-led Square said on Sunday it has agreed to acquire the Australia-based ‘buy now, pay later’ platform Afterpay Ltd. for about $29 billion in stock. The company also reported a turnaround to profit in the second quarter with earnings per share of $0.40, while revenue surged 143% year-over-year to $4.68 billion. While the earnings per share beat analysts’ estimates, revenue missed their expectations.</p>\n<p>Shares of Advanced Micro Devices saw&nbsp;unusual options activity&nbsp;on Friday. The company reported better-than-expected second-quarter results last week.</p>\n<p>Alibaba is set to report earnings on Tuesday.</p>\n<p><b>Price Action</b>: SPDR S&amp;P 500 ETF Trust shares closed almost 0.5% lower in Friday’s regular trading session at $438.51, while Robinhood Market shares closed almost 1% higher at $35.15.</p>\n<p>Square shares closed 3.1% lower in Friday’s trading at $247.26.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","HOOD":"Robinhood","GME":"游戏驿站","AMD":"美国超微公司","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138315390","content_text":"Heading into a new trading week,Square Inc.,RobinHood Markets Inc. and Advanced Micro Devices Inc. are among the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum.\nWhat Happened: Exchange-traded fund S&P SPDR 500 ETF Trust was the most discussed stock on the forum with 181 mentions, fintech firm Square with 56 mentions during the last 24 hours, data from Quiver Quantitative showed.\nOnline brokerage Robinhood Markets and chipmaker Advanced Micro Devices are in the third and fourth positions, having attracted 47 and 46 mentions on the forum respectively.\nThe other stocks that are trending on the forum include Chinese e-commerce giant Alibaba Group Holding Ltd., video game retailer GameStop Corp., medical insurance technology company Clover Health Investments Corp., movie theatre chain AMC Entertainment Holdings Inc., e-commerce giant Amazon.com Inc. and electric vehicle maker Tesla Inc..\nWhy It Matters: Robinhood Markets continues to see high interest from retail investors after its highly anticipated stock-market debut last week. A post on the WSB forum warning that people who shorted Robinhood have a “big storm coming,” had 87% upvotes at press time.\nJack Dorsey-led Square said on Sunday it has agreed to acquire the Australia-based ‘buy now, pay later’ platform Afterpay Ltd. for about $29 billion in stock. The company also reported a turnaround to profit in the second quarter with earnings per share of $0.40, while revenue surged 143% year-over-year to $4.68 billion. While the earnings per share beat analysts’ estimates, revenue missed their expectations.\nShares of Advanced Micro Devices saw unusual options activity on Friday. The company reported better-than-expected second-quarter results last week.\nAlibaba is set to report earnings on Tuesday.\nPrice Action: SPDR S&P 500 ETF Trust shares closed almost 0.5% lower in Friday’s regular trading session at $438.51, while Robinhood Market shares closed almost 1% higher at $35.15.\nSquare shares closed 3.1% lower in Friday’s trading at $247.26.","news_type":1,"symbols_score_info":{"AMC":0.9,"AMD":0.9,"BABA":0.9,"GME":0.9,"HOOD":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801299484,"gmtCreate":1627517445648,"gmtModify":1633764270216,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Haiz","listText":"Haiz","text":"Haiz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801299484","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","kind":"news","pubTimestamp":1627514621,"share":"https://www.laohu8.com/m/news/1127264445?lang=&edition=full","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p>\n<p>Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p>\n<p>In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p>\n<p>“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p>\n<p>Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p>\n<p>The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p>\n<p>The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p>\n<p>The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p>\n<p>“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p>\n<p>In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p>\n<p>Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</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>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","OEX":"标普100","SH":"标普500反向ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","IVV":"标普500指数ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","UPRO":"三倍做多标普500ETF"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"ESmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SSO":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803125833,"gmtCreate":1627429053322,"gmtModify":1633765170310,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803125833","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809870144,"gmtCreate":1627361267688,"gmtModify":1633765715225,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809870144","repostId":"2154964378","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177544839,"gmtCreate":1627255427421,"gmtModify":1633766933142,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558300133012727","idStr":"3558300133012727"},"themes":[],"htmlText":"Great 🙏","listText":"Great 🙏","text":"Great 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177544839","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":811649096,"gmtCreate":1630321261915,"gmtModify":1704958376958,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558300133012727","authorIdStr":"3558300133012727"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811649096","repostId":"1199138618","repostType":4,"repost":{"id":"1199138618","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630316356,"share":"https://www.laohu8.com/m/news/1199138618?lang=&edition=full","pubTime":"2021-08-30 17:39","market":"us","language":"en","title":"Globalstar shares rose more than 20% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199138618","media":"Tiger Newspress","summary":"Globalstar shares rose more than 20% in premarket trading.\nApple Inc. could partner with Globalstar ","content":"<p>Globalstar&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;20%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/33606a167f18f6de91abf407f2f6fa7e\" tg-width=\"896\" tg-height=\"614\" width=\"100%\" height=\"auto\">Apple Inc.&nbsp;could partner with&nbsp;Globalstar Inc.&nbsp;to bring satellite communication connectivity to the upcoming&nbsp;iPhone 13&nbsp;models, according to a note from Apple analyst&nbsp;Ming-Chi Kuo,&nbsp;Apple&nbsp;Insider&nbsp;reported.</p>\n<p>A customized version of the Qualcomm X60 baseband chip that Apple is expected to use in the iPhone 13 will support low-earth-orbit (LEO) satellite communications, Kuo reportedly said in the note.</p>\n<p>iPhone 13 users will be able to directly use Globalstar’s satellite communication services on their devices if Apple partners with the LEO satellite communication service provider, Kuo said, as per the report.</p>\n<p>Apple could also use the satellite communication feature in its upcoming Apple AR headset and the Apple Car, Kuo noted.</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>Globalstar shares rose more than 20% in premarket trading</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nGlobalstar shares rose more than 20% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-30 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Globalstar&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;20%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/33606a167f18f6de91abf407f2f6fa7e\" tg-width=\"896\" tg-height=\"614\" width=\"100%\" height=\"auto\">Apple Inc.&nbsp;could partner with&nbsp;Globalstar Inc.&nbsp;to bring satellite communication connectivity to the upcoming&nbsp;iPhone 13&nbsp;models, according to a note from Apple analyst&nbsp;Ming-Chi Kuo,&nbsp;Apple&nbsp;Insider&nbsp;reported.</p>\n<p>A customized version of the Qualcomm X60 baseband chip that Apple is expected to use in the iPhone 13 will support low-earth-orbit (LEO) satellite communications, Kuo reportedly said in the note.</p>\n<p>iPhone 13 users will be able to directly use Globalstar’s satellite communication services on their devices if Apple partners with the LEO satellite communication service provider, Kuo said, as per the report.</p>\n<p>Apple could also use the satellite communication feature in its upcoming Apple AR headset and the Apple Car, Kuo noted.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GSAT":"全球星"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199138618","content_text":"Globalstar shares rose more than 20% in premarket trading.\nApple Inc. could partner with Globalstar Inc. to bring satellite communication connectivity to the upcoming iPhone 13 models, according to a note from Apple analyst Ming-Chi Kuo, Apple Insider reported.\nA customized version of the Qualcomm X60 baseband chip that Apple is expected to use in the iPhone 13 will support low-earth-orbit (LEO) satellite communications, Kuo reportedly said in the note.\niPhone 13 users will be able to directly use Globalstar’s satellite communication services on their devices if Apple partners with the LEO satellite communication service provider, Kuo said, as per the report.\nApple could also use the satellite communication feature in its upcoming Apple AR headset and the Apple Car, Kuo noted.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GSAT":0.9}},"isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835632060,"gmtCreate":1629709739250,"gmtModify":1631891257847,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558300133012727","authorIdStr":"3558300133012727"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835632060","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173216166,"gmtCreate":1626661953655,"gmtModify":1633925136435,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558300133012727","authorIdStr":"3558300133012727"},"themes":[],"htmlText":"Thanks for sharing. Like","listText":"Thanks for sharing. Like","text":"Thanks for sharing. 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07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p>\n<p>Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p>\n<p>In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p>\n<p>“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p>\n<p>Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p>\n<p>The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p>\n<p>The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p>\n<p>The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p>\n<p>“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p>\n<p>In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p>\n<p>Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</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>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","OEX":"标普100","SH":"标普500反向ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","IVV":"标普500指数ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","UPRO":"三倍做多标普500ETF"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"ESmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SSO":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171298197,"gmtCreate":1626745142419,"gmtModify":1633771477643,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558300133012727","authorIdStr":"3558300133012727"},"themes":[],"htmlText":"Like👍","listText":"Like👍","text":"Like👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171298197","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897809497,"gmtCreate":1628903251819,"gmtModify":1633688653810,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558300133012727","authorIdStr":"3558300133012727"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897809497","repostId":"2159215280","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890134302,"gmtCreate":1628086384706,"gmtModify":1633753726829,"author":{"id":"3558300133012727","authorId":"3558300133012727","name":"kaiichean","avatar":"https://static.tigerbbs.com/29b9e53372efdd17fed80dadc41a6a6e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558300133012727","authorIdStr":"3558300133012727"},"themes":[],"htmlText":"Huat la.","listText":"Huat la.","text":"Huat la.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890134302","repostId":"1106185106","repostType":4,"repost":{"id":"1106185106","kind":"news","pubTimestamp":1628085241,"share":"https://www.laohu8.com/m/news/1106185106?lang=&edition=full","pubTime":"2021-08-04 21:54","market":"us","language":"en","title":"Treasury To Start Reducing Bond Auction Sizes As Soon As November","url":"https://stock-news.laohu8.com/highlight/detail?id=1106185106","media":"zerohedge","summary":"Heading into today's quarterly refunding announcement, the bond market was on edge over the (low) po","content":"<p>Heading into today's quarterly refunding announcement, the bond market was on edge over the (low) possibility widely discussed on sellside desks, that the Treasury could cut trim coupon auction sizes in the next few months to coincide with the Fed's tapering as the Treasury's funding needs have gradually emerged to be less than expected thanks to higher than expected tax revenues. In fact, according to some the drop in yields in recent weeks has been not due to the ongoing monster squeeze but due to expectations that there will be less TSY supply than demand.</p>\n<p>So when the Treasury released itslatest refunding statement(whose highlights hit about 10 mins early after some newswire broke the embargo), battered TSY bears breathed a sigh of relief because the Treasury said that contrary growing expectations, it \"<b>does not anticipate making any changes to nominal coupon and FRN auction sizes over the next quarter</b>.\" Here is the proposed treasury issuance scheduled for Q3:</p>\n<p><img src=\"https://static.tigerbbs.com/38e4d7e4d0f23901ba21254476fb0640\" tg-width=\"674\" tg-height=\"923\" width=\"100%\" height=\"auto\"></p>\n<p>However, in line with expectations, \"<b>continuing current issuance sizes and patterns may provide more borrowing capacity than is needed to address borrowing needs over the intermediate-to-long term</b>.\" As a result, the \"Treasury will continue to engage with a variety of market participants to better understand the supply and demand dynamics for existing securities,<b>with an expectation of announcing an initial set of auction size reductions as soon as the November refunding announcement</b>\" which is also in line with what most Primary Dealers had expected (among the 24 primary dealers in U.S. government securities, j<i>ust three expected smaller auctions during the August-to-October quarter, with many more seeing an announcement in November).</i>&nbsp; In other words,<b>shortly after the Fed's taper announcement at or just after Jackson Hole, the Treasury will follow up with an issuance cut of its own.</b></p>\n<p><img src=\"https://static.tigerbbs.com/c4ea04a7e2abe81b943385a9bdeab027\" tg-width=\"661\" tg-height=\"495\" width=\"100%\" height=\"auto\">So if no changes in coupon sizes, will Bill issuance at least shrink? You bet: as the Treasury added, \"seasonal or unexpected variations in borrowing needs over the next quarter is to be met by changes in bill auction sizes and Cash Management Bills (CMBs).\"&nbsp; Additionally, the Treasury will<b>end weekly issuance of 6-week CMBs later this month</b>:</p>\n<blockquote>\n \"the amount of net new cash still being raised from coupon issuance will allow Treasury to continue gradual reductions in bills as a percent of Treasury debt outstanding, in a manner consistent with recommendations made by the Treasury Borrowing Advisory Committee (TBAC) at its November 2020 meeting.&nbsp; Accordingly,\n <b>Treasury plans to further modify its regular cadence of CMBs.&nbsp; Treasury anticipates that weekly issuance of the 6-week CMBs will cease after settlement on August 19, whereas weekly issuance of the 17-week CMBs will continue at least through the end of October</b>.\n</blockquote>\n<p>Also of note, now that the US has triggered the debt ceiling extension measures which have an impact on how much cash the Treasury can hold at the current moment ($450BN), the Treasury said that it is unsure how long extraordinary measures put in place due to the debt ceiling will last:</p>\n<blockquote>\n As Secretary Yellen recently outlined in a July 23 letter to Congress, the period of time that extraordinary measures may last is subject to considerable uncertainty due to a variety of factors, including the challenges of forecasting the payments and receipts of the U.S. government months into the future, exacerbated by the heightened uncertainty in payments and receipts related to the economic impact of the pandemic.\n <b>Given this, Treasury is not able to currently provide a specific estimate of how long extraordinary measures will last.</b>\n</blockquote>\n<p>While it was of secondary importance, the Treasury also revealed the details of next week's auctions a/k/a the quarterly refunding offering, which&nbsp; was in line with expectations. Specifically, the Treasury will offer $126 billion of Treasuries to refund $58.6 billion of Treasury notes and bonds maturing on August 15, 2021.&nbsp;<b>This issuance will raise new cash of approximately $67.4 billion</b>. The securities are:</p>\n<ul>\n <li>A 3-year note in the amount of $58 billion, as expected</li>\n <li>A 10-year note in the amount of $41 billion, as expected</li>\n <li>A 30-year bond in the amount of $27 billion, as expected</li>\n</ul>\n<p>Going back to the Treasury's coupon shrinkage plans, theMinutes of the latest Treasury Borrowing Advisory Committeerevealed that the committee reviewed a presentation presentation about potential adjustments to coupon auction sizes in the coming years,,,</p>\n<p><img src=\"https://static.tigerbbs.com/0e1a37f22f9f748507c3370311dece35\" tg-width=\"1026\" tg-height=\"780\" width=\"100%\" height=\"auto\"></p>\n<p>... based on the presenting member’s assessment that the current auction schedule will likely leave Treasury significantly overfunded.</p>\n<p><img src=\"https://static.tigerbbs.com/54a5416fc7b72a56cb803a006a63256f\" tg-width=\"1022\" tg-height=\"782\" width=\"100%\" height=\"auto\">It noted that several significant financing uncertainties were also highlighted by the presenting member that will require a flexible approach within the regular and predictable paradigm.&nbsp; The resulting share of bills outstanding, the impact on the maturity profile, and the relative persistent supply and demand dynamics at each maturity point were then discussed for each issuance size scenario.</p>\n<p><b>The presenting member concluded by recommending that Treasury begin to move towards a scenario with issuance cuts across the nominal curve, but with relatively larger reductions in the 7-year and 20-year tenors, offset by smaller reductions to the 5-year, 10-year, and 30-year tenors.</b></p>\n<p>The Committee then turned to its financing recommendation for the upcoming quarters.<b>The Committee recommended that Treasury begin to reduce nominal coupon auction sizes at the November 2021 quarterly refunding and attempt to target a bill share of total marketable debt outstanding within the Committee’s past recommendation of 15 to 20 percent</b>.&nbsp; However, the Committee emphasized the current level of fiscal uncertainty and the need to remain flexible if borrowing needs were to change materially.</p>\n<p><img src=\"https://static.tigerbbs.com/8a7f025722c8e8f65c79b40a66f977bc\" tg-width=\"1026\" tg-height=\"770\" width=\"100%\" height=\"auto\">After a discussion, the Committee further recommended that Treasury proceed in November with modestly larger reductions in the 7-year note and 20-year bond.&nbsp; Finally, the Committee recommended that Treasury continue to increase TIPS auction sizes at a pace consistent with the increase in gross issuance for CY2021 that was announced at the November 2020 quarterly refunding.&nbsp; The Committee also reaffirmed its support for Treasury to issue a floating rate note indexed to the Secured Overnight Financing Rate.</p>\n<p>Tangentially, and perhaps linked to the recent discussions of tether, TBAC reviewed a presentation on regulatory reform options for the money market mutual fund (MMF) industry, given the stress experienced by certain types of funds during March 2020.&nbsp; The presenting member noted the vulnerabilities that exist for primmoe MMFs, highlighting common themes in several recent episodes of heightened outflows. During these events, the outflows from prime MMFs have tended to result in similarly sized and simultaneous inflows into government MMFs. The presenting member concluded by arguing that optimal reforms to address the vulnerabilities among prime MMFs should balance allowing these funds to offer attractive yields under normal market conditions while ensuring stability during periods of market stress.</p>\n<p>As Bloomberg notes, if the Treasury does proceed with a reduction in the November-to-January period,<b>it would be the first in more than five years</b>. Issuance had been climbing for years, thanks to surging federal budget deficits in the wake of former President&nbsp;Donald Trump’s tax cuts and, later, the emergency spending caused by the pandemic.</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>Treasury To Start Reducing Bond Auction Sizes As Soon As November</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTreasury To Start Reducing Bond Auction Sizes As Soon As November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/treasury-start-reducing-bond-auction-sizes-soon-november><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Heading into today's quarterly refunding announcement, the bond market was on edge over the (low) possibility widely discussed on sellside desks, that the Treasury could cut trim coupon auction sizes ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/treasury-start-reducing-bond-auction-sizes-soon-november\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/treasury-start-reducing-bond-auction-sizes-soon-november","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106185106","content_text":"Heading into today's quarterly refunding announcement, the bond market was on edge over the (low) possibility widely discussed on sellside desks, that the Treasury could cut trim coupon auction sizes in the next few months to coincide with the Fed's tapering as the Treasury's funding needs have gradually emerged to be less than expected thanks to higher than expected tax revenues. In fact, according to some the drop in yields in recent weeks has been not due to the ongoing monster squeeze but due to expectations that there will be less TSY supply than demand.\nSo when the Treasury released itslatest refunding statement(whose highlights hit about 10 mins early after some newswire broke the embargo), battered TSY bears breathed a sigh of relief because the Treasury said that contrary growing expectations, it \"does not anticipate making any changes to nominal coupon and FRN auction sizes over the next quarter.\" Here is the proposed treasury issuance scheduled for Q3:\n\nHowever, in line with expectations, \"continuing current issuance sizes and patterns may provide more borrowing capacity than is needed to address borrowing needs over the intermediate-to-long term.\" As a result, the \"Treasury will continue to engage with a variety of market participants to better understand the supply and demand dynamics for existing securities,with an expectation of announcing an initial set of auction size reductions as soon as the November refunding announcement\" which is also in line with what most Primary Dealers had expected (among the 24 primary dealers in U.S. government securities, just three expected smaller auctions during the August-to-October quarter, with many more seeing an announcement in November).  In other words,shortly after the Fed's taper announcement at or just after Jackson Hole, the Treasury will follow up with an issuance cut of its own.\nSo if no changes in coupon sizes, will Bill issuance at least shrink? You bet: as the Treasury added, \"seasonal or unexpected variations in borrowing needs over the next quarter is to be met by changes in bill auction sizes and Cash Management Bills (CMBs).\"  Additionally, the Treasury willend weekly issuance of 6-week CMBs later this month:\n\n \"the amount of net new cash still being raised from coupon issuance will allow Treasury to continue gradual reductions in bills as a percent of Treasury debt outstanding, in a manner consistent with recommendations made by the Treasury Borrowing Advisory Committee (TBAC) at its November 2020 meeting.  Accordingly,\n Treasury plans to further modify its regular cadence of CMBs.  Treasury anticipates that weekly issuance of the 6-week CMBs will cease after settlement on August 19, whereas weekly issuance of the 17-week CMBs will continue at least through the end of October.\n\nAlso of note, now that the US has triggered the debt ceiling extension measures which have an impact on how much cash the Treasury can hold at the current moment ($450BN), the Treasury said that it is unsure how long extraordinary measures put in place due to the debt ceiling will last:\n\n As Secretary Yellen recently outlined in a July 23 letter to Congress, the period of time that extraordinary measures may last is subject to considerable uncertainty due to a variety of factors, including the challenges of forecasting the payments and receipts of the U.S. government months into the future, exacerbated by the heightened uncertainty in payments and receipts related to the economic impact of the pandemic.\n Given this, Treasury is not able to currently provide a specific estimate of how long extraordinary measures will last.\n\nWhile it was of secondary importance, the Treasury also revealed the details of next week's auctions a/k/a the quarterly refunding offering, which  was in line with expectations. Specifically, the Treasury will offer $126 billion of Treasuries to refund $58.6 billion of Treasury notes and bonds maturing on August 15, 2021. This issuance will raise new cash of approximately $67.4 billion. The securities are:\n\nA 3-year note in the amount of $58 billion, as expected\nA 10-year note in the amount of $41 billion, as expected\nA 30-year bond in the amount of $27 billion, as expected\n\nGoing back to the Treasury's coupon shrinkage plans, theMinutes of the latest Treasury Borrowing Advisory Committeerevealed that the committee reviewed a presentation presentation about potential adjustments to coupon auction sizes in the coming years,,,\n\n... based on the presenting member’s assessment that the current auction schedule will likely leave Treasury significantly overfunded.\nIt noted that several significant financing uncertainties were also highlighted by the presenting member that will require a flexible approach within the regular and predictable paradigm.  The resulting share of bills outstanding, the impact on the maturity profile, and the relative persistent supply and demand dynamics at each maturity point were then discussed for each issuance size scenario.\nThe presenting member concluded by recommending that Treasury begin to move towards a scenario with issuance cuts across the nominal curve, but with relatively larger reductions in the 7-year and 20-year tenors, offset by smaller reductions to the 5-year, 10-year, and 30-year tenors.\nThe Committee then turned to its financing recommendation for the upcoming quarters.The Committee recommended that Treasury begin to reduce nominal coupon auction sizes at the November 2021 quarterly refunding and attempt to target a bill share of total marketable debt outstanding within the Committee’s past recommendation of 15 to 20 percent.  However, the Committee emphasized the current level of fiscal uncertainty and the need to remain flexible if borrowing needs were to change materially.\nAfter a discussion, the Committee further recommended that Treasury proceed in November with modestly larger reductions in the 7-year note and 20-year bond.  Finally, the Committee recommended that Treasury continue to increase TIPS auction sizes at a pace consistent with the increase in gross issuance for CY2021 that was announced at the November 2020 quarterly refunding.  The Committee also reaffirmed its support for Treasury to issue a floating rate note indexed to the Secured Overnight Financing Rate.\nTangentially, and perhaps linked to the recent discussions of tether, TBAC reviewed a presentation on regulatory reform options for the money market mutual fund (MMF) industry, given the stress experienced by certain types of funds during March 2020.  The presenting member noted the vulnerabilities that exist for primmoe MMFs, highlighting common themes in several recent episodes of heightened outflows. During these events, the outflows from prime MMFs have tended to result in similarly sized and simultaneous inflows into government MMFs. The presenting member concluded by arguing that optimal reforms to address the vulnerabilities among prime MMFs should balance allowing these funds to offer attractive yields under normal market conditions while ensuring stability during periods of market stress.\nAs Bloomberg notes, if the Treasury does proceed with a reduction in the November-to-January period,it would be the first in more than five years. Issuance had been climbing for years, thanks to surging federal budget deficits in the wake of former President Donald Trump’s tax cuts and, later, the emergency spending caused by the pandemic.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}