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2021-10-18

Tesla is great!

Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week

2021-08-20

Hi

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2021-08-20

Like

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2021-08-19

Yeah!

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2021-08-19

Great!

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2021-08-19

[Happy]

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2021-08-17

Great!

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2021-08-17

[Happy]

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2021-08-17

😙😙😙

JPMorgan Lists The Bull And Bear Cases For Markets

2021-08-17

Tell me your opinion about this news...

JPMorgan Lists The Bull And Bear Cases For Markets

2021-08-17

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is great!","listText":"Tesla is great!","text":"Tesla is great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850934029","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","kind":"news","pubTimestamp":1634511079,"share":"https://www.laohu8.com/m/news/1185155570?lang=&edition=full","pubTime":"2021-10-18 06:51","market":"us","language":"en","title":"Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1185155570","media":"Barrons","summary":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. ","content":"<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p>\n<p><img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p>\n<p>Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p>\n<p>On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p>\n<p>Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p>\n<p>Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p>\n<p><b>Monday 10/18</b></p>\n<p><b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p>\n<p>Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p>\n<p><b>Tuesday 10/19</b></p>\n<p><b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p>\n<p>Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p>\n<p><b>Wednesday 10/20</b></p>\n<p><b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p>\n<p>Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p>\n<p><b>Thursday 10/21</b></p>\n<p><b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p>\n<p>Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p>\n<p><b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p>\n<p><b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p>\n<p><b>Friday 10/22</b></p>\n<p><b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p>\n<p>Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p>","source":"lsy1601382232898","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>Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This 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; 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\">\nTesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 06:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","LUV":"西南航空","AAL":"美国航空","IBM":"IBM",".SPX":"S&P 500 Index","T":"At&T","NFLX":"奈飞","TSLA":"特斯拉","INTC":"英特尔","CMG":"墨式烧烤",".IXIC":"NASDAQ Composite","HAL":"哈里伯顿",".DJI":"道琼斯","UAL":"联合大陆航空","AXP":"美国运通"},"source_url":"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185155570","content_text":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.\n\nAlbertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.\nOn Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.\nEconomic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.\nOther releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.\nMonday 10/18\nThe Federal Reserve releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.\nAlbertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.\nTuesday 10/19\nThe Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.\nHalliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.\nWednesday 10/20\nThe Federal Reserve releases its beige book about current economic conditions across the central bank’s 12 districts.\nAbbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.\nThursday 10/21\nThe National Association of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.\nDow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.\nThe Philadelphia Fed diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.\nThe Conference Board releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.\nFriday 10/22\nIHS Markit releases the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.\nWhirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838633314,"gmtCreate":1629389409938,"gmtModify":1633685184480,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838633314","repostId":"2160760962","repostType":4,"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838639439,"gmtCreate":1629389380121,"gmtModify":1633685184929,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838639439","repostId":"1103923833","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838379986,"gmtCreate":1629378239445,"gmtModify":1633685310726,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Yeah!","listText":"Yeah!","text":"Yeah!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838379986","repostId":"1144262569","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831423693,"gmtCreate":1629342001712,"gmtModify":1633685532881,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831423693","repostId":"2160755884","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831429724,"gmtCreate":1629341967368,"gmtModify":1633685533204,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831429724","repostId":"2160755884","repostType":4,"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833974094,"gmtCreate":1629202089918,"gmtModify":1633686627110,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833974094","repostId":"2160620348","repostType":4,"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833975192,"gmtCreate":1629202055716,"gmtModify":1633686627757,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highli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17:31","market":"us","language":"en","title":"JPMorgan Lists The Bull And Bear Cases For Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1123297263","media":"zerohedge","summary":"With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltu","content":"<p>With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&amp;P 100% higher from the pandemic bottom in March 2020 and is trading at a new all time high as of this moment, this morning JPMorgan - which has been one of the most vocally bullish banks even if it has called for outperformance of value stocks which have lost their mojo in the past 3 months as the reflation case was abandoned by markets - published its Bull and Bear Cases, including several key risks that the bank's strategist believe will define markets for the next few months.</p>\n<p><u><b>BULL CASE:</b></u></p>\n<ol>\n <li><b>Earnings momentum</b>– JPM's chief equity strategist increased his EPS estimates on 7/20/21 to $205 for 2021, $230for 2022, and $250 for 2023; all are above Street consensus</li>\n <li><b>Accelerating buybacks</b>– As of 8/6/21 there were $477bn of announced buybacks, implying $800bn annualized number which would trail only 2018 in $-volume and exceed 2019’s $702bn</li>\n <li><b>Improving COVID environment</b>–this will boost Consumer spending and job growth; JPM cites Marko Kolanovic' view that the effective reproduction number (Rt) is declining in 40 of 50 states</li>\n <li><b>More stimulus</b>– the most likely is infrastructure,<b>which could be $550bn or ~$4T</b></li>\n <li><b>China growth reboot</b>– China may decide to add more fiscal &amp; monetary stimulus helping boost RoW</li>\n <li><b>Improved labor markets</b>– this would also have positive, direct impacts on GDP.</li>\n</ol>\n<p><u><b>BEAR CASE:</b></u></p>\n<ol>\n <li><b>COVID expands/mutates</b>– JPM says that there is evidence that Delta-variant is more harmful on children than other strains and the under 18 year old hospitalization rate is the highest of the pandemic (WaPo); given children under 12 are ineligible for vaccines JPM believes that \"<i><b>we may see lockdowns reinstated to protect kids</b></i>\"</li>\n <li><b>Online schooling</b>– A move to delay or cancel in-person learning is market negative given the impacts on the labor market, spending without stimulus, and sentiment;</li>\n <li><b>Fed policy mistake</b>– The bank believes that at this stage, it would be too early for the Fed to announce tapering which could mean that unemployment does not reach February 2020 levels as financial conditions tighten;</li>\n <li><b>China’s COVID-Zero policy hurts global growth</b>– the shutdown of the world’s 3rd busiest port in China in response to one positive case triggering global delays include at the Port of Los Angeles but generally the policy has led most economists to downgrade growth.</li>\n <li><b>Government Shutdown</b>– US fiscal policy has been a tailwind throughout the pandemic but the fighting surrounding infra and the debt ceiling could lead to another shutdown according to JPM; the 2011 shutdown led to a US credit downgrade on 8/5/11 triggering a 1.29% decline in the SPX in Aug/Sept with the 10Y yield falling from 2.40% on 8/4 to 1.92% on 9/30</li>\n</ol>\n<p><u><b>RISKS:</b></u></p>\n<ol>\n <li><b>Geopolitics</b>– the top risk is the situation in Afghanistan which could spill across the region potentially bringing American/Allied, Chinese, or Russian, forces to the region or a prolonged basis; at best this is a humanitarian crisis that triggers waves of refugees;</li>\n <li><b>US Consumer fails to boost the economy</b>– while much focus has been on stimulus and savings rates, one hidden source of level is the proliferation of Buy Now, Pay Later (“BNPL”) that grew from $9.5bn in 2019 to $19bn in 2020 (CNBC) and may grow exponentially from here given new entrants like Apple and M&amp;A. There is evidence that BNPL represents hidden leverage and thus could mute the impact of normalizing savings rates and/or become a new source of economy-wide credit risk.</li>\n <li><b>Rates/USD</b>– a surge in yields, a plunge in dollars, or inflation expectations jumping materially could drive volatility into Equity markets; and,</li>\n <li><b>Financial conditions</b>– could become a headwind, stalling growth.</li>\n</ol>","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>JPMorgan Lists The Bull And Bear Cases For Markets</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\">\nJPMorgan Lists The Bull And Bear Cases For Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&P 100% higher from the pandemic bottom in March 2020 and ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123297263","content_text":"With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&P 100% higher from the pandemic bottom in March 2020 and is trading at a new all time high as of this moment, this morning JPMorgan - which has been one of the most vocally bullish banks even if it has called for outperformance of value stocks which have lost their mojo in the past 3 months as the reflation case was abandoned by markets - published its Bull and Bear Cases, including several key risks that the bank's strategist believe will define markets for the next few months.\nBULL CASE:\n\nEarnings momentum– JPM's chief equity strategist increased his EPS estimates on 7/20/21 to $205 for 2021, $230for 2022, and $250 for 2023; all are above Street consensus\nAccelerating buybacks– As of 8/6/21 there were $477bn of announced buybacks, implying $800bn annualized number which would trail only 2018 in $-volume and exceed 2019’s $702bn\nImproving COVID environment–this will boost Consumer spending and job growth; JPM cites Marko Kolanovic' view that the effective reproduction number (Rt) is declining in 40 of 50 states\nMore stimulus– the most likely is infrastructure,which could be $550bn or ~$4T\nChina growth reboot– China may decide to add more fiscal & monetary stimulus helping boost RoW\nImproved labor markets– this would also have positive, direct impacts on GDP.\n\nBEAR CASE:\n\nCOVID expands/mutates– JPM says that there is evidence that Delta-variant is more harmful on children than other strains and the under 18 year old hospitalization rate is the highest of the pandemic (WaPo); given children under 12 are ineligible for vaccines JPM believes that \"we may see lockdowns reinstated to protect kids\"\nOnline schooling– A move to delay or cancel in-person learning is market negative given the impacts on the labor market, spending without stimulus, and sentiment;\nFed policy mistake– The bank believes that at this stage, it would be too early for the Fed to announce tapering which could mean that unemployment does not reach February 2020 levels as financial conditions tighten;\nChina’s COVID-Zero policy hurts global growth– the shutdown of the world’s 3rd busiest port in China in response to one positive case triggering global delays include at the Port of Los Angeles but generally the policy has led most economists to downgrade growth.\nGovernment Shutdown– US fiscal policy has been a tailwind throughout the pandemic but the fighting surrounding infra and the debt ceiling could lead to another shutdown according to JPM; the 2011 shutdown led to a US credit downgrade on 8/5/11 triggering a 1.29% decline in the SPX in Aug/Sept with the 10Y yield falling from 2.40% on 8/4 to 1.92% on 9/30\n\nRISKS:\n\nGeopolitics– the top risk is the situation in Afghanistan which could spill across the region potentially bringing American/Allied, Chinese, or Russian, forces to the region or a prolonged basis; at best this is a humanitarian crisis that triggers waves of refugees;\nUS Consumer fails to boost the economy– while much focus has been on stimulus and savings rates, one hidden source of level is the proliferation of Buy Now, Pay Later (“BNPL”) that grew from $9.5bn in 2019 to $19bn in 2020 (CNBC) and may grow exponentially from here given new entrants like Apple and M&A. There is evidence that BNPL represents hidden leverage and thus could mute the impact of normalizing savings rates and/or become a new source of economy-wide credit risk.\nRates/USD– a surge in yields, a plunge in dollars, or inflation expectations jumping materially could drive volatility into Equity markets; and,\nFinancial conditions– could become a headwind, stalling growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833924418,"gmtCreate":1629199499134,"gmtModify":1633686645572,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833924418","repostId":"1123297263","repostType":4,"repost":{"id":"1123297263","kind":"news","pubTimestamp":1629192705,"share":"https://www.laohu8.com/m/news/1123297263?lang=&edition=full","pubTime":"2021-08-17 17:31","market":"us","language":"en","title":"JPMorgan Lists The Bull And Bear Cases For Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1123297263","media":"zerohedge","summary":"With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltu","content":"<p>With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&amp;P 100% higher from the pandemic bottom in March 2020 and is trading at a new all time high as of this moment, this morning JPMorgan - which has been one of the most vocally bullish banks even if it has called for outperformance of value stocks which have lost their mojo in the past 3 months as the reflation case was abandoned by markets - published its Bull and Bear Cases, including several key risks that the bank's strategist believe will define markets for the next few months.</p>\n<p><u><b>BULL CASE:</b></u></p>\n<ol>\n <li><b>Earnings momentum</b>– JPM's chief equity strategist increased his EPS estimates on 7/20/21 to $205 for 2021, $230for 2022, and $250 for 2023; all are above Street consensus</li>\n <li><b>Accelerating buybacks</b>– As of 8/6/21 there were $477bn of announced buybacks, implying $800bn annualized number which would trail only 2018 in $-volume and exceed 2019’s $702bn</li>\n <li><b>Improving COVID environment</b>–this will boost Consumer spending and job growth; JPM cites Marko Kolanovic' view that the effective reproduction number (Rt) is declining in 40 of 50 states</li>\n <li><b>More stimulus</b>– the most likely is infrastructure,<b>which could be $550bn or ~$4T</b></li>\n <li><b>China growth reboot</b>– China may decide to add more fiscal &amp; monetary stimulus helping boost RoW</li>\n <li><b>Improved labor markets</b>– this would also have positive, direct impacts on GDP.</li>\n</ol>\n<p><u><b>BEAR CASE:</b></u></p>\n<ol>\n <li><b>COVID expands/mutates</b>– JPM says that there is evidence that Delta-variant is more harmful on children than other strains and the under 18 year old hospitalization rate is the highest of the pandemic (WaPo); given children under 12 are ineligible for vaccines JPM believes that \"<i><b>we may see lockdowns reinstated to protect kids</b></i>\"</li>\n <li><b>Online schooling</b>– A move to delay or cancel in-person learning is market negative given the impacts on the labor market, spending without stimulus, and sentiment;</li>\n <li><b>Fed policy mistake</b>– The bank believes that at this stage, it would be too early for the Fed to announce tapering which could mean that unemployment does not reach February 2020 levels as financial conditions tighten;</li>\n <li><b>China’s COVID-Zero policy hurts global growth</b>– the shutdown of the world’s 3rd busiest port in China in response to one positive case triggering global delays include at the Port of Los Angeles but generally the policy has led most economists to downgrade growth.</li>\n <li><b>Government Shutdown</b>– US fiscal policy has been a tailwind throughout the pandemic but the fighting surrounding infra and the debt ceiling could lead to another shutdown according to JPM; the 2011 shutdown led to a US credit downgrade on 8/5/11 triggering a 1.29% decline in the SPX in Aug/Sept with the 10Y yield falling from 2.40% on 8/4 to 1.92% on 9/30</li>\n</ol>\n<p><u><b>RISKS:</b></u></p>\n<ol>\n <li><b>Geopolitics</b>– the top risk is the situation in Afghanistan which could spill across the region potentially bringing American/Allied, Chinese, or Russian, forces to the region or a prolonged basis; at best this is a humanitarian crisis that triggers waves of refugees;</li>\n <li><b>US Consumer fails to boost the economy</b>– while much focus has been on stimulus and savings rates, one hidden source of level is the proliferation of Buy Now, Pay Later (“BNPL”) that grew from $9.5bn in 2019 to $19bn in 2020 (CNBC) and may grow exponentially from here given new entrants like Apple and M&amp;A. There is evidence that BNPL represents hidden leverage and thus could mute the impact of normalizing savings rates and/or become a new source of economy-wide credit risk.</li>\n <li><b>Rates/USD</b>– a surge in yields, a plunge in dollars, or inflation expectations jumping materially could drive volatility into Equity markets; and,</li>\n <li><b>Financial conditions</b>– could become a headwind, stalling growth.</li>\n</ol>","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>JPMorgan Lists The Bull And Bear Cases For Markets</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\">\nJPMorgan Lists The Bull And Bear Cases For Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&P 100% higher from the pandemic bottom in March 2020 and ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123297263","content_text":"With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&P 100% higher from the pandemic bottom in March 2020 and is trading at a new all time high as of this moment, this morning JPMorgan - which has been one of the most vocally bullish banks even if it has called for outperformance of value stocks which have lost their mojo in the past 3 months as the reflation case was abandoned by markets - published its Bull and Bear Cases, including several key risks that the bank's strategist believe will define markets for the next few months.\nBULL CASE:\n\nEarnings momentum– JPM's chief equity strategist increased his EPS estimates on 7/20/21 to $205 for 2021, $230for 2022, and $250 for 2023; all are above Street consensus\nAccelerating buybacks– As of 8/6/21 there were $477bn of announced buybacks, implying $800bn annualized number which would trail only 2018 in $-volume and exceed 2019’s $702bn\nImproving COVID environment–this will boost Consumer spending and job growth; JPM cites Marko Kolanovic' view that the effective reproduction number (Rt) is declining in 40 of 50 states\nMore stimulus– the most likely is infrastructure,which could be $550bn or ~$4T\nChina growth reboot– China may decide to add more fiscal & monetary stimulus helping boost RoW\nImproved labor markets– this would also have positive, direct impacts on GDP.\n\nBEAR CASE:\n\nCOVID expands/mutates– JPM says that there is evidence that Delta-variant is more harmful on children than other strains and the under 18 year old hospitalization rate is the highest of the pandemic (WaPo); given children under 12 are ineligible for vaccines JPM believes that \"we may see lockdowns reinstated to protect kids\"\nOnline schooling– A move to delay or cancel in-person learning is market negative given the impacts on the labor market, spending without stimulus, and sentiment;\nFed policy mistake– The bank believes that at this stage, it would be too early for the Fed to announce tapering which could mean that unemployment does not reach February 2020 levels as financial conditions tighten;\nChina’s COVID-Zero policy hurts global growth– the shutdown of the world’s 3rd busiest port in China in response to one positive case triggering global delays include at the Port of Los Angeles but generally the policy has led most economists to downgrade growth.\nGovernment Shutdown– US fiscal policy has been a tailwind throughout the pandemic but the fighting surrounding infra and the debt ceiling could lead to another shutdown according to JPM; the 2011 shutdown led to a US credit downgrade on 8/5/11 triggering a 1.29% decline in the SPX in Aug/Sept with the 10Y yield falling from 2.40% on 8/4 to 1.92% on 9/30\n\nRISKS:\n\nGeopolitics– the top risk is the situation in Afghanistan which could spill across the region potentially bringing American/Allied, Chinese, or Russian, forces to the region or a prolonged basis; at best this is a humanitarian crisis that triggers waves of refugees;\nUS Consumer fails to boost the economy– while much focus has been on stimulus and savings rates, one hidden source of level is the proliferation of Buy Now, Pay Later (“BNPL”) that grew from $9.5bn in 2019 to $19bn in 2020 (CNBC) and may grow exponentially from here given new entrants like Apple and M&A. There is evidence that BNPL represents hidden leverage and thus could mute the impact of normalizing savings rates and/or become a new source of economy-wide credit risk.\nRates/USD– a surge in yields, a plunge in dollars, or inflation expectations jumping materially could drive volatility into Equity markets; and,\nFinancial conditions– could become a headwind, stalling growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833922378,"gmtCreate":1629199296794,"gmtModify":1633686647557,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"😇😰😰","listText":"😇😰😰","text":"😇😰😰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833922378","repostId":"2160620348","repostType":4,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":850934029,"gmtCreate":1634544539765,"gmtModify":1634544543134,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Tesla is great!","listText":"Tesla is great!","text":"Tesla is great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850934029","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","kind":"news","pubTimestamp":1634511079,"share":"https://www.laohu8.com/m/news/1185155570?lang=&edition=full","pubTime":"2021-10-18 06:51","market":"us","language":"en","title":"Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1185155570","media":"Barrons","summary":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. ","content":"<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p>\n<p><img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p>\n<p>Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p>\n<p>On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p>\n<p>Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p>\n<p>Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p>\n<p><b>Monday 10/18</b></p>\n<p><b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p>\n<p>Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p>\n<p><b>Tuesday 10/19</b></p>\n<p><b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p>\n<p>Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p>\n<p><b>Wednesday 10/20</b></p>\n<p><b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p>\n<p>Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p>\n<p><b>Thursday 10/21</b></p>\n<p><b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p>\n<p>Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p>\n<p><b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p>\n<p><b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p>\n<p><b>Friday 10/22</b></p>\n<p><b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p>\n<p>Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p>","source":"lsy1601382232898","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>Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This 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; 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\">\nTesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 06:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","LUV":"西南航空","AAL":"美国航空","IBM":"IBM",".SPX":"S&P 500 Index","T":"At&T","NFLX":"奈飞","TSLA":"特斯拉","INTC":"英特尔","CMG":"墨式烧烤",".IXIC":"NASDAQ Composite","HAL":"哈里伯顿",".DJI":"道琼斯","UAL":"联合大陆航空","AXP":"美国运通"},"source_url":"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185155570","content_text":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.\n\nAlbertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.\nOn Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.\nEconomic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.\nOther releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.\nMonday 10/18\nThe Federal Reserve releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.\nAlbertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.\nTuesday 10/19\nThe Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.\nHalliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.\nWednesday 10/20\nThe Federal Reserve releases its beige book about current economic conditions across the central bank’s 12 districts.\nAbbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.\nThursday 10/21\nThe National Association of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.\nDow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.\nThe Philadelphia Fed diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.\nThe Conference Board releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.\nFriday 10/22\nIHS Markit releases the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.\nWhirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838633314,"gmtCreate":1629389409938,"gmtModify":1633685184480,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838633314","repostId":"2160760962","repostType":4,"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838639439,"gmtCreate":1629389380121,"gmtModify":1633685184929,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838639439","repostId":"1103923833","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833974094,"gmtCreate":1629202089918,"gmtModify":1633686627110,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833974094","repostId":"2160620348","repostType":4,"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833975192,"gmtCreate":1629202055716,"gmtModify":1633686627757,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833975192","repostId":"2160620348","repostType":4,"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838379986,"gmtCreate":1629378239445,"gmtModify":1633685310726,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Yeah!","listText":"Yeah!","text":"Yeah!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838379986","repostId":"1144262569","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831423693,"gmtCreate":1629342001712,"gmtModify":1633685532881,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831423693","repostId":"2160755884","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831429724,"gmtCreate":1629341967368,"gmtModify":1633685533204,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highli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17:31","market":"us","language":"en","title":"JPMorgan Lists The Bull And Bear Cases For Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1123297263","media":"zerohedge","summary":"With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltu","content":"<p>With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&amp;P 100% higher from the pandemic bottom in March 2020 and is trading at a new all time high as of this moment, this morning JPMorgan - which has been one of the most vocally bullish banks even if it has called for outperformance of value stocks which have lost their mojo in the past 3 months as the reflation case was abandoned by markets - published its Bull and Bear Cases, including several key risks that the bank's strategist believe will define markets for the next few months.</p>\n<p><u><b>BULL CASE:</b></u></p>\n<ol>\n <li><b>Earnings momentum</b>– JPM's chief equity strategist increased his EPS estimates on 7/20/21 to $205 for 2021, $230for 2022, and $250 for 2023; all are above Street consensus</li>\n <li><b>Accelerating buybacks</b>– As of 8/6/21 there were $477bn of announced buybacks, implying $800bn annualized number which would trail only 2018 in $-volume and exceed 2019’s $702bn</li>\n <li><b>Improving COVID environment</b>–this will boost Consumer spending and job growth; JPM cites Marko Kolanovic' view that the effective reproduction number (Rt) is declining in 40 of 50 states</li>\n <li><b>More stimulus</b>– the most likely is infrastructure,<b>which could be $550bn or ~$4T</b></li>\n <li><b>China growth reboot</b>– China may decide to add more fiscal &amp; monetary stimulus helping boost RoW</li>\n <li><b>Improved labor markets</b>– this would also have positive, direct impacts on GDP.</li>\n</ol>\n<p><u><b>BEAR CASE:</b></u></p>\n<ol>\n <li><b>COVID expands/mutates</b>– JPM says that there is evidence that Delta-variant is more harmful on children than other strains and the under 18 year old hospitalization rate is the highest of the pandemic (WaPo); given children under 12 are ineligible for vaccines JPM believes that \"<i><b>we may see lockdowns reinstated to protect kids</b></i>\"</li>\n <li><b>Online schooling</b>– A move to delay or cancel in-person learning is market negative given the impacts on the labor market, spending without stimulus, and sentiment;</li>\n <li><b>Fed policy mistake</b>– The bank believes that at this stage, it would be too early for the Fed to announce tapering which could mean that unemployment does not reach February 2020 levels as financial conditions tighten;</li>\n <li><b>China’s COVID-Zero policy hurts global growth</b>– the shutdown of the world’s 3rd busiest port in China in response to one positive case triggering global delays include at the Port of Los Angeles but generally the policy has led most economists to downgrade growth.</li>\n <li><b>Government Shutdown</b>– US fiscal policy has been a tailwind throughout the pandemic but the fighting surrounding infra and the debt ceiling could lead to another shutdown according to JPM; the 2011 shutdown led to a US credit downgrade on 8/5/11 triggering a 1.29% decline in the SPX in Aug/Sept with the 10Y yield falling from 2.40% on 8/4 to 1.92% on 9/30</li>\n</ol>\n<p><u><b>RISKS:</b></u></p>\n<ol>\n <li><b>Geopolitics</b>– the top risk is the situation in Afghanistan which could spill across the region potentially bringing American/Allied, Chinese, or Russian, forces to the region or a prolonged basis; at best this is a humanitarian crisis that triggers waves of refugees;</li>\n <li><b>US Consumer fails to boost the economy</b>– while much focus has been on stimulus and savings rates, one hidden source of level is the proliferation of Buy Now, Pay Later (“BNPL”) that grew from $9.5bn in 2019 to $19bn in 2020 (CNBC) and may grow exponentially from here given new entrants like Apple and M&amp;A. There is evidence that BNPL represents hidden leverage and thus could mute the impact of normalizing savings rates and/or become a new source of economy-wide credit risk.</li>\n <li><b>Rates/USD</b>– a surge in yields, a plunge in dollars, or inflation expectations jumping materially could drive volatility into Equity markets; and,</li>\n <li><b>Financial conditions</b>– could become a headwind, stalling growth.</li>\n</ol>","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>JPMorgan Lists The Bull And Bear Cases For Markets</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\">\nJPMorgan Lists The Bull And Bear Cases For Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&P 100% higher from the pandemic bottom in March 2020 and ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123297263","content_text":"With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&P 100% higher from the pandemic bottom in March 2020 and is trading at a new all time high as of this moment, this morning JPMorgan - which has been one of the most vocally bullish banks even if it has called for outperformance of value stocks which have lost their mojo in the past 3 months as the reflation case was abandoned by markets - published its Bull and Bear Cases, including several key risks that the bank's strategist believe will define markets for the next few months.\nBULL CASE:\n\nEarnings momentum– JPM's chief equity strategist increased his EPS estimates on 7/20/21 to $205 for 2021, $230for 2022, and $250 for 2023; all are above Street consensus\nAccelerating buybacks– As of 8/6/21 there were $477bn of announced buybacks, implying $800bn annualized number which would trail only 2018 in $-volume and exceed 2019’s $702bn\nImproving COVID environment–this will boost Consumer spending and job growth; JPM cites Marko Kolanovic' view that the effective reproduction number (Rt) is declining in 40 of 50 states\nMore stimulus– the most likely is infrastructure,which could be $550bn or ~$4T\nChina growth reboot– China may decide to add more fiscal & monetary stimulus helping boost RoW\nImproved labor markets– this would also have positive, direct impacts on GDP.\n\nBEAR CASE:\n\nCOVID expands/mutates– JPM says that there is evidence that Delta-variant is more harmful on children than other strains and the under 18 year old hospitalization rate is the highest of the pandemic (WaPo); given children under 12 are ineligible for vaccines JPM believes that \"we may see lockdowns reinstated to protect kids\"\nOnline schooling– A move to delay or cancel in-person learning is market negative given the impacts on the labor market, spending without stimulus, and sentiment;\nFed policy mistake– The bank believes that at this stage, it would be too early for the Fed to announce tapering which could mean that unemployment does not reach February 2020 levels as financial conditions tighten;\nChina’s COVID-Zero policy hurts global growth– the shutdown of the world’s 3rd busiest port in China in response to one positive case triggering global delays include at the Port of Los Angeles but generally the policy has led most economists to downgrade growth.\nGovernment Shutdown– US fiscal policy has been a tailwind throughout the pandemic but the fighting surrounding infra and the debt ceiling could lead to another shutdown according to JPM; the 2011 shutdown led to a US credit downgrade on 8/5/11 triggering a 1.29% decline in the SPX in Aug/Sept with the 10Y yield falling from 2.40% on 8/4 to 1.92% on 9/30\n\nRISKS:\n\nGeopolitics– the top risk is the situation in Afghanistan which could spill across the region potentially bringing American/Allied, Chinese, or Russian, forces to the region or a prolonged basis; at best this is a humanitarian crisis that triggers waves of refugees;\nUS Consumer fails to boost the economy– while much focus has been on stimulus and savings rates, one hidden source of level is the proliferation of Buy Now, Pay Later (“BNPL”) that grew from $9.5bn in 2019 to $19bn in 2020 (CNBC) and may grow exponentially from here given new entrants like Apple and M&A. There is evidence that BNPL represents hidden leverage and thus could mute the impact of normalizing savings rates and/or become a new source of economy-wide credit risk.\nRates/USD– a surge in yields, a plunge in dollars, or inflation expectations jumping materially could drive volatility into Equity markets; and,\nFinancial conditions– could become a headwind, stalling growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833924418,"gmtCreate":1629199499134,"gmtModify":1633686645572,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833924418","repostId":"1123297263","repostType":4,"repost":{"id":"1123297263","kind":"news","pubTimestamp":1629192705,"share":"https://www.laohu8.com/m/news/1123297263?lang=&edition=full","pubTime":"2021-08-17 17:31","market":"us","language":"en","title":"JPMorgan Lists The Bull And Bear Cases For Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1123297263","media":"zerohedge","summary":"With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltu","content":"<p>With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&amp;P 100% higher from the pandemic bottom in March 2020 and is trading at a new all time high as of this moment, this morning JPMorgan - which has been one of the most vocally bullish banks even if it has called for outperformance of value stocks which have lost their mojo in the past 3 months as the reflation case was abandoned by markets - published its Bull and Bear Cases, including several key risks that the bank's strategist believe will define markets for the next few months.</p>\n<p><u><b>BULL CASE:</b></u></p>\n<ol>\n <li><b>Earnings momentum</b>– JPM's chief equity strategist increased his EPS estimates on 7/20/21 to $205 for 2021, $230for 2022, and $250 for 2023; all are above Street consensus</li>\n <li><b>Accelerating buybacks</b>– As of 8/6/21 there were $477bn of announced buybacks, implying $800bn annualized number which would trail only 2018 in $-volume and exceed 2019’s $702bn</li>\n <li><b>Improving COVID environment</b>–this will boost Consumer spending and job growth; JPM cites Marko Kolanovic' view that the effective reproduction number (Rt) is declining in 40 of 50 states</li>\n <li><b>More stimulus</b>– the most likely is infrastructure,<b>which could be $550bn or ~$4T</b></li>\n <li><b>China growth reboot</b>– China may decide to add more fiscal &amp; monetary stimulus helping boost RoW</li>\n <li><b>Improved labor markets</b>– this would also have positive, direct impacts on GDP.</li>\n</ol>\n<p><u><b>BEAR CASE:</b></u></p>\n<ol>\n <li><b>COVID expands/mutates</b>– JPM says that there is evidence that Delta-variant is more harmful on children than other strains and the under 18 year old hospitalization rate is the highest of the pandemic (WaPo); given children under 12 are ineligible for vaccines JPM believes that \"<i><b>we may see lockdowns reinstated to protect kids</b></i>\"</li>\n <li><b>Online schooling</b>– A move to delay or cancel in-person learning is market negative given the impacts on the labor market, spending without stimulus, and sentiment;</li>\n <li><b>Fed policy mistake</b>– The bank believes that at this stage, it would be too early for the Fed to announce tapering which could mean that unemployment does not reach February 2020 levels as financial conditions tighten;</li>\n <li><b>China’s COVID-Zero policy hurts global growth</b>– the shutdown of the world’s 3rd busiest port in China in response to one positive case triggering global delays include at the Port of Los Angeles but generally the policy has led most economists to downgrade growth.</li>\n <li><b>Government Shutdown</b>– US fiscal policy has been a tailwind throughout the pandemic but the fighting surrounding infra and the debt ceiling could lead to another shutdown according to JPM; the 2011 shutdown led to a US credit downgrade on 8/5/11 triggering a 1.29% decline in the SPX in Aug/Sept with the 10Y yield falling from 2.40% on 8/4 to 1.92% on 9/30</li>\n</ol>\n<p><u><b>RISKS:</b></u></p>\n<ol>\n <li><b>Geopolitics</b>– the top risk is the situation in Afghanistan which could spill across the region potentially bringing American/Allied, Chinese, or Russian, forces to the region or a prolonged basis; at best this is a humanitarian crisis that triggers waves of refugees;</li>\n <li><b>US Consumer fails to boost the economy</b>– while much focus has been on stimulus and savings rates, one hidden source of level is the proliferation of Buy Now, Pay Later (“BNPL”) that grew from $9.5bn in 2019 to $19bn in 2020 (CNBC) and may grow exponentially from here given new entrants like Apple and M&amp;A. There is evidence that BNPL represents hidden leverage and thus could mute the impact of normalizing savings rates and/or become a new source of economy-wide credit risk.</li>\n <li><b>Rates/USD</b>– a surge in yields, a plunge in dollars, or inflation expectations jumping materially could drive volatility into Equity markets; and,</li>\n <li><b>Financial conditions</b>– could become a headwind, stalling growth.</li>\n</ol>","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>JPMorgan Lists The Bull And Bear Cases For Markets</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\">\nJPMorgan Lists The Bull And Bear Cases For Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&P 100% higher from the pandemic bottom in March 2020 and ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/jpmorgan-lists-bull-and-bear-cases-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123297263","content_text":"With most banks publishing mea culpas (seeGoldmanandMorgan Stanley) for failing to predict the meltup in the market that has now pushed the S&P 100% higher from the pandemic bottom in March 2020 and is trading at a new all time high as of this moment, this morning JPMorgan - which has been one of the most vocally bullish banks even if it has called for outperformance of value stocks which have lost their mojo in the past 3 months as the reflation case was abandoned by markets - published its Bull and Bear Cases, including several key risks that the bank's strategist believe will define markets for the next few months.\nBULL CASE:\n\nEarnings momentum– JPM's chief equity strategist increased his EPS estimates on 7/20/21 to $205 for 2021, $230for 2022, and $250 for 2023; all are above Street consensus\nAccelerating buybacks– As of 8/6/21 there were $477bn of announced buybacks, implying $800bn annualized number which would trail only 2018 in $-volume and exceed 2019’s $702bn\nImproving COVID environment–this will boost Consumer spending and job growth; JPM cites Marko Kolanovic' view that the effective reproduction number (Rt) is declining in 40 of 50 states\nMore stimulus– the most likely is infrastructure,which could be $550bn or ~$4T\nChina growth reboot– China may decide to add more fiscal & monetary stimulus helping boost RoW\nImproved labor markets– this would also have positive, direct impacts on GDP.\n\nBEAR CASE:\n\nCOVID expands/mutates– JPM says that there is evidence that Delta-variant is more harmful on children than other strains and the under 18 year old hospitalization rate is the highest of the pandemic (WaPo); given children under 12 are ineligible for vaccines JPM believes that \"we may see lockdowns reinstated to protect kids\"\nOnline schooling– A move to delay or cancel in-person learning is market negative given the impacts on the labor market, spending without stimulus, and sentiment;\nFed policy mistake– The bank believes that at this stage, it would be too early for the Fed to announce tapering which could mean that unemployment does not reach February 2020 levels as financial conditions tighten;\nChina’s COVID-Zero policy hurts global growth– the shutdown of the world’s 3rd busiest port in China in response to one positive case triggering global delays include at the Port of Los Angeles but generally the policy has led most economists to downgrade growth.\nGovernment Shutdown– US fiscal policy has been a tailwind throughout the pandemic but the fighting surrounding infra and the debt ceiling could lead to another shutdown according to JPM; the 2011 shutdown led to a US credit downgrade on 8/5/11 triggering a 1.29% decline in the SPX in Aug/Sept with the 10Y yield falling from 2.40% on 8/4 to 1.92% on 9/30\n\nRISKS:\n\nGeopolitics– the top risk is the situation in Afghanistan which could spill across the region potentially bringing American/Allied, Chinese, or Russian, forces to the region or a prolonged basis; at best this is a humanitarian crisis that triggers waves of refugees;\nUS Consumer fails to boost the economy– while much focus has been on stimulus and savings rates, one hidden source of level is the proliferation of Buy Now, Pay Later (“BNPL”) that grew from $9.5bn in 2019 to $19bn in 2020 (CNBC) and may grow exponentially from here given new entrants like Apple and M&A. There is evidence that BNPL represents hidden leverage and thus could mute the impact of normalizing savings rates and/or become a new source of economy-wide credit risk.\nRates/USD– a surge in yields, a plunge in dollars, or inflation expectations jumping materially could drive volatility into Equity markets; and,\nFinancial conditions– could become a headwind, stalling growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833922378,"gmtCreate":1629199296794,"gmtModify":1633686647557,"author":{"id":"3582497475138407","authorId":"3582497475138407","name":"華笑今生","avatar":"https://static.tigerbbs.com/5d0427694f0c914682ddbbb1897f5acd","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582497475138407","authorIdStr":"3582497475138407"},"themes":[],"htmlText":"😇😰😰","listText":"😇😰😰","text":"😇😰😰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833922378","repostId":"2160620348","repostType":4,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}