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2021-06-26

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Kyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，随处可见通胀</blockquote>

2021-06-25

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2021-06-25

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2021-06-24

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Fed’s Kaplan Sees Hike in 2022, Taper Starting Sooner<blockquote>美联储卡普兰预计2022年加息，更早开始缩减规模</blockquote>

2021-06-22

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2021-06-21

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Why Torchlight Stock Is Blazing Higher Today<blockquote>为什么Torchlight股票今天飙升</blockquote>

2021-06-20

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2021-06-19

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2021-06-18

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2021-06-17

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2021-06-16

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Why a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote>

2021-06-16

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Tesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>

2021-06-16

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and comment [Strong]&nbsp;","listText":"Like and comment [Strong]&nbsp;","text":"Like and comment [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/125294611","repostId":"1134836867","repostType":4,"repost":{"id":"1134836867","kind":"news","pubTimestamp":1624634837,"share":"https://www.laohu8.com/m/news/1134836867?lang=zh_CN&edition=full","pubTime":"2021-06-25 23:27","market":"us","language":"en","title":"Kyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，随处可见通胀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134836867","media":"zerohedge","summary":"With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to th","content":"<p>With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.</p><p><blockquote>随着市场似乎对FOMC对最新通胀数据的反应不屑一顾，美国股市重回历史高位，海曼资本(Hayman Capital)的凯尔·巴斯(Kyle Bass)周四回到CNBC接受“收盘钟声”工作人员的采访，他在采访中提出了截然不同的观点当前经济形势与通货膨胀的关系。</blockquote></p><p> Inan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"</p><p><blockquote>在接受采访时，这位亿万富翁投资者阐述了他关于美国已经在努力应对超过10%的实际通胀率的说法，他宣称“在生活的各个方面，我都看到了通货膨胀。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d1d2089581ea201564daaba8b5aac961\" tg-width=\"521\" tg-height=\"310\"></p><p><blockquote></blockquote></p><p> Why? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.</p><p><blockquote>为什么？因为在过去一年半的时间里，美联储在最短的时间内向美国经济引入了比美国历史上任何时候都多的广义货币。</blockquote></p><p>   \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.  Even as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.</p><p><blockquote>“我认为我们将看到通胀短期下降，因为最初的通胀爆发是巨大的。..这种短暂的评论可能在短时间内是正确的，但我认为莎拉，当你看看1980年至2010年美国体系中的货币供应量时，它在GDP的50%至60%之间波动，在全球金融危机后，它占GDP的比例从大约60%上升到68%69%，现在我们已经接近90%，所以在新冠疫情爆发以来的一年半时间里，我们在美国历史上最短的时间内，我们在美国历史上最短的时间内引入了34%的广义货币，所以如果美联储继续扩大资产负债表，我们将看到价格保持高位，并随着时间的推移而走高。尽管金融媒体喋喋不休地谈论美联储最终开始考虑缩减资产购买规模的重要性，巴斯认为央行不会那么容易缩减资产负债表。</blockquote></p><p>   \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.  So, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.</p><p><blockquote>巴斯表示：“如果美联储继续扩大资产负债表，我们将看到价格保持高位，并随着时间的推移走高，我认为会这样做。”那么，投资者可以做些什么来对抗这个巴斯生动描述的“通胀怪物”呢？嗯，他建议他们关注大宗商品和房地产等硬资产，贝莱德已经在大量购买这些资产。</blockquote></p><p> Equities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).</p><p><blockquote>巴斯表示，股市应该“表现良好”，他引用的数据似乎表明，从长远来看，股价能够跟上95%至88%的通胀率（尽管这似乎肯定不符合过去十年的情况）。</blockquote></p><p> As for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"</p><p><blockquote>至于他对通胀的评估及其与美联储观点的巨大差异，巴斯打趣道：“你的银行账户是是否存在通胀的最终决定因素，”他总结道，并强调了消费者看到的食品和汽车等商品的价格上涨。”</blockquote></p><p>   \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\" </p><p><blockquote>“如果你在市场上，你想拥有大宗商品，如果你在现实世界中，你想拥有生产性房地产，你甚至想在美国人口发生重大变化之前购买农村土地……我宁愿今天拥有硬资产而不是股票，因为我认为我们只看到美国人口流动的开始。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，随处可见通胀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-25 23:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.</p><p><blockquote>随着市场似乎对FOMC对最新通胀数据的反应不屑一顾，美国股市重回历史高位，海曼资本(Hayman Capital)的凯尔·巴斯(Kyle Bass)周四回到CNBC接受“收盘钟声”工作人员的采访，他在采访中提出了截然不同的观点当前经济形势与通货膨胀的关系。</blockquote></p><p> Inan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"</p><p><blockquote>在接受采访时，这位亿万富翁投资者阐述了他关于美国已经在努力应对超过10%的实际通胀率的说法，他宣称“在生活的各个方面，我都看到了通货膨胀。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d1d2089581ea201564daaba8b5aac961\" tg-width=\"521\" tg-height=\"310\"></p><p><blockquote></blockquote></p><p> Why? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.</p><p><blockquote>为什么？因为在过去一年半的时间里，美联储在最短的时间内向美国经济引入了比美国历史上任何时候都多的广义货币。</blockquote></p><p>   \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.  Even as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.</p><p><blockquote>“我认为我们将看到通胀短期下降，因为最初的通胀爆发是巨大的。..这种短暂的评论可能在短时间内是正确的，但我认为莎拉，当你看看1980年至2010年美国体系中的货币供应量时，它在GDP的50%至60%之间波动，在全球金融危机后，它占GDP的比例从大约60%上升到68%69%，现在我们已经接近90%，所以在新冠疫情爆发以来的一年半时间里，我们在美国历史上最短的时间内，我们在美国历史上最短的时间内引入了34%的广义货币，所以如果美联储继续扩大资产负债表，我们将看到价格保持高位，并随着时间的推移而走高。尽管金融媒体喋喋不休地谈论美联储最终开始考虑缩减资产购买规模的重要性，巴斯认为央行不会那么容易缩减资产负债表。</blockquote></p><p>   \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.  So, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.</p><p><blockquote>巴斯表示：“如果美联储继续扩大资产负债表，我们将看到价格保持高位，并随着时间的推移走高，我认为会这样做。”那么，投资者可以做些什么来对抗这个巴斯生动描述的“通胀怪物”呢？嗯，他建议他们关注大宗商品和房地产等硬资产，贝莱德已经在大量购买这些资产。</blockquote></p><p> Equities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).</p><p><blockquote>巴斯表示，股市应该“表现良好”，他引用的数据似乎表明，从长远来看，股价能够跟上95%至88%的通胀率（尽管这似乎肯定不符合过去十年的情况）。</blockquote></p><p> As for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"</p><p><blockquote>至于他对通胀的评估及其与美联储观点的巨大差异，巴斯打趣道：“你的银行账户是是否存在通胀的最终决定因素，”他总结道，并强调了消费者看到的食品和汽车等商品的价格上涨。”</blockquote></p><p>   \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\" </p><p><blockquote>“如果你在市场上，你想拥有大宗商品，如果你在现实世界中，你想拥有生产性房地产，你甚至想在美国人口发生重大变化之前购买农村土地……我宁愿今天拥有硬资产而不是股票，因为我认为我们只看到美国人口流动的开始。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/kyle-bass-warns-every-aspect-my-life-i-see-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/kyle-bass-warns-every-aspect-my-life-i-see-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134836867","content_text":"With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.\nInan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"\n\nWhy? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.\n\n \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.\n\nEven as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.\n\n \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.\n\nSo, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.\nEquities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).\nAs for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"\n\n \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\"","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122916106,"gmtCreate":1624592455905,"gmtModify":1631888612929,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/122916106","repostId":"1152522341","repostType":4,"isVote":1,"tweetType":1,"viewCount":3432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126843377,"gmtCreate":1624552865199,"gmtModify":1631888612946,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/126843377","repostId":"1120836318","repostType":4,"isVote":1,"tweetType":1,"viewCount":3052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128927537,"gmtCreate":1624498898629,"gmtModify":1631888612955,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/128927537","repostId":"1123789211","repostType":4,"repost":{"id":"1123789211","kind":"news","pubTimestamp":1624495583,"share":"https://www.laohu8.com/m/news/1123789211?lang=zh_CN&edition=full","pubTime":"2021-06-24 08:46","market":"us","language":"en","title":"Fed’s Kaplan Sees Hike in 2022, Taper Starting Sooner<blockquote>美联储卡普兰预计2022年加息，更早开始缩减规模</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123789211","media":"finance.yahoo","summary":"(Bloomberg) -- The U.S. economy will likely meet the Federal Reserve’s threshold for tapering its as","content":"<p>(Bloomberg) -- The U.S. economy will likely meet the Federal Reserve’s threshold for tapering its asset purchases sooner than people think, said Dallas Fed President Robert Kaplan, who has penciled in an interest-rate increase next year.</p><p><blockquote>（彭博社）——达拉斯联储主席罗伯特·卡普兰表示，美国经济可能会比人们想象的更快达到美联储缩减资产购买的门槛，他预计明年将加息。</blockquote></p><p> “As we make substantial further progress, which I think will happen sooner than people expect -- sooner rather than later -- and we’re weathering the pandemic, I think we’d be far better off, from a risk-management point of view, beginning to adjust these purchases of Treasuries and mortgage-backed securities,” Kaplan said Wednesday in an interview with Bloomberg News.</p><p><blockquote>“随着我们取得实质性的进一步进展，我认为这将比人们预期的更快发生——宜早不宜迟——而且我们正在度过这一流行病，我认为从风险管理的角度来看，我们的情况会好得多。”卡普兰周三在接受彭博新闻社采访时表示：“从角度来看，开始调整这些国债和抵押贷款支持证券的购买。”</blockquote></p><p> Kaplan says he’s forecasting rate liftoff in 2022 from its current setting near zero, as inflation surpasses the central bank’s 2% goal this year and next and unemployment dips below 4%. He declined to elaborate on his 2023 rate projection.</p><p><blockquote>卡普兰表示，他预计2022年利率将从目前接近零的水平上升，因为今明两年通胀率将超过央行2%的目标，失业率将降至4%以下。他拒绝详细说明2023年的利率预测。</blockquote></p><p> Fed officials moved up their rate estimates at the June Federal Open Market Committee meeting. The so-called dot plot, a graphical representation of each participant’s rate forecast, showed the median projection calling for two rate increases in 2023, versus none in March. While the median for next year still indicated no rate hike, seven of the 18 participants penciled in liftoff then.</p><p><blockquote>美联储官员在6月联邦公开市场委员会会议上上调了利率预期。所谓的点阵图是每个参与者利率预测的图形表示，显示了2023年加息两次的预测中值，而3月份没有加息。虽然明年的中位数仍然表明不会加息，但18名参与者中有7人预计会加息。</blockquote></p><p> Kaplan is joined in publicly declaring his 2022 liftoff projection by Atlanta Fed President Raphael Bostic and James Bullard, head of the St. Louis Fed.</p><p><blockquote>卡普兰与亚特兰大联储主席拉斐尔·博斯蒂克和圣路易斯联储主席詹姆斯·布拉德一起公开宣布了他的2022年起飞预测。</blockquote></p><p> Fed Chair Jerome Powell, in a press conference following the meeting, indicated that policy makers would start talking about tapering the $120 billion of monthly asset purchases at upcoming meetings. Starting the process sooner would leave officials with more flexibility on future rate increases, Kaplan argued.</p><p><blockquote>美联储主席鲍威尔在会后的新闻发布会上表示，政策制定者将在即将举行的会议上开始讨论缩减每月1200亿美元的资产购买规模。卡普兰认为，尽快启动这一进程将使官员们在未来加息方面拥有更大的灵活性。</blockquote></p><p> “If we do these purchases longer than might be necessary, for me it actually may reduce our flexibility in adjusting rates,” Kaplan said. “I’d rather start tapering, assuming we meet our conditions, sooner rather than later so that we have more flexibility in deciding what we want to do on rates down the road.”</p><p><blockquote>卡普兰说：“如果我们进行这些购买的时间超过了必要的时间，对我来说，实际上可能会降低我们调整利率的灵活性。”“假设我们满足条件，我宁愿尽早开始缩减规模，这样我们就可以更灵活地决定未来的利率措施。”</blockquote></p><p> Kaplan sees inflation of 3.4% this year and 2.4% next year. While some price pressures will moderate over the next six months, others may represent longer-term trends. Demand for semiconductors, for example, is likely to increase further as the transition to sustainable energy sources intensifies.</p><p><blockquote>卡普兰预计今年通胀率为3.4%，明年为2.4%。虽然一些价格压力将在未来六个月内缓解，但其他压力可能代表长期趋势。例如，随着向可持续能源过渡的加剧，对半导体的需求可能会进一步增加。</blockquote></p><p> But the current data environment, with swings that have been difficult for economists to accurately forecast, requires a “healthy dose of humility,” Kaplan said, echoing comments made by Powell last week.</p><p><blockquote>但卡普兰表示，当前的数据环境，经济学家很难准确预测波动，需要“适度的谦逊”，这呼应了鲍威尔上周的言论。</blockquote></p><p> Market participants saw the Fed’s more hawkish interest-rate forecasts as a way for the central bank to reaffirm its commitment to stable prices following two months of higher readings.</p><p><blockquote>市场参与者认为，美联储更加鹰派的利率预测是央行在连续两个月走高后重申其稳定物价承诺的一种方式。</blockquote></p><p> “I think it’s a good thing for the Fed to emphasize that we’re vigilant and we’re committed to anchoring inflation at an average of 2% and that we’re committed to anchoring inflation expectations in a manner that’s consistent with 2% inflation,” Kaplan said. “I think just emphasizing that is probably a healthy thing.”</p><p><blockquote>卡普兰说：“我认为美联储强调我们保持警惕，我们致力于将通胀锚定在平均2%，我们致力于以与2%通胀一致的方式锚定通胀预期，这是一件好事。”“我认为强调这一点可能是一件健康的事情。”</blockquote></p><p> The moves in Treasury markets following the Fed’s June meeting, with investors buying longer-dated debt instead of short-term bills, may take a few more weeks to wash out, Kaplan said.</p><p><blockquote>卡普兰表示，美联储6月会议后，美国国债市场的走势可能还需要几周时间才能消退，投资者购买长期债务而不是短期票据。</blockquote></p><p> While noting that a number of people have dropped out of the labor force due to early retirement, Kaplan is optimistic that the participation rate of workers aged 25 to 54 will improve, especially as schools reopen to in-person learning and women, who left the workforce in disproportionate numbers during the pandemic, return to work.</p><p><blockquote>虽然卡普兰指出，许多人因提前退休而退出了劳动力市场，但他乐观地认为，25至54岁工人的参与率将会提高，特别是随着学校重新开放面对面学习以及离开劳动力市场的女性重返工作岗位。疫情期间，劳动力数量不成比例。</blockquote></p><p> The U.S. labor market needs a “relentless,” multi-year effort in more widespread skills training, increased early-childhood education and access to wi-fi to create better long-term workforce trends, Kaplan said.</p><p><blockquote>卡普兰表示，美国劳动力市场需要在更广泛的技能培训、增加幼儿教育和wi-fi接入方面进行“不懈的”多年努力，以创造更好的长期劳动力趋势。</blockquote></p><p> “If your workforce growth is slowing or decelerating, you’ve got to try to improve worker adaptability and improve productivity, and education has got to be central to that,” Kaplan said.</p><p><blockquote>卡普兰说：“如果劳动力增长放缓或减速，你必须努力提高工人的适应能力并提高生产力，而教育必须成为其中的核心。”</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Kaplan Sees Hike in 2022, Taper Starting Sooner<blockquote>美联储卡普兰预计2022年加息，更早开始缩减规模</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-06-24 08:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- The U.S. economy will likely meet the Federal Reserve’s threshold for tapering its asset purchases sooner than people think, said Dallas Fed President Robert Kaplan, who has penciled in an interest-rate increase next year.</p><p><blockquote>（彭博社）——达拉斯联储主席罗伯特·卡普兰表示，美国经济可能会比人们想象的更快达到美联储缩减资产购买的门槛，他预计明年将加息。</blockquote></p><p> “As we make substantial further progress, which I think will happen sooner than people expect -- sooner rather than later -- and we’re weathering the pandemic, I think we’d be far better off, from a risk-management point of view, beginning to adjust these purchases of Treasuries and mortgage-backed securities,” Kaplan said Wednesday in an interview with Bloomberg News.</p><p><blockquote>“随着我们取得实质性的进一步进展，我认为这将比人们预期的更快发生——宜早不宜迟——而且我们正在度过这一流行病，我认为从风险管理的角度来看，我们的情况会好得多。”卡普兰周三在接受彭博新闻社采访时表示：“从角度来看，开始调整这些国债和抵押贷款支持证券的购买。”</blockquote></p><p> Kaplan says he’s forecasting rate liftoff in 2022 from its current setting near zero, as inflation surpasses the central bank’s 2% goal this year and next and unemployment dips below 4%. He declined to elaborate on his 2023 rate projection.</p><p><blockquote>卡普兰表示，他预计2022年利率将从目前接近零的水平上升，因为今明两年通胀率将超过央行2%的目标，失业率将降至4%以下。他拒绝详细说明2023年的利率预测。</blockquote></p><p> Fed officials moved up their rate estimates at the June Federal Open Market Committee meeting. The so-called dot plot, a graphical representation of each participant’s rate forecast, showed the median projection calling for two rate increases in 2023, versus none in March. While the median for next year still indicated no rate hike, seven of the 18 participants penciled in liftoff then.</p><p><blockquote>美联储官员在6月联邦公开市场委员会会议上上调了利率预期。所谓的点阵图是每个参与者利率预测的图形表示，显示了2023年加息两次的预测中值，而3月份没有加息。虽然明年的中位数仍然表明不会加息，但18名参与者中有7人预计会加息。</blockquote></p><p> Kaplan is joined in publicly declaring his 2022 liftoff projection by Atlanta Fed President Raphael Bostic and James Bullard, head of the St. Louis Fed.</p><p><blockquote>卡普兰与亚特兰大联储主席拉斐尔·博斯蒂克和圣路易斯联储主席詹姆斯·布拉德一起公开宣布了他的2022年起飞预测。</blockquote></p><p> Fed Chair Jerome Powell, in a press conference following the meeting, indicated that policy makers would start talking about tapering the $120 billion of monthly asset purchases at upcoming meetings. Starting the process sooner would leave officials with more flexibility on future rate increases, Kaplan argued.</p><p><blockquote>美联储主席鲍威尔在会后的新闻发布会上表示，政策制定者将在即将举行的会议上开始讨论缩减每月1200亿美元的资产购买规模。卡普兰认为，尽快启动这一进程将使官员们在未来加息方面拥有更大的灵活性。</blockquote></p><p> “If we do these purchases longer than might be necessary, for me it actually may reduce our flexibility in adjusting rates,” Kaplan said. “I’d rather start tapering, assuming we meet our conditions, sooner rather than later so that we have more flexibility in deciding what we want to do on rates down the road.”</p><p><blockquote>卡普兰说：“如果我们进行这些购买的时间超过了必要的时间，对我来说，实际上可能会降低我们调整利率的灵活性。”“假设我们满足条件，我宁愿尽早开始缩减规模，这样我们就可以更灵活地决定未来的利率措施。”</blockquote></p><p> Kaplan sees inflation of 3.4% this year and 2.4% next year. While some price pressures will moderate over the next six months, others may represent longer-term trends. Demand for semiconductors, for example, is likely to increase further as the transition to sustainable energy sources intensifies.</p><p><blockquote>卡普兰预计今年通胀率为3.4%，明年为2.4%。虽然一些价格压力将在未来六个月内缓解，但其他压力可能代表长期趋势。例如，随着向可持续能源过渡的加剧，对半导体的需求可能会进一步增加。</blockquote></p><p> But the current data environment, with swings that have been difficult for economists to accurately forecast, requires a “healthy dose of humility,” Kaplan said, echoing comments made by Powell last week.</p><p><blockquote>但卡普兰表示，当前的数据环境，经济学家很难准确预测波动，需要“适度的谦逊”，这呼应了鲍威尔上周的言论。</blockquote></p><p> Market participants saw the Fed’s more hawkish interest-rate forecasts as a way for the central bank to reaffirm its commitment to stable prices following two months of higher readings.</p><p><blockquote>市场参与者认为，美联储更加鹰派的利率预测是央行在连续两个月走高后重申其稳定物价承诺的一种方式。</blockquote></p><p> “I think it’s a good thing for the Fed to emphasize that we’re vigilant and we’re committed to anchoring inflation at an average of 2% and that we’re committed to anchoring inflation expectations in a manner that’s consistent with 2% inflation,” Kaplan said. “I think just emphasizing that is probably a healthy thing.”</p><p><blockquote>卡普兰说：“我认为美联储强调我们保持警惕，我们致力于将通胀锚定在平均2%，我们致力于以与2%通胀一致的方式锚定通胀预期，这是一件好事。”“我认为强调这一点可能是一件健康的事情。”</blockquote></p><p> The moves in Treasury markets following the Fed’s June meeting, with investors buying longer-dated debt instead of short-term bills, may take a few more weeks to wash out, Kaplan said.</p><p><blockquote>卡普兰表示，美联储6月会议后，美国国债市场的走势可能还需要几周时间才能消退，投资者购买长期债务而不是短期票据。</blockquote></p><p> While noting that a number of people have dropped out of the labor force due to early retirement, Kaplan is optimistic that the participation rate of workers aged 25 to 54 will improve, especially as schools reopen to in-person learning and women, who left the workforce in disproportionate numbers during the pandemic, return to work.</p><p><blockquote>虽然卡普兰指出，许多人因提前退休而退出了劳动力市场，但他乐观地认为，25至54岁工人的参与率将会提高，特别是随着学校重新开放面对面学习以及离开劳动力市场的女性重返工作岗位。疫情期间，劳动力数量不成比例。</blockquote></p><p> The U.S. labor market needs a “relentless,” multi-year effort in more widespread skills training, increased early-childhood education and access to wi-fi to create better long-term workforce trends, Kaplan said.</p><p><blockquote>卡普兰表示，美国劳动力市场需要在更广泛的技能培训、增加幼儿教育和wi-fi接入方面进行“不懈的”多年努力，以创造更好的长期劳动力趋势。</blockquote></p><p> “If your workforce growth is slowing or decelerating, you’ve got to try to improve worker adaptability and improve productivity, and education has got to be central to that,” Kaplan said.</p><p><blockquote>卡普兰说：“如果劳动力增长放缓或减速，你必须努力提高工人的适应能力并提高生产力，而教育必须成为其中的核心。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/fed-kaplan-sees-hike-2022-193617178.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/fed-kaplan-sees-hike-2022-193617178.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123789211","content_text":"(Bloomberg) -- The U.S. economy will likely meet the Federal Reserve’s threshold for tapering its asset purchases sooner than people think, said Dallas Fed President Robert Kaplan, who has penciled in an interest-rate increase next year.\n“As we make substantial further progress, which I think will happen sooner than people expect -- sooner rather than later -- and we’re weathering the pandemic, I think we’d be far better off, from a risk-management point of view, beginning to adjust these purchases of Treasuries and mortgage-backed securities,” Kaplan said Wednesday in an interview with Bloomberg News.\nKaplan says he’s forecasting rate liftoff in 2022 from its current setting near zero, as inflation surpasses the central bank’s 2% goal this year and next and unemployment dips below 4%. He declined to elaborate on his 2023 rate projection.\nFed officials moved up their rate estimates at the June Federal Open Market Committee meeting. The so-called dot plot, a graphical representation of each participant’s rate forecast, showed the median projection calling for two rate increases in 2023, versus none in March. While the median for next year still indicated no rate hike, seven of the 18 participants penciled in liftoff then.\nKaplan is joined in publicly declaring his 2022 liftoff projection by Atlanta Fed President Raphael Bostic and James Bullard, head of the St. Louis Fed.\nFed Chair Jerome Powell, in a press conference following the meeting, indicated that policy makers would start talking about tapering the $120 billion of monthly asset purchases at upcoming meetings. Starting the process sooner would leave officials with more flexibility on future rate increases, Kaplan argued.\n“If we do these purchases longer than might be necessary, for me it actually may reduce our flexibility in adjusting rates,” Kaplan said. “I’d rather start tapering, assuming we meet our conditions, sooner rather than later so that we have more flexibility in deciding what we want to do on rates down the road.”\nKaplan sees inflation of 3.4% this year and 2.4% next year. While some price pressures will moderate over the next six months, others may represent longer-term trends. Demand for semiconductors, for example, is likely to increase further as the transition to sustainable energy sources intensifies.\nBut the current data environment, with swings that have been difficult for economists to accurately forecast, requires a “healthy dose of humility,” Kaplan said, echoing comments made by Powell last week.\nMarket participants saw the Fed’s more hawkish interest-rate forecasts as a way for the central bank to reaffirm its commitment to stable prices following two months of higher readings.\n“I think it’s a good thing for the Fed to emphasize that we’re vigilant and we’re committed to anchoring inflation at an average of 2% and that we’re committed to anchoring inflation expectations in a manner that’s consistent with 2% inflation,” Kaplan said. “I think just emphasizing that is probably a healthy thing.”\nThe moves in Treasury markets following the Fed’s June meeting, with investors buying longer-dated debt instead of short-term bills, may take a few more weeks to wash out, Kaplan said.\nWhile noting that a number of people have dropped out of the labor force due to early retirement, Kaplan is optimistic that the participation rate of workers aged 25 to 54 will improve, especially as schools reopen to in-person learning and women, who left the workforce in disproportionate numbers during the pandemic, return to work.\nThe U.S. labor market needs a “relentless,” multi-year effort in more widespread skills training, increased early-childhood education and access to wi-fi to create better long-term workforce trends, Kaplan said.\n“If your workforce growth is slowing or decelerating, you’ve got to try to improve worker adaptability and improve productivity, and education has got to be central to that,” Kaplan said.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120757713,"gmtCreate":1624339427132,"gmtModify":1631888612967,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120757713","repostId":"2145003011","repostType":4,"isVote":1,"tweetType":1,"viewCount":3187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167780861,"gmtCreate":1624284764853,"gmtModify":1631888612981,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167780861","repostId":"1167597265","repostType":4,"repost":{"id":"1167597265","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":1624279909,"share":"https://www.laohu8.com/m/news/1167597265?lang=zh_CN&edition=full","pubTime":"2021-06-21 20:51","market":"us","language":"en","title":"Why Torchlight Stock Is Blazing Higher Today<blockquote>为什么Torchlight股票今天飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167597265","media":"Benzinga","summary":"Torchlight Energy Resources Inc TRCH is trading significantly higher Monday morning after the compan","content":"<p><b>T</b><b>orchlight Energy Resources Inc</b>&nbsp;TRCH&nbsp;is trading significantly higher Monday morning after the company provided an update on its proposed business combination with<b>Metamaterial Inc</b>MMATF.</p><p><blockquote><b>T</b><b>奥奇莱特能源资源公司</b>TRCH周一上午股价大幅走高，此前该公司提供了与<b>超材料公司</b>MMATF.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/902076d62a21d2e1a3034b6d6aafb359\" tg-width=\"719\" tg-height=\"495\"></p><p><blockquote></blockquote></p><p> <b>What Happened:</b>&nbsp;The two companies announced an agreement&nbsp;to&nbsp;extend the date by which Torchlight and Metamaterial must close their business combination transaction to June 30.</p><p><blockquote><b>发生了什么：</b>两家公司宣布达成协议，将Torchlight和Metamaterial必须完成业务合并交易的日期延长至6月30日。</blockquote></p><p> The extension provides&nbsp;time for the&nbsp;record and&nbsp;payment dates of the special stock dividend to occur.&nbsp;The payment date for the special stock dividend will be June 25.</p><p><blockquote>延期为特别股票股息的记录日期和支付日期提供了时间。特别股票股息的支付日期为6月25日。</blockquote></p><p> <b>Price Action:</b>&nbsp;Torchlight has traded as low as 21 cents over a 52-week period. The oil and gas exploration company&nbsp;is making a new 52-week high in premarket trading today.</p><p><blockquote><b>价格走势：</b>Torchlight在52周内的交易价格低至21美分。这家石油和天然气勘探公司今天在盘前交易中创下52周新高。</blockquote></p><p> At last check Monday, the stock was up 39.40% at $8.74.</p><p><blockquote>截至周一最后一次检查，该股上涨39.40%，至8.74美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Torchlight Stock Is Blazing Higher Today<blockquote>为什么Torchlight股票今天飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Torchlight Stock Is Blazing Higher Today<blockquote>为什么Torchlight股票今天飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2021-06-21 20:51</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>T</b><b>orchlight Energy Resources Inc</b>&nbsp;TRCH&nbsp;is trading significantly higher Monday morning after the company provided an update on its proposed business combination with<b>Metamaterial Inc</b>MMATF.</p><p><blockquote><b>T</b><b>奥奇莱特能源资源公司</b>TRCH周一上午股价大幅走高，此前该公司提供了与<b>超材料公司</b>MMATF.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/902076d62a21d2e1a3034b6d6aafb359\" tg-width=\"719\" tg-height=\"495\"></p><p><blockquote></blockquote></p><p> <b>What Happened:</b>&nbsp;The two companies announced an agreement&nbsp;to&nbsp;extend the date by which Torchlight and Metamaterial must close their business combination transaction to June 30.</p><p><blockquote><b>发生了什么：</b>两家公司宣布达成协议，将Torchlight和Metamaterial必须完成业务合并交易的日期延长至6月30日。</blockquote></p><p> The extension provides&nbsp;time for the&nbsp;record and&nbsp;payment dates of the special stock dividend to occur.&nbsp;The payment date for the special stock dividend will be June 25.</p><p><blockquote>延期为特别股票股息的记录日期和支付日期提供了时间。特别股票股息的支付日期为6月25日。</blockquote></p><p> <b>Price Action:</b>&nbsp;Torchlight has traded as low as 21 cents over a 52-week period. The oil and gas exploration company&nbsp;is making a new 52-week high in premarket trading today.</p><p><blockquote><b>价格走势：</b>Torchlight在52周内的交易价格低至21美分。这家石油和天然气勘探公司今天在盘前交易中创下52周新高。</blockquote></p><p> At last check Monday, the stock was up 39.40% at $8.74.</p><p><blockquote>截至周一最后一次检查，该股上涨39.40%，至8.74美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMAT":"Meta Materials Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167597265","content_text":"Torchlight Energy Resources Inc TRCH is trading significantly higher Monday morning after the company provided an update on its proposed business combination withMetamaterial IncMMATF.\n\nWhat Happened: The two companies announced an agreement to extend the date by which Torchlight and Metamaterial must close their business combination transaction to June 30.\nThe extension provides time for the record and payment dates of the special stock dividend to occur. The payment date for the special stock dividend will be June 25.\nPrice Action: Torchlight has traded as low as 21 cents over a 52-week period. The oil and gas exploration company is making a new 52-week high in premarket trading today.\nAt last check Monday, the stock was up 39.40% at $8.74.","news_type":1,"symbols_score_info":{"MMAT":0.9,"TRCH":0.9}},"isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164983124,"gmtCreate":1624165520168,"gmtModify":1631888612991,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164983124","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162466846,"gmtCreate":1624071826885,"gmtModify":1631888613007,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162466846","repostId":"1161408410","repostType":4,"isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166485235,"gmtCreate":1624022798027,"gmtModify":1631888613015,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166485235","repostId":"2144779308","repostType":4,"isVote":1,"tweetType":1,"viewCount":3051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161526578,"gmtCreate":1623935883294,"gmtModify":1631888613025,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161526578","repostId":"2144374909","repostType":4,"isVote":1,"tweetType":1,"viewCount":2000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169639923,"gmtCreate":1623831861862,"gmtModify":1631891577890,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169639923","repostId":"1178629454","repostType":4,"repost":{"id":"1178629454","kind":"news","pubTimestamp":1623801608,"share":"https://www.laohu8.com/m/news/1178629454?lang=zh_CN&edition=full","pubTime":"2021-06-16 08:00","market":"us","language":"en","title":"Why a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178629454","media":"Barrons","summary":"Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may ta","content":"<p>Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may taper its crisis-era asset purchases. Investors are warily watching the Federal Reserve’s policy meeting this week and bracing for another painful “taper tantrum” in emerging markets that led to painful losses . But it may not be as bad this time.</p><p><blockquote>2013年，当美联储暗示可能缩减危机时期的资产购买时，新兴市场大发雷霆。投资者正在警惕地关注美联储本周的政策会议，并准备迎接新兴市场另一场导致痛苦损失的痛苦“缩减恐慌”。但这次可能没那么糟糕。</blockquote></p><p> Fund managers cited a taper tantrum as the second-biggest risk after inflation in a recent survey by Bank of America. Emerging markets felt the brunt of the last taper tantrum, with the MSCI Emerging Markets index falling roughly 10% in four months as investors yanked money out as higher yields in the U.S. offered them alternatives in 2013. That added pressure to emerging market countries, exacerbating precarious fiscal positions in countries reliant on foreign funding.</p><p><blockquote>在美国银行最近的一项调查中，基金经理将缩减恐慌列为仅次于通胀的第二大风险。新兴市场在上一次缩减恐慌中首当其冲，摩根士丹利资本国际新兴市场指数在四个月内下跌了约10%，因为2013年美国收益率上升为他们提供了替代方案，投资者纷纷撤资。这增加了新兴市场国家的压力，加剧了依赖外国资金的国家岌岌可危的财政状况。</blockquote></p><p> Many emerging market countries have better fiscal positions and stronger reserves to deal this time to deal with the fallout from another Fed taper. Increased demand for commodities should also help insulate non-Asian markets from disruptive outflows, giving policy makers more room to maneuver, according to Gavkeal Research analysts Udith Sikand and Vincent Tsui.</p><p><blockquote>许多新兴市场国家有更好的财政状况和更强大的储备来应对这一次美联储再次缩减的影响。Gavkeal Research分析师Udith Sikand和Vincent Tsui表示，大宗商品需求的增加也应有助于使非亚洲市场免受破坏性资金外流的影响，从而为政策制定者提供更多的回旋余地。</blockquote></p><p> The duo expects a less extreme reaction in emerging markets, writing in a note this month that the Fed may also be more attuned to the fragility of the global backdrop and careful to avoid sparking a panic.</p><p><blockquote>两人预计新兴市场的反应不会那么极端，他们在本月的一份报告中写道，美联储也可能更加适应全球背景的脆弱性，并小心避免引发恐慌。</blockquote></p><p> Plus, U.S. real yields are already inching up, which could mean any further rise in yields on the back of a Fed tapering could be smaller. As a result, the analysts think several emerging markets could be less vulnerable this time around and even outperform.</p><p><blockquote>此外，美国实际收益率已经在小幅上升，这可能意味着美联储缩减规模后收益率的进一步上升可能会更小。因此，分析师认为，这一次几个新兴市场可能不那么脆弱，甚至跑赢大盘。</blockquote></p><p> Of course, if a Fed taper triggers the type of outflows seen last time from emerging markets—roughly $30 billion—there will be few places to hide. The growth outlook for emerging markets, especially outside of India and China, is also less exciting and many countries will likely be grappling with higher levels of debt post-Covid. And the most fiscally fragile could still be vulnerable (think Turkey and South Africa).</p><p><blockquote>当然，如果美联储缩减规模引发上次新兴市场的资金外流——大约300亿美元——将无处可藏。新兴市场（尤其是印度和中国以外的市场）的增长前景也不那么令人兴奋，许多国家可能会在新冠疫情后努力应对更高水平的债务。财政最脆弱的国家可能仍然很脆弱（想想土耳其和南非）。</blockquote></p><p> But some money managers see pockets of opportunity in emerging markets. While 2013 is still fresh in the minds of emerging market investors, not all instances of Fed tightening have created such painful periods. Between 2004 to 2006, the MSCI Emerging Markets index returned more than 80% as the Federal Reserve raised the fed-funds rate by 4.25 percentage points, analysts at RockCreek wrote in a note to clients this week. A strong economic recovery led to the tightening in 2004—a period where emerging markets also saw the benefits of a strong commodities market. The RockCreek team highlighted similarities to that period: Commodities are&nbsp;booming again&nbsp;and the U.S. is in the throes of an economic recovery.</p><p><blockquote>但一些基金经理在新兴市场看到了一些机会。尽管新兴市场投资者对2013年记忆犹新，但并非所有美联储紧缩政策都造成了如此痛苦的时期。RockCreek分析师本周在给客户的一份报告中写道，2004年至2006年间，随着美联储将联邦基金利率提高4.25个百分点，MSCI新兴市场指数的回报率超过80%。强劲的经济复苏导致了2004年的紧缩——在此期间，新兴市场也看到了强劲的大宗商品市场的好处。RockCreek团队强调了与那个时期的相似之处：大宗商品再次繁荣，而美国正处于经济复苏的阵痛中。</blockquote></p><p> Picking the right spots in emerging markets will be important, as some countries are better-positioned for stronger commodity demand and to withstand volatility from a Fed taper. Others, like China are still&nbsp;grappling with country-specific issues,like antimonopoly measures that loom over not just the e-commerce and internet sectors but also education.</p><p><blockquote>在新兴市场选择正确的地点非常重要，因为一些国家更有能力应对更强劲的大宗商品需求，并抵御美联储缩减规模带来的波动。其他国家，如中国，仍在努力解决特定国家的问题，如不仅笼罩着电子商务和互联网行业，还笼罩着教育领域的反垄断措施。</blockquote></p><p> Oxford Economics strategists favor commodity-oriented beneficiaries in emerging markets in Brazil, for example, where valuations are less stretched than in “new-economy” areas of the market like Chinese technology stocks.</p><p><blockquote>例如，牛津经济研究院的策略师看好巴西新兴市场中以大宗商品为导向的受益者，这些市场的估值没有中国科技股等“新经济”领域那么紧张。</blockquote></p><p> Some emerging markets managers are also looking to banks in&nbsp;countries like Brazil&nbsp;as a way to benefit from the commodities boom and broader recovery. Gavekal also recommends overweight emerging-market stocks with a preference for non-Asian commodity exporters, as well as countries with weaker currencies like Brazil and&nbsp;Mexico.</p><p><blockquote>一些新兴市场经理也将目光投向巴西等国的银行，以此从大宗商品繁荣和更广泛的复苏中获益。Gavekal还推荐跑赢大盘新兴市场股票，优先考虑非亚洲大宗商品出口国，以及巴西和墨西哥等货币疲软的国家。</blockquote></p><p> The&nbsp;iShares MSCI Brazilexchange-traded fund (EWZ) is up 26% over the last three months; the&nbsp;iShares MSCI Mexico&nbsp;ETF (EWW) is up nearly 13% while the China-heavy&nbsp;iShares MSCI Emerging Markets&nbsp;index (EEM) is up just 4% over that period.</p><p><blockquote>iShares MSCI巴西交易所交易基金(EWZ)过去三个月上涨了26%；iShares MSCI墨西哥ETF(EWW)上涨近13%，而以中国为主的iShares MSCI新兴市场指数(EEM)同期仅上涨4%。</blockquote></p><p></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>Why a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-16 08:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may taper its crisis-era asset purchases. Investors are warily watching the Federal Reserve’s policy meeting this week and bracing for another painful “taper tantrum” in emerging markets that led to painful losses . But it may not be as bad this time.</p><p><blockquote>2013年，当美联储暗示可能缩减危机时期的资产购买时，新兴市场大发雷霆。投资者正在警惕地关注美联储本周的政策会议，并准备迎接新兴市场另一场导致痛苦损失的痛苦“缩减恐慌”。但这次可能没那么糟糕。</blockquote></p><p> Fund managers cited a taper tantrum as the second-biggest risk after inflation in a recent survey by Bank of America. Emerging markets felt the brunt of the last taper tantrum, with the MSCI Emerging Markets index falling roughly 10% in four months as investors yanked money out as higher yields in the U.S. offered them alternatives in 2013. That added pressure to emerging market countries, exacerbating precarious fiscal positions in countries reliant on foreign funding.</p><p><blockquote>在美国银行最近的一项调查中，基金经理将缩减恐慌列为仅次于通胀的第二大风险。新兴市场在上一次缩减恐慌中首当其冲，摩根士丹利资本国际新兴市场指数在四个月内下跌了约10%，因为2013年美国收益率上升为他们提供了替代方案，投资者纷纷撤资。这增加了新兴市场国家的压力，加剧了依赖外国资金的国家岌岌可危的财政状况。</blockquote></p><p> Many emerging market countries have better fiscal positions and stronger reserves to deal this time to deal with the fallout from another Fed taper. Increased demand for commodities should also help insulate non-Asian markets from disruptive outflows, giving policy makers more room to maneuver, according to Gavkeal Research analysts Udith Sikand and Vincent Tsui.</p><p><blockquote>许多新兴市场国家有更好的财政状况和更强大的储备来应对这一次美联储再次缩减的影响。Gavkeal Research分析师Udith Sikand和Vincent Tsui表示，大宗商品需求的增加也应有助于使非亚洲市场免受破坏性资金外流的影响，从而为政策制定者提供更多的回旋余地。</blockquote></p><p> The duo expects a less extreme reaction in emerging markets, writing in a note this month that the Fed may also be more attuned to the fragility of the global backdrop and careful to avoid sparking a panic.</p><p><blockquote>两人预计新兴市场的反应不会那么极端，他们在本月的一份报告中写道，美联储也可能更加适应全球背景的脆弱性，并小心避免引发恐慌。</blockquote></p><p> Plus, U.S. real yields are already inching up, which could mean any further rise in yields on the back of a Fed tapering could be smaller. As a result, the analysts think several emerging markets could be less vulnerable this time around and even outperform.</p><p><blockquote>此外，美国实际收益率已经在小幅上升，这可能意味着美联储缩减规模后收益率的进一步上升可能会更小。因此，分析师认为，这一次几个新兴市场可能不那么脆弱，甚至跑赢大盘。</blockquote></p><p> Of course, if a Fed taper triggers the type of outflows seen last time from emerging markets—roughly $30 billion—there will be few places to hide. The growth outlook for emerging markets, especially outside of India and China, is also less exciting and many countries will likely be grappling with higher levels of debt post-Covid. And the most fiscally fragile could still be vulnerable (think Turkey and South Africa).</p><p><blockquote>当然，如果美联储缩减规模引发上次新兴市场的资金外流——大约300亿美元——将无处可藏。新兴市场（尤其是印度和中国以外的市场）的增长前景也不那么令人兴奋，许多国家可能会在新冠疫情后努力应对更高水平的债务。财政最脆弱的国家可能仍然很脆弱（想想土耳其和南非）。</blockquote></p><p> But some money managers see pockets of opportunity in emerging markets. While 2013 is still fresh in the minds of emerging market investors, not all instances of Fed tightening have created such painful periods. Between 2004 to 2006, the MSCI Emerging Markets index returned more than 80% as the Federal Reserve raised the fed-funds rate by 4.25 percentage points, analysts at RockCreek wrote in a note to clients this week. A strong economic recovery led to the tightening in 2004—a period where emerging markets also saw the benefits of a strong commodities market. The RockCreek team highlighted similarities to that period: Commodities are&nbsp;booming again&nbsp;and the U.S. is in the throes of an economic recovery.</p><p><blockquote>但一些基金经理在新兴市场看到了一些机会。尽管新兴市场投资者对2013年记忆犹新，但并非所有美联储紧缩政策都造成了如此痛苦的时期。RockCreek分析师本周在给客户的一份报告中写道，2004年至2006年间，随着美联储将联邦基金利率提高4.25个百分点，MSCI新兴市场指数的回报率超过80%。强劲的经济复苏导致了2004年的紧缩——在此期间，新兴市场也看到了强劲的大宗商品市场的好处。RockCreek团队强调了与那个时期的相似之处：大宗商品再次繁荣，而美国正处于经济复苏的阵痛中。</blockquote></p><p> Picking the right spots in emerging markets will be important, as some countries are better-positioned for stronger commodity demand and to withstand volatility from a Fed taper. Others, like China are still&nbsp;grappling with country-specific issues,like antimonopoly measures that loom over not just the e-commerce and internet sectors but also education.</p><p><blockquote>在新兴市场选择正确的地点非常重要，因为一些国家更有能力应对更强劲的大宗商品需求，并抵御美联储缩减规模带来的波动。其他国家，如中国，仍在努力解决特定国家的问题，如不仅笼罩着电子商务和互联网行业，还笼罩着教育领域的反垄断措施。</blockquote></p><p> Oxford Economics strategists favor commodity-oriented beneficiaries in emerging markets in Brazil, for example, where valuations are less stretched than in “new-economy” areas of the market like Chinese technology stocks.</p><p><blockquote>例如，牛津经济研究院的策略师看好巴西新兴市场中以大宗商品为导向的受益者，这些市场的估值没有中国科技股等“新经济”领域那么紧张。</blockquote></p><p> Some emerging markets managers are also looking to banks in&nbsp;countries like Brazil&nbsp;as a way to benefit from the commodities boom and broader recovery. Gavekal also recommends overweight emerging-market stocks with a preference for non-Asian commodity exporters, as well as countries with weaker currencies like Brazil and&nbsp;Mexico.</p><p><blockquote>一些新兴市场经理也将目光投向巴西等国的银行，以此从大宗商品繁荣和更广泛的复苏中获益。Gavekal还推荐跑赢大盘新兴市场股票，优先考虑非亚洲大宗商品出口国，以及巴西和墨西哥等货币疲软的国家。</blockquote></p><p> The&nbsp;iShares MSCI Brazilexchange-traded fund (EWZ) is up 26% over the last three months; the&nbsp;iShares MSCI Mexico&nbsp;ETF (EWW) is up nearly 13% while the China-heavy&nbsp;iShares MSCI Emerging Markets&nbsp;index (EEM) is up just 4% over that period.</p><p><blockquote>iShares MSCI巴西交易所交易基金(EWZ)过去三个月上涨了26%；iShares MSCI墨西哥ETF(EWW)上涨近13%，而以中国为主的iShares MSCI新兴市场指数(EEM)同期仅上涨4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/taper-tantrum-why-emerging-markets-may-keep-their-cool-51623796608?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/taper-tantrum-why-emerging-markets-may-keep-their-cool-51623796608?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178629454","content_text":"Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may taper its crisis-era asset purchases. Investors are warily watching the Federal Reserve’s policy meeting this week and bracing for another painful “taper tantrum” in emerging markets that led to painful losses . But it may not be as bad this time.\nFund managers cited a taper tantrum as the second-biggest risk after inflation in a recent survey by Bank of America. Emerging markets felt the brunt of the last taper tantrum, with the MSCI Emerging Markets index falling roughly 10% in four months as investors yanked money out as higher yields in the U.S. offered them alternatives in 2013. That added pressure to emerging market countries, exacerbating precarious fiscal positions in countries reliant on foreign funding.\nMany emerging market countries have better fiscal positions and stronger reserves to deal this time to deal with the fallout from another Fed taper. Increased demand for commodities should also help insulate non-Asian markets from disruptive outflows, giving policy makers more room to maneuver, according to Gavkeal Research analysts Udith Sikand and Vincent Tsui.\nThe duo expects a less extreme reaction in emerging markets, writing in a note this month that the Fed may also be more attuned to the fragility of the global backdrop and careful to avoid sparking a panic.\nPlus, U.S. real yields are already inching up, which could mean any further rise in yields on the back of a Fed tapering could be smaller. As a result, the analysts think several emerging markets could be less vulnerable this time around and even outperform.\nOf course, if a Fed taper triggers the type of outflows seen last time from emerging markets—roughly $30 billion—there will be few places to hide. The growth outlook for emerging markets, especially outside of India and China, is also less exciting and many countries will likely be grappling with higher levels of debt post-Covid. And the most fiscally fragile could still be vulnerable (think Turkey and South Africa).\nBut some money managers see pockets of opportunity in emerging markets. While 2013 is still fresh in the minds of emerging market investors, not all instances of Fed tightening have created such painful periods. Between 2004 to 2006, the MSCI Emerging Markets index returned more than 80% as the Federal Reserve raised the fed-funds rate by 4.25 percentage points, analysts at RockCreek wrote in a note to clients this week. A strong economic recovery led to the tightening in 2004—a period where emerging markets also saw the benefits of a strong commodities market. The RockCreek team highlighted similarities to that period: Commodities are booming again and the U.S. is in the throes of an economic recovery.\nPicking the right spots in emerging markets will be important, as some countries are better-positioned for stronger commodity demand and to withstand volatility from a Fed taper. Others, like China are still grappling with country-specific issues,like antimonopoly measures that loom over not just the e-commerce and internet sectors but also education.\nOxford Economics strategists favor commodity-oriented beneficiaries in emerging markets in Brazil, for example, where valuations are less stretched than in “new-economy” areas of the market like Chinese technology stocks.\nSome emerging markets managers are also looking to banks in countries like Brazil as a way to benefit from the commodities boom and broader recovery. Gavekal also recommends overweight emerging-market stocks with a preference for non-Asian commodity exporters, as well as countries with weaker currencies like Brazil and Mexico.\nThe iShares MSCI Brazilexchange-traded fund (EWZ) is up 26% over the last three months; the iShares MSCI Mexico ETF (EWW) is up nearly 13% while the China-heavy iShares MSCI Emerging Markets index (EEM) is up just 4% over that period.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169832665,"gmtCreate":1623826578657,"gmtModify":1631891577895,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169832665","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","kind":"news","pubTimestamp":1623809672,"share":"https://www.laohu8.com/m/news/1105892749?lang=zh_CN&edition=full","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p><p><blockquote>特斯拉股票的疲软表现让看涨分析师最近感到失望。他们正在寻找催化剂，使股价摆脱最近的恐慌。</blockquote></p><p> Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p><p><blockquote>特斯拉股价（股票代码：TSLA）今年迄今已下跌约15%，较1月份52周高点900.40美元下跌约50%。从股票角度来看，特斯拉已经将领导权让给了传统汽车制造商：通用汽车(GM)和福特汽车(F)的股价今年迄今分别上涨了45%和70%。</blockquote></p><p> That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p><p><blockquote>这一表现让特斯拉多头感到困惑。摩根士丹利分析师亚当·乔纳斯(Adam Jonas)在周一晚间的一份报告中写道：“让我们从该股的起点开始，以健康的智力诚实开始。”他是特斯拉股票买入的牛市评级。他对该股的目标价为每股900美元，比近期水平高出近50%。他写道：“即使是多头也应该承认，2020年下半年股价的上涨虽然原则上也许是理所应当的，但却是在一个高度集中的时间框架内进行的。”</blockquote></p><p> Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p><p><blockquote>受强劲盈利、强劲交付以及该股被纳入标准普尔500指数的提振，特斯拉股价在2020年下半年上涨了227%。</blockquote></p><p> “The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p><p><blockquote>乔纳斯补充道：“该股五年的大部分表现都集中在大约五个月内。”他说，他的客户现在正在寻找下一个可以推动股票再次上涨的大事件。他的想法包括在德克萨斯州和德国扩大产能。此后，他预测从现在到本世纪中期，特斯拉将再开设五家工厂。</blockquote></p><p> Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p><p><blockquote>Jonas还希望特斯拉推出另一款新车型。据他估计，特斯拉的Y、X、3和S车型仅占汽车行业总潜在市场的15%左右。模型扩展将是积极的。尽管该公司将于2021年晚些时候交付其Cybertruck，但这并不是近期的事情。</blockquote></p><p> Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p><p><blockquote>Canaccord分析师Jonathan Dorsheimer正在另一个领域寻找催化剂：住宅太阳能。他看好的部分原因是“特斯拉正在创建一个能源品牌和一个苹果式的产品生态系统，具有以客户为中心的连接，将汽车、太阳能和备用电源无缝结合，”他在周日发布的一份报告中写道。</blockquote></p><p> Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p><p><blockquote>多斯海默很乐观，但最近感觉有点沮丧。他仍将该股评级为买入，但在报告中将目标价从974美元下调至812美元。除此之外，他对电池延迟感到失望。特斯拉正计划使用更大的电池，以保证更好的续航里程、充电时间和成本。那些电池还没有上市。</blockquote></p><p> Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p><p><blockquote>再往前看，高盛分析师Mark Delaney上周观看了特斯拉Model S Plaid交付活动。格子可以在不到两秒钟的时间内从零加速到60英里/小时。德莱尼对这项技术印象深刻，但指出售价约13万美元的Plaid是一款小众汽车。他希望2021年的交付量能够超出预期。德莱尼将在2021年为特斯拉设计875,000辆汽车。华尔街的共识数字更接近82.5万。</blockquote></p><p> Delaney rates shares Buy and has an $860 price target.</p><p><blockquote>德莱尼将股票评级为买入，目标价为860美元。</blockquote></p><p> New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p><p><blockquote>新产量的增加、强劲的交付量和不断增长的太阳能业务是这三家公司未来几个月将关注的焦点。如果一切顺利，只要同时没有坏消息，这些催化剂应该足以推动特斯拉股价走高。</blockquote></p><p> Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p><p><blockquote>特斯拉股价周二下跌3%，至599.36美元，本周小幅下跌。</blockquote></p><p></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 Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-16 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p><p><blockquote>特斯拉股票的疲软表现让看涨分析师最近感到失望。他们正在寻找催化剂，使股价摆脱最近的恐慌。</blockquote></p><p> Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p><p><blockquote>特斯拉股价（股票代码：TSLA）今年迄今已下跌约15%，较1月份52周高点900.40美元下跌约50%。从股票角度来看，特斯拉已经将领导权让给了传统汽车制造商：通用汽车(GM)和福特汽车(F)的股价今年迄今分别上涨了45%和70%。</blockquote></p><p> That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p><p><blockquote>这一表现让特斯拉多头感到困惑。摩根士丹利分析师亚当·乔纳斯(Adam Jonas)在周一晚间的一份报告中写道：“让我们从该股的起点开始，以健康的智力诚实开始。”他是特斯拉股票买入的牛市评级。他对该股的目标价为每股900美元，比近期水平高出近50%。他写道：“即使是多头也应该承认，2020年下半年股价的上涨虽然原则上也许是理所应当的，但却是在一个高度集中的时间框架内进行的。”</blockquote></p><p> Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p><p><blockquote>受强劲盈利、强劲交付以及该股被纳入标准普尔500指数的提振，特斯拉股价在2020年下半年上涨了227%。</blockquote></p><p> “The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p><p><blockquote>乔纳斯补充道：“该股五年的大部分表现都集中在大约五个月内。”他说，他的客户现在正在寻找下一个可以推动股票再次上涨的大事件。他的想法包括在德克萨斯州和德国扩大产能。此后，他预测从现在到本世纪中期，特斯拉将再开设五家工厂。</blockquote></p><p> Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p><p><blockquote>Jonas还希望特斯拉推出另一款新车型。据他估计，特斯拉的Y、X、3和S车型仅占汽车行业总潜在市场的15%左右。模型扩展将是积极的。尽管该公司将于2021年晚些时候交付其Cybertruck，但这并不是近期的事情。</blockquote></p><p> Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p><p><blockquote>Canaccord分析师Jonathan Dorsheimer正在另一个领域寻找催化剂：住宅太阳能。他看好的部分原因是“特斯拉正在创建一个能源品牌和一个苹果式的产品生态系统，具有以客户为中心的连接，将汽车、太阳能和备用电源无缝结合，”他在周日发布的一份报告中写道。</blockquote></p><p> Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p><p><blockquote>多斯海默很乐观，但最近感觉有点沮丧。他仍将该股评级为买入，但在报告中将目标价从974美元下调至812美元。除此之外，他对电池延迟感到失望。特斯拉正计划使用更大的电池，以保证更好的续航里程、充电时间和成本。那些电池还没有上市。</blockquote></p><p> Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p><p><blockquote>再往前看，高盛分析师Mark Delaney上周观看了特斯拉Model S Plaid交付活动。格子可以在不到两秒钟的时间内从零加速到60英里/小时。德莱尼对这项技术印象深刻，但指出售价约13万美元的Plaid是一款小众汽车。他希望2021年的交付量能够超出预期。德莱尼将在2021年为特斯拉设计875,000辆汽车。华尔街的共识数字更接近82.5万。</blockquote></p><p> Delaney rates shares Buy and has an $860 price target.</p><p><blockquote>德莱尼将股票评级为买入，目标价为860美元。</blockquote></p><p> New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p><p><blockquote>新产量的增加、强劲的交付量和不断增长的太阳能业务是这三家公司未来几个月将关注的焦点。如果一切顺利，只要同时没有坏消息，这些催化剂应该足以推动特斯拉股价走高。</blockquote></p><p> Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p><p><blockquote>特斯拉股价周二下跌3%，至599.36美元，本周小幅下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169894726,"gmtCreate":1623826181765,"gmtModify":1631891577899,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169894726","repostId":"1182315358","repostType":4,"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":126843377,"gmtCreate":1624552865199,"gmtModify":1631888612946,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/126843377","repostId":"1120836318","repostType":4,"isVote":1,"tweetType":1,"viewCount":3052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120757713,"gmtCreate":1624339427132,"gmtModify":1631888612967,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120757713","repostId":"2145003011","repostType":4,"isVote":1,"tweetType":1,"viewCount":3187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125294611,"gmtCreate":1624674099633,"gmtModify":1631888612917,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Strong]&nbsp;","listText":"Like and comment [Strong]&nbsp;","text":"Like and comment [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/125294611","repostId":"1134836867","repostType":4,"repost":{"id":"1134836867","kind":"news","pubTimestamp":1624634837,"share":"https://www.laohu8.com/m/news/1134836867?lang=zh_CN&edition=full","pubTime":"2021-06-25 23:27","market":"us","language":"en","title":"Kyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，随处可见通胀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134836867","media":"zerohedge","summary":"With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to th","content":"<p>With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.</p><p><blockquote>随着市场似乎对FOMC对最新通胀数据的反应不屑一顾，美国股市重回历史高位，海曼资本(Hayman Capital)的凯尔·巴斯(Kyle Bass)周四回到CNBC接受“收盘钟声”工作人员的采访，他在采访中提出了截然不同的观点当前经济形势与通货膨胀的关系。</blockquote></p><p> Inan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"</p><p><blockquote>在接受采访时，这位亿万富翁投资者阐述了他关于美国已经在努力应对超过10%的实际通胀率的说法，他宣称“在生活的各个方面，我都看到了通货膨胀。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d1d2089581ea201564daaba8b5aac961\" tg-width=\"521\" tg-height=\"310\"></p><p><blockquote></blockquote></p><p> Why? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.</p><p><blockquote>为什么？因为在过去一年半的时间里，美联储在最短的时间内向美国经济引入了比美国历史上任何时候都多的广义货币。</blockquote></p><p>   \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.  Even as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.</p><p><blockquote>“我认为我们将看到通胀短期下降，因为最初的通胀爆发是巨大的。..这种短暂的评论可能在短时间内是正确的，但我认为莎拉，当你看看1980年至2010年美国体系中的货币供应量时，它在GDP的50%至60%之间波动，在全球金融危机后，它占GDP的比例从大约60%上升到68%69%，现在我们已经接近90%，所以在新冠疫情爆发以来的一年半时间里，我们在美国历史上最短的时间内，我们在美国历史上最短的时间内引入了34%的广义货币，所以如果美联储继续扩大资产负债表，我们将看到价格保持高位，并随着时间的推移而走高。尽管金融媒体喋喋不休地谈论美联储最终开始考虑缩减资产购买规模的重要性，巴斯认为央行不会那么容易缩减资产负债表。</blockquote></p><p>   \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.  So, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.</p><p><blockquote>巴斯表示：“如果美联储继续扩大资产负债表，我们将看到价格保持高位，并随着时间的推移走高，我认为会这样做。”那么，投资者可以做些什么来对抗这个巴斯生动描述的“通胀怪物”呢？嗯，他建议他们关注大宗商品和房地产等硬资产，贝莱德已经在大量购买这些资产。</blockquote></p><p> Equities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).</p><p><blockquote>巴斯表示，股市应该“表现良好”，他引用的数据似乎表明，从长远来看，股价能够跟上95%至88%的通胀率（尽管这似乎肯定不符合过去十年的情况）。</blockquote></p><p> As for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"</p><p><blockquote>至于他对通胀的评估及其与美联储观点的巨大差异，巴斯打趣道：“你的银行账户是是否存在通胀的最终决定因素，”他总结道，并强调了消费者看到的食品和汽车等商品的价格上涨。”</blockquote></p><p>   \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\" </p><p><blockquote>“如果你在市场上，你想拥有大宗商品，如果你在现实世界中，你想拥有生产性房地产，你甚至想在美国人口发生重大变化之前购买农村土地……我宁愿今天拥有硬资产而不是股票，因为我认为我们只看到美国人口流动的开始。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，随处可见通胀</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKyle Bass Slams Fed, Sees Inflation Everywhere He Looks<blockquote>凯尔·巴斯猛烈抨击美联储，随处可见通胀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-25 23:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.</p><p><blockquote>随着市场似乎对FOMC对最新通胀数据的反应不屑一顾，美国股市重回历史高位，海曼资本(Hayman Capital)的凯尔·巴斯(Kyle Bass)周四回到CNBC接受“收盘钟声”工作人员的采访，他在采访中提出了截然不同的观点当前经济形势与通货膨胀的关系。</blockquote></p><p> Inan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"</p><p><blockquote>在接受采访时，这位亿万富翁投资者阐述了他关于美国已经在努力应对超过10%的实际通胀率的说法，他宣称“在生活的各个方面，我都看到了通货膨胀。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d1d2089581ea201564daaba8b5aac961\" tg-width=\"521\" tg-height=\"310\"></p><p><blockquote></blockquote></p><p> Why? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.</p><p><blockquote>为什么？因为在过去一年半的时间里，美联储在最短的时间内向美国经济引入了比美国历史上任何时候都多的广义货币。</blockquote></p><p>   \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.  Even as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.</p><p><blockquote>“我认为我们将看到通胀短期下降，因为最初的通胀爆发是巨大的。..这种短暂的评论可能在短时间内是正确的，但我认为莎拉，当你看看1980年至2010年美国体系中的货币供应量时，它在GDP的50%至60%之间波动，在全球金融危机后，它占GDP的比例从大约60%上升到68%69%，现在我们已经接近90%，所以在新冠疫情爆发以来的一年半时间里，我们在美国历史上最短的时间内，我们在美国历史上最短的时间内引入了34%的广义货币，所以如果美联储继续扩大资产负债表，我们将看到价格保持高位，并随着时间的推移而走高。尽管金融媒体喋喋不休地谈论美联储最终开始考虑缩减资产购买规模的重要性，巴斯认为央行不会那么容易缩减资产负债表。</blockquote></p><p>   \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.  So, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.</p><p><blockquote>巴斯表示：“如果美联储继续扩大资产负债表，我们将看到价格保持高位，并随着时间的推移走高，我认为会这样做。”那么，投资者可以做些什么来对抗这个巴斯生动描述的“通胀怪物”呢？嗯，他建议他们关注大宗商品和房地产等硬资产，贝莱德已经在大量购买这些资产。</blockquote></p><p> Equities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).</p><p><blockquote>巴斯表示，股市应该“表现良好”，他引用的数据似乎表明，从长远来看，股价能够跟上95%至88%的通胀率（尽管这似乎肯定不符合过去十年的情况）。</blockquote></p><p> As for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"</p><p><blockquote>至于他对通胀的评估及其与美联储观点的巨大差异，巴斯打趣道：“你的银行账户是是否存在通胀的最终决定因素，”他总结道，并强调了消费者看到的食品和汽车等商品的价格上涨。”</blockquote></p><p>   \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\" </p><p><blockquote>“如果你在市场上，你想拥有大宗商品，如果你在现实世界中，你想拥有生产性房地产，你甚至想在美国人口发生重大变化之前购买农村土地……我宁愿今天拥有硬资产而不是股票，因为我认为我们只看到美国人口流动的开始。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/kyle-bass-warns-every-aspect-my-life-i-see-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/kyle-bass-warns-every-aspect-my-life-i-see-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134836867","content_text":"With US stocks back at all-time highs as the market seemingly shrugged off the FOMC's reaction to the latest inflation numbers,Hayman Capital's Kyle Bass returned to CNBCfor an interview with the \"Closing Bell\" crew on Thursday, where he offered a dramatically different vision of the present economic scenario vis-a-vis inflation.\nInan interview where heexpounded upon his claim that the US is already grappling with real inflation rates above 10%, the billionaire investor proclaimed that \"in every single aspect of life, I see inflation.\"\n\nWhy? Because during the past year and a half, the Fed has introduced more broad money into the American economy in the shortest time than we have seen at any point in American history.\n\n \"I think look we're going to see a short-term turn-down in inflation because the initial inflationary burst was enormous...this transitory comment may play out to be true for a short period of time but I hink Sarah when you look at the the money supply the broad money in the US system from 1980 to 2010 it it vacillated between 50% and 60% of GDP and post the global financial crisis it moved up from roughly 60% to 68% 69% of GDP now that we're approaching 90 so in the one year period one and a half year period since COVID started we have introduced 34% more broad money in our system in the shortest time period in the history United States so we're going to see prices stay high and move higher over time if the fed continues to expand its balance sheet,\" Bass said.\n\nEven as the financial press prattles on about the significance of the Fed finally starting to consider tapering its asset purchases, Bass believes that the central bank won't be able to shrink its balance sheet so easily.\n\n \"We're going to see prices stay high and move higher over time if the Fed continues to expand its balance sheet which I think it will,\" Bass said.\n\nSo, what can investors do to fight this \"inflation monster\", as Bass colorfully described it. Well, he suggested they focus on hard assets like commodities and real estate,which BlackRock is already buying up in droves.\nEquities should \"do fine\", Bass said, citing data purporting to show that equity prices keep up with between 95% and 88% of inflation over the long term (though that certainly doesn't seem to fit the last decade).\nAs for his assessment of inflation and its dramatic difference with the Fed's view, Bass quipped: \"Your bank account is the final determinant whether there is inflation or not,\" he concluded, highlighting the higher prices consumers have seen for things like food and cars.\"\n\n \"If you're in the market place you want to own commodities if you’re in the real world you want to own productive real estate you even want to buy rural land in front of major demographic moves in the US...I’d rather own hard assets than equities today because I think we’re only seeing just the beginning of population moves in the US.\"","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128927537,"gmtCreate":1624498898629,"gmtModify":1631888612955,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/128927537","repostId":"1123789211","repostType":4,"repost":{"id":"1123789211","kind":"news","pubTimestamp":1624495583,"share":"https://www.laohu8.com/m/news/1123789211?lang=zh_CN&edition=full","pubTime":"2021-06-24 08:46","market":"us","language":"en","title":"Fed’s Kaplan Sees Hike in 2022, Taper Starting Sooner<blockquote>美联储卡普兰预计2022年加息，更早开始缩减规模</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123789211","media":"finance.yahoo","summary":"(Bloomberg) -- The U.S. economy will likely meet the Federal Reserve’s threshold for tapering its as","content":"<p>(Bloomberg) -- The U.S. economy will likely meet the Federal Reserve’s threshold for tapering its asset purchases sooner than people think, said Dallas Fed President Robert Kaplan, who has penciled in an interest-rate increase next year.</p><p><blockquote>（彭博社）——达拉斯联储主席罗伯特·卡普兰表示，美国经济可能会比人们想象的更快达到美联储缩减资产购买的门槛，他预计明年将加息。</blockquote></p><p> “As we make substantial further progress, which I think will happen sooner than people expect -- sooner rather than later -- and we’re weathering the pandemic, I think we’d be far better off, from a risk-management point of view, beginning to adjust these purchases of Treasuries and mortgage-backed securities,” Kaplan said Wednesday in an interview with Bloomberg News.</p><p><blockquote>“随着我们取得实质性的进一步进展，我认为这将比人们预期的更快发生——宜早不宜迟——而且我们正在度过这一流行病，我认为从风险管理的角度来看，我们的情况会好得多。”卡普兰周三在接受彭博新闻社采访时表示：“从角度来看，开始调整这些国债和抵押贷款支持证券的购买。”</blockquote></p><p> Kaplan says he’s forecasting rate liftoff in 2022 from its current setting near zero, as inflation surpasses the central bank’s 2% goal this year and next and unemployment dips below 4%. He declined to elaborate on his 2023 rate projection.</p><p><blockquote>卡普兰表示，他预计2022年利率将从目前接近零的水平上升，因为今明两年通胀率将超过央行2%的目标，失业率将降至4%以下。他拒绝详细说明2023年的利率预测。</blockquote></p><p> Fed officials moved up their rate estimates at the June Federal Open Market Committee meeting. The so-called dot plot, a graphical representation of each participant’s rate forecast, showed the median projection calling for two rate increases in 2023, versus none in March. While the median for next year still indicated no rate hike, seven of the 18 participants penciled in liftoff then.</p><p><blockquote>美联储官员在6月联邦公开市场委员会会议上上调了利率预期。所谓的点阵图是每个参与者利率预测的图形表示，显示了2023年加息两次的预测中值，而3月份没有加息。虽然明年的中位数仍然表明不会加息，但18名参与者中有7人预计会加息。</blockquote></p><p> Kaplan is joined in publicly declaring his 2022 liftoff projection by Atlanta Fed President Raphael Bostic and James Bullard, head of the St. Louis Fed.</p><p><blockquote>卡普兰与亚特兰大联储主席拉斐尔·博斯蒂克和圣路易斯联储主席詹姆斯·布拉德一起公开宣布了他的2022年起飞预测。</blockquote></p><p> Fed Chair Jerome Powell, in a press conference following the meeting, indicated that policy makers would start talking about tapering the $120 billion of monthly asset purchases at upcoming meetings. Starting the process sooner would leave officials with more flexibility on future rate increases, Kaplan argued.</p><p><blockquote>美联储主席鲍威尔在会后的新闻发布会上表示，政策制定者将在即将举行的会议上开始讨论缩减每月1200亿美元的资产购买规模。卡普兰认为，尽快启动这一进程将使官员们在未来加息方面拥有更大的灵活性。</blockquote></p><p> “If we do these purchases longer than might be necessary, for me it actually may reduce our flexibility in adjusting rates,” Kaplan said. “I’d rather start tapering, assuming we meet our conditions, sooner rather than later so that we have more flexibility in deciding what we want to do on rates down the road.”</p><p><blockquote>卡普兰说：“如果我们进行这些购买的时间超过了必要的时间，对我来说，实际上可能会降低我们调整利率的灵活性。”“假设我们满足条件，我宁愿尽早开始缩减规模，这样我们就可以更灵活地决定未来的利率措施。”</blockquote></p><p> Kaplan sees inflation of 3.4% this year and 2.4% next year. While some price pressures will moderate over the next six months, others may represent longer-term trends. Demand for semiconductors, for example, is likely to increase further as the transition to sustainable energy sources intensifies.</p><p><blockquote>卡普兰预计今年通胀率为3.4%，明年为2.4%。虽然一些价格压力将在未来六个月内缓解，但其他压力可能代表长期趋势。例如，随着向可持续能源过渡的加剧，对半导体的需求可能会进一步增加。</blockquote></p><p> But the current data environment, with swings that have been difficult for economists to accurately forecast, requires a “healthy dose of humility,” Kaplan said, echoing comments made by Powell last week.</p><p><blockquote>但卡普兰表示，当前的数据环境，经济学家很难准确预测波动，需要“适度的谦逊”，这呼应了鲍威尔上周的言论。</blockquote></p><p> Market participants saw the Fed’s more hawkish interest-rate forecasts as a way for the central bank to reaffirm its commitment to stable prices following two months of higher readings.</p><p><blockquote>市场参与者认为，美联储更加鹰派的利率预测是央行在连续两个月走高后重申其稳定物价承诺的一种方式。</blockquote></p><p> “I think it’s a good thing for the Fed to emphasize that we’re vigilant and we’re committed to anchoring inflation at an average of 2% and that we’re committed to anchoring inflation expectations in a manner that’s consistent with 2% inflation,” Kaplan said. “I think just emphasizing that is probably a healthy thing.”</p><p><blockquote>卡普兰说：“我认为美联储强调我们保持警惕，我们致力于将通胀锚定在平均2%，我们致力于以与2%通胀一致的方式锚定通胀预期，这是一件好事。”“我认为强调这一点可能是一件健康的事情。”</blockquote></p><p> The moves in Treasury markets following the Fed’s June meeting, with investors buying longer-dated debt instead of short-term bills, may take a few more weeks to wash out, Kaplan said.</p><p><blockquote>卡普兰表示，美联储6月会议后，美国国债市场的走势可能还需要几周时间才能消退，投资者购买长期债务而不是短期票据。</blockquote></p><p> While noting that a number of people have dropped out of the labor force due to early retirement, Kaplan is optimistic that the participation rate of workers aged 25 to 54 will improve, especially as schools reopen to in-person learning and women, who left the workforce in disproportionate numbers during the pandemic, return to work.</p><p><blockquote>虽然卡普兰指出，许多人因提前退休而退出了劳动力市场，但他乐观地认为，25至54岁工人的参与率将会提高，特别是随着学校重新开放面对面学习以及离开劳动力市场的女性重返工作岗位。疫情期间，劳动力数量不成比例。</blockquote></p><p> The U.S. labor market needs a “relentless,” multi-year effort in more widespread skills training, increased early-childhood education and access to wi-fi to create better long-term workforce trends, Kaplan said.</p><p><blockquote>卡普兰表示，美国劳动力市场需要在更广泛的技能培训、增加幼儿教育和wi-fi接入方面进行“不懈的”多年努力，以创造更好的长期劳动力趋势。</blockquote></p><p> “If your workforce growth is slowing or decelerating, you’ve got to try to improve worker adaptability and improve productivity, and education has got to be central to that,” Kaplan said.</p><p><blockquote>卡普兰说：“如果劳动力增长放缓或减速，你必须努力提高工人的适应能力并提高生产力，而教育必须成为其中的核心。”</blockquote></p><p></p>","source":"lsy1612507957220","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>Fed’s Kaplan Sees Hike in 2022, Taper Starting Sooner<blockquote>美联储卡普兰预计2022年加息，更早开始缩减规模</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Kaplan Sees Hike in 2022, Taper Starting Sooner<blockquote>美联储卡普兰预计2022年加息，更早开始缩减规模</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-06-24 08:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- The U.S. economy will likely meet the Federal Reserve’s threshold for tapering its asset purchases sooner than people think, said Dallas Fed President Robert Kaplan, who has penciled in an interest-rate increase next year.</p><p><blockquote>（彭博社）——达拉斯联储主席罗伯特·卡普兰表示，美国经济可能会比人们想象的更快达到美联储缩减资产购买的门槛，他预计明年将加息。</blockquote></p><p> “As we make substantial further progress, which I think will happen sooner than people expect -- sooner rather than later -- and we’re weathering the pandemic, I think we’d be far better off, from a risk-management point of view, beginning to adjust these purchases of Treasuries and mortgage-backed securities,” Kaplan said Wednesday in an interview with Bloomberg News.</p><p><blockquote>“随着我们取得实质性的进一步进展，我认为这将比人们预期的更快发生——宜早不宜迟——而且我们正在度过这一流行病，我认为从风险管理的角度来看，我们的情况会好得多。”卡普兰周三在接受彭博新闻社采访时表示：“从角度来看，开始调整这些国债和抵押贷款支持证券的购买。”</blockquote></p><p> Kaplan says he’s forecasting rate liftoff in 2022 from its current setting near zero, as inflation surpasses the central bank’s 2% goal this year and next and unemployment dips below 4%. He declined to elaborate on his 2023 rate projection.</p><p><blockquote>卡普兰表示，他预计2022年利率将从目前接近零的水平上升，因为今明两年通胀率将超过央行2%的目标，失业率将降至4%以下。他拒绝详细说明2023年的利率预测。</blockquote></p><p> Fed officials moved up their rate estimates at the June Federal Open Market Committee meeting. The so-called dot plot, a graphical representation of each participant’s rate forecast, showed the median projection calling for two rate increases in 2023, versus none in March. While the median for next year still indicated no rate hike, seven of the 18 participants penciled in liftoff then.</p><p><blockquote>美联储官员在6月联邦公开市场委员会会议上上调了利率预期。所谓的点阵图是每个参与者利率预测的图形表示，显示了2023年加息两次的预测中值，而3月份没有加息。虽然明年的中位数仍然表明不会加息，但18名参与者中有7人预计会加息。</blockquote></p><p> Kaplan is joined in publicly declaring his 2022 liftoff projection by Atlanta Fed President Raphael Bostic and James Bullard, head of the St. Louis Fed.</p><p><blockquote>卡普兰与亚特兰大联储主席拉斐尔·博斯蒂克和圣路易斯联储主席詹姆斯·布拉德一起公开宣布了他的2022年起飞预测。</blockquote></p><p> Fed Chair Jerome Powell, in a press conference following the meeting, indicated that policy makers would start talking about tapering the $120 billion of monthly asset purchases at upcoming meetings. Starting the process sooner would leave officials with more flexibility on future rate increases, Kaplan argued.</p><p><blockquote>美联储主席鲍威尔在会后的新闻发布会上表示，政策制定者将在即将举行的会议上开始讨论缩减每月1200亿美元的资产购买规模。卡普兰认为，尽快启动这一进程将使官员们在未来加息方面拥有更大的灵活性。</blockquote></p><p> “If we do these purchases longer than might be necessary, for me it actually may reduce our flexibility in adjusting rates,” Kaplan said. “I’d rather start tapering, assuming we meet our conditions, sooner rather than later so that we have more flexibility in deciding what we want to do on rates down the road.”</p><p><blockquote>卡普兰说：“如果我们进行这些购买的时间超过了必要的时间，对我来说，实际上可能会降低我们调整利率的灵活性。”“假设我们满足条件，我宁愿尽早开始缩减规模，这样我们就可以更灵活地决定未来的利率措施。”</blockquote></p><p> Kaplan sees inflation of 3.4% this year and 2.4% next year. While some price pressures will moderate over the next six months, others may represent longer-term trends. Demand for semiconductors, for example, is likely to increase further as the transition to sustainable energy sources intensifies.</p><p><blockquote>卡普兰预计今年通胀率为3.4%，明年为2.4%。虽然一些价格压力将在未来六个月内缓解，但其他压力可能代表长期趋势。例如，随着向可持续能源过渡的加剧，对半导体的需求可能会进一步增加。</blockquote></p><p> But the current data environment, with swings that have been difficult for economists to accurately forecast, requires a “healthy dose of humility,” Kaplan said, echoing comments made by Powell last week.</p><p><blockquote>但卡普兰表示，当前的数据环境，经济学家很难准确预测波动，需要“适度的谦逊”，这呼应了鲍威尔上周的言论。</blockquote></p><p> Market participants saw the Fed’s more hawkish interest-rate forecasts as a way for the central bank to reaffirm its commitment to stable prices following two months of higher readings.</p><p><blockquote>市场参与者认为，美联储更加鹰派的利率预测是央行在连续两个月走高后重申其稳定物价承诺的一种方式。</blockquote></p><p> “I think it’s a good thing for the Fed to emphasize that we’re vigilant and we’re committed to anchoring inflation at an average of 2% and that we’re committed to anchoring inflation expectations in a manner that’s consistent with 2% inflation,” Kaplan said. “I think just emphasizing that is probably a healthy thing.”</p><p><blockquote>卡普兰说：“我认为美联储强调我们保持警惕，我们致力于将通胀锚定在平均2%，我们致力于以与2%通胀一致的方式锚定通胀预期，这是一件好事。”“我认为强调这一点可能是一件健康的事情。”</blockquote></p><p> The moves in Treasury markets following the Fed’s June meeting, with investors buying longer-dated debt instead of short-term bills, may take a few more weeks to wash out, Kaplan said.</p><p><blockquote>卡普兰表示，美联储6月会议后，美国国债市场的走势可能还需要几周时间才能消退，投资者购买长期债务而不是短期票据。</blockquote></p><p> While noting that a number of people have dropped out of the labor force due to early retirement, Kaplan is optimistic that the participation rate of workers aged 25 to 54 will improve, especially as schools reopen to in-person learning and women, who left the workforce in disproportionate numbers during the pandemic, return to work.</p><p><blockquote>虽然卡普兰指出，许多人因提前退休而退出了劳动力市场，但他乐观地认为，25至54岁工人的参与率将会提高，特别是随着学校重新开放面对面学习以及离开劳动力市场的女性重返工作岗位。疫情期间，劳动力数量不成比例。</blockquote></p><p> The U.S. labor market needs a “relentless,” multi-year effort in more widespread skills training, increased early-childhood education and access to wi-fi to create better long-term workforce trends, Kaplan said.</p><p><blockquote>卡普兰表示，美国劳动力市场需要在更广泛的技能培训、增加幼儿教育和wi-fi接入方面进行“不懈的”多年努力，以创造更好的长期劳动力趋势。</blockquote></p><p> “If your workforce growth is slowing or decelerating, you’ve got to try to improve worker adaptability and improve productivity, and education has got to be central to that,” Kaplan said.</p><p><blockquote>卡普兰说：“如果劳动力增长放缓或减速，你必须努力提高工人的适应能力并提高生产力，而教育必须成为其中的核心。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/fed-kaplan-sees-hike-2022-193617178.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/fed-kaplan-sees-hike-2022-193617178.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123789211","content_text":"(Bloomberg) -- The U.S. economy will likely meet the Federal Reserve’s threshold for tapering its asset purchases sooner than people think, said Dallas Fed President Robert Kaplan, who has penciled in an interest-rate increase next year.\n“As we make substantial further progress, which I think will happen sooner than people expect -- sooner rather than later -- and we’re weathering the pandemic, I think we’d be far better off, from a risk-management point of view, beginning to adjust these purchases of Treasuries and mortgage-backed securities,” Kaplan said Wednesday in an interview with Bloomberg News.\nKaplan says he’s forecasting rate liftoff in 2022 from its current setting near zero, as inflation surpasses the central bank’s 2% goal this year and next and unemployment dips below 4%. He declined to elaborate on his 2023 rate projection.\nFed officials moved up their rate estimates at the June Federal Open Market Committee meeting. The so-called dot plot, a graphical representation of each participant’s rate forecast, showed the median projection calling for two rate increases in 2023, versus none in March. While the median for next year still indicated no rate hike, seven of the 18 participants penciled in liftoff then.\nKaplan is joined in publicly declaring his 2022 liftoff projection by Atlanta Fed President Raphael Bostic and James Bullard, head of the St. Louis Fed.\nFed Chair Jerome Powell, in a press conference following the meeting, indicated that policy makers would start talking about tapering the $120 billion of monthly asset purchases at upcoming meetings. Starting the process sooner would leave officials with more flexibility on future rate increases, Kaplan argued.\n“If we do these purchases longer than might be necessary, for me it actually may reduce our flexibility in adjusting rates,” Kaplan said. “I’d rather start tapering, assuming we meet our conditions, sooner rather than later so that we have more flexibility in deciding what we want to do on rates down the road.”\nKaplan sees inflation of 3.4% this year and 2.4% next year. While some price pressures will moderate over the next six months, others may represent longer-term trends. Demand for semiconductors, for example, is likely to increase further as the transition to sustainable energy sources intensifies.\nBut the current data environment, with swings that have been difficult for economists to accurately forecast, requires a “healthy dose of humility,” Kaplan said, echoing comments made by Powell last week.\nMarket participants saw the Fed’s more hawkish interest-rate forecasts as a way for the central bank to reaffirm its commitment to stable prices following two months of higher readings.\n“I think it’s a good thing for the Fed to emphasize that we’re vigilant and we’re committed to anchoring inflation at an average of 2% and that we’re committed to anchoring inflation expectations in a manner that’s consistent with 2% inflation,” Kaplan said. “I think just emphasizing that is probably a healthy thing.”\nThe moves in Treasury markets following the Fed’s June meeting, with investors buying longer-dated debt instead of short-term bills, may take a few more weeks to wash out, Kaplan said.\nWhile noting that a number of people have dropped out of the labor force due to early retirement, Kaplan is optimistic that the participation rate of workers aged 25 to 54 will improve, especially as schools reopen to in-person learning and women, who left the workforce in disproportionate numbers during the pandemic, return to work.\nThe U.S. labor market needs a “relentless,” multi-year effort in more widespread skills training, increased early-childhood education and access to wi-fi to create better long-term workforce trends, Kaplan said.\n“If your workforce growth is slowing or decelerating, you’ve got to try to improve worker adaptability and improve productivity, and education has got to be central to that,” Kaplan said.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164983124,"gmtCreate":1624165520168,"gmtModify":1631888612991,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164983124","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161526578,"gmtCreate":1623935883294,"gmtModify":1631888613025,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161526578","repostId":"2144374909","repostType":4,"isVote":1,"tweetType":1,"viewCount":2000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162466846,"gmtCreate":1624071826885,"gmtModify":1631888613007,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162466846","repostId":"1161408410","repostType":4,"isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122916106,"gmtCreate":1624592455905,"gmtModify":1631888612929,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/122916106","repostId":"1152522341","repostType":4,"isVote":1,"tweetType":1,"viewCount":3432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169832665,"gmtCreate":1623826578657,"gmtModify":1631891577895,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169832665","repostId":"1105892749","repostType":4,"repost":{"id":"1105892749","kind":"news","pubTimestamp":1623809672,"share":"https://www.laohu8.com/m/news/1105892749?lang=zh_CN&edition=full","pubTime":"2021-06-16 10:14","market":"us","language":"en","title":"Tesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105892749","media":"Barrons","summary":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bu","content":"<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p><p><blockquote>特斯拉股票的疲软表现让看涨分析师最近感到失望。他们正在寻找催化剂，使股价摆脱最近的恐慌。</blockquote></p><p> Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p><p><blockquote>特斯拉股价（股票代码：TSLA）今年迄今已下跌约15%，较1月份52周高点900.40美元下跌约50%。从股票角度来看，特斯拉已经将领导权让给了传统汽车制造商：通用汽车(GM)和福特汽车(F)的股价今年迄今分别上涨了45%和70%。</blockquote></p><p> That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p><p><blockquote>这一表现让特斯拉多头感到困惑。摩根士丹利分析师亚当·乔纳斯(Adam Jonas)在周一晚间的一份报告中写道：“让我们从该股的起点开始，以健康的智力诚实开始。”他是特斯拉股票买入的牛市评级。他对该股的目标价为每股900美元，比近期水平高出近50%。他写道：“即使是多头也应该承认，2020年下半年股价的上涨虽然原则上也许是理所应当的，但却是在一个高度集中的时间框架内进行的。”</blockquote></p><p> Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p><p><blockquote>受强劲盈利、强劲交付以及该股被纳入标准普尔500指数的提振，特斯拉股价在2020年下半年上涨了227%。</blockquote></p><p> “The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p><p><blockquote>乔纳斯补充道：“该股五年的大部分表现都集中在大约五个月内。”他说，他的客户现在正在寻找下一个可以推动股票再次上涨的大事件。他的想法包括在德克萨斯州和德国扩大产能。此后，他预测从现在到本世纪中期，特斯拉将再开设五家工厂。</blockquote></p><p> Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p><p><blockquote>Jonas还希望特斯拉推出另一款新车型。据他估计，特斯拉的Y、X、3和S车型仅占汽车行业总潜在市场的15%左右。模型扩展将是积极的。尽管该公司将于2021年晚些时候交付其Cybertruck，但这并不是近期的事情。</blockquote></p><p> Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p><p><blockquote>Canaccord分析师Jonathan Dorsheimer正在另一个领域寻找催化剂：住宅太阳能。他看好的部分原因是“特斯拉正在创建一个能源品牌和一个苹果式的产品生态系统，具有以客户为中心的连接，将汽车、太阳能和备用电源无缝结合，”他在周日发布的一份报告中写道。</blockquote></p><p> Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p><p><blockquote>多斯海默很乐观，但最近感觉有点沮丧。他仍将该股评级为买入，但在报告中将目标价从974美元下调至812美元。除此之外，他对电池延迟感到失望。特斯拉正计划使用更大的电池，以保证更好的续航里程、充电时间和成本。那些电池还没有上市。</blockquote></p><p> Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p><p><blockquote>再往前看，高盛分析师Mark Delaney上周观看了特斯拉Model S Plaid交付活动。格子可以在不到两秒钟的时间内从零加速到60英里/小时。德莱尼对这项技术印象深刻，但指出售价约13万美元的Plaid是一款小众汽车。他希望2021年的交付量能够超出预期。德莱尼将在2021年为特斯拉设计875,000辆汽车。华尔街的共识数字更接近82.5万。</blockquote></p><p> Delaney rates shares Buy and has an $860 price target.</p><p><blockquote>德莱尼将股票评级为买入，目标价为860美元。</blockquote></p><p> New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p><p><blockquote>新产量的增加、强劲的交付量和不断增长的太阳能业务是这三家公司未来几个月将关注的焦点。如果一切顺利，只要同时没有坏消息，这些催化剂应该足以推动特斯拉股价走高。</blockquote></p><p> Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p><p><blockquote>特斯拉股价周二下跌3%，至599.36美元，本周小幅下跌。</blockquote></p><p></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 Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Bulls Look for Stock Catalysts. They Found Three.<blockquote>特斯拉多头寻找股票催化剂。他们找到了三个。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-16 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.</p><p><blockquote>特斯拉股票的疲软表现让看涨分析师最近感到失望。他们正在寻找催化剂，使股价摆脱最近的恐慌。</blockquote></p><p> Tesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.</p><p><blockquote>特斯拉股价（股票代码：TSLA）今年迄今已下跌约15%，较1月份52周高点900.40美元下跌约50%。从股票角度来看，特斯拉已经将领导权让给了传统汽车制造商：通用汽车(GM)和福特汽车(F)的股价今年迄今分别上涨了45%和70%。</blockquote></p><p> That performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a&nbsp;highly concentrated&nbsp;time frame,” he writes.</p><p><blockquote>这一表现让特斯拉多头感到困惑。摩根士丹利分析师亚当·乔纳斯(Adam Jonas)在周一晚间的一份报告中写道：“让我们从该股的起点开始，以健康的智力诚实开始。”他是特斯拉股票买入的牛市评级。他对该股的目标价为每股900美元，比近期水平高出近50%。他写道：“即使是多头也应该承认，2020年下半年股价的上涨虽然原则上也许是理所应当的，但却是在一个高度集中的时间框架内进行的。”</blockquote></p><p> Tesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the&nbsp;S&amp;P 500.</p><p><blockquote>受强劲盈利、强劲交付以及该股被纳入标准普尔500指数的提振，特斯拉股价在2020年下半年上涨了227%。</blockquote></p><p> “The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.</p><p><blockquote>乔纳斯补充道：“该股五年的大部分表现都集中在大约五个月内。”他说，他的客户现在正在寻找下一个可以推动股票再次上涨的大事件。他的想法包括在德克萨斯州和德国扩大产能。此后，他预测从现在到本世纪中期，特斯拉将再开设五家工厂。</blockquote></p><p> Jonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.</p><p><blockquote>Jonas还希望特斯拉推出另一款新车型。据他估计，特斯拉的Y、X、3和S车型仅占汽车行业总潜在市场的15%左右。模型扩展将是积极的。尽管该公司将于2021年晚些时候交付其Cybertruck，但这并不是近期的事情。</blockquote></p><p> Canaccord analyst&nbsp;Jonathan Dorsheimer&nbsp;is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.</p><p><blockquote>Canaccord分析师Jonathan Dorsheimer正在另一个领域寻找催化剂：住宅太阳能。他看好的部分原因是“特斯拉正在创建一个能源品牌和一个苹果式的产品生态系统，具有以客户为中心的连接，将汽车、太阳能和备用电源无缝结合，”他在周日发布的一份报告中写道。</blockquote></p><p> Dorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his&nbsp;price target&nbsp;to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.</p><p><blockquote>多斯海默很乐观，但最近感觉有点沮丧。他仍将该股评级为买入，但在报告中将目标价从974美元下调至812美元。除此之外，他对电池延迟感到失望。特斯拉正计划使用更大的电池，以保证更好的续航里程、充电时间和成本。那些电池还没有上市。</blockquote></p><p> Looking a little further back, Goldman Sachs analyst&nbsp;Mark Delaney&nbsp;was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.</p><p><blockquote>再往前看，高盛分析师Mark Delaney上周观看了特斯拉Model S Plaid交付活动。格子可以在不到两秒钟的时间内从零加速到60英里/小时。德莱尼对这项技术印象深刻，但指出售价约13万美元的Plaid是一款小众汽车。他希望2021年的交付量能够超出预期。德莱尼将在2021年为特斯拉设计875,000辆汽车。华尔街的共识数字更接近82.5万。</blockquote></p><p> Delaney rates shares Buy and has an $860 price target.</p><p><blockquote>德莱尼将股票评级为买入，目标价为860美元。</blockquote></p><p> New production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.</p><p><blockquote>新产量的增加、强劲的交付量和不断增长的太阳能业务是这三家公司未来几个月将关注的焦点。如果一切顺利，只要同时没有坏消息，这些催化剂应该足以推动特斯拉股价走高。</blockquote></p><p> Tesla stock was down 3%&nbsp;to $599.36&nbsp;on&nbsp;Tuesday, and down slightly for the week.</p><p><blockquote>特斯拉股价周二下跌3%，至599.36美元，本周小幅下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bulls-look-for-stock-catalysts-they-found-three-51623774479?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105892749","content_text":"Weak performance from Tesla stock has bullish analysts feeling disappointed these days. They are looking for catalysts to break shares out of their recent funk.\nTesla stock (ticker: TSLA) is down about 15% year to date and off about 50% from its January 52-week high of $900.40. Tesla has ceded leadership—from a stock perspective—back to traditional auto makers: General Motors (GM) and Ford Motor (F) shares are up 45% and 70% year to date, respectively.\nThat performance is flummoxing Tesla bulls. “Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,” writes Morgan Stanley analyst Adam Jonas in a Monday evening report. He is a Tesla bull rating shares Buy. His price target for the stock is $900 a share, almost 50% higher than recent levels. “Even bulls should admit that the rise in the stock price during the second half of 2020, while perhaps deserved in principle, was packed into a highly concentrated time frame,” he writes.\nTesla shares rose 227% in the second half of 2020, buoyed by strong earnings, strong deliveries, and the stock’s inclusion in the S&P 500.\n“The stock had the better part of five years-worth of performance packed into about five month,” Jonas adds. He says his clients are now looking for the next big thing that can drive the stock forward again. His ideas include capacity expansion in Texas and Germany. After that, he predicts Tesla will open up five more plants between now and the middle of this decade.\nJonas is also looking for Tesla to unveil another new vehicle model. By his estimation, Tesla covers only about 15% of the total addressable market for the auto industry with its Y, X, 3, and S models. Model expansion will be a positive. That isn’t on the near-term horizon, though the company is due to deliver its Cybertruck later in 2021.\nCanaccord analyst Jonathan Dorsheimer is looking in a different area for a catalyst: residential solar power. Part of the reason he is bullish is that “Tesla is creating an energy brand and an Apple-esque ecosystem of products with customer focused connectivity, seamlessly marrying car, solar, and back-up power,” he wrote in a report released Sunday.\nDorsheimer is bullish, but feeling a little down lately. He still rates the stock Buy, but he cut his price target to $812 from $974 in his report. Among other things, he is disappointed by battery delays. Tesla is planning to use larger battery cells that promise better range, charge time, and costs. Those batteries aren’t available yet.\nLooking a little further back, Goldman Sachs analyst Mark Delaney was watching Tesla’s Model S Plaid delivery event last week. The Plaid can go zero to 60 miles per hour in less than two seconds. Delaney was impressed by the technology, but pointed out the Plaid, at roughly $130,000, is a niche vehicle. He is looking for 2021 deliveries to exceed expectations. Delaney is modeling 875,000 vehicles for Tesla in 2021. The Wall Street consensus number is closer to 825,000.\nDelaney rates shares Buy and has an $860 price target.\nNew production ramping up, strong deliveries, and a growing solar business is what these three will watch for in coming months. If all goes well, those catalysts should be enough to drive Tesla stock higher, as long as there is no bad news in the meantime.\nTesla stock was down 3% to $599.36 on Tuesday, and down slightly for the week.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169894726,"gmtCreate":1623826181765,"gmtModify":1631891577899,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169894726","repostId":"1182315358","repostType":4,"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167780861,"gmtCreate":1624284764853,"gmtModify":1631888612981,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167780861","repostId":"1167597265","repostType":4,"repost":{"id":"1167597265","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":1624279909,"share":"https://www.laohu8.com/m/news/1167597265?lang=zh_CN&edition=full","pubTime":"2021-06-21 20:51","market":"us","language":"en","title":"Why Torchlight Stock Is Blazing Higher Today<blockquote>为什么Torchlight股票今天飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167597265","media":"Benzinga","summary":"Torchlight Energy Resources Inc TRCH is trading significantly higher Monday morning after the compan","content":"<p><b>T</b><b>orchlight Energy Resources Inc</b>&nbsp;TRCH&nbsp;is trading significantly higher Monday morning after the company provided an update on its proposed business combination with<b>Metamaterial Inc</b>MMATF.</p><p><blockquote><b>T</b><b>奥奇莱特能源资源公司</b>TRCH周一上午股价大幅走高，此前该公司提供了与<b>超材料公司</b>MMATF.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/902076d62a21d2e1a3034b6d6aafb359\" tg-width=\"719\" tg-height=\"495\"></p><p><blockquote></blockquote></p><p> <b>What Happened:</b>&nbsp;The two companies announced an agreement&nbsp;to&nbsp;extend the date by which Torchlight and Metamaterial must close their business combination transaction to June 30.</p><p><blockquote><b>发生了什么：</b>两家公司宣布达成协议，将Torchlight和Metamaterial必须完成业务合并交易的日期延长至6月30日。</blockquote></p><p> The extension provides&nbsp;time for the&nbsp;record and&nbsp;payment dates of the special stock dividend to occur.&nbsp;The payment date for the special stock dividend will be June 25.</p><p><blockquote>延期为特别股票股息的记录日期和支付日期提供了时间。特别股票股息的支付日期为6月25日。</blockquote></p><p> <b>Price Action:</b>&nbsp;Torchlight has traded as low as 21 cents over a 52-week period. The oil and gas exploration company&nbsp;is making a new 52-week high in premarket trading today.</p><p><blockquote><b>价格走势：</b>Torchlight在52周内的交易价格低至21美分。这家石油和天然气勘探公司今天在盘前交易中创下52周新高。</blockquote></p><p> At last check Monday, the stock was up 39.40% at $8.74.</p><p><blockquote>截至周一最后一次检查，该股上涨39.40%，至8.74美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Torchlight Stock Is Blazing Higher Today<blockquote>为什么Torchlight股票今天飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Torchlight Stock Is Blazing Higher Today<blockquote>为什么Torchlight股票今天飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2021-06-21 20:51</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>T</b><b>orchlight Energy Resources Inc</b>&nbsp;TRCH&nbsp;is trading significantly higher Monday morning after the company provided an update on its proposed business combination with<b>Metamaterial Inc</b>MMATF.</p><p><blockquote><b>T</b><b>奥奇莱特能源资源公司</b>TRCH周一上午股价大幅走高，此前该公司提供了与<b>超材料公司</b>MMATF.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/902076d62a21d2e1a3034b6d6aafb359\" tg-width=\"719\" tg-height=\"495\"></p><p><blockquote></blockquote></p><p> <b>What Happened:</b>&nbsp;The two companies announced an agreement&nbsp;to&nbsp;extend the date by which Torchlight and Metamaterial must close their business combination transaction to June 30.</p><p><blockquote><b>发生了什么：</b>两家公司宣布达成协议，将Torchlight和Metamaterial必须完成业务合并交易的日期延长至6月30日。</blockquote></p><p> The extension provides&nbsp;time for the&nbsp;record and&nbsp;payment dates of the special stock dividend to occur.&nbsp;The payment date for the special stock dividend will be June 25.</p><p><blockquote>延期为特别股票股息的记录日期和支付日期提供了时间。特别股票股息的支付日期为6月25日。</blockquote></p><p> <b>Price Action:</b>&nbsp;Torchlight has traded as low as 21 cents over a 52-week period. The oil and gas exploration company&nbsp;is making a new 52-week high in premarket trading today.</p><p><blockquote><b>价格走势：</b>Torchlight在52周内的交易价格低至21美分。这家石油和天然气勘探公司今天在盘前交易中创下52周新高。</blockquote></p><p> At last check Monday, the stock was up 39.40% at $8.74.</p><p><blockquote>截至周一最后一次检查，该股上涨39.40%，至8.74美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMAT":"Meta Materials Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167597265","content_text":"Torchlight Energy Resources Inc TRCH is trading significantly higher Monday morning after the company provided an update on its proposed business combination withMetamaterial IncMMATF.\n\nWhat Happened: The two companies announced an agreement to extend the date by which Torchlight and Metamaterial must close their business combination transaction to June 30.\nThe extension provides time for the record and payment dates of the special stock dividend to occur. The payment date for the special stock dividend will be June 25.\nPrice Action: Torchlight has traded as low as 21 cents over a 52-week period. The oil and gas exploration company is making a new 52-week high in premarket trading today.\nAt last check Monday, the stock was up 39.40% at $8.74.","news_type":1,"symbols_score_info":{"MMAT":0.9,"TRCH":0.9}},"isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166485235,"gmtCreate":1624022798027,"gmtModify":1631888613015,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"Like and comment [Smile]&nbsp;","listText":"Like and comment [Smile]&nbsp;","text":"Like and comment [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166485235","repostId":"2144779308","repostType":4,"isVote":1,"tweetType":1,"viewCount":3051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169639923,"gmtCreate":1623831861862,"gmtModify":1631891577890,"author":{"id":"3584092741735483","authorId":"3584092741735483","name":"Watercloset","avatar":"https://static.tigerbbs.com/1d1d0d3c3e687a60e8491fa5601ea354","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584092741735483","authorIdStr":"3584092741735483"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169639923","repostId":"1178629454","repostType":4,"repost":{"id":"1178629454","kind":"news","pubTimestamp":1623801608,"share":"https://www.laohu8.com/m/news/1178629454?lang=zh_CN&edition=full","pubTime":"2021-06-16 08:00","market":"us","language":"en","title":"Why a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178629454","media":"Barrons","summary":"Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may ta","content":"<p>Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may taper its crisis-era asset purchases. Investors are warily watching the Federal Reserve’s policy meeting this week and bracing for another painful “taper tantrum” in emerging markets that led to painful losses . But it may not be as bad this time.</p><p><blockquote>2013年，当美联储暗示可能缩减危机时期的资产购买时，新兴市场大发雷霆。投资者正在警惕地关注美联储本周的政策会议，并准备迎接新兴市场另一场导致痛苦损失的痛苦“缩减恐慌”。但这次可能没那么糟糕。</blockquote></p><p> Fund managers cited a taper tantrum as the second-biggest risk after inflation in a recent survey by Bank of America. Emerging markets felt the brunt of the last taper tantrum, with the MSCI Emerging Markets index falling roughly 10% in four months as investors yanked money out as higher yields in the U.S. offered them alternatives in 2013. That added pressure to emerging market countries, exacerbating precarious fiscal positions in countries reliant on foreign funding.</p><p><blockquote>在美国银行最近的一项调查中，基金经理将缩减恐慌列为仅次于通胀的第二大风险。新兴市场在上一次缩减恐慌中首当其冲，摩根士丹利资本国际新兴市场指数在四个月内下跌了约10%，因为2013年美国收益率上升为他们提供了替代方案，投资者纷纷撤资。这增加了新兴市场国家的压力，加剧了依赖外国资金的国家岌岌可危的财政状况。</blockquote></p><p> Many emerging market countries have better fiscal positions and stronger reserves to deal this time to deal with the fallout from another Fed taper. Increased demand for commodities should also help insulate non-Asian markets from disruptive outflows, giving policy makers more room to maneuver, according to Gavkeal Research analysts Udith Sikand and Vincent Tsui.</p><p><blockquote>许多新兴市场国家有更好的财政状况和更强大的储备来应对这一次美联储再次缩减的影响。Gavkeal Research分析师Udith Sikand和Vincent Tsui表示，大宗商品需求的增加也应有助于使非亚洲市场免受破坏性资金外流的影响，从而为政策制定者提供更多的回旋余地。</blockquote></p><p> The duo expects a less extreme reaction in emerging markets, writing in a note this month that the Fed may also be more attuned to the fragility of the global backdrop and careful to avoid sparking a panic.</p><p><blockquote>两人预计新兴市场的反应不会那么极端，他们在本月的一份报告中写道，美联储也可能更加适应全球背景的脆弱性，并小心避免引发恐慌。</blockquote></p><p> Plus, U.S. real yields are already inching up, which could mean any further rise in yields on the back of a Fed tapering could be smaller. As a result, the analysts think several emerging markets could be less vulnerable this time around and even outperform.</p><p><blockquote>此外，美国实际收益率已经在小幅上升，这可能意味着美联储缩减规模后收益率的进一步上升可能会更小。因此，分析师认为，这一次几个新兴市场可能不那么脆弱，甚至跑赢大盘。</blockquote></p><p> Of course, if a Fed taper triggers the type of outflows seen last time from emerging markets—roughly $30 billion—there will be few places to hide. The growth outlook for emerging markets, especially outside of India and China, is also less exciting and many countries will likely be grappling with higher levels of debt post-Covid. And the most fiscally fragile could still be vulnerable (think Turkey and South Africa).</p><p><blockquote>当然，如果美联储缩减规模引发上次新兴市场的资金外流——大约300亿美元——将无处可藏。新兴市场（尤其是印度和中国以外的市场）的增长前景也不那么令人兴奋，许多国家可能会在新冠疫情后努力应对更高水平的债务。财政最脆弱的国家可能仍然很脆弱（想想土耳其和南非）。</blockquote></p><p> But some money managers see pockets of opportunity in emerging markets. While 2013 is still fresh in the minds of emerging market investors, not all instances of Fed tightening have created such painful periods. Between 2004 to 2006, the MSCI Emerging Markets index returned more than 80% as the Federal Reserve raised the fed-funds rate by 4.25 percentage points, analysts at RockCreek wrote in a note to clients this week. A strong economic recovery led to the tightening in 2004—a period where emerging markets also saw the benefits of a strong commodities market. The RockCreek team highlighted similarities to that period: Commodities are&nbsp;booming again&nbsp;and the U.S. is in the throes of an economic recovery.</p><p><blockquote>但一些基金经理在新兴市场看到了一些机会。尽管新兴市场投资者对2013年记忆犹新，但并非所有美联储紧缩政策都造成了如此痛苦的时期。RockCreek分析师本周在给客户的一份报告中写道，2004年至2006年间，随着美联储将联邦基金利率提高4.25个百分点，MSCI新兴市场指数的回报率超过80%。强劲的经济复苏导致了2004年的紧缩——在此期间，新兴市场也看到了强劲的大宗商品市场的好处。RockCreek团队强调了与那个时期的相似之处：大宗商品再次繁荣，而美国正处于经济复苏的阵痛中。</blockquote></p><p> Picking the right spots in emerging markets will be important, as some countries are better-positioned for stronger commodity demand and to withstand volatility from a Fed taper. Others, like China are still&nbsp;grappling with country-specific issues,like antimonopoly measures that loom over not just the e-commerce and internet sectors but also education.</p><p><blockquote>在新兴市场选择正确的地点非常重要，因为一些国家更有能力应对更强劲的大宗商品需求，并抵御美联储缩减规模带来的波动。其他国家，如中国，仍在努力解决特定国家的问题，如不仅笼罩着电子商务和互联网行业，还笼罩着教育领域的反垄断措施。</blockquote></p><p> Oxford Economics strategists favor commodity-oriented beneficiaries in emerging markets in Brazil, for example, where valuations are less stretched than in “new-economy” areas of the market like Chinese technology stocks.</p><p><blockquote>例如，牛津经济研究院的策略师看好巴西新兴市场中以大宗商品为导向的受益者，这些市场的估值没有中国科技股等“新经济”领域那么紧张。</blockquote></p><p> Some emerging markets managers are also looking to banks in&nbsp;countries like Brazil&nbsp;as a way to benefit from the commodities boom and broader recovery. Gavekal also recommends overweight emerging-market stocks with a preference for non-Asian commodity exporters, as well as countries with weaker currencies like Brazil and&nbsp;Mexico.</p><p><blockquote>一些新兴市场经理也将目光投向巴西等国的银行，以此从大宗商品繁荣和更广泛的复苏中获益。Gavekal还推荐跑赢大盘新兴市场股票，优先考虑非亚洲大宗商品出口国，以及巴西和墨西哥等货币疲软的国家。</blockquote></p><p> The&nbsp;iShares MSCI Brazilexchange-traded fund (EWZ) is up 26% over the last three months; the&nbsp;iShares MSCI Mexico&nbsp;ETF (EWW) is up nearly 13% while the China-heavy&nbsp;iShares MSCI Emerging Markets&nbsp;index (EEM) is up just 4% over that period.</p><p><blockquote>iShares MSCI巴西交易所交易基金(EWZ)过去三个月上涨了26%；iShares MSCI墨西哥ETF(EWW)上涨近13%，而以中国为主的iShares MSCI新兴市场指数(EEM)同期仅上涨4%。</blockquote></p><p></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>Why a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a Hawkish Fed Might Not Spook Emerging Markets<blockquote>为什么鹰派美联储可能不会吓到新兴市场</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-16 08:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may taper its crisis-era asset purchases. Investors are warily watching the Federal Reserve’s policy meeting this week and bracing for another painful “taper tantrum” in emerging markets that led to painful losses . But it may not be as bad this time.</p><p><blockquote>2013年，当美联储暗示可能缩减危机时期的资产购买时，新兴市场大发雷霆。投资者正在警惕地关注美联储本周的政策会议，并准备迎接新兴市场另一场导致痛苦损失的痛苦“缩减恐慌”。但这次可能没那么糟糕。</blockquote></p><p> Fund managers cited a taper tantrum as the second-biggest risk after inflation in a recent survey by Bank of America. Emerging markets felt the brunt of the last taper tantrum, with the MSCI Emerging Markets index falling roughly 10% in four months as investors yanked money out as higher yields in the U.S. offered them alternatives in 2013. That added pressure to emerging market countries, exacerbating precarious fiscal positions in countries reliant on foreign funding.</p><p><blockquote>在美国银行最近的一项调查中，基金经理将缩减恐慌列为仅次于通胀的第二大风险。新兴市场在上一次缩减恐慌中首当其冲，摩根士丹利资本国际新兴市场指数在四个月内下跌了约10%，因为2013年美国收益率上升为他们提供了替代方案，投资者纷纷撤资。这增加了新兴市场国家的压力，加剧了依赖外国资金的国家岌岌可危的财政状况。</blockquote></p><p> Many emerging market countries have better fiscal positions and stronger reserves to deal this time to deal with the fallout from another Fed taper. Increased demand for commodities should also help insulate non-Asian markets from disruptive outflows, giving policy makers more room to maneuver, according to Gavkeal Research analysts Udith Sikand and Vincent Tsui.</p><p><blockquote>许多新兴市场国家有更好的财政状况和更强大的储备来应对这一次美联储再次缩减的影响。Gavkeal Research分析师Udith Sikand和Vincent Tsui表示，大宗商品需求的增加也应有助于使非亚洲市场免受破坏性资金外流的影响，从而为政策制定者提供更多的回旋余地。</blockquote></p><p> The duo expects a less extreme reaction in emerging markets, writing in a note this month that the Fed may also be more attuned to the fragility of the global backdrop and careful to avoid sparking a panic.</p><p><blockquote>两人预计新兴市场的反应不会那么极端，他们在本月的一份报告中写道，美联储也可能更加适应全球背景的脆弱性，并小心避免引发恐慌。</blockquote></p><p> Plus, U.S. real yields are already inching up, which could mean any further rise in yields on the back of a Fed tapering could be smaller. As a result, the analysts think several emerging markets could be less vulnerable this time around and even outperform.</p><p><blockquote>此外，美国实际收益率已经在小幅上升，这可能意味着美联储缩减规模后收益率的进一步上升可能会更小。因此，分析师认为，这一次几个新兴市场可能不那么脆弱，甚至跑赢大盘。</blockquote></p><p> Of course, if a Fed taper triggers the type of outflows seen last time from emerging markets—roughly $30 billion—there will be few places to hide. The growth outlook for emerging markets, especially outside of India and China, is also less exciting and many countries will likely be grappling with higher levels of debt post-Covid. And the most fiscally fragile could still be vulnerable (think Turkey and South Africa).</p><p><blockquote>当然，如果美联储缩减规模引发上次新兴市场的资金外流——大约300亿美元——将无处可藏。新兴市场（尤其是印度和中国以外的市场）的增长前景也不那么令人兴奋，许多国家可能会在新冠疫情后努力应对更高水平的债务。财政最脆弱的国家可能仍然很脆弱（想想土耳其和南非）。</blockquote></p><p> But some money managers see pockets of opportunity in emerging markets. While 2013 is still fresh in the minds of emerging market investors, not all instances of Fed tightening have created such painful periods. Between 2004 to 2006, the MSCI Emerging Markets index returned more than 80% as the Federal Reserve raised the fed-funds rate by 4.25 percentage points, analysts at RockCreek wrote in a note to clients this week. A strong economic recovery led to the tightening in 2004—a period where emerging markets also saw the benefits of a strong commodities market. The RockCreek team highlighted similarities to that period: Commodities are&nbsp;booming again&nbsp;and the U.S. is in the throes of an economic recovery.</p><p><blockquote>但一些基金经理在新兴市场看到了一些机会。尽管新兴市场投资者对2013年记忆犹新，但并非所有美联储紧缩政策都造成了如此痛苦的时期。RockCreek分析师本周在给客户的一份报告中写道，2004年至2006年间，随着美联储将联邦基金利率提高4.25个百分点，MSCI新兴市场指数的回报率超过80%。强劲的经济复苏导致了2004年的紧缩——在此期间，新兴市场也看到了强劲的大宗商品市场的好处。RockCreek团队强调了与那个时期的相似之处：大宗商品再次繁荣，而美国正处于经济复苏的阵痛中。</blockquote></p><p> Picking the right spots in emerging markets will be important, as some countries are better-positioned for stronger commodity demand and to withstand volatility from a Fed taper. Others, like China are still&nbsp;grappling with country-specific issues,like antimonopoly measures that loom over not just the e-commerce and internet sectors but also education.</p><p><blockquote>在新兴市场选择正确的地点非常重要，因为一些国家更有能力应对更强劲的大宗商品需求，并抵御美联储缩减规模带来的波动。其他国家，如中国，仍在努力解决特定国家的问题，如不仅笼罩着电子商务和互联网行业，还笼罩着教育领域的反垄断措施。</blockquote></p><p> Oxford Economics strategists favor commodity-oriented beneficiaries in emerging markets in Brazil, for example, where valuations are less stretched than in “new-economy” areas of the market like Chinese technology stocks.</p><p><blockquote>例如，牛津经济研究院的策略师看好巴西新兴市场中以大宗商品为导向的受益者，这些市场的估值没有中国科技股等“新经济”领域那么紧张。</blockquote></p><p> Some emerging markets managers are also looking to banks in&nbsp;countries like Brazil&nbsp;as a way to benefit from the commodities boom and broader recovery. Gavekal also recommends overweight emerging-market stocks with a preference for non-Asian commodity exporters, as well as countries with weaker currencies like Brazil and&nbsp;Mexico.</p><p><blockquote>一些新兴市场经理也将目光投向巴西等国的银行，以此从大宗商品繁荣和更广泛的复苏中获益。Gavekal还推荐跑赢大盘新兴市场股票，优先考虑非亚洲大宗商品出口国，以及巴西和墨西哥等货币疲软的国家。</blockquote></p><p> The&nbsp;iShares MSCI Brazilexchange-traded fund (EWZ) is up 26% over the last three months; the&nbsp;iShares MSCI Mexico&nbsp;ETF (EWW) is up nearly 13% while the China-heavy&nbsp;iShares MSCI Emerging Markets&nbsp;index (EEM) is up just 4% over that period.</p><p><blockquote>iShares MSCI巴西交易所交易基金(EWZ)过去三个月上涨了26%；iShares MSCI墨西哥ETF(EWW)上涨近13%，而以中国为主的iShares MSCI新兴市场指数(EEM)同期仅上涨4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/taper-tantrum-why-emerging-markets-may-keep-their-cool-51623796608?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/taper-tantrum-why-emerging-markets-may-keep-their-cool-51623796608?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178629454","content_text":"Emerging markets threw a toddler-worthy tantrum in 2013 when the Federal Reserve suggested it may taper its crisis-era asset purchases. Investors are warily watching the Federal Reserve’s policy meeting this week and bracing for another painful “taper tantrum” in emerging markets that led to painful losses . But it may not be as bad this time.\nFund managers cited a taper tantrum as the second-biggest risk after inflation in a recent survey by Bank of America. Emerging markets felt the brunt of the last taper tantrum, with the MSCI Emerging Markets index falling roughly 10% in four months as investors yanked money out as higher yields in the U.S. offered them alternatives in 2013. That added pressure to emerging market countries, exacerbating precarious fiscal positions in countries reliant on foreign funding.\nMany emerging market countries have better fiscal positions and stronger reserves to deal this time to deal with the fallout from another Fed taper. Increased demand for commodities should also help insulate non-Asian markets from disruptive outflows, giving policy makers more room to maneuver, according to Gavkeal Research analysts Udith Sikand and Vincent Tsui.\nThe duo expects a less extreme reaction in emerging markets, writing in a note this month that the Fed may also be more attuned to the fragility of the global backdrop and careful to avoid sparking a panic.\nPlus, U.S. real yields are already inching up, which could mean any further rise in yields on the back of a Fed tapering could be smaller. As a result, the analysts think several emerging markets could be less vulnerable this time around and even outperform.\nOf course, if a Fed taper triggers the type of outflows seen last time from emerging markets—roughly $30 billion—there will be few places to hide. The growth outlook for emerging markets, especially outside of India and China, is also less exciting and many countries will likely be grappling with higher levels of debt post-Covid. And the most fiscally fragile could still be vulnerable (think Turkey and South Africa).\nBut some money managers see pockets of opportunity in emerging markets. While 2013 is still fresh in the minds of emerging market investors, not all instances of Fed tightening have created such painful periods. Between 2004 to 2006, the MSCI Emerging Markets index returned more than 80% as the Federal Reserve raised the fed-funds rate by 4.25 percentage points, analysts at RockCreek wrote in a note to clients this week. A strong economic recovery led to the tightening in 2004—a period where emerging markets also saw the benefits of a strong commodities market. The RockCreek team highlighted similarities to that period: Commodities are booming again and the U.S. is in the throes of an economic recovery.\nPicking the right spots in emerging markets will be important, as some countries are better-positioned for stronger commodity demand and to withstand volatility from a Fed taper. Others, like China are still grappling with country-specific issues,like antimonopoly measures that loom over not just the e-commerce and internet sectors but also education.\nOxford Economics strategists favor commodity-oriented beneficiaries in emerging markets in Brazil, for example, where valuations are less stretched than in “new-economy” areas of the market like Chinese technology stocks.\nSome emerging markets managers are also looking to banks in countries like Brazil as a way to benefit from the commodities boom and broader recovery. Gavekal also recommends overweight emerging-market stocks with a preference for non-Asian commodity exporters, as well as countries with weaker currencies like Brazil and Mexico.\nThe iShares MSCI Brazilexchange-traded fund (EWZ) is up 26% over the last three months; the iShares MSCI Mexico ETF (EWW) is up nearly 13% while the China-heavy iShares MSCI Emerging Markets index (EEM) is up just 4% over that period.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}