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- s3nGzs3nGz
  ·2021-06-12
  Bfgghg
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- s3nGzs3nGz
  ·2021-06-12
  Hi
  非常抱歉，此主贴已删除
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- s3nGzs3nGz
  ·2021-06-11
  I want to win money
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- s3nGzs3nGz
  ·2021-06-11
  Hdjdjdjdjdjsjsjsjjsjsjs
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- s3nGzs3nGz
  ·2021-06-11
  Hi
  How Much Longer Will Alibaba Stay Cheap?
  Summary Down over the past year, shares of Alibaba have not participated with the general rally in
  How Much Longer Will Alibaba Stay Cheap?
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- s3nGzs3nGz
  ·2021-06-11
  Great
  Inflation Rate Climb Adds Impetus to Fed Policy Shift
  Central bankers are set to begin talking about easing bond purchases as soaring prices test patience
  Inflation Rate Climb Adds Impetus to Fed Policy Shift
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- s3nGzs3nGz
  ·2021-04-30
  Vcf
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- s3nGzs3nGz
  ·2021-04-30
  Wow
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- s3nGzs3nGz
  ·2021-04-30
  Nice
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- s3nGzs3nGz
  ·2021-04-30
  Dfgggff
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17:20","market":"us","language":"en","title":"How Much Longer Will Alibaba Stay Cheap?","url":"https://stock-news.laohu8.com/highlight/detail?id=1180091968","media":"Seekingalpha","summary":"Summary\n\nDown over the past year, shares of Alibaba have not participated with the general rally in ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Down over the past year, shares of Alibaba have not participated with the general rally in the markets.</li>\n <li>Alibaba is a strong business with accelerating free cash flow generation and a clean balance sheet. The company has deep pockets to continue growing.</li>\n <li>The valuation that shares trade at is compressed, but seems poised to rebound. Fundamentals eventually steer the share price.</li>\n</ul>\n<p>E-commerce has been a powerful investing theme throughout the pandemic. While many stocks that sell over the internet have been thriving, Chinese conglomerate Alibaba Group Holding Limited (BABA) has been a notable laggard. Shares of Alibaba are in the red over the past year, while the S&amp;P 500 has ripped higher, gaining 32%.</p>\n<p>Alibaba has been caught in some controversy surrounding thefailed IPOof Ant Group and its founderJack Ma. While the market has focused on these distractions, the actual underlying business of Alibaba is performing at a high level. With strong fundamentals and rapidly growing free cash flow, it's only a matter of time before the market begins to focus on what matters...the business. We will outline our investment thesis below.</p>\n<p><b>Free Cash Flow Growth Is Stellar</b></p>\n<p>Alibaba is a frequently covered business on Seeking Alpha, so I won't rehash the basics about the business or dive into the political controversy that has plagued the stock. Instead, I want to focus on the financial inflection point that Alibaba has recently hit.</p>\n<p>The company ended its fiscal year at the end of March. What we see is a diversified business with several growing segments that align with macroeconomic trends.</p>\n<p><img src=\"https://static.tigerbbs.com/862988aec2c33c72dc1786de483f952a\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\">source: Alibaba Group Holding Limited</p>\n<p>The largest revenue contributor, of course, is the company's retail operations. While its commerce segment continues to narrate revenue growth (total core commerce grew 2020 revenues 42% versus company revenues growing 41%), some smaller segments are showing strong growth.</p>\n<p>For example, Alibaba's cloud computing operations grew 50% in 2020, and its new retail and direct sales businesses grew 94% year-over-year. What is most promising is that Alibaba is accelerating its free cash flow growth in recent years. The company's $26.35 billion in 2021 FCF is a 29% year-over-year jump from 2020. Alibaba grew FCF 25% from 2019 to 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/ba9d4b224eedbd99d8d22f0a2092b204\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\">source: Alibaba Holding Group Limited</p>\n<p>With $72 billion in cash on hand as of March 31st and the business generating more than $26 billion in free cash flow, Alibaba has deep pockets to develop its growing business segments and seek out opportunities to create new growth with M&amp;A or other developments.</p>\n<p><b>How Long Can Alibaba Stay \"Cheap\"?</b></p>\n<p>It's hard to understand just how beaten down Alibaba's stock is until you look at things from a free cash flow perspective. Alibaba is currently trading with an FCF yield approaching 6%. By comparison, the next highest FCF yield is Amazon (AMZN), with a yield of just 1.3%.</p>\n<p><img src=\"https://static.tigerbbs.com/3423f615c0dc856b040442e4ff17b78f\" tg-width=\"640\" tg-height=\"521\" referrerpolicy=\"no-referrer\">source: YCharts</p>\n<p>This is a tremendous discount to Alibaba's peer group, despite the company accelerating FCF growth and having a ton of cash on hand. And because Alibaba is a healthy and growing company, the stock is poised to become even more attractively valued.</p>\n<p><img src=\"https://static.tigerbbs.com/6d76517c900c76b94c5bd4aaf02ec91a\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\">source: Seeking Alpha</p>\n<p>The company is estimated to continue growing revenues at a swift clip, approaching $210 billion in annual revenue over the next three years. If we apply the company's 24% conversion rate of revenue to FCF, that will give us 2024 FCF of $50 billion. In other words, an FCF yield of 8.6% on today's share price. This is simply something you don't often see for a company's stock growing so rapidly at such an already large size.</p>\n<p>The stock is clearly being punished for some of the drama that Alibaba has faced over the past year and some of the current tension between the United States and China. This is a risk that investors need to keep in mind, as anything can happen, and Alibaba may become collateral damage of political conflict. However, if it becomes clear to the market that the outlook is promising, Alibaba could aggressively rerate. Even if Alibaba saw its FCF yield fall to around 3%, it would imply an upside in shares of 46%. This would put Alibaba at an enterprise value of more than $800 billion, but I believe those shoes the company could certainly fill.</p>\n<p><b>Wrapping Up</b></p>\n<p>Alibaba is a fantastic business that has been caught up in some political drama. Despite its size, the company is growing rapidly, is profitable, and generates tons of free cash flow. Investors cannot ignore the political risks, but the upside is tremendous for brave and patient investors.</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>How Much Longer Will Alibaba Stay Cheap?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Much Longer Will Alibaba Stay Cheap?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 17:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434229-how-much-longer-will-alibaba-stay-cheap><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDown over the past year, shares of Alibaba have not participated with the general rally in the markets.\nAlibaba is a strong business with accelerating free cash flow generation and a clean ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434229-how-much-longer-will-alibaba-stay-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4434229-how-much-longer-will-alibaba-stay-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180091968","content_text":"Summary\n\nDown over the past year, shares of Alibaba have not participated with the general rally in the markets.\nAlibaba is a strong business with accelerating free cash flow generation and a clean balance sheet. The company has deep pockets to continue growing.\nThe valuation that shares trade at is compressed, but seems poised to rebound. Fundamentals eventually steer the share price.\n\nE-commerce has been a powerful investing theme throughout the pandemic. While many stocks that sell over the internet have been thriving, Chinese conglomerate Alibaba Group Holding Limited (BABA) has been a notable laggard. Shares of Alibaba are in the red over the past year, while the S&P 500 has ripped higher, gaining 32%.\nAlibaba has been caught in some controversy surrounding thefailed IPOof Ant Group and its founderJack Ma. While the market has focused on these distractions, the actual underlying business of Alibaba is performing at a high level. With strong fundamentals and rapidly growing free cash flow, it's only a matter of time before the market begins to focus on what matters...the business. We will outline our investment thesis below.\nFree Cash Flow Growth Is Stellar\nAlibaba is a frequently covered business on Seeking Alpha, so I won't rehash the basics about the business or dive into the political controversy that has plagued the stock. Instead, I want to focus on the financial inflection point that Alibaba has recently hit.\nThe company ended its fiscal year at the end of March. What we see is a diversified business with several growing segments that align with macroeconomic trends.\nsource: Alibaba Group Holding Limited\nThe largest revenue contributor, of course, is the company's retail operations. While its commerce segment continues to narrate revenue growth (total core commerce grew 2020 revenues 42% versus company revenues growing 41%), some smaller segments are showing strong growth.\nFor example, Alibaba's cloud computing operations grew 50% in 2020, and its new retail and direct sales businesses grew 94% year-over-year. What is most promising is that Alibaba is accelerating its free cash flow growth in recent years. The company's $26.35 billion in 2021 FCF is a 29% year-over-year jump from 2020. Alibaba grew FCF 25% from 2019 to 2020.\nsource: Alibaba Holding Group Limited\nWith $72 billion in cash on hand as of March 31st and the business generating more than $26 billion in free cash flow, Alibaba has deep pockets to develop its growing business segments and seek out opportunities to create new growth with M&A or other developments.\nHow Long Can Alibaba Stay \"Cheap\"?\nIt's hard to understand just how beaten down Alibaba's stock is until you look at things from a free cash flow perspective. Alibaba is currently trading with an FCF yield approaching 6%. By comparison, the next highest FCF yield is Amazon (AMZN), with a yield of just 1.3%.\nsource: YCharts\nThis is a tremendous discount to Alibaba's peer group, despite the company accelerating FCF growth and having a ton of cash on hand. And because Alibaba is a healthy and growing company, the stock is poised to become even more attractively valued.\nsource: Seeking Alpha\nThe company is estimated to continue growing revenues at a swift clip, approaching $210 billion in annual revenue over the next three years. If we apply the company's 24% conversion rate of revenue to FCF, that will give us 2024 FCF of $50 billion. In other words, an FCF yield of 8.6% on today's share price. This is simply something you don't often see for a company's stock growing so rapidly at such an already large size.\nThe stock is clearly being punished for some of the drama that Alibaba has faced over the past year and some of the current tension between the United States and China. This is a risk that investors need to keep in mind, as anything can happen, and Alibaba may become collateral damage of political conflict. However, if it becomes clear to the market that the outlook is promising, Alibaba could aggressively rerate. Even if Alibaba saw its FCF yield fall to around 3%, it would imply an upside in shares of 46%. This would put Alibaba at an enterprise value of more than $800 billion, but I believe those shoes the company could certainly fill.\nWrapping Up\nAlibaba is a fantastic business that has been caught up in some political drama. Despite its size, the company is growing rapidly, is profitable, and generates tons of free cash flow. Investors cannot ignore the political risks, but the upside is tremendous for brave and patient investors.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181497789,"gmtCreate":1623405672941,"gmtModify":1634033680478,"author":{"id":"3571036752907389","authorId":"3571036752907389","name":"s3nGz","avatar":"https://static.tigerbbs.com/c929cbe961a8fd811e48f9d875c5796c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571036752907389","authorIdStr":"3571036752907389"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/181497789","repostId":"1114956060","repostType":4,"repost":{"id":"1114956060","kind":"news","pubTimestamp":1623403683,"share":"https://www.laohu8.com/m/news/1114956060?lang=&edition=full","pubTime":"2021-06-11 17:28","market":"us","language":"en","title":"Inflation Rate Climb Adds Impetus to Fed Policy Shift","url":"https://stock-news.laohu8.com/highlight/detail?id=1114956060","media":"The Wall Street Journal","summary":"Central bankers are set to begin talking about easing bond purchases as soaring prices test patience","content":"<blockquote>\n Central bankers are set to begin talking about easing bond purchases as soaring prices test patience.\n</blockquote>\n<p>WASHINGTON—The recent inflation surge gives Federal Reserve officials further reason to begin discussing an eventual wind-down of their pandemic-driven easy-money policies at their meeting next week.</p>\n<p>A growing number of economists are becoming concerned that the Fed could fall behind the curve on inflation as it seeks to aid the labor market’s recovery. If that happened, the central bank would have to tighten policy more abruptly than economists and market participants currently anticipate, dealing a potential blow to the economy and fueling market volatility.</p>\n<p>“The intensity of the current inflation and the current bottlenecks in supply chains and labor markets is greater than I had anticipated,” said former Fed Vice Chairman Donald Kohn, adding that he still shares the central bank’s belief that the inflation pickup is temporary. “But it also could be that the underlying demand-supply balance will not correct as readily or as comfortably as the Fed and I had expected earlier. It’s got my inflation antenna quivering.”</p>\n<p><img src=\"https://static.tigerbbs.com/49af371440294f4e99311c66545c2930\" tg-width=\"333\" tg-height=\"417\">The first step in what is expected to be a gradual process of scaling back easy money would be to slow Fed purchases of mortgage and government bonds, something Fed Chairman Jerome Powell has said he’s not in a hurry to do.</p>\n<p>Consumerprices rose 5% in Mayfrom a year earlier, the Labor Department said Thursday. So-called core prices, which exclude volatile food and energy components, rose 3.8%, the largest annual jump since 1992. That followed strong price increases in April as well. The Fed seeks 2% inflation over the medium term, though it uses a different index as a gauge.</p>\n<p>Central bankers note that the recent increase in inflation has been powered by an unusual combination of supply bottlenecks and pent-up demand from consumers emerging from their homes—pressures that should ease on their own later this year.</p>\n<p>But Thursday’s data raise the stakes for the Fed as it begins to weigh pulling back on stimulative policies rolled out early in the pandemic.</p>\n<p>Since last year, the Fed has held its key overnight interest rate near zero and has been buying at least $120 billion a month of Treasury and mortgage bonds. Its goal is to fuel the economy’s recovery by providing cheap credit.</p>\n<p>Economists say the easy money is likely exacerbating some of the imbalances that are pushing up prices, since it fuels demand without directly boosting the supply of workers, cars or airplane tickets. A key risk is that price increases become large or persistent enough that consumers and businesses begin to expect and accept higher inflation. If that happens, the Fed would likely have to raise interest rates more than it currently anticipates to bring down those expectations.</p>\n<p>For decades, the Fed relied on forecasts of inflation to guide its monetary policy, knowing that interest-rate increases or cuts can take months or years to filter through the economy. If the forecasts showed excessive inflation looming, the Fed tightened policy to prevent inflation from rising that much.</p>\n<p>But last August, after more than a decade of below-target inflation, the Fed scrapped that strategy for one that prioritizes a strong labor market. Under the new strategy, if the economy is below full employment, the Fed will wait until it sees evidence of persistently above-target inflation before tightening policy.</p>\n<p>Fed officials have said since December that they won’t raise interest rates until the labor market has returned to maximum employment and inflation has risen to 2% and is on track to rise moderately higher for some time.</p>\n<p>They haven’t said how high they would be comfortable letting inflation go or for how long, but the sheer size of the recent price increases suggests it is on track to meet or exceed the Fed’s target sooner than was expected just a few months ago.</p>\n<p>Central bankers have warned in recent remarks that they would act sooner if inflation becomes a problem.</p>\n<p>Julia Coronado, a former Fed economist and president of MacroPolicy Perspectives LLC, said she doesn’t think recent inflation data call for the Fed to change course.</p>\n<p>“These price pressures are very narrowly focused on things that seem like they will be obviously transitory,” Ms. Coronado said. “Think about this: We are at the most intense moment. It will not get more intense than this. We are reopening. We are blasting stimulus into the economy with a fire hose. We’ve got monetary policy at maximum stimulation.”</p>\n<p>Mark Carney, a veteran central banker who led the Bank of England from 2013 to 2020 and the Bank of Canada from 2008 to 2013, said he sees growing evidence that the tightness in the U.S. labor market and related price pressures could extend beyond the short term.</p>\n<p>“The prospect of inflation being above target for longer than the makeup of the past undershoot—I think the balance of risks is headed in that direction at this stage,” Mr. Carney said in a Brookings Institution event Monday.</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>Inflation Rate Climb Adds Impetus to Fed Policy Shift</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Rate Climb Adds Impetus to Fed Policy Shift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 17:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/inflation-rate-climb-adds-impetus-to-fed-policy-shift-11623341429?mod=markets_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Central bankers are set to begin talking about easing bond purchases as soaring prices test patience.\n\nWASHINGTON—The recent inflation surge gives Federal Reserve officials further reason to begin ...</p>\n\n<a href=\"https://www.wsj.com/articles/inflation-rate-climb-adds-impetus-to-fed-policy-shift-11623341429?mod=markets_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/inflation-rate-climb-adds-impetus-to-fed-policy-shift-11623341429?mod=markets_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114956060","content_text":"Central bankers are set to begin talking about easing bond purchases as soaring prices test patience.\n\nWASHINGTON—The recent inflation surge gives Federal Reserve officials further reason to begin discussing an eventual wind-down of their pandemic-driven easy-money policies at their meeting next week.\nA growing number of economists are becoming concerned that the Fed could fall behind the curve on inflation as it seeks to aid the labor market’s recovery. If that happened, the central bank would have to tighten policy more abruptly than economists and market participants currently anticipate, dealing a potential blow to the economy and fueling market volatility.\n“The intensity of the current inflation and the current bottlenecks in supply chains and labor markets is greater than I had anticipated,” said former Fed Vice Chairman Donald Kohn, adding that he still shares the central bank’s belief that the inflation pickup is temporary. “But it also could be that the underlying demand-supply balance will not correct as readily or as comfortably as the Fed and I had expected earlier. It’s got my inflation antenna quivering.”\nThe first step in what is expected to be a gradual process of scaling back easy money would be to slow Fed purchases of mortgage and government bonds, something Fed Chairman Jerome Powell has said he’s not in a hurry to do.\nConsumerprices rose 5% in Mayfrom a year earlier, the Labor Department said Thursday. So-called core prices, which exclude volatile food and energy components, rose 3.8%, the largest annual jump since 1992. That followed strong price increases in April as well. The Fed seeks 2% inflation over the medium term, though it uses a different index as a gauge.\nCentral bankers note that the recent increase in inflation has been powered by an unusual combination of supply bottlenecks and pent-up demand from consumers emerging from their homes—pressures that should ease on their own later this year.\nBut Thursday’s data raise the stakes for the Fed as it begins to weigh pulling back on stimulative policies rolled out early in the pandemic.\nSince last year, the Fed has held its key overnight interest rate near zero and has been buying at least $120 billion a month of Treasury and mortgage bonds. Its goal is to fuel the economy’s recovery by providing cheap credit.\nEconomists say the easy money is likely exacerbating some of the imbalances that are pushing up prices, since it fuels demand without directly boosting the supply of workers, cars or airplane tickets. A key risk is that price increases become large or persistent enough that consumers and businesses begin to expect and accept higher inflation. If that happens, the Fed would likely have to raise interest rates more than it currently anticipates to bring down those expectations.\nFor decades, the Fed relied on forecasts of inflation to guide its monetary policy, knowing that interest-rate increases or cuts can take months or years to filter through the economy. If the forecasts showed excessive inflation looming, the Fed tightened policy to prevent inflation from rising that much.\nBut last August, after more than a decade of below-target inflation, the Fed scrapped that strategy for one that prioritizes a strong labor market. Under the new strategy, if the economy is below full employment, the Fed will wait until it sees evidence of persistently above-target inflation before tightening policy.\nFed officials have said since December that they won’t raise interest rates until the labor market has returned to maximum employment and inflation has risen to 2% and is on track to rise moderately higher for some time.\nThey haven’t said how high they would be comfortable letting inflation go or for how long, but the sheer size of the recent price increases suggests it is on track to meet or exceed the Fed’s target sooner than was expected just a few months ago.\nCentral bankers have warned in recent remarks that they would act sooner if inflation becomes a problem.\nJulia Coronado, a former Fed economist and president of MacroPolicy Perspectives LLC, said she doesn’t think recent inflation data call for the Fed to change course.\n“These price pressures are very narrowly focused on things that seem like they will be obviously transitory,” Ms. Coronado said. “Think about this: We are at the most intense moment. It will not get more intense than this. We are reopening. We are blasting stimulus into the economy with a fire hose. We’ve got monetary policy at maximum stimulation.”\nMark Carney, a veteran central banker who led the Bank of England from 2013 to 2020 and the Bank of Canada from 2008 to 2013, said he sees growing evidence that the tightness in the U.S. labor market and related price pressures could extend beyond the short term.\n“The prospect of inflation being above target for longer than the makeup of the past undershoot—I think the balance of risks is headed in that direction at this stage,” Mr. Carney said in a Brookings Institution event Monday.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103916633,"gmtCreate":1619742715622,"gmtModify":1634210288708,"author":{"id":"3571036752907389","authorId":"3571036752907389","name":"s3nGz","avatar":"https://static.tigerbbs.com/c929cbe961a8fd811e48f9d875c5796c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571036752907389","authorIdStr":"3571036752907389"},"themes":[],"htmlText":"&nbsp;Vcf","listText":"&nbsp;Vcf","text":"Vcf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103916633","repostId":"2131534297","repostType":4,"isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103916061,"gmtCreate":1619742691453,"gmtModify":1634210289068,"author":{"id":"3571036752907389","authorId":"3571036752907389","name":"s3nGz","avatar":"https://static.tigerbbs.com/c929cbe961a8fd811e48f9d875c5796c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571036752907389","authorIdStr":"3571036752907389"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/103916061","repostId":"1153490597","repostType":4,"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103918632,"gmtCreate":1619742677026,"gmtModify":1634210289308,"author":{"id":"3571036752907389","authorId":"3571036752907389","name":"s3nGz","avatar":"https://static.tigerbbs.com/c929cbe961a8fd811e48f9d875c5796c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571036752907389","authorIdStr":"3571036752907389"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103918632","repostId":"2131402534","repostType":4,"isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103911548,"gmtCreate":1619742650984,"gmtModify":1634210290149,"author":{"id":"3571036752907389","authorId":"3571036752907389","name":"s3nGz","avatar":"https://static.tigerbbs.com/c929cbe961a8fd811e48f9d875c5796c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571036752907389","authorIdStr":"3571036752907389"},"themes":[],"htmlText":"Dfgggff","listText":"Dfgggff","text":"Dfgggff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103911548","isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}