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JohnLoh00
JohnLoh00
·
2021-10-30
Ok
5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>
Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the
5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>
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JohnLoh00
JohnLoh00
·
2021-10-15
Ok
Morgan Stanley Leads Big Banks in Selling Bonds Post Earnings<blockquote>摩根士丹利在财报公布后出售债券方面领先大银行</blockquote>
(Bloomberg) -- Morgan Stanley became the first big Wall Street bank to bring a new bond deal after r
Morgan Stanley Leads Big Banks in Selling Bonds Post Earnings<blockquote>摩根士丹利在财报公布后出售债券方面领先大银行</blockquote>
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JohnLoh00
JohnLoh00
·
2021-10-11
Ok
Here's How Wall Street Defines "Stagflation" And Why "Markets Could Be Massively Mispriced"<blockquote>以下是华尔街如何定义“滞胀”以及为什么“市场可能被严重错误定价”</blockquote>
It is easy to understand why Wall Street is increasingly worried about Stagflation: with the Citi gl
Here's How Wall Street Defines "Stagflation" And Why "Markets Could Be Massively Mispriced"<blockquote>以下是华尔街如何定义“滞胀”以及为什么“市场可能被严重错误定价”</blockquote>
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JohnLoh00
JohnLoh00
·
2021-10-09
Ok
With U.S. Credit Default No Longer a Likely Threat, Eyes Turn Back Toward the Fed<blockquote>随着美国信用违约不再是可能的威胁，人们的目光又转向了美联储</blockquote>
After the United States Senate recently voted to temporarily raise the nation's debt limit, a sigh o
With U.S. Credit Default No Longer a Likely Threat, Eyes Turn Back Toward the Fed<blockquote>随着美国信用违约不再是可能的威胁，人们的目光又转向了美联储</blockquote>
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JohnLoh00
JohnLoh00
·
2021-10-08
Ok
非常抱歉，此主贴已删除
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JohnLoh00
JohnLoh00
·
2021-10-05
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非常抱歉，此主贴已删除
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JohnLoh00
JohnLoh00
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2021-10-04
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非常抱歉，此主贴已删除
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JohnLoh00
JohnLoh00
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2021-10-02
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非常抱歉，此主贴已删除
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JohnLoh00
JohnLoh00
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2021-09-30
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非常抱歉，此主贴已删除
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JohnLoh00
JohnLoh00
·
2021-09-29
Ok
What are the four catalysts to an influx of business deals?<blockquote>商业交易涌入的四个催化剂是什么？</blockquote>
Deal volumes and sizes are the highest since Q4 2019. According to a report by Maybank Kim Eng, fou
What are the four catalysts to an influx of business deals?<blockquote>商业交易涌入的四个催化剂是什么？</blockquote>
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Here’s a ...</p><p><blockquote><div>万圣节将于周日庆祝，与2020年在新冠肺炎疫情举行的活动相比，可能会发生重大变化，许多人取消了派对和“不给糖就捣蛋”的计划。这是一个...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</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\">\n5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-30 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat. Here’s a ...</p><p><blockquote><div>万圣节将于周日庆祝，与2020年在新冠肺炎疫情举行的活动相比，可能会发生重大变化，许多人取消了派对和“不给糖就捣蛋”的计划。这是一个...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">Benzinga</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":{"TR":"Tootsie Roll Industries Inc","JAKK":"杰克仕太平洋","CHCO":"City Holding Company","HSY":"好时","AMCX":"AMC网络公司"},"source_url":"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160516340","content_text":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a look at what the data is pointing to for 2021 Halloween spending and five stocks to keep on the radar that could turn in strong quarters that include the holiday.\nHalloween Sales Expectations:Consumers feel more comfortable resuming normal Halloween activities according to theNational Retail Federation.\n“This year, two-thirds (65%) of consumers plan to celebrate one of America’s favorite holidays, up from 58% in 2020,” NRF said.\nThe NRF sees consumers spending an average of $102.74 this year on Halloween, which would be the first time the figure has hit triple digits. Estimates last year were for spending of $92.12 by each consumer.\nResearch points to candy and costumes as big winners by the return of Halloween activities along with decorations. Spending on decorations is expected to hit $3.3 billion, an all-time high.\nIs Coca-Cola's Stock Overvalued OrUndervalued?\nHalloween 2021 will also see a higher number of people without kids celebrating than in 2020. Estimates call for 55% of homes without children to celebrate, compared to 49% in 2020. The figure falls in line with pre-pandemic levels of anticipated adult costume spending.\nTootsie Roll:Candy companyTootsie Roll Industries Inc\nTR-0.47%is a popular option for anyone handing out candy to trick or treaters. If you’ve ever gone trick or treating, chances are you got a ton of tootsie rolls, given their lower cost for anyone buying for a large number of visitors.\nThe companyreportedthird-quarter sales of $183.1 million, up 17% year-over-year. The company saw a dip in fourth-quarter revenue last year compared to the prior year. Look for Tootsie Roll to see a rebound in the fourth quarter.\nHershey:The Hershey Co\nHSY-2.28%has diversified its products to include several snack brands, but candy remains the big revenue driver. The company owns many of the popular brands that will be sought out by trick or treaters. Hershey’sthird-quarterrevenue of $2.4 billion was the highest it has seen in years on a quarterly basis.\n“Consumer demand for our brands has remained robust,” Hershey Company CEOMichele Bucksaid. The company raised full-year sales guidance and a strong Halloween could help meet or exceed the updated expectations.\nJakks Pacific:Toy companyJakks Pacific Inc\nJAKK-4.38%finds itself on the Halloween list thanks to its ownership of Disguise, the world’s leading costume design and manufacturing company. With more adults dressing up and a return of trick or treat activities, the company could be in for a strong quarter.\nThe company’sthird-quarterrevenue was $237 million, which included $64 million in revenue for the costumes segment. Costume sales were up 16.4% year-over-year and the fourth quarter could continue that trend. Jakks Pacific had revenue of $128.3 million in the fourth quarter last year, a decline from the prior year. Last year’s fourth quarter featured a 91% year-over-year increase in costumes segment revenue. The third and fourth quarters are the company’s two biggest quarters for revenue.\nParty City:Retailer$Party City Holdco(PRTY)$ Inc\nPRTY+2.97%could be a popular destination for Halloween costumes and decorations. The company ended thesecond quarterwith 749 locations and is also a provider of third-party products to other retailers.\nSecond-quarter revenue was up 110% year-over-year for the company.\n“We saw sequential acceleration of the business as the economy opened up and restrictions subsided, driving increased consumer ability to celebrate,” Party City CEOBrad Westonsaid. The company will report third-quarter earnings on Nov. 9, which could provide a better look at how the Halloween shopping looked.\nAMC Networks:Media companyAMC Networks\nAMCX-2.04%finds itself on the Halloween stock list thanks to its ownership of “The Walking Dead” franchise, horror film programming and as owner of horror focused streaming platform Shudder. AMC isairing“FearFest” from Oct. 1 through Oct. 31 on its namesake AMC and AMC+ channels, which could turn into a subscriber boosting event.\n“The Walking Dead” returned to the network with its final season beginning Oct. 10, which could be another October event to watch. Shudder, which is the largest horror focused streaming platform, is available for $4.75 a month on major streaming platforms. The platformhitone million subscribers in 2020. Pizza Hut, aYum Brands Inc\nYUM-0.75%company,partneredwith Shudder to offer a promotion for 30 days free.","news_type":1,"symbols_score_info":{"TR":0.9,"HSY":0.9,"AMCX":0.9,"JAKK":0.9,"CHCO":0.9}},"isVote":1,"tweetType":1,"viewCount":3743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824091842,"gmtCreate":1634260457197,"gmtModify":1634274406774,"author":{"id":"3580436163482352","authorId":"3580436163482352","name":"JohnLoh00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580436163482352","authorIdStr":"3580436163482352"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824091842","repostId":"1150327212","repostType":4,"repost":{"id":"1150327212","kind":"news","pubTimestamp":1634259107,"share":"https://www.laohu8.com/m/news/1150327212?lang=zh_CN&edition=full","pubTime":"2021-10-15 08:51","market":"us","language":"en","title":"Morgan Stanley Leads Big Banks in Selling Bonds Post Earnings<blockquote>摩根士丹利在财报公布后出售债券方面领先大银行</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150327212","media":"Bloomberg","summary":"(Bloomberg) -- Morgan Stanley became the first big Wall Street bank to bring a new bond deal after r","content":"<p>(Bloomberg) -- Morgan Stanley became the first big Wall Street bank to bring a new bond deal after reporting third-quarter earnings, setting the stage for other banks to follow.</p><p><blockquote>（彭博社）--摩根士丹利在公布第三季度收益后成为第一家带来新债券交易的华尔街大银行，为其他银行效仿奠定了基础。</blockquote></p><p> The lender borrowed $5 billion in a two-part bond sale on Thursday, according to a person with knowledge of the matter. The longest maturity, an 11-year portion, yields 1 percentage point above Treasuries, after initial discussions of around 1.15 percentage points, said the person, who asked not to be identified because the details are private.</p><p><blockquote>据一位知情人士透露，该银行在周四的两部分债券销售中借入了50亿美元。该人士表示，经过初步讨论约1.15个百分点后，期限最长的11年期债券的收益率比美国国债高出1个百分点。由于细节保密，该人士要求匿名。</blockquote></p><p> A barrage of U.S. bank-earnings beats may herald a splurge of bond issuance from the financial sector before borrowing costs rise too much. Benchmark 10-year Treasury yields reached the highest since mid-year this week. The bond deal comes as risk premiums in corporate debt remain low, increasing the appeal to issuers.</p><p><blockquote>美国银行盈利的一系列好兆头可能预示着在借贷成本过度上升之前，金融业将大量发行债券。基准10年期国债收益率本周达到年中以来的最高水平。此次债券交易达成之际，公司债务的风险溢价仍然较低，增加了对发行人的吸引力。</blockquote></p><p> Morgan Stanley’s investment bankers scored their best quarter ever, boosted by dealmaking. The division hauled in $2.85 billion in the third quarter, a 67% jump that topped analysts’ estimates and helped drive firm-wide profitability higher.</p><p><blockquote>在交易的推动下，摩根士丹利的投资银行家取得了有史以来最好的季度成绩。该部门第三季度营收28.5亿美元，增长67%，超出分析师预期，并帮助推动全公司盈利能力上升。</blockquote></p><p> Morgan Stanley and Goldman Sachs Group Inc. are seeing increased prime brokerage activity after the implosion of Archegos Capital Management and are likely to issue new debt to finance that part of their businesses, according to Bloomberg Intelligence analyst Arnold Kakuda.</p><p><blockquote>彭博资讯(Bloomberg Intelligence)分析师阿诺德·卡库达(Arnold Kakuda)表示，在Archegos Capital Management崩溃后，摩根士丹利(Morgan Stanley)和高盛集团(Goldman Sachs Group Inc.)的大宗经纪活动有所增加，并可能发行新债务为其这部分业务提供资金。</blockquote></p><p> “I see the bond sale as Morgan Stanley helping to finance their prime business,” Kakuda said in a telephone interview Thursday. “They have tight spreads and its businesses are doing pretty well.”</p><p><blockquote>角田周四在接受电话采访时表示：“我认为此次债券发售是摩根士丹利帮助其主要业务融资。”“他们的利差很小，而且业务表现相当不错。”</blockquote></p><p> Bill Hwang’s Archegos collapsed in March as some of its more than $100 billion in positions tumbled, triggering margin calls from banks, which then dumped their holdings. The ensuing rout caused lenders to lose more than $10 billion and forced internal probes and the departures of senior executives. Hwang’s brokers included Credit Suisse Group AG, Nomura Holdings Inc., Goldman Sachs and Morgan Stanley.</p><p><blockquote>Bill Hwang的Archegos在3月份倒闭，其超过1000亿美元的头寸中的一些头寸暴跌，引发了银行的保证金评级，银行随后抛售了所持股份。随后的溃败导致银行损失超过100亿美元，并迫使内部调查和高级管理人员离职。黄禹锡的经纪人包括瑞士信贷集团、野村控股、高盛和摩根士丹利。</blockquote></p><p> Bigger banks like JPMorgan Chase & Co. and Bank of America Corp. have been issuing more debt since the expiration of the Federal Reserve’s supplementary leverage ratio relief in late March to boost their cash holdings to support ballooning balance sheets, said Kakuda.</p><p><blockquote>角田表示，自3月底美联储补充杠杆率减免到期以来，摩根大通和美国银行等大型银行一直在发行更多债务，以增加现金持有量，支持不断膨胀的资产负债表。</blockquote></p><p> “I wouldn’t be surprised to see JPMorgan issue senior debt and they can also do sub or preferred notes,” he added. “Citi may do one bond deal until year end while Bank of America may start slowing down going forward. Wells Fargo will probably not issue the rest of the year.”</p><p><blockquote>“看到摩根大通发行优先债务，我不会感到惊讶，他们也可以发行次级或优先票据，”他补充道。“花旗可能会在年底前完成一笔债券交易，而美国银行可能会开始放慢脚步。富国银行可能不会在今年剩余时间内发行债券。”</blockquote></p><p> Financial sector debt spreads tightened on Thursday, pacing a broad-based credit rally. High-grade senior financial sector cash bond spreads tightened 1.2 basis points as of 4:41 p.m. in New York, data compiled by Bloomberg show.</p><p><blockquote>金融部门债务利差周四收紧，推动了广泛的信贷反弹。截至下午4点41分，高级金融部门现金债券利差收紧1.2个基点。彭博汇编的数据显示，纽约。</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>Morgan Stanley Leads Big Banks in Selling Bonds Post Earnings<blockquote>摩根士丹利在财报公布后出售债券方面领先大银行</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\">\nMorgan Stanley Leads Big Banks in Selling Bonds Post Earnings<blockquote>摩根士丹利在财报公布后出售债券方面领先大银行</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-10-15 08:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Morgan Stanley became the first big Wall Street bank to bring a new bond deal after reporting third-quarter earnings, setting the stage for other banks to follow.</p><p><blockquote>（彭博社）--摩根士丹利在公布第三季度收益后成为第一家带来新债券交易的华尔街大银行，为其他银行效仿奠定了基础。</blockquote></p><p> The lender borrowed $5 billion in a two-part bond sale on Thursday, according to a person with knowledge of the matter. The longest maturity, an 11-year portion, yields 1 percentage point above Treasuries, after initial discussions of around 1.15 percentage points, said the person, who asked not to be identified because the details are private.</p><p><blockquote>据一位知情人士透露，该银行在周四的两部分债券销售中借入了50亿美元。该人士表示，经过初步讨论约1.15个百分点后，期限最长的11年期债券的收益率比美国国债高出1个百分点。由于细节保密，该人士要求匿名。</blockquote></p><p> A barrage of U.S. bank-earnings beats may herald a splurge of bond issuance from the financial sector before borrowing costs rise too much. Benchmark 10-year Treasury yields reached the highest since mid-year this week. The bond deal comes as risk premiums in corporate debt remain low, increasing the appeal to issuers.</p><p><blockquote>美国银行盈利的一系列好兆头可能预示着在借贷成本过度上升之前，金融业将大量发行债券。基准10年期国债收益率本周达到年中以来的最高水平。此次债券交易达成之际，公司债务的风险溢价仍然较低，增加了对发行人的吸引力。</blockquote></p><p> Morgan Stanley’s investment bankers scored their best quarter ever, boosted by dealmaking. The division hauled in $2.85 billion in the third quarter, a 67% jump that topped analysts’ estimates and helped drive firm-wide profitability higher.</p><p><blockquote>在交易的推动下，摩根士丹利的投资银行家取得了有史以来最好的季度成绩。该部门第三季度营收28.5亿美元，增长67%，超出分析师预期，并帮助推动全公司盈利能力上升。</blockquote></p><p> Morgan Stanley and Goldman Sachs Group Inc. are seeing increased prime brokerage activity after the implosion of Archegos Capital Management and are likely to issue new debt to finance that part of their businesses, according to Bloomberg Intelligence analyst Arnold Kakuda.</p><p><blockquote>彭博资讯(Bloomberg Intelligence)分析师阿诺德·卡库达(Arnold Kakuda)表示，在Archegos Capital Management崩溃后，摩根士丹利(Morgan Stanley)和高盛集团(Goldman Sachs Group Inc.)的大宗经纪活动有所增加，并可能发行新债务为其这部分业务提供资金。</blockquote></p><p> “I see the bond sale as Morgan Stanley helping to finance their prime business,” Kakuda said in a telephone interview Thursday. “They have tight spreads and its businesses are doing pretty well.”</p><p><blockquote>角田周四在接受电话采访时表示：“我认为此次债券发售是摩根士丹利帮助其主要业务融资。”“他们的利差很小，而且业务表现相当不错。”</blockquote></p><p> Bill Hwang’s Archegos collapsed in March as some of its more than $100 billion in positions tumbled, triggering margin calls from banks, which then dumped their holdings. The ensuing rout caused lenders to lose more than $10 billion and forced internal probes and the departures of senior executives. Hwang’s brokers included Credit Suisse Group AG, Nomura Holdings Inc., Goldman Sachs and Morgan Stanley.</p><p><blockquote>Bill Hwang的Archegos在3月份倒闭，其超过1000亿美元的头寸中的一些头寸暴跌，引发了银行的保证金评级，银行随后抛售了所持股份。随后的溃败导致银行损失超过100亿美元，并迫使内部调查和高级管理人员离职。黄禹锡的经纪人包括瑞士信贷集团、野村控股、高盛和摩根士丹利。</blockquote></p><p> Bigger banks like JPMorgan Chase & Co. and Bank of America Corp. have been issuing more debt since the expiration of the Federal Reserve’s supplementary leverage ratio relief in late March to boost their cash holdings to support ballooning balance sheets, said Kakuda.</p><p><blockquote>角田表示，自3月底美联储补充杠杆率减免到期以来，摩根大通和美国银行等大型银行一直在发行更多债务，以增加现金持有量，支持不断膨胀的资产负债表。</blockquote></p><p> “I wouldn’t be surprised to see JPMorgan issue senior debt and they can also do sub or preferred notes,” he added. “Citi may do one bond deal until year end while Bank of America may start slowing down going forward. Wells Fargo will probably not issue the rest of the year.”</p><p><blockquote>“看到摩根大通发行优先债务，我不会感到惊讶，他们也可以发行次级或优先票据，”他补充道。“花旗可能会在年底前完成一笔债券交易，而美国银行可能会开始放慢脚步。富国银行可能不会在今年剩余时间内发行债券。”</blockquote></p><p> Financial sector debt spreads tightened on Thursday, pacing a broad-based credit rally. High-grade senior financial sector cash bond spreads tightened 1.2 basis points as of 4:41 p.m. in New York, data compiled by Bloomberg show.</p><p><blockquote>金融部门债务利差周四收紧，推动了广泛的信贷反弹。截至下午4点41分，高级金融部门现金债券利差收紧1.2个基点。彭博汇编的数据显示，纽约。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/morgan-stanley-leads-big-banks-162042301.html\">Bloomberg</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":{"MS":"摩根士丹利"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-leads-big-banks-162042301.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150327212","content_text":"(Bloomberg) -- Morgan Stanley became the first big Wall Street bank to bring a new bond deal after reporting third-quarter earnings, setting the stage for other banks to follow.\nThe lender borrowed $5 billion in a two-part bond sale on Thursday, according to a person with knowledge of the matter. The longest maturity, an 11-year portion, yields 1 percentage point above Treasuries, after initial discussions of around 1.15 percentage points, said the person, who asked not to be identified because the details are private.\nA barrage of U.S. bank-earnings beats may herald a splurge of bond issuance from the financial sector before borrowing costs rise too much. Benchmark 10-year Treasury yields reached the highest since mid-year this week. The bond deal comes as risk premiums in corporate debt remain low, increasing the appeal to issuers.\nMorgan Stanley’s investment bankers scored their best quarter ever, boosted by dealmaking. The division hauled in $2.85 billion in the third quarter, a 67% jump that topped analysts’ estimates and helped drive firm-wide profitability higher.\nMorgan Stanley and Goldman Sachs Group Inc. are seeing increased prime brokerage activity after the implosion of Archegos Capital Management and are likely to issue new debt to finance that part of their businesses, according to Bloomberg Intelligence analyst Arnold Kakuda.\n“I see the bond sale as Morgan Stanley helping to finance their prime business,” Kakuda said in a telephone interview Thursday. “They have tight spreads and its businesses are doing pretty well.”\nBill Hwang’s Archegos collapsed in March as some of its more than $100 billion in positions tumbled, triggering margin calls from banks, which then dumped their holdings. The ensuing rout caused lenders to lose more than $10 billion and forced internal probes and the departures of senior executives. Hwang’s brokers included Credit Suisse Group AG, Nomura Holdings Inc., Goldman Sachs and Morgan Stanley.\nBigger banks like JPMorgan Chase & Co. and Bank of America Corp. have been issuing more debt since the expiration of the Federal Reserve’s supplementary leverage ratio relief in late March to boost their cash holdings to support ballooning balance sheets, said Kakuda.\n“I wouldn’t be surprised to see JPMorgan issue senior debt and they can also do sub or preferred notes,” he added. “Citi may do one bond deal until year end while Bank of America may start slowing down going forward. Wells Fargo will probably not issue the rest of the year.”\nFinancial sector debt spreads tightened on Thursday, pacing a broad-based credit rally. High-grade senior financial sector cash bond spreads tightened 1.2 basis points as of 4:41 p.m. in New York, data compiled by Bloomberg show.","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":2227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828250560,"gmtCreate":1633918243969,"gmtModify":1633918244063,"author":{"id":"3580436163482352","authorId":"3580436163482352","name":"JohnLoh00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580436163482352","authorIdStr":"3580436163482352"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828250560","repostId":"1199183279","repostType":4,"repost":{"id":"1199183279","kind":"news","pubTimestamp":1633914792,"share":"https://www.laohu8.com/m/news/1199183279?lang=zh_CN&edition=full","pubTime":"2021-10-11 09:13","market":"us","language":"en","title":"Here's How Wall Street Defines \"Stagflation\" And Why \"Markets Could Be Massively Mispriced\"<blockquote>以下是华尔街如何定义“滞胀”以及为什么“市场可能被严重错误定价”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199183279","media":"zerohedge","summary":"It is easy to understand why Wall Street is increasingly worried about Stagflation: with the Citi gl","content":"<p>It is easy to understand why Wall Street is increasingly worried about Stagflation: with the Citi global inflation surprise index surging to the highest level ever (granted, it only captures the period since 1999 so it's unclear how it compares to the 1970s or early 1980s inflation shock periods)..</p><p><blockquote>很容易理解为什么华尔街越来越担心滞胀：花旗全球通胀意外指数飙升至有史以来的最高水平（诚然，它只捕捉了1999年以来的时期，因此不清楚它与20世纪70年代或80年代初的通胀冲击时期相比如何）..</blockquote></p><p> <img src=\"https://static.tigerbbs.com/168c3070fdc609f96adddbe87fc8da99\" tg-width=\"1738\" tg-height=\"866\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> ... Citi's economic surprise index has turned negative and slumped to levels which historically have indicated an economic slowdown if not outright recession.</p><p><blockquote>...花旗的经济意外指数已转为负值，并跌至历史上表明经济放缓（如果不是彻底衰退）的水平。</blockquote></p><p> As a result, it's also easy to understand why some of Wall Street's strategists have taken it upon themselves to ease investor concerns that another 1970s stagflationary shock may be coming, most notably Morgan Stanley earlier today, which admits that \"it’s not hard to see why one term seems to come up again and again in conversations with investors: stagflation\" but counters that in its view the surge in energy prices is temporary, and that the most comparable period to the current stagflationary scare is more comparable to 2005 when \"CPI hit 3.5%Y while the US manufacturing PMI had fallen to 52. 'Stagflation' graced the cover of The Economist. These fears eventually passed as growth rebounded and inflation moderated, but we think that 2005 may provide a useful reference point for a scare that comes far short of the 1970s. Equity multiples de-rated throughout 2004-05, consistent with the current forecasts for my colleague Mike Wilson and our US equity strategy team.\"</p><p><blockquote>因此，也很容易理解为什么华尔街的一些策略师主动缓解投资者对另一场20世纪70年代滞胀冲击可能即将到来的担忧，最著名的是摩根士丹利今天早些时候承认，“不难理解为什么在与投资者的对话中似乎一次又一次地出现一个术语：滞胀”，但反驳说，在其看来，能源价格的飙升是暂时的，与当前滞胀恐慌最具可比性的时期更像是2005年，当时“CPI同比上涨3.5%，而美国制造业PMI跌至52。随着经济增长反弹和通胀放缓，这些担忧最终消失了，但我们认为2005年可能为远低于20世纪70年代的恐慌提供了一个有用的参考点。2004-05年，股票市盈率下调，这与我的同事迈克·威尔逊和我们的美国股票策略团队目前的预测一致。”</blockquote></p><p> Yet as Morgan Stanley also admits, while the \"market is focused on stagflation, it just hasn’t quite decided what that term really means.\"</p><p><blockquote>然而，正如摩根士丹利也承认的那样，虽然“市场关注的是滞胀，但它还没有完全决定这个词的真正含义。”</blockquote></p><p> So to help shed some light on what most Wall Street professionals think when they hear the term \"Stagflation\", today we publish a second post on the topic of stagflation, in which we point readers to the latest monthly survey conducted by Deutsche Bank's Jim Reid who asked just this question and agrees with Morgan Stanley that \"one of the problems that the survey throws up is how we define “Stagflation”. It also shows the perceived elevated risks of it.\"</p><p><blockquote>因此，为了帮助了解大多数华尔街专业人士在听到“滞胀”一词时的想法，今天我们发布了关于滞胀主题的第二篇文章，其中我们向读者指出德意志银行吉姆·里德进行的最新月度调查，他提出了这个问题，并同意摩根士丹利的观点，即“调查提出的问题之一是我们如何定义‘滞胀’。它还显示了人们认为滞胀的风险增加。”</blockquote></p><p> Here's what the survey found:</p><p><blockquote>调查结果如下：</blockquote></p><p> <ul> <li><b>43% define Stagflation as “growth around zero or negative and inflation well above target”</b></li> <li><b>30% define Stagflation as “growth below trend and inflation comfortably above target”</b></li> <li><b>25% define Stagflation as “a strong slowdown in growth and strong pickup in inflation”</b></li> </ul> <img src=\"https://static.tigerbbs.com/5c1106e13503d4a8be89bb96fc1957fe\" tg-width=\"1312\" tg-height=\"640\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li><b>43%的人将滞胀定义为“增长接近零或负增长，通胀远高于目标”</b></li><li><b>30%的人将滞胀定义为“增长低于趋势，通胀轻松高于目标”</b></li><li><b>25%的人将滞胀定义为“增长强劲放缓，通胀强劲回升”</b></li></ul></blockquote></p><p> As Reid notes, although the top most negative definition is the most popular, there is a relatively even split of definitions out there.<b>\"This is important because there’s a huge potential difference in the impact of these scenarios on global markets over the next 12-18 months.</b>So when the term is used we have to be careful to understand the definition behind it.\"</p><p><blockquote>正如里德指出的，尽管最负面的定义是最受欢迎的，但定义的分布相对均匀。<b>“这很重要，因为这些情景在未来12-18个月内对全球市场的影响存在巨大的潜在差异。</b>因此，当使用这个术语时，我们必须仔细理解其背后的定义。”</blockquote></p><p> Reid also admits that he was very surprised how strong the consensus is now that stagflation of some kind is more likely than not over the next 12 months: for the most aggressively negative definition, the very high or high risk is still “only” 22% and 33% for the US and Europe.<b>It is a stunningly high 54% in the UK though.</b></p><p><blockquote>里德还承认，他对现在的共识如此强烈感到非常惊讶，即未来12个月更有可能出现某种滞胀：对于最激进的负面定义，美国和欧洲的非常高或高风险仍然“只有”22%和33%。<b>不过，在英国，这一比例高达54%，令人震惊。</b></blockquote></p><p> Surprisingly around 40% think the US is at risk of growth being below trend over the next year which given that consensus forecasts for GDP growth in 2022 is c.4%, feels quite aggressive.</p><p><blockquote>令人惊讶的是，大约40%的人认为美国明年的增长面临低于趋势的风险，鉴于对2022年GDP增长的普遍预测为约4%，这感觉相当激进。</blockquote></p><p> What this means in practical terms, is that if these numbers are proved correct, \"<b>markets could be massively mis-priced</b>\", according to the DB strategist. The silver lining to Reid, and here he is somewhat in agreement with Morgan Stanley, is that his \"gut feel\" is that while the risks are elevated, especially on the inflation side, \"the phrase “stagflation” is being used too aggressively at the moment.\"</p><p><blockquote>这实际上意味着，如果这些数字被证明是正确的，”<b>市场可能被严重错误定价</b>德银策略师表示：“里德的一线希望是，他在某种程度上同意摩根士丹利的观点，即他的“直觉”是，虽然风险很高，尤其是在通胀方面，但“滞胀”一词目前被过于激进地使用。”</blockquote></p><p> The next few months will prove if he is right.</p><p><blockquote>接下来的几个月将证明他是否正确。</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>Here's How Wall Street Defines \"Stagflation\" And Why \"Markets Could Be Massively Mispriced\"<blockquote>以下是华尔街如何定义“滞胀”以及为什么“市场可能被严重错误定价”</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\">\nHere's How Wall Street Defines \"Stagflation\" And Why \"Markets Could Be Massively Mispriced\"<blockquote>以下是华尔街如何定义“滞胀”以及为什么“市场可能被严重错误定价”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-10-11 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It is easy to understand why Wall Street is increasingly worried about Stagflation: with the Citi global inflation surprise index surging to the highest level ever (granted, it only captures the period since 1999 so it's unclear how it compares to the 1970s or early 1980s inflation shock periods)..</p><p><blockquote>很容易理解为什么华尔街越来越担心滞胀：花旗全球通胀意外指数飙升至有史以来的最高水平（诚然，它只捕捉了1999年以来的时期，因此不清楚它与20世纪70年代或80年代初的通胀冲击时期相比如何）..</blockquote></p><p> <img src=\"https://static.tigerbbs.com/168c3070fdc609f96adddbe87fc8da99\" tg-width=\"1738\" tg-height=\"866\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> ... Citi's economic surprise index has turned negative and slumped to levels which historically have indicated an economic slowdown if not outright recession.</p><p><blockquote>...花旗的经济意外指数已转为负值，并跌至历史上表明经济放缓（如果不是彻底衰退）的水平。</blockquote></p><p> As a result, it's also easy to understand why some of Wall Street's strategists have taken it upon themselves to ease investor concerns that another 1970s stagflationary shock may be coming, most notably Morgan Stanley earlier today, which admits that \"it’s not hard to see why one term seems to come up again and again in conversations with investors: stagflation\" but counters that in its view the surge in energy prices is temporary, and that the most comparable period to the current stagflationary scare is more comparable to 2005 when \"CPI hit 3.5%Y while the US manufacturing PMI had fallen to 52. 'Stagflation' graced the cover of The Economist. These fears eventually passed as growth rebounded and inflation moderated, but we think that 2005 may provide a useful reference point for a scare that comes far short of the 1970s. Equity multiples de-rated throughout 2004-05, consistent with the current forecasts for my colleague Mike Wilson and our US equity strategy team.\"</p><p><blockquote>因此，也很容易理解为什么华尔街的一些策略师主动缓解投资者对另一场20世纪70年代滞胀冲击可能即将到来的担忧，最著名的是摩根士丹利今天早些时候承认，“不难理解为什么在与投资者的对话中似乎一次又一次地出现一个术语：滞胀”，但反驳说，在其看来，能源价格的飙升是暂时的，与当前滞胀恐慌最具可比性的时期更像是2005年，当时“CPI同比上涨3.5%，而美国制造业PMI跌至52。随着经济增长反弹和通胀放缓，这些担忧最终消失了，但我们认为2005年可能为远低于20世纪70年代的恐慌提供了一个有用的参考点。2004-05年，股票市盈率下调，这与我的同事迈克·威尔逊和我们的美国股票策略团队目前的预测一致。”</blockquote></p><p> Yet as Morgan Stanley also admits, while the \"market is focused on stagflation, it just hasn’t quite decided what that term really means.\"</p><p><blockquote>然而，正如摩根士丹利也承认的那样，虽然“市场关注的是滞胀，但它还没有完全决定这个词的真正含义。”</blockquote></p><p> So to help shed some light on what most Wall Street professionals think when they hear the term \"Stagflation\", today we publish a second post on the topic of stagflation, in which we point readers to the latest monthly survey conducted by Deutsche Bank's Jim Reid who asked just this question and agrees with Morgan Stanley that \"one of the problems that the survey throws up is how we define “Stagflation”. It also shows the perceived elevated risks of it.\"</p><p><blockquote>因此，为了帮助了解大多数华尔街专业人士在听到“滞胀”一词时的想法，今天我们发布了关于滞胀主题的第二篇文章，其中我们向读者指出德意志银行吉姆·里德进行的最新月度调查，他提出了这个问题，并同意摩根士丹利的观点，即“调查提出的问题之一是我们如何定义‘滞胀’。它还显示了人们认为滞胀的风险增加。”</blockquote></p><p> Here's what the survey found:</p><p><blockquote>调查结果如下：</blockquote></p><p> <ul> <li><b>43% define Stagflation as “growth around zero or negative and inflation well above target”</b></li> <li><b>30% define Stagflation as “growth below trend and inflation comfortably above target”</b></li> <li><b>25% define Stagflation as “a strong slowdown in growth and strong pickup in inflation”</b></li> </ul> <img src=\"https://static.tigerbbs.com/5c1106e13503d4a8be89bb96fc1957fe\" tg-width=\"1312\" tg-height=\"640\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li><b>43%的人将滞胀定义为“增长接近零或负增长，通胀远高于目标”</b></li><li><b>30%的人将滞胀定义为“增长低于趋势，通胀轻松高于目标”</b></li><li><b>25%的人将滞胀定义为“增长强劲放缓，通胀强劲回升”</b></li></ul></blockquote></p><p> As Reid notes, although the top most negative definition is the most popular, there is a relatively even split of definitions out there.<b>\"This is important because there’s a huge potential difference in the impact of these scenarios on global markets over the next 12-18 months.</b>So when the term is used we have to be careful to understand the definition behind it.\"</p><p><blockquote>正如里德指出的，尽管最负面的定义是最受欢迎的，但定义的分布相对均匀。<b>“这很重要，因为这些情景在未来12-18个月内对全球市场的影响存在巨大的潜在差异。</b>因此，当使用这个术语时，我们必须仔细理解其背后的定义。”</blockquote></p><p> Reid also admits that he was very surprised how strong the consensus is now that stagflation of some kind is more likely than not over the next 12 months: for the most aggressively negative definition, the very high or high risk is still “only” 22% and 33% for the US and Europe.<b>It is a stunningly high 54% in the UK though.</b></p><p><blockquote>里德还承认，他对现在的共识如此强烈感到非常惊讶，即未来12个月更有可能出现某种滞胀：对于最激进的负面定义，美国和欧洲的非常高或高风险仍然“只有”22%和33%。<b>不过，在英国，这一比例高达54%，令人震惊。</b></blockquote></p><p> Surprisingly around 40% think the US is at risk of growth being below trend over the next year which given that consensus forecasts for GDP growth in 2022 is c.4%, feels quite aggressive.</p><p><blockquote>令人惊讶的是，大约40%的人认为美国明年的增长面临低于趋势的风险，鉴于对2022年GDP增长的普遍预测为约4%，这感觉相当激进。</blockquote></p><p> What this means in practical terms, is that if these numbers are proved correct, \"<b>markets could be massively mis-priced</b>\", according to the DB strategist. The silver lining to Reid, and here he is somewhat in agreement with Morgan Stanley, is that his \"gut feel\" is that while the risks are elevated, especially on the inflation side, \"the phrase “stagflation” is being used too aggressively at the moment.\"</p><p><blockquote>这实际上意味着，如果这些数字被证明是正确的，”<b>市场可能被严重错误定价</b>德银策略师表示：“里德的一线希望是，他在某种程度上同意摩根士丹利的观点，即他的“直觉”是，虽然风险很高，尤其是在通胀方面，但“滞胀”一词目前被过于激进地使用。”</blockquote></p><p> The next few months will prove if he is right.</p><p><blockquote>接下来的几个月将证明他是否正确。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/heres-how-wall-street-defines-stagflation-and-why-markets-could-be-massively-mispriced?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"},"source_url":"https://www.zerohedge.com/markets/heres-how-wall-street-defines-stagflation-and-why-markets-could-be-massively-mispriced?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":"1199183279","content_text":"It is easy to understand why Wall Street is increasingly worried about Stagflation: with the Citi global inflation surprise index surging to the highest level ever (granted, it only captures the period since 1999 so it's unclear how it compares to the 1970s or early 1980s inflation shock periods)..\n\n... Citi's economic surprise index has turned negative and slumped to levels which historically have indicated an economic slowdown if not outright recession.\nAs a result, it's also easy to understand why some of Wall Street's strategists have taken it upon themselves to ease investor concerns that another 1970s stagflationary shock may be coming, most notably Morgan Stanley earlier today, which admits that \"it’s not hard to see why one term seems to come up again and again in conversations with investors: stagflation\" but counters that in its view the surge in energy prices is temporary, and that the most comparable period to the current stagflationary scare is more comparable to 2005 when \"CPI hit 3.5%Y while the US manufacturing PMI had fallen to 52. 'Stagflation' graced the cover of The Economist. These fears eventually passed as growth rebounded and inflation moderated, but we think that 2005 may provide a useful reference point for a scare that comes far short of the 1970s. Equity multiples de-rated throughout 2004-05, consistent with the current forecasts for my colleague Mike Wilson and our US equity strategy team.\"\nYet as Morgan Stanley also admits, while the \"market is focused on stagflation, it just hasn’t quite decided what that term really means.\"\nSo to help shed some light on what most Wall Street professionals think when they hear the term \"Stagflation\", today we publish a second post on the topic of stagflation, in which we point readers to the latest monthly survey conducted by Deutsche Bank's Jim Reid who asked just this question and agrees with Morgan Stanley that \"one of the problems that the survey throws up is how we define “Stagflation”. It also shows the perceived elevated risks of it.\"\nHere's what the survey found:\n\n43% define Stagflation as “growth around zero or negative and inflation well above target”\n30% define Stagflation as “growth below trend and inflation comfortably above target”\n25% define Stagflation as “a strong slowdown in growth and strong pickup in inflation”\n\n\nAs Reid notes, although the top most negative definition is the most popular, there is a relatively even split of definitions out there.\"This is important because there’s a huge potential difference in the impact of these scenarios on global markets over the next 12-18 months.So when the term is used we have to be careful to understand the definition behind it.\"\nReid also admits that he was very surprised how strong the consensus is now that stagflation of some kind is more likely than not over the next 12 months: for the most aggressively negative definition, the very high or high risk is still “only” 22% and 33% for the US and Europe.It is a stunningly high 54% in the UK though.\nSurprisingly around 40% think the US is at risk of growth being below trend over the next year which given that consensus forecasts for GDP growth in 2022 is c.4%, feels quite aggressive.\nWhat this means in practical terms, is that if these numbers are proved correct, \"markets could be massively mis-priced\", according to the DB strategist. The silver lining to Reid, and here he is somewhat in agreement with Morgan Stanley, is that his \"gut feel\" is that while the risks are elevated, especially on the inflation side, \"the phrase “stagflation” is being used too aggressively at the moment.\"\nThe next few months will prove if he is right.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821750357,"gmtCreate":1633794872595,"gmtModify":1633794872595,"author":{"id":"3580436163482352","authorId":"3580436163482352","name":"JohnLoh00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580436163482352","authorIdStr":"3580436163482352"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821750357","repostId":"1163103525","repostType":4,"repost":{"id":"1163103525","kind":"news","pubTimestamp":1633760681,"share":"https://www.laohu8.com/m/news/1163103525?lang=zh_CN&edition=full","pubTime":"2021-10-09 14:24","market":"us","language":"en","title":"With U.S. Credit Default No Longer a Likely Threat, Eyes Turn Back Toward the Fed<blockquote>随着美国信用违约不再是可能的威胁，人们的目光又转向了美联储</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163103525","media":"Benzinga","summary":"After the United States Senate recently voted to temporarily raise the nation's debt limit, a sigh o","content":"<p><div> After the United States Senate recently voted to temporarily raise the nation's debt limit, a sigh of relief was likely emitted by many. However, it's now right back to the Federal Reserve as one of ...</p><p><blockquote><div>在美国参议院最近投票暂时提高国家债务限额后，许多人可能松了一口气。然而，现在它又回到了美联储，成为...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/government/21/10/23307031/with-u-s-credit-default-no-longer-a-likely-threat-eyes-turn-back-toward-the-fed\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/government/21/10/23307031/with-u-s-credit-default-no-longer-a-likely-threat-eyes-turn-back-toward-the-fed\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>With U.S. Credit Default No Longer a Likely Threat, Eyes Turn Back Toward the Fed<blockquote>随着美国信用违约不再是可能的威胁，人们的目光又转向了美联储</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\">\nWith U.S. Credit Default No Longer a Likely Threat, Eyes Turn Back Toward the Fed<blockquote>随着美国信用违约不再是可能的威胁，人们的目光又转向了美联储</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-09 14:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> After the United States Senate recently voted to temporarily raise the nation's debt limit, a sigh of relief was likely emitted by many. However, it's now right back to the Federal Reserve as one of ...</p><p><blockquote><div>在美国参议院最近投票暂时提高国家债务限额后，许多人可能松了一口气。然而，现在它又回到了美联储，成为...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/government/21/10/23307031/with-u-s-credit-default-no-longer-a-likely-threat-eyes-turn-back-toward-the-fed\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/government/21/10/23307031/with-u-s-credit-default-no-longer-a-likely-threat-eyes-turn-back-toward-the-fed\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/government/21/10/23307031/with-u-s-credit-default-no-longer-a-likely-threat-eyes-turn-back-toward-the-fed\">Benzinga</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":{"AAPL":"苹果","WU":"西联汇款","KO":"可口可乐"},"source_url":"https://www.benzinga.com/government/21/10/23307031/with-u-s-credit-default-no-longer-a-likely-threat-eyes-turn-back-toward-the-fed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163103525","content_text":"After the United States Senate recently voted to temporarily raise the nation's debt limit, a sigh of relief was likely emitted by many. However, it's now right back to the Federal Reserve as one of the primary players to watch in the current state of the U.S. and global economic system. While behemoths like Apple, CocaCola, and Western Union may be focused on a recent increase in international corporate taxes, for many it seems waiting for the next statement from Fed chair Jerome Powell is the common thread.\nIn response to the economic impact of the coronavirus pandemic, global governments have embarked on a massive spending spree that has pushed total debt to GDP ratios from 88% to a staggering 105% (according to the Institute of International Finance). The U.S. Treasury has been front and center in this initiative as domestic national debt rose from an already alarming $23 trillion to a current level of $29 trillion.\nThe purpose of this increased borrowing and spending was to take the edge off the resultant recession and provide a cushion for those most affected by the slowdowns. Artificially propping up demand with government spending in times of crisis is basic Keynesian theory, and its efficacy is agreed upon by many economists, provided it’s used with discipline and for short periods of time. Those same economists would probably have a spirited debate as to the definition of “short term” and whether 18 months and counting falls under that.\nBut does this spending come without a cost? Some traditional inflation indicators, like the Producer Price Index and raw commodity prices, have been flashing a warning for months that inflation is taking root. The Federal Reserve has repeatedly stated that the inflation is transitory, but as time passes, many believe that this may not be true.\nThere are a couple of things that make the current situation unique. The same economic crises and pandemic fears that caused the government’s spending spree has also caused global supply chain disruptions that have made a multitude of products and raw materials much more scarce. It’s no surprise that government-fueled demand, coupled with a significant decrease in supplies, has caused inflation. The supply versus demand equation and its effect on inflation is one of the few things that is considered “settled science” in the economic world.\nSecondly, the Federal Reserve has played a significant role in the government’s spending spree. On March 23, 2020, the Fed announced a huge increase in its asset purchase program known as quantitative easing. This was done to facilitate the Treasury’s debt issuance and keep interest rates from moving significantly higher under the anticipated increase in the amount of bonds to be sold by the U.S. Treasury. All these emergency economic measures were taken under the belief that they were both necessary and, more importantly, temporary. A common belief now is that the clock is ticking and that normalization of policy must come soon or else it could lead to uncontrollable inflation.\nCME Group Senior Economist Erik Norland seems optimistic that increased vaccination rates will play a significant role in distancing us from the pandemic and the consequent emergency spending levels and aggressive Fed policy. This, combined with additional tax revenue, had Norland conclude that “it looks like government deficits will begin to shrink going forward.” Norland also believes that the Fed may begin to taper asset purchases soon, and that could allow long-end rates to rise. “In 2013, when the Fed tapered, it caused a huge bear market in bonds, and 10-Year yields went from 1.4% to north of 3%,” said Norland.\nThere’s little question that rising rates, increased taxes, and less government spending could help to slow inflation. But will it be enough? Dan Deming, managing director at KKM Financial, believes that inflation could remain an issue as “supply chains continue to be a challenge” and that “the current flattening of the yield curve could be a signal that growth prospects are under pressure” due, in part, to those supply shortages.\nThe inflation debate seems to have three moving parts that will be watched closely by traders going forward: the size of a new government spending package being debated in Washington, D.C.; the Fed’s timeline for tapering; and proposals for tax increases going forward.","news_type":1,"symbols_score_info":{"WU":0.9,"KO":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823726999,"gmtCreate":1633664233140,"gmtModify":1633664233209,"author":{"id":"3580436163482352","authorId":"3580436163482352","name":"JohnLoh00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580436163482352","authorIdStr":"3580436163482352"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823726999","repostId":"1150824617","repostType":4,"isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820579133,"gmtCreate":1633408441246,"gmtModify":1633408441318,"author":{"id":"3580436163482352","authorId":"3580436163482352","name":"JohnLoh00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580436163482352","authorIdStr":"3580436163482352"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820579133","repostId":"1121300578","repostType":4,"isVote":1,"tweetType":1,"viewCount":2167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820059025,"gmtCreate":1633329368514,"gmtModify":1633329368613,"author":{"id":"3580436163482352","authorId":"3580436163482352","name":"JohnLoh00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580436163482352","authorIdStr":"3580436163482352"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/820059025","repostId":"1180397845","repostType":4,"isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864468714,"gmtCreate":1633139611877,"gmtModify":1633139611948,"author":{"id":"3580436163482352","authorId":"3580436163482352","name":"JohnLoh00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580436163482352","authorIdStr":"3580436163482352"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864468714","repostId":"2172618951","repostType":4,"isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865816046,"gmtCreate":1632966833406,"gmtModify":1632966833521,"author":{"id":"3580436163482352","authorId":"3580436163482352","name":"JohnLoh00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580436163482352","authorIdStr":"3580436163482352"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865816046","repostId":"1104172212","repostType":4,"isVote":1,"tweetType":1,"viewCount":2369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862668854,"gmtCreate":1632876185869,"gmtModify":1632876185869,"author":{"id":"3580436163482352","authorId":"3580436163482352","name":"JohnLoh00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580436163482352","authorIdStr":"3580436163482352"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862668854","repostId":"1120355916","repostType":4,"repost":{"id":"1120355916","kind":"news","pubTimestamp":1632875501,"share":"https://www.laohu8.com/m/news/1120355916?lang=zh_CN&edition=full","pubTime":"2021-09-29 08:31","market":"sg","language":"en","title":"What are the four catalysts to an influx of business deals?<blockquote>商业交易涌入的四个催化剂是什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120355916","media":"Singapore Business","summary":"Deal volumes and sizes are the highest since Q4 2019.\n\nAccording to a report by Maybank Kim Eng, fou","content":"<p> <b>Deal volumes and sizes are the highest since Q4 2019.</b> According to a report by Maybank Kim Eng, four key drivers were seen as catalysts for business deals in Singapore.</p><p><blockquote><b>交易量和规模创2019年第四季度以来最高。</b>根据Maybank Kim Eng的一份报告，四个关键驱动因素被视为新加坡商业交易的催化剂。</blockquote></p><p> These four catalysts lie in the pandemic-aided acceleration of structural shifts, distressed business models, integration of green business strategies, and government initiatives.</p><p><blockquote>这四个催化剂在于疫情帮助下的结构转变加速、陷入困境的商业模式、绿色商业战略的整合和政府举措。</blockquote></p><p> \"Underlying trends of digitalization and hybrid-work have accelerated due to COVID restrictions, and this is forcing businesses to adopt fresh strategies of service and product delivery,\" MayBank Kim Eng said.</p><p><blockquote>马来亚银行金英表示：“由于新冠疫情的限制，数字化和混合工作的基本趋势加速，这迫使企业采取新的服务和产品交付策略。”</blockquote></p><p> Also included in this restructuring is the movement to reach climate goals and de-risk their environmental, social, and governance exposures.</p><p><blockquote>此次重组还包括实现气候目标并降低环境、社会和治理风险的运动。</blockquote></p><p> Singapore’s government has also introduced initiatives, which include a special purpose acquisition company framework, funding for late-stage and initial public offering capital raisins to further support the ecosystem going forward.</p><p><blockquote>新加坡政府还推出了一些举措，包括特殊目的收购公司框架、后期融资和首次公开募股资本葡萄干，以进一步支持生态系统的发展。</blockquote></p><p> This is on the back of deal volumes and sizes reaching a peak since the fourth quarter of 2019. Currently, privatizations of Singapore Stock Exchange listings are 71% higher than the whole year 2020.</p><p><blockquote>这是由于交易量和规模达到2019年第四季度以来的峰值。目前，新加坡证券交易所上市的私有化比2020年全年高出71%。</blockquote></p><p> Deal volumes are notable in real estate in technology, so far this year. Meanwhile, US$20b of mergers and acquisitions transactions are still pending—an amount double of the deals that have already been completed. \"This indicates an acceleration of deal-related activity in [the second half], MayBank said.</p><p><blockquote>今年到目前为止，科技领域的房地产交易量引人注目。与此同时，仍有200亿美元的并购交易悬而未决，是已完成交易的两倍。马来亚银行表示：“这表明[下半年]交易相关活动加速。”</blockquote></p><p></p>","source":"lsy1618986048053","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>What are the four catalysts to an influx of business deals?<blockquote>商业交易涌入的四个催化剂是什么？</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nWhat are the four catalysts to an influx of business deals?<blockquote>商业交易涌入的四个催化剂是什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Singapore Business</strong><span class=\"h-time small\">2021-09-29 08:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Deal volumes and sizes are the highest since Q4 2019.</b> According to a report by Maybank Kim Eng, four key drivers were seen as catalysts for business deals in Singapore.</p><p><blockquote><b>交易量和规模创2019年第四季度以来最高。</b>根据Maybank Kim Eng的一份报告，四个关键驱动因素被视为新加坡商业交易的催化剂。</blockquote></p><p> These four catalysts lie in the pandemic-aided acceleration of structural shifts, distressed business models, integration of green business strategies, and government initiatives.</p><p><blockquote>这四个催化剂在于疫情帮助下的结构转变加速、陷入困境的商业模式、绿色商业战略的整合和政府举措。</blockquote></p><p> \"Underlying trends of digitalization and hybrid-work have accelerated due to COVID restrictions, and this is forcing businesses to adopt fresh strategies of service and product delivery,\" MayBank Kim Eng said.</p><p><blockquote>马来亚银行金英表示：“由于新冠疫情的限制，数字化和混合工作的基本趋势加速，这迫使企业采取新的服务和产品交付策略。”</blockquote></p><p> Also included in this restructuring is the movement to reach climate goals and de-risk their environmental, social, and governance exposures.</p><p><blockquote>此次重组还包括实现气候目标并降低环境、社会和治理风险的运动。</blockquote></p><p> Singapore’s government has also introduced initiatives, which include a special purpose acquisition company framework, funding for late-stage and initial public offering capital raisins to further support the ecosystem going forward.</p><p><blockquote>新加坡政府还推出了一些举措，包括特殊目的收购公司框架、后期融资和首次公开募股资本葡萄干，以进一步支持生态系统的发展。</blockquote></p><p> This is on the back of deal volumes and sizes reaching a peak since the fourth quarter of 2019. Currently, privatizations of Singapore Stock Exchange listings are 71% higher than the whole year 2020.</p><p><blockquote>这是由于交易量和规模达到2019年第四季度以来的峰值。目前，新加坡证券交易所上市的私有化比2020年全年高出71%。</blockquote></p><p> Deal volumes are notable in real estate in technology, so far this year. Meanwhile, US$20b of mergers and acquisitions transactions are still pending—an amount double of the deals that have already been completed. \"This indicates an acceleration of deal-related activity in [the second half], MayBank said.</p><p><blockquote>今年到目前为止，科技领域的房地产交易量引人注目。与此同时，仍有200亿美元的并购交易悬而未决，是已完成交易的两倍。马来亚银行表示：“这表明[下半年]交易相关活动加速。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://sbr.com.sg/economy/in-focus/what-are-four-catalysts-influx-business-deals\">Singapore Business</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":{"S68.SI":"新加坡交易所","STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/what-are-four-catalysts-influx-business-deals","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120355916","content_text":"Deal volumes and sizes are the highest since Q4 2019.\n\nAccording to a report by Maybank Kim Eng, four key drivers were seen as catalysts for business deals in Singapore.\nThese four catalysts lie in the pandemic-aided acceleration of structural shifts, distressed business models, integration of green business strategies, and government initiatives.\n\"Underlying trends of digitalization and hybrid-work have accelerated due to COVID restrictions, and this is forcing businesses to adopt fresh strategies of service and product delivery,\" MayBank Kim Eng said.\nAlso included in this restructuring is the movement to reach climate goals and de-risk their environmental, social, and governance exposures.\nSingapore’s government has also introduced initiatives, which include a special purpose acquisition company framework, funding for late-stage and initial public offering capital raisins to further support the ecosystem going forward.\nThis is on the back of deal volumes and sizes reaching a peak since the fourth quarter of 2019. Currently, privatizations of Singapore Stock Exchange listings are 71% higher than the whole year 2020.\nDeal volumes are notable in real estate in technology, so far this year. Meanwhile, US$20b of mergers and acquisitions transactions are still pending—an amount double of the deals that have already been completed. \"This indicates an acceleration of deal-related activity in [the second half], MayBank said.","news_type":1,"symbols_score_info":{"STI.SI":0.9,"S68.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}