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bkloh1981
bkloh1981
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2021-08-01
ok//
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2021-07-12
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bkloh1981
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2021-07-09
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bkloh1981
bkloh1981
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2021-07-06
ok
美股恐下跌黄金将上扬?“痛苦指数”早已说明一切
“经济痛苦指数”最早由美国经济学家欧肯提出,该指数通过将失业率和通货膨胀水平相加,以评估民众的实际经济压力,也是衡量经济滞胀程度的一个指标,并且该指数历来与美国股市、黄金价格呈高度相关性。 目前,伴随
美股恐下跌黄金将上扬?“痛苦指数”早已说明一切
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bkloh1981
bkloh1981
·
2021-07-06
哦哦
战配基金正式进入转型过渡期,今起可以赎回
自8月3日起转为LOF 据多只战略配售基金公告,基金封闭运作期届满后将进入转型过渡期,转型过渡期自2021年7月5日(含)起至2021年8月2日(含)止。转型过渡期期间,基金接受场内场外份额的赎回申
战配基金正式进入转型过渡期,今起可以赎回
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bkloh1981
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10:56","market":"fut","language":"zh","title":"美股恐下跌黄金将上扬?“痛苦指数”早已说明一切","url":"https://stock-news.laohu8.com/highlight/detail?id=1187560969","media":"智通财经 ","summary":"“经济痛苦指数”最早由美国经济学家欧肯提出,该指数通过将失业率和通货膨胀水平相加,以评估民众的实际经济压力,也是衡量经济滞胀程度的一个指标,并且该指数历来与美国股市、黄金价格呈高度相关性。\n目前,伴随","content":"<p>“经济痛苦指数”最早由美国经济学家欧肯提出,该指数通过将失业率和通货膨胀水平相加,以评估民众的实际经济压力,也是衡量经济滞胀程度的一个指标,并且该指数历来与美国股市、黄金价格呈高度相关性。</p>\n<p>目前,伴随通胀率、失业率一路飙升,标普500指数相对于黄金仍处于多年高位,这对黄金较为有利。下表显示了痛苦指数与标准普尔500指数/黄金比率之间的相关性,可以追溯到20世纪50年代。</p>\n<p><img src=\"https://static.tigerbbs.com/3ff22e419bd5b69016be3e16762e43f9\" tg-width=\"640\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>目前该比率相当高,远远高于痛苦指数的合理水平,此前出现过如此巨大差异的时间分别是1971年、1975年和2000年,此后几年时间里,标普表现都非常糟糕,黄金走强。</p>\n<p>下图显示了标普500指数/黄金比率相对于痛苦指数的高估或低估,以及随后的10年期回报率。</p>\n<p><img src=\"https://static.tigerbbs.com/40ddfffc958e0830c0084d07c49253c1\" tg-width=\"640\" tg-height=\"442\" referrerpolicy=\"no-referrer\"></p>\n<p>很明显,股票与黄金比率之间的关系是一个有趣的现象,并不足以作为投资决策,但更多的证据表明,相对于贵金属而言,美国股市将面临长期疲软,特别是在痛苦指数继续上升的情况下。</p>\n<p>支撑当前货币政策决策的一个假设是,通胀率和失业率之间存在反向关系。即如果失业率很高,反映了经济的疲软,而宽松的货币政策可以降低这种疲软,但代价是得忍受持续上升的通胀率。</p>\n<p>事实上,目前宽松的货币政策是通胀和失业率上升的一个关键因素——由于美联储愿意继续为巨额财政赤字提供资金,政客们几乎没有阻止增加支出,这就是为什么我们看到福利支出飙升,阻碍劳动力市场的复苏,同时推高通货膨胀。</p>\n<p>随着政府支出越来越多地由印钞而不是税收来提供资金,许多选民现在认为任何政党不愿增加社会支出的行为都是不道德的。因此,只要美国两党都不愿意削减开支,宽松的财政政策很有可能继续下去,可以预见的是金价将大幅跑赢美股。</p>\n<p>值得一提的时,富国证券近日也发出警告,称科技股清算的日子预计很快将到来,预计美股将大跌12%,敦促投资者获利了结。</p>","source":"highlight_zhitongcaijin","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>美股恐下跌黄金将上扬?“痛苦指数”早已说明一切</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股恐下跌黄金将上扬?“痛苦指数”早已说明一切\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 10:56 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/508013.html><strong>智通财经 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“经济痛苦指数”最早由美国经济学家欧肯提出,该指数通过将失业率和通货膨胀水平相加,以评估民众的实际经济压力,也是衡量经济滞胀程度的一个指标,并且该指数历来与美国股市、黄金价格呈高度相关性。\n目前,伴随通胀率、失业率一路飙升,标普500指数相对于黄金仍处于多年高位,这对黄金较为有利。下表显示了痛苦指数与标准普尔500指数/黄金比率之间的相关性,可以追溯到20世纪50年代。\n\n目前该比率相当高,远远...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/508013.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/508013.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1187560969","content_text":"“经济痛苦指数”最早由美国经济学家欧肯提出,该指数通过将失业率和通货膨胀水平相加,以评估民众的实际经济压力,也是衡量经济滞胀程度的一个指标,并且该指数历来与美国股市、黄金价格呈高度相关性。\n目前,伴随通胀率、失业率一路飙升,标普500指数相对于黄金仍处于多年高位,这对黄金较为有利。下表显示了痛苦指数与标准普尔500指数/黄金比率之间的相关性,可以追溯到20世纪50年代。\n\n目前该比率相当高,远远高于痛苦指数的合理水平,此前出现过如此巨大差异的时间分别是1971年、1975年和2000年,此后几年时间里,标普表现都非常糟糕,黄金走强。\n下图显示了标普500指数/黄金比率相对于痛苦指数的高估或低估,以及随后的10年期回报率。\n\n很明显,股票与黄金比率之间的关系是一个有趣的现象,并不足以作为投资决策,但更多的证据表明,相对于贵金属而言,美国股市将面临长期疲软,特别是在痛苦指数继续上升的情况下。\n支撑当前货币政策决策的一个假设是,通胀率和失业率之间存在反向关系。即如果失业率很高,反映了经济的疲软,而宽松的货币政策可以降低这种疲软,但代价是得忍受持续上升的通胀率。\n事实上,目前宽松的货币政策是通胀和失业率上升的一个关键因素——由于美联储愿意继续为巨额财政赤字提供资金,政客们几乎没有阻止增加支出,这就是为什么我们看到福利支出飙升,阻碍劳动力市场的复苏,同时推高通货膨胀。\n随着政府支出越来越多地由印钞而不是税收来提供资金,许多选民现在认为任何政党不愿增加社会支出的行为都是不道德的。因此,只要美国两党都不愿意削减开支,宽松的财政政策很有可能继续下去,可以预见的是金价将大幅跑赢美股。\n值得一提的时,富国证券近日也发出警告,称科技股清算的日子预计很快将到来,预计美股将大跌12%,敦促投资者获利了结。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154844674,"gmtCreate":1625503589198,"gmtModify":1633940152825,"author":{"id":"4087300083147710","authorId":"4087300083147710","name":"bkloh1981","avatar":"https://static.tigerbbs.com/cb66730db127d226356e0dcabc7aa977","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087300083147710","authorIdStr":"4087300083147710"},"themes":[],"htmlText":"哦哦","listText":"哦哦","text":"哦哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154844674","repostId":"1147080764","repostType":4,"repost":{"id":"1147080764","kind":"news","pubTimestamp":1625467780,"share":"https://www.laohu8.com/m/news/1147080764?lang=&edition=full","pubTime":"2021-07-05 14:49","market":"sh","language":"zh","title":"战配基金正式进入转型过渡期,今起可以赎回","url":"https://stock-news.laohu8.com/highlight/detail?id=1147080764","media":"华尔街见闻","summary":"自8月3日起转为LOF\n\n据多只战略配售基金公告,基金封闭运作期届满后将进入转型过渡期,转型过渡期自2021年7月5日(含)起至2021年8月2日(含)止。转型过渡期期间,基金接受场内场外份额的赎回申","content":"<blockquote>\n 自8月3日起转为LOF\n</blockquote>\n<p>据多只战略配售基金公告,基金封闭运作期届满后将进入转型过渡期,转型过渡期自2021年7月5日(含)起至2021年8月2日(含)止。转型过渡期期间,基金接受场内场外份额的赎回申请。</p>\n<p>在基金转型过渡期届满日的次日,即自2021年8月3日起,战略配售基金将更名为相关灵活配置基金或混合型基金。若投资者未选择将场内场外份额赎回或者将场内份额卖出,其持有的战略配售基金基金份额将自 2021 年 8 月 3 日起转为后者的基金份额。2021年8月3日起开始办理日常申购、赎回和定投业务。</p>\n<p>转型过渡期期间,基金的管理费相对较低。以招商战略配售为例,转型过渡期期间,按前一日基金资产净值的 0.1%年费率计提,托管费 按前一日基金资产净值的 0.03%的年费率计提。转型为招商瑞智优选灵活配置混合型证券投资基金(LOF)后,基金管理人的管理费 为 1.5%/年,基金托管人的托管费为 0.25%/年。</p>","source":"highlight_wallstreetcn","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\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n战配基金正式进入转型过渡期,今起可以赎回\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 14:49 北京时间 <a href=https://wallstreetcn.com/articles/3634570><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自8月3日起转为LOF\n\n据多只战略配售基金公告,基金封闭运作期届满后将进入转型过渡期,转型过渡期自2021年7月5日(含)起至2021年8月2日(含)止。转型过渡期期间,基金接受场内场外份额的赎回申请。\n在基金转型过渡期届满日的次日,即自2021年8月3日起,战略配售基金将更名为相关灵活配置基金或混合型基金。若投资者未选择将场内场外份额赎回或者将场内份额卖出,其持有的战略配售基金基金份额将自 ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634570\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c603aeaf04141e05699f2fa3225ac786","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3634570","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1147080764","content_text":"自8月3日起转为LOF\n\n据多只战略配售基金公告,基金封闭运作期届满后将进入转型过渡期,转型过渡期自2021年7月5日(含)起至2021年8月2日(含)止。转型过渡期期间,基金接受场内场外份额的赎回申请。\n在基金转型过渡期届满日的次日,即自2021年8月3日起,战略配售基金将更名为相关灵活配置基金或混合型基金。若投资者未选择将场内场外份额赎回或者将场内份额卖出,其持有的战略配售基金基金份额将自 2021 年 8 月 3 日起转为后者的基金份额。2021年8月3日起开始办理日常申购、赎回和定投业务。\n转型过渡期期间,基金的管理费相对较低。以招商战略配售为例,转型过渡期期间,按前一日基金资产净值的 0.1%年费率计提,托管费 按前一日基金资产净值的 0.03%的年费率计提。转型为招商瑞智优选灵活配置混合型证券投资基金(LOF)后,基金管理人的管理费 为 1.5%/年,基金托管人的托管费为 0.25%/年。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154845828,"gmtCreate":1625503383164,"gmtModify":1633940153660,"author":{"id":"4087300083147710","authorId":"4087300083147710","name":"bkloh1981","avatar":"https://static.tigerbbs.com/cb66730db127d226356e0dcabc7aa977","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087300083147710","authorIdStr":"4087300083147710"},"themes":[],"htmlText":"oo","listText":"oo","text":"oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154845828","repostId":"1158392841","repostType":4,"isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}