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triu
triu
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2021-10-20
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Why some say the worst of the supply chain woes are near an end<blockquote>为什么有人说供应链最糟糕的困境即将结束</blockquote>
New York (CNN Business) - Forget about The Grinch: It looks likesupply chain disruptionsmay steal Ch
Why some say the worst of the supply chain woes are near an end<blockquote>为什么有人说供应链最糟糕的困境即将结束</blockquote>
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triu
triu
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2021-10-02
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triu
triu
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2021-10-01
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华尔街三巨头：警惕未来这三个重大风险！<blockquote>华尔街三巨头：警惕未来这三个重大风险！</blockquote>
如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么?对此，ARK投资管理公司凯
华尔街三巨头：警惕未来这三个重大风险！<blockquote>华尔街三巨头：警惕未来这三个重大风险！</blockquote>
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triu
triu
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2021-10-01
Great ariticle, would you like to share it?
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triu
triu
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2021-10-01
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triu
triu
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2021-09-30
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triu
triu
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2021-09-28
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Despite Record Cargo Backlogs, Ports Of L.A. And Long Beach Still Don't Operate Around The Clock<blockquote>尽管货物积压创纪录，洛杉矶和长滩港口仍然无法全天候运营</blockquote>
Some of the busiest U.S. ports, including many in California, are still struggling with how to deal
Despite Record Cargo Backlogs, Ports Of L.A. And Long Beach Still Don't Operate Around The Clock<blockquote>尽管货物积压创纪录，洛杉矶和长滩港口仍然无法全天候运营</blockquote>
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triu
triu
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2021-09-26
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Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金将会爆炸；当市场发现这一点时，美元将会崩溃</blockquote>
Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed
Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金将会爆炸；当市场发现这一点时，美元将会崩溃</blockquote>
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triu
triu
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2021-09-23
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Stock Futures Point to Extended Rally, as Evergrande Payment Looms<blockquote>恒大支付迫在眉睫，股指期货有望延续涨势</blockquote>
Investors express cautious hope that trouble at indebted property giant China Evergrande can be cont
Stock Futures Point to Extended Rally, as Evergrande Payment Looms<blockquote>恒大支付迫在眉睫，股指期货有望延续涨势</blockquote>
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2021-09-23
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Forget about The Grinch: It looks likesupply chain disruptionsmay steal Ch","content":"<p><b>New York (CNN Business) - </b>Forget about The Grinch: It looks likesupply chain disruptionsmay steal Christmas this year. But will these problems be resolved by early 2022?</p><p><blockquote><b>纽约（CNN商业）——</b>忘掉格林奇吧：看起来供应链中断可能会偷走今年的圣诞节。但这些问题会在2022年初得到解决吗？</blockquote></p><p> Several retailers, manufacturers and economists have all warned that global supply chain constraints will lead to not only fewer discounts during the holidays but also result in a potential dearth of products on store shelves.</p><p><blockquote>多家零售商、制造商和经济学家都警告称，全球供应链限制不仅会导致假期折扣减少，还会导致商店货架上的产品可能短缺。</blockquote></p><p> Still, some executives and market experts think the worst may be over in just a few months.</p><p><blockquote>尽管如此，一些高管和市场专家认为，最糟糕的时期可能会在短短几个月内过去。</blockquote></p><p> JPMorgan Chase(JPM) CEO Jamie Dimon said during an earnings call with reporters last week that supply chain woes will be a distant memory by this time next year.</p><p><blockquote>摩根大通（JPM）首席执行官杰米·戴蒙（Jamie Dimon）上周在与记者举行的财报看涨期权上表示，到明年这个时候，供应链困境将成为遥远的记忆。</blockquote></p><p> \"There's a very good chance that a year from now that we won't be talking about supply chains at all,\" Dimon said.</p><p><blockquote>戴蒙表示：“一年后我们很有可能根本不会谈论供应链。”</blockquote></p><p> Others note that major companies and transportation operators are also taking steps to alleviate the problems.</p><p><blockquote>其他人指出，大公司和运输运营商也在采取措施缓解这些问题。</blockquote></p><p> Jack Janasiewicz, a portfolio strategist at Natixis Investment Managers, pointed out in an email that giant companies such as Toyota(TM),Samsung(SSNLF) and Intel(INTC) are planning to ramp up output during the final few months of the year, in part due to increased availability of key components.</p><p><blockquote>Natixis Investment Managers的投资组合策略师Jack Janasiewicz在一封电子邮件中指出，丰田(TM)、三星(SSNLF)和英特尔(INTC)等巨头公司正计划在今年最后几个月提高产量，部分原因是关键零部件的可用性增加。</blockquote></p><p> Major ports such as Long Beach and Los Angeles are also now looking to keep their operations open 24/7 to deal with supply chain bottlenecks.</p><p><blockquote>长滩和洛杉矶等主要港口现在也希望保持全天候运营，以应对供应链瓶颈。</blockquote></p><p> \"Congestion issues may be past peak, with the potential for greater fluidity and volume on the horizon,\" Citi analyst Christian Wetherbee said in a report last week. \"This is evident in early signs of decongestion at ports in the US and Asia.\"</p><p><blockquote>花旗分析师克里斯蒂安·韦瑟比(Christian Wetherbee)在上周的一份报告中表示：“拥堵问题可能已经过去，流动性和交易量可能会增加。”“这在美国和亚洲港口拥堵缓解的早期迹象中显而易见。”</blockquote></p><p> Meanwhile executives from Walmart(WMT),Target(TGT),FedEx(FDX) and UPS(UPS) met with President Joe Biden to try to find solutions for the problems impacting retailers and shippers.</p><p><blockquote>与此同时，沃尔玛(WMT)、塔吉特(TGT)、联邦快递(FDX)和联合包裹(UPS)的高管会见了总统乔·拜登，试图为影响零售商和托运人的问题找到解决方案。</blockquote></p><p> \"The global supply chain has been stretched remarkably thin,\" analysts at Jefferies said in a recent report. But they added that \"we may be already witnessing the worst of it,\" and the \"impact is likely to ease\" by the first half of 2022.</p><p><blockquote>杰富瑞(Jefferies)分析师在最近的一份报告中表示：“全球供应链已经非常薄弱。”但他们补充说，“我们可能已经目睹了最糟糕的情况”，到2022年上半年，“影响可能会缓解”。</blockquote></p><p> <b>Problems may persist longer than some companies expect</b></p><p><blockquote><b>问题持续的时间可能比一些公司预期的要长</b></blockquote></p><p> But it's possible some companies and strategists are being too optimistic.</p><p><blockquote>但一些公司和策略师可能过于乐观。</blockquote></p><p> Profits could take a hit due to shipping delays. There are also legitimate worries that the problems will lead to higher prices for the foreseeable future — and that some consumers may delay purchases of non-essential items as a result.</p><p><blockquote>由于运输延误，利润可能会受到打击。人们也有理由担心，在可预见的未来，这些问题将导致价格上涨，一些消费者可能会因此推迟购买非必需品。</blockquote></p><p> What's more, the issue isn't just about shipping overseas goods to the United States.Domestic truckers may not have enough capacity to handle all the products that need to go from ports to warehouses and stores.</p><p><blockquote>更重要的是，这个问题不仅仅是将海外商品运送到美国。国内卡车司机可能没有足够的能力来处理所有需要从港口到仓库和商店的产品。</blockquote></p><p> For example, European dairy and plant-based food conglomerate Danone(DANOY) warned of higher prices ahead in a sales call with analysts Tuesday. The main culprit: trucking-related issues.</p><p><blockquote>例如，欧洲乳制品和植物性食品集团达能(DANOY)周二在与分析师的销售看涨期权中警告称，未来价格将上涨。罪魁祸首：卡车运输相关问题。</blockquote></p><p> \"Part of the inflation we are seeing in the [second half] of this year is because of the transportation tensions. Let's be extremely clear because we see spot rates for trucks in the US at a record level,\" said Juergen Esser, Danone's chief financial, technology and data officer.</p><p><blockquote>达能首席执行官于尔根·埃塞尔(Juergen Esser)表示：“我们今年（下半年）看到的通胀部分原因是运输紧张。让我们非常明确，因为我们看到美国卡车的即期运价处于创纪录水平。”财务、技术和数据官。</blockquote></p><p> With that in mind, Esser said Danone could face higher transportation costs of about 7% to 9%. That will either wind up hurting investors with lower margins, or hurting consumers, who may find themselves paying more for yogurt at the supermarket.</p><p><blockquote>考虑到这一点，埃塞尔表示，达能可能面临约7%至9%的更高运输成本。这要么最终伤害利润率较低的投资者，要么伤害消费者，他们可能会发现自己在超市为酸奶支付更多费用。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why some say the worst of the supply chain woes are near an end<blockquote>为什么有人说供应链最糟糕的困境即将结束</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy some say the worst of the supply chain woes are near an end<blockquote>为什么有人说供应链最糟糕的困境即将结束</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-10-20 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>New York (CNN Business) - </b>Forget about The Grinch: It looks likesupply chain disruptionsmay steal Christmas this year. But will these problems be resolved by early 2022?</p><p><blockquote><b>纽约（CNN商业）——</b>忘掉格林奇吧：看起来供应链中断可能会偷走今年的圣诞节。但这些问题会在2022年初得到解决吗？</blockquote></p><p> Several retailers, manufacturers and economists have all warned that global supply chain constraints will lead to not only fewer discounts during the holidays but also result in a potential dearth of products on store shelves.</p><p><blockquote>多家零售商、制造商和经济学家都警告称，全球供应链限制不仅会导致假期折扣减少，还会导致商店货架上的产品可能短缺。</blockquote></p><p> Still, some executives and market experts think the worst may be over in just a few months.</p><p><blockquote>尽管如此，一些高管和市场专家认为，最糟糕的时期可能会在短短几个月内过去。</blockquote></p><p> JPMorgan Chase(JPM) CEO Jamie Dimon said during an earnings call with reporters last week that supply chain woes will be a distant memory by this time next year.</p><p><blockquote>摩根大通（JPM）首席执行官杰米·戴蒙（Jamie Dimon）上周在与记者举行的财报看涨期权上表示，到明年这个时候，供应链困境将成为遥远的记忆。</blockquote></p><p> \"There's a very good chance that a year from now that we won't be talking about supply chains at all,\" Dimon said.</p><p><blockquote>戴蒙表示：“一年后我们很有可能根本不会谈论供应链。”</blockquote></p><p> Others note that major companies and transportation operators are also taking steps to alleviate the problems.</p><p><blockquote>其他人指出，大公司和运输运营商也在采取措施缓解这些问题。</blockquote></p><p> Jack Janasiewicz, a portfolio strategist at Natixis Investment Managers, pointed out in an email that giant companies such as Toyota(TM),Samsung(SSNLF) and Intel(INTC) are planning to ramp up output during the final few months of the year, in part due to increased availability of key components.</p><p><blockquote>Natixis Investment Managers的投资组合策略师Jack Janasiewicz在一封电子邮件中指出，丰田(TM)、三星(SSNLF)和英特尔(INTC)等巨头公司正计划在今年最后几个月提高产量，部分原因是关键零部件的可用性增加。</blockquote></p><p> Major ports such as Long Beach and Los Angeles are also now looking to keep their operations open 24/7 to deal with supply chain bottlenecks.</p><p><blockquote>长滩和洛杉矶等主要港口现在也希望保持全天候运营，以应对供应链瓶颈。</blockquote></p><p> \"Congestion issues may be past peak, with the potential for greater fluidity and volume on the horizon,\" Citi analyst Christian Wetherbee said in a report last week. \"This is evident in early signs of decongestion at ports in the US and Asia.\"</p><p><blockquote>花旗分析师克里斯蒂安·韦瑟比(Christian Wetherbee)在上周的一份报告中表示：“拥堵问题可能已经过去，流动性和交易量可能会增加。”“这在美国和亚洲港口拥堵缓解的早期迹象中显而易见。”</blockquote></p><p> Meanwhile executives from Walmart(WMT),Target(TGT),FedEx(FDX) and UPS(UPS) met with President Joe Biden to try to find solutions for the problems impacting retailers and shippers.</p><p><blockquote>与此同时，沃尔玛(WMT)、塔吉特(TGT)、联邦快递(FDX)和联合包裹(UPS)的高管会见了总统乔·拜登，试图为影响零售商和托运人的问题找到解决方案。</blockquote></p><p> \"The global supply chain has been stretched remarkably thin,\" analysts at Jefferies said in a recent report. But they added that \"we may be already witnessing the worst of it,\" and the \"impact is likely to ease\" by the first half of 2022.</p><p><blockquote>杰富瑞(Jefferies)分析师在最近的一份报告中表示：“全球供应链已经非常薄弱。”但他们补充说，“我们可能已经目睹了最糟糕的情况”，到2022年上半年，“影响可能会缓解”。</blockquote></p><p> <b>Problems may persist longer than some companies expect</b></p><p><blockquote><b>问题持续的时间可能比一些公司预期的要长</b></blockquote></p><p> But it's possible some companies and strategists are being too optimistic.</p><p><blockquote>但一些公司和策略师可能过于乐观。</blockquote></p><p> Profits could take a hit due to shipping delays. There are also legitimate worries that the problems will lead to higher prices for the foreseeable future — and that some consumers may delay purchases of non-essential items as a result.</p><p><blockquote>由于运输延误，利润可能会受到打击。人们也有理由担心，在可预见的未来，这些问题将导致价格上涨，一些消费者可能会因此推迟购买非必需品。</blockquote></p><p> What's more, the issue isn't just about shipping overseas goods to the United States.Domestic truckers may not have enough capacity to handle all the products that need to go from ports to warehouses and stores.</p><p><blockquote>更重要的是，这个问题不仅仅是将海外商品运送到美国。国内卡车司机可能没有足够的能力来处理所有需要从港口到仓库和商店的产品。</blockquote></p><p> For example, European dairy and plant-based food conglomerate Danone(DANOY) warned of higher prices ahead in a sales call with analysts Tuesday. The main culprit: trucking-related issues.</p><p><blockquote>例如，欧洲乳制品和植物性食品集团达能(DANOY)周二在与分析师的销售看涨期权中警告称，未来价格将上涨。罪魁祸首：卡车运输相关问题。</blockquote></p><p> \"Part of the inflation we are seeing in the [second half] of this year is because of the transportation tensions. Let's be extremely clear because we see spot rates for trucks in the US at a record level,\" said Juergen Esser, Danone's chief financial, technology and data officer.</p><p><blockquote>达能首席执行官于尔根·埃塞尔(Juergen Esser)表示：“我们今年（下半年）看到的通胀部分原因是运输紧张。让我们非常明确，因为我们看到美国卡车的即期运价处于创纪录水平。”财务、技术和数据官。</blockquote></p><p> With that in mind, Esser said Danone could face higher transportation costs of about 7% to 9%. That will either wind up hurting investors with lower margins, or hurting consumers, who may find themselves paying more for yogurt at the supermarket.</p><p><blockquote>考虑到这一点，埃塞尔表示，达能可能面临约7%至9%的更高运输成本。这要么最终伤害利润率较低的投资者，要么伤害消费者，他们可能会发现自己在超市为酸奶支付更多费用。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/10/19/investing/supply-chain-economy/index.html\">CNN 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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://edition.cnn.com/2021/10/19/investing/supply-chain-economy/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126698054","content_text":"New York (CNN Business) - Forget about The Grinch: It looks likesupply chain disruptionsmay steal Christmas this year. But will these problems be resolved by early 2022?\nSeveral retailers, manufacturers and economists have all warned that global supply chain constraints will lead to not only fewer discounts during the holidays but also result in a potential dearth of products on store shelves.\nStill, some executives and market experts think the worst may be over in just a few months.\nJPMorgan Chase(JPM) CEO Jamie Dimon said during an earnings call with reporters last week that supply chain woes will be a distant memory by this time next year.\n\"There's a very good chance that a year from now that we won't be talking about supply chains at all,\" Dimon said.\nOthers note that major companies and transportation operators are also taking steps to alleviate the problems.\nJack Janasiewicz, a portfolio strategist at Natixis Investment Managers, pointed out in an email that giant companies such as Toyota(TM),Samsung(SSNLF) and Intel(INTC) are planning to ramp up output during the final few months of the year, in part due to increased availability of key components.\nMajor ports such as Long Beach and Los Angeles are also now looking to keep their operations open 24/7 to deal with supply chain bottlenecks.\n\"Congestion issues may be past peak, with the potential for greater fluidity and volume on the horizon,\" Citi analyst Christian Wetherbee said in a report last week. \"This is evident in early signs of decongestion at ports in the US and Asia.\"\nMeanwhile executives from Walmart(WMT),Target(TGT),FedEx(FDX) and UPS(UPS) met with President Joe Biden to try to find solutions for the problems impacting retailers and shippers.\n\"The global supply chain has been stretched remarkably thin,\" analysts at Jefferies said in a recent report. But they added that \"we may be already witnessing the worst of it,\" and the \"impact is likely to ease\" by the first half of 2022.\nProblems may persist longer than some companies expect\nBut it's possible some companies and strategists are being too optimistic.\nProfits could take a hit due to shipping delays. There are also legitimate worries that the problems will lead to higher prices for the foreseeable future — and that some consumers may delay purchases of non-essential items as a result.\nWhat's more, the issue isn't just about shipping overseas goods to the United States.Domestic truckers may not have enough capacity to handle all the products that need to go from ports to warehouses and stores.\nFor example, European dairy and plant-based food conglomerate Danone(DANOY) warned of higher prices ahead in a sales call with analysts Tuesday. The main culprit: trucking-related issues.\n\"Part of the inflation we are seeing in the [second half] of this year is because of the transportation tensions. Let's be extremely clear because we see spot rates for trucks in the US at a record level,\" said Juergen Esser, Danone's chief financial, technology and data officer.\nWith that in mind, Esser said Danone could face higher transportation costs of about 7% to 9%. That will either wind up hurting investors with lower margins, or hurting consumers, who may find themselves paying more for yogurt at the supermarket.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864737959,"gmtCreate":1633147350126,"gmtModify":1633147350327,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864737959","repostId":"1140422142","repostType":2,"isVote":1,"tweetType":1,"viewCount":3437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864172780,"gmtCreate":1633080559372,"gmtModify":1633080626513,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864172780","repostId":"2171895854","repostType":2,"repost":{"id":"2171895854","kind":"highlight","pubTimestamp":1633001951,"share":"https://www.laohu8.com/m/news/2171895854?lang=zh_CN&edition=full","pubTime":"2021-09-30 19:39","market":"us","language":"en","title":"华尔街三巨头：警惕未来这三个重大风险！<blockquote>华尔街三巨头：警惕未来这三个重大风险！</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2171895854","media":"智通财经网","summary":"如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么?对此，ARK投资管理公司凯","content":"<p>如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么?对此，ARK投资管理公司凯茜·伍德、安联集团首席经济顾问Mohamed El-Erian和Guggenheim Partners首席执行官Scott Minerd在近日接受采访时，分别给出了他们的观点。</p><p><blockquote>如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断，数不胜数。而相信在未来，风险依然不存在，因此，在未来的五到十年内，投资者最该关注的风险又将是什么？对此，ARK投资管理公司凯茜·伍德、安联集团首席经济顾问Mohamed El-Erian和Guggenheim Partners首席执行官Scott Minerd在近日接受采访时，分别给出了他们的观点。</blockquote></p><p> <b>凯茜·伍德：通货紧缩浪潮</b></p><p><blockquote><b>凯茜·伍德：货币紧缩浪潮</b></blockquote></p><p> 目前人们的基本假设是，市场正处于一个由供应链中断加剧的通胀时期。</p><p><blockquote>目前人们的基本假设是，市场正处于一个由供应链中断加剧的通胀时期。</blockquote></p><p> 不过，伍德认为，有三股主要的通缩力量正在酝酿之中。</p><p><blockquote>不过，伍德认为，有三股主要的通缩力量正在酝酿之中。</blockquote></p><p> “在创新方面，我们正处于一个前所未有的时期。如今，我们可以看到五个平台的技术创新正在同时发展：DNA测序、机器人、能源存储、人工智能和区块链技术。而所有这些都与通货紧缩相关。”</p><p><blockquote>“在创新方面，我们正处于一个前所未有的时期。如今，我们可以看到五个平台的技术创新正在同时发展：DNA测序、机器人、能源存储、人工智能和区块链技术。而所有这些都与货币紧缩相关。”</blockquote></p><p> 例如，在人工智能领域，培训成本每年下降68%，这表明未来将看到大量使用人工智能的产品繁荣。</p><p><blockquote>例如，在人工智能领域，培训成本每年下降68%，这表明未来将看到大量使用人工智能的产品繁荣。</blockquote></p><p> 还有DNA测序的成本。为了给第一个完整的人类基因组排序，人们在2003年花费了27亿美元和13年的计算能力。但在18年后，成本只需500美元和几个小时的计算能力，人类基因组测序的数量每增加一倍，成本就会下降40%。</p><p><blockquote>咱们有DNA测序的成本。为了完成第一个完整的人类基因组测序，人们在2003年花费了27亿美元和13年的计算能力。但在18年后，成本只需500美元和几个小时的计算能力，人类基因组测序的数量每增加一倍，成本就会下降40%。</blockquote></p><p> 这将改变医疗保健行业，帮助辨别哪些医疗保健资金被浪费。并且，伍德认为，如今有一半以上的医疗费用被浪费了。</p><p><blockquote>这将改变医疗保健行业，帮助辨别哪些医疗保健资金被浪费。并且，伍德认为，如今有一半以上的医疗费用被浪费了。</blockquote></p><p> 然后再到电动汽车和电池组系统技术。电动汽车销量每增加一倍，电池成本就会下降28%，这意味着每当销量翻番时，电动汽车的成本就会下降大约15%，而目前，市场现在正处于电动汽车在销量方面的初期阶段。</p><p><blockquote>然后再到电动汽车和电池组系统技术。电动汽车销量每增加一倍，电池成本就会下降28%，这意味着每当销量回升时，电动汽车的成本就会下降大约15%，而目前，市场目前正处于电动汽车销量方面的早期阶段。</blockquote></p><p> 另一个是工业机器人。机器人的数量每增加一倍，这方面的成本就会下降20%以上。</p><p><blockquote>另一个是工业机器人。机器人员的数量每增加一倍，这方面的成本就会下降20%以上。</blockquote></p><p> 不过，伍德称，这是属于好的通缩，它将导致经济活动的繁荣，至少在这些创新领域是如此。</p><p><blockquote>不过，伍德称，这属于很好的通缩，它将导致经济活动的繁荣，至少在这些创新领域是如此。</blockquote></p><p> 但这也有可能产生另一种坏的通缩。伍德表示，所谓坏的通缩，通常是因一些大型企业短视而造成的，利润没有用于投资未来，而是用来发放股利和回购股票，最后只能通过产品降价来还债，这种降价带来的通缩是极为不利的，相关公司也可能被未来的颠覆式创新力量淘汰。</p><p><blockquote>但这也有可能产生另一种坏的通缩。伍德表示，所谓坏的通缩，通常是因为一些大型企业短视而造成的，利润没有用于投资未来，而用来发行股利和回购股票，最后只能通过产品降价来还债，这种降价带来的通缩是极其不利的，相关公司也可能被未来的颠覆式创新力量淘汰。</blockquote></p><p> 另外，伍德还在周期性市场中看到了一些有趣的信号。</p><p><blockquote>此外，伍德还在周期性市场中看到了一些有趣的信号。</blockquote></p><p> 由于重建和对新房的需求，木材价格在去年飙升，涨至1700美元，但现在回落到600美元，伍德认为，这是一个领先指标。</p><p><blockquote>由于重建和对新房的需求，木材价格在去年飙升，涨至1700美元，但现在回落到600美元，伍德认为，这是一个领先指标。</blockquote></p><p> 目前，由于商品和服务价格的上涨速度快于收入的增长速度，消费者感到他们的购买力正在下降，这是经济放缓的一个原因。</p><p><blockquote>目前，由于商品和服务价格的上涨速度快于收入的增长速度，消费者感觉到他们的购买力正在下降，这是经济放缓的一个原因。</blockquote></p><p> 但更重要的是供应链的变化。在疫情爆发前，企业在大约一年到18个月的时间里一直在削减库存建设和资本支出。而当疫情来袭时，原本谨慎的企业纷纷刹车，而消费者因前几个月的储蓄率飙升，在大约一个月后开始消费刺激经济。</p><p><blockquote>但更重要的是供应链的变化。在疫情爆发前，企业在大约一年到18个月的时间里一直在削减库存建设和资本支出。而当疫情来袭时，原本谨慎的企业纷纷刹车，而消费者因前几个月的储蓄率飙升，在大约一个月后开始消费刺激经济。</blockquote></p><p> 因此，企业措手不及。由于供应未能满足需求，第二季度的库存清算接近破纪录水平，为了赶上需求，企业疯狂下订单囤积库存。这就是木材价格自5月中旬以来急剧下跌的原因。伍德认为：“一旦他们看到价格下降，他们就会撤回订单。因此，我认为，随着消费者从仅占消费三分之一的商品消费转向服务消费，商品和其他价格可能会大幅下跌。”</p><p><blockquote>为此，企业措手不及。由于供应无法满足需求，第二季度的库存清算接近破纪录水平，为了快速上需求，企业疯狂下订单囤积库存。这就是木材价格自5月中旬以来急剧下跌的原因。伍德认为：“一旦他们看到价格下降，他们就会撤回订单。因此，我认为，随着消费者从仅占消费三分之一的商品消费转向服务消费，商品和其他价格可能会大幅下跌。”</blockquote></p><p> <b>Mohamed El-Erian：不平等的世界</b></p><p><blockquote><b>Mohamed El-Erian：不平等的世界</b></blockquote></p><p> Mohamed El-Erian指出，其最担心的是国家内部和国家之间的不平等关系。“金融市场把它作为一个社会问题，而不是真正的经济或金融问题。新冠疫情已经造成了巨大的不平衡，但我们现在没有回到原点，而是在加剧不平等，并在扰乱我们社会的各种方面发挥的作用。”</p><p><blockquote>Mohamed El-Erian指出，其最担心的是国家内部和国家之间的不平等关系。“金融市场把它作为一个社会问题，而不是真正的经济或金融问题。新冠疫情已经造成了巨大的不平衡，但我们现在没有回到原点，而是在加剧不平等，并在扰乱我们社会的各个方面发挥作用。”</blockquote></p><p> 一个高度不平等的社会不是一个经济健康的社会，其中，Mohamed El-Erian更担心的是机会的不平等。</p><p><blockquote>一个高度不平等的社会不是一个经济健康的社会，其中，Mohamed El-Erian更担心的是机会的不平等。</blockquote></p><p> 首先，这将加剧财富不平等，因为应对新冠疫情的措施涉及美联储大规模注入流动性，以推高资产价格。这最终将令富人更富有，而底层人们并没有因此发生变化，甚至他们实际和潜在的财富和收入将会出现下降。</p><p><blockquote>首先，这将加剧财富不平等，因为应对新冠疫情的措施涉及美联储大规模注入流动性，以推高资产价格。这最终将使富人更富，而底层人们并没有因此发生变化，甚至他们实际和潜在的财富和收入将会出现下降。</blockquote></p><p> 此外，如果人们失业，就会突然出现技能错配的情况，目前，劳动力市场无法匹配的职位空缺达到了创纪录的水平。</p><p><blockquote>此外，如果人们失业，就会突然出现技能错配的情况，目前，劳动力市场无法匹配的职位空缺达到了创纪录的水平。</blockquote></p><p> Mohamed El-Erian表示：“在经济方面，目前的总需求似乎仍然不足，这是富人获得更多收入和财富后，消费减少的一种奇特说法。而穷人倾向于消费更多，如果增量收入和财富都流向了富人，那么就会出现需求问题，也就是说会出现经济增长问题。”</p><p><blockquote>Mohamed El-Erian表明：“在经济方面，目前的总需求似乎仍然不足，这是富人获得更多收入和财富后，消费减少的一种奇特说法。而穷人倾向于消费更多，如果增加的收入和财富都流向了富人，那么就会出现需求问题，也就会出现经济增长问题。”</blockquote></p><p> 最后，Mohamed El-Erian认为，这个问题的解决办法就是投资于人力和物力基础设施。</p><p><blockquote>最后，Mohamed El-Erian认为，这个问题的解决办法就是投资于人力和物力基础设施。</blockquote></p><p> <b>Scott Minerd：逍遥法外的黑客</b></p><p><blockquote><b>Scott Minerd：逍遥法外的黑客</b></blockquote></p><p> Scott Minerd认为，市场第一大风险是全球支付系统的可持续性，而可持续性的关键是保持全球支付系统的运行。</p><p><blockquote>Scott Minerd认为，市场第一大风险是全球支付系统的可持续性，而可持续性的关键是保持全球支付系统的运行。</blockquote></p><p> Scott Minerd称，其主要针对的对象是像Fedwire，还有DTCC、SWIFT和欧洲结算系统等的全球支付系统。</p><p><blockquote>Scott Minerd称，其主要针对的对象是像Fedwire，还有DTCC、SWIFT和欧洲结算系统等的全球支付系统。</blockquote></p><p> 他认为，如果这些系统被同步攻击，全球金融市场基本上就会崩溃。市场的第一反应可能是证券价格会暴跌，第二反应是全球可能不得不关闭所有的交易所，以便找到恢复支付系统的方法。</p><p><blockquote>他认为，如果这些系统被同步攻击，全球金融市场基本上就会崩塌。市场的第一反应可能是证券价格会暴跌，第二反应是全球可能不得不关闭所有的交易所，以便找到恢复支付系统的方法。</blockquote></p><p> 然而，Scott Minerd称：“关于全球支付系统，让我感到困扰的是，我认为没有人关注它。”</p><p><blockquote>然而，Scott Minerd称：“关于全球支付系统，让我感到困扰的是，我认为没有人关注它。”</blockquote></p><p> “我认为[发生这种事]的可能性很高，甚至超过50%。我曾经被指责说我实际上是在警告恐怖分子和其他政府如何攻击我们。但很可能他们已经在考虑这个问题了。”</p><p><blockquote>“我认为[发生这种事情]的可能性很高，甚至超过50%。我曾被指责说我实际上是在警告恐怖分子和其他政府如何攻击我们。但很可能他们已经在考虑这个问题了。”</blockquote></p><p> “在美联储，当我和他们谈话时，他们不会对此发表评论。对此有两种解释:他们只是觉得事情没那么严重，或者他们认为事情太严重了，所以不想说什么。”</p><p><blockquote>“在美联储，当我和他们谈话时，他们不会对此发表评论。对此有两种解释：他们只是觉得事情没那么严重，或者他们认为事情太严重了，所以不想说什么。”</blockquote></p><p> Scott Minerd认为，这需要高度的国际合作评估风险，并找出如何在短期内强化现有的系统，以及在长期内使其现代化。</p><p><blockquote>Scott Minerd认为，这需要高度的国际合作评估风险，并找出如何在短期内加强现有的系统，以及在长期内使其现代化。</blockquote></p><p> “这需要新一代的技术，而在短期内，中央银行，交易所等需要仔细检查他们的系统，不仅仅是他们的系统，还需要仔细检查系统的互联性以及连接的安全性。”</p><p><blockquote>“这需要新一代的技术，而在短期内，中央银行、交易所等需要孩子细检查他们的系统，不仅仅是他们的系统，还需要孩子细检查系统的互联性以及连接的安全性。”</blockquote></p><p> 最后，Scott Minerd称，美国政府将在(创建一个新体系)中发挥巨大作用，因为美国是世界金融中心。不过他认为，美国并不会立即采取行动。</p><p><blockquote>最后，scottminerd称，美国政府将在（创建一个新体系）中发挥巨大作用，因为美国是世界金融中心。不过他认为，美国并不会立即采取行动。</blockquote></p><p></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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{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\">\n华尔街三巨头：警惕未来这三个重大风险！<blockquote>华尔街三巨头：警惕未来这三个重大风险！</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2021-09-30 19:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么?对此，ARK投资管理公司凯茜·伍德、安联集团首席经济顾问Mohamed El-Erian和Guggenheim Partners首席执行官Scott Minerd在近日接受采访时，分别给出了他们的观点。</p><p><blockquote>如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断，数不胜数。而相信在未来，风险依然不存在，因此，在未来的五到十年内，投资者最该关注的风险又将是什么？对此，ARK投资管理公司凯茜·伍德、安联集团首席经济顾问Mohamed El-Erian和Guggenheim Partners首席执行官Scott Minerd在近日接受采访时，分别给出了他们的观点。</blockquote></p><p> <b>凯茜·伍德：通货紧缩浪潮</b></p><p><blockquote><b>凯茜·伍德：货币紧缩浪潮</b></blockquote></p><p> 目前人们的基本假设是，市场正处于一个由供应链中断加剧的通胀时期。</p><p><blockquote>目前人们的基本假设是，市场正处于一个由供应链中断加剧的通胀时期。</blockquote></p><p> 不过，伍德认为，有三股主要的通缩力量正在酝酿之中。</p><p><blockquote>不过，伍德认为，有三股主要的通缩力量正在酝酿之中。</blockquote></p><p> “在创新方面，我们正处于一个前所未有的时期。如今，我们可以看到五个平台的技术创新正在同时发展：DNA测序、机器人、能源存储、人工智能和区块链技术。而所有这些都与通货紧缩相关。”</p><p><blockquote>“在创新方面，我们正处于一个前所未有的时期。如今，我们可以看到五个平台的技术创新正在同时发展：DNA测序、机器人、能源存储、人工智能和区块链技术。而所有这些都与货币紧缩相关。”</blockquote></p><p> 例如，在人工智能领域，培训成本每年下降68%，这表明未来将看到大量使用人工智能的产品繁荣。</p><p><blockquote>例如，在人工智能领域，培训成本每年下降68%，这表明未来将看到大量使用人工智能的产品繁荣。</blockquote></p><p> 还有DNA测序的成本。为了给第一个完整的人类基因组排序，人们在2003年花费了27亿美元和13年的计算能力。但在18年后，成本只需500美元和几个小时的计算能力，人类基因组测序的数量每增加一倍，成本就会下降40%。</p><p><blockquote>咱们有DNA测序的成本。为了完成第一个完整的人类基因组测序，人们在2003年花费了27亿美元和13年的计算能力。但在18年后，成本只需500美元和几个小时的计算能力，人类基因组测序的数量每增加一倍，成本就会下降40%。</blockquote></p><p> 这将改变医疗保健行业，帮助辨别哪些医疗保健资金被浪费。并且，伍德认为，如今有一半以上的医疗费用被浪费了。</p><p><blockquote>这将改变医疗保健行业，帮助辨别哪些医疗保健资金被浪费。并且，伍德认为，如今有一半以上的医疗费用被浪费了。</blockquote></p><p> 然后再到电动汽车和电池组系统技术。电动汽车销量每增加一倍，电池成本就会下降28%，这意味着每当销量翻番时，电动汽车的成本就会下降大约15%，而目前，市场现在正处于电动汽车在销量方面的初期阶段。</p><p><blockquote>然后再到电动汽车和电池组系统技术。电动汽车销量每增加一倍，电池成本就会下降28%，这意味着每当销量回升时，电动汽车的成本就会下降大约15%，而目前，市场目前正处于电动汽车销量方面的早期阶段。</blockquote></p><p> 另一个是工业机器人。机器人的数量每增加一倍，这方面的成本就会下降20%以上。</p><p><blockquote>另一个是工业机器人。机器人员的数量每增加一倍，这方面的成本就会下降20%以上。</blockquote></p><p> 不过，伍德称，这是属于好的通缩，它将导致经济活动的繁荣，至少在这些创新领域是如此。</p><p><blockquote>不过，伍德称，这属于很好的通缩，它将导致经济活动的繁荣，至少在这些创新领域是如此。</blockquote></p><p> 但这也有可能产生另一种坏的通缩。伍德表示，所谓坏的通缩，通常是因一些大型企业短视而造成的，利润没有用于投资未来，而是用来发放股利和回购股票，最后只能通过产品降价来还债，这种降价带来的通缩是极为不利的，相关公司也可能被未来的颠覆式创新力量淘汰。</p><p><blockquote>但这也有可能产生另一种坏的通缩。伍德表示，所谓坏的通缩，通常是因为一些大型企业短视而造成的，利润没有用于投资未来，而用来发行股利和回购股票，最后只能通过产品降价来还债，这种降价带来的通缩是极其不利的，相关公司也可能被未来的颠覆式创新力量淘汰。</blockquote></p><p> 另外，伍德还在周期性市场中看到了一些有趣的信号。</p><p><blockquote>此外，伍德还在周期性市场中看到了一些有趣的信号。</blockquote></p><p> 由于重建和对新房的需求，木材价格在去年飙升，涨至1700美元，但现在回落到600美元，伍德认为，这是一个领先指标。</p><p><blockquote>由于重建和对新房的需求，木材价格在去年飙升，涨至1700美元，但现在回落到600美元，伍德认为，这是一个领先指标。</blockquote></p><p> 目前，由于商品和服务价格的上涨速度快于收入的增长速度，消费者感到他们的购买力正在下降，这是经济放缓的一个原因。</p><p><blockquote>目前，由于商品和服务价格的上涨速度快于收入的增长速度，消费者感觉到他们的购买力正在下降，这是经济放缓的一个原因。</blockquote></p><p> 但更重要的是供应链的变化。在疫情爆发前，企业在大约一年到18个月的时间里一直在削减库存建设和资本支出。而当疫情来袭时，原本谨慎的企业纷纷刹车，而消费者因前几个月的储蓄率飙升，在大约一个月后开始消费刺激经济。</p><p><blockquote>但更重要的是供应链的变化。在疫情爆发前，企业在大约一年到18个月的时间里一直在削减库存建设和资本支出。而当疫情来袭时，原本谨慎的企业纷纷刹车，而消费者因前几个月的储蓄率飙升，在大约一个月后开始消费刺激经济。</blockquote></p><p> 因此，企业措手不及。由于供应未能满足需求，第二季度的库存清算接近破纪录水平，为了赶上需求，企业疯狂下订单囤积库存。这就是木材价格自5月中旬以来急剧下跌的原因。伍德认为：“一旦他们看到价格下降，他们就会撤回订单。因此，我认为，随着消费者从仅占消费三分之一的商品消费转向服务消费，商品和其他价格可能会大幅下跌。”</p><p><blockquote>为此，企业措手不及。由于供应无法满足需求，第二季度的库存清算接近破纪录水平，为了快速上需求，企业疯狂下订单囤积库存。这就是木材价格自5月中旬以来急剧下跌的原因。伍德认为：“一旦他们看到价格下降，他们就会撤回订单。因此，我认为，随着消费者从仅占消费三分之一的商品消费转向服务消费，商品和其他价格可能会大幅下跌。”</blockquote></p><p> <b>Mohamed El-Erian：不平等的世界</b></p><p><blockquote><b>Mohamed El-Erian：不平等的世界</b></blockquote></p><p> Mohamed El-Erian指出，其最担心的是国家内部和国家之间的不平等关系。“金融市场把它作为一个社会问题，而不是真正的经济或金融问题。新冠疫情已经造成了巨大的不平衡，但我们现在没有回到原点，而是在加剧不平等，并在扰乱我们社会的各种方面发挥的作用。”</p><p><blockquote>Mohamed El-Erian指出，其最担心的是国家内部和国家之间的不平等关系。“金融市场把它作为一个社会问题，而不是真正的经济或金融问题。新冠疫情已经造成了巨大的不平衡，但我们现在没有回到原点，而是在加剧不平等，并在扰乱我们社会的各个方面发挥作用。”</blockquote></p><p> 一个高度不平等的社会不是一个经济健康的社会，其中，Mohamed El-Erian更担心的是机会的不平等。</p><p><blockquote>一个高度不平等的社会不是一个经济健康的社会，其中，Mohamed El-Erian更担心的是机会的不平等。</blockquote></p><p> 首先，这将加剧财富不平等，因为应对新冠疫情的措施涉及美联储大规模注入流动性，以推高资产价格。这最终将令富人更富有，而底层人们并没有因此发生变化，甚至他们实际和潜在的财富和收入将会出现下降。</p><p><blockquote>首先，这将加剧财富不平等，因为应对新冠疫情的措施涉及美联储大规模注入流动性，以推高资产价格。这最终将使富人更富，而底层人们并没有因此发生变化，甚至他们实际和潜在的财富和收入将会出现下降。</blockquote></p><p> 此外，如果人们失业，就会突然出现技能错配的情况，目前，劳动力市场无法匹配的职位空缺达到了创纪录的水平。</p><p><blockquote>此外，如果人们失业，就会突然出现技能错配的情况，目前，劳动力市场无法匹配的职位空缺达到了创纪录的水平。</blockquote></p><p> Mohamed El-Erian表示：“在经济方面，目前的总需求似乎仍然不足，这是富人获得更多收入和财富后，消费减少的一种奇特说法。而穷人倾向于消费更多，如果增量收入和财富都流向了富人，那么就会出现需求问题，也就是说会出现经济增长问题。”</p><p><blockquote>Mohamed El-Erian表明：“在经济方面，目前的总需求似乎仍然不足，这是富人获得更多收入和财富后，消费减少的一种奇特说法。而穷人倾向于消费更多，如果增加的收入和财富都流向了富人，那么就会出现需求问题，也就会出现经济增长问题。”</blockquote></p><p> 最后，Mohamed El-Erian认为，这个问题的解决办法就是投资于人力和物力基础设施。</p><p><blockquote>最后，Mohamed El-Erian认为，这个问题的解决办法就是投资于人力和物力基础设施。</blockquote></p><p> <b>Scott Minerd：逍遥法外的黑客</b></p><p><blockquote><b>Scott Minerd：逍遥法外的黑客</b></blockquote></p><p> Scott Minerd认为，市场第一大风险是全球支付系统的可持续性，而可持续性的关键是保持全球支付系统的运行。</p><p><blockquote>Scott Minerd认为，市场第一大风险是全球支付系统的可持续性，而可持续性的关键是保持全球支付系统的运行。</blockquote></p><p> Scott Minerd称，其主要针对的对象是像Fedwire，还有DTCC、SWIFT和欧洲结算系统等的全球支付系统。</p><p><blockquote>Scott Minerd称，其主要针对的对象是像Fedwire，还有DTCC、SWIFT和欧洲结算系统等的全球支付系统。</blockquote></p><p> 他认为，如果这些系统被同步攻击，全球金融市场基本上就会崩溃。市场的第一反应可能是证券价格会暴跌，第二反应是全球可能不得不关闭所有的交易所，以便找到恢复支付系统的方法。</p><p><blockquote>他认为，如果这些系统被同步攻击，全球金融市场基本上就会崩塌。市场的第一反应可能是证券价格会暴跌，第二反应是全球可能不得不关闭所有的交易所，以便找到恢复支付系统的方法。</blockquote></p><p> 然而，Scott Minerd称：“关于全球支付系统，让我感到困扰的是，我认为没有人关注它。”</p><p><blockquote>然而，Scott Minerd称：“关于全球支付系统，让我感到困扰的是，我认为没有人关注它。”</blockquote></p><p> “我认为[发生这种事]的可能性很高，甚至超过50%。我曾经被指责说我实际上是在警告恐怖分子和其他政府如何攻击我们。但很可能他们已经在考虑这个问题了。”</p><p><blockquote>“我认为[发生这种事情]的可能性很高，甚至超过50%。我曾被指责说我实际上是在警告恐怖分子和其他政府如何攻击我们。但很可能他们已经在考虑这个问题了。”</blockquote></p><p> “在美联储，当我和他们谈话时，他们不会对此发表评论。对此有两种解释:他们只是觉得事情没那么严重，或者他们认为事情太严重了，所以不想说什么。”</p><p><blockquote>“在美联储，当我和他们谈话时，他们不会对此发表评论。对此有两种解释：他们只是觉得事情没那么严重，或者他们认为事情太严重了，所以不想说什么。”</blockquote></p><p> Scott Minerd认为，这需要高度的国际合作评估风险，并找出如何在短期内强化现有的系统，以及在长期内使其现代化。</p><p><blockquote>Scott Minerd认为，这需要高度的国际合作评估风险，并找出如何在短期内加强现有的系统，以及在长期内使其现代化。</blockquote></p><p> “这需要新一代的技术，而在短期内，中央银行，交易所等需要仔细检查他们的系统，不仅仅是他们的系统，还需要仔细检查系统的互联性以及连接的安全性。”</p><p><blockquote>“这需要新一代的技术，而在短期内，中央银行、交易所等需要孩子细检查他们的系统，不仅仅是他们的系统，还需要孩子细检查系统的互联性以及连接的安全性。”</blockquote></p><p> 最后，Scott Minerd称，美国政府将在(创建一个新体系)中发挥巨大作用，因为美国是世界金融中心。不过他认为，美国并不会立即采取行动。</p><p><blockquote>最后，scottminerd称，美国政府将在（创建一个新体系）中发挥巨大作用，因为美国是世界金融中心。不过他认为，美国并不会立即采取行动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.zhitongcaijing.com/content/detail/569252.html\">智通财经网</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":"https://static.tigerbbs.com/78040bab474704becb26ec81f126aab7","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/569252.html","is_english":true,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2171895854","content_text":"如今，在新冠疫情和通胀等冲击下，当前投资者和全球经济面临的风险接连不断、数不胜数。而相信在未来，风险依旧无处不在，因此，在接下来的五到十年内，投资者最该关注的风险又将是什么?对此，ARK投资管理公司凯茜·伍德、安联集团首席经济顾问Mohamed El-Erian和Guggenheim Partners首席执行官Scott Minerd在近日接受采访时，分别给出了他们的观点。\n凯茜·伍德：通货紧缩浪潮\n目前人们的基本假设是，市场正处于一个由供应链中断加剧的通胀时期。\n不过，伍德认为，有三股主要的通缩力量正在酝酿之中。\n“在创新方面，我们正处于一个前所未有的时期。如今，我们可以看到五个平台的技术创新正在同时发展：DNA测序、机器人、能源存储、人工智能和区块链技术。而所有这些都与通货紧缩相关。”\n例如，在人工智能领域，培训成本每年下降68%，这表明未来将看到大量使用人工智能的产品繁荣。\n还有DNA测序的成本。为了给第一个完整的人类基因组排序，人们在2003年花费了27亿美元和13年的计算能力。但在18年后，成本只需500美元和几个小时的计算能力，人类基因组测序的数量每增加一倍，成本就会下降40%。\n这将改变医疗保健行业，帮助辨别哪些医疗保健资金被浪费。并且，伍德认为，如今有一半以上的医疗费用被浪费了。\n然后再到电动汽车和电池组系统技术。电动汽车销量每增加一倍，电池成本就会下降28%，这意味着每当销量翻番时，电动汽车的成本就会下降大约15%，而目前，市场现在正处于电动汽车在销量方面的初期阶段。\n另一个是工业机器人。机器人的数量每增加一倍，这方面的成本就会下降20%以上。\n不过，伍德称，这是属于好的通缩，它将导致经济活动的繁荣，至少在这些创新领域是如此。\n但这也有可能产生另一种坏的通缩。伍德表示，所谓坏的通缩，通常是因一些大型企业短视而造成的，利润没有用于投资未来，而是用来发放股利和回购股票，最后只能通过产品降价来还债，这种降价带来的通缩是极为不利的，相关公司也可能被未来的颠覆式创新力量淘汰。\n另外，伍德还在周期性市场中看到了一些有趣的信号。\n由于重建和对新房的需求，木材价格在去年飙升，涨至1700美元，但现在回落到600美元，伍德认为，这是一个领先指标。\n目前，由于商品和服务价格的上涨速度快于收入的增长速度，消费者感到他们的购买力正在下降，这是经济放缓的一个原因。\n但更重要的是供应链的变化。在疫情爆发前，企业在大约一年到18个月的时间里一直在削减库存建设和资本支出。而当疫情来袭时，原本谨慎的企业纷纷刹车，而消费者因前几个月的储蓄率飙升，在大约一个月后开始消费刺激经济。\n因此，企业措手不及。由于供应未能满足需求，第二季度的库存清算接近破纪录水平，为了赶上需求，企业疯狂下订单囤积库存。这就是木材价格自5月中旬以来急剧下跌的原因。伍德认为：“一旦他们看到价格下降，他们就会撤回订单。因此，我认为，随着消费者从仅占消费三分之一的商品消费转向服务消费，商品和其他价格可能会大幅下跌。”\nMohamed El-Erian：不平等的世界\nMohamed El-Erian指出，其最担心的是国家内部和国家之间的不平等关系。“金融市场把它作为一个社会问题，而不是真正的经济或金融问题。新冠疫情已经造成了巨大的不平衡，但我们现在没有回到原点，而是在加剧不平等，并在扰乱我们社会的各种方面发挥的作用。”\n一个高度不平等的社会不是一个经济健康的社会，其中，Mohamed El-Erian更担心的是机会的不平等。\n首先，这将加剧财富不平等，因为应对新冠疫情的措施涉及美联储大规模注入流动性，以推高资产价格。这最终将令富人更富有，而底层人们并没有因此发生变化，甚至他们实际和潜在的财富和收入将会出现下降。\n此外，如果人们失业，就会突然出现技能错配的情况，目前，劳动力市场无法匹配的职位空缺达到了创纪录的水平。\nMohamed El-Erian表示：“在经济方面，目前的总需求似乎仍然不足，这是富人获得更多收入和财富后，消费减少的一种奇特说法。而穷人倾向于消费更多，如果增量收入和财富都流向了富人，那么就会出现需求问题，也就是说会出现经济增长问题。”\n最后，Mohamed El-Erian认为，这个问题的解决办法就是投资于人力和物力基础设施。\nScott Minerd：逍遥法外的黑客\nScott Minerd认为，市场第一大风险是全球支付系统的可持续性，而可持续性的关键是保持全球支付系统的运行。\nScott Minerd称，其主要针对的对象是像Fedwire，还有DTCC、SWIFT和欧洲结算系统等的全球支付系统。\n他认为，如果这些系统被同步攻击，全球金融市场基本上就会崩溃。市场的第一反应可能是证券价格会暴跌，第二反应是全球可能不得不关闭所有的交易所，以便找到恢复支付系统的方法。\n然而，Scott Minerd称：“关于全球支付系统，让我感到困扰的是，我认为没有人关注它。”\n“我认为[发生这种事]的可能性很高，甚至超过50%。我曾经被指责说我实际上是在警告恐怖分子和其他政府如何攻击我们。但很可能他们已经在考虑这个问题了。”\n“在美联储，当我和他们谈话时，他们不会对此发表评论。对此有两种解释:他们只是觉得事情没那么严重，或者他们认为事情太严重了，所以不想说什么。”\nScott Minerd认为，这需要高度的国际合作评估风险，并找出如何在短期内强化现有的系统，以及在长期内使其现代化。\n“这需要新一代的技术，而在短期内，中央银行，交易所等需要仔细检查他们的系统，不仅仅是他们的系统，还需要仔细检查系统的互联性以及连接的安全性。”\n最后，Scott Minerd称，美国政府将在(创建一个新体系)中发挥巨大作用，因为美国是世界金融中心。不过他认为，美国并不会立即采取行动。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864172257,"gmtCreate":1633080543944,"gmtModify":1633080625454,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864172257","repostId":"1194635458","repostType":2,"isVote":1,"tweetType":1,"viewCount":3260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864172807,"gmtCreate":1633080536913,"gmtModify":1633080624683,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864172807","repostId":"1194635458","repostType":2,"isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865253784,"gmtCreate":1632990904581,"gmtModify":1632990904740,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"htmlText":"Likd","listText":"Likd","text":"Likd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865253784","repostId":"1189381801","repostType":2,"isVote":1,"tweetType":1,"viewCount":3402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866426619,"gmtCreate":1632798387931,"gmtModify":1632798387931,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866426619","repostId":"1154590665","repostType":2,"repost":{"id":"1154590665","kind":"news","pubTimestamp":1632790801,"share":"https://www.laohu8.com/m/news/1154590665?lang=zh_CN&edition=full","pubTime":"2021-09-28 09:00","market":"us","language":"en","title":"Despite Record Cargo Backlogs, Ports Of L.A. And Long Beach Still Don't Operate Around The Clock<blockquote>尽管货物积压创纪录，洛杉矶和长滩港口仍然无法全天候运营</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154590665","media":"zerohedge","summary":"Some of the busiest U.S. ports, including many in California, are still struggling with how to deal ","content":"<p>Some of the busiest U.S. ports, including many in California, are still struggling with how to deal with significant cargo backlogs.</p><p><blockquote>美国一些最繁忙的港口，包括加利福尼亚州的许多港口，仍在努力应对大量货物积压。</blockquote></p><p> Yet, despite the backlog, the busiest U.S. port still shuts down for hours on most days and is closed on Sundays,the Wall Street Journal reports. \"Tens of thousands\" of containers remain stuck at the ports of Los Angeles and Long Beach. More than 60 ships are lined up to dock, the report says.</p><p><blockquote>然而，据《华尔街日报》报道，尽管积压，美国最繁忙的港口在大多数日子里仍然关闭数小时，周日也关闭。“数万”集装箱仍滞留在洛杉矶和长滩港口。报道称，60多艘船排队停靠码头。</blockquote></p><p> More than 25% of all American imports pass through one of the two ports. LA and Long Beach collectively manage 13 private container terminals. Long Beach officials finally said last week they would try operating 24 hours a day between Monday and Thursday. LA says it's going to keep existing hours and wait for the rest of the supply chain to extend their hours first.</p><p><blockquote>超过25%的美国进口商品通过这两个港口之一。洛杉矶和长滩共同管理着13个私人集装箱码头。长滩官员上周终于表示，他们将尝试在周一至周四之间每天24小时运营。洛杉矶表示，将保持现有工作时间，并等待供应链的其他部分先延长工作时间。</blockquote></p><p> Gene Seroka, executive director of the larger Port of Los Angeles, said: “It has been nearly impossible to get everyone on the same page towards 24/7 operations.”</p><p><blockquote>洛杉矶较大港口的执行董事吉恩·塞罗卡(Gene Seroka)表示：“几乎不可能让每个人都在24/7运营方面达成一致。”</blockquote></p><p> Ports in places like Asia and Europe, for contrast, have operated around the clock \"for years\", the report notes.</p><p><blockquote>报告指出，相比之下，亚洲和欧洲等地的港口“多年来”一直在全天候运营。</blockquote></p><p> Uffe Ostergaard, president of the North America region for German boxship operator Hapag-Lloyd AG said: “With the current work schedule you have two big ports operating at 60%-70% of their capacity. That’s a huge operational disadvantage.”</p><p><blockquote>德国集装箱船运营商赫伯罗特股份公司北美地区总裁乌菲·奥斯特加德(Uffe Ostergaard)表示：“按照目前的工作时间表，两个大型港口的运营能力为60%-70%。这是一个巨大的运营劣势。”</blockquote></p><p> As the shortage continues, all members of the supply chain including truckers, warehouse operators and railways, are blaming each other for the shortages of products. All parts of the supply chain are also struggling with a shortage of labor.</p><p><blockquote>随着短缺的持续，供应链的所有成员，包括卡车司机、仓库运营商和铁路，都在互相指责产品短缺。供应链的各个部分也都在与劳动力短缺作斗争。</blockquote></p><p> A longshore shift at either of the two ports used to be either 8AM to 4PM or 6PM to 3AM. Overnight shifts of 5 hours were \"rarely used\" because they are up to 50% more expensive, the report says.</p><p><blockquote>这两个港口的码头班次过去是上午8点至下午4点或下午6点至凌晨3点。报告称，5小时的夜班“很少使用”，因为它们的成本高达50%。</blockquote></p><p> The International Longshore and Warehouse Union says their members will work a third shift, but only after the pileup of containers is fetched out of the port so there is space.</p><p><blockquote>国际码头和仓库联盟表示，他们的成员将进行第三班工作，但前提是堆积如山的集装箱被运出港口，以便有空间。</blockquote></p><p> Frank Ponce De Leon, a coast committeeman at the ILWU, said: “Congestion won’t be fixed until everyone steps up and does their part. The terminal operators have been underutilizing their option to hire us for the third shift.</p><p><blockquote>ILWU海岸委员弗兰克·庞塞·德莱昂(Frank Ponce De Leon)表示：“除非每个人都站出来尽自己的一份力量，否则拥堵不会得到解决。码头运营商没有充分利用他们雇用我们做第三班的选择。</blockquote></p><p> Meanwhile, elsewhere in the supply chian, Federal safety regulations prevent commercial truck drivers to 11 hours of driving in a 14 hour workday. Port truckers like to start early in the morning so they can maximize the number of loads they can transport in a day.</p><p><blockquote>与此同时，在供应链的其他地方，联邦安全法规禁止商用卡车司机在14小时工作日中驾驶11小时。港口卡车司机喜欢一大早就出发，这样他们就可以最大限度地增加一天内运输的货物数量。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/65d90e5ff24743575095fb2c886f30b9\" tg-width=\"293\" tg-height=\"469\" width=\"100%\" height=\"auto\">Tom Boyle, chief executive of Quik Pick Express LLC, a trucking and warehousing provider, told the Journal: “The biggest issue it probably comes down to is labor.”</p><p><blockquote>卡车运输和仓储提供商Quik Pick Express LLC的首席执行官汤姆·博伊尔(Tom Boyle)告诉《华尔街日报》：“最大的问题可能归结为劳动力。”</blockquote></p><p> Rail operator Union Pacific says it sees most delays when it picks up cargo from ports and hands it to trucks at destinations.</p><p><blockquote>铁路运营商联合太平洋公司表示，当它从港口提取货物并在目的地将其交给卡车时，它会看到大多数延误。</blockquote></p><p> Wim Lagaay, chief executive of APM Terminals North America, who operates at the port of LA, said: “If you work a gate 24/7 it will improve your velocity. Up to 30% of overall truck appointments are not met because there are not enough trucks, drivers or chassis.”</p><p><blockquote>在洛杉矶港运营的APM Terminals North America首席执行官Wim Lagaay表示：“如果你全天候在登机口工作，就会提高你的速度。高达30%的卡车预约没有得到满足，因为没有足够的卡车、司机或底盘。”</blockquote></p><p> Matt Schrap, chief executive of the Harbor Trucking Association, added: “There is too much congestion from empty containers on terminals. The shipping lines aren’t moving the boxes out, which is preventing us from returning empties that we are storing in our yards.\"</p><p><blockquote>港口卡车运输协会首席执行官马特·施拉普(Matt Schrap)补充道：“码头上的空集装箱造成了太多拥堵。航运公司没有将箱子运出，这使我们无法退回存放在堆场的空集装箱。”</blockquote></p><p> Mario Cordero, executive director at the Port of Long Beach concluded: “It’s impossible to effectively move such volumes if we don’t move to 24/7 operations across the supply chain. They do it in other parts of the world.”</p><p><blockquote>长滩港执行董事马里奥·科德罗(Mario Cordero)总结道：“如果我们不在整个供应链中转向24/7运营，就不可能有效地转移如此数量。他们在世界其他地区也这样做。”</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>Despite Record Cargo Backlogs, Ports Of L.A. And Long Beach Still Don't Operate Around The Clock<blockquote>尽管货物积压创纪录，洛杉矶和长滩港口仍然无法全天候运营</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\">\nDespite Record Cargo Backlogs, Ports Of L.A. And Long Beach Still Don't Operate Around The Clock<blockquote>尽管货物积压创纪录，洛杉矶和长滩港口仍然无法全天候运营</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-28 09:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Some of the busiest U.S. ports, including many in California, are still struggling with how to deal with significant cargo backlogs.</p><p><blockquote>美国一些最繁忙的港口，包括加利福尼亚州的许多港口，仍在努力应对大量货物积压。</blockquote></p><p> Yet, despite the backlog, the busiest U.S. port still shuts down for hours on most days and is closed on Sundays,the Wall Street Journal reports. \"Tens of thousands\" of containers remain stuck at the ports of Los Angeles and Long Beach. More than 60 ships are lined up to dock, the report says.</p><p><blockquote>然而，据《华尔街日报》报道，尽管积压，美国最繁忙的港口在大多数日子里仍然关闭数小时，周日也关闭。“数万”集装箱仍滞留在洛杉矶和长滩港口。报道称，60多艘船排队停靠码头。</blockquote></p><p> More than 25% of all American imports pass through one of the two ports. LA and Long Beach collectively manage 13 private container terminals. Long Beach officials finally said last week they would try operating 24 hours a day between Monday and Thursday. LA says it's going to keep existing hours and wait for the rest of the supply chain to extend their hours first.</p><p><blockquote>超过25%的美国进口商品通过这两个港口之一。洛杉矶和长滩共同管理着13个私人集装箱码头。长滩官员上周终于表示，他们将尝试在周一至周四之间每天24小时运营。洛杉矶表示，将保持现有工作时间，并等待供应链的其他部分先延长工作时间。</blockquote></p><p> Gene Seroka, executive director of the larger Port of Los Angeles, said: “It has been nearly impossible to get everyone on the same page towards 24/7 operations.”</p><p><blockquote>洛杉矶较大港口的执行董事吉恩·塞罗卡(Gene Seroka)表示：“几乎不可能让每个人都在24/7运营方面达成一致。”</blockquote></p><p> Ports in places like Asia and Europe, for contrast, have operated around the clock \"for years\", the report notes.</p><p><blockquote>报告指出，相比之下，亚洲和欧洲等地的港口“多年来”一直在全天候运营。</blockquote></p><p> Uffe Ostergaard, president of the North America region for German boxship operator Hapag-Lloyd AG said: “With the current work schedule you have two big ports operating at 60%-70% of their capacity. That’s a huge operational disadvantage.”</p><p><blockquote>德国集装箱船运营商赫伯罗特股份公司北美地区总裁乌菲·奥斯特加德(Uffe Ostergaard)表示：“按照目前的工作时间表，两个大型港口的运营能力为60%-70%。这是一个巨大的运营劣势。”</blockquote></p><p> As the shortage continues, all members of the supply chain including truckers, warehouse operators and railways, are blaming each other for the shortages of products. All parts of the supply chain are also struggling with a shortage of labor.</p><p><blockquote>随着短缺的持续，供应链的所有成员，包括卡车司机、仓库运营商和铁路，都在互相指责产品短缺。供应链的各个部分也都在与劳动力短缺作斗争。</blockquote></p><p> A longshore shift at either of the two ports used to be either 8AM to 4PM or 6PM to 3AM. Overnight shifts of 5 hours were \"rarely used\" because they are up to 50% more expensive, the report says.</p><p><blockquote>这两个港口的码头班次过去是上午8点至下午4点或下午6点至凌晨3点。报告称，5小时的夜班“很少使用”，因为它们的成本高达50%。</blockquote></p><p> The International Longshore and Warehouse Union says their members will work a third shift, but only after the pileup of containers is fetched out of the port so there is space.</p><p><blockquote>国际码头和仓库联盟表示，他们的成员将进行第三班工作，但前提是堆积如山的集装箱被运出港口，以便有空间。</blockquote></p><p> Frank Ponce De Leon, a coast committeeman at the ILWU, said: “Congestion won’t be fixed until everyone steps up and does their part. The terminal operators have been underutilizing their option to hire us for the third shift.</p><p><blockquote>ILWU海岸委员弗兰克·庞塞·德莱昂(Frank Ponce De Leon)表示：“除非每个人都站出来尽自己的一份力量，否则拥堵不会得到解决。码头运营商没有充分利用他们雇用我们做第三班的选择。</blockquote></p><p> Meanwhile, elsewhere in the supply chian, Federal safety regulations prevent commercial truck drivers to 11 hours of driving in a 14 hour workday. Port truckers like to start early in the morning so they can maximize the number of loads they can transport in a day.</p><p><blockquote>与此同时，在供应链的其他地方，联邦安全法规禁止商用卡车司机在14小时工作日中驾驶11小时。港口卡车司机喜欢一大早就出发，这样他们就可以最大限度地增加一天内运输的货物数量。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/65d90e5ff24743575095fb2c886f30b9\" tg-width=\"293\" tg-height=\"469\" width=\"100%\" height=\"auto\">Tom Boyle, chief executive of Quik Pick Express LLC, a trucking and warehousing provider, told the Journal: “The biggest issue it probably comes down to is labor.”</p><p><blockquote>卡车运输和仓储提供商Quik Pick Express LLC的首席执行官汤姆·博伊尔(Tom Boyle)告诉《华尔街日报》：“最大的问题可能归结为劳动力。”</blockquote></p><p> Rail operator Union Pacific says it sees most delays when it picks up cargo from ports and hands it to trucks at destinations.</p><p><blockquote>铁路运营商联合太平洋公司表示，当它从港口提取货物并在目的地将其交给卡车时，它会看到大多数延误。</blockquote></p><p> Wim Lagaay, chief executive of APM Terminals North America, who operates at the port of LA, said: “If you work a gate 24/7 it will improve your velocity. Up to 30% of overall truck appointments are not met because there are not enough trucks, drivers or chassis.”</p><p><blockquote>在洛杉矶港运营的APM Terminals North America首席执行官Wim Lagaay表示：“如果你全天候在登机口工作，就会提高你的速度。高达30%的卡车预约没有得到满足，因为没有足够的卡车、司机或底盘。”</blockquote></p><p> Matt Schrap, chief executive of the Harbor Trucking Association, added: “There is too much congestion from empty containers on terminals. The shipping lines aren’t moving the boxes out, which is preventing us from returning empties that we are storing in our yards.\"</p><p><blockquote>港口卡车运输协会首席执行官马特·施拉普(Matt Schrap)补充道：“码头上的空集装箱造成了太多拥堵。航运公司没有将箱子运出，这使我们无法退回存放在堆场的空集装箱。”</blockquote></p><p> Mario Cordero, executive director at the Port of Long Beach concluded: “It’s impossible to effectively move such volumes if we don’t move to 24/7 operations across the supply chain. They do it in other parts of the world.”</p><p><blockquote>长滩港执行董事马里奥·科德罗(Mario Cordero)总结道：“如果我们不在整个供应链中转向24/7运营，就不可能有效地转移如此数量。他们在世界其他地区也这样做。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/despite-record-cargo-backlogs-ports-la-and-long-beach-still-dont-operate-around-clock?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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/despite-record-cargo-backlogs-ports-la-and-long-beach-still-dont-operate-around-clock?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":"1154590665","content_text":"Some of the busiest U.S. ports, including many in California, are still struggling with how to deal with significant cargo backlogs.\nYet, despite the backlog, the busiest U.S. port still shuts down for hours on most days and is closed on Sundays,the Wall Street Journal reports. \"Tens of thousands\" of containers remain stuck at the ports of Los Angeles and Long Beach. More than 60 ships are lined up to dock, the report says.\nMore than 25% of all American imports pass through one of the two ports. LA and Long Beach collectively manage 13 private container terminals. Long Beach officials finally said last week they would try operating 24 hours a day between Monday and Thursday. LA says it's going to keep existing hours and wait for the rest of the supply chain to extend their hours first.\nGene Seroka, executive director of the larger Port of Los Angeles, said: “It has been nearly impossible to get everyone on the same page towards 24/7 operations.”\nPorts in places like Asia and Europe, for contrast, have operated around the clock \"for years\", the report notes.\nUffe Ostergaard, president of the North America region for German boxship operator Hapag-Lloyd AG said: “With the current work schedule you have two big ports operating at 60%-70% of their capacity. That’s a huge operational disadvantage.”\nAs the shortage continues, all members of the supply chain including truckers, warehouse operators and railways, are blaming each other for the shortages of products. All parts of the supply chain are also struggling with a shortage of labor.\nA longshore shift at either of the two ports used to be either 8AM to 4PM or 6PM to 3AM. Overnight shifts of 5 hours were \"rarely used\" because they are up to 50% more expensive, the report says.\nThe International Longshore and Warehouse Union says their members will work a third shift, but only after the pileup of containers is fetched out of the port so there is space.\nFrank Ponce De Leon, a coast committeeman at the ILWU, said: “Congestion won’t be fixed until everyone steps up and does their part. The terminal operators have been underutilizing their option to hire us for the third shift.\nMeanwhile, elsewhere in the supply chian, Federal safety regulations prevent commercial truck drivers to 11 hours of driving in a 14 hour workday. Port truckers like to start early in the morning so they can maximize the number of loads they can transport in a day.\nTom Boyle, chief executive of Quik Pick Express LLC, a trucking and warehousing provider, told the Journal: “The biggest issue it probably comes down to is labor.”\nRail operator Union Pacific says it sees most delays when it picks up cargo from ports and hands it to trucks at destinations.\nWim Lagaay, chief executive of APM Terminals North America, who operates at the port of LA, said: “If you work a gate 24/7 it will improve your velocity. Up to 30% of overall truck appointments are not met because there are not enough trucks, drivers or chassis.”\nMatt Schrap, chief executive of the Harbor Trucking Association, added: “There is too much congestion from empty containers on terminals. The shipping lines aren’t moving the boxes out, which is preventing us from returning empties that we are storing in our yards.\"\nMario Cordero, executive director at the Port of Long Beach concluded: “It’s impossible to effectively move such volumes if we don’t move to 24/7 operations across the supply chain. They do it in other parts of the world.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868210941,"gmtCreate":1632651109983,"gmtModify":1632798761919,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868210941","repostId":"1115207407","repostType":2,"repost":{"id":"1115207407","kind":"news","pubTimestamp":1632486845,"share":"https://www.laohu8.com/m/news/1115207407?lang=zh_CN&edition=full","pubTime":"2021-09-24 20:34","market":"us","language":"en","title":"Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金将会爆炸；当市场发现这一点时，美元将会崩溃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115207407","media":"zerohedge","summary":"Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed ","content":"<p>Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed is crying wolf when it comes to monetary tightening.</p><p><blockquote>彼得·希夫表示，当市场发现美联储在货币紧缩问题上喊狼来了时，黄金将会爆炸，美元将会内爆。</blockquote></p><p> The Federal Reserve wrapped up another meeting without making any changes to its current extraordinary, loose, inflationary monetary policy. But the central bank did hint that it may start tapering its quantitative easing program “soon.”</p><p><blockquote>美联储结束了另一次会议，没有对其当前非同寻常的、宽松的、通胀性的货币政策做出任何改变。但央行确实暗示可能“很快”开始缩减量化宽松计划。</blockquote></p><p> That was enough for the markets. They continue to expect the Fed will tighten monetary policy and fight surging inflation. Gold sold off after the FOMC statement came out, dropping about $10.</p><p><blockquote>这对市场来说已经足够了。他们继续预计美联储将收紧货币政策，对抗飙升的通胀。FOMC声明出来后，黄金遭到抛售，下跌约10美元。</blockquote></p><p> The gold market has battled these headwinds for months. Every time the Fed hints at tightening, gold sells off. Every time inflation numbers come in hot, gold sells off. This doesn’t make sense. Why would investors sell an inflation hedge during an inflationary period? Because they honestly think the central bank can and will sweep in and successfully fight inflation.</p><p><blockquote>几个月来，黄金市场一直在与这些不利因素作斗争。每次美联储暗示紧缩，黄金就会遭到抛售。每当通胀数据公布时，黄金就会遭到抛售。这说不通。为什么投资者会在通胀时期出售通胀对冲工具？因为他们真诚地认为央行能够也将会介入并成功对抗通胀。</blockquote></p><p> But as we have said over and over again, the Fed cannot possibly tighten in this economic environment. In an interview on <i>RT Boom Bust</i>, Peter Schiff said even if the Fed does begin to taper, it will eventually reverse course and ultimately expand QE.</p><p><blockquote>但正如我们一遍又一遍地说的那样，在这种经济环境下，美联储不可能收紧政策。在接受采访时<i>RT繁荣萧条</i>，Peter Schiff表示，即使美联储真的开始缩减，它最终也会逆转方向，最终扩大QE。</blockquote></p><p> It knows the only foundation this bubble economy has is the Fed’s easy money policies. And I don’t think they have any actual plans to taper. <b>And even if they just kind of feign the process by beginning it, they’ll never complete it because soon after they start the taper, again, if they even ever start, they’re going to have to reverse the process.</b>Because ultimately, the Fed Fed is going to expand the QE program and start to buy a lot more government Treasuries and mortgage-backed securities in the future than it’s doing right now.” During his podcast after the September Fed meeting, Peter said at some point the markets will tire of this game.</p><p><blockquote>它知道这种泡沫经济的唯一基础是美联储的宽松货币政策。我认为他们没有任何实际的缩减计划。<b>即使他们只是通过开始这个过程来假装这个过程，他们也永远不会完成它，因为在他们开始逐渐减少后不久，同样，如果他们开始了，他们将不得不逆转这个过程。</b>因为最终，美联储将扩大量化宽松计划，并在未来开始购买比现在更多的政府国债和抵押贷款支持证券。”彼得在9月美联储会议后的播客中表示，在某个时候，市场将会厌倦这场游戏。</blockquote></p><p> <b>They’re going to be tired of a boy crying wolf over and over and over again, and a wolf never actually showing up. At some point, the markets are going to figure this out, understand the Fed’s predicament, and then it’s going to hit the fan.”</b> Peter said that’s when you will see the gold market explode and the dollar implode.</p><p><blockquote><b>他们会厌倦一个男孩一遍又一遍地喊狼来了，一只狼从来没有真正出现过。在某个时候，市场会弄清楚这一点，了解美联储的困境，然后就会受到打击。”</b>彼得说，那时你会看到黄金市场爆炸，美元内爆。</blockquote></p><p> But you can’t wait for that to happen to act. You need to be positioned before everyone wakes up — or not even everyone — just a significant percentage of those who are asleep right now to wake up. That’s all it takes. Not everybody. Just a large enough minority to figure it out and that’s all it’s going to take.” As for the dollar, during the big stock market selloff on Monday, the greenback was up overall, but it was down against the traditional safe-haven currencies, including the Japanese yen and the Swiss franc. It was also down against gold. Nevertheless, a lot of mainstream commentators claimed the dollar was strong, proving that it remains the go-to safe haven. But that’s not true.</p><p><blockquote>但你不能等到那件事发生才采取行动。你需要在每个人醒来之前就位——或者甚至不是每个人——只有很大一部分正在睡觉的人醒来。这就够了。不是每个人。只要有足够多的少数人能够弄清楚这一点，这就是所需要的。”美元方面，在周一股市大抛售期间，美元整体上涨，但兑日元和瑞士法郎等传统避险货币下跌。它对黄金也下跌。尽管如此，许多主流评论员声称美元走强，证明美元仍然是首选避风港。但那不是真的。</blockquote></p><p> The dollar was down against the Swiss franc and the yen. Doesn’t that mean that more people were buying Swiss franks and yen instead of the dollar? And also, gold went up against the dollar. So, that means people were buying gold and not the dollar. So, I think the action in the foreign exchange market and in the gold market doesn’t actually prove that the dollar is retaining its safe-haven status. It’s more evidence that it is losing that status as more people are preferring Japanese yen, Swiss francs and gold to the dollar.” </p><p><blockquote>美元对瑞士法郎和日元下跌。这难道不意味着更多的人购买瑞士法郎和日元而不是美元吗？此外，黄金兑美元汇率上涨。所以，这意味着人们在购买黄金而不是美元。因此，我认为外汇市场和黄金市场的走势实际上并不能证明美元保持其避险地位。更多证据表明，随着越来越多的人更喜欢日元、瑞士法郎和黄金而不是美元，它正在失去这一地位。”</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>Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金将会爆炸；当市场发现这一点时，美元将会崩溃</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\">\nPeter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金将会爆炸；当市场发现这一点时，美元将会崩溃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-24 20:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed is crying wolf when it comes to monetary tightening.</p><p><blockquote>彼得·希夫表示，当市场发现美联储在货币紧缩问题上喊狼来了时，黄金将会爆炸，美元将会内爆。</blockquote></p><p> The Federal Reserve wrapped up another meeting without making any changes to its current extraordinary, loose, inflationary monetary policy. But the central bank did hint that it may start tapering its quantitative easing program “soon.”</p><p><blockquote>美联储结束了另一次会议，没有对其当前非同寻常的、宽松的、通胀性的货币政策做出任何改变。但央行确实暗示可能“很快”开始缩减量化宽松计划。</blockquote></p><p> That was enough for the markets. They continue to expect the Fed will tighten monetary policy and fight surging inflation. Gold sold off after the FOMC statement came out, dropping about $10.</p><p><blockquote>这对市场来说已经足够了。他们继续预计美联储将收紧货币政策，对抗飙升的通胀。FOMC声明出来后，黄金遭到抛售，下跌约10美元。</blockquote></p><p> The gold market has battled these headwinds for months. Every time the Fed hints at tightening, gold sells off. Every time inflation numbers come in hot, gold sells off. This doesn’t make sense. Why would investors sell an inflation hedge during an inflationary period? Because they honestly think the central bank can and will sweep in and successfully fight inflation.</p><p><blockquote>几个月来，黄金市场一直在与这些不利因素作斗争。每次美联储暗示紧缩，黄金就会遭到抛售。每当通胀数据公布时，黄金就会遭到抛售。这说不通。为什么投资者会在通胀时期出售通胀对冲工具？因为他们真诚地认为央行能够也将会介入并成功对抗通胀。</blockquote></p><p> But as we have said over and over again, the Fed cannot possibly tighten in this economic environment. In an interview on <i>RT Boom Bust</i>, Peter Schiff said even if the Fed does begin to taper, it will eventually reverse course and ultimately expand QE.</p><p><blockquote>但正如我们一遍又一遍地说的那样，在这种经济环境下，美联储不可能收紧政策。在接受采访时<i>RT繁荣萧条</i>，Peter Schiff表示，即使美联储真的开始缩减，它最终也会逆转方向，最终扩大QE。</blockquote></p><p> It knows the only foundation this bubble economy has is the Fed’s easy money policies. And I don’t think they have any actual plans to taper. <b>And even if they just kind of feign the process by beginning it, they’ll never complete it because soon after they start the taper, again, if they even ever start, they’re going to have to reverse the process.</b>Because ultimately, the Fed Fed is going to expand the QE program and start to buy a lot more government Treasuries and mortgage-backed securities in the future than it’s doing right now.” During his podcast after the September Fed meeting, Peter said at some point the markets will tire of this game.</p><p><blockquote>它知道这种泡沫经济的唯一基础是美联储的宽松货币政策。我认为他们没有任何实际的缩减计划。<b>即使他们只是通过开始这个过程来假装这个过程，他们也永远不会完成它，因为在他们开始逐渐减少后不久，同样，如果他们开始了，他们将不得不逆转这个过程。</b>因为最终，美联储将扩大量化宽松计划，并在未来开始购买比现在更多的政府国债和抵押贷款支持证券。”彼得在9月美联储会议后的播客中表示，在某个时候，市场将会厌倦这场游戏。</blockquote></p><p> <b>They’re going to be tired of a boy crying wolf over and over and over again, and a wolf never actually showing up. At some point, the markets are going to figure this out, understand the Fed’s predicament, and then it’s going to hit the fan.”</b> Peter said that’s when you will see the gold market explode and the dollar implode.</p><p><blockquote><b>他们会厌倦一个男孩一遍又一遍地喊狼来了，一只狼从来没有真正出现过。在某个时候，市场会弄清楚这一点，了解美联储的困境，然后就会受到打击。”</b>彼得说，那时你会看到黄金市场爆炸，美元内爆。</blockquote></p><p> But you can’t wait for that to happen to act. You need to be positioned before everyone wakes up — or not even everyone — just a significant percentage of those who are asleep right now to wake up. That’s all it takes. Not everybody. Just a large enough minority to figure it out and that’s all it’s going to take.” As for the dollar, during the big stock market selloff on Monday, the greenback was up overall, but it was down against the traditional safe-haven currencies, including the Japanese yen and the Swiss franc. It was also down against gold. Nevertheless, a lot of mainstream commentators claimed the dollar was strong, proving that it remains the go-to safe haven. But that’s not true.</p><p><blockquote>但你不能等到那件事发生才采取行动。你需要在每个人醒来之前就位——或者甚至不是每个人——只有很大一部分正在睡觉的人醒来。这就够了。不是每个人。只要有足够多的少数人能够弄清楚这一点，这就是所需要的。”美元方面，在周一股市大抛售期间，美元整体上涨，但兑日元和瑞士法郎等传统避险货币下跌。它对黄金也下跌。尽管如此，许多主流评论员声称美元走强，证明美元仍然是首选避风港。但那不是真的。</blockquote></p><p> The dollar was down against the Swiss franc and the yen. Doesn’t that mean that more people were buying Swiss franks and yen instead of the dollar? And also, gold went up against the dollar. So, that means people were buying gold and not the dollar. So, I think the action in the foreign exchange market and in the gold market doesn’t actually prove that the dollar is retaining its safe-haven status. It’s more evidence that it is losing that status as more people are preferring Japanese yen, Swiss francs and gold to the dollar.” </p><p><blockquote>美元对瑞士法郎和日元下跌。这难道不意味着更多的人购买瑞士法郎和日元而不是美元吗？此外，黄金兑美元汇率上涨。所以，这意味着人们在购买黄金而不是美元。因此，我认为外汇市场和黄金市场的走势实际上并不能证明美元保持其避险地位。更多证据表明，随着越来越多的人更喜欢日元、瑞士法郎和黄金而不是美元，它正在失去这一地位。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/peter-schiff-gold-will-explode-dollar-will-implode-when-markets-figure-out?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":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/peter-schiff-gold-will-explode-dollar-will-implode-when-markets-figure-out?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":"1115207407","content_text":"Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed is crying wolf when it comes to monetary tightening.\nThe Federal Reserve wrapped up another meeting without making any changes to its current extraordinary, loose, inflationary monetary policy. But the central bank did hint that it may start tapering its quantitative easing program “soon.”\nThat was enough for the markets. They continue to expect the Fed will tighten monetary policy and fight surging inflation. Gold sold off after the FOMC statement came out, dropping about $10.\nThe gold market has battled these headwinds for months. Every time the Fed hints at tightening, gold sells off. Every time inflation numbers come in hot, gold sells off. This doesn’t make sense. Why would investors sell an inflation hedge during an inflationary period? Because they honestly think the central bank can and will sweep in and successfully fight inflation.\nBut as we have said over and over again, the Fed cannot possibly tighten in this economic environment. In an interview on RT Boom Bust, Peter Schiff said even if the Fed does begin to taper, it will eventually reverse course and ultimately expand QE.\n\n It knows the only foundation this bubble economy has is the Fed’s easy money policies. And I don’t think they have any actual plans to taper.\n And even if they just kind of feign the process by beginning it, they’ll never complete it because soon after they start the taper, again, if they even ever start, they’re going to have to reverse the process.Because ultimately, the Fed Fed is going to expand the QE program and start to buy a lot more government Treasuries and mortgage-backed securities in the future than it’s doing right now.”\n\nDuring his podcast after the September Fed meeting, Peter said at some point the markets will tire of this game.\n\nThey’re going to be tired of a boy crying wolf over and over and over again, and a wolf never actually showing up. At some point, the markets are going to figure this out, understand the Fed’s predicament, and then it’s going to hit the fan.”\n\nPeter said that’s when you will see the gold market explode and the dollar implode.\n\n But you can’t wait for that to happen to act. You need to be positioned before everyone wakes up — or not even everyone — just a significant percentage of those who are asleep right now to wake up. That’s all it takes. Not everybody. Just a large enough minority to figure it out and that’s all it’s going to take.”\n\nAs for the dollar, during the big stock market selloff on Monday, the greenback was up overall, but it was down against the traditional safe-haven currencies, including the Japanese yen and the Swiss franc. It was also down against gold. Nevertheless, a lot of mainstream commentators claimed the dollar was strong, proving that it remains the go-to safe haven. But that’s not true.\n\n The dollar was down against the Swiss franc and the yen. Doesn’t that mean that more people were buying Swiss franks and yen instead of the dollar? And also, gold went up against the dollar. So, that means people were buying gold and not the dollar. So, I think the action in the foreign exchange market and in the gold market doesn’t actually prove that the dollar is retaining its safe-haven status. It’s more evidence that it is losing that status as more people are preferring Japanese yen, Swiss francs and gold to the dollar.”","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863627599,"gmtCreate":1632388690211,"gmtModify":1632800742374,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863627599","repostId":"1138053742","repostType":2,"repost":{"id":"1138053742","kind":"news","pubTimestamp":1632387135,"share":"https://www.laohu8.com/m/news/1138053742?lang=zh_CN&edition=full","pubTime":"2021-09-23 16:52","market":"us","language":"en","title":"Stock Futures Point to Extended Rally, as Evergrande Payment Looms<blockquote>恒大支付迫在眉睫，股指期货有望延续涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138053742","media":"The Wall Street Journal","summary":"Investors express cautious hope that trouble at indebted property giant China Evergrande can be cont","content":"<p> <b>Investors express cautious hope that trouble at indebted property giant China Evergrande can be contained.</b> U.S. stock futures rose, pointing to gains for major indexes as investors remained upbeat that trouble with property giant China Evergrande Group can be contained.</p><p><blockquote><b>投资者谨慎地希望负债累累的房地产巨头中国恒大的麻烦能够得到遏制。</b>美国股指期货上涨，主要股指上涨，因投资者对房地产巨头中国恒大集团的麻烦能够得到遏制保持乐观。</blockquote></p><p> Futures for the S&P 500 rose 0.5% Thursday, a day after a Federal Reserve policy update sent the stocks gauge to itsbiggest one-day gain since July. Contracts for the Dow Jones Industrial Average also added 0.5% and futures for the technology-focused Nasdaq-100 ticked up 0.3%.</p><p><blockquote>标普500期货周四上涨0.5%，此前一天美联储政策更新使该股指数创下7月以来最大单日涨幅。道琼斯工业平均指数合约也上涨0.5%，以科技为重点的纳斯达克100指数期货上涨0.3%。</blockquote></p><p> Markets have been consumed this week with questions surrounding Evergrande, China’s largest property developer. Many fear its collapse could spread economic pain through the world’s second largest economy, with spillovers into global financial markets. The heavily indebted company has issued billions of dollars of bonds to international investors, with many trading for a fraction of their face value.</p><p><blockquote>本周，围绕中国最大房地产开发商恒大的问题充斥着市场。许多人担心它的崩溃可能会将经济痛苦蔓延到世界第二大经济体，并波及全球金融市场。这家负债累累的公司已向国际投资者发行了数十亿美元的债券，其中许多债券的交易价格只是其面值的一小部分。</blockquote></p><p> However, fears around its possible collapse appear to have ebbed—at least temporarily. Evergrande has an $83.5 million coupon payment due Thursday on its U.S. dollar bonds and hadn’t given an indication of whether it will miss the payment. On Wednesday, the company’s flagship property business said it would make aninterest payment on an onshore bond, giving Evergrande more time to work out what investors expect will be a lengthy and complicated restructuring.</p><p><blockquote>然而，围绕其可能崩溃的担忧似乎已经消退——至少暂时如此。恒大将于周四支付8350万美元的美元债券息票，但尚未表明是否会错过付款。周三，该公司的旗舰房地产业务表示将支付境内债券的利息，这让恒大有更多时间来解决投资者预期的漫长而复杂的重组问题。</blockquote></p><p> Hong Kong-listed shares of Evergrande jumped 18%, though remain down 82% for the year. Hong Kong’s Hang Seng Index, which bore the brunt of the selling pressure at the start of the week, jumped 1%. China’s Shanghai Composite Index rose 0.4%.</p><p><blockquote>恒大在香港上市的股价上涨18%，但今年仍下跌82%。本周初首当其冲承受抛售压力的港股恒生指数上涨1%。中国上证综合指数上涨0.4%。</blockquote></p><p> “The consensus view is that ultimately the Chinese will control this,” said John Roe, head of multi-asset funds at Legal and General Investment Management. “The worry is that if you worry about Evergrande you worry about all the other developers.”</p><p><blockquote>“普遍的看法是，最终中国人将控制这一点，”法律和一般投资管理公司多资产基金主管约翰·罗表示。“令人担忧的是，如果你担心恒大，你就会担心所有其他开发商。”</blockquote></p><p> Overseas markets were broadly higher. The Stoxx Europe 600 rose 0.8%, led by shares of technology, auto and retail companies.</p><p><blockquote>海外市场普遍走高。欧洲斯托克600指数上涨0.8%，科技、汽车和零售公司的股票领涨。</blockquote></p><p> Weekly jobless claims data are due at 8:30 a.m. ET. Economists surveyed by The Wall Street Journal estimate that unemployment claims, a proxy for layoffs, declined to 320,000 in the week ended Sept. 18, from 332,000 the prior week.</p><p><blockquote>每周初请失业金数据将于美国东部时间上午8:30公布。《华尔街日报》调查的经济学家估计，截至9月18日当周，代表裁员的失业救济人数从前一周的33.2万人降至32万人。</blockquote></p><p> Also upcoming, surveys of purchasing managers from a number of large economies will be scrutinized for signs of a further slowdown in global growth during September.IHS Markitis due to release figures for the U.S service and manufacturing sectors at 9:45 a.m.</p><p><blockquote>同样即将进行的还有对多个大型经济体采购经理的调查，以寻找9月份全球经济增长进一步放缓的迹象。IHS Markitis将于上午9:45发布美国服务业和制造业数据。</blockquote></p><p> The Bank of England is expected to keep monetary policy on hold in the face of rising inflation when the central bank releases its latest decision at 7 a.m. The pound strengthened 0.2% to trade at $1.3654.</p><p><blockquote>面对通胀上升，英国央行预计将在早上7点发布最新决定时维持货币政策不变。英镑上涨0.2%，至1.3654美元。</blockquote></p><p> Investors also were digesting the Federal Reserve’s decision to tee up a reversal of its pandemic stimulus measures in November. New projections released at the end of the Fed’s two-day policy meeting Wednesday showed half of 18 officialsexpect to raise interest ratesby the end of 2022.</p><p><blockquote>投资者还在消化美联储11月份扭转疫情刺激措施的决定。周三美联储为期两天的政策会议结束时发布的新预测显示，18名官员中有一半预计在2022年底前加息。</blockquote></p><p> That has given money managers confidence the Fed won’t allow the current bout of inflation to become entrenched, according to Mr. Roe. “The most interesting thing about both the current statement and also the last couple of statements has almost been a rowing back on the idea they’re really going to let inflation rip before they take action,” he said.</p><p><blockquote>罗伊表示，这让基金经理相信美联储不会让本轮通胀根深蒂固。他表示：“当前声明和过去几份声明中最有趣的事情几乎是对他们在采取行动之前确实会让通胀飙升的想法进行了反驳。”</blockquote></p><p> In the bond market, the yield on 10-year Treasury notes ticked down to 1.331% from 1.332% Wednesday. Yields move in the opposite direction to bond prices.</p><p><blockquote>在债券市场，10年期国债收益率从周三的1.332%降至1.331%。收益率的变动方向与债券价格相反。</blockquote></p><p> Commodity prices were stable. Brent-crude futures edged up 0.2% to $75.52 a barrel.</p><p><blockquote>大宗商品价格稳定。布伦特原油期货小幅上涨0.2%，至每桶75.52美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Futures Point to Extended Rally, as Evergrande Payment Looms<blockquote>恒大支付迫在眉睫，股指期货有望延续涨势</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\">\nStock Futures Point to Extended Rally, as Evergrande Payment Looms<blockquote>恒大支付迫在眉睫，股指期货有望延续涨势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-23 16:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Investors express cautious hope that trouble at indebted property giant China Evergrande can be contained.</b> U.S. stock futures rose, pointing to gains for major indexes as investors remained upbeat that trouble with property giant China Evergrande Group can be contained.</p><p><blockquote><b>投资者谨慎地希望负债累累的房地产巨头中国恒大的麻烦能够得到遏制。</b>美国股指期货上涨，主要股指上涨，因投资者对房地产巨头中国恒大集团的麻烦能够得到遏制保持乐观。</blockquote></p><p> Futures for the S&P 500 rose 0.5% Thursday, a day after a Federal Reserve policy update sent the stocks gauge to itsbiggest one-day gain since July. Contracts for the Dow Jones Industrial Average also added 0.5% and futures for the technology-focused Nasdaq-100 ticked up 0.3%.</p><p><blockquote>标普500期货周四上涨0.5%，此前一天美联储政策更新使该股指数创下7月以来最大单日涨幅。道琼斯工业平均指数合约也上涨0.5%，以科技为重点的纳斯达克100指数期货上涨0.3%。</blockquote></p><p> Markets have been consumed this week with questions surrounding Evergrande, China’s largest property developer. Many fear its collapse could spread economic pain through the world’s second largest economy, with spillovers into global financial markets. The heavily indebted company has issued billions of dollars of bonds to international investors, with many trading for a fraction of their face value.</p><p><blockquote>本周，围绕中国最大房地产开发商恒大的问题充斥着市场。许多人担心它的崩溃可能会将经济痛苦蔓延到世界第二大经济体，并波及全球金融市场。这家负债累累的公司已向国际投资者发行了数十亿美元的债券，其中许多债券的交易价格只是其面值的一小部分。</blockquote></p><p> However, fears around its possible collapse appear to have ebbed—at least temporarily. Evergrande has an $83.5 million coupon payment due Thursday on its U.S. dollar bonds and hadn’t given an indication of whether it will miss the payment. On Wednesday, the company’s flagship property business said it would make aninterest payment on an onshore bond, giving Evergrande more time to work out what investors expect will be a lengthy and complicated restructuring.</p><p><blockquote>然而，围绕其可能崩溃的担忧似乎已经消退——至少暂时如此。恒大将于周四支付8350万美元的美元债券息票，但尚未表明是否会错过付款。周三，该公司的旗舰房地产业务表示将支付境内债券的利息，这让恒大有更多时间来解决投资者预期的漫长而复杂的重组问题。</blockquote></p><p> Hong Kong-listed shares of Evergrande jumped 18%, though remain down 82% for the year. Hong Kong’s Hang Seng Index, which bore the brunt of the selling pressure at the start of the week, jumped 1%. China’s Shanghai Composite Index rose 0.4%.</p><p><blockquote>恒大在香港上市的股价上涨18%，但今年仍下跌82%。本周初首当其冲承受抛售压力的港股恒生指数上涨1%。中国上证综合指数上涨0.4%。</blockquote></p><p> “The consensus view is that ultimately the Chinese will control this,” said John Roe, head of multi-asset funds at Legal and General Investment Management. “The worry is that if you worry about Evergrande you worry about all the other developers.”</p><p><blockquote>“普遍的看法是，最终中国人将控制这一点，”法律和一般投资管理公司多资产基金主管约翰·罗表示。“令人担忧的是，如果你担心恒大，你就会担心所有其他开发商。”</blockquote></p><p> Overseas markets were broadly higher. The Stoxx Europe 600 rose 0.8%, led by shares of technology, auto and retail companies.</p><p><blockquote>海外市场普遍走高。欧洲斯托克600指数上涨0.8%，科技、汽车和零售公司的股票领涨。</blockquote></p><p> Weekly jobless claims data are due at 8:30 a.m. ET. Economists surveyed by The Wall Street Journal estimate that unemployment claims, a proxy for layoffs, declined to 320,000 in the week ended Sept. 18, from 332,000 the prior week.</p><p><blockquote>每周初请失业金数据将于美国东部时间上午8:30公布。《华尔街日报》调查的经济学家估计，截至9月18日当周，代表裁员的失业救济人数从前一周的33.2万人降至32万人。</blockquote></p><p> Also upcoming, surveys of purchasing managers from a number of large economies will be scrutinized for signs of a further slowdown in global growth during September.IHS Markitis due to release figures for the U.S service and manufacturing sectors at 9:45 a.m.</p><p><blockquote>同样即将进行的还有对多个大型经济体采购经理的调查，以寻找9月份全球经济增长进一步放缓的迹象。IHS Markitis将于上午9:45发布美国服务业和制造业数据。</blockquote></p><p> The Bank of England is expected to keep monetary policy on hold in the face of rising inflation when the central bank releases its latest decision at 7 a.m. The pound strengthened 0.2% to trade at $1.3654.</p><p><blockquote>面对通胀上升，英国央行预计将在早上7点发布最新决定时维持货币政策不变。英镑上涨0.2%，至1.3654美元。</blockquote></p><p> Investors also were digesting the Federal Reserve’s decision to tee up a reversal of its pandemic stimulus measures in November. New projections released at the end of the Fed’s two-day policy meeting Wednesday showed half of 18 officialsexpect to raise interest ratesby the end of 2022.</p><p><blockquote>投资者还在消化美联储11月份扭转疫情刺激措施的决定。周三美联储为期两天的政策会议结束时发布的新预测显示，18名官员中有一半预计在2022年底前加息。</blockquote></p><p> That has given money managers confidence the Fed won’t allow the current bout of inflation to become entrenched, according to Mr. Roe. “The most interesting thing about both the current statement and also the last couple of statements has almost been a rowing back on the idea they’re really going to let inflation rip before they take action,” he said.</p><p><blockquote>罗伊表示，这让基金经理相信美联储不会让本轮通胀根深蒂固。他表示：“当前声明和过去几份声明中最有趣的事情几乎是对他们在采取行动之前确实会让通胀飙升的想法进行了反驳。”</blockquote></p><p> In the bond market, the yield on 10-year Treasury notes ticked down to 1.331% from 1.332% Wednesday. Yields move in the opposite direction to bond prices.</p><p><blockquote>在债券市场，10年期国债收益率从周三的1.332%降至1.331%。收益率的变动方向与债券价格相反。</blockquote></p><p> Commodity prices were stable. Brent-crude futures edged up 0.2% to $75.52 a barrel.</p><p><blockquote>大宗商品价格稳定。布伦特原油期货小幅上涨0.2%，至每桶75.52美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-09-23-2021-11632382759\">The Wall Street Journal</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",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-09-23-2021-11632382759","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138053742","content_text":"Investors express cautious hope that trouble at indebted property giant China Evergrande can be contained.\n\nU.S. stock futures rose, pointing to gains for major indexes as investors remained upbeat that trouble with property giant China Evergrande Group can be contained.\nFutures for the S&P 500 rose 0.5% Thursday, a day after a Federal Reserve policy update sent the stocks gauge to itsbiggest one-day gain since July. Contracts for the Dow Jones Industrial Average also added 0.5% and futures for the technology-focused Nasdaq-100 ticked up 0.3%.\nMarkets have been consumed this week with questions surrounding Evergrande, China’s largest property developer. Many fear its collapse could spread economic pain through the world’s second largest economy, with spillovers into global financial markets. The heavily indebted company has issued billions of dollars of bonds to international investors, with many trading for a fraction of their face value.\nHowever, fears around its possible collapse appear to have ebbed—at least temporarily. Evergrande has an $83.5 million coupon payment due Thursday on its U.S. dollar bonds and hadn’t given an indication of whether it will miss the payment. On Wednesday, the company’s flagship property business said it would make aninterest payment on an onshore bond, giving Evergrande more time to work out what investors expect will be a lengthy and complicated restructuring.\nHong Kong-listed shares of Evergrande jumped 18%, though remain down 82% for the year. Hong Kong’s Hang Seng Index, which bore the brunt of the selling pressure at the start of the week, jumped 1%. China’s Shanghai Composite Index rose 0.4%.\n“The consensus view is that ultimately the Chinese will control this,” said John Roe, head of multi-asset funds at Legal and General Investment Management. “The worry is that if you worry about Evergrande you worry about all the other developers.”\nOverseas markets were broadly higher. The Stoxx Europe 600 rose 0.8%, led by shares of technology, auto and retail companies.\nWeekly jobless claims data are due at 8:30 a.m. ET. Economists surveyed by The Wall Street Journal estimate that unemployment claims, a proxy for layoffs, declined to 320,000 in the week ended Sept. 18, from 332,000 the prior week.\nAlso upcoming, surveys of purchasing managers from a number of large economies will be scrutinized for signs of a further slowdown in global growth during September.IHS Markitis due to release figures for the U.S service and manufacturing sectors at 9:45 a.m.\nThe Bank of England is expected to keep monetary policy on hold in the face of rising inflation when the central bank releases its latest decision at 7 a.m. The pound strengthened 0.2% to trade at $1.3654.\nInvestors also were digesting the Federal Reserve’s decision to tee up a reversal of its pandemic stimulus measures in November. New projections released at the end of the Fed’s two-day policy meeting Wednesday showed half of 18 officialsexpect to raise interest ratesby the end of 2022.\nThat has given money managers confidence the Fed won’t allow the current bout of inflation to become entrenched, according to Mr. Roe. “The most interesting thing about both the current statement and also the last couple of statements has almost been a rowing back on the idea they’re really going to let inflation rip before they take action,” he said.\nIn the bond market, the yield on 10-year Treasury notes ticked down to 1.331% from 1.332% Wednesday. Yields move in the opposite direction to bond prices.\nCommodity prices were stable. Brent-crude futures edged up 0.2% to $75.52 a barrel.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863627301,"gmtCreate":1632388675203,"gmtModify":1632800742745,"author":{"id":"4087691982117120","authorId":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087691982117120","authorIdStr":"4087691982117120"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/863627301","repostId":"2169669996","repostType":2,"isVote":1,"tweetType":1,"viewCount":2043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}