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2021-03-10

Spend wisely...

The stimulus money isn’t going to be spent, Bank of America says, so here are the investment moves to make<blockquote>美国银行表示，刺激资金不会花掉，因此以下是需要采取的投资举措</blockquote>

Critical information for the trading day The big talk not just in markets but in politics is whether

The stimulus money isn’t going to be spent, Bank of America says, so here are the investment moves to make<blockquote>美国银行表示，刺激资金不会花掉，因此以下是需要采取的投资举措</blockquote>

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First, itcited data from the Census Bureaushowing that of the households who received a $600 stimulus check in the first half of February, 73% saved or paid down debt.Consumer credit also unexpectedly fellin January.<blockquote>美国银行研究投资委员会表示不会，并带来了一些新数据。首先，它引用了人口普查局的数据，显示在2月上半月收到600美元刺激支票的家庭中，73%的家庭储蓄或偿还了债务。一月份消费信贷也意外下降。</blockquote> <img src=\"https://static.tigerbbs.com/a9e3334cb85210766345c791422c52a4\" tg-width=\"619\" tg-height=\"455\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Bank of America also surveyed more than 3,000 people to ask how they would spend the new stimulus check. Even in the lowest-income category, 53% say they plan to either save, pay off debts or invest.<blockquote>美国银行还调查了3000多人，询问他们将如何使用新的刺激支票。即使在最低收入类别中，53%的人表示他们计划储蓄、偿还债务或投资。</blockquote> So what does that mean for investors? Bank of America says don’t count on anything more than a temporary inflation rebound. Supply disruptions will be relieved as the labor force returns to work, plus progress on artificial intelligence and automation could mean fewer industrial jobs to return to. If wage growth does accelerate, companies can afford to accelerate research and development.<blockquote>那么这对投资者意味着什么呢？美国银行表示，除了暂时的通胀反弹之外，不要指望任何事情。随着劳动力重返工作岗位，供应中断将得到缓解，再加上人工智能和自动化方面的进步可能意味着需要恢复的工业工作岗位减少。如果工资增长确实加速，公司就有能力加速研发。</blockquote> The research investment committee recommends what it calls prudent yield for bond allocations — high-yield corporate and municipal bonds, leveraged loans, preferred stock and convertible bonds have all outperformed the overall bond market. For stocks, it says buy small-cap growth when it dips, and the Nasdaq CompositeCOMP,+3.69%at 11,600 (which is 12% below Tuesday’s close).<blockquote>研究投资委员会建议评级债券配置的谨慎收益率——高收益公司和市政债券、杠杆贷款、优先股和可转换债券的表现均优于整体债券市场。对于股票，它表示在小盘股下跌时买入，纳斯达克综合指数上涨3.69%，至11,600点（比周二收盘价低12%）。</blockquote> Financials are its favorite sector since it can win either way. If Bank of America’s inflation analysis is wrong, banks would benefit from a steeper yield curve and more housing and loan activity. If it is right, banks would be attractive, given higher stock buybacks and attractive yields.<blockquote>金融业是它最喜欢的行业，因为无论哪种方式它都能获胜。如果美国银行的通胀分析是错误的，银行将受益于更陡峭的收益率曲线以及更多的住房和贷款活动。如果这是正确的，鉴于更高的股票回购和有吸引力的收益率，银行将具有吸引力。</blockquote> The buzz<blockquote>嗡嗡声</blockquote> The House of Representatives is due to vote on the $1.9 trillion stimulus plan already approved by the U.S. Senate, at which point it will head to the White House for President Joe Biden’s signature. TheCongressional Budget Office estimates $1.1 trillion will be spent in 2021.<blockquote>众议院将对美国已经批准的1.9万亿美元刺激计划进行投票。参议院，届时它将前往白宫供乔·拜登总统签署。国会预算办公室估计2021年将花费1.1万亿美元。</blockquote> U.S. consumer price data for February will be the focus of a market suddenly obsessed with the prospect of inflation breaking out.<blockquote>美国2月消费者价格数据将成为突然痴迷于通胀爆发前景的市场关注焦点。</blockquote> Maryland become thelatest state to relax many of its COVID-19 restrictions.<blockquote>马里兰州成为最新一个放松许多新冠肺炎限制的州。</blockquote> The U.S. and China are discussing sending their top diplomats to Alaska in a bid to reset relations for the Biden administration,according to the South China Morning Post.<blockquote>据《南华早报》报道，美国和中国正在讨论向阿拉斯加派遣高级外交官，以帮助拜登政府重置关系。</blockquote> PfizerPFE,+0.29%and BioNTechBNTX,+6.86%agreed to provide 4 million extra coroanvirus vaccine doses to the European Union.<blockquote>辉瑞PFE,+0.29%和BioNTechBNTX,+6.86%同意向欧盟额外提供400万剂冠状病毒疫苗。</blockquote> Roblox Corp.scored a reference price of $45 a share from the New York Stock Exchange as the tween-centric gaming platform prepares to go public through a direct listing on Wednesday.<blockquote>Roblox Corp.在纽约证券交易所获得了每股45美元的参考价，这家以青少年为中心的游戏平台准备于周三通过直接上市上市。</blockquote> Luxury home builder Toll BrothersTOL,-0.43%reported a 70% jump in its first-quarter profit.<blockquote>豪华住宅建筑商Toll BrothersTOL,-0.43%报告第一季度利润增长70%。</blockquote> The market<blockquote>市场</blockquote> After Tuesday’s big surge in technology stocks and bonds, it was looking calmer in the early going. U.S. stock futuresES00,-0.06%NQ00,-0.40%dipped slightly, and the yield on the 10-year TreasuryTMUBMUSD10Y,1.562%edged up to 1.56%.<blockquote>在周二科技股和债券大幅飙升后，早盘看起来较为平静。美股期货ES00,-0.06%NQ00,-0.40%小幅下跌，10年期国债收益率TMUBMUSD10Y, 1.562%小幅上涨至1.56%。</blockquote> Bitcoin futuresBTC.1,+2.42%climbed over $55,000.<blockquote>比特币期货BTC.1,+2.42%攀升至55,000美元以上。</blockquote> The chart<blockquote>图表</blockquote> <img src=\"https://static.tigerbbs.com/f31e46e6528fc893194850ac08ca2a74\" tg-width=\"620\" tg-height=\"335\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Portfolio strategists at Bernstein Research carved the economic cycle into four different parts and tested how well different investment style factors fared. Value stocks did best in the current “recovery” part of the economic cycle.<blockquote>伯恩斯坦研究公司的投资组合策略师将经济周期分为四个不同的部分，并测试了不同投资风格因素的表现。价值股在当前经济周期的“复苏”部分表现最好。</blockquote>","source":"market_watch","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>The stimulus money isn’t going to be spent, Bank of America says, so here are the investment moves to make<blockquote>美国银行表示，刺激资金不会花掉，因此以下是需要采取的投资举措</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\">\nThe stimulus money isn’t going to be spent, Bank of America says, so here are the investment moves to make<blockquote>美国银行表示，刺激资金不会花掉，因此以下是需要采取的投资举措</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 21:22\n\n</h4>\n</header>\n<article>\nCritical information for the trading day<blockquote>交易日的关键信息</blockquote> The big talk not just in markets but in politics is whether the new round of stimulus will overheat the economy.<blockquote>不仅在市场上，而且在政治上，最大的话题是新一轮刺激是否会使经济过热。</blockquote> Bank of America’s research investment committee say it won’t, and brings some new data to the table. First, itcited data from the Census Bureaushowing that of the households who received a $600 stimulus check in the first half of February, 73% saved or paid down debt.Consumer credit also unexpectedly fellin January.<blockquote>美国银行研究投资委员会表示不会，并带来了一些新数据。首先，它引用了人口普查局的数据，显示在2月上半月收到600美元刺激支票的家庭中，73%的家庭储蓄或偿还了债务。一月份消费信贷也意外下降。</blockquote> <img src=\"https://static.tigerbbs.com/a9e3334cb85210766345c791422c52a4\" tg-width=\"619\" tg-height=\"455\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Bank of America also surveyed more than 3,000 people to ask how they would spend the new stimulus check. Even in the lowest-income category, 53% say they plan to either save, pay off debts or invest.<blockquote>美国银行还调查了3000多人，询问他们将如何使用新的刺激支票。即使在最低收入类别中，53%的人表示他们计划储蓄、偿还债务或投资。</blockquote> So what does that mean for investors? Bank of America says don’t count on anything more than a temporary inflation rebound. Supply disruptions will be relieved as the labor force returns to work, plus progress on artificial intelligence and automation could mean fewer industrial jobs to return to. If wage growth does accelerate, companies can afford to accelerate research and development.<blockquote>那么这对投资者意味着什么呢？美国银行表示，除了暂时的通胀反弹之外，不要指望任何事情。随着劳动力重返工作岗位，供应中断将得到缓解，再加上人工智能和自动化方面的进步可能意味着需要恢复的工业工作岗位减少。如果工资增长确实加速，公司就有能力加速研发。</blockquote> The research investment committee recommends what it calls prudent yield for bond allocations — high-yield corporate and municipal bonds, leveraged loans, preferred stock and convertible bonds have all outperformed the overall bond market. For stocks, it says buy small-cap growth when it dips, and the Nasdaq CompositeCOMP,+3.69%at 11,600 (which is 12% below Tuesday’s close).<blockquote>研究投资委员会建议评级债券配置的谨慎收益率——高收益公司和市政债券、杠杆贷款、优先股和可转换债券的表现均优于整体债券市场。对于股票，它表示在小盘股下跌时买入，纳斯达克综合指数上涨3.69%，至11,600点（比周二收盘价低12%）。</blockquote> Financials are its favorite sector since it can win either way. If Bank of America’s inflation analysis is wrong, banks would benefit from a steeper yield curve and more housing and loan activity. If it is right, banks would be attractive, given higher stock buybacks and attractive yields.<blockquote>金融业是它最喜欢的行业，因为无论哪种方式它都能获胜。如果美国银行的通胀分析是错误的，银行将受益于更陡峭的收益率曲线以及更多的住房和贷款活动。如果这是正确的，鉴于更高的股票回购和有吸引力的收益率，银行将具有吸引力。</blockquote> The buzz<blockquote>嗡嗡声</blockquote> The House of Representatives is due to vote on the $1.9 trillion stimulus plan already approved by the U.S. Senate, at which point it will head to the White House for President Joe Biden’s signature. TheCongressional Budget Office estimates $1.1 trillion will be spent in 2021.<blockquote>众议院将对美国已经批准的1.9万亿美元刺激计划进行投票。参议院，届时它将前往白宫供乔·拜登总统签署。国会预算办公室估计2021年将花费1.1万亿美元。</blockquote> U.S. consumer price data for February will be the focus of a market suddenly obsessed with the prospect of inflation breaking out.<blockquote>美国2月消费者价格数据将成为突然痴迷于通胀爆发前景的市场关注焦点。</blockquote> Maryland become thelatest state to relax many of its COVID-19 restrictions.<blockquote>马里兰州成为最新一个放松许多新冠肺炎限制的州。</blockquote> The U.S. and China are discussing sending their top diplomats to Alaska in a bid to reset relations for the Biden administration,according to the South China Morning Post.<blockquote>据《南华早报》报道，美国和中国正在讨论向阿拉斯加派遣高级外交官，以帮助拜登政府重置关系。</blockquote> PfizerPFE,+0.29%and BioNTechBNTX,+6.86%agreed to provide 4 million extra coroanvirus vaccine doses to the European Union.<blockquote>辉瑞PFE,+0.29%和BioNTechBNTX,+6.86%同意向欧盟额外提供400万剂冠状病毒疫苗。</blockquote> Roblox Corp.scored a reference price of $45 a share from the New York Stock Exchange as the tween-centric gaming platform prepares to go public through a direct listing on Wednesday.<blockquote>Roblox Corp.在纽约证券交易所获得了每股45美元的参考价，这家以青少年为中心的游戏平台准备于周三通过直接上市上市。</blockquote> Luxury home builder Toll BrothersTOL,-0.43%reported a 70% jump in its first-quarter profit.<blockquote>豪华住宅建筑商Toll BrothersTOL,-0.43%报告第一季度利润增长70%。</blockquote> The market<blockquote>市场</blockquote> After Tuesday’s big surge in technology stocks and bonds, it was looking calmer in the early going. U.S. stock futuresES00,-0.06%NQ00,-0.40%dipped slightly, and the yield on the 10-year TreasuryTMUBMUSD10Y,1.562%edged up to 1.56%.<blockquote>在周二科技股和债券大幅飙升后，早盘看起来较为平静。美股期货ES00,-0.06%NQ00,-0.40%小幅下跌，10年期国债收益率TMUBMUSD10Y, 1.562%小幅上涨至1.56%。</blockquote> Bitcoin futuresBTC.1,+2.42%climbed over $55,000.<blockquote>比特币期货BTC.1,+2.42%攀升至55,000美元以上。</blockquote> The chart<blockquote>图表</blockquote> <img src=\"https://static.tigerbbs.com/f31e46e6528fc893194850ac08ca2a74\" tg-width=\"620\" tg-height=\"335\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Portfolio strategists at Bernstein Research carved the economic cycle into four different parts and tested how well different investment style factors fared. Value stocks did best in the current “recovery” part of the economic cycle.<blockquote>伯恩斯坦研究公司的投资组合策略师将经济周期分为四个不同的部分，并测试了不同投资风格因素的表现。价值股在当前经济周期的“复苏”部分表现最好。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/the-stimulus-money-isnt-going-to-be-spent-bank-of-america-says-so-here-are-the-investment-moves-to-make-11615376336?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-stimulus-money-isnt-going-to-be-spent-bank-of-america-says-so-here-are-the-investment-moves-to-make-11615376336?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1197220350","content_text":"Critical information for the trading day\nThe big talk not just in markets but in politics is whether the new round of stimulus will overheat the economy.\nBank of America’s research investment committee say it won’t, and brings some new data to the table. First, itcited data from the Census Bureaushowing that of the households who received a $600 stimulus check in the first half of February, 73% saved or paid down debt.Consumer credit also unexpectedly fellin January.\n\nBank of America also surveyed more than 3,000 people to ask how they would spend the new stimulus check. Even in the lowest-income category, 53% say they plan to either save, pay off debts or invest.\nSo what does that mean for investors? Bank of America says don’t count on anything more than a temporary inflation rebound. Supply disruptions will be relieved as the labor force returns to work, plus progress on artificial intelligence and automation could mean fewer industrial jobs to return to. If wage growth does accelerate, companies can afford to accelerate research and development.\nThe research investment committee recommends what it calls prudent yield for bond allocations — high-yield corporate and municipal bonds, leveraged loans, preferred stock and convertible bonds have all outperformed the overall bond market. For stocks, it says buy small-cap growth when it dips, and the Nasdaq CompositeCOMP,+3.69%at 11,600 (which is 12% below Tuesday’s close).\nFinancials are its favorite sector since it can win either way. If Bank of America’s inflation analysis is wrong, banks would benefit from a steeper yield curve and more housing and loan activity. If it is right, banks would be attractive, given higher stock buybacks and attractive yields.\nThe buzz\nThe House of Representatives is due to vote on the $1.9 trillion stimulus plan already approved by the U.S. Senate, at which point it will head to the White House for President Joe Biden’s signature. TheCongressional Budget Office estimates $1.1 trillion will be spent in 2021.\nU.S. consumer price data for February will be the focus of a market suddenly obsessed with the prospect of inflation breaking out.\nMaryland become thelatest state to relax many of its COVID-19 restrictions.\nThe U.S. and China are discussing sending their top diplomats to Alaska in a bid to reset relations for the Biden administration,according to the South China Morning Post.\nPfizerPFE,+0.29%and BioNTechBNTX,+6.86%agreed to provide 4 million extra coroanvirus vaccine doses to the European Union.\nRoblox Corp.scored a reference price of $45 a share from the New York Stock Exchange as the tween-centric gaming platform prepares to go public through a direct listing on Wednesday.\nLuxury home builder Toll BrothersTOL,-0.43%reported a 70% jump in its first-quarter profit.\nThe market\nAfter Tuesday’s big surge in technology stocks and bonds, it was looking calmer in the early going. U.S. stock futuresES00,-0.06%NQ00,-0.40%dipped slightly, and the yield on the 10-year TreasuryTMUBMUSD10Y,1.562%edged up to 1.56%.\nBitcoin futuresBTC.1,+2.42%climbed over $55,000.\nThe chart\n\nPortfolio strategists at Bernstein Research carved the economic cycle into four different parts and tested how well different investment style factors fared. Value stocks did best in the current “recovery” part of the economic cycle.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2765,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

The stimulus money isn’t going to be spent, Bank of America says, so here are the investment moves to make<blockquote>美国银行表示，刺激资金不会花掉，因此以下是需要采取的投资举措</blockquote>

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