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2022-03-14

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The benchmark stock index has fallen for five of the past weeks. Investors have been spooked by the war in Ukraine and a rally in commodity prices sparked by the conflict, on top of the prospect of rising interest rates. They have pushed into perceived havens such as gold, while selling stocks.</p><p>Gains for stock futures suggested indexes would claw back some ground Monday. Investors said positive comments from both Ukrainian and Russian officials about a scheduled round of talks have given markets a boost. Contracts for the technology-focused Nasdaq-100 edged up 0.2% and futures for the Dow Jones Industrial Average gained 0.7%.</p><p>VIX and VIXmain fell 0.42% and 3.87% separately.</p><p>Gold-main 2204 fell 1.04% to $1964.3.</p><p>“The predominant story today is the better mood music coming out of Ukrainian and Russian negotiators,” said Edward Park, chief investment officer at Brooks Macdonald. “Expectations were pretty low at the tail end of last week.”</p><p>“There’s certainly a risk of a short-term bout of volatility should negotiations either pause or look like they’re turning in the wrong direction,” he added.</p><p>Ahead of the bell, shares of Occidental Petroleum fell 4.5%. Warren Buffett’s Berkshire Hathaway bought shares in the oil-and-gas producer valued at $1.5 billion, according to a late-Friday filing.</p><p>In overseas markets, the Stoxx Europe 600 rose 1.4%, led by shares of auto makers and banks.</p><p>In Asia, China’s Shanghai Composite Index dropped 2.6% after the city of Shenzhen went into lockdown to contain an outbreak of coronavirus. The shutdown, which is set to last at least a week, has halted operations at a number of manufacturers, including Foxconn Technology Group, a major iPhone assembler.</p><p>The lockdown could knock oil demand, pulling crude prices down. Brent-crude futures, the international benchmark, slipped 2.8% to $109.51 a barrel. A week ago, Brent prices hit $139 a barrel, their highest level since 2008, as the war in Ukraine disrupted global commodity supply markets. Investors said the retreat in oil prices since then had eased inflation concerns somewhat and helped soothe stock markets.</p><p>Elsewhere in commodity markets, nickel trading remained suspended on the London Metal Exchange, which stopped the market last week to contain a huge run-up in prices.</p><p>Investors are turning their attention toward the Federal Reserve’s monetary-policy meeting, which wraps up Wednesday. The central bank is expected to raise its benchmark rate for the first time since 2018 as officials look to cool demand and control inflation.</p><p>The central bank is navigating an unusually complicated environment of a tight labor market, supply disruptions, spiraling inflation and now, Russia’s invasion of Ukraine.</p><p>The yield on 10-year Treasury notes rose to 2.056% Monday from 2.004% Friday ahead of the meeting. Yields and bond prices move in opposite directions.</p></body></html>","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>Oil Falls, Stock Futures Rise as Investors Track Ukraine Negotiations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Falls, Stock Futures Rise as Investors Track Ukraine Negotiations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-14 18:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-03-14-2022-11647247258><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks were poised for muted gains and oil prices fell as investors surveyed developments in Ukraine and awaited the next meeting of the Federal Reserve.Futures for the S&P 500 rose 0.6% Monday. ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-03-14-2022-11647247258\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-03-14-2022-11647247258","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139183754","content_text":"U.S. stocks were poised for muted gains and oil prices fell as investors surveyed developments in Ukraine and awaited the next meeting of the Federal Reserve.Futures for the S&P 500 rose 0.6% Monday. The benchmark stock index has fallen for five of the past weeks. Investors have been spooked by the war in Ukraine and a rally in commodity prices sparked by the conflict, on top of the prospect of rising interest rates. They have pushed into perceived havens such as gold, while selling stocks.Gains for stock futures suggested indexes would claw back some ground Monday. Investors said positive comments from both Ukrainian and Russian officials about a scheduled round of talks have given markets a boost. Contracts for the technology-focused Nasdaq-100 edged up 0.2% and futures for the Dow Jones Industrial Average gained 0.7%.VIX and VIXmain fell 0.42% and 3.87% separately.Gold-main 2204 fell 1.04% to $1964.3.“The predominant story today is the better mood music coming out of Ukrainian and Russian negotiators,” said Edward Park, chief investment officer at Brooks Macdonald. “Expectations were pretty low at the tail end of last week.”“There’s certainly a risk of a short-term bout of volatility should negotiations either pause or look like they’re turning in the wrong direction,” he added.Ahead of the bell, shares of Occidental Petroleum fell 4.5%. Warren Buffett’s Berkshire Hathaway bought shares in the oil-and-gas producer valued at $1.5 billion, according to a late-Friday filing.In overseas markets, the Stoxx Europe 600 rose 1.4%, led by shares of auto makers and banks.In Asia, China’s Shanghai Composite Index dropped 2.6% after the city of Shenzhen went into lockdown to contain an outbreak of coronavirus. The shutdown, which is set to last at least a week, has halted operations at a number of manufacturers, including Foxconn Technology Group, a major iPhone assembler.The lockdown could knock oil demand, pulling crude prices down. Brent-crude futures, the international benchmark, slipped 2.8% to $109.51 a barrel. A week ago, Brent prices hit $139 a barrel, their highest level since 2008, as the war in Ukraine disrupted global commodity supply markets. Investors said the retreat in oil prices since then had eased inflation concerns somewhat and helped soothe stock markets.Elsewhere in commodity markets, nickel trading remained suspended on the London Metal Exchange, which stopped the market last week to contain a huge run-up in prices.Investors are turning their attention toward the Federal Reserve’s monetary-policy meeting, which wraps up Wednesday. The central bank is expected to raise its benchmark rate for the first time since 2018 as officials look to cool demand and control inflation.The central bank is navigating an unusually complicated environment of a tight labor market, supply disruptions, spiraling inflation and now, Russia’s invasion of Ukraine.The yield on 10-year Treasury notes rose to 2.056% Monday from 2.004% Friday ahead of the meeting. Yields and bond prices move in opposite directions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120098245,"gmtCreate":1624287185787,"gmtModify":1703832583888,"author":{"id":"3565412568016505","authorId":"3565412568016505","name":"pootypants","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565412568016505","authorIdStr":"3565412568016505"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120098245","repostId":"1188659531","repostType":4,"repost":{"id":"1188659531","kind":"news","pubTimestamp":1624286592,"share":"https://ttm.financial/m/news/1188659531?lang=&edition=fundamental","pubTime":"2021-06-21 22:43","market":"us","language":"en","title":"This Big Tech Stock Is Always on Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=1188659531","media":"The Wall Street Journal","summary":"Tencent’s anchor shareholder Prosus has revealed the value of its $39 billion portfolio of startups—","content":"<blockquote>\n Tencent’s anchor shareholder Prosus has revealed the value of its $39 billion portfolio of startups—and the full extent of its discount problem\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/7190040397780616cd6d06eb9b8f423c\" tg-width=\"879\" tg-height=\"513\">Getting 50% off isn’t such an unmissable opportunity when there is no end to the discounting in sight.</p>\n<p>Prosus is one of the most valuable tech companies listed in Europeby virtue of its big stakein Chinese internet giant Tencent, bought two decades ago for $34 million and now worth $216 billion, even after two share sales. The Amsterdam-based company also owns a portfolio of e-commerce startups that, like Tencent, have mainly thrived during the pandemic. Prosus revealed an estimate by Deloitte of their valuation for the first time Monday. According to the accounting firm, they are worth in aggregate $39 billion, up from roughly $20 billion a year ago.</p>\n<p>The strong valuation is a double-edged sword. It suggests that Prosus’ operations are headed in the right direction, but it also lays painfully bare the gulf between their value and its stock price. If you add the $39 billion to $216 billion for the Tencent stake, roughly $1 billion for a similar minority stake in Russian internet company Mail.ru and almost $12 billion in net cash, you get an implied equity value of $268 billion for Prosus. Its market capitalization is just $162 billion—a discount of 39%.</p>\n<p>The gap widens further if you step further up the ownership chain. Prosus is majority-owned by South African holding companyNaspers,NPSNY-0.70%whose shares trade roughly 23% below the value of its Prosus stake. Overall, Naspers shareholders are getting less than half the value of the internet businesses and stakes owned by Prosus.</p>\n<p>Such financial inefficiency might present an opportunity if the reasons weren’t so intractable. Naspers, which built the portfolio,spun Prosus offto reduce its own heavy weighting on the South African stock market, which gave portfolio managers an ongoing technical reason to sell its stock. Less than two years later, Naspers is as dominant on the exchange as ever.</p>\n<p>Prosus and Naspers have a new plan to address the problem, involving a cross-shareholding structure that will end in Prosus owning almost half of Naspers. The project received pushback from investors partly for its complexity, forcing the company to issue a public defense. Shareholders vote on the deal next month.</p>\n<p>Complexity may itself be one reason for the discount problem at Naspers and Prosus: Tying themselves in knots to answer one question just raises more. The only real resolution is a breakup, but the companies need their Tencent shares to fund bets on cash-draining industries like food delivery. They raised $14.6 billion by selling just 2% in April.</p>\n<p>Naspers and Prosus have an attractive portfolio, but investors can’t expect the current strategy to deliver anything close to full value for it.</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>This Big Tech Stock Is Always on Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Big Tech Stock Is Always on Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/this-big-tech-stock-is-always-on-sale-11624283672><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tencent’s anchor shareholder Prosus has revealed the value of its $39 billion portfolio of startups—and the full extent of its discount problem\n\nGetting 50% off isn’t such an unmissable opportunity ...</p>\n\n<a href=\"https://www.wsj.com/articles/this-big-tech-stock-is-always-on-sale-11624283672\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PROSF":"Prosus NV"},"source_url":"https://www.wsj.com/articles/this-big-tech-stock-is-always-on-sale-11624283672","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188659531","content_text":"Tencent’s anchor shareholder Prosus has revealed the value of its $39 billion portfolio of startups—and the full extent of its discount problem\n\nGetting 50% off isn’t such an unmissable opportunity when there is no end to the discounting in sight.\nProsus is one of the most valuable tech companies listed in Europeby virtue of its big stakein Chinese internet giant Tencent, bought two decades ago for $34 million and now worth $216 billion, even after two share sales. The Amsterdam-based company also owns a portfolio of e-commerce startups that, like Tencent, have mainly thrived during the pandemic. Prosus revealed an estimate by Deloitte of their valuation for the first time Monday. According to the accounting firm, they are worth in aggregate $39 billion, up from roughly $20 billion a year ago.\nThe strong valuation is a double-edged sword. It suggests that Prosus’ operations are headed in the right direction, but it also lays painfully bare the gulf between their value and its stock price. If you add the $39 billion to $216 billion for the Tencent stake, roughly $1 billion for a similar minority stake in Russian internet company Mail.ru and almost $12 billion in net cash, you get an implied equity value of $268 billion for Prosus. Its market capitalization is just $162 billion—a discount of 39%.\nThe gap widens further if you step further up the ownership chain. Prosus is majority-owned by South African holding companyNaspers,NPSNY-0.70%whose shares trade roughly 23% below the value of its Prosus stake. Overall, Naspers shareholders are getting less than half the value of the internet businesses and stakes owned by Prosus.\nSuch financial inefficiency might present an opportunity if the reasons weren’t so intractable. Naspers, which built the portfolio,spun Prosus offto reduce its own heavy weighting on the South African stock market, which gave portfolio managers an ongoing technical reason to sell its stock. Less than two years later, Naspers is as dominant on the exchange as ever.\nProsus and Naspers have a new plan to address the problem, involving a cross-shareholding structure that will end in Prosus owning almost half of Naspers. The project received pushback from investors partly for its complexity, forcing the company to issue a public defense. Shareholders vote on the deal next month.\nComplexity may itself be one reason for the discount problem at Naspers and Prosus: Tying themselves in knots to answer one question just raises more. The only real resolution is a breakup, but the companies need their Tencent shares to fund bets on cash-draining industries like food delivery. They raised $14.6 billion by selling just 2% in April.\nNaspers and Prosus have an attractive portfolio, but investors can’t expect the current strategy to deliver anything close to full value for it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191421266,"gmtCreate":1620900753855,"gmtModify":1704350131127,"author":{"id":"3565412568016505","authorId":"3565412568016505","name":"pootypants","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565412568016505","authorIdStr":"3565412568016505"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191421266","repostId":"1161375916","repostType":4,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9032930303,"gmtCreate":1647255273392,"gmtModify":1676534208262,"author":{"id":"3565412568016505","authorId":"3565412568016505","name":"pootypants","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565412568016505","authorIdStr":"3565412568016505"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032930303","repostId":"1139183754","repostType":4,"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191421266,"gmtCreate":1620900753855,"gmtModify":1704350131127,"author":{"id":"3565412568016505","authorId":"3565412568016505","name":"pootypants","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565412568016505","authorIdStr":"3565412568016505"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191421266","repostId":"1161375916","repostType":4,"repost":{"id":"1161375916","kind":"news","pubTimestamp":1620898704,"share":"https://ttm.financial/m/news/1161375916?lang=&edition=fundamental","pubTime":"2021-05-13 17:38","market":"us","language":"en","title":"Surging Inflation Is Hammering the Stock Market. Why It Isn’t Time to Panic Just Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1161375916","media":"Barron's","summary":"April’s inflation reportis out, and it was a doozy. But there might have been less to it than meets ","content":"<p>April’s inflation reportis out, and it was a doozy. But there might have been less to it than meets the eye.</p>\n<p>Yes,consumer-price inflation was strong, no matter how you looked at it. The consumer-price index rose 4.2% from a year ago and 0.8% from March. Removing food and energy prices doesn’t make the data look any weaker, with core CPI rising 0.9% in April from March and 3% year over year. Needless to say, those numbers, the strongest in decades, easily surpassed economists’ forecasts.</p>\n<p>But a closer look at the numbers suggests that the rise in inflation might lack staying power. Rosenberg Research’s David Rosenberg notes that most of the big gain came in sectors that were most affected by the pandemic. Prices for sporting events, for instance, jumped 10.1% in just one month, while plane tickets climbed 10.2%, and the price of a hotel room popped 8.8%.</p>\n<p>The other big gains came in sectors that have been hurt by the semiconductor shortage, with computer prices rising 5.1% in April and used-car prices up 10%. These sectors, however, accounted for just 7% of the overall U.S. economy, Rosenberg says.</p>\n<p>The other 93% of the economy rose 0.3%, right in line with expectations. “I understand this number was unexpectedly strong, but as I say, and as I sift through the data, is rather easily explained,” Rosenberg writes.</p>\n<p>That doesn’t mean inflation couldn’t become a problem. Rick Rieder, BlackRock’s chief investment officer for global fixed income, notes that auto-industry data often lags behind the figures for used cars, which suggests that inflation in car prices isn’t going to go away just yet.</p>\n<p>The amount of inflation reflected in five-year Treasury inflation-protected securities, or TIPS, is also around 2.8%, well above the Fed’s 2% target, Rieder writes. “The risk of overheating in multiple places across the financial and real asset arenas is becoming more and more of a realistic challenge for future policy, as some have suggested, and without an evolution of what heretofore has been policy reacting to emergency economic conditions, the risk from this will only grow,” he writes.</p>\n<p>That helps explain why thestock market has had such a painful reactionto the CPI data: TheDow Jones Industrial Averagehas fallen 464.47 points, or 1.4%, while theS&amp;P 500has dropped 1.7%, and theNasdaq Compositehas slumped. 2.2%.</p>\n<p>If the Fed is forced to act sooner rather than later, it would mean tough times not only for expensive growth stocks, like the ones in the Nasdaq, but also for the economically sensitive shares that dominate the Dow. “Rising inflation concerns have been stalking the market all week,” writes Fiona Cincotta, senior financial markets analyst at City Index. “Today’s CPI data confirmed the markets’ fear that inflation is roaring higher.”</p>\n<p>For now, though, it is simply one report, just as Friday’s payroll disappointment was one data point. As a result, Chairman Jerome Powell and the Federal Reserve are likely to wait for more evidence of runaway inflation before acting. “We doubt this report will change Fed officials’ view that those pressures are ‘largely transitory,” writes Michael Pearce, senior U.S. economist at Capital Economics. “It’s just that there’s a lot more ‘transitory’ than they were expecting.”</p>\n<p>You can say that again.</p>","source":"lsy1610680873436","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>Surging Inflation Is Hammering the Stock Market. Why It Isn’t Time to Panic Just Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSurging Inflation Is Hammering the Stock Market. Why It Isn’t Time to Panic Just Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-13 17:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/surging-inflation-is-hammering-the-stock-market-why-it-isnt-time-to-panic-just-yet-51620840433?mod=hp_LEAD_2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April’s inflation reportis out, and it was a doozy. But there might have been less to it than meets the eye.\nYes,consumer-price inflation was strong, no matter how you looked at it. The consumer-price...</p>\n\n<a href=\"https://www.barrons.com/articles/surging-inflation-is-hammering-the-stock-market-why-it-isnt-time-to-panic-just-yet-51620840433?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/surging-inflation-is-hammering-the-stock-market-why-it-isnt-time-to-panic-just-yet-51620840433?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161375916","content_text":"April’s inflation reportis out, and it was a doozy. But there might have been less to it than meets the eye.\nYes,consumer-price inflation was strong, no matter how you looked at it. The consumer-price index rose 4.2% from a year ago and 0.8% from March. Removing food and energy prices doesn’t make the data look any weaker, with core CPI rising 0.9% in April from March and 3% year over year. Needless to say, those numbers, the strongest in decades, easily surpassed economists’ forecasts.\nBut a closer look at the numbers suggests that the rise in inflation might lack staying power. Rosenberg Research’s David Rosenberg notes that most of the big gain came in sectors that were most affected by the pandemic. Prices for sporting events, for instance, jumped 10.1% in just one month, while plane tickets climbed 10.2%, and the price of a hotel room popped 8.8%.\nThe other big gains came in sectors that have been hurt by the semiconductor shortage, with computer prices rising 5.1% in April and used-car prices up 10%. These sectors, however, accounted for just 7% of the overall U.S. economy, Rosenberg says.\nThe other 93% of the economy rose 0.3%, right in line with expectations. “I understand this number was unexpectedly strong, but as I say, and as I sift through the data, is rather easily explained,” Rosenberg writes.\nThat doesn’t mean inflation couldn’t become a problem. Rick Rieder, BlackRock’s chief investment officer for global fixed income, notes that auto-industry data often lags behind the figures for used cars, which suggests that inflation in car prices isn’t going to go away just yet.\nThe amount of inflation reflected in five-year Treasury inflation-protected securities, or TIPS, is also around 2.8%, well above the Fed’s 2% target, Rieder writes. “The risk of overheating in multiple places across the financial and real asset arenas is becoming more and more of a realistic challenge for future policy, as some have suggested, and without an evolution of what heretofore has been policy reacting to emergency economic conditions, the risk from this will only grow,” he writes.\nThat helps explain why thestock market has had such a painful reactionto the CPI data: TheDow Jones Industrial Averagehas fallen 464.47 points, or 1.4%, while theS&P 500has dropped 1.7%, and theNasdaq Compositehas slumped. 2.2%.\nIf the Fed is forced to act sooner rather than later, it would mean tough times not only for expensive growth stocks, like the ones in the Nasdaq, but also for the economically sensitive shares that dominate the Dow. “Rising inflation concerns have been stalking the market all week,” writes Fiona Cincotta, senior financial markets analyst at City Index. “Today’s CPI data confirmed the markets’ fear that inflation is roaring higher.”\nFor now, though, it is simply one report, just as Friday’s payroll disappointment was one data point. As a result, Chairman Jerome Powell and the Federal Reserve are likely to wait for more evidence of runaway inflation before acting. “We doubt this report will change Fed officials’ view that those pressures are ‘largely transitory,” writes Michael Pearce, senior U.S. economist at Capital Economics. “It’s just that there’s a lot more ‘transitory’ than they were expecting.”\nYou can say that again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120098245,"gmtCreate":1624287185787,"gmtModify":1703832583888,"author":{"id":"3565412568016505","authorId":"3565412568016505","name":"pootypants","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565412568016505","authorIdStr":"3565412568016505"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120098245","repostId":"1188659531","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}