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TAILO
2022-08-06
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Last Night and This Morning | Expectations of violent rate hike reignite! Another "epic 'demon stock'" has emerged.
TAILO
2022-08-01
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Foreign Media Headlines | Federal Reserve's Kashkari Says Inflation is Very Worrying
TAILO
2022-12-31
$特斯拉(TSLA)$
TAILO
2022-12-23
$特斯拉(TSLA)$
TAILO
2022-08-02
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TAILO
2023-01-02
$特斯拉(TSLA)$
TAILO
2022-11-10
$爱奇艺(IQ)$
TAILO
2022-10-06
$特斯拉(TSLA)$
TAILO
2022-10-04
$蔚来(NIO)$
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2022-10-19
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","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913509523","repostId":"1163125162","repostType":4,"repost":{"id":"1163125162","kind":"news","pubTimestamp":1663940372,"share":"https://ttm.financial/m/news/1163125162?lang=en_US&edition=fundamental","pubTime":"2022-09-23 21:39","market":"sh","language":"zh","title":"Bridgewater's latest interview with Dalio! He bluntly stated that he would go long on the Chinese","url":"https://stock-news.laohu8.com/highlight/detail?id=1163125162","media":"资识","summary":"精彩观点1、货币政策会持续收紧，直到经济带来的痛苦大于通胀带来的痛苦。2、当通胀过高，债券持有者将会获得一个很差的回报，但很多人没有意识到这一点，因为他们一直认为风险最小的投资是现金，而他们因为现金损","content":"<p><html><head></head><body><b>Brilliant viewpoint</b></p><p><b>1. Monetary policy will continue to tighten until the pain caused by the economy outweighs the pain caused by inflation.</b><b>2. When inflation is too high, bondholders will receive poor returns, but many people do not realize this because they have always believed that the least risky investment is cash, and they have lost a lot of money because of cash.</b><b>3. We are currently mainly relying on the cash balance we have accumulated in the past to balance our expenses, so you will see durable consumer goods industries such as housing and automobiles begin to tighten, you will see cash depletion and loan delinquency rates rise, and you will see all these classic indicators from the early days of the (recession). At this point, economic growth will become insignificant.</b><b>4. Republicans are more conservative than ever, Democrats are more liberal than ever, and cross-party voting is the least since 1900.</b><b>5. For most retail investors and some institutional investors, the biggest problem is that they believe that a sharp increase in assets is a good investment, regardless of whether it is expensive or not.</b><b>6. I have been bullish on the Chinese market for a long time, and the current situation is that the prices of Chinese assets are very low.</b>The above are the views expressed by Bridgewater Associates founder Ray Dalio during a conversation with MarketWatch editor-in-chief Mark DeCambre on September 21, local time in the United States.</p><p>On Wednesday, the Federal Reserve announced a 75 basis point rate hike, raising its Federal Funds rate target range to between 3.00% and 3.25%. This is the fifth rate hike by the Federal Reserve this year and the third consecutive rate hike of 75 basis points, marking the largest intensive rate hike since 1981.</p><p>In response, Dalio stated that this is far from over.</p><p><b>“You often hear them (the Federal Reserve) say they want to raise interest rates and fight inflation, but they don’t talk about the pain that comes with it… Monetary policy will continue to tighten until the economic pain outweighs the pain of inflation.”</b></p><p>Dalio believes that interest rates need to reach around 4%-5% or even higher to stabilize. In 2023-2024, the economy will continue to deteriorate, and stagflation will begin to emerge in 2023.</p><p>This is the result of multiple factors working together.</p><p>Dalio stated that the United States is currently suffering from the most severe political polarization in over a century and is facing the largest wealth gap to date, with almost everything being clearly debated internally.</p><p><b>\"The internal conflict you see is an ideological conflict, an economic conflict. Due to huge debts and financial assets, as well as the constant lack of opportunities, we need to adjust the economic structure.\"</b></p><p>In addition to internal conflicts, the international situation is also in dire straits.<b>Supply chain disruptions and the resulting inefficiencies, coupled with the addition of many costs, are the reasons for the high inflation rate.</b>”</p><p>Dalio has repeatedly emphasized that cash is junk, but that doesn't mean investors will be helpless. At the end of the article, he proposed three ways to cope. He also emphasized not to focus on market timing.<b>For most retail investors and some institutional investors, the biggest problem is that they believe that a significant increase in assets is a good investment, regardless of whether it is expensive or not.</b></p><p>According to Dalio, Bridgewater's Pure Alpha fund is up 25% year-to-date, slightly lower than the 32% gain through June reported by Bloomberg earlier this year, but still well above the S&P 500.</p><p><img src=\"https://static.tigerbbs.com/f859412d3bc813acbdb1ec602a2877a5\" tg-width=\"1050\" tg-height=\"588\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Smart Investors' overseas researchers listened to the dialogue and exchange on site, and translated Dalio's full speech to share with everyone.</b></p><p><b>Monetary policy will continue to tighten.</b></p><p><b>Q:</b>As early as May 2021, you said that the current problem is that the government needs more money, so they have to print more money. The prices of everything, including stocks and real estate, will skyrocket, while the dollar will depreciate. (Click to go directly to: Congtou Translation | Dalio talks to CoinDesk Chief Content Officer in May 2021) How did you know back then? Inflation wasn't at its current level back then. What signals did you see that made you think that?</p><p><b>Dalio:</b>It's not complicated. If you give people a lot of money and credit, they will spend a lot of money. When you have a lot of money and credit available, there will be a lot of spending on goods, services, and financial assets.</p><p>These are some simple calculations. What I want to do most is to teach a man to fish for a day, not to give him a fish. So I want to take this opportunity to explain some market mechanisms.</p><p>Investors believe that cash is safe and illiquid, but if you think that way, you are losing a lot of purchasing power and you are losing a lot of wealth.</p><p>These basic things are exactly what I want to convey.</p><p><b>Q:</b>What do you think the Federal Reserve needs to do?</p><p><b>Dalio:</b>The Federal Reserve always weighs the balance between supporting the economy and tackling inflation, because when they inject more money and credit, they spend more.</p><p><b>So prices become expensive, and then they take the money away, making prices even more expensive.</b>You often hear them talk about raising interest rates, fighting inflation,<b>But they don't talk about the pain that comes with it.</b></p><p>All they have to do is balance.<b>Monetary policy will continue to tighten until the economic pain outweighs the pain caused by inflation.</b></p><p>The question is what level interest rates need to reach before they can stabilize.</p><p><b>Q:</b>What level do you think it might be?</p><p><b>Dalio:</b>I think it will be between 4% and 5%.</p><p>People have no money now, and money is depreciating. If you keep your money in your hand, deposit it in a bank, or invest it, your actual return will be negative. Therefore, they will have to raise short-term and long-term interest rates to around 4.5%, and possibly even higher.</p><p>That could bring the net inflation rate to zero.</p><p>However, the market economy will be affected in any case, and raising interest rates will affect all major asset classes because these assets must compete with higher interest rates, such as financing becoming more expensive. Therefore, this has a negative impact on stocks and other markets, which then creates credit spreads and has a range of consequences.</p><p>I think things might develop in this way.</p><p><b>rate hike will have a 20% negative impact on the stock market.</b></p><p><b>Q:</b>You recently mentioned that rate hike might cause the U.S. stock market to fall by 20%. Do you still think so?</p><p><b>Dalio:</b>I still believe that now. Rising interest rates intensify competition between assets, causing stock prices to fall and harming earnings and the economy.</p><p>Another issue is the discount rate. When the discount rate rises, the present value of future cash flows will decrease, which will have a negative impact.</p><p>When you invest, you are paying for the company's future cash flow in one lump sum.</p><p>We use the discount rate to calculate the present value of future cash flows. When interest rates drop to zero or near zero, you will not change the discount rate. This will increase the prices of all assets, and everything will rise, including house prices.</p><p>Another negative effect of raising interest rates, if cash flows are the same, is that the value of all asset classes will decrease.</p><p>However, cash flows cannot be exactly the same because the purchase volume of assets will decrease, not only in the purchase volume of financial assets but also in the purchase volume of goods and services.</p><p>You will find,<b>Inflation will accompany economic setbacks.</b></p><p><b>The Federal Reserve will sell more bonds</b></p><p><b>Q:</b>Let's change direction a little. You've spent a long time studying the history of major powers. What are your thoughts?</p><p><b>Dalio:</b>Let me explain, I'm a very practical person, making money in the market is my game, and that's what I'm doing.</p><p>I realized many times that something that had never happened before was now happening. It was precisely because we studied the Great Depression that we were able to predict the financial crises of 2000 and 2008.</p><p>In our lives, there are three things that never happened but are very important.</p><p>The first is the amount of our debt and the debt generation rate, as well as the monetization of debt, which is the central bank printing money and purchasing financial assets. This was most evident in the 1930s.</p><p><b>Q:</b>Since 2020, we have printed a large amount of excess money because it is necessary to stimulate the global economy.</p><p><b>Dalio:</b>In the world we live in today, the demand for money is extremely high.</p><p>When I consider how much money to spend, I must consider what aspects I can avoid spending money on so that I can spend it on other things, after all, money is limited.</p><p>We are now facing a chaotic situation, which could be due to the wealth gap, infrastructure, the green economy, or the enormous costs brought about by the Russia-Ukraine conflict. The world is becoming increasingly threatening, and we need to invest more money in defense.</p><p><b>Everyone says we need to spend more money, and in a sense we do need to spend more money. But where is the money? Where does the money come from?</b></p><p><b>Q:</b>They want to print money.</p><p><b>Dalio:</b>Now, even though the fiscal deficit is falling, we still have a sizable budget deficit, about 5% of GDP, which means the federal government will have to sell bonds.</p><p>The Federal Reserve has stated that it will reduce its balance sheet, so they will sell another 5% of GDP, or 10% of GDP, in the form of bonds.</p><p><b>Q:</b>The balance sheet is still very rich, at almost $9 trillion.</p><p><b>Dalio:</b>Yes, but their plan is to reduce it to $1.1 trillion in the next few years. This means they will sell bonds, and they must sell bonds. But who will buy these bonds?</p><p><b>Q:</b>Will China buy these bonds?</p><p><b>Dalio:</b>They wouldn't buy that much either.</p><p>Investors' bond portfolios have changed. We experienced a 40-year bond bull market, so everyone who holds bonds believes that bond prices will rise, and they have increasingly held this view over the past 40 years.</p><p>Then interest rates dropped to a very low level, some people held bonds with negative real returns, and everyone wanted to sell them.</p><p>The question is, how do we balance this?</p><p>When personal credit is reduced, people spend less, so people must always pay attention to the balance sheet. Debt is one of the easiest things to stimulate the economy; in other words, you can get money by borrowing.</p><p>Few people pay attention to where the money comes from or what it leads to.</p><p><b>When inflation is too high, bondholders will receive poor returns, but many people don't realize this because they always believe that the least risky investment is cash, and they lose a lot of money because of cash.</b></p><p><b>The number of internal conflicts in the United States is now the highest since 1900.</b></p><p><b>Q:</b>Given our current environment, is cash still junk from an economic perspective?</p><p><b>Dalio:</b>Cash only brings negative real returns, so cash is still a junk investment compared to other investments.</p><p>And one more thing,<b>We now have the most political and internal conflicts since 1900, even more than in Germany in the 1930s, mainly between the left and the right.</b></p><p><b>Q:</b>How did you come to this conclusion?</p><p><b>Dalio:</b>I use the wealth gap as a measure, and I also pay attention to the voting results.</p><p>If we distinguish between conservatism and liberalism based on the number of economic policies,<b>Republicans are more conservative than ever, Democrats are more liberal than ever, and cross-party voting is the least since 1900.</b></p><p>And now facing the largest wealth gap to date, there is obvious internal debate about almost everything.</p><p>You will find that some facts still raise doubts, such as whether both sides will accept the results of the next presidential election.</p><p>The internal conflict you see is an ideological conflict, an economic conflict, and due to huge debts and financial assets, as well as the constant lack of opportunities, we need to adjust the economic structure.</p><p>My wife's work in Connecticut is about disconnected high school students in impoverished communities.</p><p>Here's some data: Connecticut is one of the wealthiest states in the United States, and 22% of its high school students are either disengaged or disconnected. Disengagement means their absenteeism rate is greater than 25% and they fail courses. The disconnect means they no longer know where they are.</p><p>Poverty is the most important problem for a city, and there are many problems caused by poverty, resulting in many economic conflicts.</p><p>What does this mean for taxes? What does this mean for wealth redistribution? What will the future hold? Therefore, the United States will also face various problems at the political level.</p><p>You will see residents moving from one place to another, and this flow will have an impact on the market. Because you change tax rates and other factors that affect the market, this will have a significant impact on our lives.</p><p><b>We are very close to a recession.</b></p><p><b>Q:</b>Do you think we are in a recession now or about to enter a recession?</p><p><b>Dalio:</b>We are very close to a recession because we are already at a zero growth rate. It doesn't matter whether the growth rate is higher or lower. What matters is that we are very close to this red line.</p><p><b>We are currently mainly relying on the cash balance we have accumulated over the past period to balance our expenses, so you will see durable consumer goods industries such as housing and automobiles begin to tighten, you will see cash depletion, loan delinquency rates rise, and you will see all these early, very classic indicators. At this point, economic growth will become insignificant.</b></p><p><b>Q:</b>Will the recession worsen in 2023 or 2024?</p><p><b>Dalio:</b>I believe the economy will deteriorate in 2023 or 2024, which will also have an impact on the election.</p><p>Another point that cannot be ignored is international conflicts. These points complement each other, such as the impact of the Russia-Ukraine conflict on global inflation and the economic environment, especially on Europe.</p><p>If we have a conflict with China, it will impact the economy in many ways. In some cases, these factors combine to have an impact, which is very important. The reason I study 500 years of history is because sometimes history repeats itself.</p><p><b>Stagflation will begin to emerge in 2023.</b></p><p><b>Q:</b>This is the law of the ever-changing world order. So in summary, the economic recession in 2023-2024 will be prolonged and strong.</p><p><b>Dalio:</b>This largely depends on the nature of these things happening simultaneously. I think stagflation will occur.</p><p><b>Q:</b>Why is there stagflation? The current unemployment rate in the labor market is only 3%, which looks very strong. I understand that we are seeing signs of a recession now, but it has not yet reached the level of stagflation, has it?</p><p><b>Dalio:</b>Yes, what should be the bigger concern for the Federal Reserve's policy? It is not the unemployment rate; rather, they are actually the cause of the unemployment rate problem.</p><p>Reducing free cash flow, rising unemployment, tightening liquidity, and reducing people's spending... we may be on the verge of this change right now.</p><p>At the same time, we must also address external conflicts.<b>There are five forms of war in this world: trade wars, technology wars, wars of geopolitical influence, capital wars, and military wars.</b></p><p><b>Q:</b>Is the technology war just a competition for technology? Will there still be cyberattacks?</p><p><b>Dalio:</b>It could evolve into a cyberattack, and the technology a nation develops would have significant military implications. Therefore, whichever side wins the technological war will also win the military war.</p><p>The United States and China are in conflict for various reasons, and a technology war is underway between them. This war also represents that both sides want to be self-sufficient in the face of potential sanctions.</p><p><b>If the US were to boycott China one day, the economic pressure would be enormous.</b></p><p><b>Q:</b>Are you still long on the Chinese market?</p><p><b>Dalio:</b>I have been bullish on the Chinese market for a long time, and the current situation is that the prices of Chinese assets are very low.</p><p>I'd like to return to the previous topic: 22% of our manufactured goods come from China. If one day China becomes in the same situation as Russia, in other words...<b>If one day we all have to boycott China, the economic pressure will be enormous.</b>。</p><p>What I want to say is that even a country like Russia, which is not that economically powerful, will have a significant impact on the world economy due to the Russia-Ukraine conflict.</p><p>This answers your first question.<b>Supply chain disruptions and the resulting inefficiencies, coupled with the addition of many costs, are the reasons for the high inflation rate.</b></p><p><b>I believe stagflation will begin to emerge in 2023.</b>What we should be worried about is what impact it will have on the 2024 election.</p><p>Because if the economy is bad, people will start to get angry because a significant portion of the population is suffering.</p><p><b>Cash is garbage, but you can do these three things</b></p><p><b>Q:</b>You mentioned that holding cash is a terrible asset, and bonds are also underperforming, so what should we do?</p><p><b>Dalio:</b>The first thing to do is look at the return on your assets, including the actual amount of cash denominated in US dollars, which is equivalent to...<b>Assess your purchasing power.</b></p><p>Next you should<b>Think about your asset classes</b>For example, inflation-indexed bonds may be better than nominal bonds.</p><p>Third, you need<b>Diversified portfolio</b>Although I believe most assets are in a downward trend, as an individual investor, I do not support market timing because the world is changing rapidly.</p><p>One of the most important things you need to do is build a balanced portfolio instead of focusing on market timing.</p><p>You need to pay attention to the correlation between assets.<b>For most retail investors and some institutional investors, the biggest problem is that they believe that a sharp rise in assets is a good investment, regardless of whether it is expensive or not.</b></p><p></body></html></p>","source":"lsy1590499050225","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>Bridgewater's latest interview with Dalio! He bluntly stated that he would go long on the Chinese</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\">\nBridgewater's latest interview with Dalio! He bluntly stated that he would go long on the Chinese\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">资识</strong><span class=\"h-time small\">2022-09-23 21:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Brilliant viewpoint</b></p><p><b>1. Monetary policy will continue to tighten until the pain caused by the economy outweighs the pain caused by inflation.</b><b>2. When inflation is too high, bondholders will receive poor returns, but many people do not realize this because they have always believed that the least risky investment is cash, and they have lost a lot of money because of cash.</b><b>3. We are currently mainly relying on the cash balance we have accumulated in the past to balance our expenses, so you will see durable consumer goods industries such as housing and automobiles begin to tighten, you will see cash depletion and loan delinquency rates rise, and you will see all these classic indicators from the early days of the (recession). At this point, economic growth will become insignificant.</b><b>4. Republicans are more conservative than ever, Democrats are more liberal than ever, and cross-party voting is the least since 1900.</b><b>5. For most retail investors and some institutional investors, the biggest problem is that they believe that a sharp increase in assets is a good investment, regardless of whether it is expensive or not.</b><b>6. I have been bullish on the Chinese market for a long time, and the current situation is that the prices of Chinese assets are very low.</b>The above are the views expressed by Bridgewater Associates founder Ray Dalio during a conversation with MarketWatch editor-in-chief Mark DeCambre on September 21, local time in the United States.</p><p>On Wednesday, the Federal Reserve announced a 75 basis point rate hike, raising its Federal Funds rate target range to between 3.00% and 3.25%. This is the fifth rate hike by the Federal Reserve this year and the third consecutive rate hike of 75 basis points, marking the largest intensive rate hike since 1981.</p><p>In response, Dalio stated that this is far from over.</p><p><b>“You often hear them (the Federal Reserve) say they want to raise interest rates and fight inflation, but they don’t talk about the pain that comes with it… Monetary policy will continue to tighten until the economic pain outweighs the pain of inflation.”</b></p><p>Dalio believes that interest rates need to reach around 4%-5% or even higher to stabilize. In 2023-2024, the economy will continue to deteriorate, and stagflation will begin to emerge in 2023.</p><p>This is the result of multiple factors working together.</p><p>Dalio stated that the United States is currently suffering from the most severe political polarization in over a century and is facing the largest wealth gap to date, with almost everything being clearly debated internally.</p><p><b>\"The internal conflict you see is an ideological conflict, an economic conflict. Due to huge debts and financial assets, as well as the constant lack of opportunities, we need to adjust the economic structure.\"</b></p><p>In addition to internal conflicts, the international situation is also in dire straits.<b>Supply chain disruptions and the resulting inefficiencies, coupled with the addition of many costs, are the reasons for the high inflation rate.</b>”</p><p>Dalio has repeatedly emphasized that cash is junk, but that doesn't mean investors will be helpless. At the end of the article, he proposed three ways to cope. He also emphasized not to focus on market timing.<b>For most retail investors and some institutional investors, the biggest problem is that they believe that a significant increase in assets is a good investment, regardless of whether it is expensive or not.</b></p><p>According to Dalio, Bridgewater's Pure Alpha fund is up 25% year-to-date, slightly lower than the 32% gain through June reported by Bloomberg earlier this year, but still well above the S&P 500.</p><p><img src=\"https://static.tigerbbs.com/f859412d3bc813acbdb1ec602a2877a5\" tg-width=\"1050\" tg-height=\"588\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Smart Investors' overseas researchers listened to the dialogue and exchange on site, and translated Dalio's full speech to share with everyone.</b></p><p><b>Monetary policy will continue to tighten.</b></p><p><b>Q:</b>As early as May 2021, you said that the current problem is that the government needs more money, so they have to print more money. The prices of everything, including stocks and real estate, will skyrocket, while the dollar will depreciate. (Click to go directly to: Congtou Translation | Dalio talks to CoinDesk Chief Content Officer in May 2021) How did you know back then? Inflation wasn't at its current level back then. What signals did you see that made you think that?</p><p><b>Dalio:</b>It's not complicated. If you give people a lot of money and credit, they will spend a lot of money. When you have a lot of money and credit available, there will be a lot of spending on goods, services, and financial assets.</p><p>These are some simple calculations. What I want to do most is to teach a man to fish for a day, not to give him a fish. So I want to take this opportunity to explain some market mechanisms.</p><p>Investors believe that cash is safe and illiquid, but if you think that way, you are losing a lot of purchasing power and you are losing a lot of wealth.</p><p>These basic things are exactly what I want to convey.</p><p><b>Q:</b>What do you think the Federal Reserve needs to do?</p><p><b>Dalio:</b>The Federal Reserve always weighs the balance between supporting the economy and tackling inflation, because when they inject more money and credit, they spend more.</p><p><b>So prices become expensive, and then they take the money away, making prices even more expensive.</b>You often hear them talk about raising interest rates, fighting inflation,<b>But they don't talk about the pain that comes with it.</b></p><p>All they have to do is balance.<b>Monetary policy will continue to tighten until the economic pain outweighs the pain caused by inflation.</b></p><p>The question is what level interest rates need to reach before they can stabilize.</p><p><b>Q:</b>What level do you think it might be?</p><p><b>Dalio:</b>I think it will be between 4% and 5%.</p><p>People have no money now, and money is depreciating. If you keep your money in your hand, deposit it in a bank, or invest it, your actual return will be negative. Therefore, they will have to raise short-term and long-term interest rates to around 4.5%, and possibly even higher.</p><p>That could bring the net inflation rate to zero.</p><p>However, the market economy will be affected in any case, and raising interest rates will affect all major asset classes because these assets must compete with higher interest rates, such as financing becoming more expensive. Therefore, this has a negative impact on stocks and other markets, which then creates credit spreads and has a range of consequences.</p><p>I think things might develop in this way.</p><p><b>rate hike will have a 20% negative impact on the stock market.</b></p><p><b>Q:</b>You recently mentioned that rate hike might cause the U.S. stock market to fall by 20%. Do you still think so?</p><p><b>Dalio:</b>I still believe that now. Rising interest rates intensify competition between assets, causing stock prices to fall and harming earnings and the economy.</p><p>Another issue is the discount rate. When the discount rate rises, the present value of future cash flows will decrease, which will have a negative impact.</p><p>When you invest, you are paying for the company's future cash flow in one lump sum.</p><p>We use the discount rate to calculate the present value of future cash flows. When interest rates drop to zero or near zero, you will not change the discount rate. This will increase the prices of all assets, and everything will rise, including house prices.</p><p>Another negative effect of raising interest rates, if cash flows are the same, is that the value of all asset classes will decrease.</p><p>However, cash flows cannot be exactly the same because the purchase volume of assets will decrease, not only in the purchase volume of financial assets but also in the purchase volume of goods and services.</p><p>You will find,<b>Inflation will accompany economic setbacks.</b></p><p><b>The Federal Reserve will sell more bonds</b></p><p><b>Q:</b>Let's change direction a little. You've spent a long time studying the history of major powers. What are your thoughts?</p><p><b>Dalio:</b>Let me explain, I'm a very practical person, making money in the market is my game, and that's what I'm doing.</p><p>I realized many times that something that had never happened before was now happening. It was precisely because we studied the Great Depression that we were able to predict the financial crises of 2000 and 2008.</p><p>In our lives, there are three things that never happened but are very important.</p><p>The first is the amount of our debt and the debt generation rate, as well as the monetization of debt, which is the central bank printing money and purchasing financial assets. This was most evident in the 1930s.</p><p><b>Q:</b>Since 2020, we have printed a large amount of excess money because it is necessary to stimulate the global economy.</p><p><b>Dalio:</b>In the world we live in today, the demand for money is extremely high.</p><p>When I consider how much money to spend, I must consider what aspects I can avoid spending money on so that I can spend it on other things, after all, money is limited.</p><p>We are now facing a chaotic situation, which could be due to the wealth gap, infrastructure, the green economy, or the enormous costs brought about by the Russia-Ukraine conflict. The world is becoming increasingly threatening, and we need to invest more money in defense.</p><p><b>Everyone says we need to spend more money, and in a sense we do need to spend more money. But where is the money? Where does the money come from?</b></p><p><b>Q:</b>They want to print money.</p><p><b>Dalio:</b>Now, even though the fiscal deficit is falling, we still have a sizable budget deficit, about 5% of GDP, which means the federal government will have to sell bonds.</p><p>The Federal Reserve has stated that it will reduce its balance sheet, so they will sell another 5% of GDP, or 10% of GDP, in the form of bonds.</p><p><b>Q:</b>The balance sheet is still very rich, at almost $9 trillion.</p><p><b>Dalio:</b>Yes, but their plan is to reduce it to $1.1 trillion in the next few years. This means they will sell bonds, and they must sell bonds. But who will buy these bonds?</p><p><b>Q:</b>Will China buy these bonds?</p><p><b>Dalio:</b>They wouldn't buy that much either.</p><p>Investors' bond portfolios have changed. We experienced a 40-year bond bull market, so everyone who holds bonds believes that bond prices will rise, and they have increasingly held this view over the past 40 years.</p><p>Then interest rates dropped to a very low level, some people held bonds with negative real returns, and everyone wanted to sell them.</p><p>The question is, how do we balance this?</p><p>When personal credit is reduced, people spend less, so people must always pay attention to the balance sheet. Debt is one of the easiest things to stimulate the economy; in other words, you can get money by borrowing.</p><p>Few people pay attention to where the money comes from or what it leads to.</p><p><b>When inflation is too high, bondholders will receive poor returns, but many people don't realize this because they always believe that the least risky investment is cash, and they lose a lot of money because of cash.</b></p><p><b>The number of internal conflicts in the United States is now the highest since 1900.</b></p><p><b>Q:</b>Given our current environment, is cash still junk from an economic perspective?</p><p><b>Dalio:</b>Cash only brings negative real returns, so cash is still a junk investment compared to other investments.</p><p>And one more thing,<b>We now have the most political and internal conflicts since 1900, even more than in Germany in the 1930s, mainly between the left and the right.</b></p><p><b>Q:</b>How did you come to this conclusion?</p><p><b>Dalio:</b>I use the wealth gap as a measure, and I also pay attention to the voting results.</p><p>If we distinguish between conservatism and liberalism based on the number of economic policies,<b>Republicans are more conservative than ever, Democrats are more liberal than ever, and cross-party voting is the least since 1900.</b></p><p>And now facing the largest wealth gap to date, there is obvious internal debate about almost everything.</p><p>You will find that some facts still raise doubts, such as whether both sides will accept the results of the next presidential election.</p><p>The internal conflict you see is an ideological conflict, an economic conflict, and due to huge debts and financial assets, as well as the constant lack of opportunities, we need to adjust the economic structure.</p><p>My wife's work in Connecticut is about disconnected high school students in impoverished communities.</p><p>Here's some data: Connecticut is one of the wealthiest states in the United States, and 22% of its high school students are either disengaged or disconnected. Disengagement means their absenteeism rate is greater than 25% and they fail courses. The disconnect means they no longer know where they are.</p><p>Poverty is the most important problem for a city, and there are many problems caused by poverty, resulting in many economic conflicts.</p><p>What does this mean for taxes? What does this mean for wealth redistribution? What will the future hold? Therefore, the United States will also face various problems at the political level.</p><p>You will see residents moving from one place to another, and this flow will have an impact on the market. Because you change tax rates and other factors that affect the market, this will have a significant impact on our lives.</p><p><b>We are very close to a recession.</b></p><p><b>Q:</b>Do you think we are in a recession now or about to enter a recession?</p><p><b>Dalio:</b>We are very close to a recession because we are already at a zero growth rate. It doesn't matter whether the growth rate is higher or lower. What matters is that we are very close to this red line.</p><p><b>We are currently mainly relying on the cash balance we have accumulated over the past period to balance our expenses, so you will see durable consumer goods industries such as housing and automobiles begin to tighten, you will see cash depletion, loan delinquency rates rise, and you will see all these early, very classic indicators. At this point, economic growth will become insignificant.</b></p><p><b>Q:</b>Will the recession worsen in 2023 or 2024?</p><p><b>Dalio:</b>I believe the economy will deteriorate in 2023 or 2024, which will also have an impact on the election.</p><p>Another point that cannot be ignored is international conflicts. These points complement each other, such as the impact of the Russia-Ukraine conflict on global inflation and the economic environment, especially on Europe.</p><p>If we have a conflict with China, it will impact the economy in many ways. In some cases, these factors combine to have an impact, which is very important. The reason I study 500 years of history is because sometimes history repeats itself.</p><p><b>Stagflation will begin to emerge in 2023.</b></p><p><b>Q:</b>This is the law of the ever-changing world order. So in summary, the economic recession in 2023-2024 will be prolonged and strong.</p><p><b>Dalio:</b>This largely depends on the nature of these things happening simultaneously. I think stagflation will occur.</p><p><b>Q:</b>Why is there stagflation? The current unemployment rate in the labor market is only 3%, which looks very strong. I understand that we are seeing signs of a recession now, but it has not yet reached the level of stagflation, has it?</p><p><b>Dalio:</b>Yes, what should be the bigger concern for the Federal Reserve's policy? It is not the unemployment rate; rather, they are actually the cause of the unemployment rate problem.</p><p>Reducing free cash flow, rising unemployment, tightening liquidity, and reducing people's spending... we may be on the verge of this change right now.</p><p>At the same time, we must also address external conflicts.<b>There are five forms of war in this world: trade wars, technology wars, wars of geopolitical influence, capital wars, and military wars.</b></p><p><b>Q:</b>Is the technology war just a competition for technology? Will there still be cyberattacks?</p><p><b>Dalio:</b>It could evolve into a cyberattack, and the technology a nation develops would have significant military implications. Therefore, whichever side wins the technological war will also win the military war.</p><p>The United States and China are in conflict for various reasons, and a technology war is underway between them. This war also represents that both sides want to be self-sufficient in the face of potential sanctions.</p><p><b>If the US were to boycott China one day, the economic pressure would be enormous.</b></p><p><b>Q:</b>Are you still long on the Chinese market?</p><p><b>Dalio:</b>I have been bullish on the Chinese market for a long time, and the current situation is that the prices of Chinese assets are very low.</p><p>I'd like to return to the previous topic: 22% of our manufactured goods come from China. If one day China becomes in the same situation as Russia, in other words...<b>If one day we all have to boycott China, the economic pressure will be enormous.</b>。</p><p>What I want to say is that even a country like Russia, which is not that economically powerful, will have a significant impact on the world economy due to the Russia-Ukraine conflict.</p><p>This answers your first question.<b>Supply chain disruptions and the resulting inefficiencies, coupled with the addition of many costs, are the reasons for the high inflation rate.</b></p><p><b>I believe stagflation will begin to emerge in 2023.</b>What we should be worried about is what impact it will have on the 2024 election.</p><p>Because if the economy is bad, people will start to get angry because a significant portion of the population is suffering.</p><p><b>Cash is garbage, but you can do these three things</b></p><p><b>Q:</b>You mentioned that holding cash is a terrible asset, and bonds are also underperforming, so what should we do?</p><p><b>Dalio:</b>The first thing to do is look at the return on your assets, including the actual amount of cash denominated in US dollars, which is equivalent to...<b>Assess your purchasing power.</b></p><p>Next you should<b>Think about your asset classes</b>For example, inflation-indexed bonds may be better than nominal bonds.</p><p>Third, you need<b>Diversified portfolio</b>Although I believe most assets are in a downward trend, as an individual investor, I do not support market timing because the world is changing rapidly.</p><p>One of the most important things you need to do is build a balanced portfolio instead of focusing on market timing.</p><p>You need to pay attention to the correlation between assets.<b>For most retail investors and some institutional investors, the biggest problem is that they believe that a sharp rise in assets is a good investment, regardless of whether it is expensive or not.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/fkIAJKUmNGnkrBWEAr2MMQ\">资识</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61ac6f61084482a9c0c70291c78e92f5","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/fkIAJKUmNGnkrBWEAr2MMQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163125162","content_text":"精彩观点1、货币政策会持续收紧，直到经济带来的痛苦大于通胀带来的痛苦。2、当通胀过高，债券持有者将会获得一个很差的回报，但很多人没有意识到这一点，因为他们一直认为风险最小的投资是现金，而他们因为现金损失了很多钱。3、我们目前主要靠前段时间积攒下来的现金余额在平衡支出，所以你将看到住房和汽车这些耐用消费品行业开始紧缩，你将看到现金枯竭、贷款拖欠率上升，你将看到所有的这些（衰退）早期十分经典的指标。此时经济增长会变得微不足道。4、共和党比以往任何时候都更保守，民主党人比以往任何时候都更自由，而跨党派投票是自1900年以来最少的一次。5、对于大部分散户投资者和部分机构投资者来说，最大的问题是，他们认为资产大幅上涨就是好的投资，跟贵不贵无关。6、我长期做多中国市场，现在的情况是中国资产的价格很低。以上，是桥水基金创始人瑞·达利欧（Ray Dalio）于美国当地时间9月21日在与MarketWatch的主编Mark DeCambre对话时发表的观点。周三，美联储宣布加息75个基点，将联邦基金利率目标区间上调到3.00%至3.25%之间。这是美联储今年以来第五次加息，也是连续第三次加息75个基点，创自1981年以来的最大密集加息幅度。对此，达利欧表示这远远没有结束。“你经常听到他们（美联储）说要提高利率，要对抗通货膨胀，但他们并不会谈论由此带来的痛苦……货币政策会持续收紧，直到经济带来的痛苦大于通胀带来的痛苦。”达利欧认为，利率要达到4%-5%左右甚至更高，才能稳定下来。而在接下来的2023-2024年，经济会持续恶化，滞胀会在2023年初露头角。这是多方因素共同作用的结果。达利欧表示，美国内部如今正遭受着一个多世纪以来最严重的政治两极分化，并且现在面临着迄今为止最大的贫富差距，几乎所有事情都有着明显的内部争论。“你看到的内部冲突是一场意识形态冲突，是一场经济冲突，由于巨额的债务和金融资产，以及机会的不断缺失，我们需要对经济结构进行调整。”除了内部冲突，国际局势也处于水深火热之中。“供应链断裂和由此导致的低效，再加上许多成本的叠加，这就是通胀率高的原因。”达利欧曾多次强调现金是垃圾，但这并不意味着投资者将会束手无策。他在文末提出了三个应对方法。他还强调不要关注市场择时，“对于大部分散户投资者和部分机构投资者来说，最大的问题是，他们认为资产大幅上涨就是好的投资，跟贵不贵无关。”据达利欧透露，桥水的Pure Alpha基金今年迄今上涨了25%，略低于彭博社今年早些时候报道的截至6月的32%涨幅，但仍远高于标普500指数。聪明投资者海外研究员在现场聆听了这场对话交流，并精译达利欧的讲话全文，与大家分享。货币政策会持续收紧问：早在 2021年5月你就说，当前的问题是政府需要更多的钱，于是他们得印更多钱，股票、地产等一切东西的价格会飞涨，同时美元贬值。（点击直达：聪投精译|2021年5月达利欧对话CoinDesk首席内容官）你当时怎么知道的？那时候通货膨胀并没有达到现在的程度，你看到了什么信号让你这么想？达利欧：这不复杂。如果你给人们很多钱和信贷，他们就会花很多钱。当你有大量的资金和信贷发放时，就会有大量用于商品、服务和金融资产的支出。这就是一些不难的计算。我最想做的事情是授人以渔而不是授人以鱼。所以我想抓住机会解释一些市场机制。投资者认为现金是安全的，它的流动性不大，但如果你这么想的话，你正在失去很多购买力，你正在失去很多财富。这些基本的东西正是我想要传达的。问：你认为美联储需要做什么？达利欧：美联储总是在扶持经济和解决通胀之间进行权衡，因为当他们投入更多的货币和信贷时，就会产生更多的支出。于是物价变得昂贵，然后他们把钱拿走，让物价变得更贵。你经常听到他们说要提高利率，要对抗通货膨胀，但他们并不会谈论由此带来的痛苦。他们要做的就是平衡。货币政策会持续收紧，直到经济带来的痛苦大于通胀带来的痛苦。问题就是要等利率达到什么水平才能稳定下来。问：你认为可能是什么水平？达利欧：我认为会在4%到5%之间。现在人们手上没钱，钱也在贬值。如果你把钱拿在手上，把钱存在银行或拿去投资，你的实际回报将会是负的。所以他们必须要将短期利率和长期利率提高到大约4.5%的水平，可能还会更高一点。那样可能让净通货膨胀率为零。但无论如何，市场经济都会受到影响，提高利率会影响所有大类资产，因为这些资产必须与更高的利率竞争，比如融资变得更加昂贵等等。因此这对股票和其他市场产生负面影响，然后产生信贷利差，并带来一系列后果。我想事情可能会按照这种情况发展。加息会给股市带来20%的负面影响问：你最近有提到，加息可能会让美国股市下跌20%，现在仍然这么觉得吗？达利欧：我现在仍然相信这一点。利率提高会使得资产间的竞争加剧，从而使股价下跌，损害收益和经济。还有一个是折现率，当折现率上升，未来现金流折现的现值将会下降，从而产生负面影响。当你投资时，你是一次性支付了这家公司未来的现金流。我们用折现率来计算未来现金流的现值，当利率降到零或接近零时，你不会再改变折现率了。这会提高所有资产的价格，包括房价在内的一切都会上涨。而当我们提高利率，如果现金流相同，带来的另一个负面效果是，所有资产类别的价值会下降。但现金流是不可能完全一样的，因为资产的购买量会减少，不仅金融资产的购买量会减少，商品和服务的购买量也会减少。你会发现，通货膨胀会伴随着经济受挫一起来。美联储会出售更多债券问：我们稍微改变一下方向。你花了很长时间研究大国历史，你的想法是？达利欧：我解释一下，我是一个很实际的人，在市场上赚钱是我的游戏，也是我正在做的。我多次意识到，之前从未发生过的事现在正在发生。正是因为我们研究了大萧条，所以才能预测到2000年和2008年的金融危机。在我们的一生中，有三件从未发生过的但非常重要的事。第一个是我们的债务数额和债务产生率，以及债务的货币化，即央行印刷货币并购买金融资产。这在上世纪30年代最为明显。问：自2020年以来，我们大量印钱超发，因为必须要刺激全球经济。达利欧：我们现在所处的世界，对金钱的需求程度非常之大。当我考虑要花多少钱时，就必须考虑哪些方面我可以不花钱，这样我就可以把钱花在其他事情上，毕竟钱是有限的。我们现在正面临一个混乱的局面，可能是贫富差距，可能是基础设施，可能是绿色经济，也可能是俄乌冲突带来的巨大成本。世界越来越具有威胁性，我们还要在国防上投入更多资金。每个人都说我们要花更多的钱，在某种意义上我们确实需要花更多的钱。但钱在哪里？钱从哪里来？问：他们要印钱。达利欧：现在，即便财政赤字在下降，但我们仍然有相当大的预算赤字，大约为GDP的5%，这意味着联邦政府将不得不出售债券。美联储表示要减少资产负债表，所以他们会以债券的形式再出售5%的GDP，也就是10%的GDP。问：资产负债表仍然非常富有，差不多有9万亿美元。达利欧：是的，但他们的计划是，在未来几年里要降到1.1万亿美元。这就代表他们会出售债券，也必须出售债券。但谁来买这些债券？问：中国会来买这些债券吗？达利欧：他们也不会买这么多。投资者的债券投资组合已经变了。我们经历了40年的债券牛市，所以每个持有债券的人都会觉得债券价格会上涨，并在这40年内越来越坚持这一观点。然后利率下降到了一个很低的水平，有人持有实际回报为负的债券，大家都想把债券卖掉。问题是，如何平衡好这件事？当减少个人信贷，人们的支出会减少，因此人们必须始终关注资产负债表。债是最容易刺激经济的一件事，换句话说，你可以通过借债得到钱。几乎没有人注意钱是从哪里来的，或者钱会导致什么。当通胀过高，债券持有者将会获得一个很差的回报，但很多人没有意识到这一点，因为他们一直认为风险最小的投资是现金，而他们因为现金损失了很多钱。现在美国的内部冲突是1900年以来最多的问：考虑到我们现在所处的环境，从经济效益上来看，现金仍然是垃圾吗？达利欧：现金只会带来负的实际回报，所以与其他投资相比，现金仍是一笔垃圾投资。还有一件事是，现在我们的政治和内部冲突是自1900年以来最多的，甚至比德国30年代那时候还多，主要是在左翼和右翼之间的冲突。问：你是如何得出这个结论的？达利欧：我用财富差距作为衡量指标，同时我也会关注票选结果。如果按照经济政策的数量来区分保守和自由的话，共和党比以往任何时候都更保守，民主党人比以往任何时候都更自由，而跨党派投票是自1900年以来最少的一次。并且现在面临着迄今为止最大的贫富差距，几乎所有事情都有着明显的内部争论。你会发现有些事实还是会让人怀疑的，比如说下次的总统选举，双方是否都会接受选举结果？你看到的内部冲突是一场意识形态冲突，是一场经济冲突，由于巨额的债务和金融资产，以及机会的不断缺失，我们需要对经济结构进行调整。我的妻子在康涅狄格州的工作，是关于贫困社区脱离脱节的高中生。给你一个数据，康涅狄格州是美国最富有的州之一，而该州22%的高中生不是脱离（disengaged）就是脱节（disconnected），脱离意味着他们的缺勤率大于25%并且课程不及格；脱节意味着他们已经不知道他们的位置了。贫穷对于一个城市而言是最主要的问题，有很多因贫穷引发的问题，由此产生了许多经济层面的冲突。这对于税收意味着什么？对于财富再分配又意味着什么？未来又将会是怎样？所以美国的政治层面也会面临各种问题。你会看到居民从一个地方搬家到另一个地方，这种流动会对市场产生影响。因为你改变了税率也改变了其他会对市场产生影响的因素，这会对我们的生活有着很大的影响。我们目前非常接近衰退了问：你认为我们现在正处于一场经济衰退还是即将进入经济衰退呢？达利欧：我们目前非常接近衰退了，因为已经是0增长率，增长率高一点低一点都无关紧要，重要的是我们离这根红线十分接近了。我们目前主要靠前段时间积攒下来的现金余额在平衡支出，所以你将看到住房和汽车这些耐用消费品行业开始紧缩、你将看到现金枯竭、贷款拖欠率上升，你将看到所有的这些早期十分经典的指标。此时经济增长会变得微不足道。问：萧条会在2023年或者2024年加剧吗？达利欧：我认为经济会在2023或者2024年恶化，也会对选举有所影响。还有不可忽视的一点是国际冲突。这几点相辅相成，比如俄乌冲突对整个世界通胀和经济环境的影响，尤其是对欧洲的影响。如果我们和中国有冲突，那将会对经济在多个方面产生冲击，在有些情况下这几个因素叠加产生影响，这些情况是很重要的。我之所以研究500年的历史，就是因为有时历史会重演。2023年滞胀就会初露头角问：这就是世界秩序在不断变化中的规律。所以总结一下就是，2023-2024年的经济衰退将会持久且强劲？达利欧：这在很大程度上取决于同时发生的这些事情的本质。我认为将会出现滞胀。问：为什么会有滞胀呢？劳动力市场目前的失业率只有3%，看起来十分强劲，我理解现在我们正看到衰退的迹象，但这还没有达到滞胀的程度吧？达利欧：是的，对于美联储的政策来说，更大的担忧该是什么？并不是失业率，反而实际上他们才是造成失业率问题的原因。减少自由现金流，失业率提高，采取流动性紧缩，人们的支出减少……我们目前可能就处在这个变化的边缘。同时，我们还要应对外部冲突问题，这个世界有五种战争形式，有贸易战争、科技战争、地缘政治影响力的战争、资本战争和军事战争。问：科技战争只是在竞争科技吗？还是会有网络攻击？达利欧：可能会演变成网络攻击，国家发展的科技会有重大的军事意义，因此不管哪方在科技战争中获胜就意味着在军事战争中也会胜利。美国和中国之间由于各种原因存在冲突，二者之间正在进行一场科技战争，这场战争也代表着双方都想具备自给自足的能力，以面对可能会发生的制裁。如果某一天美国要抵制中国，经济承压将会是巨大的问：你还在做多中国市场吗？达利欧：我长期做多中国市场，现在的情况是中国资产的价格很低。我想回到上一个话题，我们有22%的制造业商品来自中国，如果有一天中国变得和俄罗斯一样的处境，换句话说，如果到了某一天我们都要抵制中国的时候，经济承压是巨大的。我想说的是，即使是俄罗斯这种经济实力没那么大的国家也会因为俄乌冲突给世界经济带来很大的影响。这相当于回答了你的第一个问题，供应链断裂和由此导致的低效，再加上许多成本的叠加，这就是通胀率高的原因。我认为2023年滞胀就会初露头角，我们该担心的是其会对2024年的选举产生怎样的影响。因为如果经济不好，民众就会开始激愤，因为有相当一部分民众正在受苦。现金是垃圾，但你可以做这三件事问：你提到持有现金是一个很糟糕的资产，债券也表现不佳，那我们该怎么办？达利欧：第一件事是看一下你资产的回报率，包括以美元计价的实际现金金额，这相当于在评估你的购买力。接下来你该思考你的资产种类，比如，通胀指数债券可能比名义债券更好。第三，你需要分散化投资组合，虽然我认为大部分资产都处在下行通道，作为个人投资者，我并不支持择时，因为世界是快速变化的。你要做的最重要的一件事是构建一个均衡的投资组合，而不是专注于市场择时。你要关注资产间的相关性，对于大部分散户投资者和部分机构投资者来说，最大的问题是，他们认为资产大幅上涨就是好的投资，跟贵不贵无关。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938527750,"gmtCreate":1662639825670,"gmtModify":1676537106972,"author":{"id":"4092042073455650","authorId":"4092042073455650","name":"TAILO","avatar":"https://community-static.tradeup.com/news/faab8b3e8bd8cfbb51e26991cf83c311","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092042073455650","authorIdStr":"4092042073455650"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.f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of Funds”，中文暱稱“方方”。魯迅說，在我的後院,可以看見牆外有兩株樹,一株是棗樹，還有一株也是棗樹。“方方”兩個字，前一個“方”是基金，後一個“方”也是基金。這不是故意要疊字，而是FOF的“含基量”很高。平時我們所看到的基金，買的是股票，或者債券；而FOF不是直接購買股票、債券，而是購買基金。基金市場有個規定，公募FOF必須將80%以上的錢買基金。FOF還有個稱號，“超級基金”，“基金中的戰鬥基”，因爲FOF裏面含有“學霸平方”的力量。目前，基金市場共計有3044名基金經理，擁有碩士以上學歷的高達2900多名。有數據顯示，74.6%是985高校畢業，清華北大畢業的也是非常普遍。FOF的管理者是清華北大畢業的博士學霸，購買的基金也是一羣清華北大畢業的學霸在打理，一羣清華北大的博士學霸在挑選另一羣清華北大畢業的學霸，博士學霸X博士學霸=博士學霸^2，優中選優，戰鬥力爆棚，這很能打。基金市場足夠龐大，市場上共計有14000多隻基金，A股有4700多隻股票，基金數量是股票的近3倍。平時買股票，就讓人頭大，買主板，還是買科創板，新能源，還是白酒？面對14000只基金，選起來就更讓人頭大，股票基金、債券基金、還是混合基金？真的“挑花了眼！”挑選基金難，“養基金”也不容易呀。基金經理換人了嗎？重倉持股變了嗎？淨值跌了要不要贖回或者調換？種種問題，對於大衆普通投資者來說，太難了，心態分分鐘可能就被搞崩了。買FOF，就簡單多了，省心省事，還有一幫清華北大的學霸幫我們打工，挑基金，養基金，全交給專業人士，自己“佛系變富”，難道不香嗎？（本期特別支持 易方達投資者教育基地）","listText":"中國最高的學府是清華北大，能進清華北大的基本都是各省的高考狀元，學霸。你有沒有想過，有一天這羣高考狀元，清華北大的博士幫你打工賺錢呢？這不是白日夢，它來了，就是“FOF”。FOF的英文全稱是“Fund of Funds”，中文暱稱“方方”。魯迅說，在我的後院,可以看見牆外有兩株樹,一株是棗樹，還有一株也是棗樹。“方方”兩個字，前一個“方”是基金，後一個“方”也是基金。這不是故意要疊字，而是FOF的“含基量”很高。平時我們所看到的基金，買的是股票，或者債券；而FOF不是直接購買股票、債券，而是購買基金。基金市場有個規定，公募FOF必須將80%以上的錢買基金。FOF還有個稱號，“超級基金”，“基金中的戰鬥基”，因爲FOF裏面含有“學霸平方”的力量。目前，基金市場共計有3044名基金經理，擁有碩士以上學歷的高達2900多名。有數據顯示，74.6%是985高校畢業，清華北大畢業的也是非常普遍。FOF的管理者是清華北大畢業的博士學霸，購買的基金也是一羣清華北大畢業的學霸在打理，一羣清華北大的博士學霸在挑選另一羣清華北大畢業的學霸，博士學霸X博士學霸=博士學霸^2，優中選優，戰鬥力爆棚，這很能打。基金市場足夠龐大，市場上共計有14000多隻基金，A股有4700多隻股票，基金數量是股票的近3倍。平時買股票，就讓人頭大，買主板，還是買科創板，新能源，還是白酒？面對14000只基金，選起來就更讓人頭大，股票基金、債券基金、還是混合基金？真的“挑花了眼！”挑選基金難，“養基金”也不容易呀。基金經理換人了嗎？重倉持股變了嗎？淨值跌了要不要贖回或者調換？種種問題，對於大衆普通投資者來說，太難了，心態分分鐘可能就被搞崩了。買FOF，就簡單多了，省心省事，還有一幫清華北大的學霸幫我們打工，挑基金，養基金，全交給專業人士，自己“佛系變富”，難道不香嗎？（本期特別支持 易方達投資者教育基地）","text":"中國最高的學府是清華北大，能進清華北大的基本都是各省的高考狀元，學霸。你有沒有想過，有一天這羣高考狀元，清華北大的博士幫你打工賺錢呢？這不是白日夢，它來了，就是“FOF”。FOF的英文全稱是“Fund of Funds”，中文暱稱“方方”。魯迅說，在我的後院,可以看見牆外有兩株樹,一株是棗樹，還有一株也是棗樹。“方方”兩個字，前一個“方”是基金，後一個“方”也是基金。這不是故意要疊字，而是FOF的“含基量”很高。平時我們所看到的基金，買的是股票，或者債券；而FOF不是直接購買股票、債券，而是購買基金。基金市場有個規定，公募FOF必須將80%以上的錢買基金。FOF還有個稱號，“超級基金”，“基金中的戰鬥基”，因爲FOF裏面含有“學霸平方”的力量。目前，基金市場共計有3044名基金經理，擁有碩士以上學歷的高達2900多名。有數據顯示，74.6%是985高校畢業，清華北大畢業的也是非常普遍。FOF的管理者是清華北大畢業的博士學霸，購買的基金也是一羣清華北大畢業的學霸在打理，一羣清華北大的博士學霸在挑選另一羣清華北大畢業的學霸，博士學霸X博士學霸=博士學霸^2，優中選優，戰鬥力爆棚，這很能打。基金市場足夠龐大，市場上共計有14000多隻基金，A股有4700多隻股票，基金數量是股票的近3倍。平時買股票，就讓人頭大，買主板，還是買科創板，新能源，還是白酒？面對14000只基金，選起來就更讓人頭大，股票基金、債券基金、還是混合基金？真的“挑花了眼！”挑選基金難，“養基金”也不容易呀。基金經理換人了嗎？重倉持股變了嗎？淨值跌了要不要贖回或者調換？種種問題，對於大衆普通投資者來說，太難了，心態分分鐘可能就被搞崩了。買FOF，就簡單多了，省心省事，還有一幫清華北大的學霸幫我們打工，挑基金，養基金，全交給專業人士，自己“佛系變富”，難道不香嗎？（本期特別支持 易方達投資者教育基地）","images":[{"img":"https://static.tigerbbs.com/d346ba2ae477b64a9e2c0b7461bd873c","width":"640","height":"356"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/687097922","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905027364,"gmtCreate":1659775634860,"gmtModify":1703766483920,"author":{"id":"4092042073455650","authorId":"4092042073455650","name":"TAILO","avatar":"https://community-static.tradeup.com/news/faab8b3e8bd8cfbb51e26991cf83c311","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092042073455650","authorIdStr":"4092042073455650"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905027364","repostId":"1151833716","repostType":4,"repost":{"id":"1151833716","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659747289,"share":"https://ttm.financial/m/news/1151833716?lang=en_US&edition=fundamental","pubTime":"2022-08-06 08:54","market":"sh","language":"zh","title":"Last Night and This Morning | Expectations of violent rate hike reignite! Another \"epic 'demon stock'\" has emerged.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151833716","media":"老虎资讯综合","summary":"市场预测美联储第三次加息75个基点的概率接近70%。拜登当天在发表讲话时表示，“美国政府将让骗子偿还其偷来的东西，并根据法律追究其责任”。","content":"<p><html><head></head><body>Abstract: ① The US July non-farm payrolls data far exceeded expectations, reinforcing market expectations that the Federal Reserve will adhere to aggressive rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing surged 50 times on its first day of listing.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>It fell nearly 10%; ③ The Moscow Exchange will allow non-residents from friendly countries to enter the forwards market for trading starting August 8. Details >> Overseas Markets</p><p>1. Non-farm payroll data strengthens Fed rate hike expectations; US stocks closed mixed.</p><p>U.S. stocks closed mixed on Friday. Both the Nasdaq and S&P 500 recorded gains this week. U.S. non-farm payrolls data for July far exceeded expectations, reinforcing market expectations that the Federal Reserve will continue its aggressive rate hike to curb inflation. The market predicts that the probability of the Federal Reserve's third rate hike of 75 basis points is close to 70%.</p><p>The Dow Jones Industrial Average rose 76.65 points, or 0.23%, to 32,803.47. The Nasdaq fell 63.03 points, or 0.50%, to 12,657.55. The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19.</p><p>2. Popular Chinese concept stocks closed mixed on Friday, with Zhifu Financing surging 50 times on its first day of trading.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>Down nearly 10%</p><p>Popular Chinese concept stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index down 1.83%.</p><p>Hong Kong-based securities firm Zhifu Finance surged 2325.00% on its first day of trading, with an intraday increase of as much as 5262%. The IPO price was only $4, and the stock price once reached $235.95, triggering multiple circuit breakers.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>It fell for three consecutive days, closing down nearly 10%, with the stock price falling more than 70% from its peak.</p><p>3. Major European stock indices collectively closed lower, with the German DAX 30 down 0.6%.</p><p>U.S. monthly non-farm payrolls data came in stronger than expected, rate hike expectations rose, and major European stock indices collectively closed lower. Among them, the German DAX30 index fell 0.6%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.12%, the French CAC40 index fell 0.63%, and the Euro Stoxx 50 index fell 0.77%.</p><p>4. U.S. WTI crude oil closed 0.5% higher on Friday, down 9.7% for the week.</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. However, concerns about an economic recession caused WTI crude oil to fall by nearly 10% this week.</p><p>West Texas Intermediate (WTI) crude oil futures for September delivery on the New York Mercantile Exchange rose 47 cents, or 0.53%, to settle at $89.01 a barrel. WTI crude oil fell more than 9.7% this week.</p><p>5. New York gold futures closed down 0.7% on Friday as non-farm payroll data put pressure on gold prices.</p><p>US gold futures prices closed lower on Friday. The U.S. July non-farm payrolls report eased concerns about an economic recession while reinforcing market expectations that the Federal Reserve would maintain its aggressive tightening policy, putting pressure on gold futures prices.</p><p>Gold futures for December delivery on the New York Mercantile Exchange settled down 0.7% at $1,778 an ounce.</p><p>International macro</p><p>1. The US non-farm payrolls surge of 528,000 in July \"terrified\" the market! The Federal Reserve has received further tightening \"ammunition\".</p><p>The total non-farm payrolls and unemployment rate in the United States have both recovered to pre-COVID-19 levels.</p><p>Rising recession fears do not appear to have affected the hot U.S. job market. Data released by the U.S. Bureau of Labor Statistics on the 5th showed that the number of new non-farm payrolls in the U.S. jumped by 528,000 in July this year, significantly higher than the expected 258,000, compared with the average of 388,000 in the previous four months. That month, the U.S. unemployment rate fell slightly by 0.1 percentage points to 3.5%, and the average hourly wage of employees increased by 5.2% year-on-year, higher than the market expectation of 4.9%.</p><p>With this, the total non-farm payrolls and unemployment rate in the United States have both recovered to pre-COVID-19 levels in February 2020, further reinforcing and supporting the Federal Reserve's hawkish stance.</p><p>2. Strong employment data and market prices reflect the possibility of rate hike during the two Federal Reserve meetings.</p><p>Interest rate futures traders reacted to the stronger-than-expected U.S. jobs data in July by acknowledging that Federal Reserve policymakers may rate hike again ahead of their next regular policy meeting in September.</p><p>Federal Funds rate futures prices once fell to 97.64 in August, implying an interest rate level of 2.36%, which is 3 basis points higher than the current effective Federal Funds rate. Currently, the effective Federal Funds rate is within the target range of 2.25%-2.5%, the Federal Funds rate announced by the Federal Reserve on July 27.</p><p>The implied interest rate for interest rate futures subsequently stabilized at around 2.345%, indicating that the possibility of a rate hike between the two meetings is extremely small. However, the unusually long session interval from July to September may pose additional risks.</p><p>3. The US job market has recovered its second fastest since 1981; the Federal Reserve may rate hike by another 75 basis points.</p><p>The United States added 528,000 non-farm payrolls in July, more than double economists' expectations, as the job market returned to pre-pandemic levels.</p><p>Although the labor market contraction during the pandemic was the most severe in modern history, this rebound marks the second fastest recovery in the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said the unexpectedly larger-than-expected non-farm payroll report also suggests that the Federal Reserve is likely to raise interest rates by 75 basis points at its September meeting, marking the third consecutive time the Fed has rate hike by such a large margin.</p><p>4. US President Biden signs two bills to hold accountable those who use the COVID-19 relief bill to commit fraud.</p><p>On August 5 local time, US President Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 relief bill to commit fraud. According to CNN, these two bills would extend the statute of limitations for prosecuting those who commit fraud using the Paycheck Protection Program or the COVID-19 Relief Act, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. In his speech that day, Biden said, \"The U.S. government will make swindlers repay what they stole and hold them accountable according to the law.\"</p><p>5. New York State health officials warn: Reported cases are just the tip of the iceberg; hundreds more people are infected with polio.</p><p>On August 4 local time, New York State health officials said that poliovirus was detected in wastewater outside New York City, indicating that the virus is spreading in the community. Now these officials are warning again that the reported cases are just the \"tip of the iceberg,\" and that hundreds more people may be infected with the poliovirus.</p><p>In a statement, New York State Health Commissioner Dr. Mary Bassett said that in July, Rockland County, New York, reported a case of polio, the first in the United States in nearly a decade. Later, sewage samples tested positive for the poliovirus, indicating that a larger outbreak was underway.</p><p>6. U.S. consumer credit surged by over $40 billion, the second-highest growth rate on record.</p><p>Consumer credit in the United States surged in June, driven by a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Data released by the Federal Reserve on Friday showed that consumer credit increased by $40.2 billion from the previous month, second only to the record $47.1 billion in March. Economists expect a median increase of $27 billion. These figures are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased by $14.8 billion, while non-revolving credit increased by $25.4 billion.</p><p>7. US President Biden still tests positive for COVID-19 and remains in isolation.</p><p>On August 5 local time, White House doctors said that US President Biden still tested positive for COVID-19. Biden's cough has almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are clear. Biden remains in quarantine.</p><p>8. Canada's unemployment rate remained at a record low in July.</p><p>On August 5 local time, the latest labor force survey released by Statistics Canada showed that despite a decrease of 31,000 jobs in July, Canada's unemployment rate remained at a historic low of 4.9% in July, the same as in June.</p><p>Canada's labor market remains exceptionally tight, with more than 1 million job openings nationwide. The unemployment rate is at its lowest level on record.</p><p>The number of public sector employees declined, while the number of self-employed individuals increased, and the number of private sector workers remained virtually unchanged.</p><p>9. The U.S. Senate plans to vote on the inflation reduction bill on the 6th.</p><p>According to a CBS report on August 5, the U.S. Senate is scheduled to vote on the Inflation Reduction Act of 2022 on August 6.</p><p>The Senate reportedly made crucial progress on the bill after Democrats agreed to change some of the tax proposals. Senate Majority Leader Chuck Schumer said at a press conference that day that the bill retains the original core elements, including reducing prescription drug costs, addressing climate change, closing tax loopholes, strengthening taxes on large corporations and the wealthy, and reducing the deficit.</p><p>It is understood that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to address climate change, giving Medicare the right to negotiate the prices of certain drugs, limiting Medicare's out-of-pocket costs, and extending Affordable Care Act subsidies for three years.</p><p>Russia-Ukraine situation</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forwards market for trading starting August 8.</p><p>The Moscow Stock Exchange announced on the evening of August 5 that it will allow non-residents from friendly countries to enter the forwards market for trading starting August 8. The announcement also stated that it would announce later when non-residents of friendly countries would be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian exchange market starting next Monday.</p><p>On Friday local time, the Moscow Exchange announced that starting next Monday (August 8), investors from \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO, and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, Russia has introduced a series of market support policies to protect its financial markets, and foreign investors' trading has also been restricted.</p><p>Going forward, foreign investors' trading will remain restricted, meaning only investors from \"friendly\" countries will be allowed to trade. The Moscow Exchange pointed out that banks and securities firms providing trading services need to confirm the country of origin of their clients.</p><p>3. Russian Deputy Prime Minister: The Russian and Turkish presidents have reached a consensus on starting to pay part of the cost of Russian natural gas in rubles.</p><p>On August 5 local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan had reached a consensus on starting to pay part of the cost of natural gas supplied by Russia to Turkey in rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan held talks in Sochi, Russia, which lasted nearly four hours.</p><p>4. Russia announces sanctions against 62 Canadian citizens</p><p>On August 5 local time, the Russian Foreign Ministry issued a statement saying that in response to Canada's renewed anti-Russian sanctions on June 27 and July 7 this year, Russia has decided to ban 62 Canadian citizens from entering Russia. These 62 people include government officials, media journalists, social activists, and military personnel.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Reports indicate that Oracle laid off hundreds of employees this week.</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone script</a>The company laid off hundreds of employees this week as IT prioritizes developing its healthcare IT services and cloud businesses.</p><p>The report, citing sources familiar with the matter, stated that the layoffs primarily hit...<a href=\"https://laohu8.com/S/ORCL\">Oracle bone script</a>Employees in the advertising and customer experience department.</p><p>Amid Oracle's layoffs, the company recently received regulatory approval to acquire electronic medical records company Cerner Corp. for $28.3 billion, demonstrating its increasing emphasis on cloud computing.<a href=\"https://laohu8.com/S/HCSG\">Healthcare Services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic speculative stock\"? Hong Kong-funded securities firm Zhifu Financing surged more than 50 times on its first day of trading.</a></p><p>Following Shangcheng Digital Technology, the US stock market may welcome another epic speculative stock. Hong Kong-based securities firm Zhifu Financing surged more than 50 times on its first day of trading, reaching a high of US$235.95 per share during the day, triggering circuit breakers multiple times during the session.</p><p>On Friday (August 5) Eastern Time, Zhifu Finance (stock code MEGL) officially listed on the US stock market with an IPO price of $4 per share. The company plans to publicly issue 5 million common shares at an opening price of $50. After sharp fluctuations, it finally closed up 2325% at $97 per share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">Shangcheng Digital Technology's wild rise turned into a rapid plunge, wiping out $160 billion in market value in two days.</a></p><p>A little-known Hong Kong financial services company's dizzying wild rise came to an abrupt halt, followed by a two-day plunge that halved the market value of its US-listed shares.</p><p>Shangcheng Digital Technology, which has been listed on the New York Stock Exchange for less than a month, saw its stock price hit a record high on Tuesday, but subsequently plummeted by 52% by Thursday's close, wiping out approximately $160 billion in market capitalization, exceeding...<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>and<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market capitalization of such companies.</p><p>On Friday, stock prices continued to fluctuate wildly, rising and falling, triggering a circuit breaker at least once. Nevertheless, Shangcheng Digital's trading volume remained very low: as of 9:55 a.m. New York time, less than 8,000 shares were traded. Over the past four trading days, the stock's total daily trading volume has been less than 500,000 shares.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It will acquire consumer goods for approximately $1.7 billion.<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced on Friday that it has agreed to acquire consumer goods for $61 per share, for a total price of approximately $1.7 billion.<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot (IRBT.O). iRobot's most famous product is the Roomba vacuum cleaner, which will work with voice assistants Alexa and Astro.<a href=\"https://laohu8.com/S/300024\">Robot</a>Let's wait together and join.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>List of home functions. Neil Saunders, managing director of GlobalData Retail, said the move is part of Amazon's efforts to acquire some home space through its services and accelerate its growth outside of Retail. ABI Research analyst Lian Jye Su said Amazon hasn't had much success in home robots yet, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robot market\" that could help Amazon replicate its Echo series.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">US tech giants are collectively downsizing, with Amazon losing nearly 100,000 employees in a single quarter.</a></p><p>American tech giants are collectively downsizing, with Amazon losing nearly 100,000 employees in a single quarter.</p><p>Recently, international technology giant Amazon (NASDAQ:AMZN) released its financial results for the second quarter of 2022, reporting revenue of $121.2 billion, a 7% year-over-year increase, and a net loss of $2 billion, compared to a net profit of $7.8 billion in the same period last year. In the first two quarters of this year, Amazon reported a net loss of nearly $5.9 billion. It should be noted that this is the first time Amazon has reported a net loss in its semi-annual report since 2015.</p><p></body></html></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>Last Night and This Morning | Expectations of violent rate hike reignite! Another \"epic 'demon stock'\" has emerged.</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\">\nLast Night and This Morning | Expectations of violent rate hike reignite! Another \"epic 'demon stock'\" has emerged.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-06 08:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The US July non-farm payrolls data far exceeded expectations, reinforcing market expectations that the Federal Reserve will adhere to aggressive rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing surged 50 times on its first day of listing.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>It fell nearly 10%; ③ The Moscow Exchange will allow non-residents from friendly countries to enter the forwards market for trading starting August 8. Details >> Overseas Markets</p><p>1. Non-farm payroll data strengthens Fed rate hike expectations; US stocks closed mixed.</p><p>U.S. stocks closed mixed on Friday. Both the Nasdaq and S&P 500 recorded gains this week. U.S. non-farm payrolls data for July far exceeded expectations, reinforcing market expectations that the Federal Reserve will continue its aggressive rate hike to curb inflation. The market predicts that the probability of the Federal Reserve's third rate hike of 75 basis points is close to 70%.</p><p>The Dow Jones Industrial Average rose 76.65 points, or 0.23%, to 32,803.47. The Nasdaq fell 63.03 points, or 0.50%, to 12,657.55. The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19.</p><p>2. Popular Chinese concept stocks closed mixed on Friday, with Zhifu Financing surging 50 times on its first day of trading.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>Down nearly 10%</p><p>Popular Chinese concept stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index down 1.83%.</p><p>Hong Kong-based securities firm Zhifu Finance surged 2325.00% on its first day of trading, with an intraday increase of as much as 5262%. The IPO price was only $4, and the stock price once reached $235.95, triggering multiple circuit breakers.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>It fell for three consecutive days, closing down nearly 10%, with the stock price falling more than 70% from its peak.</p><p>3. Major European stock indices collectively closed lower, with the German DAX 30 down 0.6%.</p><p>U.S. monthly non-farm payrolls data came in stronger than expected, rate hike expectations rose, and major European stock indices collectively closed lower. Among them, the German DAX30 index fell 0.6%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.12%, the French CAC40 index fell 0.63%, and the Euro Stoxx 50 index fell 0.77%.</p><p>4. U.S. WTI crude oil closed 0.5% higher on Friday, down 9.7% for the week.</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. However, concerns about an economic recession caused WTI crude oil to fall by nearly 10% this week.</p><p>West Texas Intermediate (WTI) crude oil futures for September delivery on the New York Mercantile Exchange rose 47 cents, or 0.53%, to settle at $89.01 a barrel. WTI crude oil fell more than 9.7% this week.</p><p>5. New York gold futures closed down 0.7% on Friday as non-farm payroll data put pressure on gold prices.</p><p>US gold futures prices closed lower on Friday. The U.S. July non-farm payrolls report eased concerns about an economic recession while reinforcing market expectations that the Federal Reserve would maintain its aggressive tightening policy, putting pressure on gold futures prices.</p><p>Gold futures for December delivery on the New York Mercantile Exchange settled down 0.7% at $1,778 an ounce.</p><p>International macro</p><p>1. The US non-farm payrolls surge of 528,000 in July \"terrified\" the market! The Federal Reserve has received further tightening \"ammunition\".</p><p>The total non-farm payrolls and unemployment rate in the United States have both recovered to pre-COVID-19 levels.</p><p>Rising recession fears do not appear to have affected the hot U.S. job market. Data released by the U.S. Bureau of Labor Statistics on the 5th showed that the number of new non-farm payrolls in the U.S. jumped by 528,000 in July this year, significantly higher than the expected 258,000, compared with the average of 388,000 in the previous four months. That month, the U.S. unemployment rate fell slightly by 0.1 percentage points to 3.5%, and the average hourly wage of employees increased by 5.2% year-on-year, higher than the market expectation of 4.9%.</p><p>With this, the total non-farm payrolls and unemployment rate in the United States have both recovered to pre-COVID-19 levels in February 2020, further reinforcing and supporting the Federal Reserve's hawkish stance.</p><p>2. Strong employment data and market prices reflect the possibility of rate hike during the two Federal Reserve meetings.</p><p>Interest rate futures traders reacted to the stronger-than-expected U.S. jobs data in July by acknowledging that Federal Reserve policymakers may rate hike again ahead of their next regular policy meeting in September.</p><p>Federal Funds rate futures prices once fell to 97.64 in August, implying an interest rate level of 2.36%, which is 3 basis points higher than the current effective Federal Funds rate. Currently, the effective Federal Funds rate is within the target range of 2.25%-2.5%, the Federal Funds rate announced by the Federal Reserve on July 27.</p><p>The implied interest rate for interest rate futures subsequently stabilized at around 2.345%, indicating that the possibility of a rate hike between the two meetings is extremely small. However, the unusually long session interval from July to September may pose additional risks.</p><p>3. The US job market has recovered its second fastest since 1981; the Federal Reserve may rate hike by another 75 basis points.</p><p>The United States added 528,000 non-farm payrolls in July, more than double economists' expectations, as the job market returned to pre-pandemic levels.</p><p>Although the labor market contraction during the pandemic was the most severe in modern history, this rebound marks the second fastest recovery in the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said the unexpectedly larger-than-expected non-farm payroll report also suggests that the Federal Reserve is likely to raise interest rates by 75 basis points at its September meeting, marking the third consecutive time the Fed has rate hike by such a large margin.</p><p>4. US President Biden signs two bills to hold accountable those who use the COVID-19 relief bill to commit fraud.</p><p>On August 5 local time, US President Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 relief bill to commit fraud. According to CNN, these two bills would extend the statute of limitations for prosecuting those who commit fraud using the Paycheck Protection Program or the COVID-19 Relief Act, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. In his speech that day, Biden said, \"The U.S. government will make swindlers repay what they stole and hold them accountable according to the law.\"</p><p>5. New York State health officials warn: Reported cases are just the tip of the iceberg; hundreds more people are infected with polio.</p><p>On August 4 local time, New York State health officials said that poliovirus was detected in wastewater outside New York City, indicating that the virus is spreading in the community. Now these officials are warning again that the reported cases are just the \"tip of the iceberg,\" and that hundreds more people may be infected with the poliovirus.</p><p>In a statement, New York State Health Commissioner Dr. Mary Bassett said that in July, Rockland County, New York, reported a case of polio, the first in the United States in nearly a decade. Later, sewage samples tested positive for the poliovirus, indicating that a larger outbreak was underway.</p><p>6. U.S. consumer credit surged by over $40 billion, the second-highest growth rate on record.</p><p>Consumer credit in the United States surged in June, driven by a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Data released by the Federal Reserve on Friday showed that consumer credit increased by $40.2 billion from the previous month, second only to the record $47.1 billion in March. Economists expect a median increase of $27 billion. These figures are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased by $14.8 billion, while non-revolving credit increased by $25.4 billion.</p><p>7. US President Biden still tests positive for COVID-19 and remains in isolation.</p><p>On August 5 local time, White House doctors said that US President Biden still tested positive for COVID-19. Biden's cough has almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are clear. Biden remains in quarantine.</p><p>8. Canada's unemployment rate remained at a record low in July.</p><p>On August 5 local time, the latest labor force survey released by Statistics Canada showed that despite a decrease of 31,000 jobs in July, Canada's unemployment rate remained at a historic low of 4.9% in July, the same as in June.</p><p>Canada's labor market remains exceptionally tight, with more than 1 million job openings nationwide. The unemployment rate is at its lowest level on record.</p><p>The number of public sector employees declined, while the number of self-employed individuals increased, and the number of private sector workers remained virtually unchanged.</p><p>9. The U.S. Senate plans to vote on the inflation reduction bill on the 6th.</p><p>According to a CBS report on August 5, the U.S. Senate is scheduled to vote on the Inflation Reduction Act of 2022 on August 6.</p><p>The Senate reportedly made crucial progress on the bill after Democrats agreed to change some of the tax proposals. Senate Majority Leader Chuck Schumer said at a press conference that day that the bill retains the original core elements, including reducing prescription drug costs, addressing climate change, closing tax loopholes, strengthening taxes on large corporations and the wealthy, and reducing the deficit.</p><p>It is understood that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to address climate change, giving Medicare the right to negotiate the prices of certain drugs, limiting Medicare's out-of-pocket costs, and extending Affordable Care Act subsidies for three years.</p><p>Russia-Ukraine situation</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forwards market for trading starting August 8.</p><p>The Moscow Stock Exchange announced on the evening of August 5 that it will allow non-residents from friendly countries to enter the forwards market for trading starting August 8. The announcement also stated that it would announce later when non-residents of friendly countries would be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian exchange market starting next Monday.</p><p>On Friday local time, the Moscow Exchange announced that starting next Monday (August 8), investors from \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO, and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, Russia has introduced a series of market support policies to protect its financial markets, and foreign investors' trading has also been restricted.</p><p>Going forward, foreign investors' trading will remain restricted, meaning only investors from \"friendly\" countries will be allowed to trade. The Moscow Exchange pointed out that banks and securities firms providing trading services need to confirm the country of origin of their clients.</p><p>3. Russian Deputy Prime Minister: The Russian and Turkish presidents have reached a consensus on starting to pay part of the cost of Russian natural gas in rubles.</p><p>On August 5 local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan had reached a consensus on starting to pay part of the cost of natural gas supplied by Russia to Turkey in rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan held talks in Sochi, Russia, which lasted nearly four hours.</p><p>4. Russia announces sanctions against 62 Canadian citizens</p><p>On August 5 local time, the Russian Foreign Ministry issued a statement saying that in response to Canada's renewed anti-Russian sanctions on June 27 and July 7 this year, Russia has decided to ban 62 Canadian citizens from entering Russia. These 62 people include government officials, media journalists, social activists, and military personnel.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Reports indicate that Oracle laid off hundreds of employees this week.</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone script</a>The company laid off hundreds of employees this week as IT prioritizes developing its healthcare IT services and cloud businesses.</p><p>The report, citing sources familiar with the matter, stated that the layoffs primarily hit...<a href=\"https://laohu8.com/S/ORCL\">Oracle bone script</a>Employees in the advertising and customer experience department.</p><p>Amid Oracle's layoffs, the company recently received regulatory approval to acquire electronic medical records company Cerner Corp. for $28.3 billion, demonstrating its increasing emphasis on cloud computing.<a href=\"https://laohu8.com/S/HCSG\">Healthcare Services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic speculative stock\"? Hong Kong-funded securities firm Zhifu Financing surged more than 50 times on its first day of trading.</a></p><p>Following Shangcheng Digital Technology, the US stock market may welcome another epic speculative stock. Hong Kong-based securities firm Zhifu Financing surged more than 50 times on its first day of trading, reaching a high of US$235.95 per share during the day, triggering circuit breakers multiple times during the session.</p><p>On Friday (August 5) Eastern Time, Zhifu Finance (stock code MEGL) officially listed on the US stock market with an IPO price of $4 per share. The company plans to publicly issue 5 million common shares at an opening price of $50. After sharp fluctuations, it finally closed up 2325% at $97 per share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">Shangcheng Digital Technology's wild rise turned into a rapid plunge, wiping out $160 billion in market value in two days.</a></p><p>A little-known Hong Kong financial services company's dizzying wild rise came to an abrupt halt, followed by a two-day plunge that halved the market value of its US-listed shares.</p><p>Shangcheng Digital Technology, which has been listed on the New York Stock Exchange for less than a month, saw its stock price hit a record high on Tuesday, but subsequently plummeted by 52% by Thursday's close, wiping out approximately $160 billion in market capitalization, exceeding...<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>and<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market capitalization of such companies.</p><p>On Friday, stock prices continued to fluctuate wildly, rising and falling, triggering a circuit breaker at least once. Nevertheless, Shangcheng Digital's trading volume remained very low: as of 9:55 a.m. New York time, less than 8,000 shares were traded. Over the past four trading days, the stock's total daily trading volume has been less than 500,000 shares.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It will acquire consumer goods for approximately $1.7 billion.<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced on Friday that it has agreed to acquire consumer goods for $61 per share, for a total price of approximately $1.7 billion.<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot (IRBT.O). iRobot's most famous product is the Roomba vacuum cleaner, which will work with voice assistants Alexa and Astro.<a href=\"https://laohu8.com/S/300024\">Robot</a>Let's wait together and join.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>List of home functions. Neil Saunders, managing director of GlobalData Retail, said the move is part of Amazon's efforts to acquire some home space through its services and accelerate its growth outside of Retail. ABI Research analyst Lian Jye Su said Amazon hasn't had much success in home robots yet, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robot market\" that could help Amazon replicate its Echo series.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">US tech giants are collectively downsizing, with Amazon losing nearly 100,000 employees in a single quarter.</a></p><p>American tech giants are collectively downsizing, with Amazon losing nearly 100,000 employees in a single quarter.</p><p>Recently, international technology giant Amazon (NASDAQ:AMZN) released its financial results for the second quarter of 2022, reporting revenue of $121.2 billion, a 7% year-over-year increase, and a net loss of $2 billion, compared to a net profit of $7.8 billion in the same period last year. In the first two quarters of this year, Amazon reported a net loss of nearly $5.9 billion. It should be noted that this is the first time Amazon has reported a net loss in its semi-annual report since 2015.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151833716","content_text":"摘要：①美国7月非农就业数据远超预期，强化了美联储坚持激进加息以遏制通胀的市场预期；②港资券商智富融资上市首日一度暴涨50倍，尚乘数科跌近10%；③莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易。详细>>海外市场1、非农数据强化联储加息预期美股收盘涨跌不一美股周五美股收盘涨跌不一。本周纳指与标普500指数均录得涨幅。美国7月非农就业数据远超预期，强化了美联储坚持激进加息以遏制通胀的市场预期。市场预测美联储第三次加息75个基点的概率接近70%。道指涨76.65点，涨幅为0.23%，报32803.47点；纳指跌63.03点，跌幅为0.50%，报12657.55点；标普500指数跌6.75点，跌幅为0.16%，报4145.19点。2、热门中概股周五收盘涨跌不一 智富融资上市首日一度暴涨50倍尚乘数科跌近10%热门中概股周五收盘涨跌不一，纳斯达克中国金龙指数收跌1.83%。港资券商智富融资上市首日收盘飙涨2325.00%，盘中涨幅一度达到5262%，IPO发行价仅为4美元，股价盘中一度达到235.95美元，并触发多次熔断；尚乘数科连跌三日，收跌近10%，股价较峰值回落逾70%。3、欧洲主要股指集体收跌德国DAX30指数跌0.6%美国月度非农就业数据表现强于预期，加息预期升温，欧洲主要股指集体收跌。其中，德国DAX30指数跌0.6%，英国富时100指数跌0.12%，法国CAC40指数跌0.63%，欧洲斯托克50指数跌0.77%。4、美国WTI原油周五收高0.5% 本周累计下挫9.7%国际原油期货价格周五小幅收高，其中美国WTI油价从2月份以来的最低水平反弹。但对经济衰退的担忧使本周WTI原油录得近10%的跌幅。纽约商品交易所9月交割的西德州中质原油（WTI）期货价格上涨47美分，涨幅为0.53%，收于每桶89.01美元。本周WTI原油累计下跌逾9.7%。5、纽约黄金期货周五收跌0.7% 非农数据令金价承压周五美国黄金期货价格收跌。美国7月非农就业报告缓解了对经济衰退的担忧，同时也强化了美联储将坚持积极紧缩政策的市场预期，令黄金期货价格承压。纽约商品交易所12月交割的黄金期货结算价收跌0.7%，收于每盎司1778美元。国际宏观1、美国7月非农暴增52.8万“吓坏”市场！美联储再获紧缩“弹药”美国非农就业总人口和失业率均已恢复至新冠大流行前的水平。不断攀升的衰退担忧似乎并没有影响到美国就业市场的炙热。美国劳工统计局5日公布的数据显示，今年7月美国非农业部门新增就业人数跳涨52.8万，显著高于预期的25.8万，此前4个月均值为38.8万。当月，美国失业率小幅下降0.1个百分点至3.5%，员工平均时薪同比增幅为5.2%，高于市场预期的4.9%。至此，美国非农就业总人口和失业率均已恢复至2020年2月新冠大流行前的水平，继续强化和支撑着美联储的鹰派立场。2、就业数据火热 市场价格体现美联储两次会议期间加息的可能性对美国7月就业数据强于预期，利率期货交易员的反应是：承认美联储决策者可能在下次于9月召开的例行政策会议之前再次加息。8月联邦基金利率期货价格一度跌至97.64，隐含的利率水平为2.36%，比当前有效联邦基金利率高出3个基点。目前有效联邦基金利率在美联储7月27日宣布的2.25%-2.5%这个联邦基金利率的目标区间之内。利率期货的隐含利率随后企稳在2.345%左右，表明两次会议之间加息的可能性微乎其微。然而，7月到9月这个异常长的会期间隔可能带来额外的风险。3、美国就业市场创下1981年来第二快复苏 美联储或再加息75基点美国7月新增非农就业52.8万人，为经济学家预期的两倍多，就业市场重回疫情前水平。尽管疫情期间的劳动力市场收缩是现代历史上最严重的，但此次反弹标志着就业市场创下1981年来第二快的复苏。凯投宏观资深美国经济学Michael Pearce称，意外远超预期的非农报告还表明美联储很可能在9月的会议上将利率提高75个基点，这将标志着美联储连续第三次以如此大的幅度加息。4、美国总统拜登签署两项法案 追究利用新冠纾困法案进行诈骗者的责任当地时间8月5日，美国总统拜登签署了两项两党法案，以追究利用新冠纾困法案实施欺诈的个人和机构的责任。据美国有线电视新闻网（CNN）报道，这两项法案将延长针对利用工资保护计划或新冠纾困法案进行欺诈者的起诉时限，将针对借款人的刑事和民事执法时效延长至10年。拜登当天在发表讲话时表示，“美国政府将让骗子偿还其偷来的东西，并根据法律追究其责任”。5、纽约州卫生官员警告：已报告病例只是冰山一角 还有数百人被感染脊髓灰质炎当地时间8月4日，美国纽约州卫生官员称，纽约市外污水中检测出脊髓灰质炎病毒，这表明这种病毒正在社区中传播。现在这些官员再度发出警告：已经报告的病例只是“冰山一角”，还有数百人可能被感染了脊髓灰质炎病毒。纽约州卫生专员玛丽·巴塞特博士在一份声明中表示，在7月份，纽约州洛克兰县报告出现了一例脊髓灰质炎(小儿麻痹症)病例，为近十年来美国首例，后来，污水样本检测出脊髓灰质炎病毒呈阳性，这表明一场更大的疫情正在爆发中。6、美国消费者信贷大增逾400亿美元，增幅为历史次高美国6月份消费者信贷飙升，原因是信用卡余额跃升、以及包括汽车和学生贷款在内的非循环信贷创纪录增加。美联储周五公布的数据显示，消费者信贷较前月增加402亿美元，增幅仅次于3月份时创纪录的471亿美元。经济学家预期中值为增加270亿美元。这些数字未经通胀调整。包括信用卡在内的循环信贷余额增加148亿美元，非循环信贷增加254亿美元。7、美国总统拜登新冠病毒检测结果仍呈阳性 依然处于隔离状态当地时间8月5日，白宫医生称，美国总统拜登新冠病毒检测结果仍呈阳性。目前拜登咳嗽差不多完全好转，体温、脉搏、血压、呼吸频率等指标完全正常，肺部畅通。拜登依然在隔离中。8、加拿大7月份失业率继续保持历史低位当地时间8月5日，加拿大统计局公布的最新劳动力调查显示，尽管7月份减少了31000个工作岗位，但加拿大的失业率在7月份保持在4.9%的历史低位，与6月份持平。加拿大劳动力市场依然异常紧张，全国有超过100万个职位空缺。失业率是有记录以来的最低水平。公共部门雇员人数下降，而个体经营者人数增加，私营部门工人的数量几乎没有变化。9、美国参议院拟于6日就通胀削减法案进行投票据美国哥伦比亚广播公司（CBS）当地时间8月5日报道，美国参议院拟定于6日对《2022年通胀削减法案》（Inflation Reduction Act）进行投票。据报道，民主党同意改变部分税收提案后，参议院就此法案取得了关键性进展。参议院多数党领袖查克·舒默当天在新闻发布会上表示，法案协议保留了原先包括降低处方药成本、应对气候变化、堵塞税收漏洞、加强对大型公司和富人税收以及减少赤字等核心内容。据悉，《2022年通胀削减法案》中的政策包括拨款3690亿美元用于应对气候变化，医疗保险有权就某些药品的价格谈判，限制医疗保险的自付费成本，以及延长《平价医疗法案》补贴3年。俄乌局势1、莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易俄罗斯莫斯科交易所8月5日晚发布公告称，从8月8日起将允许来自友好国家的非居民进入远期市场进行交易。公告同时称，将在稍晚时间宣布何时允许友好国家非居民进入股票市场进行交易。2、下周一开始 外国投资者将重返俄罗斯交融市场当地时间周五，莫斯科交易所表示，下周一(8月8日)开始，将允许那些“友好”国家的投资者重返俄罗斯股票、债券、REPO、以及衍生品市场。那些没有对俄罗斯施加制裁、或那些最终受益者为俄罗斯人的投资者将获准在俄罗斯交易。自俄乌冲突以来，为了保护俄罗斯金融市场，俄罗斯出台了一系列托市政策，外国投资者的交易也受到了限制。接下来，外国投资者的交易依然会受到限制，即仅限“友好”国家的投资者进行交易。莫斯科交易所指出，提供交易服务的银行和券商需要确认客户的母国。3、俄罗斯副总理：俄土总统已就启动用卢布支付俄天然气部分费用达成共识当地时间8月5日，俄罗斯副总理诺瓦克表示，俄罗斯总统普京和土耳其总统埃尔多安已就启动通过卢布支付俄罗斯向土耳其供应的天然气的部分费用达成共识。当天，俄罗斯总统普京与土耳其总统埃尔多安在俄罗斯索契举行会谈，会谈持续了近4个小时。4、俄罗斯宣布制裁62名加拿大公民当地时间8月5日，俄罗斯外交部发布公告称，作为对加拿大今年6月27日和7月7日再次延长反俄制裁的回应，俄罗斯决定禁止62名加拿大公民入境俄罗斯。这62人中包括政府官员、媒体记者、社会活动家和军方相关人士。公司新闻1、报道称甲骨文本周裁员数百人据报道，甲骨文公司本周解雇了数百名员工，因该公司优先发展其医疗保健IT服务和云业务。报道援引知情人士称，裁员主要打击了甲骨文广告和客户体验部门的员工。甲骨文裁员之际，该公司近期获得监管部门批准以283亿美元收购电子医疗记录公司Cerner Corp，愈发重视云医疗保健服务。2、又一“史诗级妖股”？港资券商智富融资上市首日一度暴涨50余倍继尚乘数科之后，美股市场或许又将迎来一只史诗级妖股。港资券商智富融资上市首日一度暴涨50余倍，股价日内最高触及235.95美元/股，盘中多次触发熔断。美东时间周五（8月5日），智富融资（股票代码MEGL）正式登陆美股市场，IPO价格为4美元/股，公司计划公开发行500万普通股，开盘价为50美元，剧烈波动之后，最终收盘涨2325%，报97美元/股。3、尚乘数科的狂野上涨变成极速暴跌 两天蒸发1600亿美元市值鲜为人知的一家香港金融服务公司此前令人目眩的狂野上涨戛然而止，紧跟着两天暴跌，其在美国上市的股票市值缩水一半。在纽约证交所上市不到一个月的尚乘数科，股价周二创历史新高，但随后到周四收盘累计暴跌52％，市值蒸发约1600亿美元，超过英特尔、摩根士丹利和高盛之类公司当前的总市值。周五，股价继续剧烈波动，涨跌摇摆，至少一次触发熔断。尽管如此，尚乘数科的成交量仍然非常低：截至纽约时间上午9：55，成交量还不到8000股。过去四个交易日，该股的日成交总量均不到50万股。4、亚马逊将以约17亿美元收购消费类机器人公司iRobot 加速智能家居业务增长亚马逊(AMZN.O)周五宣布已同意以每股61美元、总价约17亿美元的价格收购消费类机器人公司iRobot(IRBT.O)。iRobot最有名的产品是Roomba真空吸尘器，它将与语音助手Alexa、Astro机器人等一起，加入亚马逊智能家居功能清单。GlobalData Retail董事总经理Neil Saunders称，此举是亚马逊通过服务拥有部分家庭空间，并加速其零售业以外的增长的努力的一部分。ABI Research分析师Lian Jye Su称，亚马逊在家用机器人方面还没有取得多大成功，但对iRobot的收购和该公司强大的市场声誉提供了一个“消费机器人市场的巨大立足点”，可以帮助亚马逊复制其Echo系列智能音箱的成功。5、美国科技巨头集体缩编，亚马逊单季减员近十万美国科技巨头集体缩编，亚马逊单季减员近十万。近日，国际科技巨头亚马逊(NASDAQ:AMZN)公布了2022年第二季度财报，收入为1212亿美元，同比增长7%，净亏损达20亿美元，而上年同期实现净利润78亿美元。综合今年前两个季度，亚马逊净亏损近59亿美元。需要指出的是，这是亚马逊自2015年以来半年报首次出现净亏损。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908743122,"gmtCreate":1659446880569,"gmtModify":1705980424450,"author":{"id":"4092042073455650","authorId":"4092042073455650","name":"TAILO","avatar":"https://community-static.tradeup.com/news/faab8b3e8bd8cfbb51e26991cf83c311","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092042073455650","authorIdStr":"4092042073455650"},"themes":[],"title":"","htmlText":"Like ","listText":"Like ","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908743122","isVote":1,"tweetType":1,"viewCount":2438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908359803,"gmtCreate":1659324878902,"gmtModify":1676536287539,"author":{"id":"4092042073455650","authorId":"4092042073455650","name":"TAILO","avatar":"https://community-static.tradeup.com/news/faab8b3e8bd8cfbb51e26991cf83c311","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092042073455650","authorIdStr":"4092042073455650"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908359803","repostId":"2256502754","repostType":4,"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9905027364,"gmtCreate":1659775634860,"gmtModify":1703766483920,"author":{"id":"4092042073455650","authorId":"4092042073455650","name":"TAILO","avatar":"https://community-static.tradeup.com/news/faab8b3e8bd8cfbb51e26991cf83c311","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092042073455650","idStr":"4092042073455650"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905027364","repostId":"1151833716","repostType":4,"repost":{"id":"1151833716","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659747289,"share":"https://ttm.financial/m/news/1151833716?lang=en_US&edition=fundamental","pubTime":"2022-08-06 08:54","market":"sh","language":"zh","title":"Last Night and This Morning | Expectations of violent rate hike reignite! Another \"epic 'demon stock'\" has emerged.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151833716","media":"老虎资讯综合","summary":"市场预测美联储第三次加息75个基点的概率接近70%。拜登当天在发表讲话时表示，“美国政府将让骗子偿还其偷来的东西，并根据法律追究其责任”。","content":"<p><html><head></head><body>Abstract: ① The US July non-farm payrolls data far exceeded expectations, reinforcing market expectations that the Federal Reserve will adhere to aggressive rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing surged 50 times on its first day of listing.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>It fell nearly 10%; ③ The Moscow Exchange will allow non-residents from friendly countries to enter the forwards market for trading starting August 8. Details >> Overseas Markets</p><p>1. Non-farm payroll data strengthens Fed rate hike expectations; US stocks closed mixed.</p><p>U.S. stocks closed mixed on Friday. Both the Nasdaq and S&P 500 recorded gains this week. U.S. non-farm payrolls data for July far exceeded expectations, reinforcing market expectations that the Federal Reserve will continue its aggressive rate hike to curb inflation. The market predicts that the probability of the Federal Reserve's third rate hike of 75 basis points is close to 70%.</p><p>The Dow Jones Industrial Average rose 76.65 points, or 0.23%, to 32,803.47. The Nasdaq fell 63.03 points, or 0.50%, to 12,657.55. The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19.</p><p>2. Popular Chinese concept stocks closed mixed on Friday, with Zhifu Financing surging 50 times on its first day of trading.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>Down nearly 10%</p><p>Popular Chinese concept stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index down 1.83%.</p><p>Hong Kong-based securities firm Zhifu Finance surged 2325.00% on its first day of trading, with an intraday increase of as much as 5262%. The IPO price was only $4, and the stock price once reached $235.95, triggering multiple circuit breakers.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>It fell for three consecutive days, closing down nearly 10%, with the stock price falling more than 70% from its peak.</p><p>3. Major European stock indices collectively closed lower, with the German DAX 30 down 0.6%.</p><p>U.S. monthly non-farm payrolls data came in stronger than expected, rate hike expectations rose, and major European stock indices collectively closed lower. Among them, the German DAX30 index fell 0.6%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.12%, the French CAC40 index fell 0.63%, and the Euro Stoxx 50 index fell 0.77%.</p><p>4. U.S. WTI crude oil closed 0.5% higher on Friday, down 9.7% for the week.</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. However, concerns about an economic recession caused WTI crude oil to fall by nearly 10% this week.</p><p>West Texas Intermediate (WTI) crude oil futures for September delivery on the New York Mercantile Exchange rose 47 cents, or 0.53%, to settle at $89.01 a barrel. WTI crude oil fell more than 9.7% this week.</p><p>5. New York gold futures closed down 0.7% on Friday as non-farm payroll data put pressure on gold prices.</p><p>US gold futures prices closed lower on Friday. The U.S. July non-farm payrolls report eased concerns about an economic recession while reinforcing market expectations that the Federal Reserve would maintain its aggressive tightening policy, putting pressure on gold futures prices.</p><p>Gold futures for December delivery on the New York Mercantile Exchange settled down 0.7% at $1,778 an ounce.</p><p>International macro</p><p>1. The US non-farm payrolls surge of 528,000 in July \"terrified\" the market! The Federal Reserve has received further tightening \"ammunition\".</p><p>The total non-farm payrolls and unemployment rate in the United States have both recovered to pre-COVID-19 levels.</p><p>Rising recession fears do not appear to have affected the hot U.S. job market. Data released by the U.S. Bureau of Labor Statistics on the 5th showed that the number of new non-farm payrolls in the U.S. jumped by 528,000 in July this year, significantly higher than the expected 258,000, compared with the average of 388,000 in the previous four months. That month, the U.S. unemployment rate fell slightly by 0.1 percentage points to 3.5%, and the average hourly wage of employees increased by 5.2% year-on-year, higher than the market expectation of 4.9%.</p><p>With this, the total non-farm payrolls and unemployment rate in the United States have both recovered to pre-COVID-19 levels in February 2020, further reinforcing and supporting the Federal Reserve's hawkish stance.</p><p>2. Strong employment data and market prices reflect the possibility of rate hike during the two Federal Reserve meetings.</p><p>Interest rate futures traders reacted to the stronger-than-expected U.S. jobs data in July by acknowledging that Federal Reserve policymakers may rate hike again ahead of their next regular policy meeting in September.</p><p>Federal Funds rate futures prices once fell to 97.64 in August, implying an interest rate level of 2.36%, which is 3 basis points higher than the current effective Federal Funds rate. Currently, the effective Federal Funds rate is within the target range of 2.25%-2.5%, the Federal Funds rate announced by the Federal Reserve on July 27.</p><p>The implied interest rate for interest rate futures subsequently stabilized at around 2.345%, indicating that the possibility of a rate hike between the two meetings is extremely small. However, the unusually long session interval from July to September may pose additional risks.</p><p>3. The US job market has recovered its second fastest since 1981; the Federal Reserve may rate hike by another 75 basis points.</p><p>The United States added 528,000 non-farm payrolls in July, more than double economists' expectations, as the job market returned to pre-pandemic levels.</p><p>Although the labor market contraction during the pandemic was the most severe in modern history, this rebound marks the second fastest recovery in the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said the unexpectedly larger-than-expected non-farm payroll report also suggests that the Federal Reserve is likely to raise interest rates by 75 basis points at its September meeting, marking the third consecutive time the Fed has rate hike by such a large margin.</p><p>4. US President Biden signs two bills to hold accountable those who use the COVID-19 relief bill to commit fraud.</p><p>On August 5 local time, US President Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 relief bill to commit fraud. According to CNN, these two bills would extend the statute of limitations for prosecuting those who commit fraud using the Paycheck Protection Program or the COVID-19 Relief Act, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. In his speech that day, Biden said, \"The U.S. government will make swindlers repay what they stole and hold them accountable according to the law.\"</p><p>5. New York State health officials warn: Reported cases are just the tip of the iceberg; hundreds more people are infected with polio.</p><p>On August 4 local time, New York State health officials said that poliovirus was detected in wastewater outside New York City, indicating that the virus is spreading in the community. Now these officials are warning again that the reported cases are just the \"tip of the iceberg,\" and that hundreds more people may be infected with the poliovirus.</p><p>In a statement, New York State Health Commissioner Dr. Mary Bassett said that in July, Rockland County, New York, reported a case of polio, the first in the United States in nearly a decade. Later, sewage samples tested positive for the poliovirus, indicating that a larger outbreak was underway.</p><p>6. U.S. consumer credit surged by over $40 billion, the second-highest growth rate on record.</p><p>Consumer credit in the United States surged in June, driven by a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Data released by the Federal Reserve on Friday showed that consumer credit increased by $40.2 billion from the previous month, second only to the record $47.1 billion in March. Economists expect a median increase of $27 billion. These figures are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased by $14.8 billion, while non-revolving credit increased by $25.4 billion.</p><p>7. US President Biden still tests positive for COVID-19 and remains in isolation.</p><p>On August 5 local time, White House doctors said that US President Biden still tested positive for COVID-19. Biden's cough has almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are clear. Biden remains in quarantine.</p><p>8. Canada's unemployment rate remained at a record low in July.</p><p>On August 5 local time, the latest labor force survey released by Statistics Canada showed that despite a decrease of 31,000 jobs in July, Canada's unemployment rate remained at a historic low of 4.9% in July, the same as in June.</p><p>Canada's labor market remains exceptionally tight, with more than 1 million job openings nationwide. The unemployment rate is at its lowest level on record.</p><p>The number of public sector employees declined, while the number of self-employed individuals increased, and the number of private sector workers remained virtually unchanged.</p><p>9. The U.S. Senate plans to vote on the inflation reduction bill on the 6th.</p><p>According to a CBS report on August 5, the U.S. Senate is scheduled to vote on the Inflation Reduction Act of 2022 on August 6.</p><p>The Senate reportedly made crucial progress on the bill after Democrats agreed to change some of the tax proposals. Senate Majority Leader Chuck Schumer said at a press conference that day that the bill retains the original core elements, including reducing prescription drug costs, addressing climate change, closing tax loopholes, strengthening taxes on large corporations and the wealthy, and reducing the deficit.</p><p>It is understood that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to address climate change, giving Medicare the right to negotiate the prices of certain drugs, limiting Medicare's out-of-pocket costs, and extending Affordable Care Act subsidies for three years.</p><p>Russia-Ukraine situation</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forwards market for trading starting August 8.</p><p>The Moscow Stock Exchange announced on the evening of August 5 that it will allow non-residents from friendly countries to enter the forwards market for trading starting August 8. The announcement also stated that it would announce later when non-residents of friendly countries would be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian exchange market starting next Monday.</p><p>On Friday local time, the Moscow Exchange announced that starting next Monday (August 8), investors from \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO, and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, Russia has introduced a series of market support policies to protect its financial markets, and foreign investors' trading has also been restricted.</p><p>Going forward, foreign investors' trading will remain restricted, meaning only investors from \"friendly\" countries will be allowed to trade. The Moscow Exchange pointed out that banks and securities firms providing trading services need to confirm the country of origin of their clients.</p><p>3. Russian Deputy Prime Minister: The Russian and Turkish presidents have reached a consensus on starting to pay part of the cost of Russian natural gas in rubles.</p><p>On August 5 local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan had reached a consensus on starting to pay part of the cost of natural gas supplied by Russia to Turkey in rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan held talks in Sochi, Russia, which lasted nearly four hours.</p><p>4. Russia announces sanctions against 62 Canadian citizens</p><p>On August 5 local time, the Russian Foreign Ministry issued a statement saying that in response to Canada's renewed anti-Russian sanctions on June 27 and July 7 this year, Russia has decided to ban 62 Canadian citizens from entering Russia. These 62 people include government officials, media journalists, social activists, and military personnel.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Reports indicate that Oracle laid off hundreds of employees this week.</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone script</a>The company laid off hundreds of employees this week as IT prioritizes developing its healthcare IT services and cloud businesses.</p><p>The report, citing sources familiar with the matter, stated that the layoffs primarily hit...<a href=\"https://laohu8.com/S/ORCL\">Oracle bone script</a>Employees in the advertising and customer experience department.</p><p>Amid Oracle's layoffs, the company recently received regulatory approval to acquire electronic medical records company Cerner Corp. for $28.3 billion, demonstrating its increasing emphasis on cloud computing.<a href=\"https://laohu8.com/S/HCSG\">Healthcare Services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic speculative stock\"? Hong Kong-funded securities firm Zhifu Financing surged more than 50 times on its first day of trading.</a></p><p>Following Shangcheng Digital Technology, the US stock market may welcome another epic speculative stock. Hong Kong-based securities firm Zhifu Financing surged more than 50 times on its first day of trading, reaching a high of US$235.95 per share during the day, triggering circuit breakers multiple times during the session.</p><p>On Friday (August 5) Eastern Time, Zhifu Finance (stock code MEGL) officially listed on the US stock market with an IPO price of $4 per share. The company plans to publicly issue 5 million common shares at an opening price of $50. After sharp fluctuations, it finally closed up 2325% at $97 per share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">Shangcheng Digital Technology's wild rise turned into a rapid plunge, wiping out $160 billion in market value in two days.</a></p><p>A little-known Hong Kong financial services company's dizzying wild rise came to an abrupt halt, followed by a two-day plunge that halved the market value of its US-listed shares.</p><p>Shangcheng Digital Technology, which has been listed on the New York Stock Exchange for less than a month, saw its stock price hit a record high on Tuesday, but subsequently plummeted by 52% by Thursday's close, wiping out approximately $160 billion in market capitalization, exceeding...<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>and<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market capitalization of such companies.</p><p>On Friday, stock prices continued to fluctuate wildly, rising and falling, triggering a circuit breaker at least once. Nevertheless, Shangcheng Digital's trading volume remained very low: as of 9:55 a.m. New York time, less than 8,000 shares were traded. Over the past four trading days, the stock's total daily trading volume has been less than 500,000 shares.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It will acquire consumer goods for approximately $1.7 billion.<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced on Friday that it has agreed to acquire consumer goods for $61 per share, for a total price of approximately $1.7 billion.<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot (IRBT.O). iRobot's most famous product is the Roomba vacuum cleaner, which will work with voice assistants Alexa and Astro.<a href=\"https://laohu8.com/S/300024\">Robot</a>Let's wait together and join.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>List of home functions. Neil Saunders, managing director of GlobalData Retail, said the move is part of Amazon's efforts to acquire some home space through its services and accelerate its growth outside of Retail. ABI Research analyst Lian Jye Su said Amazon hasn't had much success in home robots yet, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robot market\" that could help Amazon replicate its Echo series.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">US tech giants are collectively downsizing, with Amazon losing nearly 100,000 employees in a single quarter.</a></p><p>American tech giants are collectively downsizing, with Amazon losing nearly 100,000 employees in a single quarter.</p><p>Recently, international technology giant Amazon (NASDAQ:AMZN) released its financial results for the second quarter of 2022, reporting revenue of $121.2 billion, a 7% year-over-year increase, and a net loss of $2 billion, compared to a net profit of $7.8 billion in the same period last year. In the first two quarters of this year, Amazon reported a net loss of nearly $5.9 billion. It should be noted that this is the first time Amazon has reported a net loss in its semi-annual report since 2015.</p><p></body></html></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>Last Night and This Morning | Expectations of violent rate hike reignite! Another \"epic 'demon stock'\" has emerged.</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\">\nLast Night and This Morning | Expectations of violent rate hike reignite! Another \"epic 'demon stock'\" has emerged.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-06 08:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The US July non-farm payrolls data far exceeded expectations, reinforcing market expectations that the Federal Reserve will adhere to aggressive rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing surged 50 times on its first day of listing.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>It fell nearly 10%; ③ The Moscow Exchange will allow non-residents from friendly countries to enter the forwards market for trading starting August 8. Details >> Overseas Markets</p><p>1. Non-farm payroll data strengthens Fed rate hike expectations; US stocks closed mixed.</p><p>U.S. stocks closed mixed on Friday. Both the Nasdaq and S&P 500 recorded gains this week. U.S. non-farm payrolls data for July far exceeded expectations, reinforcing market expectations that the Federal Reserve will continue its aggressive rate hike to curb inflation. The market predicts that the probability of the Federal Reserve's third rate hike of 75 basis points is close to 70%.</p><p>The Dow Jones Industrial Average rose 76.65 points, or 0.23%, to 32,803.47. The Nasdaq fell 63.03 points, or 0.50%, to 12,657.55. The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19.</p><p>2. Popular Chinese concept stocks closed mixed on Friday, with Zhifu Financing surging 50 times on its first day of trading.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>Down nearly 10%</p><p>Popular Chinese concept stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index down 1.83%.</p><p>Hong Kong-based securities firm Zhifu Finance surged 2325.00% on its first day of trading, with an intraday increase of as much as 5262%. The IPO price was only $4, and the stock price once reached $235.95, triggering multiple circuit breakers.<a href=\"https://laohu8.com/S/HKD\">Shangchengshu Science</a>It fell for three consecutive days, closing down nearly 10%, with the stock price falling more than 70% from its peak.</p><p>3. Major European stock indices collectively closed lower, with the German DAX 30 down 0.6%.</p><p>U.S. monthly non-farm payrolls data came in stronger than expected, rate hike expectations rose, and major European stock indices collectively closed lower. Among them, the German DAX30 index fell 0.6%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.12%, the French CAC40 index fell 0.63%, and the Euro Stoxx 50 index fell 0.77%.</p><p>4. U.S. WTI crude oil closed 0.5% higher on Friday, down 9.7% for the week.</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. However, concerns about an economic recession caused WTI crude oil to fall by nearly 10% this week.</p><p>West Texas Intermediate (WTI) crude oil futures for September delivery on the New York Mercantile Exchange rose 47 cents, or 0.53%, to settle at $89.01 a barrel. WTI crude oil fell more than 9.7% this week.</p><p>5. New York gold futures closed down 0.7% on Friday as non-farm payroll data put pressure on gold prices.</p><p>US gold futures prices closed lower on Friday. The U.S. July non-farm payrolls report eased concerns about an economic recession while reinforcing market expectations that the Federal Reserve would maintain its aggressive tightening policy, putting pressure on gold futures prices.</p><p>Gold futures for December delivery on the New York Mercantile Exchange settled down 0.7% at $1,778 an ounce.</p><p>International macro</p><p>1. The US non-farm payrolls surge of 528,000 in July \"terrified\" the market! The Federal Reserve has received further tightening \"ammunition\".</p><p>The total non-farm payrolls and unemployment rate in the United States have both recovered to pre-COVID-19 levels.</p><p>Rising recession fears do not appear to have affected the hot U.S. job market. Data released by the U.S. Bureau of Labor Statistics on the 5th showed that the number of new non-farm payrolls in the U.S. jumped by 528,000 in July this year, significantly higher than the expected 258,000, compared with the average of 388,000 in the previous four months. That month, the U.S. unemployment rate fell slightly by 0.1 percentage points to 3.5%, and the average hourly wage of employees increased by 5.2% year-on-year, higher than the market expectation of 4.9%.</p><p>With this, the total non-farm payrolls and unemployment rate in the United States have both recovered to pre-COVID-19 levels in February 2020, further reinforcing and supporting the Federal Reserve's hawkish stance.</p><p>2. Strong employment data and market prices reflect the possibility of rate hike during the two Federal Reserve meetings.</p><p>Interest rate futures traders reacted to the stronger-than-expected U.S. jobs data in July by acknowledging that Federal Reserve policymakers may rate hike again ahead of their next regular policy meeting in September.</p><p>Federal Funds rate futures prices once fell to 97.64 in August, implying an interest rate level of 2.36%, which is 3 basis points higher than the current effective Federal Funds rate. Currently, the effective Federal Funds rate is within the target range of 2.25%-2.5%, the Federal Funds rate announced by the Federal Reserve on July 27.</p><p>The implied interest rate for interest rate futures subsequently stabilized at around 2.345%, indicating that the possibility of a rate hike between the two meetings is extremely small. However, the unusually long session interval from July to September may pose additional risks.</p><p>3. The US job market has recovered its second fastest since 1981; the Federal Reserve may rate hike by another 75 basis points.</p><p>The United States added 528,000 non-farm payrolls in July, more than double economists' expectations, as the job market returned to pre-pandemic levels.</p><p>Although the labor market contraction during the pandemic was the most severe in modern history, this rebound marks the second fastest recovery in the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said the unexpectedly larger-than-expected non-farm payroll report also suggests that the Federal Reserve is likely to raise interest rates by 75 basis points at its September meeting, marking the third consecutive time the Fed has rate hike by such a large margin.</p><p>4. US President Biden signs two bills to hold accountable those who use the COVID-19 relief bill to commit fraud.</p><p>On August 5 local time, US President Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 relief bill to commit fraud. According to CNN, these two bills would extend the statute of limitations for prosecuting those who commit fraud using the Paycheck Protection Program or the COVID-19 Relief Act, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. In his speech that day, Biden said, \"The U.S. government will make swindlers repay what they stole and hold them accountable according to the law.\"</p><p>5. New York State health officials warn: Reported cases are just the tip of the iceberg; hundreds more people are infected with polio.</p><p>On August 4 local time, New York State health officials said that poliovirus was detected in wastewater outside New York City, indicating that the virus is spreading in the community. Now these officials are warning again that the reported cases are just the \"tip of the iceberg,\" and that hundreds more people may be infected with the poliovirus.</p><p>In a statement, New York State Health Commissioner Dr. Mary Bassett said that in July, Rockland County, New York, reported a case of polio, the first in the United States in nearly a decade. Later, sewage samples tested positive for the poliovirus, indicating that a larger outbreak was underway.</p><p>6. U.S. consumer credit surged by over $40 billion, the second-highest growth rate on record.</p><p>Consumer credit in the United States surged in June, driven by a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Data released by the Federal Reserve on Friday showed that consumer credit increased by $40.2 billion from the previous month, second only to the record $47.1 billion in March. Economists expect a median increase of $27 billion. These figures are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased by $14.8 billion, while non-revolving credit increased by $25.4 billion.</p><p>7. US President Biden still tests positive for COVID-19 and remains in isolation.</p><p>On August 5 local time, White House doctors said that US President Biden still tested positive for COVID-19. Biden's cough has almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are clear. Biden remains in quarantine.</p><p>8. Canada's unemployment rate remained at a record low in July.</p><p>On August 5 local time, the latest labor force survey released by Statistics Canada showed that despite a decrease of 31,000 jobs in July, Canada's unemployment rate remained at a historic low of 4.9% in July, the same as in June.</p><p>Canada's labor market remains exceptionally tight, with more than 1 million job openings nationwide. The unemployment rate is at its lowest level on record.</p><p>The number of public sector employees declined, while the number of self-employed individuals increased, and the number of private sector workers remained virtually unchanged.</p><p>9. The U.S. Senate plans to vote on the inflation reduction bill on the 6th.</p><p>According to a CBS report on August 5, the U.S. Senate is scheduled to vote on the Inflation Reduction Act of 2022 on August 6.</p><p>The Senate reportedly made crucial progress on the bill after Democrats agreed to change some of the tax proposals. Senate Majority Leader Chuck Schumer said at a press conference that day that the bill retains the original core elements, including reducing prescription drug costs, addressing climate change, closing tax loopholes, strengthening taxes on large corporations and the wealthy, and reducing the deficit.</p><p>It is understood that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to address climate change, giving Medicare the right to negotiate the prices of certain drugs, limiting Medicare's out-of-pocket costs, and extending Affordable Care Act subsidies for three years.</p><p>Russia-Ukraine situation</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forwards market for trading starting August 8.</p><p>The Moscow Stock Exchange announced on the evening of August 5 that it will allow non-residents from friendly countries to enter the forwards market for trading starting August 8. The announcement also stated that it would announce later when non-residents of friendly countries would be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian exchange market starting next Monday.</p><p>On Friday local time, the Moscow Exchange announced that starting next Monday (August 8), investors from \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO, and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, Russia has introduced a series of market support policies to protect its financial markets, and foreign investors' trading has also been restricted.</p><p>Going forward, foreign investors' trading will remain restricted, meaning only investors from \"friendly\" countries will be allowed to trade. The Moscow Exchange pointed out that banks and securities firms providing trading services need to confirm the country of origin of their clients.</p><p>3. Russian Deputy Prime Minister: The Russian and Turkish presidents have reached a consensus on starting to pay part of the cost of Russian natural gas in rubles.</p><p>On August 5 local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan had reached a consensus on starting to pay part of the cost of natural gas supplied by Russia to Turkey in rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Recep Tayyip Erdogan held talks in Sochi, Russia, which lasted nearly four hours.</p><p>4. Russia announces sanctions against 62 Canadian citizens</p><p>On August 5 local time, the Russian Foreign Ministry issued a statement saying that in response to Canada's renewed anti-Russian sanctions on June 27 and July 7 this year, Russia has decided to ban 62 Canadian citizens from entering Russia. These 62 people include government officials, media journalists, social activists, and military personnel.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Reports indicate that Oracle laid off hundreds of employees this week.</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone script</a>The company laid off hundreds of employees this week as IT prioritizes developing its healthcare IT services and cloud businesses.</p><p>The report, citing sources familiar with the matter, stated that the layoffs primarily hit...<a href=\"https://laohu8.com/S/ORCL\">Oracle bone script</a>Employees in the advertising and customer experience department.</p><p>Amid Oracle's layoffs, the company recently received regulatory approval to acquire electronic medical records company Cerner Corp. for $28.3 billion, demonstrating its increasing emphasis on cloud computing.<a href=\"https://laohu8.com/S/HCSG\">Healthcare Services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic speculative stock\"? Hong Kong-funded securities firm Zhifu Financing surged more than 50 times on its first day of trading.</a></p><p>Following Shangcheng Digital Technology, the US stock market may welcome another epic speculative stock. Hong Kong-based securities firm Zhifu Financing surged more than 50 times on its first day of trading, reaching a high of US$235.95 per share during the day, triggering circuit breakers multiple times during the session.</p><p>On Friday (August 5) Eastern Time, Zhifu Finance (stock code MEGL) officially listed on the US stock market with an IPO price of $4 per share. The company plans to publicly issue 5 million common shares at an opening price of $50. After sharp fluctuations, it finally closed up 2325% at $97 per share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">Shangcheng Digital Technology's wild rise turned into a rapid plunge, wiping out $160 billion in market value in two days.</a></p><p>A little-known Hong Kong financial services company's dizzying wild rise came to an abrupt halt, followed by a two-day plunge that halved the market value of its US-listed shares.</p><p>Shangcheng Digital Technology, which has been listed on the New York Stock Exchange for less than a month, saw its stock price hit a record high on Tuesday, but subsequently plummeted by 52% by Thursday's close, wiping out approximately $160 billion in market capitalization, exceeding...<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>and<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market capitalization of such companies.</p><p>On Friday, stock prices continued to fluctuate wildly, rising and falling, triggering a circuit breaker at least once. Nevertheless, Shangcheng Digital's trading volume remained very low: as of 9:55 a.m. New York time, less than 8,000 shares were traded. Over the past four trading days, the stock's total daily trading volume has been less than 500,000 shares.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It will acquire consumer goods for approximately $1.7 billion.<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced on Friday that it has agreed to acquire consumer goods for $61 per share, for a total price of approximately $1.7 billion.<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot (IRBT.O). iRobot's most famous product is the Roomba vacuum cleaner, which will work with voice assistants Alexa and Astro.<a href=\"https://laohu8.com/S/300024\">Robot</a>Let's wait together and join.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>List of home functions. Neil Saunders, managing director of GlobalData Retail, said the move is part of Amazon's efforts to acquire some home space through its services and accelerate its growth outside of Retail. ABI Research analyst Lian Jye Su said Amazon hasn't had much success in home robots yet, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robot market\" that could help Amazon replicate its Echo series.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">US tech giants are collectively downsizing, with Amazon losing nearly 100,000 employees in a single quarter.</a></p><p>American tech giants are collectively downsizing, with Amazon losing nearly 100,000 employees in a single quarter.</p><p>Recently, international technology giant Amazon (NASDAQ:AMZN) released its financial results for the second quarter of 2022, reporting revenue of $121.2 billion, a 7% year-over-year increase, and a net loss of $2 billion, compared to a net profit of $7.8 billion in the same period last year. In the first two quarters of this year, Amazon reported a net loss of nearly $5.9 billion. It should be noted that this is the first time Amazon has reported a net loss in its semi-annual report since 2015.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151833716","content_text":"摘要：①美国7月非农就业数据远超预期，强化了美联储坚持激进加息以遏制通胀的市场预期；②港资券商智富融资上市首日一度暴涨50倍，尚乘数科跌近10%；③莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易。详细>>海外市场1、非农数据强化联储加息预期美股收盘涨跌不一美股周五美股收盘涨跌不一。本周纳指与标普500指数均录得涨幅。美国7月非农就业数据远超预期，强化了美联储坚持激进加息以遏制通胀的市场预期。市场预测美联储第三次加息75个基点的概率接近70%。道指涨76.65点，涨幅为0.23%，报32803.47点；纳指跌63.03点，跌幅为0.50%，报12657.55点；标普500指数跌6.75点，跌幅为0.16%，报4145.19点。2、热门中概股周五收盘涨跌不一 智富融资上市首日一度暴涨50倍尚乘数科跌近10%热门中概股周五收盘涨跌不一，纳斯达克中国金龙指数收跌1.83%。港资券商智富融资上市首日收盘飙涨2325.00%，盘中涨幅一度达到5262%，IPO发行价仅为4美元，股价盘中一度达到235.95美元，并触发多次熔断；尚乘数科连跌三日，收跌近10%，股价较峰值回落逾70%。3、欧洲主要股指集体收跌德国DAX30指数跌0.6%美国月度非农就业数据表现强于预期，加息预期升温，欧洲主要股指集体收跌。其中，德国DAX30指数跌0.6%，英国富时100指数跌0.12%，法国CAC40指数跌0.63%，欧洲斯托克50指数跌0.77%。4、美国WTI原油周五收高0.5% 本周累计下挫9.7%国际原油期货价格周五小幅收高，其中美国WTI油价从2月份以来的最低水平反弹。但对经济衰退的担忧使本周WTI原油录得近10%的跌幅。纽约商品交易所9月交割的西德州中质原油（WTI）期货价格上涨47美分，涨幅为0.53%，收于每桶89.01美元。本周WTI原油累计下跌逾9.7%。5、纽约黄金期货周五收跌0.7% 非农数据令金价承压周五美国黄金期货价格收跌。美国7月非农就业报告缓解了对经济衰退的担忧，同时也强化了美联储将坚持积极紧缩政策的市场预期，令黄金期货价格承压。纽约商品交易所12月交割的黄金期货结算价收跌0.7%，收于每盎司1778美元。国际宏观1、美国7月非农暴增52.8万“吓坏”市场！美联储再获紧缩“弹药”美国非农就业总人口和失业率均已恢复至新冠大流行前的水平。不断攀升的衰退担忧似乎并没有影响到美国就业市场的炙热。美国劳工统计局5日公布的数据显示，今年7月美国非农业部门新增就业人数跳涨52.8万，显著高于预期的25.8万，此前4个月均值为38.8万。当月，美国失业率小幅下降0.1个百分点至3.5%，员工平均时薪同比增幅为5.2%，高于市场预期的4.9%。至此，美国非农就业总人口和失业率均已恢复至2020年2月新冠大流行前的水平，继续强化和支撑着美联储的鹰派立场。2、就业数据火热 市场价格体现美联储两次会议期间加息的可能性对美国7月就业数据强于预期，利率期货交易员的反应是：承认美联储决策者可能在下次于9月召开的例行政策会议之前再次加息。8月联邦基金利率期货价格一度跌至97.64，隐含的利率水平为2.36%，比当前有效联邦基金利率高出3个基点。目前有效联邦基金利率在美联储7月27日宣布的2.25%-2.5%这个联邦基金利率的目标区间之内。利率期货的隐含利率随后企稳在2.345%左右，表明两次会议之间加息的可能性微乎其微。然而，7月到9月这个异常长的会期间隔可能带来额外的风险。3、美国就业市场创下1981年来第二快复苏 美联储或再加息75基点美国7月新增非农就业52.8万人，为经济学家预期的两倍多，就业市场重回疫情前水平。尽管疫情期间的劳动力市场收缩是现代历史上最严重的，但此次反弹标志着就业市场创下1981年来第二快的复苏。凯投宏观资深美国经济学Michael Pearce称，意外远超预期的非农报告还表明美联储很可能在9月的会议上将利率提高75个基点，这将标志着美联储连续第三次以如此大的幅度加息。4、美国总统拜登签署两项法案 追究利用新冠纾困法案进行诈骗者的责任当地时间8月5日，美国总统拜登签署了两项两党法案，以追究利用新冠纾困法案实施欺诈的个人和机构的责任。据美国有线电视新闻网（CNN）报道，这两项法案将延长针对利用工资保护计划或新冠纾困法案进行欺诈者的起诉时限，将针对借款人的刑事和民事执法时效延长至10年。拜登当天在发表讲话时表示，“美国政府将让骗子偿还其偷来的东西，并根据法律追究其责任”。5、纽约州卫生官员警告：已报告病例只是冰山一角 还有数百人被感染脊髓灰质炎当地时间8月4日，美国纽约州卫生官员称，纽约市外污水中检测出脊髓灰质炎病毒，这表明这种病毒正在社区中传播。现在这些官员再度发出警告：已经报告的病例只是“冰山一角”，还有数百人可能被感染了脊髓灰质炎病毒。纽约州卫生专员玛丽·巴塞特博士在一份声明中表示，在7月份，纽约州洛克兰县报告出现了一例脊髓灰质炎(小儿麻痹症)病例，为近十年来美国首例，后来，污水样本检测出脊髓灰质炎病毒呈阳性，这表明一场更大的疫情正在爆发中。6、美国消费者信贷大增逾400亿美元，增幅为历史次高美国6月份消费者信贷飙升，原因是信用卡余额跃升、以及包括汽车和学生贷款在内的非循环信贷创纪录增加。美联储周五公布的数据显示，消费者信贷较前月增加402亿美元，增幅仅次于3月份时创纪录的471亿美元。经济学家预期中值为增加270亿美元。这些数字未经通胀调整。包括信用卡在内的循环信贷余额增加148亿美元，非循环信贷增加254亿美元。7、美国总统拜登新冠病毒检测结果仍呈阳性 依然处于隔离状态当地时间8月5日，白宫医生称，美国总统拜登新冠病毒检测结果仍呈阳性。目前拜登咳嗽差不多完全好转，体温、脉搏、血压、呼吸频率等指标完全正常，肺部畅通。拜登依然在隔离中。8、加拿大7月份失业率继续保持历史低位当地时间8月5日，加拿大统计局公布的最新劳动力调查显示，尽管7月份减少了31000个工作岗位，但加拿大的失业率在7月份保持在4.9%的历史低位，与6月份持平。加拿大劳动力市场依然异常紧张，全国有超过100万个职位空缺。失业率是有记录以来的最低水平。公共部门雇员人数下降，而个体经营者人数增加，私营部门工人的数量几乎没有变化。9、美国参议院拟于6日就通胀削减法案进行投票据美国哥伦比亚广播公司（CBS）当地时间8月5日报道，美国参议院拟定于6日对《2022年通胀削减法案》（Inflation Reduction Act）进行投票。据报道，民主党同意改变部分税收提案后，参议院就此法案取得了关键性进展。参议院多数党领袖查克·舒默当天在新闻发布会上表示，法案协议保留了原先包括降低处方药成本、应对气候变化、堵塞税收漏洞、加强对大型公司和富人税收以及减少赤字等核心内容。据悉，《2022年通胀削减法案》中的政策包括拨款3690亿美元用于应对气候变化，医疗保险有权就某些药品的价格谈判，限制医疗保险的自付费成本，以及延长《平价医疗法案》补贴3年。俄乌局势1、莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易俄罗斯莫斯科交易所8月5日晚发布公告称，从8月8日起将允许来自友好国家的非居民进入远期市场进行交易。公告同时称，将在稍晚时间宣布何时允许友好国家非居民进入股票市场进行交易。2、下周一开始 外国投资者将重返俄罗斯交融市场当地时间周五，莫斯科交易所表示，下周一(8月8日)开始，将允许那些“友好”国家的投资者重返俄罗斯股票、债券、REPO、以及衍生品市场。那些没有对俄罗斯施加制裁、或那些最终受益者为俄罗斯人的投资者将获准在俄罗斯交易。自俄乌冲突以来，为了保护俄罗斯金融市场，俄罗斯出台了一系列托市政策，外国投资者的交易也受到了限制。接下来，外国投资者的交易依然会受到限制，即仅限“友好”国家的投资者进行交易。莫斯科交易所指出，提供交易服务的银行和券商需要确认客户的母国。3、俄罗斯副总理：俄土总统已就启动用卢布支付俄天然气部分费用达成共识当地时间8月5日，俄罗斯副总理诺瓦克表示，俄罗斯总统普京和土耳其总统埃尔多安已就启动通过卢布支付俄罗斯向土耳其供应的天然气的部分费用达成共识。当天，俄罗斯总统普京与土耳其总统埃尔多安在俄罗斯索契举行会谈，会谈持续了近4个小时。4、俄罗斯宣布制裁62名加拿大公民当地时间8月5日，俄罗斯外交部发布公告称，作为对加拿大今年6月27日和7月7日再次延长反俄制裁的回应，俄罗斯决定禁止62名加拿大公民入境俄罗斯。这62人中包括政府官员、媒体记者、社会活动家和军方相关人士。公司新闻1、报道称甲骨文本周裁员数百人据报道，甲骨文公司本周解雇了数百名员工，因该公司优先发展其医疗保健IT服务和云业务。报道援引知情人士称，裁员主要打击了甲骨文广告和客户体验部门的员工。甲骨文裁员之际，该公司近期获得监管部门批准以283亿美元收购电子医疗记录公司Cerner Corp，愈发重视云医疗保健服务。2、又一“史诗级妖股”？港资券商智富融资上市首日一度暴涨50余倍继尚乘数科之后，美股市场或许又将迎来一只史诗级妖股。港资券商智富融资上市首日一度暴涨50余倍，股价日内最高触及235.95美元/股，盘中多次触发熔断。美东时间周五（8月5日），智富融资（股票代码MEGL）正式登陆美股市场，IPO价格为4美元/股，公司计划公开发行500万普通股，开盘价为50美元，剧烈波动之后，最终收盘涨2325%，报97美元/股。3、尚乘数科的狂野上涨变成极速暴跌 两天蒸发1600亿美元市值鲜为人知的一家香港金融服务公司此前令人目眩的狂野上涨戛然而止，紧跟着两天暴跌，其在美国上市的股票市值缩水一半。在纽约证交所上市不到一个月的尚乘数科，股价周二创历史新高，但随后到周四收盘累计暴跌52％，市值蒸发约1600亿美元，超过英特尔、摩根士丹利和高盛之类公司当前的总市值。周五，股价继续剧烈波动，涨跌摇摆，至少一次触发熔断。尽管如此，尚乘数科的成交量仍然非常低：截至纽约时间上午9：55，成交量还不到8000股。过去四个交易日，该股的日成交总量均不到50万股。4、亚马逊将以约17亿美元收购消费类机器人公司iRobot 加速智能家居业务增长亚马逊(AMZN.O)周五宣布已同意以每股61美元、总价约17亿美元的价格收购消费类机器人公司iRobot(IRBT.O)。iRobot最有名的产品是Roomba真空吸尘器，它将与语音助手Alexa、Astro机器人等一起，加入亚马逊智能家居功能清单。GlobalData Retail董事总经理Neil Saunders称，此举是亚马逊通过服务拥有部分家庭空间，并加速其零售业以外的增长的努力的一部分。ABI Research分析师Lian Jye Su称，亚马逊在家用机器人方面还没有取得多大成功，但对iRobot的收购和该公司强大的市场声誉提供了一个“消费机器人市场的巨大立足点”，可以帮助亚马逊复制其Echo系列智能音箱的成功。5、美国科技巨头集体缩编，亚马逊单季减员近十万美国科技巨头集体缩编，亚马逊单季减员近十万。近日，国际科技巨头亚马逊(NASDAQ:AMZN)公布了2022年第二季度财报，收入为1212亿美元，同比增长7%，净亏损达20亿美元，而上年同期实现净利润78亿美元。综合今年前两个季度，亚马逊净亏损近59亿美元。需要指出的是，这是亚马逊自2015年以来半年报首次出现净亏损。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908359803,"gmtCreate":1659324878902,"gmtModify":1676536287539,"author":{"id":"4092042073455650","authorId":"4092042073455650","name":"TAILO","avatar":"https://community-static.tradeup.com/news/faab8b3e8bd8cfbb51e26991cf83c311","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092042073455650","idStr":"4092042073455650"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908359803","repostId":"2256502754","repostType":4,"repost":{"id":"2256502754","kind":"news","pubTimestamp":1659301440,"share":"https://ttm.financial/m/news/2256502754?lang=en_US&edition=fundamental","pubTime":"2022-08-01 05:04","market":"sh","language":"zh","title":"Foreign Media Headlines | Federal Reserve's Kashkari Says Inflation is Very Worrying","url":"https://stock-news.laohu8.com/highlight/detail?id=2256502754","media":"环球市场播报","summary":" 当地时间7月30日美国白宫总统医生凯文·奥康纳说，总统拜登当天新冠病毒检测结果再次呈阳性。而此前的27日，拜登新冠病毒检测结果刚刚为阴性，随后结束隔离。奥康纳表示，服用奈玛特韦/利托那韦组合的新冠患者中有一小部分人出现复检阳性。","content":"<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. Federal Reserve's Kashkari: Inflation is \"very worrying\" and \"spreading\" throughout the economy.</b><b>2. Australia's aggressive austerity policies will drag down the economy.</b><b>3. As the economy heads into recession, the euro is feeling greater pressure.</b><b>4. US credit card spending data showed no recession in June, but potential dangers have emerged.</b><b>5. Arbitrage traders are exploiting the weak euro to win big in emerging markets.</b><b>6. Sydney house prices have declined for the sixth consecutive month without any easing.</b><img src=\"https://static.tigerbbs.com/eb3a07267230c4eed9b4b8031ccbfff5\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Federal Reserve's Kashkari: Inflation is \"very worrying\" and \"spreading\" throughout the economy.</b></p><p>Neel Kashkari, CEO and president of the Federal Reserve Bank of Minneapolis, said on Sunday that the current inflation situation is “very worrying” and “spreading more broadly throughout the economy.”</p><p>\"This is very worrying,\" Kashkari said on a financial program. \"We keep getting inflation data, and we're constantly surprised by new data released just in the last week. It's higher than we expected.\" “This is not just a few categories. It is spreading more broadly throughout the economy, which is why the Federal Reserve is acting so urgently to get it under control and bring it back down.”<img src=\"https://static.tigerbbs.com/c3fbd75898e39d8311f60678ba4232e9\" tg-width=\"550\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p><b>Australia's aggressive austerity policy will drag down the economy</b></p><p>As the housing market reverses and consumers reduce spending, Australia is experiencing severe monetary policy tightening, which increases the risk of an economic slowdown.</p><p>Of the 23 economists surveyed, all but one believed the Reserve Bank of Australia would raise its key interest rate by 50 basis points to 1.85% on Tuesday for the third consecutive month. This would bring its overall tightening policy since May to 175 basis points, the largest increase in six months since 1994.</p><p>The Reserve Bank of Australia will release its latest quarterly forecast on Friday, which is widely expected to show declining economic growth and employment, with the inflation outlook rising sharply, consistent with the Treasury's outlook last week. The Reserve Bank of Australia has not released its own interest rate forecast.</p><p><img src=\"https://static.tigerbbs.com/1beb5883a23cd03ced522a5adb2a25d9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>The euro is feeling greater pressure as the economy heads into recession.</b></p><p>The euro has fallen to its lowest level in 20 years this year, but it still appears to be an unpopular currency and is under pressure from markets as the economy plunges into recession. Many analysts say the euro may face further declines in the future.</p><p>The main reason for the economic downturn is Russia's reduction in energy supplies to Europe, which particularly threatens Germany's entire industrial system. According to Credit Suisse, there is a 50% chance that the eurozone will fall into recession in the next six months.</p><p>S&P Global Ratings has already lowered its outlook for Italian debt, and the spread between Italian and German bond yields, a key indicator of risk, is at its highest level since 2020. Market concerns about Italy's exit from the eurozone are gradually resurfacing, although this is seen as a very distant risk.<img src=\"https://static.tigerbbs.com/a30126a30bed2a54770ada0b8f26adb7\" tg-width=\"550\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. credit card spending data did not decline in June, but potential dangers have emerged.</b></p><p>So far, U.S. credit card issuers have not felt any signs of an economic recession. The ever-increasing spending bills and accounts receivable from credit card companies show that consumers were still spending money in June. Of course, inflation is likely to contribute to this growth.</p><p>Bank of America said credit card spending rose 16% year-over-year in June, while debit card spending increased 6%. \"Consumers are in a better position to cope with the U.S. economic slowdown than in many previous business cycles,\" said David Tinsley, senior economist at the Bank of America Institute.</p><p><img src=\"https://static.tigerbbs.com/26962f09c5589fa2b2021e656f1ebe9d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Arbitrageurs are taking advantage of the weak euro to win big in emerging markets</b></p><p>The profits made by traders using borrowed euros to invest in emerging market currencies have reached a very substantial scale this year. “Financing arbitrage trades by selling euros is becoming increasingly common,” said Brendan McKenna, a currency strategist at Wells Fargo in New York. \"The EU seems more likely to fall into recession, and geopolitical developments should put pressure on the euro, making euro arbitrage trading in emerging markets a very interesting option.\"</p><p>Euro-funded arbitrage trading provided a haven for emerging market traders, who suffered losses across different asset classes and strategies as dollar and US yields soared. If the prospect of a U.S. economic recession and Federal Reserve tightening continues to exacerbate the impact on the dollar, then euro arbitrage is likely to become irresistible to more investors.</p><p><img src=\"https://static.tigerbbs.com/ef5921111c86b3112dead583e97e4b89\" tg-width=\"511\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p><b>Sydney house prices have fallen for the sixth consecutive month without easing.</b></p><p>Sydney house prices have fallen for the sixth consecutive month since July, as rising interest rates hit demand, leading to a decline in property prices across Australia. In a report on Monday, research firm CoreLogic said that house prices in Sydney, Australia's largest market, fell 2.2% and Melbourne fell 1.5%, which were the main drivers of the 1.4% month-on-month decline in the country's capital city composite index.</p><p>The head of Research at CoreLogic Research said that real estate market conditions could worsen as interest rates rise for the remainder of 2022. He said, \"House value growth had slowed before interest rates started rising, but it's clear that the market has weakened significantly since the first rate hike in May. In Sydney, the economy is declining particularly rapidly, and we've seen the biggest drop in value in nearly 40 years.\"</p><p></body></html></p>","source":"sina","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>Foreign Media Headlines | Federal Reserve's Kashkari Says Inflation is Very Worrying</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\">\nForeign Media Headlines | Federal Reserve's Kashkari Says Inflation is Very Worrying\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-08-01 05:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. Federal Reserve's Kashkari: Inflation is \"very worrying\" and \"spreading\" throughout the economy.</b><b>2. Australia's aggressive austerity policies will drag down the economy.</b><b>3. As the economy heads into recession, the euro is feeling greater pressure.</b><b>4. US credit card spending data showed no recession in June, but potential dangers have emerged.</b><b>5. Arbitrage traders are exploiting the weak euro to win big in emerging markets.</b><b>6. Sydney house prices have declined for the sixth consecutive month without any easing.</b><img src=\"https://static.tigerbbs.com/eb3a07267230c4eed9b4b8031ccbfff5\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Federal Reserve's Kashkari: Inflation is \"very worrying\" and \"spreading\" throughout the economy.</b></p><p>Neel Kashkari, CEO and president of the Federal Reserve Bank of Minneapolis, said on Sunday that the current inflation situation is “very worrying” and “spreading more broadly throughout the economy.”</p><p>\"This is very worrying,\" Kashkari said on a financial program. \"We keep getting inflation data, and we're constantly surprised by new data released just in the last week. It's higher than we expected.\" “This is not just a few categories. It is spreading more broadly throughout the economy, which is why the Federal Reserve is acting so urgently to get it under control and bring it back down.”<img src=\"https://static.tigerbbs.com/c3fbd75898e39d8311f60678ba4232e9\" tg-width=\"550\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p><b>Australia's aggressive austerity policy will drag down the economy</b></p><p>As the housing market reverses and consumers reduce spending, Australia is experiencing severe monetary policy tightening, which increases the risk of an economic slowdown.</p><p>Of the 23 economists surveyed, all but one believed the Reserve Bank of Australia would raise its key interest rate by 50 basis points to 1.85% on Tuesday for the third consecutive month. This would bring its overall tightening policy since May to 175 basis points, the largest increase in six months since 1994.</p><p>The Reserve Bank of Australia will release its latest quarterly forecast on Friday, which is widely expected to show declining economic growth and employment, with the inflation outlook rising sharply, consistent with the Treasury's outlook last week. The Reserve Bank of Australia has not released its own interest rate forecast.</p><p><img src=\"https://static.tigerbbs.com/1beb5883a23cd03ced522a5adb2a25d9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>The euro is feeling greater pressure as the economy heads into recession.</b></p><p>The euro has fallen to its lowest level in 20 years this year, but it still appears to be an unpopular currency and is under pressure from markets as the economy plunges into recession. Many analysts say the euro may face further declines in the future.</p><p>The main reason for the economic downturn is Russia's reduction in energy supplies to Europe, which particularly threatens Germany's entire industrial system. According to Credit Suisse, there is a 50% chance that the eurozone will fall into recession in the next six months.</p><p>S&P Global Ratings has already lowered its outlook for Italian debt, and the spread between Italian and German bond yields, a key indicator of risk, is at its highest level since 2020. Market concerns about Italy's exit from the eurozone are gradually resurfacing, although this is seen as a very distant risk.<img src=\"https://static.tigerbbs.com/a30126a30bed2a54770ada0b8f26adb7\" tg-width=\"550\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. credit card spending data did not decline in June, but potential dangers have emerged.</b></p><p>So far, U.S. credit card issuers have not felt any signs of an economic recession. The ever-increasing spending bills and accounts receivable from credit card companies show that consumers were still spending money in June. Of course, inflation is likely to contribute to this growth.</p><p>Bank of America said credit card spending rose 16% year-over-year in June, while debit card spending increased 6%. \"Consumers are in a better position to cope with the U.S. economic slowdown than in many previous business cycles,\" said David Tinsley, senior economist at the Bank of America Institute.</p><p><img src=\"https://static.tigerbbs.com/26962f09c5589fa2b2021e656f1ebe9d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Arbitrageurs are taking advantage of the weak euro to win big in emerging markets</b></p><p>The profits made by traders using borrowed euros to invest in emerging market currencies have reached a very substantial scale this year. “Financing arbitrage trades by selling euros is becoming increasingly common,” said Brendan McKenna, a currency strategist at Wells Fargo in New York. \"The EU seems more likely to fall into recession, and geopolitical developments should put pressure on the euro, making euro arbitrage trading in emerging markets a very interesting option.\"</p><p>Euro-funded arbitrage trading provided a haven for emerging market traders, who suffered losses across different asset classes and strategies as dollar and US yields soared. If the prospect of a U.S. economic recession and Federal Reserve tightening continues to exacerbate the impact on the dollar, then euro arbitrage is likely to become irresistible to more investors.</p><p><img src=\"https://static.tigerbbs.com/ef5921111c86b3112dead583e97e4b89\" tg-width=\"511\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p><b>Sydney house prices have fallen for the sixth consecutive month without easing.</b></p><p>Sydney house prices have fallen for the sixth consecutive month since July, as rising interest rates hit demand, leading to a decline in property prices across Australia. In a report on Monday, research firm CoreLogic said that house prices in Sydney, Australia's largest market, fell 2.2% and Melbourne fell 1.5%, which were the main drivers of the 1.4% month-on-month decline in the country's capital city composite index.</p><p>The head of Research at CoreLogic Research said that real estate market conditions could worsen as interest rates rise for the remainder of 2022. He said, \"House value growth had slowed before interest rates started rising, but it's clear that the market has weakened significantly since the first rate hike in May. In Sydney, the economy is declining particularly rapidly, and we've seen the biggest drop in value in nearly 40 years.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/roll/2022-08-01/doc-imizirav6209695.shtml?finpagefr=p_115\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3fbd75898e39d8311f60678ba4232e9","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/roll/2022-08-01/doc-imizirav6209695.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2256502754","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储卡什卡里：通货膨胀“非常令人担忧“，并在整个经济中”蔓延“2、澳大利亚激进的紧缩政策将拖累经济3、随着经济走向衰退，欧元感受到了更大压力4、6月美国信用卡消费数据没有衰退，但潜在危险已经出现5、套利交易者正利用疲软的欧元在新兴市场大获全胜6、悉尼房价连续第六个月下滑未见缓解美联储卡什卡里：通货膨胀“非常令人担忧“，并在整个经济中”蔓延“明尼阿波利斯联邦储备银行（Federal Reserve Bank of Minneapolis）首席执行官兼行长尼尔·卡什卡里（Neel Kashkari）周日表示，当前的通货膨胀状况“非常令人担忧”，并“在整个经济中更广泛地蔓延”。卡什卡里在一档财经节目中表示：“这非常令人担忧。我们不断获得通胀数据，最近一周才发布的新数据，我们不断感到惊讶。这比我们预期的要高。”。“这不仅仅是几个类别。它正在更广泛地蔓延到整个经济领域，这就是为什么美联储如此紧迫地采取行动，使其得到控制并使其回落。”澳大利亚激进的紧缩政策将拖累经济随着房地产市场逆转，消费者减少支出，澳大利亚正经历着严重的货币政策紧缩，这增加了经济放缓的风险。在接受调查的23位经济学家中，除一位外，其他所有人都认为，澳大利亚储备银行将在周二连续第三个月将其关键利率上调50个基点，至1.85%。这将使其自5月份以来的综合紧缩政策达到175个基点，这是自1994年以来六个月内的最大增幅。澳大利亚联储将于周五公布季度最新预测，普遍预计将显示经济增长和就业下降，通胀前景大幅上升，与财政部上周的前景一致。澳大利亚联储没有公布自己的利率预测。随着经济走向衰退，欧元感受到了更大压力欧元今年已经跌至20年来的最低水平，但在经济陷入衰退之际，它看上去仍然是一种不受欢迎的货币，承受着来自市场的压力。许多分析师表示，欧元未来可能面临的走势是进一步下跌。经济低迷的主要原因是俄罗斯对欧洲减少能源供应，这尤其威胁到德国整个的工业体系。据瑞士信贷预计，未来六个月欧元区陷入衰退的可能性为50%。标普全球评级已然下调了对意大利债务的展望，而衡量风险的一个关键指标，即意大利债券收益率与德国债券收益率的利差，约为2020年以来的最高水平。市场对意大利退出欧元区的些许担忧又逐渐浮出水面，尽管这被视为一种非常遥远的风险。6月美国信用卡消费数据没有衰退，但潜在危险已经出现到目前为止，美国信用卡发行商没有感受到任何经济衰退迹象。从信用卡公司不断增加的消费账单和应收账款中可以看出，到6月份，消费者仍在继续消费。当然，通货膨胀很可能有助于这种增长。美国银行表示，6月份信用卡支出同比增长16%，借记卡支出增长6%。美国银行研究所（Bank of America Institute）高级经济学家戴维·廷斯利（David Tinsley）表示：“与以往许多商业周期相比，消费者在应对美国经济放缓方面的状况更好。”套利交易者正利用疲软的欧元在新兴市场大获全胜交易员用借来的欧元投资新兴市场货币所赚取的利润，在今年达到一个非常可观的规模。“通过卖出欧元为套利交易提供资金正变得越来越普遍，”富国银行（Wells Fargo）驻纽约的货币策略师布伦丹·麦肯纳表示。“欧盟似乎更有可能陷入衰退，地缘政治的发展应该给欧元带来压力，使新兴市场的欧元套利交易成为一个十分有趣的选择。”欧元资助的套利交易为新兴市场交易员提供了一个避难所，在美元和美国收益率飙升之际，他们在不同资产类别和策略上承受损失。如果美国经济衰退和美联储（Fed）紧缩的前景继续加剧对美元的冲击，那么欧元套利很可能对更多投资者来说是不可抗拒的。悉尼房价连续第六个月下滑未见缓解7月以来，悉尼房价连续第六个月下跌，随着利率上涨打击需求，导致澳大利亚各地房地产价格下跌。研究机构CoreLogic在周一的一份报告中表示，澳大利亚最大市场悉尼的房价下跌了2.2%，墨尔本下跌了1.5%，他们是该国首都城市综合指数环比下降1.4%的主要推动因素。CoreLogic Research 研究主管表示，随着2022年剩余时间利率的上升，房地产市场状况可能会恶化。他说到，“在利率开始上升之前，房屋价值的增长速度就已经放缓，但很明显，自5月份第一次加息以来，市场已经大幅走弱。在悉尼，经济下滑速度特别快，我们看到了近40年来最大幅度的价值下跌。”","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927681911,"gmtCreate":1672469289134,"gmtModify":1676538695510,"author":{"id":"4092042073455650","authorId":"4092042073455650","name":"TAILO","avatar":"https://community-static.tradeup.com/news/faab8b3e8bd8cfbb51e26991cf83c311","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092042073455650","idStr":"4092042073455650"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ 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