sky33 personal page - To The Moon

sky33

No personal profile

15Follow

34Followers

1Topic

0Badge

2023-12-25

Hhhhhhhhhhhhhhhhhhhhhhiiiiii

2023-06-16

Kkkkkkkkkkkkkkkkkkkkkkkii

2023-06-15

Kkkkkkkkkkkkkkkkkkkkkkk

2023-06-14

Kkkkkkkkkkkkkkkkoooooo

2023-06-12

Kkkkkk(kiiikkkkkkkkkkk

2023-06-11

Kkkkkkkkkkkkkkkkkkkkkkk

2023-06-10

Kkkkkkkkkkkkkkkkkkkk

2023-06-08

Kkkkkkkkkkkkkkkkkkkk

2023-04-14

[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-13

[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-12

[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-11

[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [开心] [开心] [开心] [开心]

2023-04-10

[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

2023-04-09

[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]

2022-11-18

K

Is the global stock market rebound sustainable? Several institutions, including BlackRock, hit the nail on the head.

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4131021788212202","uuid":"4131021788212202","gmtCreate":1667918697021,"gmtModify":1667918697021,"name":"sky33","pinyin":"sky33","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":34,"headSize":15,"tweetSize":69,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":255907512492320,"gmtCreate":1703511726795,"gmtModify":1703511730992,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Hhhhhhhhhhhhhhhhhhhhhhiiiiii","listText":"Hhhhhhhhhhhhhhhhhhhhhhiiiiii","text":"Hhhhhhhhhhhhhhhhhhhhhhiiiiii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255907512492320","isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187998678646904,"gmtCreate":1686923635853,"gmtModify":1686923639912,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkkkkkkkkkkkkkkkkkkkii","listText":"Kkkkkkkkkkkkkkkkkkkkkkkii","text":"Kkkkkkkkkkkkkkkkkkkkkkkii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187998678646904","isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187642770841632,"gmtCreate":1686839029703,"gmtModify":1686839033710,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkkkkkkkkkkkkkkkkkkk","listText":"Kkkkkkkkkkkkkkkkkkkkkkk","text":"Kkkkkkkkkkkkkkkkkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187642770841632","isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187291224096920,"gmtCreate":1686753253891,"gmtModify":1686753258301,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkkkkkkkkkkkkoooooo","listText":"Kkkkkkkkkkkkkkkkoooooo","text":"Kkkkkkkkkkkkkkkkoooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187291224096920","isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186500012404744,"gmtCreate":1686571503399,"gmtModify":1686571507292,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkk(kiiikkkkkkkkkkk","listText":"Kkkkkk(kiiikkkkkkkkkkk","text":"Kkkkkk(kiiikkkkkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186500012404744","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186162988114016,"gmtCreate":1686489224395,"gmtModify":1686489228698,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkkkkkkkkkkkkkkkkkkk","listText":"Kkkkkkkkkkkkkkkkkkkkkkk","text":"Kkkkkkkkkkkkkkkkkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186162988114016","isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185770188988448,"gmtCreate":1686393325420,"gmtModify":1686393330641,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkkkkkkkkkkkkkkkk","listText":"Kkkkkkkkkkkkkkkkkkkk","text":"Kkkkkkkkkkkkkkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185770188988448","isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185075607625880,"gmtCreate":1686223908217,"gmtModify":1686223912566,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkkkkkkkkkkkkkkkk","listText":"Kkkkkkkkkkkkkkkkkkkk","text":"Kkkkkkkkkkkkkkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185075607625880","isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945213868,"gmtCreate":1681483043255,"gmtModify":1681483046429,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945213868","isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945105190,"gmtCreate":1681395952111,"gmtModify":1681395957647,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945105190","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942786830,"gmtCreate":1681306485521,"gmtModify":1681306488463,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942786830","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942209012,"gmtCreate":1681223220736,"gmtModify":1681223225633,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [开心] [开心] [开心] [开心]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":32,"commentSize":29,"repostSize":0,"link":"https://ttm.financial/post/9942209012","isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942338146,"gmtCreate":1681132137885,"gmtModify":1681132141213,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942338146","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946474629,"gmtCreate":1681043794162,"gmtModify":1681043798734,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9946474629","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963718893,"gmtCreate":1668756476212,"gmtModify":1676538108739,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963718893","repostId":"1174099550","repostType":4,"repost":{"id":"1174099550","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1668751348,"share":"https://ttm.financial/m/news/1174099550?lang=en_US&edition=fundamental","pubTime":"2022-11-18 14:02","market":"hk","language":"zh","title":"Is the global stock market rebound sustainable? Several institutions, including BlackRock, hit the nail on the head.","url":"https://stock-news.laohu8.com/highlight/detail?id=1174099550","media":"Wind万得","summary":"全球股市最近上涨并企稳，因市场预期随着通胀显示出见顶迹象，各国央行将很快开始放缓大举加息的步伐，但策略师们仍不相信这种反弹会持续下去。上周美国公布的10月通胀数据低于预期后，市场受到提振，促使投资者押","content":"<p><html><head></head><body>Global stock markets have recently risen and stabilized on expectations that central banks will soon begin to slow the pace of massive rate hike as inflation shows signs of peaking, but strategists still do not believe the rebound will last.</p><p>Markets were boosted last week after the U.S. released lower-than-expected October inflation data, prompting investors to bet that Federal Reserve policymakers would soon have to slow down or halt monetary policy tightening measures aimed at suppressing inflation. The S&P 500 index posted its biggest single-day gain since the pandemic rebounded in early 2020.</p><p>However, Federal Reserve Governor Waller said on Monday that the market overestimated the importance of one data point and that the Fed still has \"a long way to go\" in terms of rate hike. In recent days, some analysts have expressed the same view.</p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>The Investment Institute said in a report that the labor constraints driving wage growth and core inflation may be more persistent than the market reflects. Although the stock market rally indicates that the market has reaffirmed hopes for a soft landing by the Federal Reserve, BlackRock's top strategists disagree, and they continue to reduce their holdings of developed market stocks.</p><p>Jean Boivin, head of BlackRock's Investment Institute, and his team said: \"U.S. stocks have jumped multiple times this year on expectations that the Federal Reserve may be close to ending its fastest rate hike cycle since the 1980s, allowing the economy to achieve a soft landing and avoid a recession.\"</p><p>\"We believe these hopes will be dashed again as the Federal Reserve pushes forward with excessive policy tightening. The S&P 500 has risen more than 10% from its October low, and we believe stock prices are worse at reflecting the recession, while earnings expectations have been lowered.\"</p><p>The core of BlackRock's unexpected downgrade is the reduction in earnings expectations. Although the market generally expects earnings growth to decline from 10% at the beginning of 2022 to just over 4% in 2023, the world's largest investment management firm anticipates zero earnings growth.</p><p>Boivin's team stated, \"We need to see further declines in the stock market, or more good news about easing inflation, for this to have a positive impact on the stock market.\"</p><p>Dan Avigad, partner and portfolio manager at Lansdowne Partners, agreed with the above view on Wednesday, saying at the Sohn London investment conference that corporate profit margins will have to be compressed from their current \"very high levels\" as central banks seek to curb demand to curb inflation.</p><p>Avigad said, \"If we look back at the trends of the past few decades, our earnings are still about 20% higher than the long-term trend, so in my opinion, the broader stock market earnings trajectory is likely overvalued by 15-20%.\"</p><p>According to data from Capital Economics, Wall Street's rise last Thursday was the 15th largest single-day gain for the S&P 500 since the mid-1960s. In a report, senior market economist Thomas Mathews stated that while on the surface, the stock market could still rise further if a decline in inflation does indeed lead to the end of monetary tightening, the company remains pessimistic about the stock market due to risks to economic growth and profit prospects.</p><p>Capital Economics expects the U.S. economy to experience a mild recession, with several major developed markets contracting. Mathews believes that, judging from general profit expectations, this macroeconomic outcome has not been fully considered in the stock market.</p><p>\"U.S. stock market valuations have fallen sharply, but based on the experience of recent U.S. economic recessions, the S&P 500's P/E fell further around the start of the recession, even though the index was already at a low level due to previous rate hike and real safe asset yields were still declining,\" Mathews said.</p><p>\"All of this shows us that the sustainability of the recent rebound depends not only on inflation, but at least as much on upcoming economic growth and corporate profit data.\"</p><p>For now, however, Capital Economics believes that corporate performance has disappointed the market and further dragged down the stock market. The company predicts that by mid-2023, the S&P 500 will fall to a low of 3,200 points, about 20% below current levels, and other stock markets around the world will experience similar declines.</p><p>However, not everyone agrees with this view. Patrick Spencer, vice president of equities at Baird, said he had not yet seen any data suggesting the U.S. economy might fall into recession, and suggested that last week's inflation data suggested the U.S. economy was on track for a \"soft landing.\"</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>Is the global stock market rebound sustainable? Several institutions, including BlackRock, hit the nail on the head.</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\">\nIs the global stock market rebound sustainable? Several institutions, including BlackRock, hit the nail on the head.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-11-18 14:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Global stock markets have recently risen and stabilized on expectations that central banks will soon begin to slow the pace of massive rate hike as inflation shows signs of peaking, but strategists still do not believe the rebound will last.</p><p>Markets were boosted last week after the U.S. released lower-than-expected October inflation data, prompting investors to bet that Federal Reserve policymakers would soon have to slow down or halt monetary policy tightening measures aimed at suppressing inflation. The S&P 500 index posted its biggest single-day gain since the pandemic rebounded in early 2020.</p><p>However, Federal Reserve Governor Waller said on Monday that the market overestimated the importance of one data point and that the Fed still has \"a long way to go\" in terms of rate hike. In recent days, some analysts have expressed the same view.</p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>The Investment Institute said in a report that the labor constraints driving wage growth and core inflation may be more persistent than the market reflects. Although the stock market rally indicates that the market has reaffirmed hopes for a soft landing by the Federal Reserve, BlackRock's top strategists disagree, and they continue to reduce their holdings of developed market stocks.</p><p>Jean Boivin, head of BlackRock's Investment Institute, and his team said: \"U.S. stocks have jumped multiple times this year on expectations that the Federal Reserve may be close to ending its fastest rate hike cycle since the 1980s, allowing the economy to achieve a soft landing and avoid a recession.\"</p><p>\"We believe these hopes will be dashed again as the Federal Reserve pushes forward with excessive policy tightening. The S&P 500 has risen more than 10% from its October low, and we believe stock prices are worse at reflecting the recession, while earnings expectations have been lowered.\"</p><p>The core of BlackRock's unexpected downgrade is the reduction in earnings expectations. Although the market generally expects earnings growth to decline from 10% at the beginning of 2022 to just over 4% in 2023, the world's largest investment management firm anticipates zero earnings growth.</p><p>Boivin's team stated, \"We need to see further declines in the stock market, or more good news about easing inflation, for this to have a positive impact on the stock market.\"</p><p>Dan Avigad, partner and portfolio manager at Lansdowne Partners, agreed with the above view on Wednesday, saying at the Sohn London investment conference that corporate profit margins will have to be compressed from their current \"very high levels\" as central banks seek to curb demand to curb inflation.</p><p>Avigad said, \"If we look back at the trends of the past few decades, our earnings are still about 20% higher than the long-term trend, so in my opinion, the broader stock market earnings trajectory is likely overvalued by 15-20%.\"</p><p>According to data from Capital Economics, Wall Street's rise last Thursday was the 15th largest single-day gain for the S&P 500 since the mid-1960s. In a report, senior market economist Thomas Mathews stated that while on the surface, the stock market could still rise further if a decline in inflation does indeed lead to the end of monetary tightening, the company remains pessimistic about the stock market due to risks to economic growth and profit prospects.</p><p>Capital Economics expects the U.S. economy to experience a mild recession, with several major developed markets contracting. Mathews believes that, judging from general profit expectations, this macroeconomic outcome has not been fully considered in the stock market.</p><p>\"U.S. stock market valuations have fallen sharply, but based on the experience of recent U.S. economic recessions, the S&P 500's P/E fell further around the start of the recession, even though the index was already at a low level due to previous rate hike and real safe asset yields were still declining,\" Mathews said.</p><p>\"All of this shows us that the sustainability of the recent rebound depends not only on inflation, but at least as much on upcoming economic growth and corporate profit data.\"</p><p>For now, however, Capital Economics believes that corporate performance has disappointed the market and further dragged down the stock market. The company predicts that by mid-2023, the S&P 500 will fall to a low of 3,200 points, about 20% below current levels, and other stock markets around the world will experience similar declines.</p><p>However, not everyone agrees with this view. Patrick Spencer, vice president of equities at Baird, said he had not yet seen any data suggesting the U.S. economy might fall into recession, and suggested that last week's inflation data suggested the U.S. economy was on track for a \"soft landing.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4535":"淡马锡持仓","BLK":"贝莱德","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4581":"高盛持仓","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4135":"资产管理与托管银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174099550","content_text":"全球股市最近上涨并企稳，因市场预期随着通胀显示出见顶迹象，各国央行将很快开始放缓大举加息的步伐，但策略师们仍不相信这种反弹会持续下去。上周美国公布的10月通胀数据低于预期后，市场受到提振，促使投资者押注美联储决策者很快将不得不放慢或停止货币政策收紧措施，这些措施旨在压低通胀。标准普尔500指数创下了自2020年初疫情反弹以来的最大单日涨幅。不过，美联储理事沃勒周一表示，市场高估了一个数据点的重要性，美联储在加息方面还有“一段路要走”。最近几天，一些分析人士也表达了同样的看法。贝莱德美国投资研究所(Investment Institute)在一份报告中说，推动工资增长和核心通胀的劳动力约束可能比市场所反映的更为持久。尽管股市上升表明，市场重申了美联储软着陆的希望，但贝莱德(BlackRock)的顶级策略师并不认同这一观点，他们仍然减持发达市场股票。贝莱德投资研究所主管Jean Boivin及其团队表示:\"美国股市今年多次跳涨，因市场预期美联储可能接近结束上世纪80年代以来最快的加息周期，让经济实现软着陆，避免陷入衰退。\"“我们认为，随着美联储推进政策过度紧缩，这些希望将再次破灭。标准普尔500指数从10月的低点上涨了10%以上，我们认为，股价在反映经济衰退的程度上更差了，而盈利预期也被下调了。”贝莱德预期的意外下调的核心是盈利预期下调。尽管市场普遍预期收益增长将从2022年初的10%降至2023年的略高于4%，但这家全球最大的投资管理公司预计收益将为零增长、Boivin的团队称，\"我们需要看到股市进一步下跌，或更多通胀缓和的好消息，才能对股市产生正面影响。\"Lansdowne Partners合伙人兼投资组合经理Dan Avigad周三对上述观点表示赞同，他在Sohn London投资会议上表示，随着各国央行寻求抑制需求以抑制通胀，企业利润率也将不得不从目前\"非常高的水准\"压缩。Avigad说:“如果我们回顾过去几十年的趋势，我们的收益仍比长期趋势高出20%左右，所以在我看来，更广泛的股票市场的收益轨迹很可能被高估了15-20%。”根据凯投宏观(Capital Economics)的数据，上周四华尔街的上涨是标普500指数自上世纪60年代中期以来第15大单日涨幅。资深市场经济学家Thomas Mathews在一份报告中称，尽管从表面上看，如果通胀回落确实导致货币紧缩政策结束，股市仍有进一步上涨的可能，但由于经济增长和获利前景面临风险，该公司仍对股市持悲观看法。凯投宏观(Capital Economics)预计美国经济将出现温和衰退，几个主要发达市场将出现收缩。Mathews认为，从普遍的获利预期来看，这一宏观经济结果并未在股市中得到充分考虑。\"美国股市估值已大幅下跌，但从近期美国经济衰退的经验来看，标普500指数的市盈率在衰退开始前后进一步下跌，尽管由于之前的加息，该指数已处于低位，且实际安全资产收益率仍有所下降，\" Mathews称。“所有这一切都向我们表明，最近一轮反弹的可持续性，不仅取决于通胀，还至少同样取决于即将出炉的经济增长和企业利润数据。”但就目前而言，凯投宏观(Capital Economics)认为，企业业绩令市场失望，并进一步拖累股市。该公司预测，到2023年年中，标准普尔500指数将跌至3,200点的低点，较当前水平低20%左右，全球其他股市也将出现类似幅度的跌幅。然而，并不是所有人都认同这一观点。Baird股票部副主席Patrick Spencer表示，他还没有看到任何数据显示美国经济可能陷入衰退，并暗示上周的通胀数据表明美国经济有望\"软着陆\"。","news_type":1,"symbols_score_info":{"BLK":0.9}},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9942209012,"gmtCreate":1681223220736,"gmtModify":1681223225633,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [开心] [开心] [开心] [开心]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":32,"commentSize":29,"repostSize":0,"link":"https://ttm.financial/post/9942209012","isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946474629,"gmtCreate":1681043794162,"gmtModify":1681043798734,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9946474629","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187291224096920,"gmtCreate":1686753253891,"gmtModify":1686753258301,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkkkkkkkkkkkkoooooo","listText":"Kkkkkkkkkkkkkkkkoooooo","text":"Kkkkkkkkkkkkkkkkoooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187291224096920","isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942338146,"gmtCreate":1681132137885,"gmtModify":1681132141213,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942338146","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963718893,"gmtCreate":1668756476212,"gmtModify":1676538108739,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963718893","repostId":"1174099550","repostType":4,"repost":{"id":"1174099550","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1668751348,"share":"https://ttm.financial/m/news/1174099550?lang=en_US&edition=fundamental","pubTime":"2022-11-18 14:02","market":"hk","language":"zh","title":"Is the global stock market rebound sustainable? Several institutions, including BlackRock, hit the nail on the head.","url":"https://stock-news.laohu8.com/highlight/detail?id=1174099550","media":"Wind万得","summary":"全球股市最近上涨并企稳，因市场预期随着通胀显示出见顶迹象，各国央行将很快开始放缓大举加息的步伐，但策略师们仍不相信这种反弹会持续下去。上周美国公布的10月通胀数据低于预期后，市场受到提振，促使投资者押","content":"<p><html><head></head><body>Global stock markets have recently risen and stabilized on expectations that central banks will soon begin to slow the pace of massive rate hike as inflation shows signs of peaking, but strategists still do not believe the rebound will last.</p><p>Markets were boosted last week after the U.S. released lower-than-expected October inflation data, prompting investors to bet that Federal Reserve policymakers would soon have to slow down or halt monetary policy tightening measures aimed at suppressing inflation. The S&P 500 index posted its biggest single-day gain since the pandemic rebounded in early 2020.</p><p>However, Federal Reserve Governor Waller said on Monday that the market overestimated the importance of one data point and that the Fed still has \"a long way to go\" in terms of rate hike. In recent days, some analysts have expressed the same view.</p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>The Investment Institute said in a report that the labor constraints driving wage growth and core inflation may be more persistent than the market reflects. Although the stock market rally indicates that the market has reaffirmed hopes for a soft landing by the Federal Reserve, BlackRock's top strategists disagree, and they continue to reduce their holdings of developed market stocks.</p><p>Jean Boivin, head of BlackRock's Investment Institute, and his team said: \"U.S. stocks have jumped multiple times this year on expectations that the Federal Reserve may be close to ending its fastest rate hike cycle since the 1980s, allowing the economy to achieve a soft landing and avoid a recession.\"</p><p>\"We believe these hopes will be dashed again as the Federal Reserve pushes forward with excessive policy tightening. The S&P 500 has risen more than 10% from its October low, and we believe stock prices are worse at reflecting the recession, while earnings expectations have been lowered.\"</p><p>The core of BlackRock's unexpected downgrade is the reduction in earnings expectations. Although the market generally expects earnings growth to decline from 10% at the beginning of 2022 to just over 4% in 2023, the world's largest investment management firm anticipates zero earnings growth.</p><p>Boivin's team stated, \"We need to see further declines in the stock market, or more good news about easing inflation, for this to have a positive impact on the stock market.\"</p><p>Dan Avigad, partner and portfolio manager at Lansdowne Partners, agreed with the above view on Wednesday, saying at the Sohn London investment conference that corporate profit margins will have to be compressed from their current \"very high levels\" as central banks seek to curb demand to curb inflation.</p><p>Avigad said, \"If we look back at the trends of the past few decades, our earnings are still about 20% higher than the long-term trend, so in my opinion, the broader stock market earnings trajectory is likely overvalued by 15-20%.\"</p><p>According to data from Capital Economics, Wall Street's rise last Thursday was the 15th largest single-day gain for the S&P 500 since the mid-1960s. In a report, senior market economist Thomas Mathews stated that while on the surface, the stock market could still rise further if a decline in inflation does indeed lead to the end of monetary tightening, the company remains pessimistic about the stock market due to risks to economic growth and profit prospects.</p><p>Capital Economics expects the U.S. economy to experience a mild recession, with several major developed markets contracting. Mathews believes that, judging from general profit expectations, this macroeconomic outcome has not been fully considered in the stock market.</p><p>\"U.S. stock market valuations have fallen sharply, but based on the experience of recent U.S. economic recessions, the S&P 500's P/E fell further around the start of the recession, even though the index was already at a low level due to previous rate hike and real safe asset yields were still declining,\" Mathews said.</p><p>\"All of this shows us that the sustainability of the recent rebound depends not only on inflation, but at least as much on upcoming economic growth and corporate profit data.\"</p><p>For now, however, Capital Economics believes that corporate performance has disappointed the market and further dragged down the stock market. The company predicts that by mid-2023, the S&P 500 will fall to a low of 3,200 points, about 20% below current levels, and other stock markets around the world will experience similar declines.</p><p>However, not everyone agrees with this view. Patrick Spencer, vice president of equities at Baird, said he had not yet seen any data suggesting the U.S. economy might fall into recession, and suggested that last week's inflation data suggested the U.S. economy was on track for a \"soft landing.\"</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>Is the global stock market rebound sustainable? Several institutions, including BlackRock, hit the nail on the head.</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\">\nIs the global stock market rebound sustainable? Several institutions, including BlackRock, hit the nail on the head.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-11-18 14:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Global stock markets have recently risen and stabilized on expectations that central banks will soon begin to slow the pace of massive rate hike as inflation shows signs of peaking, but strategists still do not believe the rebound will last.</p><p>Markets were boosted last week after the U.S. released lower-than-expected October inflation data, prompting investors to bet that Federal Reserve policymakers would soon have to slow down or halt monetary policy tightening measures aimed at suppressing inflation. The S&P 500 index posted its biggest single-day gain since the pandemic rebounded in early 2020.</p><p>However, Federal Reserve Governor Waller said on Monday that the market overestimated the importance of one data point and that the Fed still has \"a long way to go\" in terms of rate hike. In recent days, some analysts have expressed the same view.</p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>The Investment Institute said in a report that the labor constraints driving wage growth and core inflation may be more persistent than the market reflects. Although the stock market rally indicates that the market has reaffirmed hopes for a soft landing by the Federal Reserve, BlackRock's top strategists disagree, and they continue to reduce their holdings of developed market stocks.</p><p>Jean Boivin, head of BlackRock's Investment Institute, and his team said: \"U.S. stocks have jumped multiple times this year on expectations that the Federal Reserve may be close to ending its fastest rate hike cycle since the 1980s, allowing the economy to achieve a soft landing and avoid a recession.\"</p><p>\"We believe these hopes will be dashed again as the Federal Reserve pushes forward with excessive policy tightening. The S&P 500 has risen more than 10% from its October low, and we believe stock prices are worse at reflecting the recession, while earnings expectations have been lowered.\"</p><p>The core of BlackRock's unexpected downgrade is the reduction in earnings expectations. Although the market generally expects earnings growth to decline from 10% at the beginning of 2022 to just over 4% in 2023, the world's largest investment management firm anticipates zero earnings growth.</p><p>Boivin's team stated, \"We need to see further declines in the stock market, or more good news about easing inflation, for this to have a positive impact on the stock market.\"</p><p>Dan Avigad, partner and portfolio manager at Lansdowne Partners, agreed with the above view on Wednesday, saying at the Sohn London investment conference that corporate profit margins will have to be compressed from their current \"very high levels\" as central banks seek to curb demand to curb inflation.</p><p>Avigad said, \"If we look back at the trends of the past few decades, our earnings are still about 20% higher than the long-term trend, so in my opinion, the broader stock market earnings trajectory is likely overvalued by 15-20%.\"</p><p>According to data from Capital Economics, Wall Street's rise last Thursday was the 15th largest single-day gain for the S&P 500 since the mid-1960s. In a report, senior market economist Thomas Mathews stated that while on the surface, the stock market could still rise further if a decline in inflation does indeed lead to the end of monetary tightening, the company remains pessimistic about the stock market due to risks to economic growth and profit prospects.</p><p>Capital Economics expects the U.S. economy to experience a mild recession, with several major developed markets contracting. Mathews believes that, judging from general profit expectations, this macroeconomic outcome has not been fully considered in the stock market.</p><p>\"U.S. stock market valuations have fallen sharply, but based on the experience of recent U.S. economic recessions, the S&P 500's P/E fell further around the start of the recession, even though the index was already at a low level due to previous rate hike and real safe asset yields were still declining,\" Mathews said.</p><p>\"All of this shows us that the sustainability of the recent rebound depends not only on inflation, but at least as much on upcoming economic growth and corporate profit data.\"</p><p>For now, however, Capital Economics believes that corporate performance has disappointed the market and further dragged down the stock market. The company predicts that by mid-2023, the S&P 500 will fall to a low of 3,200 points, about 20% below current levels, and other stock markets around the world will experience similar declines.</p><p>However, not everyone agrees with this view. Patrick Spencer, vice president of equities at Baird, said he had not yet seen any data suggesting the U.S. economy might fall into recession, and suggested that last week's inflation data suggested the U.S. economy was on track for a \"soft landing.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4535":"淡马锡持仓","BLK":"贝莱德","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4581":"高盛持仓","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4135":"资产管理与托管银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174099550","content_text":"全球股市最近上涨并企稳，因市场预期随着通胀显示出见顶迹象，各国央行将很快开始放缓大举加息的步伐，但策略师们仍不相信这种反弹会持续下去。上周美国公布的10月通胀数据低于预期后，市场受到提振，促使投资者押注美联储决策者很快将不得不放慢或停止货币政策收紧措施，这些措施旨在压低通胀。标准普尔500指数创下了自2020年初疫情反弹以来的最大单日涨幅。不过，美联储理事沃勒周一表示，市场高估了一个数据点的重要性，美联储在加息方面还有“一段路要走”。最近几天，一些分析人士也表达了同样的看法。贝莱德美国投资研究所(Investment Institute)在一份报告中说，推动工资增长和核心通胀的劳动力约束可能比市场所反映的更为持久。尽管股市上升表明，市场重申了美联储软着陆的希望，但贝莱德(BlackRock)的顶级策略师并不认同这一观点，他们仍然减持发达市场股票。贝莱德投资研究所主管Jean Boivin及其团队表示:\"美国股市今年多次跳涨，因市场预期美联储可能接近结束上世纪80年代以来最快的加息周期，让经济实现软着陆，避免陷入衰退。\"“我们认为，随着美联储推进政策过度紧缩，这些希望将再次破灭。标准普尔500指数从10月的低点上涨了10%以上，我们认为，股价在反映经济衰退的程度上更差了，而盈利预期也被下调了。”贝莱德预期的意外下调的核心是盈利预期下调。尽管市场普遍预期收益增长将从2022年初的10%降至2023年的略高于4%，但这家全球最大的投资管理公司预计收益将为零增长、Boivin的团队称，\"我们需要看到股市进一步下跌，或更多通胀缓和的好消息，才能对股市产生正面影响。\"Lansdowne Partners合伙人兼投资组合经理Dan Avigad周三对上述观点表示赞同，他在Sohn London投资会议上表示，随着各国央行寻求抑制需求以抑制通胀，企业利润率也将不得不从目前\"非常高的水准\"压缩。Avigad说:“如果我们回顾过去几十年的趋势，我们的收益仍比长期趋势高出20%左右，所以在我看来，更广泛的股票市场的收益轨迹很可能被高估了15-20%。”根据凯投宏观(Capital Economics)的数据，上周四华尔街的上涨是标普500指数自上世纪60年代中期以来第15大单日涨幅。资深市场经济学家Thomas Mathews在一份报告中称，尽管从表面上看，如果通胀回落确实导致货币紧缩政策结束，股市仍有进一步上涨的可能，但由于经济增长和获利前景面临风险，该公司仍对股市持悲观看法。凯投宏观(Capital Economics)预计美国经济将出现温和衰退，几个主要发达市场将出现收缩。Mathews认为，从普遍的获利预期来看，这一宏观经济结果并未在股市中得到充分考虑。\"美国股市估值已大幅下跌，但从近期美国经济衰退的经验来看，标普500指数的市盈率在衰退开始前后进一步下跌，尽管由于之前的加息，该指数已处于低位，且实际安全资产收益率仍有所下降，\" Mathews称。“所有这一切都向我们表明，最近一轮反弹的可持续性，不仅取决于通胀，还至少同样取决于即将出炉的经济增长和企业利润数据。”但就目前而言，凯投宏观(Capital Economics)认为，企业业绩令市场失望，并进一步拖累股市。该公司预测，到2023年年中，标准普尔500指数将跌至3,200点的低点，较当前水平低20%左右，全球其他股市也将出现类似幅度的跌幅。然而，并不是所有人都认同这一观点。Baird股票部副主席Patrick Spencer表示，他还没有看到任何数据显示美国经济可能陷入衰退，并暗示上周的通胀数据表明美国经济有望\"软着陆\"。","news_type":1,"symbols_score_info":{"BLK":0.9}},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255907512492320,"gmtCreate":1703511726795,"gmtModify":1703511730992,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Hhhhhhhhhhhhhhhhhhhhhhiiiiii","listText":"Hhhhhhhhhhhhhhhhhhhhhhiiiiii","text":"Hhhhhhhhhhhhhhhhhhhhhhiiiiii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255907512492320","isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187998678646904,"gmtCreate":1686923635853,"gmtModify":1686923639912,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkkkkkkkkkkkkkkkkkkkii","listText":"Kkkkkkkkkkkkkkkkkkkkkkkii","text":"Kkkkkkkkkkkkkkkkkkkkkkkii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187998678646904","isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187642770841632,"gmtCreate":1686839029703,"gmtModify":1686839033710,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkkkkkkkkkkkkkkkkkkk","listText":"Kkkkkkkkkkkkkkkkkkkkkkk","text":"Kkkkkkkkkkkkkkkkkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187642770841632","isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186500012404744,"gmtCreate":1686571503399,"gmtModify":1686571507292,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkk(kiiikkkkkkkkkkk","listText":"Kkkkkk(kiiikkkkkkkkkkk","text":"Kkkkkk(kiiikkkkkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186500012404744","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186162988114016,"gmtCreate":1686489224395,"gmtModify":1686489228698,"author":{"id":"4131021788212202","authorId":"4131021788212202","name":"sky33","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4131021788212202","idStr":"4131021788212202"},"themes":[],"title":"","htmlText":"Kkkkkkkkkkkkkkkkkkkkkkk","listText":"Kkkkkkkkkkkkkkkkkkkkkkk","text":"Kkkkkkkkkkkkkkkkkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186162988114016","isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}