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savannaj
2025-04-25
$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$
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savannaj
2025-05-19
$CM BANK(03968)$
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savannaj
2025-05-12
Great article, would you like to share it?
Here’s How an Obscure Bet on Bonds Almost Crashed the $29 Trillion Treasury Market, Fed Official Says
savannaj
2025-04-25
The best is yet to come
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Among them, the game business increased by 15% year-on-year, 5% higher than VA consensus expectations, partially offset by the contraction of value-added services.<a href=\"https://laohu8.com/S/DAO\">Youdao</a>/Cloud Music/Innovation and other revenue fell 7%/8%/18% year-on-year. After adjustment<span>Net profit</span>It was 11.2 billion yuan, a year-on-year increase of 32%, 25% higher than Bloomberg and VA consensus expectations, and adjusted operating profit increased 34% year-on-year, 21% higher than VA consensus expectations. The increase in net profit margin was better than expected, mainly reflecting the company's focus on core business and the decline in marketing expenses.</p><p>The bank pointed out that the game in the first quarter was better than expected, and effective cost control drove profits to significantly exceed expectations. The growth of client games has accelerated, and the decline of mobile games has narrowed. \"Marvel Competition\", \"Sixteen Sounds of Yanyun\" and \"Identity V\" have promoted business growth. Based on the improving game trend and effective cost control, the bank raised its game revenue in 2025 by 1.9%/adjusted net profit by 5.6%. Based on the company's overall P/E of 18 times in 2025, the bank raised its target price from US $124/HK $193 to US $143/HK $223, maintaining a buy rating.</p><p></article></body></html></p>","source":"tencent","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>[Brokerage Focus] Bank of Communications International maintains NetEase's buy rating, indicating that game revenue in the first quarter beat expectations</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\">\n[Brokerage Focus] Bank of Communications International maintains NetEase's buy rating, indicating that game revenue in the first quarter beat expectations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金吾财讯</strong><span class=\"h-time small\">2025-05-19 09:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Jinwu Financial News |<a href=\"https://laohu8.com/S/03329\">BOCOM International</a>According to the research report,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>(09999) Revenue in the first quarter of 2025 increased by 7% year-on-year, in line with Bloomberg and VA consensus market expectations. Among them, the game business increased by 15% year-on-year, 5% higher than VA consensus expectations, partially offset by the contraction of value-added services.<a href=\"https://laohu8.com/S/DAO\">Youdao</a>/Cloud Music/Innovation and other revenue fell 7%/8%/18% year-on-year. After adjustment<span>Net profit</span>It was 11.2 billion yuan, a year-on-year increase of 32%, 25% higher than Bloomberg and VA consensus expectations, and adjusted operating profit increased 34% year-on-year, 21% higher than VA consensus expectations. The increase in net profit margin was better than expected, mainly reflecting the company's focus on core business and the decline in marketing expenses.</p><p>The bank pointed out that the game in the first quarter was better than expected, and effective cost control drove profits to significantly exceed expectations. The growth of client games has accelerated, and the decline of mobile games has narrowed. \"Marvel Competition\", \"Sixteen Sounds of Yanyun\" and \"Identity V\" have promoted business growth. Based on the improving game trend and effective cost control, the bank raised its game revenue in 2025 by 1.9%/adjusted net profit by 5.6%. Based on the company's overall P/E of 18 times in 2025, the bank raised its target price from US $124/HK $193 to US $143/HK $223, maintaining a buy rating.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250519093752a6e402a1&s=b\">金吾财讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09999":"网易-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250519093752a6e402a1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2536553544","content_text":"金吾财讯 | 交银国际研报指，网易(09999)2025年1季度收入同比增7%，符合彭博及VA一致市场预期，其中游戏业务同比增15%，较VA一致预期高5%，部分被增值服务收缩抵消。有道/云音乐/创新及其他收入同比跌7%/8%/18%。调整后净利润为112亿元人民币，同比增32%，较彭博及VA一致预期高25%，调整后运营利润同比增34%，较VA一致预期高21%。净利润率提升好于预期，主要反映公司聚焦核心业务及营销开支下降。该行指，1季度游戏好于预期，有效费控带动利润大幅超预期。端游加速增长，手游跌幅收窄，《漫威争锋》、《燕云十六声》及《第五人格》推动业务增长。基于游戏趋势向好及有效费控，该行上调2025年游戏收入1.9%/调整后净利润5.6%，基于公司整体18倍2025年市盈率，该行将目标价从124美元/193港元上调至143美元/223港元，维持买入评级。","news_type":1,"symbols_score_info":{"09999":1}},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434038107300336,"gmtCreate":1746980190338,"gmtModify":1747013174717,"author":{"id":"4208672891436362","authorId":"4208672891436362","name":"savannaj","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208672891436362","authorIdStr":"4208672891436362"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434038107300336","repostId":"2534507024","repostType":2,"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":428246540595808,"gmtCreate":1745572882936,"gmtModify":1745574051388,"author":{"id":"4208672891436362","authorId":"4208672891436362","name":"savannaj","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208672891436362","authorIdStr":"4208672891436362"},"themes":[],"htmlText":"The best is yet to come","listText":"The best is yet to come","text":"The best is yet to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/428246540595808","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":428244969906248,"gmtCreate":1745572215541,"gmtModify":1745574040177,"author":{"id":"4208672891436362","authorId":"4208672891436362","name":"savannaj","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208672891436362","authorIdStr":"4208672891436362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ </a> ","listText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ </a> ","text":"$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/428244969906248","repostId":"1190494709","repostType":2,"repost":{"id":"1190494709","kind":"news","weMediaInfo":{"introduction":"real-time reporting","home_visible":1,"media_name":"Earnings Call","id":"1002722034","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1745528856,"share":"https://ttm.financial/m/news/1190494709?lang=en_US&edition=fundamental","pubTime":"2025-04-25 05:07","market":"us","language":"en","title":"Google Q1 2025: 12% Revenue Growth, AI Drives Performance, $70B Share Buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=1190494709","media":"Earnings Call","summary":"1. Google reported strong Q1 2025 results with 12% YoY revenue growth to $90.2 billion.2. Search and YouTube advertising, subscription platforms, and Google Cloud all saw double-digit growth.3. AI-powered features are driving growth, with AI Overview reaching 1.5 billion monthly uses.4. Google Cloud revenue grew 28% YoY to $12.3 billion, with operating income of $2.2 billion.5. The company announced a 5% increase in quarterly dividend and a new $70 billion share repurchase authorization.6. Googl","content":"<br>1. Google reported strong Q1 2025 results with 12% YoY revenue growth to $90.2 billion.<br>2. Search and YouTube advertising, subscription platforms, and Google Cloud all saw double-digit growth.<br>3. AI-powered features are driving growth, with AI Overview reaching 1.5 billion monthly uses.<br>4. Google Cloud revenue grew 28% YoY to $12.3 billion, with operating income of $2.2 billion.<br>5. The company announced a 5% increase in quarterly dividend and a new $70 billion share repurchase authorization.<br>6. Google expects to invest approximately $75 billion in capex for 2025, with higher capacity deployment towards year-end.<br>Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","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>Google Q1 2025: 12% Revenue Growth, AI Drives Performance, $70B Share Buyback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Q1 2025: 12% Revenue Growth, AI Drives Performance, $70B Share Buyback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002722034\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Call </p>\n<p class=\"h-time\">2025-04-25 05:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<br>1. Google reported strong Q1 2025 results with 12% YoY revenue growth to $90.2 billion.<br>2. Search and YouTube advertising, subscription platforms, and Google Cloud all saw double-digit growth.<br>3. AI-powered features are driving growth, with AI Overview reaching 1.5 billion monthly uses.<br>4. Google Cloud revenue grew 28% YoY to $12.3 billion, with operating income of $2.2 billion.<br>5. The company announced a 5% increase in quarterly dividend and a new $70 billion share repurchase authorization.<br>6. Google expects to invest approximately $75 billion in capex for 2025, with higher capacity deployment towards year-end.<br>Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190494709","content_text":"1. Google reported strong Q1 2025 results with 12% YoY revenue growth to $90.2 billion.2. Search and YouTube advertising, subscription platforms, and Google Cloud all saw double-digit growth.3. AI-powered features are driving growth, with AI Overview reaching 1.5 billion monthly uses.4. Google Cloud revenue grew 28% YoY to $12.3 billion, with operating income of $2.2 billion.5. The company announced a 5% increase in quarterly dividend and a new $70 billion share repurchase authorization.6. Google expects to invest approximately $75 billion in capex for 2025, with higher capacity deployment towards year-end.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","news_type":1,"symbols_score_info":{"GOOGL":1,"GOOG":1}},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":428244969906248,"gmtCreate":1745572215541,"gmtModify":1745574040177,"author":{"id":"4208672891436362","authorId":"4208672891436362","name":"savannaj","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208672891436362","idStr":"4208672891436362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ </a> ","listText":"<a href=\"https://ttm.financial/S/CBA.AU\">$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ </a> ","text":"$COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/428244969906248","repostId":"1190494709","repostType":2,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":436639150415920,"gmtCreate":1747637545414,"gmtModify":1747638275921,"author":{"id":"4208672891436362","authorId":"4208672891436362","name":"savannaj","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208672891436362","idStr":"4208672891436362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03968\">$CM BANK(03968)$ </a> ","listText":"<a href=\"https://ttm.financial/S/03968\">$CM BANK(03968)$ </a> ","text":"$CM BANK(03968)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/436639150415920","repostId":"2536553544","repostType":2,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434038107300336,"gmtCreate":1746980190338,"gmtModify":1747013174717,"author":{"id":"4208672891436362","authorId":"4208672891436362","name":"savannaj","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208672891436362","idStr":"4208672891436362"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434038107300336","repostId":"2534507024","repostType":2,"repost":{"id":"2534507024","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1746854268,"share":"https://ttm.financial/m/news/2534507024?lang=en_US&edition=fundamental","pubTime":"2025-05-10 13:17","market":"fut","language":"en","title":"Here’s How an Obscure Bet on Bonds Almost Crashed the $29 Trillion Treasury Market, Fed Official Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2534507024","media":"Dow Jones","summary":"The abrupt unwinding of a popular 'Trump trade' in the Treasury market likely fueled April tumult, says Fed's securities-portfolio manager. A massive bond bet backfired in April - and a top Federal Reserve official now says it likely sparked the biggest spike in long-dated Treasury yields since 1987.Roberto Perli, who manages the Fed's roughly $6 trillion securities portfolio, said Friday that the abrupt unwinding of a popular trade known as the swap-spread trade likely exacerbated April's liquidity crunch in Treasurys.The turmoil began after President Donald Trump announced sweeping new tariffs on April 2. At first, investors rushed into U.S. government debt in a \"classic flight-to-safety\" trade. But just days later, yields on long-dated Treasurys reversed sharply; the 30-year yield BX:TMUBMUSD30Y rose nearly 50 basis points in a week, its biggest such jump since 1987.\"One factor that appears to have contributed to this unusual pattern is the unwinding of the so-called swap-spread tra","content":"<html><head></head><body><p>The abrupt unwinding of a popular 'Trump trade' in the Treasury market likely fueled April tumult, says Fed's securities-portfolio manager.</p><p>A massive bond bet backfired in April - and a top Federal Reserve official now says it likely sparked the biggest spike in long-dated Treasury yields since 1987.</p><p>Roberto Perli, who manages the Fed's roughly $6 trillion securities portfolio, said Friday that the abrupt unwinding of a popular trade known as the swap-spread trade likely exacerbated April's liquidity crunch in Treasurys.</p><p>The turmoil began after President Donald Trump announced sweeping new tariffs on April 2. At first, investors rushed into U.S. government debt in a "classic flight-to-safety" trade. But just days later, yields on long-dated Treasurys reversed sharply; the 30-year yield BX:TMUBMUSD30Y rose nearly 50 basis points in a week, its biggest such jump since 1987.</p><p>"One factor that appears to have contributed to this unusual pattern is the unwinding of the so-called swap-spread trade," said Perli, manager of the New York Fed's System Open Market Account, in a speech on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69c3c3494fd0b24c1c0153385d2d42bc\" tg-width=\"598\" tg-height=\"404\"/></p><p>Perli also pointed to reports of leveraged investors being caught off guard by sudden moves in the Treasury market.</p><p>Investors piled into the swap-spread trade in early 2025 in hopes of a windfall should Trump usher in promised deregulation, especially for the banking sector.</p><p>That trade backfired in April, exacerbating chaos in the nearly $29 trillion Treasury market, as MarketWatch explained last month - despite widespread reporting at the time that the classic Treasury market "basis trade" was part of the problem. In his remarks on Friday at a Fed conference in Washington, Perli said there was "no evidence" of an unwinding of that basis trade.</p><p>Read: How the 'trade of the year' in the bond market became a nightmare for investors after Trump's tariffs</p><p>Instead, Perli pointed to reports that "many leveraged investors were positioned to benefit from a decrease in Treasury yields of longer maturity relative to equivalent-maturity interest-rate swaps, partially due to the expectation for an easing of banking regulation that would bolster bank demand for Treasurys."</p><p>He further explained that investors "were making a directional bet that swap spreads would increase" - but, as MarketWatch reported, that didn't play out.</p><p>Trump pointed to a "yippy" bond market when he abruptly paused his April 2 tariffs for 90 days for most U.S. trade partners, with the exception of China.</p><p>On Friday, Perli also said the Fed will soon open up a key liquidity tool, known as the standing repo facility, for morning use, in addition to its existing afternoon operations.</p><p>"The deterioration in Treasury market liquidity was real and significant," he noted.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s How an Obscure Bet on Bonds Almost Crashed the $29 Trillion Treasury Market, Fed Official Says</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s How an Obscure Bet on Bonds Almost Crashed the $29 Trillion Treasury Market, Fed Official Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-10 13:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The abrupt unwinding of a popular 'Trump trade' in the Treasury market likely fueled April tumult, says Fed's securities-portfolio manager.</p><p>A massive bond bet backfired in April - and a top Federal Reserve official now says it likely sparked the biggest spike in long-dated Treasury yields since 1987.</p><p>Roberto Perli, who manages the Fed's roughly $6 trillion securities portfolio, said Friday that the abrupt unwinding of a popular trade known as the swap-spread trade likely exacerbated April's liquidity crunch in Treasurys.</p><p>The turmoil began after President Donald Trump announced sweeping new tariffs on April 2. At first, investors rushed into U.S. government debt in a "classic flight-to-safety" trade. But just days later, yields on long-dated Treasurys reversed sharply; the 30-year yield BX:TMUBMUSD30Y rose nearly 50 basis points in a week, its biggest such jump since 1987.</p><p>"One factor that appears to have contributed to this unusual pattern is the unwinding of the so-called swap-spread trade," said Perli, manager of the New York Fed's System Open Market Account, in a speech on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69c3c3494fd0b24c1c0153385d2d42bc\" tg-width=\"598\" tg-height=\"404\"/></p><p>Perli also pointed to reports of leveraged investors being caught off guard by sudden moves in the Treasury market.</p><p>Investors piled into the swap-spread trade in early 2025 in hopes of a windfall should Trump usher in promised deregulation, especially for the banking sector.</p><p>That trade backfired in April, exacerbating chaos in the nearly $29 trillion Treasury market, as MarketWatch explained last month - despite widespread reporting at the time that the classic Treasury market "basis trade" was part of the problem. In his remarks on Friday at a Fed conference in Washington, Perli said there was "no evidence" of an unwinding of that basis trade.</p><p>Read: How the 'trade of the year' in the bond market became a nightmare for investors after Trump's tariffs</p><p>Instead, Perli pointed to reports that "many leveraged investors were positioned to benefit from a decrease in Treasury yields of longer maturity relative to equivalent-maturity interest-rate swaps, partially due to the expectation for an easing of banking regulation that would bolster bank demand for Treasurys."</p><p>He further explained that investors "were making a directional bet that swap spreads would increase" - but, as MarketWatch reported, that didn't play out.</p><p>Trump pointed to a "yippy" bond market when he abruptly paused his April 2 tariffs for 90 days for most U.S. trade partners, with the exception of China.</p><p>On Friday, Perli also said the Fed will soon open up a key liquidity tool, known as the standing repo facility, for morning use, in addition to its existing afternoon operations.</p><p>"The deterioration in Treasury market liquidity was real and significant," he noted.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534507024","content_text":"The abrupt unwinding of a popular 'Trump trade' in the Treasury market likely fueled April tumult, says Fed's securities-portfolio manager.A massive bond bet backfired in April - and a top Federal Reserve official now says it likely sparked the biggest spike in long-dated Treasury yields since 1987.Roberto Perli, who manages the Fed's roughly $6 trillion securities portfolio, said Friday that the abrupt unwinding of a popular trade known as the swap-spread trade likely exacerbated April's liquidity crunch in Treasurys.The turmoil began after President Donald Trump announced sweeping new tariffs on April 2. At first, investors rushed into U.S. government debt in a \"classic flight-to-safety\" trade. But just days later, yields on long-dated Treasurys reversed sharply; the 30-year yield BX:TMUBMUSD30Y rose nearly 50 basis points in a week, its biggest such jump since 1987.\"One factor that appears to have contributed to this unusual pattern is the unwinding of the so-called swap-spread trade,\" said Perli, manager of the New York Fed's System Open Market Account, in a speech on Friday.Perli also pointed to reports of leveraged investors being caught off guard by sudden moves in the Treasury market.Investors piled into the swap-spread trade in early 2025 in hopes of a windfall should Trump usher in promised deregulation, especially for the banking sector.That trade backfired in April, exacerbating chaos in the nearly $29 trillion Treasury market, as MarketWatch explained last month - despite widespread reporting at the time that the classic Treasury market \"basis trade\" was part of the problem. In his remarks on Friday at a Fed conference in Washington, Perli said there was \"no evidence\" of an unwinding of that basis trade.Read: How the 'trade of the year' in the bond market became a nightmare for investors after Trump's tariffsInstead, Perli pointed to reports that \"many leveraged investors were positioned to benefit from a decrease in Treasury yields of longer maturity relative to equivalent-maturity interest-rate swaps, partially due to the expectation for an easing of banking regulation that would bolster bank demand for Treasurys.\"He further explained that investors \"were making a directional bet that swap spreads would increase\" - but, as MarketWatch reported, that didn't play out.Trump pointed to a \"yippy\" bond market when he abruptly paused his April 2 tariffs for 90 days for most U.S. trade partners, with the exception of China.On Friday, Perli also said the Fed will soon open up a key liquidity tool, known as the standing repo facility, for morning use, in addition to its existing afternoon operations.\"The deterioration in Treasury market liquidity was real and significant,\" he noted.","news_type":1,"symbols_score_info":{"US12M.BOND":1,"US30Y.BOND":1,"US7Y.BOND":1,"US10Y.BOND":1,".DJI":1.1,".SPX":1.1,".IXIC":1.1,"US6M.BOND":1,"US2Y.BOND":1,"US3Y.BOND":1,"US5Y.BOND":1}},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":428246540595808,"gmtCreate":1745572882936,"gmtModify":1745574051388,"author":{"id":"4208672891436362","authorId":"4208672891436362","name":"savannaj","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208672891436362","idStr":"4208672891436362"},"themes":[],"htmlText":"The best is yet to come","listText":"The best is yet to come","text":"The best is yet to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/428246540595808","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
