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MervKJ

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- MervKJMervKJ
  ·2021-08-05
  Nice
  What's Next For The S&P 500: 10% Pullback or Rolling Correction?
  The market has become increasingly rational as this 16-month bull market matures, and index-based up
  What's Next For The S&P 500: 10% Pullback or Rolling Correction?
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- MervKJMervKJ
  ·2021-08-04
  Gd
  Sorry, this post has been deleted
  507 Comment
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- MervKJMervKJ
  ·2021-08-04
  Nice
  Citi Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call
  Growth recovery will fuel rise in Treasury yields to 2%: Citi. Strategists cut U.S. stocks, prefer J
  Citi Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call
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- MervKJMervKJ
  ·2021-07-21
  $Ever-Glory(EVK)$Any idea whats rhe situation?
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- MervKJMervKJ
  ·2021-06-29
  To the moon
  @eniamreg：
  $Atossa Genetics(ATOS)$any surprise tonight??? ???
  $Atossa Genetics(ATOS)$any surprise tonight??? ???
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- MervKJMervKJ
  ·2021-06-25
  Nice
  Sorry, this post has been deleted
  580 Comment
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- MervKJMervKJ
  ·2021-06-23
  $Atossa Genetics(ATOS)$Why dropping?
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- MervKJMervKJ
  ·2021-06-23
  why dropping??
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- MervKJMervKJ
  ·2021-03-26
  Hmm
  Dow rises more than 100 points amid tame inflation data, bank shares lead
  U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered
  Dow rises more than 100 points amid tame inflation data, bank shares lead
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- MervKJMervKJ
  ·2021-03-25
  time to build warehouse
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18:08","market":"us","language":"en","title":"What's Next For The S&P 500: 10% Pullback or Rolling Correction?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121866583","media":"zacks","summary":"The market has become increasingly rational as this 16-month bull market matures, and index-based up","content":"<p>The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.</p>\n<p>The S&amp;P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.</p>\n<p><b>Rotations In &amp; Out of Growth &amp; Value</b></p>\n<p>Investors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.</p>\n<p><img src=\"https://static.tigerbbs.com/80d0680692ab8ada950167692164017e\" tg-width=\"620\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: TradingView</p>\n<p>The year-to-date performance divergence between these two stock groupings illustrates that investors &amp; traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.</p>\n<p><b>Accelerating Annualized Returns</b></p>\n<p>The S&amp;P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.</p>\n<p>The S&amp;P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.</p>\n<p>The stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&amp;P 500 isn't viable.</p>\n<p>There may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.</p>\n<p>We are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.</p>\n<p>However, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.</p>\n<p>Nevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.</p>\n<p>Stocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).</p>\n<p>I expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).</p>\n<p>I foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&amp;P 500 will close out the year higher than it is trading at today.</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>What's Next For The S&P 500: 10% Pullback or Rolling Correction?</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\">\nWhat's Next For The S&P 500: 10% Pullback or Rolling Correction?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004><strong>zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. ...</p>\n\n<a href=\"https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121866583","content_text":"The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.\nThe S&P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.\nRotations In & Out of Growth & Value\nInvestors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.\n\nImage Source: TradingView\nThe year-to-date performance divergence between these two stock groupings illustrates that investors & traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.\nAccelerating Annualized Returns\nThe S&P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.\nThe S&P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.\nThe stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&P 500 isn't viable.\nThere may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.\nWe are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.\nHowever, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.\nNevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.\nStocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).\nI expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).\nI foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&P 500 will close out the year higher than it is trading at today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890960847,"gmtCreate":1628076790189,"gmtModify":1703500739537,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574047516831606","authorIdStr":"3574047516831606"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890960847","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890960940,"gmtCreate":1628076771480,"gmtModify":1703500739049,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574047516831606","authorIdStr":"3574047516831606"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/890960940","repostId":"1137127820","repostType":4,"repost":{"id":"1137127820","pubTimestamp":1628076215,"share":"https://ttm.financial/m/news/1137127820?lang=&edition=fundamental","pubTime":"2021-08-04 19:23","market":"us","language":"en","title":"Citi Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call","url":"https://stock-news.laohu8.com/highlight/detail?id=1137127820","media":"Bloomberg","summary":"Growth recovery will fuel rise in Treasury yields to 2%: Citi.\nStrategists cut U.S. stocks, prefer J","content":"<ul>\n <li>Growth recovery will fuel rise in Treasury yields to 2%: Citi.</li>\n <li>Strategists cut U.S. stocks, prefer Japan and U.K. markets.</li>\n</ul>\n<p>U.S. stock market returns may suffer as economic recovery and possible monetary tightening are set to fuel a surge in Treasury yields, according to Citigroup Inc. strategists.</p>\n<p>Citi downgraded U.S. stocks to neutral from overweight on Wednesday due to the large prevalence of tech companies, which are vulnerable to higher rates. The recent rally in government bonds will be temporary before macro growth fuels a rise in 10-year yields to 2% into 2022, according to Robert Buckland and his colleagues.</p>\n<p>Bonds have been rebounding in recent months, pushing the 10-year yield down to 1.18% amid a resurgence in Covid-19 cases and concerns that the global recovery isn’t as strong as expected. With the S&amp;P 500 trading at record highs, a possible resumption of the ascent in yields could make the stock market, and growth shares in particular, vulnerable to selloffs.</p>\n<p><img src=\"https://static.tigerbbs.com/c30dae15743966495185f73dc8fd5e5e\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\">“The U.S. equity market is more vulnerable to higher real yields because it has a heavy growth stock weighting,” the Citi strategists said in a note.</p>\n<p>At the same time, Citi says a jump in Treasury yields is unlikely to be “fatal” for global equities because of strong early-cycle earnings growth supporting risk sentiment. The strategists expect the two factors to cancel each other out over the next 12 months, predicting flat returns for the MSCI World Index by mid-2022.</p>\n<p>Citi upgraded Japanese equities to overweight, citing cheap valuations and sensitivity to global cyclical recovery. It also kept U.K. stocks at overweight thanks to their positive correlation to higher bond yields. Among equity sectors, financials and materials will benefit from a rise in borrowing costs, the strategists say.</p>\n<p>According to a Bloomberg survey of forecasters, the 10-year Treasury rate will rise to about 1.8% by the end of 2021. Bearish Citi strategists point to technical factors behind the recent drop in yields, such as the unwinding of short positions and supply dynamics, with the march toward 2% likely to resume soon.</p>\n<p></p>","source":"lsy1584095487587","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>Citi Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call</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\">\nCiti Cuts Tech-Heavy U.S. Stocks on Treasury Yield Surge Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-04/citi-cuts-tech-heavy-u-s-stocks-on-treasury-yield-surge-call?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth recovery will fuel rise in Treasury yields to 2%: Citi.\nStrategists cut U.S. stocks, prefer Japan and U.K. markets.\n\nU.S. stock market returns may suffer as economic recovery and possible ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-04/citi-cuts-tech-heavy-u-s-stocks-on-treasury-yield-surge-call?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-04/citi-cuts-tech-heavy-u-s-stocks-on-treasury-yield-surge-call?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137127820","content_text":"Growth recovery will fuel rise in Treasury yields to 2%: Citi.\nStrategists cut U.S. stocks, prefer Japan and U.K. markets.\n\nU.S. stock market returns may suffer as economic recovery and possible monetary tightening are set to fuel a surge in Treasury yields, according to Citigroup Inc. strategists.\nCiti downgraded U.S. stocks to neutral from overweight on Wednesday due to the large prevalence of tech companies, which are vulnerable to higher rates. The recent rally in government bonds will be temporary before macro growth fuels a rise in 10-year yields to 2% into 2022, according to Robert Buckland and his colleagues.\nBonds have been rebounding in recent months, pushing the 10-year yield down to 1.18% amid a resurgence in Covid-19 cases and concerns that the global recovery isn’t as strong as expected. With the S&P 500 trading at record highs, a possible resumption of the ascent in yields could make the stock market, and growth shares in particular, vulnerable to selloffs.\n“The U.S. equity market is more vulnerable to higher real yields because it has a heavy growth stock weighting,” the Citi strategists said in a note.\nAt the same time, Citi says a jump in Treasury yields is unlikely to be “fatal” for global equities because of strong early-cycle earnings growth supporting risk sentiment. The strategists expect the two factors to cancel each other out over the next 12 months, predicting flat returns for the MSCI World Index by mid-2022.\nCiti upgraded Japanese equities to overweight, citing cheap valuations and sensitivity to global cyclical recovery. It also kept U.K. stocks at overweight thanks to their positive correlation to higher bond yields. Among equity sectors, financials and materials will benefit from a rise in borrowing costs, the strategists say.\nAccording to a Bloomberg survey of forecasters, the 10-year Treasury rate will rise to about 1.8% by the end of 2021. Bearish Citi strategists point to technical factors behind the recent drop in yields, such as the unwinding of short positions and supply dynamics, with the march toward 2% likely to resume soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176335965,"gmtCreate":1626860393657,"gmtModify":1703479449192,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574047516831606","authorIdStr":"3574047516831606"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EVK\">$Ever-Glory(EVK)$</a>Any idea whats rhe situation?","listText":"<a href=\"https://laohu8.com/S/EVK\">$Ever-Glory(EVK)$</a>Any idea whats rhe situation?","text":"$Ever-Glory(EVK)$Any idea whats rhe situation?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176335965","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159817851,"gmtCreate":1624955407073,"gmtModify":1703848762104,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574047516831606","authorIdStr":"3574047516831606"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159817851","repostId":"159804259","repostType":1,"repost":{"id":159804259,"gmtCreate":1624953965971,"gmtModify":1703848717948,"author":{"id":"3579084264842641","authorId":"3579084264842641","name":"eniamreg","avatar":"https://static.tigerbbs.com/9971e3582f33956e53b83bbc5cea9de3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579084264842641","authorIdStr":"3579084264842641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>any surprise tonight??? ???","listText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>any surprise tonight??? ???","text":"$Atossa Genetics(ATOS)$any surprise tonight??? ???","images":[{"img":"https://static.tigerbbs.com/c9ae96455b7c201fa078906e5f434e5c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159804259","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126548776,"gmtCreate":1624579927095,"gmtModify":1703840729066,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574047516831606","authorIdStr":"3574047516831606"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126548776","repostId":"2146202596","repostType":4,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121015477,"gmtCreate":1624443997899,"gmtModify":1703836849270,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574047516831606","authorIdStr":"3574047516831606"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>Why dropping?","listText":"<a href=\"https://laohu8.com/S/ATOS\">$Atossa Genetics(ATOS)$</a>Why dropping?","text":"$Atossa Genetics(ATOS)$Why dropping?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121015477","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123758312,"gmtCreate":1624440683536,"gmtModify":1703836756644,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574047516831606","authorIdStr":"3574047516831606"},"themes":[],"htmlText":"why dropping??","listText":"why dropping??","text":"why dropping??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123758312","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356125217,"gmtCreate":1616765836739,"gmtModify":1704798588317,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574047516831606","authorIdStr":"3574047516831606"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356125217","repostId":"1104998749","repostType":4,"repost":{"id":"1104998749","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616765504,"share":"https://ttm.financial/m/news/1104998749?lang=&edition=fundamental","pubTime":"2021-03-26 21:31","market":"us","language":"en","title":"Dow rises more than 100 points amid tame inflation data, bank shares lead","url":"https://stock-news.laohu8.com/highlight/detail?id=1104998749","media":"Tiger Newspress","summary":"U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered ","content":"<p>U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered data showing subdued inflation.</p><p>The Dow Jones Industrial Average gained 118 points. The S&amp;P 500 rose 0.4%, while the Nasdaq Composite climbed 0.2%.</p><p><img src=\"https://static.tigerbbs.com/5467cdbacf419736bd8452e030e0c531\" tg-width=\"1036\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p>Bank stocks rose after the Fed announced that banks could&nbsp;resume buybacks and raise dividends starting at the end of June. The central bank originally said it would lift pandemic era restrictions in the first quarter, but even the delayed move gives investors more clarity.</p><p>Shares of JPMorgan rose 1.5%, while Bank of America advanced 2%. Goldman Sachs gained 1%.</p><p>Classic reopening plays built on the momentum from the previous session. American Airlines climbed 1%, while Royal Caribbean, Carnival and Norwegian Cruise Line all climbed more than 1%.</p><p>The core personal consumption expenditure price index, which strips out volatile food and energy prices, rose 0.1% month over month, matching expectations from economists polled by Dow Jones. Year over year, the gauge climbed 1.4%, slightly lower than a 1.5% estimate.</p><p>The move in futures comes after&nbsp;stocks bounced in afternoon trading on Thursday, with the Dow swinging more than 500 points as cyclical trades gained steam. The strong close broke a recent trend of poor finishes on Wall Street and trimmed the market’s week-to-date losses. The Dow and S&amp;P 500 are now down less than 0.1% for the week, while the Nasdaq Composite is in the red by 1.8%.</p><p>“If you’re positioned the way we are, which is for a cyclical recovery and being overweight the value sectors, certainly you can’t run a victory lap here. But it is nice to see, after the last six days, that some of the trends that have been in place for the better part of six months seem to be reasserting themselves,” Jason Trennert, CEO of Strategas Research Partners, said on CNBC’s “Closing Bell.”</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>Dow rises more than 100 points amid tame inflation data, bank shares lead</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\">\nDow rises more than 100 points amid tame inflation data, bank shares lead\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-26 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered data showing subdued inflation.</p><p>The Dow Jones Industrial Average gained 118 points. The S&amp;P 500 rose 0.4%, while the Nasdaq Composite climbed 0.2%.</p><p><img src=\"https://static.tigerbbs.com/5467cdbacf419736bd8452e030e0c531\" tg-width=\"1036\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p><p>Bank stocks rose after the Fed announced that banks could&nbsp;resume buybacks and raise dividends starting at the end of June. The central bank originally said it would lift pandemic era restrictions in the first quarter, but even the delayed move gives investors more clarity.</p><p>Shares of JPMorgan rose 1.5%, while Bank of America advanced 2%. Goldman Sachs gained 1%.</p><p>Classic reopening plays built on the momentum from the previous session. American Airlines climbed 1%, while Royal Caribbean, Carnival and Norwegian Cruise Line all climbed more than 1%.</p><p>The core personal consumption expenditure price index, which strips out volatile food and energy prices, rose 0.1% month over month, matching expectations from economists polled by Dow Jones. Year over year, the gauge climbed 1.4%, slightly lower than a 1.5% estimate.</p><p>The move in futures comes after&nbsp;stocks bounced in afternoon trading on Thursday, with the Dow swinging more than 500 points as cyclical trades gained steam. The strong close broke a recent trend of poor finishes on Wall Street and trimmed the market’s week-to-date losses. The Dow and S&amp;P 500 are now down less than 0.1% for the week, while the Nasdaq Composite is in the red by 1.8%.</p><p>“If you’re positioned the way we are, which is for a cyclical recovery and being overweight the value sectors, certainly you can’t run a victory lap here. But it is nice to see, after the last six days, that some of the trends that have been in place for the better part of six months seem to be reasserting themselves,” Jason Trennert, CEO of Strategas Research Partners, said on CNBC’s “Closing Bell.”</p>\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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104998749","content_text":"U.S. stocks climbed on Friday, led by bank shares and economic reopening plays as investors cheered data showing subdued inflation.The Dow Jones Industrial Average gained 118 points. The S&P 500 rose 0.4%, while the Nasdaq Composite climbed 0.2%.Bank stocks rose after the Fed announced that banks could resume buybacks and raise dividends starting at the end of June. The central bank originally said it would lift pandemic era restrictions in the first quarter, but even the delayed move gives investors more clarity.Shares of JPMorgan rose 1.5%, while Bank of America advanced 2%. Goldman Sachs gained 1%.Classic reopening plays built on the momentum from the previous session. American Airlines climbed 1%, while Royal Caribbean, Carnival and Norwegian Cruise Line all climbed more than 1%.The core personal consumption expenditure price index, which strips out volatile food and energy prices, rose 0.1% month over month, matching expectations from economists polled by Dow Jones. Year over year, the gauge climbed 1.4%, slightly lower than a 1.5% estimate.The move in futures comes after stocks bounced in afternoon trading on Thursday, with the Dow swinging more than 500 points as cyclical trades gained steam. The strong close broke a recent trend of poor finishes on Wall Street and trimmed the market’s week-to-date losses. The Dow and S&P 500 are now down less than 0.1% for the week, while the Nasdaq Composite is in the red by 1.8%.“If you’re positioned the way we are, which is for a cyclical recovery and being overweight the value sectors, certainly you can’t run a victory lap here. But it is nice to see, after the last six days, that some of the trends that have been in place for the better part of six months seem to be reasserting themselves,” Jason Trennert, CEO of Strategas Research Partners, said on CNBC’s “Closing Bell.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358326202,"gmtCreate":1616664742406,"gmtModify":1704797096246,"author":{"id":"3574047516831606","authorId":"3574047516831606","name":"MervKJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574047516831606","authorIdStr":"3574047516831606"},"themes":[],"htmlText":"time to build warehouse","listText":"time to build warehouse","text":"time to build warehouse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358326202","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}