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- G0ldP0tG0ldP0t
  ·2022-06-29
  👍
  4 Singapore Blue-Chip Stocks with Dividend Yields Exceeding 4%
  Blue-chip stocks are so named because they are strong, stable businesses that have been through thic
  4 Singapore Blue-Chip Stocks with Dividend Yields Exceeding 4%
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- G0ldP0tG0ldP0t
  ·2022-06-21
  👍
  EV Stocks Gained in Premarket Trading
  EV stocks gained in premarket trading. Tesla, Lucid, Rivian, Nio, Li Auto, Xpeng Motors, Nikola, Can
  EV Stocks Gained in Premarket Trading
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- G0ldP0tG0ldP0t
  ·2022-05-29
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  Why the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real
  A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Da
  Why the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real
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- G0ldP0tG0ldP0t
  ·2022-05-29
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  $250 Billion in "Rebalancing" Inflows Could Rescue Stocks By the End of June, JPMorgan Says
  While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMo
  $250 Billion in "Rebalancing" Inflows Could Rescue Stocks By the End of June, JPMorgan Says
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- G0ldP0tG0ldP0t
  ·2022-04-20
  $COMFORTDELGRO CORPORATION LTD(C52.SI)$Is this a good sign?
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- G0ldP0tG0ldP0t
  ·2022-04-19
  $SINGAPORE EXCHANGE LIMITED(S68.SI)$Way to go.. please continue to stay strong and get stronger!
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- G0ldP0tG0ldP0t
  ·2022-04-18
  $SINGAPORE EXCHANGE LIMITED(S68.SI)$Oh mine.. what's Happening, please stay strong!
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- G0ldP0tG0ldP0t
  ·2022-04-09
  $SINGAPORE EXCHANGE LIMITED(S68.SI)$please hang in there!!!
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- G0ldP0tG0ldP0t
  ·2022-04-06
  $SINGAPORE EXCHANGE LIMITED(S68.SI)$AHurray!! Please continue to stay above $10!!
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- G0ldP0tG0ldP0t
  ·2022-04-04
  $COMFORTDELGRO CORPORATION LTD(C52.SI)$Is it time?
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Singapore’s three big banks.</p><p>The lender has a long track record of operation and has been through multiple boom and bust cycles over the decades.</p><p>Despite the economic slowdown in the past two years, the bank reported a S$4 billion net profit for its fiscal 2021 (FY2021), up 40% year on year.</p><p>In line with the good results, UOB paid out a total ordinary dividend of S$1.20 per share, higher than the pre-pandemic level of S$1.10 (excluding the special dividend of S$0.20).</p><p>At a share price of S$26.40, its trailing dividend yield stood at 4.5%.</p><p>Earlier this year, the bank acquired <b>Citigroup’s</b>(NYSE: C)consumer banking business in four countries.</p><p>This acquisition will strengthen its Asian presence and help to accelerate its customer growth.</p><p>Coupled with rising interest rates, UOB looks poised to report good results in the quarters to come.</p><p><b>Venture Corporation Ltd (SGX: V03)</b></p><p>Venture is a provider of technology products, services and solutions with expertise in life sciences, genomics, and lifestyle consumer technology, to name a few.</p><p>The group manages a portfolio of more than 5,000 products and employs over 12,000 people worldwide.</p><p>Venture reported a decent set of earnings for FY2021, with revenue inching up 3% year on year and net profit increased by 5% year on year to S$312.1 million.</p><p>A total dividend of S$0.75 per share was paid out, giving its shares a trailing dividend yield of 4.5%.</p><p>The momentum has carried over into the first quarter of 2022 (1Q2022), with the group’s revenue jumping 29.5% year on year to S$889.3 million.</p><p>Net profit climbed by 28.6% year on year to S$84 million.</p><p>Venture expects steady demand from its customers and its research and development laboratories have undertaken initiatives to mitigate recent supply chain disruptions caused by the Russia-Ukraine war.</p><p><b>Keppel Corporation Limited (SGX: BN4)</b></p><p>Keppel Corporation is a conglomerate with four key divisions – energy and environment, urban development, connectivity, and asset management.</p><p>The group reported its highest net profit in six years for FY2021, surpassing the S$1 billion mark for the first time since FY2015.</p><p>In line with the strong results, Keppel paid out a total dividend of S$0.33 for FY2021, giving its shares a trailing dividend yield of 5%.</p><p>1Q2022 saw the group reporting higher year on year net profit while accelerating its growth in areas such as renewables, sustainable energy, and data centres.</p><p>Investors can also look forward to the upcomingS$9.4 billion merger between <b>Sembcorp Marine Ltd</b>(SGX: S51) and Keppel’s Offshore and Marine division.</p><p>Meanwhile, the group has also signed a power purchase agreement with Lao and officially unveiled its new lifestyle mall I12 Katong located in the eastern part of Singapore.</p><p><b>Hongkong Land Holdings Limited (SGX: H78)</b></p><p>Hongkong Land Holdings Limited, or HKL, is a property investment, management and development group with more than 850,000 square metres (sqm) of prime office and luxury retail properties in key Asian cities.</p><p>The group reported a stable underlying net profit of US$966 million for FY2021 and maintained its annual dividend of US$0.22 per share.</p><p>At HKL’s share price of US$4.90, investors can obtain a trailing dividend yield of 4.5%.</p><p>The group acquired eight residential sites in China during the year with a developable area of around 977,000 sqm.</p><p>It also purchased a 50% interest in a mixed-use site in Chongqing where it will build a luxury mall to be completed by 2025.</p><p>In Singapore, HKL secured two joint venture projects with a developable area of 529,000 square feet for residential projects.</p><p>It also partnered with <b>Astra International</b>(IDX: ASII) to develop modern logistics warehouses in Indonesia.</p></body></html>","source":"lsy1602567310727","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>4 Singapore Blue-Chip Stocks with Dividend Yields Exceeding 4%</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\">\n4 Singapore Blue-Chip Stocks with Dividend Yields Exceeding 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-with-dividend-yields-exceeding-4/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Blue-chip stocks are so named because they are strong, stable businesses that have been through thick and thin.Such businesses provide a safe harbour during an economic storm.During uncertain times, ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-with-dividend-yields-exceeding-4/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"H78.SI":"置地控股有限公司","U11.SI":"大华银行","V03.SI":"创业公司","BN4.SI":"吉宝有限公司"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-blue-chip-stocks-with-dividend-yields-exceeding-4/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187857500","content_text":"Blue-chip stocks are so named because they are strong, stable businesses that have been through thick and thin.Such businesses provide a safe harbour during an economic storm.During uncertain times, owning blue-chip stocks enables you to sleep well at night as you can be confident that these companies are resilient and well-managed.For income-seeking investors, it’s a bonus if such stocks provide good dividends as well.Here are four blue-chip stocks that sport dividend yields higher than four percent.United Overseas Bank Ltd (SGX: U11)United Overseas Bank, or UOB, is one of Singapore’s three big banks.The lender has a long track record of operation and has been through multiple boom and bust cycles over the decades.Despite the economic slowdown in the past two years, the bank reported a S$4 billion net profit for its fiscal 2021 (FY2021), up 40% year on year.In line with the good results, UOB paid out a total ordinary dividend of S$1.20 per share, higher than the pre-pandemic level of S$1.10 (excluding the special dividend of S$0.20).At a share price of S$26.40, its trailing dividend yield stood at 4.5%.Earlier this year, the bank acquired Citigroup’s(NYSE: C)consumer banking business in four countries.This acquisition will strengthen its Asian presence and help to accelerate its customer growth.Coupled with rising interest rates, UOB looks poised to report good results in the quarters to come.Venture Corporation Ltd (SGX: V03)Venture is a provider of technology products, services and solutions with expertise in life sciences, genomics, and lifestyle consumer technology, to name a few.The group manages a portfolio of more than 5,000 products and employs over 12,000 people worldwide.Venture reported a decent set of earnings for FY2021, with revenue inching up 3% year on year and net profit increased by 5% year on year to S$312.1 million.A total dividend of S$0.75 per share was paid out, giving its shares a trailing dividend yield of 4.5%.The momentum has carried over into the first quarter of 2022 (1Q2022), with the group’s revenue jumping 29.5% year on year to S$889.3 million.Net profit climbed by 28.6% year on year to S$84 million.Venture expects steady demand from its customers and its research and development laboratories have undertaken initiatives to mitigate recent supply chain disruptions caused by the Russia-Ukraine war.Keppel Corporation Limited (SGX: BN4)Keppel Corporation is a conglomerate with four key divisions – energy and environment, urban development, connectivity, and asset management.The group reported its highest net profit in six years for FY2021, surpassing the S$1 billion mark for the first time since FY2015.In line with the strong results, Keppel paid out a total dividend of S$0.33 for FY2021, giving its shares a trailing dividend yield of 5%.1Q2022 saw the group reporting higher year on year net profit while accelerating its growth in areas such as renewables, sustainable energy, and data centres.Investors can also look forward to the upcomingS$9.4 billion merger between Sembcorp Marine Ltd(SGX: S51) and Keppel’s Offshore and Marine division.Meanwhile, the group has also signed a power purchase agreement with Lao and officially unveiled its new lifestyle mall I12 Katong located in the eastern part of Singapore.Hongkong Land Holdings Limited (SGX: H78)Hongkong Land Holdings Limited, or HKL, is a property investment, management and development group with more than 850,000 square metres (sqm) of prime office and luxury retail properties in key Asian cities.The group reported a stable underlying net profit of US$966 million for FY2021 and maintained its annual dividend of US$0.22 per share.At HKL’s share price of US$4.90, investors can obtain a trailing dividend yield of 4.5%.The group acquired eight residential sites in China during the year with a developable area of around 977,000 sqm.It also purchased a 50% interest in a mixed-use site in Chongqing where it will build a luxury mall to be completed by 2025.In Singapore, HKL secured two joint venture projects with a developable area of 529,000 square feet for residential projects.It also partnered with Astra International(IDX: ASII) to develop modern logistics warehouses in Indonesia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049287943,"gmtCreate":1655801086782,"gmtModify":1676535707900,"author":{"id":"4094607618214390","authorId":"4094607618214390","name":"G0ldP0t","avatar":"https://static.tigerbbs.com/c39ec1addfe6fce72c830966c6f0e944","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094607618214390","authorIdStr":"4094607618214390"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049287943","repostId":"1189003681","repostType":4,"repost":{"id":"1189003681","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger 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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>EV Stocks Gained in Premarket Trading</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; 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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\">\nEV Stocks Gained in Premarket Trading\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\">2022-06-21 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks gained in premarket trading. Tesla, Lucid, Rivian, Nio, Li Auto, Xpeng Motors, Nikola, Canoo and Niu Technologies climbed between 2% and 7%.</p><p><img src=\"https://static.tigerbbs.com/2f302e24a8fdc17418cdcdc6db69ee50\" tg-width=\"380\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","GOEV":"Canoo Inc.","NIO":"蔚来","NIU":"小牛电动","LCID":"Lucid Group Inc","LI":"理想汽车","XPEV":"小鹏汽车","TSLA":"特斯拉","NKLA":"Nikola Corporation"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189003681","content_text":"EV stocks gained in premarket trading. Tesla, Lucid, Rivian, Nio, Li Auto, Xpeng Motors, Nikola, Canoo and Niu Technologies climbed between 2% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024978135,"gmtCreate":1653793412627,"gmtModify":1676535342628,"author":{"id":"4094607618214390","authorId":"4094607618214390","name":"G0ldP0t","avatar":"https://static.tigerbbs.com/c39ec1addfe6fce72c830966c6f0e944","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094607618214390","authorIdStr":"4094607618214390"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024978135","repostId":"2238988779","repostType":4,"repost":{"id":"2238988779","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":1653740753,"share":"https://ttm.financial/m/news/2238988779?lang=&edition=fundamental","pubTime":"2022-05-28 20:25","market":"us","language":"en","title":"Why the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real","url":"https://stock-news.laohu8.com/highlight/detail?id=2238988779","media":"Dow Jones","summary":"A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Da","content":"<html><head></head><body><p>A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average&#39;s first winning week since late March to convince rattled investors that the pain is in the past.</p><p>What happened? Real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).</p><p><img src=\"https://static.tigerbbs.com/7521bdd8c826278369d3b7ba280e9bac\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p><p>That gave some breathing room for a bounce. Quant Insight&#39;s model showed the S&amp;P 500 had sunk below fair value but is now right in line with the metric.</p><p>The S&amp;P 500  had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week, ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.</p><p>The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow&#39;s  matching 6.8% rise marked the end of an eight-week run of losing weeks, its longest since 1932.</p><p>Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a>, managed to reverse to the upside despite bad news.</p><p>Neither Noorani nor Dempter were prepared to call a market bottom, however. And there was no shortage of outright bearish expectations. Michael Burry, the founder of Scion Asset Management, rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book &#34;The Big Short,&#34; in a since-deleted tweet implied parallels with the 2008 market collapse.</p><p>In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:</p><p>That echoes the fears that were raised earlier in May as retailers Target <a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a> and Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.</p><p>A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it&#39;s unlikely yields have peaked.</p><p>After all, while data, including Friday&#39;s reading of the core personal consumption expenditure index, the Fed&#39;s preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.</p><p>That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.</p><p>The single most important driver for yields &#34;is going to be Fed policy,&#34; he said, observing that central bankers &#34;have been spooked by inflation at these historically high numbers.&#34; Even if it&#39;s painful for the real economy, &#34;they have to hit the brakes pretty hard and get those numbers lower.&#34;</p><p>While the S&amp;P 500 hasn&#39;t technically confirmed that it&#39;s in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.</p><p>Dempter, in a Friday note, played down the consumer discretionary sector&#39;s sharp outperformance of the rest of the market in the previous session, acknowledging that, historically, discretionary sees sharp improvement in relative performance about a month before growth troughs. The move was likely an oversold bounce rather than a bottom, he argued, explaining that RenMac would be more optimistic &#34;if growth were weaker, and inflation had peaked.&#34;</p><p>&#34;History suggests that both growth and inflation need to weaken further before a bottom occurs,&#34; he said, noting that the energy sector&#39;s continued outperformance of healthcare suggests that inflation has yet to peak.</p><p>&#34;We&#39;ll be watching next week&#39;s ISM (manufacturing index) number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,&#34; he said.</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>Why the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real</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\">\nWhy the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real\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\">2022-05-28 20:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average&#39;s first winning week since late March to convince rattled investors that the pain is in the past.</p><p>What happened? Real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).</p><p><img src=\"https://static.tigerbbs.com/7521bdd8c826278369d3b7ba280e9bac\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p><p>That gave some breathing room for a bounce. Quant Insight&#39;s model showed the S&amp;P 500 had sunk below fair value but is now right in line with the metric.</p><p>The S&amp;P 500  had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week, ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.</p><p>The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow&#39;s  matching 6.8% rise marked the end of an eight-week run of losing weeks, its longest since 1932.</p><p>Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a>, managed to reverse to the upside despite bad news.</p><p>Neither Noorani nor Dempter were prepared to call a market bottom, however. And there was no shortage of outright bearish expectations. Michael Burry, the founder of Scion Asset Management, rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book &#34;The Big Short,&#34; in a since-deleted tweet implied parallels with the 2008 market collapse.</p><p>In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:</p><p>That echoes the fears that were raised earlier in May as retailers Target <a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a> and Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.</p><p>A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it&#39;s unlikely yields have peaked.</p><p>After all, while data, including Friday&#39;s reading of the core personal consumption expenditure index, the Fed&#39;s preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.</p><p>That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.</p><p>The single most important driver for yields &#34;is going to be Fed policy,&#34; he said, observing that central bankers &#34;have been spooked by inflation at these historically high numbers.&#34; Even if it&#39;s painful for the real economy, &#34;they have to hit the brakes pretty hard and get those numbers lower.&#34;</p><p>While the S&amp;P 500 hasn&#39;t technically confirmed that it&#39;s in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.</p><p>Dempter, in a Friday note, played down the consumer discretionary sector&#39;s sharp outperformance of the rest of the market in the previous session, acknowledging that, historically, discretionary sees sharp improvement in relative performance about a month before growth troughs. The move was likely an oversold bounce rather than a bottom, he argued, explaining that RenMac would be more optimistic &#34;if growth were weaker, and inflation had peaked.&#34;</p><p>&#34;History suggests that both growth and inflation need to weaken further before a bottom occurs,&#34; he said, noting that the energy sector&#39;s continued outperformance of healthcare suggests that inflation has yet to peak.</p><p>&#34;We&#39;ll be watching next week&#39;s ISM (manufacturing index) number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238988779","content_text":"A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average's first winning week since late March to convince rattled investors that the pain is in the past.What happened? Real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).That gave some breathing room for a bounce. Quant Insight's model showed the S&P 500 had sunk below fair value but is now right in line with the metric.The S&P 500  had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week, ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow's  matching 6.8% rise marked the end of an eight-week run of losing weeks, its longest since 1932.Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of Nvidia Corp., managed to reverse to the upside despite bad news.Neither Noorani nor Dempter were prepared to call a market bottom, however. And there was no shortage of outright bearish expectations. Michael Burry, the founder of Scion Asset Management, rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book \"The Big Short,\" in a since-deleted tweet implied parallels with the 2008 market collapse.In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:That echoes the fears that were raised earlier in May as retailers Target $(TGT)$ and Walmart $(WMT)$ reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it's unlikely yields have peaked.After all, while data, including Friday's reading of the core personal consumption expenditure index, the Fed's preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.The single most important driver for yields \"is going to be Fed policy,\" he said, observing that central bankers \"have been spooked by inflation at these historically high numbers.\" Even if it's painful for the real economy, \"they have to hit the brakes pretty hard and get those numbers lower.\"While the S&P 500 hasn't technically confirmed that it's in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.Dempter, in a Friday note, played down the consumer discretionary sector's sharp outperformance of the rest of the market in the previous session, acknowledging that, historically, discretionary sees sharp improvement in relative performance about a month before growth troughs. The move was likely an oversold bounce rather than a bottom, he argued, explaining that RenMac would be more optimistic \"if growth were weaker, and inflation had peaked.\"\"History suggests that both growth and inflation need to weaken further before a bottom occurs,\" he said, noting that the energy sector's continued outperformance of healthcare suggests that inflation has yet to peak.\"We'll be watching next week's ISM (manufacturing index) number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024978944,"gmtCreate":1653793401988,"gmtModify":1676535342624,"author":{"id":"4094607618214390","authorId":"4094607618214390","name":"G0ldP0t","avatar":"https://static.tigerbbs.com/c39ec1addfe6fce72c830966c6f0e944","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094607618214390","authorIdStr":"4094607618214390"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024978944","repostId":"2238585689","repostType":4,"repost":{"id":"2238585689","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":1653785130,"share":"https://ttm.financial/m/news/2238585689?lang=&edition=fundamental","pubTime":"2022-05-29 08:45","market":"us","language":"en","title":"$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2238585689","media":"Dow Jones","summary":"While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMo","content":"<html><head></head><body><p>While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan&#39;s equity-research department has churned up yet another bullish note for the bank&#39;s clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&amp;P 500 index was flirting late last week.</p><p>The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank&#39;s clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, &#34;rebalance&#34; by buying stocks and selling bonds to compensate for the latest drop in stocks.</p><p>In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by &#34;balanced&#34; mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).</p><p>But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.</p><p>These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.</p><p>Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway&#39;s massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.</p><p>All told, that&#39;s potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.</p><p>To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn&#39;t quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.</p><p>JPMorgan&#39;s strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.</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>$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan 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; 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\">\n$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan 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\">2022-05-29 08:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan&#39;s equity-research department has churned up yet another bullish note for the bank&#39;s clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&amp;P 500 index was flirting late last week.</p><p>The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank&#39;s clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, &#34;rebalance&#34; by buying stocks and selling bonds to compensate for the latest drop in stocks.</p><p>In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by &#34;balanced&#34; mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).</p><p>But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.</p><p>These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.</p><p>Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway&#39;s massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.</p><p>All told, that&#39;s potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.</p><p>To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn&#39;t quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.</p><p>JPMorgan&#39;s strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238585689","content_text":"While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan's equity-research department has churned up yet another bullish note for the bank's clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&P 500 index was flirting late last week.The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank's clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, \"rebalance\" by buying stocks and selling bonds to compensate for the latest drop in stocks.In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by \"balanced\" mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway's massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.All told, that's potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn't quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.JPMorgan's strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086807890,"gmtCreate":1650428150036,"gmtModify":1676534722731,"author":{"id":"4094607618214390","authorId":"4094607618214390","name":"G0ldP0t","avatar":"https://static.tigerbbs.com/c39ec1addfe6fce72c830966c6f0e944","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094607618214390","authorIdStr":"4094607618214390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>Is this a good sign?","listText":"<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>Is this a good sign?","text":"$COMFORTDELGRO CORPORATION LTD(C52.SI)$Is this a good sign?","images":[{"img":"https://community-static.tradeup.com/news/76365532af2b69cb025c681902892028","width":"1125","height":"2949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086807890","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9088639684,"gmtCreate":1650335915572,"gmtModify":1676534699608,"author":{"id":"4094607618214390","authorId":"4094607618214390","name":"G0ldP0t","avatar":"https://static.tigerbbs.com/c39ec1addfe6fce72c830966c6f0e944","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094607618214390","authorIdStr":"4094607618214390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>Way to go.. please continue to stay strong and get stronger!","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>Way to go.. please continue to stay strong and get stronger!","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$Way to go.. please continue to stay strong and get stronger!","images":[{"img":"https://community-static.tradeup.com/news/bc7824e934049a7566c5ec54d2101c16","width":"1125","height":"2949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088639684","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081516491,"gmtCreate":1650252237852,"gmtModify":1676534679720,"author":{"id":"4094607618214390","authorId":"4094607618214390","name":"G0ldP0t","avatar":"https://static.tigerbbs.com/c39ec1addfe6fce72c830966c6f0e944","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094607618214390","authorIdStr":"4094607618214390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>Oh mine.. what's Happening, please stay strong!","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>Oh mine.. what's Happening, please stay strong!","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$Oh mine.. what's Happening, please stay strong!","images":[{"img":"https://community-static.tradeup.com/news/6fae754d86480fc513d4e2fe44f946dc","width":"1125","height":"2949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081516491","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015211330,"gmtCreate":1649484846639,"gmtModify":1676534520296,"author":{"id":"4094607618214390","authorId":"4094607618214390","name":"G0ldP0t","avatar":"https://static.tigerbbs.com/c39ec1addfe6fce72c830966c6f0e944","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094607618214390","authorIdStr":"4094607618214390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>please hang in there!!!","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>please hang in there!!!","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$please hang in there!!!","images":[{"img":"https://community-static.tradeup.com/news/2a4127ca4e0e3d20d346d5cd7c596cec","width":"1125","height":"2949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015211330","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016788991,"gmtCreate":1649238667962,"gmtModify":1676534475546,"author":{"id":"4094607618214390","authorId":"4094607618214390","name":"G0ldP0t","avatar":"https://static.tigerbbs.com/c39ec1addfe6fce72c830966c6f0e944","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094607618214390","authorIdStr":"4094607618214390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>AHurray!! Please continue to stay above $10!!","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$</a>AHurray!! Please continue to stay above $10!!","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$AHurray!! Please continue to stay above $10!!","images":[{"img":"https://community-static.tradeup.com/news/7a70dbcf0cea62b41ecfc78c9168be0a","width":"1125","height":"2949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016788991","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018659152,"gmtCreate":1649034606757,"gmtModify":1676534439328,"author":{"id":"4094607618214390","authorId":"4094607618214390","name":"G0ldP0t","avatar":"https://static.tigerbbs.com/c39ec1addfe6fce72c830966c6f0e944","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094607618214390","authorIdStr":"4094607618214390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>Is it time?","listText":"<a href=\"https://ttm.financial/S/C52.SI\">$COMFORTDELGRO CORPORATION LTD(C52.SI)$</a>Is it time?","text":"$COMFORTDELGRO CORPORATION LTD(C52.SI)$Is it time?","images":[{"img":"https://community-static.tradeup.com/news/1fdbd93630f29e8e40c78f7c48c4d16b","width":"1125","height":"2949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018659152","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}