美联储的支点可能是毁灭性的:
自从美联储在12月转为鸽派以来,金融状况已急剧缓解。
我们已经看到标准普尔500指数创下历史新高,首次公开募股活动增加,信贷利差收紧,并购又回来了。
消费者受益于资产价格的上涨,投资者纷纷涌入股票。
阿波罗说,这与我们在1970年代看到的情况类似,当时通货膨胀率反弹至远远超过10%。
如果我们真的走上了 “软着陆” 的正轨,为什么我们需要更低的射速...
自从美联储在12月转为鸽派以来,金融状况已急剧缓解。
我们已经看到标准普尔500指数创下历史新高,首次公开募股活动增加,信贷利差收紧,并购又回来了。
消费者受益于资产价格的上涨,投资者纷纷涌入股票。
阿波罗说,这与我们在1970年代看到的情况类似,当时通货膨胀率反弹至远远超过10%。
如果我们真的走上了 “软着陆” 的正轨,为什么我们需要更低的射速...
已翻译
![图片](https://ussnsimg.moomoo.com/sns_client_feed/70040945/20240315/501e5fbbfb07485388c9a9b1409eccfa.jpg/thumb?area=100&is_public=true)
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High-grade bond US issuers are on track to break first-quarter issuance records, with $27 billion issued this week and year-to-date volume reaching $466 billion. The $510 billion record for the first three months of a year is within reach if the current pace continues.
Despite higher Treasury yields, robust demand and favorable pricing conditions are driving corporate borrowers to tap the market before potential economic uncertainties arise. Is...
Despite higher Treasury yields, robust demand and favorable pricing conditions are driving corporate borrowers to tap the market before potential economic uncertainties arise. Is...
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New York Community Bancorp (NYCB) late Monday said it closed a $1 billion equity investment from a group of firms led by former Treasury Secretary Steven Mnuchin's Liberty Capital.
The bank announced its intention to propose a one-for-three reverse stock split to shareholders.
Mnuchin and fellow investors Milton Berlinski and Allen Puwalski, as well as former Comptroller of the Currency Joseph Otting, joined the troubled lender's...
The bank announced its intention to propose a one-for-three reverse stock split to shareholders.
Mnuchin and fellow investors Milton Berlinski and Allen Puwalski, as well as former Comptroller of the Currency Joseph Otting, joined the troubled lender's...
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US February 2024 consumer price index data
Headline measures:
CPI y/y +3.2% versus 3.1% expected
Prior y/y 3.1%
CPI m/m +0.4% versus +0.4% expected
Prior m/m 0.3%
Core measures:
Core CPI m/m +0.4% versus +0.3% expected. Last month 0.4%
Unrounded core was +0.358%
Core CPI y/y 3.8% versus 3.7% expected. Last month was 3.9%
Shelter +0.4% versus +0.6% last month
Shelter y/y +5.7% vs +6.0% prior
Services less rent of shelter +0.6% m/m vs +0.6% pri...
Headline measures:
CPI y/y +3.2% versus 3.1% expected
Prior y/y 3.1%
CPI m/m +0.4% versus +0.4% expected
Prior m/m 0.3%
Core measures:
Core CPI m/m +0.4% versus +0.3% expected. Last month 0.4%
Unrounded core was +0.358%
Core CPI y/y 3.8% versus 3.7% expected. Last month was 3.9%
Shelter +0.4% versus +0.6% last month
Shelter y/y +5.7% vs +6.0% prior
Services less rent of shelter +0.6% m/m vs +0.6% pri...
![US February core CPI 3.8% y/y versus 3.7% y/y expected](https://ussnsimg.moomoo.com/sns_client_feed/70040946/20240313/cffad34509ed45409e4857e6020d4740.jpg/thumb?area=100&is_public=true)
![US February core CPI 3.8% y/y versus 3.7% y/y expected](https://ussnsimg.moomoo.com/sns_client_feed/70040946/20240313/b383d91df062412e80cfdb9b0923a99c.png/thumb?area=100&is_public=true)
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Wall Street's Waning Influence
Sell-side ratings from Wall Street banks have increasingly been viewed as "useless" for investment guidance, a study by Trivariate Research reveals. Over the past 25 years, contrarian strategies, especially in the tech sector, have rewarded investors by going against the consensus of sell-side opinions. Adam Parker of Trivariate highlights the diminishing value of analyst recommendations, noting that price ta...
Sell-side ratings from Wall Street banks have increasingly been viewed as "useless" for investment guidance, a study by Trivariate Research reveals. Over the past 25 years, contrarian strategies, especially in the tech sector, have rewarded investors by going against the consensus of sell-side opinions. Adam Parker of Trivariate highlights the diminishing value of analyst recommendations, noting that price ta...
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💡 3/12
$SPDR 标普500指数ETF(SPY.US$
在间谍在接近开盘时拒绝了509/510的需求后,spy完美触及了508需求区域,它反弹但收于511.66以下。下班后现在有新的补给了
📈 大于 514.18 ➡️ 528c 3/22 可以工作
📉 低于 509.82 ➡️ 506p 3/13 可以使用
$SPDR 标普500指数ETF(SPY.US$
在间谍在接近开盘时拒绝了509/510的需求后,spy完美触及了508需求区域,它反弹但收于511.66以下。下班后现在有新的补给了
📈 大于 514.18 ➡️ 528c 3/22 可以工作
📉 低于 509.82 ➡️ 506p 3/13 可以使用
已翻译
1
February 2024 US employment data from the non-farm payrolls report
Prior +353K (revised to 229K)
Two-month net revision -167K vs +126K prior
Unemployment rate 3.9% vs 3.7% expected
Prior unemployment rate 3.7%
Participation rate 62.5% vs 62.5% prior
U6 underemployment rate 7.3% vs 7.2% prior
Average hourly earnings +0.1% m/m vs +0.3% expected
Prior avg hourly earnings +0.6% m/m (revised to +0.5%)
Average hourly earnings +4.3% y/y vs +4.4% expe...
Prior +353K (revised to 229K)
Two-month net revision -167K vs +126K prior
Unemployment rate 3.9% vs 3.7% expected
Prior unemployment rate 3.7%
Participation rate 62.5% vs 62.5% prior
U6 underemployment rate 7.3% vs 7.2% prior
Average hourly earnings +0.1% m/m vs +0.3% expected
Prior avg hourly earnings +0.6% m/m (revised to +0.5%)
Average hourly earnings +4.3% y/y vs +4.4% expe...
![US February non-farm payrolls +275K vs +200K expected](https://ussnsimg.moomoo.com/sns_client_feed/70040946/20240311/ce8f03fed78846dfafbf45ecc815ad1b.jpg/thumb?area=100&is_public=true)
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The S&P 500 is officially up 25%, adding 1,000 points, since its low in October 2023.
This has only happened 10 times dating back to 1930, according to Bank of America.
The last 3 times this happened?
August 2020, July 2009 and January 1999.
However, the Magnificent 7 are currently *only* up 149% since the run began in December 2022.
This percentage gain is lower than every "bubble" dating back to 1930 except for one.
History says the Magnificent 7 aren't done yet.
$标普500指数(.SPX.US$ $纳斯达克综合指数(.IXIC.US$ $道琼斯指数(.DJI.US$ $SPDR 标普500指数ETF(SPY.US$ $纳指100ETF-Invesco QQQ Trust(QQQ.US$
This has only happened 10 times dating back to 1930, according to Bank of America.
The last 3 times this happened?
August 2020, July 2009 and January 1999.
However, the Magnificent 7 are currently *only* up 149% since the run began in December 2022.
This percentage gain is lower than every "bubble" dating back to 1930 except for one.
History says the Magnificent 7 aren't done yet.
$标普500指数(.SPX.US$ $纳斯达克综合指数(.IXIC.US$ $道琼斯指数(.DJI.US$ $SPDR 标普500指数ETF(SPY.US$ $纳指100ETF-Invesco QQQ Trust(QQQ.US$
![图片](https://ussnsimg.moomoo.com/sns_client_feed/70040945/20240311/becc6d73062749359d1fa4840722ff2a.png/thumb?area=100&is_public=true)
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重要外卖
消费者价格指数数据对债券收益率上涨和股市高点至关重要。
由于日本央行政策转变的预期,日元走强。
在降息预期的背景下,垃圾债券市场蓬勃发展,但风险迫在眉睫。
消费者价格指数数据:市场情绪的关键
美国股市正处于创下新纪录的边缘,所有人的目光都集中在即将发布的消费者价格指数数据上。债券收益率上涨的时机已经成熟,前提是数据显示反通货膨胀的回归。最近的迹象...
消费者价格指数数据对债券收益率上涨和股市高点至关重要。
由于日本央行政策转变的预期,日元走强。
在降息预期的背景下,垃圾债券市场蓬勃发展,但风险迫在眉睫。
消费者价格指数数据:市场情绪的关键
美国股市正处于创下新纪录的边缘,所有人的目光都集中在即将发布的消费者价格指数数据上。债券收益率上涨的时机已经成熟,前提是数据显示反通货膨胀的回归。最近的迹象...
已翻译
4
Key Takeaway
Dow Jones dips 100 points, with NASDAQ and S&P 500 also trading lower, indicating a cautious market sentiment.
Materials sector outperforms with a 0.6% rise, while information technology shares drop by 0.9%.
Eltek Ltd. misses earnings expectations at 22 cents per share against estimates of 31 cents, highlighting potential concerns in the tech sector.
Market Dips Amid Inflation Anticipation
U.S. stocks experienced a downturn in ...
Dow Jones dips 100 points, with NASDAQ and S&P 500 also trading lower, indicating a cautious market sentiment.
Materials sector outperforms with a 0.6% rise, while information technology shares drop by 0.9%.
Eltek Ltd. misses earnings expectations at 22 cents per share against estimates of 31 cents, highlighting potential concerns in the tech sector.
Market Dips Amid Inflation Anticipation
U.S. stocks experienced a downturn in ...
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