美国市场大逆转，周期股反弹发生了什么？

华尔街见闻2021-06-22

周一，美国市场上演大逆转，美股在周期股的引领下大幅反弹，美债价格回落，长债收益率V型反弹，一举扭转了上周美联储意外“放鹰”以来的走势。美国三大股指自6月11日以来首次集体收涨，标普500收涨1.4%，创4月5日以来最大涨幅，道指收涨1.76%，创3月5日以来最大涨幅，纳指收涨0.79%。能源和金融等价值板块一扫上周以来的颓势，遥遥领先大盘，以价值股为主的小盘股指罗素2000高开高走，收涨...

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Jason001
2021-06-22
Jason001
?
Ryan Lau
2021-06-22
Ryan Lau
本週準備止盈
Bluez
2021-06-22
Bluez
行重磅出手！六大機構緊急發聲，虛擬貨幣遭致命重擊
进击的徐小伟
2021-06-22
进击的徐小伟
我剛止盈了$區域銀行指數ETF-SPDR KBW(KRE)$和$高盛(GS)$
远离中丐
2021-06-22
远离中丐
反彈來的夠快夠猛
LittleGuiLin
2021-06-22
LittleGuiLin
資本猛獸

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href=https://wallstreetcn.com/articles/3633477><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，美国市场上演大逆转，美股在周期股的引领下大幅反弹，美债价格回落，长债收益率V型反弹，一举扭转了上周美联储意外“放鹰”以来的走势。\n美国三大股指自6月11日以来首次集体收涨，标普500收涨1.4%，创4月5日以来最大涨幅，道指收涨1.76%，创3月5日以来最大涨幅，纳指收涨0.79%。\n能源和金融等价值板块一扫上周以来的颓势，遥遥领先大盘，以价值股为主的小盘股指罗素2000高开高走，收涨...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3633477\">Source 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Latham联席首席投资官Gregory Perdon表示：“事实上美联储尚未采取任何行动，华尔街喜欢爬上忧虑之墙（climb the wall of worry）。”\n瑞穗多资产策略主管Peter Chatwell认为，长期收益率下跌只有在美联储犯下政策失误、误伤经济的情况下才是合理的，但这与事实相去甚远，美联储只是试图阻止通胀预期脱离目标。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":120521618,"gmtCreate":1624328471234,"gmtModify":1703833626674,"author":{"id":"3586992742345237","authorId":"3586992742345237","name":"Jason001","avatar":"https://static.tigerbbs.com/d626b690870a11055bc7975ee05c4e36","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3586992742345237","idStr":"3586992742345237"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120521618","repostId":2145603471,"repostType":4,"repost":{"id":"2145603471","kind":"highlight","pubTimestamp":1624322277,"share":"https://ttm.financial/m/news/2145603471?lang=en_US&edition=fundamental","pubTime":"2021-06-22 08:37","market":"hk","language":"zh","title":"The U.S. market reversed, what happened to the rebound of cyclical stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145603471","media":"华尔街见闻","summary":"再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。","content":"<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>","source":"wallstreetcn_api","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>The U.S. market reversed, what happened to the rebound of cyclical stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. market reversed, what happened to the rebound of cyclical stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-22 08:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633477\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","IEI":"iShares Barclays 3-7 Year Trea","OEF":"标普100指数ETF-iShares","OEX":"标普100",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","DOG":"道指ETF-ProShares做空","PSQ":"做空纳斯达克100指数ETF-ProShares","GOVT":"iShares安硕核心美国国债ETF","QQQ":"纳指100ETF","TLT":"20+年以上美国国债ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IEF":"债券指数ETF-iShares Barclays 7-10年","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3633477","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145603471","content_text":"周一，美国市场上演大逆转，美股在周期股的引领下大幅反弹，美债价格回落，长债收益率V型反弹，一举扭转了上周美联储意外“放鹰”以来的走势。\n美国三大股指自6月11日以来首次集体收涨，标普500收涨1.4%，创4月5日以来最大涨幅，道指收涨1.76%，创3月5日以来最大涨幅，纳指收涨0.79%。\n能源和金融等价值板块一扫上周以来的颓势，遥遥领先大盘，以价值股为主的小盘股指罗素2000高开高走，收涨2.16%，几乎抹平上周五所有跌幅。而包括特斯拉和亚马逊在内的部分龙头科技股下跌拖累，纳指早盘曾下跌。伴随美股反弹，美元盘中转跌，跌离十周高位。到周一美股收盘时，美元指数处于91.90下方，日内跌0.4%。美债价格回落，10年和30年期美债收益率盘中反弹，走出四个月低谷，上周五飙升的2年期美债收益率暂时告别一年高位。\n其中，30年期美债收益率V形反弹，亚市早盘曾跌破2.00%至1.929%，连续三个交易日创四个月新低，欧股盘中转升，美股收盘时略高于2.10%，较日内低位升逾10个基点。上周议息会议上，美联储明显上调了今年的通胀预期，虽然重申通胀上升主要来自暂时的因素，但释放了两年后、即2023年有可能加息不止一次的信号。\n这番“鹰派”信号使投资者担心，美联储将迅速收紧货币政策，从而破坏经济复苏的进程，于是再通胀交易迅速降温，美股投资者重回成长股怀抱，而价值股遭到抛售。美债一度暴跌，收益率快速上行，但这一走势仅维持了一天不到，上周四美债强势转涨，尤其是长端收益率大幅下行。\n而周一市场的再度反转，再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。\n据英国《金融时报》援引私人银行Arbuthnot Latham联席首席投资官Gregory Perdon表示：“事实上美联储尚未采取任何行动，华尔街喜欢爬上忧虑之墙（climb the wall of worry）。”\n瑞穗多资产策略主管Peter Chatwell认为，长期收益率下跌只有在美联储犯下政策失误、误伤经济的情况下才是合理的，但这与事实相去甚远，美联储只是试图阻止通胀预期脱离目标。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ZFmain":0.9,"IVV":0.9,"SH":0.9,"SQQQ":0.9,"QID":0.9,"UDOW":0.9,"NQmain":0.9,"SPY":0.9,"SHY":0.9,"GOVT":0.9,"OEX":0.9,"IEI":0.9,"ZNmain":0.9,"UBmain":0.9,"OEF":0.9,"TLT":0.9,".IXIC":0.9,"DOG":0.9,"IEF":0.9,".DJI":0.9,"PSQ":0.9,"ZBmain":0.9,"SSO":0.9,"ZTmain":0.9,"ESmain":0.9,"SDOW":0.9,"DDM":0.9,"DJX":0.9,"TNmain":0.9,"QQQ":0.9,"MNQmain":0.9,"SPXU":0.9,"DXD":0.9,"QLD":0.9,"UPRO":0.9,"SDS":0.9,"TQQQ":0.9,".SPX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":120587548,"gmtCreate":1624328035084,"gmtModify":1703833607715,"author":{"id":"3581557349980222","authorId":"3581557349980222","name":"Ryan Lau","avatar":"https://static.tigerbbs.com/26e31c8a1ae031b5f4299991fffdd5b6","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3581557349980222","idStr":"3581557349980222"},"htmlText":"本週準備止盈","listText":"本週準備止盈","text":"本週準備止盈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120587548","repostId":2145603471,"repostType":4,"repost":{"id":"2145603471","kind":"highlight","pubTimestamp":1624322277,"share":"https://ttm.financial/m/news/2145603471?lang=en_US&edition=fundamental","pubTime":"2021-06-22 08:37","market":"hk","language":"zh","title":"The U.S. market reversed, what happened to the rebound of cyclical stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145603471","media":"华尔街见闻","summary":"再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。","content":"<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>","source":"wallstreetcn_api","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>The U.S. market reversed, what happened to the rebound of cyclical stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. market reversed, what happened to the rebound of cyclical stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-22 08:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633477\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","IEI":"iShares Barclays 3-7 Year Trea","OEF":"标普100指数ETF-iShares","OEX":"标普100",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","DOG":"道指ETF-ProShares做空","PSQ":"做空纳斯达克100指数ETF-ProShares","GOVT":"iShares安硕核心美国国债ETF","QQQ":"纳指100ETF","TLT":"20+年以上美国国债ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IEF":"债券指数ETF-iShares Barclays 7-10年","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3633477","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145603471","content_text":"周一，美国市场上演大逆转，美股在周期股的引领下大幅反弹，美债价格回落，长债收益率V型反弹，一举扭转了上周美联储意外“放鹰”以来的走势。\n美国三大股指自6月11日以来首次集体收涨，标普500收涨1.4%，创4月5日以来最大涨幅，道指收涨1.76%，创3月5日以来最大涨幅，纳指收涨0.79%。\n能源和金融等价值板块一扫上周以来的颓势，遥遥领先大盘，以价值股为主的小盘股指罗素2000高开高走，收涨2.16%，几乎抹平上周五所有跌幅。而包括特斯拉和亚马逊在内的部分龙头科技股下跌拖累，纳指早盘曾下跌。伴随美股反弹，美元盘中转跌，跌离十周高位。到周一美股收盘时，美元指数处于91.90下方，日内跌0.4%。美债价格回落，10年和30年期美债收益率盘中反弹，走出四个月低谷，上周五飙升的2年期美债收益率暂时告别一年高位。\n其中，30年期美债收益率V形反弹，亚市早盘曾跌破2.00%至1.929%，连续三个交易日创四个月新低，欧股盘中转升，美股收盘时略高于2.10%，较日内低位升逾10个基点。上周议息会议上，美联储明显上调了今年的通胀预期，虽然重申通胀上升主要来自暂时的因素，但释放了两年后、即2023年有可能加息不止一次的信号。\n这番“鹰派”信号使投资者担心，美联储将迅速收紧货币政策，从而破坏经济复苏的进程，于是再通胀交易迅速降温，美股投资者重回成长股怀抱，而价值股遭到抛售。美债一度暴跌，收益率快速上行，但这一走势仅维持了一天不到，上周四美债强势转涨，尤其是长端收益率大幅下行。\n而周一市场的再度反转，再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。\n据英国《金融时报》援引私人银行Arbuthnot Latham联席首席投资官Gregory Perdon表示：“事实上美联储尚未采取任何行动，华尔街喜欢爬上忧虑之墙（climb the wall of worry）。”\n瑞穗多资产策略主管Peter Chatwell认为，长期收益率下跌只有在美联储犯下政策失误、误伤经济的情况下才是合理的，但这与事实相去甚远，美联储只是试图阻止通胀预期脱离目标。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ZFmain":0.9,"IVV":0.9,"SH":0.9,"SQQQ":0.9,"QID":0.9,"UDOW":0.9,"NQmain":0.9,"SPY":0.9,"SHY":0.9,"GOVT":0.9,"OEX":0.9,"IEI":0.9,"ZNmain":0.9,"UBmain":0.9,"OEF":0.9,"TLT":0.9,".IXIC":0.9,"DOG":0.9,"IEF":0.9,".DJI":0.9,"PSQ":0.9,"ZBmain":0.9,"SSO":0.9,"ZTmain":0.9,"ESmain":0.9,"SDOW":0.9,"DDM":0.9,"DJX":0.9,"TNmain":0.9,"QQQ":0.9,"MNQmain":0.9,"SPXU":0.9,"DXD":0.9,"QLD":0.9,"UPRO":0.9,"SDS":0.9,"TQQQ":0.9,".SPX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":120588941,"gmtCreate":1624327835483,"gmtModify":1703833598791,"author":{"id":"3585481693131980","authorId":"3585481693131980","name":"Bluez","avatar":"https://static.tigerbbs.com/e319262691b62ffc43be5e2d506ecdc7","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3585481693131980","idStr":"3585481693131980"},"htmlText":"行重磅出手！六大機構緊急發聲，虛擬貨幣遭致命重擊","listText":"行重磅出手！六大機構緊急發聲，虛擬貨幣遭致命重擊","text":"行重磅出手！六大機構緊急發聲，虛擬貨幣遭致命重擊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120588941","repostId":2145603471,"repostType":4,"repost":{"id":"2145603471","kind":"highlight","pubTimestamp":1624322277,"share":"https://ttm.financial/m/news/2145603471?lang=en_US&edition=fundamental","pubTime":"2021-06-22 08:37","market":"hk","language":"zh","title":"The U.S. market reversed, what happened to the rebound of cyclical stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145603471","media":"华尔街见闻","summary":"再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。","content":"<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>","source":"wallstreetcn_api","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>The U.S. market reversed, what happened to the rebound of cyclical stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. market reversed, what happened to the rebound of cyclical stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-22 08:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633477\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","IEI":"iShares Barclays 3-7 Year Trea","OEF":"标普100指数ETF-iShares","OEX":"标普100",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","DOG":"道指ETF-ProShares做空","PSQ":"做空纳斯达克100指数ETF-ProShares","GOVT":"iShares安硕核心美国国债ETF","QQQ":"纳指100ETF","TLT":"20+年以上美国国债ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IEF":"债券指数ETF-iShares Barclays 7-10年","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3633477","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145603471","content_text":"周一，美国市场上演大逆转，美股在周期股的引领下大幅反弹，美债价格回落，长债收益率V型反弹，一举扭转了上周美联储意外“放鹰”以来的走势。\n美国三大股指自6月11日以来首次集体收涨，标普500收涨1.4%，创4月5日以来最大涨幅，道指收涨1.76%，创3月5日以来最大涨幅，纳指收涨0.79%。\n能源和金融等价值板块一扫上周以来的颓势，遥遥领先大盘，以价值股为主的小盘股指罗素2000高开高走，收涨2.16%，几乎抹平上周五所有跌幅。而包括特斯拉和亚马逊在内的部分龙头科技股下跌拖累，纳指早盘曾下跌。伴随美股反弹，美元盘中转跌，跌离十周高位。到周一美股收盘时，美元指数处于91.90下方，日内跌0.4%。美债价格回落，10年和30年期美债收益率盘中反弹，走出四个月低谷，上周五飙升的2年期美债收益率暂时告别一年高位。\n其中，30年期美债收益率V形反弹，亚市早盘曾跌破2.00%至1.929%，连续三个交易日创四个月新低，欧股盘中转升，美股收盘时略高于2.10%，较日内低位升逾10个基点。上周议息会议上，美联储明显上调了今年的通胀预期，虽然重申通胀上升主要来自暂时的因素，但释放了两年后、即2023年有可能加息不止一次的信号。\n这番“鹰派”信号使投资者担心，美联储将迅速收紧货币政策，从而破坏经济复苏的进程，于是再通胀交易迅速降温，美股投资者重回成长股怀抱，而价值股遭到抛售。美债一度暴跌，收益率快速上行，但这一走势仅维持了一天不到，上周四美债强势转涨，尤其是长端收益率大幅下行。\n而周一市场的再度反转，再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。\n据英国《金融时报》援引私人银行Arbuthnot Latham联席首席投资官Gregory Perdon表示：“事实上美联储尚未采取任何行动，华尔街喜欢爬上忧虑之墙（climb the wall of worry）。”\n瑞穗多资产策略主管Peter Chatwell认为，长期收益率下跌只有在美联储犯下政策失误、误伤经济的情况下才是合理的，但这与事实相去甚远，美联储只是试图阻止通胀预期脱离目标。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ZFmain":0.9,"IVV":0.9,"SH":0.9,"SQQQ":0.9,"QID":0.9,"UDOW":0.9,"NQmain":0.9,"SPY":0.9,"SHY":0.9,"GOVT":0.9,"OEX":0.9,"IEI":0.9,"ZNmain":0.9,"UBmain":0.9,"OEF":0.9,"TLT":0.9,".IXIC":0.9,"DOG":0.9,"IEF":0.9,".DJI":0.9,"PSQ":0.9,"ZBmain":0.9,"SSO":0.9,"ZTmain":0.9,"ESmain":0.9,"SDOW":0.9,"DDM":0.9,"DJX":0.9,"TNmain":0.9,"QQQ":0.9,"MNQmain":0.9,"SPXU":0.9,"DXD":0.9,"QLD":0.9,"UPRO":0.9,"SDS":0.9,"TQQQ":0.9,".SPX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":120256231,"gmtCreate":1624325641723,"gmtModify":1703833505581,"author":{"id":"3561850660076010","authorId":"3561850660076010","name":"进击的徐小伟","avatar":"https://static.tigerbbs.com/0f022be559c389a4135ab4eb456224be","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3561850660076010","idStr":"3561850660076010"},"htmlText":"我剛止盈了<a href=\"https://laohu8.com/S/KRE\">$區域銀行指數ETF-SPDR KBW(KRE)$</a>和<a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a>","listText":"我剛止盈了<a href=\"https://laohu8.com/S/KRE\">$區域銀行指數ETF-SPDR KBW(KRE)$</a>和<a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a>","text":"我剛止盈了$區域銀行指數ETF-SPDR KBW(KRE)$和$高盛(GS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120256231","repostId":2145603471,"repostType":4,"repost":{"id":"2145603471","kind":"highlight","pubTimestamp":1624322277,"share":"https://ttm.financial/m/news/2145603471?lang=en_US&edition=fundamental","pubTime":"2021-06-22 08:37","market":"hk","language":"zh","title":"The U.S. market reversed, what happened to the rebound of cyclical stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145603471","media":"华尔街见闻","summary":"再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。","content":"<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>","source":"wallstreetcn_api","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>The U.S. market reversed, what happened to the rebound of cyclical stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. market reversed, what happened to the rebound of cyclical stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-22 08:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633477\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","IEI":"iShares Barclays 3-7 Year Trea","OEF":"标普100指数ETF-iShares","OEX":"标普100",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","DOG":"道指ETF-ProShares做空","PSQ":"做空纳斯达克100指数ETF-ProShares","GOVT":"iShares安硕核心美国国债ETF","QQQ":"纳指100ETF","TLT":"20+年以上美国国债ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IEF":"债券指数ETF-iShares Barclays 7-10年","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3633477","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145603471","content_text":"周一，美国市场上演大逆转，美股在周期股的引领下大幅反弹，美债价格回落，长债收益率V型反弹，一举扭转了上周美联储意外“放鹰”以来的走势。\n美国三大股指自6月11日以来首次集体收涨，标普500收涨1.4%，创4月5日以来最大涨幅，道指收涨1.76%，创3月5日以来最大涨幅，纳指收涨0.79%。\n能源和金融等价值板块一扫上周以来的颓势，遥遥领先大盘，以价值股为主的小盘股指罗素2000高开高走，收涨2.16%，几乎抹平上周五所有跌幅。而包括特斯拉和亚马逊在内的部分龙头科技股下跌拖累，纳指早盘曾下跌。伴随美股反弹，美元盘中转跌，跌离十周高位。到周一美股收盘时，美元指数处于91.90下方，日内跌0.4%。美债价格回落，10年和30年期美债收益率盘中反弹，走出四个月低谷，上周五飙升的2年期美债收益率暂时告别一年高位。\n其中，30年期美债收益率V形反弹，亚市早盘曾跌破2.00%至1.929%，连续三个交易日创四个月新低，欧股盘中转升，美股收盘时略高于2.10%，较日内低位升逾10个基点。上周议息会议上，美联储明显上调了今年的通胀预期，虽然重申通胀上升主要来自暂时的因素，但释放了两年后、即2023年有可能加息不止一次的信号。\n这番“鹰派”信号使投资者担心，美联储将迅速收紧货币政策，从而破坏经济复苏的进程，于是再通胀交易迅速降温，美股投资者重回成长股怀抱，而价值股遭到抛售。美债一度暴跌，收益率快速上行，但这一走势仅维持了一天不到，上周四美债强势转涨，尤其是长端收益率大幅下行。\n而周一市场的再度反转，再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。\n据英国《金融时报》援引私人银行Arbuthnot Latham联席首席投资官Gregory Perdon表示：“事实上美联储尚未采取任何行动，华尔街喜欢爬上忧虑之墙（climb the wall of worry）。”\n瑞穗多资产策略主管Peter Chatwell认为，长期收益率下跌只有在美联储犯下政策失误、误伤经济的情况下才是合理的，但这与事实相去甚远，美联储只是试图阻止通胀预期脱离目标。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ZFmain":0.9,"IVV":0.9,"SH":0.9,"SQQQ":0.9,"QID":0.9,"UDOW":0.9,"NQmain":0.9,"SPY":0.9,"SHY":0.9,"GOVT":0.9,"OEX":0.9,"IEI":0.9,"ZNmain":0.9,"UBmain":0.9,"OEF":0.9,"TLT":0.9,".IXIC":0.9,"DOG":0.9,"IEF":0.9,".DJI":0.9,"PSQ":0.9,"ZBmain":0.9,"SSO":0.9,"ZTmain":0.9,"ESmain":0.9,"SDOW":0.9,"DDM":0.9,"DJX":0.9,"TNmain":0.9,"QQQ":0.9,"MNQmain":0.9,"SPXU":0.9,"DXD":0.9,"QLD":0.9,"UPRO":0.9,"SDS":0.9,"TQQQ":0.9,".SPX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":120226035,"gmtCreate":1624325344627,"gmtModify":1703833490327,"author":{"id":"3578823424287855","authorId":"3578823424287855","name":"远离中丐","avatar":"https://static.tigerbbs.com/8cfb2615fe8174859eb60c4077226ed9","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3578823424287855","idStr":"3578823424287855"},"htmlText":"反彈來的夠快夠猛","listText":"反彈來的夠快夠猛","text":"反彈來的夠快夠猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120226035","repostId":2145603471,"repostType":4,"repost":{"id":"2145603471","kind":"highlight","pubTimestamp":1624322277,"share":"https://ttm.financial/m/news/2145603471?lang=en_US&edition=fundamental","pubTime":"2021-06-22 08:37","market":"hk","language":"zh","title":"The U.S. market reversed, what happened to the rebound of cyclical stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145603471","media":"华尔街见闻","summary":"再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。","content":"<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>","source":"wallstreetcn_api","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>The U.S. market reversed, what happened to the rebound of cyclical stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. market reversed, what happened to the rebound of cyclical stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-22 08:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633477\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","IEI":"iShares Barclays 3-7 Year Trea","OEF":"标普100指数ETF-iShares","OEX":"标普100",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","DOG":"道指ETF-ProShares做空","PSQ":"做空纳斯达克100指数ETF-ProShares","GOVT":"iShares安硕核心美国国债ETF","QQQ":"纳指100ETF","TLT":"20+年以上美国国债ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IEF":"债券指数ETF-iShares Barclays 7-10年","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3633477","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145603471","content_text":"周一，美国市场上演大逆转，美股在周期股的引领下大幅反弹，美债价格回落，长债收益率V型反弹，一举扭转了上周美联储意外“放鹰”以来的走势。\n美国三大股指自6月11日以来首次集体收涨，标普500收涨1.4%，创4月5日以来最大涨幅，道指收涨1.76%，创3月5日以来最大涨幅，纳指收涨0.79%。\n能源和金融等价值板块一扫上周以来的颓势，遥遥领先大盘，以价值股为主的小盘股指罗素2000高开高走，收涨2.16%，几乎抹平上周五所有跌幅。而包括特斯拉和亚马逊在内的部分龙头科技股下跌拖累，纳指早盘曾下跌。伴随美股反弹，美元盘中转跌，跌离十周高位。到周一美股收盘时，美元指数处于91.90下方，日内跌0.4%。美债价格回落，10年和30年期美债收益率盘中反弹，走出四个月低谷，上周五飙升的2年期美债收益率暂时告别一年高位。\n其中，30年期美债收益率V形反弹，亚市早盘曾跌破2.00%至1.929%，连续三个交易日创四个月新低，欧股盘中转升，美股收盘时略高于2.10%，较日内低位升逾10个基点。上周议息会议上，美联储明显上调了今年的通胀预期，虽然重申通胀上升主要来自暂时的因素，但释放了两年后、即2023年有可能加息不止一次的信号。\n这番“鹰派”信号使投资者担心，美联储将迅速收紧货币政策，从而破坏经济复苏的进程，于是再通胀交易迅速降温，美股投资者重回成长股怀抱，而价值股遭到抛售。美债一度暴跌，收益率快速上行，但这一走势仅维持了一天不到，上周四美债强势转涨，尤其是长端收益率大幅下行。\n而周一市场的再度反转，再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。\n据英国《金融时报》援引私人银行Arbuthnot Latham联席首席投资官Gregory Perdon表示：“事实上美联储尚未采取任何行动，华尔街喜欢爬上忧虑之墙（climb the wall of worry）。”\n瑞穗多资产策略主管Peter Chatwell认为，长期收益率下跌只有在美联储犯下政策失误、误伤经济的情况下才是合理的，但这与事实相去甚远，美联储只是试图阻止通胀预期脱离目标。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ZFmain":0.9,"IVV":0.9,"SH":0.9,"SQQQ":0.9,"QID":0.9,"UDOW":0.9,"NQmain":0.9,"SPY":0.9,"SHY":0.9,"GOVT":0.9,"OEX":0.9,"IEI":0.9,"ZNmain":0.9,"UBmain":0.9,"OEF":0.9,"TLT":0.9,".IXIC":0.9,"DOG":0.9,"IEF":0.9,".DJI":0.9,"PSQ":0.9,"ZBmain":0.9,"SSO":0.9,"ZTmain":0.9,"ESmain":0.9,"SDOW":0.9,"DDM":0.9,"DJX":0.9,"TNmain":0.9,"QQQ":0.9,"MNQmain":0.9,"SPXU":0.9,"DXD":0.9,"QLD":0.9,"UPRO":0.9,"SDS":0.9,"TQQQ":0.9,".SPX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":120297932,"gmtCreate":1624323948426,"gmtModify":1703833427233,"author":{"id":"3575540187585339","authorId":"3575540187585339","name":"LittleGuiLin","avatar":"https://static.tigerbbs.com/a8ea4a9904bb4298320579358e26ac9b","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3575540187585339","idStr":"3575540187585339"},"htmlText":"資本猛獸","listText":"資本猛獸","text":"資本猛獸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120297932","repostId":2145603471,"repostType":4,"repost":{"id":"2145603471","kind":"highlight","pubTimestamp":1624322277,"share":"https://ttm.financial/m/news/2145603471?lang=en_US&edition=fundamental","pubTime":"2021-06-22 08:37","market":"hk","language":"zh","title":"The U.S. market reversed, what happened to the rebound of cyclical stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145603471","media":"华尔街见闻","summary":"再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。","content":"<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>","source":"wallstreetcn_api","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>The U.S. market reversed, what happened to the rebound of cyclical stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. market reversed, what happened to the rebound of cyclical stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-22 08:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Monday, the U.S. market staged a major reversal. U.S. stocks rebounded sharply under the leadership of cyclical stocks. U.S. bond prices fell, and long-term bond yields rebounded in a V-shape, reversing the trend since the Federal Reserve unexpectedly \"hawked\" last week.</p><p>The three major U.S. stock indexes collectively closed up for the first time since June 11. The S&P 500 closed up 1.4%, the largest increase since April 5. The Dow closed up 1.76%, the largest increase since March 5. The Nasdaq closed up 0.79%.</p><p>Value sectors such as energy and finance swept away the decline since last week and were far ahead of the broader market. The Russell 2000, a small-cap stock index dominated by value stocks, opened higher and closed up 2.16%, almost smoothing out all the losses last Friday. Including<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>And<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Nasdaq fell in early trading, dragged down by the decline of some leading technology stocks.<img src=\"https://static.tigerbbs.com/cd51db19b0ddcc98b5f136359117e77e\" tg-width=\"1156\" tg-height=\"802\" referrerpolicy=\"no-referrer\">As U.S. stocks rebounded, the U.S. dollar turned lower during the session, falling off a ten-week high. By the close of U.S. stocks on Monday, the US Dollar Index was below 91.90, down 0.4% on the day.<img src=\"https://static.tigerbbs.com/ef0355bb70ecdc230691dc9aeee74dfe\" tg-width=\"948\" tg-height=\"517\" referrerpolicy=\"no-referrer\">U.S. bond prices fell, with 10-year and 30-year U.S. bond yields rebounding intraday, out of a four-month low. The 2-year U.S. bond yield, which soared last Friday, temporarily bid farewell to a one-year high.</p><p>Among them, the 30-year U.S. bond yield rebounded in a V-shape. The Asian market fell below 2.00% to 1.929% in early trading, hitting a four-month low for three consecutive trading days. European stocks turned higher during the session, and U.S. stocks closed slightly above 2.10%.%, up more than 10 basis points from the intraday low.<img src=\"https://static.tigerbbs.com/7172ee6483bcbad05501168717bb2643\" tg-width=\"948\" tg-height=\"515\" referrerpolicy=\"no-referrer\">At last week's interest rate meeting, the Federal Reserve significantly raised its inflation forecast for this year. Although it reiterated that the rise in inflation mainly comes from temporary factors, it released a signal that there may be more than one rate hike two years later, that is, in 2023.</p><p>This \"hawkish\" signal made investors worry that the Federal Reserve would quickly tighten monetary policy, thereby undermining the process of economic recovery. As a result, reflation trading quickly cooled down, and U.S. stock investors returned to growth stocks, while value stocks were sold off. U.S. bonds once plummeted, and yields rose rapidly, but this trend only lasted for less than a day. Last Thursday, U.S. bonds turned strongly higher, especially long-term yields fell sharply.</p><p>On Monday, the market reversed again and reflation trading regained favor, which may mean that investors have digested the Fed's tightening signal and revised their previously too pessimistic expectations.</p><p>As quoted by the Financial Times<a href=\"https://laohu8.com/S/PVTB\">Private Banking</a>Gregory Perdon, co-chief investment officer of Arbuthnot Latham, said: \"The fact that the Fed hasn't done anything yet, Wall Street likes to climb the wall of worry.\"</p><p>Peter Chatwell, head of multi-asset strategy at Mizuho, believes that the decline in long-term yields is only reasonable if the Fed makes policy mistakes and accidentally hurts the economy, but this is far from the truth. The Fed is only trying to prevent inflation expectations from deviating from the target.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633477\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","IEI":"iShares Barclays 3-7 Year Trea","OEF":"标普100指数ETF-iShares","OEX":"标普100",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","DOG":"道指ETF-ProShares做空","PSQ":"做空纳斯达克100指数ETF-ProShares","GOVT":"iShares安硕核心美国国债ETF","QQQ":"纳指100ETF","TLT":"20+年以上美国国债ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IEF":"债券指数ETF-iShares Barclays 7-10年","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3633477","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145603471","content_text":"周一，美国市场上演大逆转，美股在周期股的引领下大幅反弹，美债价格回落，长债收益率V型反弹，一举扭转了上周美联储意外“放鹰”以来的走势。\n美国三大股指自6月11日以来首次集体收涨，标普500收涨1.4%，创4月5日以来最大涨幅，道指收涨1.76%，创3月5日以来最大涨幅，纳指收涨0.79%。\n能源和金融等价值板块一扫上周以来的颓势，遥遥领先大盘，以价值股为主的小盘股指罗素2000高开高走，收涨2.16%，几乎抹平上周五所有跌幅。而包括特斯拉和亚马逊在内的部分龙头科技股下跌拖累，纳指早盘曾下跌。伴随美股反弹，美元盘中转跌，跌离十周高位。到周一美股收盘时，美元指数处于91.90下方，日内跌0.4%。美债价格回落，10年和30年期美债收益率盘中反弹，走出四个月低谷，上周五飙升的2年期美债收益率暂时告别一年高位。\n其中，30年期美债收益率V形反弹，亚市早盘曾跌破2.00%至1.929%，连续三个交易日创四个月新低，欧股盘中转升，美股收盘时略高于2.10%，较日内低位升逾10个基点。上周议息会议上，美联储明显上调了今年的通胀预期，虽然重申通胀上升主要来自暂时的因素，但释放了两年后、即2023年有可能加息不止一次的信号。\n这番“鹰派”信号使投资者担心，美联储将迅速收紧货币政策，从而破坏经济复苏的进程，于是再通胀交易迅速降温，美股投资者重回成长股怀抱，而价值股遭到抛售。美债一度暴跌，收益率快速上行，但这一走势仅维持了一天不到，上周四美债强势转涨，尤其是长端收益率大幅下行。\n而周一市场的再度反转，再通胀交易重获青睐，或许意味着投资者已经消化了美联储的紧缩信号，并且对此前过于悲观的预期进行了修正。\n据英国《金融时报》援引私人银行Arbuthnot Latham联席首席投资官Gregory Perdon表示：“事实上美联储尚未采取任何行动，华尔街喜欢爬上忧虑之墙（climb the wall of worry）。”\n瑞穗多资产策略主管Peter Chatwell认为，长期收益率下跌只有在美联储犯下政策失误、误伤经济的情况下才是合理的，但这与事实相去甚远，美联储只是试图阻止通胀预期脱离目标。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ZFmain":0.9,"IVV":0.9,"SH":0.9,"SQQQ":0.9,"QID":0.9,"UDOW":0.9,"NQmain":0.9,"SPY":0.9,"SHY":0.9,"GOVT":0.9,"OEX":0.9,"IEI":0.9,"ZNmain":0.9,"UBmain":0.9,"OEF":0.9,"TLT":0.9,".IXIC":0.9,"DOG":0.9,"IEF":0.9,".DJI":0.9,"PSQ":0.9,"ZBmain":0.9,"SSO":0.9,"ZTmain":0.9,"ESmain":0.9,"SDOW":0.9,"DDM":0.9,"DJX":0.9,"TNmain":0.9,"QQQ":0.9,"MNQmain":0.9,"SPXU":0.9,"DXD":0.9,"QLD":0.9,"UPRO":0.9,"SDS":0.9,"TQQQ":0.9,".SPX":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":23,"commentSize":8,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2145603471","isCrawlerRequest":true}