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2021-08-05

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Securities Times: The game industry should moderately align with the traditional industry in terms of taxation

2021-07-22

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2021-07-16

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Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks

2021-07-14

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2021-07-10

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Opinions on tapering QE are divided, what is the Fed hesitating about?

2021-06-30

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2021-04-14

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2021-04-07

Ali！

Bargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the "female version of Buffett" adds to Baidu

2021-02-08

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Besides protecting teenagers and doing a good job in game content, they can also give back to the society in terms of taxation. At the beginning, in order to encourage the development of information industry, the government had preferential tax policies for software industry, and some local governments gave subsidies. When these software industries have developed, there is no need for the government to continue to give industrial support, and the tax revenue should be equal to other industries. The game industry should be psychologically prepared. Author of this article: Yu Shengliang, Source: Securities Times, original title: \"Jointly maintain the healthy development of the game industry\" As a leisure form of cultural entertainment, games can be used in China...</p><p><a href=\"https://wallstreetcn.com/articles/3637156\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637156\">证券时报网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6293418aaa188f49eeedbed2477b7c32","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3637156","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157100237","content_text":"游戏企业应承担更多的社会责任，除了保护青少年，做好游戏内容外，还可以在税收上回馈社会。当初政府为了鼓励信息产业发展，有软件产业税收优惠政策，还有一些地方政府给予补贴。当这些软件产业已发展起来，政府就没有必要再继续给予产业扶持，税收方面应该和其他产业持平。游戏产业应该做好心理准备。\n\n本文作者：余胜良，来源：证券时报，原文标题：《共同维护游戏产业健康发展》\n游戏作为文化娱乐的一种休闲方式，能在中国发展成数千亿元的大产业，是我国长期鼓励新兴产业发展壮大的硕果，当然也有美中不足之处，要在行业发展中保护好青少年，在游戏设置上防止过度花钱，过度沉迷。另外，游戏行业作为软件服务业享受税收优惠，也受到诟病，在税收上游戏行业也应该向传统行业适度看齐。\n游戏行业作为一个从业者多、用户多，牵涉面广的产业，一举一动广受关注，它有负面非常正常，就像发电也有污染环境的负面一样。但是，对游戏产业要看到它主要的一面。游戏产业已成为不少国民不可或缺的放松方式，这些人的权益也要尊重。有大量成年人经过一天劳动，在网络游戏中得到放松，效果和观看影视剧相声等娱乐节目类似，而且消费成本更低。网络游戏虽然是虚拟，但已走入现实，还衍生出游戏文化，这个产业还会继续发展壮大。应该看到，游戏是人的一种本性，从孩童时期开始人类就在做各种游戏，日常生活中就有很多游戏环节，优秀的游戏还可以锻炼头脑。\n中国的游戏公司本来是后发者，经过这些年的发展，现在一些中国的头部游戏公司有了全球影响力，如果保持目前的发展势头，有可能建立全球优势地位，成为中国文化影响力输出的一部分，增强海外消费者对中国的认可，这会增强中国软实力。\n当然，应该鼓励的是优质健康的游戏内容，这一方面政府已通过刊号的方式管理甚严。舆论不满的主要是青少年沉迷网络游戏。青少年除了读书之外，总得有消遣，消遣的对象可以是小说，可以是电视剧，也可以是网络游戏。政府可以立法限制一定年龄段的消费者登陆网游，做好消费者分层。这些都是正在做的事情。\n游戏企业也应承担更多的社会责任，除了保护青少年，做好游戏内容外，还可以在税收上回馈社会。\n游戏产业现在已发展壮大，当初政府为了鼓励信息产业发展，有软件产业税收优惠政策，还有一些地方政府给予补贴，这也是软件企业净利润率高的重要原因，远非硬件企业所能比。当这些软件产业已发展起来，具有相对优势时，政府就没有必要再继续给予产业扶持，将资金用在民生急需方面，税收方面应该和其他产业持平。对此，游戏产业应该做好心理准备。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176717539,"gmtCreate":1626915955821,"gmtModify":1703480466138,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/176717539","repostId":"2153396623","repostType":4,"isVote":1,"tweetType":1,"viewCount":3609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170305624,"gmtCreate":1626402467368,"gmtModify":1703759470041,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170305624","repostId":"2151575910","repostType":4,"repost":{"id":"2151575910","kind":"highlight","pubTimestamp":1626384989,"share":"https://ttm.financial/m/news/2151575910?lang=en_US&edition=fundamental","pubTime":"2021-07-16 05:36","market":"fut","language":"zh","title":"Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2151575910","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对","content":"<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Powell was once again questioned about inflation, saying the Fed is paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprise risks if it ignores hot inflation</b><b>3. Central bank digital currencies may compete with cryptocurrencies. Bitcoin accelerates its decline amid such concerns</b><b>4. U.S. residential sales decline, buyers' competition leads to scarce market stock</b><b>5. Fed Evans: More progress needs to be made on employment before tapering</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell asked again about inflation, saying Fed is watching risks</b></p><p>Fed Chairman Jerome Powell defended the stance of keeping policy accommodative for the second day in a row, despite inflation reaching troubling levels.</p><p>He told the Senate Banking Committee on Thursday: \"This shock that the system has experienced is related to the restart of the economy and has pushed the inflation rate well above 2%, and of course we are uneasy about this.\"</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is closely observing whether its expectations of temporarily high inflation are correct and whether inflation may last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said that the price surge so far has largely been in limited segments such as used cars, reiterating that he expects these increases to be temporary.</p><p>\"This is temporary, and from this perspective, it doesn't make sense to react to it,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed will face the risk of policy mistakes or market surprises if it ignores hot inflation</b></p><p>El-Erian, chief economic adviser of Allianz, published a column saying that it is a serious fact that both CPI and PPI in the United States have risen. It shows that the inflation rate that actually happens is being accompanied by additional inflation rates in the making. This goes against the Fed's repeated view that inflation is transitory, especially as the base effect has largely faded out.</p><p>A big event this week was Fed Chairman Jerome Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed's expectations and has lasted longer. When it comes to policy implications, however, he immediately reverts to the oft-repeated \"temporary\" mantra in favor of unchanged policy stance. John Williams, president of the Federal Reserve Bank of new york, delivered a similar message on Monday, confirming that two of the three most influential Fed officials--who are also the policymakers that the market is most concerned about--still prefer to maintain ultra-stimulating policies, despite the repeated underestimation of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy mistakes. And the longer the economy-policy disconnect lasts, the more risk-taking behaviors in the market will be, and the greater the risk of unexpected.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates its decline amid such concerns</b></p><p>The outlook for cryptocurrencies and central bank digital currencies (CBDCs) has once again become the focus of attention. Federal Reserve Chairman Jerome Powell emphasized at a hearing this week that it needs to be done the right way. At the same time, the European Central Bank has taken a major step towards digital currency, approving the digital euro project to enter the \"investigation phase\", which may eventually lead to the implementation of the digital euro around the middle of 2021-2030.</p><p>\"With the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of digital currencies, investors realize that there is a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot of things, and digital assets may lose some of their shine due to their instability.\"</p><p>The prospect of central banks developing digital currencies may put pressure on cryptocurrencies, a view shared by others. Susannah Streeter, senior investment and market analyst at Hargreaves Lansdown, said: \"The loss of cryptocurrency edge comes amid growing speculation about the impact of digital currency rollout by various central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. residential sales fall, buyer scramble leads to scarce market stock</b></p><p>In the most competitive real estate market in U.S. history, sales are beginning to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>Seasonally adjusted data showed that the transaction volume of real estate in the United States fell by 1.2% month-on-month in June, the largest monthly decline in the same period since records began in 2012. Inventory has reached the lowest level in history, and it is sold within 14 days of listing on average, which is the fastest speed ever.</p><p>Remote work, coupled with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price in June rose 25% from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond the reach of many buyers.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Evans: More progress on jobs needed before tapering</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said on Thursday that U.S. employment growth was lower than he expected and that the job market needed more improvement before the Federal Reserve began to reduce support for the economy.</p><p>Evans said: \"Given that job growth has been lower than I expected in recent months, I would say that we still need to do more to reach the threshold of'substantial further progress' in adjusting the monetary policy stance.\"</p><p>Evans said it will take \"more than a few months\" to determine the right time to reduce the weight.</p><p>On the issue of inflation, Evans said he is confident enough that high inflation will be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes that the United States will see substantial further progress before the end of the year, and still believes that the Fed will make a rate hike in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg believes that Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund in 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a second-half rise in U.S. Treasury Bond yields could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Entering a bull trap reversal,\" Quigg wrote in a client note Thursday. \"Potential rising yields could be a catalyst to accelerate ARKK's decline, coupled with large conventional tech stocks continuing to outperform disruptive tech stocks, prompting ARKK to enter a sell-off phase.\"</p><p>The U.S. 10-year Treasury Bond yield has fallen more than 40 basis points from its recent high in late March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical trend that will reverse as the economy reopens trading and regains its foothold for the rest of the year.</p>","source":"XLCJ","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>Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks</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\">\nForeign media headlines: The Fed ignores hot inflation! The market contains unexpected risks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-16 05:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Powell was once again questioned about inflation, saying the Fed is paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprise risks if it ignores hot inflation</b><b>3. Central bank digital currencies may compete with cryptocurrencies. Bitcoin accelerates its decline amid such concerns</b><b>4. U.S. residential sales decline, buyers' competition leads to scarce market stock</b><b>5. Fed Evans: More progress needs to be made on employment before tapering</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell asked again about inflation, saying Fed is watching risks</b></p><p>Fed Chairman Jerome Powell defended the stance of keeping policy accommodative for the second day in a row, despite inflation reaching troubling levels.</p><p>He told the Senate Banking Committee on Thursday: \"This shock that the system has experienced is related to the restart of the economy and has pushed the inflation rate well above 2%, and of course we are uneasy about this.\"</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is closely observing whether its expectations of temporarily high inflation are correct and whether inflation may last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said that the price surge so far has largely been in limited segments such as used cars, reiterating that he expects these increases to be temporary.</p><p>\"This is temporary, and from this perspective, it doesn't make sense to react to it,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed will face the risk of policy mistakes or market surprises if it ignores hot inflation</b></p><p>El-Erian, chief economic adviser of Allianz, published a column saying that it is a serious fact that both CPI and PPI in the United States have risen. It shows that the inflation rate that actually happens is being accompanied by additional inflation rates in the making. This goes against the Fed's repeated view that inflation is transitory, especially as the base effect has largely faded out.</p><p>A big event this week was Fed Chairman Jerome Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed's expectations and has lasted longer. When it comes to policy implications, however, he immediately reverts to the oft-repeated \"temporary\" mantra in favor of unchanged policy stance. John Williams, president of the Federal Reserve Bank of new york, delivered a similar message on Monday, confirming that two of the three most influential Fed officials--who are also the policymakers that the market is most concerned about--still prefer to maintain ultra-stimulating policies, despite the repeated underestimation of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy mistakes. And the longer the economy-policy disconnect lasts, the more risk-taking behaviors in the market will be, and the greater the risk of unexpected.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates its decline amid such concerns</b></p><p>The outlook for cryptocurrencies and central bank digital currencies (CBDCs) has once again become the focus of attention. Federal Reserve Chairman Jerome Powell emphasized at a hearing this week that it needs to be done the right way. At the same time, the European Central Bank has taken a major step towards digital currency, approving the digital euro project to enter the \"investigation phase\", which may eventually lead to the implementation of the digital euro around the middle of 2021-2030.</p><p>\"With the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of digital currencies, investors realize that there is a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot of things, and digital assets may lose some of their shine due to their instability.\"</p><p>The prospect of central banks developing digital currencies may put pressure on cryptocurrencies, a view shared by others. Susannah Streeter, senior investment and market analyst at Hargreaves Lansdown, said: \"The loss of cryptocurrency edge comes amid growing speculation about the impact of digital currency rollout by various central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. residential sales fall, buyer scramble leads to scarce market stock</b></p><p>In the most competitive real estate market in U.S. history, sales are beginning to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>Seasonally adjusted data showed that the transaction volume of real estate in the United States fell by 1.2% month-on-month in June, the largest monthly decline in the same period since records began in 2012. Inventory has reached the lowest level in history, and it is sold within 14 days of listing on average, which is the fastest speed ever.</p><p>Remote work, coupled with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price in June rose 25% from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond the reach of many buyers.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Evans: More progress on jobs needed before tapering</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said on Thursday that U.S. employment growth was lower than he expected and that the job market needed more improvement before the Federal Reserve began to reduce support for the economy.</p><p>Evans said: \"Given that job growth has been lower than I expected in recent months, I would say that we still need to do more to reach the threshold of'substantial further progress' in adjusting the monetary policy stance.\"</p><p>Evans said it will take \"more than a few months\" to determine the right time to reduce the weight.</p><p>On the issue of inflation, Evans said he is confident enough that high inflation will be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes that the United States will see substantial further progress before the end of the year, and still believes that the Fed will make a rate hike in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg believes that Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund in 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a second-half rise in U.S. Treasury Bond yields could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Entering a bull trap reversal,\" Quigg wrote in a client note Thursday. \"Potential rising yields could be a catalyst to accelerate ARKK's decline, coupled with large conventional tech stocks continuing to outperform disruptive tech stocks, prompting ARKK to enter a sell-off phase.\"</p><p>The U.S. 10-year Treasury Bond yield has fallen more than 40 basis points from its recent high in late March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical trend that will reverse as the economy reopens trading and regains its foothold for the rest of the year.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","SPXU":"三倍做空标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","DOG":"道指ETF-ProShares做空","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares","OEX":"标普100",".SPX":"S&P 500 Index","DXD":"两倍做空道琼30指数ETF-ProShares",".DJI":"道琼斯","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151575910","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n\n\n4、美国住宅销量下滑 买家争抢导致市场存量稀缺\n\n\n5、美联储埃文斯：在减码之前需在就业方面取得更多进展\n\n\n6、摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n\n\n鲍威尔再次被追问通胀问题 称美联储正关注风险\n尽管通胀达到令人不安的水平，美联储主席鲍威尔还是连续第二天为保持政策宽松的立场辩护。\n他于周四对参议院银行业委员会表示：“系统经受的这个冲击与经济重启有关，并使通胀率远超2%，当然我们对此感到不安。”\n鲍威尔将当前价格上涨称为史上“独特”现象，并表示美联储正密切观察其关于通胀暂时高企的预期是否正确，通胀是否可能持续更久。\n“所以我们正努力了解基本情形及风险，”他表示。\n鲍威尔表示，迄今为止价格飙升的主要是二手车等有限领域，重申他预计这些上涨是暂时的。\n“这是暂时的，就这个角度而言，对此作出反应没有意义，”他说道。\n\nEl-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n安联首席经济顾问El-Erian发表专栏文章称，美国CPI和PPI双双走高是严重的事实。它表明，实际发生的通胀率正伴随着酝酿中的额外通胀率。这有悖于美联储一再认为通胀是暂时的观点，尤其是在基数效应已经基本淡出的情况下。\n本周的一个重要事件是美联储主席鲍威尔周三的国会听证会，当时他承认通胀一直高于美联储预期，并且持续时间更长。然而，在谈到政策影响时，他立即回到了经常重复的“暂时性”口头禅，以支持政策立场不变。纽约联邦储备银行行长John Williams周一传递了类似的信息，证实了三位最有影响力美联储官员中的两位--这也是市场最为关注的决策者--仍然倾向于维持超刺激性政策，尽管经济增速和通胀一再被低估。\nEl-Erian认为，美联储当前政策配置持续的时间越长，货币政策出现失误的风险就越大。而经济-政策脱节持续的时间越长，市场中的冒险行为就会越多，出现意外的风险也就越大。\n\n央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n加密货币和央行数字货币（CBDC）前景再度成为关注焦点。美联储主席鲍威尔在本周听证会上强调，需要以正确方式做这件事。与此同时，欧洲央行向数字货币迈出重大一步，批准数字欧元项目进入“调查阶段”，这可能最终使数字欧元在2021-2030年中期左右落地。\n“随着世界各地中央银行探讨数字货币的想法，投资者意识到该领域存在很多竞争。这可能会稀释目前使用的一些数字资产的估值，”MJP Wealth Advisors总裁 Brian Vendig表示。“投资者正在权衡很多因素，数字资产可能因其不稳定性而失去一些光芒。”\n央行开发数字货币的前景可能给加密货币带来压力，这个观点得到了其他人赞同。Hargreaves Lansdown高级投资和市场分析师 Susannah Streeter表示：“加密货币失去优势正值人们对各央行推出数字货币的影响抱有越来越多猜测。”\n\n美国住宅销量下滑 买家争抢导致市场存量稀缺\n在美国历史上竞争最激烈的房地产市场，销售开始停滞。\nRedfin Corp．的季节性因素调整后数据显示，美国6月份房产交易量环比下降1.2%，是2012年有记录以来最大同期月度降幅。库存达到历史最低，平均挂牌14天即售出，是有史以来最快速度。\n远程工作加上极低的抵押贷款利率，令大量买家涌向美国郊区和房价实惠的城市。6月房价中值较上年同期上涨25%，达到创纪录的386，888美元。\n“我们进入了房地产市场的新阶段，”Redfin首席经济学家Daryl Fairweather在一份公告中说。“价格上涨超出了许多买家的承受能力。”\n\n美联储埃文斯：在减码之前需在就业方面取得更多进展\n芝加哥联邦储备银行行长查尔斯-埃文斯（Charles Evans）周四表示，美国就业增长低于他的预期，在美联储开始减少对经济的支持之前，就业市场还需要更多的改善。\n埃文斯称：“鉴于最近几个月就业增长低于我的预期，我要说的是，我们还需要做更多的事情，才能达到调整货币政策立场的‘实质性的进一步进展’的门槛。”\n埃文斯表示，需要“几个月多”的时间来确定减码的合适时机。\n在通胀问题上，埃文斯表示，他有足够的信心，认为高通胀将是暂时的。如果通胀看起来更持久，那么美联储可能需要早些调整立场。\n埃文斯认为，美国将在年底前看到实质性的进一步进展，仍认为美联储将于2024年加息。\n\n摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n摩根大通的Shawn Quigg认为，Cathie Wood的旗舰ETF正在显示出很多泡沫性质，类似于2000年的增长股基金，投资者应考虑通过期权做空它。\n这位衍生品策略师认为，美国国债收益率下半年的上升可能会触发ARK Innovation ETF（代码ARKK）下跌。该基金自5月中旬以来已上涨约19%。\n“进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。“潜在的收益率上升可能是加速ARKK下跌的催化剂，加上大型常规性科技股继续跑赢破坏性科技股，促使ARKK进入抛售阶段。”\n美国10年期国债收益率已经从3月底的近期高点下跌逾40个基点，至1.32%左右，帮助推动了ARKK的反弹。Quigg认为这是一个技术性行情，随着经济重开交易在今年余下时间里重新立足，上述行情将逆转。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"PSQ":0.9,"DDM":0.9,"UPRO":0.9,"NQmain":0.9,"QID":0.9,".SPX":0.9,"ESmain":0.9,"DXD":0.9,"SH":0.9,"MNQmain":0.9,"DJX":0.9,"OEX":0.9,"SDS":0.9,"OEF":0.9,".DJI":0.9,"UDOW":0.9,"TQQQ":0.9,"SDOW":0.9,"QQQ":0.9,"SPXU":0.9,"DOG":0.9,"SSO":0.9,"QLD":0.9,"IVV":0.9,"SQQQ":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145405212,"gmtCreate":1626234426336,"gmtModify":1703756064050,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145405212","repostId":"2151607825","repostType":4,"isVote":1,"tweetType":1,"viewCount":1955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141460857,"gmtCreate":1625885791579,"gmtModify":1703750451237,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141460857","repostId":"2150322325","repostType":4,"repost":{"id":"2150322325","kind":"news","pubTimestamp":1625805180,"share":"https://ttm.financial/m/news/2150322325?lang=en_US&edition=fundamental","pubTime":"2021-07-09 12:33","market":"us","language":"zh","title":"Opinions on tapering QE are divided, what is the Fed hesitating about?","url":"https://stock-news.laohu8.com/highlight/detail?id=2150322325","media":"北京商报","summary":"虽然两大阵营意见不一，但最新释出的会议纪要表明，对于缩减QE的计划，美联储依然“稳坐泰山”。“保持耐心”“只是暂时”……在“放水”和通胀的压力高企之下，美联储放的鸽或许还要再飞一会儿。\n\n两派分歧\n在","content":"<p><div>Although the two camps have different opinions, the latest meeting minutes show that the Federal Reserve is still \"firmly sitting on Mount Tai\" regarding the plan to reduce QE. \"Be patient\" and \"only temporarily\"... Under the high pressure of \"water release\" and inflation, the Fed's doves may have to fly for a while longer. Differences between the two factions After more than a year of loose monetary policy, when the Federal Reserve will turn has become something that global investors have to pay attention to. On July 7, local time, the Federal Reserve released the minutes of its June monetary policy meeting. However, the Federal Reserve still has not reached an agreement on tapering QE. This minutes shows that given U.S. inflation and...</p><p><a href=\"https://www.bbtnews.com.cn/2021/0709/402103.shtml\">Web link</a></div></p>","source":"BJSB","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>Opinions on tapering QE are divided, what is the Fed hesitating about?</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\">\nOpinions on tapering QE are divided, what is the Fed hesitating about?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">北京商报</strong><span class=\"h-time small\">2021-07-09 12:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Although the two camps have different opinions, the latest meeting minutes show that the Federal Reserve is still \"firmly sitting on Mount Tai\" regarding the plan to reduce QE. \"Be patient\" and \"only temporarily\"... Under the high pressure of \"water release\" and inflation, the Fed's doves may have to fly for a while longer. Differences between the two factions After more than a year of loose monetary policy, when the Federal Reserve will turn has become something that global investors have to pay attention to. On July 7, local time, the Federal Reserve released the minutes of its June monetary policy meeting. However, the Federal Reserve still has not reached an agreement on tapering QE. This minutes shows that given U.S. inflation and...</p><p><a href=\"https://www.bbtnews.com.cn/2021/0709/402103.shtml\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.bbtnews.com.cn/2021/0709/402103.shtml\">北京商报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2df4d9cdd3363ecd53a0135c21f5fab8","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DJX":"1/100道琼斯","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","QQQ":"纳指100ETF","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","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEX":"标普100","SDOW":"三倍做空道指30ETF-ProShares","SPY":"标普500ETF","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF"},"source_url":"https://www.bbtnews.com.cn/2021/0709/402103.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150322325","content_text":"虽然两大阵营意见不一，但最新释出的会议纪要表明，对于缩减QE的计划，美联储依然“稳坐泰山”。“保持耐心”“只是暂时”……在“放水”和通胀的压力高企之下，美联储放的鸽或许还要再飞一会儿。\n\n两派分歧\n在一年多宽松的货币政策后，美联储何时转向，成为全球投资者不得不关注的内容。当地时间7月7日，美联储公布了6月货币政策会议纪要。\n不过，对于缩减QE，美联储依然没有达成一致。这份纪要显示，鉴于美国通胀和就业前景存在不确定性，美联储官员对于缩减资产购买计划存在分歧。\n一些美联储官员认为，经济复苏的速度快于预期，同时伴随着通胀的大幅上升，美联储应该要采取行动，缩减资产购买计划的条件会比之前预期的更早达到；但另一些官员认为，仅凭当前经济数据不足以明确研判美国潜在经济增长势头，几个月后才能更好评估就业市场和通胀走势。\n除了对缩减计划的开始时间有争议，会议纪要还显示，美联储官员对于如何缩减资产购买计划也存在分歧。数名官员认为，考虑到当前美国房地产市场过热，相比削减购买美国国债，应更快或更早削减购买机构抵押贷款支持证券；但其他几名官员倾向于同等比例削减购买美国国债和机构抵押贷款支持证券。\n虽然美联储内部出现了两种说法，但会议的主基调仍是在收紧货币政策方面需要“保持耐心”。中国社会科学院美国研究所助理研究员杨水清对北京商报记者表示，总体来说，这份会议纪要没有什么超过市场预期的东西。总结起来就是：“美联储知道有风险，但现在不是行动的时候。”\nOanda高级市场策略师EdwardMoya也认为，美联储会议纪要整体偏鸽，明确排除7月宣布缩减QE的可能性。但关于经济数据的辩论正在升温，美联储显然仍处于观望状态。\n美联储的“按兵不动”，也让市场信心大增。7月7日，美国股市三大指数集体收涨，纳指与标普500指数创历史新高。\n截至收盘，道琼斯工业指数涨104.42点，涨幅0.3%，报34681.79点；纳斯达克指数涨1.42点，涨幅0.01%，报14665.06点；标普500指数涨14.59点，涨幅0.34%，报4358.13点。\n“通胀只是暂时的”\n整体来看，此次会议纪要的分歧多于共识。不过，有一项取得了主要共识，那就是通胀水平。\n此前公布的数据显示，美国5月CPI环比上涨0.6%，同比增长达5%，创下2008年8月以来最大同比增幅；PPI则同比上升6.6%，为2010年11月有可比数据以来最高水平。\n如此大的涨幅下，美联储成员上调了对经济增长和通胀的预期，他们普遍的看法是，尽管今年通胀会飙升至3.4%，但压力会在未来几个月得到缓解。哪怕不乏有人认为价格上行压力会持续到明年，但纪要特别强调了“通胀只是暂时的”。\n除了美联储，白宫也称美国通胀上升是暂时现象。美国白宫经济顾问委员会主席塞西莉亚·劳斯6日表示，近期美国通胀上升主要是由新冠疫情引发的供应链中断和经济重启后消费需求激增造成，一旦供需趋于平衡，通胀将会回落。\n劳斯指出，美国最近3轮通胀（1973-1982年、1989-1991年和2008年）很大程度上都是受油价飙升影响，但当前美国物价上涨并非主要由油价驱动，而且美国已成为净石油出口国，油价对美国经济的影响与过去不同。\n当然，美联储官员们并不讳言今年通胀上行的幅度有些令人意外。不过，会议纪要透露出他们对通胀未来的路径莫衷一是，这可能也是暂时保持政策耐心的原因之一。\n但值得注意的是，随着通胀的持续，一个“隐藏风险”已被触发——通胀永久性上涨的风险提高了。高盛首席经济学家JanHatzius表示，自危机以来，美国低收入人群的工资已上涨6%，而底层工资的强劲增长，正是推动通胀永久性上涨的风险点之一。\n不过，与会官员也总体上都同意，一旦通胀失控或出现其他风险，美联储必须采取行动。正是为了应对高通胀风险，如今已经有俄罗斯、巴西、土耳其等6国先于美国一步宣布加息。\n何时缩减\n短时间内货币政策不会收紧，再加上此前大规模“放水”的财政政策，美国早已水漫金山。就在一周前，美国还通过了一项基建法案，计划投入7150亿美元，发展交通、水利等基建计划。\n杨水清指出，美联储不收紧货币政策，其实是他们认为经济风险仍然存在，比如就业不够充分、疫情仍未远去等。有与会者表示，美国经济远远没有实现就业目标。虽然最近就业增长强劲，仍比预期的要弱，同时劳动力市场的复苏在不同的族裔和收入群体以及不同的部门之间仍然是不平衡的。\n在疫情方面，根据美国疾病控制与预防中心发布的最新数据，Delta病毒株是美国新冠感染的主要毒株，超过了Alpha变种。数据显示，在截至7月3日的两周内，美国感染Delta变异毒株的新冠肺炎病例数占新增病例数的51.7%。\n但每个月美联储的会议，总让何时缩减QE的猜测纷纷。经济学家普遍预计，美联储将在今年8月或9月宣布缩减资产购买的策略，并在年底前或明年初开始正式启动削减购债规模。\n美国银行经济学家Michelle Meyer表示，自美联储上次会议以来，大多数美联储决策者都对经济表达了更为普遍乐观也相对鹰派的看法。一些决策者暗示，他们认为最近的就业增长和通胀超标意味着朝着美联储就业最大化和稳定物价的目标取得“实质性进一步进展”，这种情况将允许他们开始缩减资产购买，甚至在明年底前就启动加息。\n至于退场的过程，杨水清表示可以用上一次货币政策调整的7个月时间作为参考。这要追溯到2013年，当年的5月，美联储会议纪要和时任主席伯南克首次公开讨论退出；9月，美联储开始列举QE退出理由和运用何种方法缩减QE规模；到了12月，美联储开始明确并实质性削减QE。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"QID":0.9,"SPY":0.9,"SDS":0.9,"DXD":0.9,"SQQQ":0.9,"OEF":0.9,"ESmain":0.9,"DDM":0.9,"SH":0.9,"SSO":0.9,"DOG":0.9,"QLD":0.9,"PSQ":0.9,"UDOW":0.9,"UPRO":0.9,"IVV":0.9,"SPXU":0.9,"SDOW":0.9,"DJX":0.9,"OEX":0.9,"QQQ":0.9,"NQmain":0.9,"MNQmain":0.9,"TQQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153450729,"gmtCreate":1625044512461,"gmtModify":1703850787626,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/153450729","repostId":"2147894632","repostType":4,"isVote":1,"tweetType":1,"viewCount":3364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344383988,"gmtCreate":1618375649144,"gmtModify":1704709874414,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"like my comment","listText":"like my comment","text":"like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/344383988","repostId":"1140319269","repostType":4,"isVote":1,"tweetType":1,"viewCount":3017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341606983,"gmtCreate":1617805922442,"gmtModify":1704703416487,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"Ali！","listText":"Ali！","text":"Ali！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/341606983","repostId":"1101500877","repostType":4,"repost":{"id":"1101500877","kind":"news","pubTimestamp":1617773331,"share":"https://ttm.financial/m/news/1101500877?lang=en_US&edition=fundamental","pubTime":"2021-04-07 13:28","market":"hk","language":"zh","title":"Bargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu","url":"https://stock-news.laohu8.com/highlight/detail?id=1101500877","media":"上海证券报","summary":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德","content":"<p><div>Buffett's old partner Charlie Munger opened a position to buy Alibaba, and the \"female version of Buffett\" Catherine Wood added a position to Baidu, JD.com... Taking advantage of the abnormal decline of Chinese concept stocks, Wall Street bosses are busy buying Chinese concept stocks at the bottom. The \"female version of Buffett\" continues to increase positions in Baidu. Katherine Wood, known as the \"female version of Buffett\", has always maintained a high degree of attention to Chinese concept stocks. Recently, when the stock prices of some Chinese concept stocks have dropped sharply, Catherine Wood is quietly increasing her positions. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, there are five active funds in the ARK product that Catherine Wood is in charge of:...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web link</a></div></p>","source":"shzqb","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>Bargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu</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\">\nBargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-04-07 13:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Buffett's old partner Charlie Munger opened a position to buy Alibaba, and the \"female version of Buffett\" Catherine Wood added a position to Baidu, JD.com... Taking advantage of the abnormal decline of Chinese concept stocks, Wall Street bosses are busy buying Chinese concept stocks at the bottom. The \"female version of Buffett\" continues to increase positions in Baidu. Katherine Wood, known as the \"female version of Buffett\", has always maintained a high degree of attention to Chinese concept stocks. Recently, when the stock prices of some Chinese concept stocks have dropped sharply, Catherine Wood is quietly increasing her positions. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, there are five active funds in the ARK product that Catherine Wood is in charge of:...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"09888":"百度集团-SW","09988":"阿里巴巴-W","BABA":"阿里巴巴","BIDU":"百度"},"source_url":"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101500877","content_text":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：ARKK（创新ETF）、ARKQ（自主技术和机器人ETF）、ARKW（下一代互联网ETF）、ARKG（基因革命ETF）、ARKF（金融科技创新ETF）。\n百度似乎是凯瑟琳·伍德眼中另一个特斯拉。去年12月，ARKK首次建仓百度，之后连续分批加仓。到了4月6日，ARKK的百度持仓量飙升到了351.5万股。与此同时，ARK的另外一支基金ARKW也开始购入百度股票。此后，旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。\n截至当地时间4月6日，ARK旗下3只基金共持有约484.5万股百度，总市值近10.77亿美元。\n凯瑟琳·伍德看中的是百度在自动驾驶方面的潜力和入局造车后的巨大想象空间。今年1月，百度宣布正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，新组建的百度汽车公司将面向乘用车市场，着眼于智能汽车的设计研发、生产制造、销售服务全产业链。\n在百度入局造车后，公司股价一路攀升，最高涨至339.91美元的高位。但在刚刚过去的3月，受美国监管层宣布通过《外国公司问责法案》最终修正案以及Archegos基金爆仓事件等利空消息影响，百度股价大幅缩水，最低跌至204.7美元，月度累计跌幅逾23%，市值缩水数百亿美元。\n在百度股价下挫之际，ARK旗下3只基金仍在持续买入。此前，ARK产品中有4只基金均持有腾讯ADR、京东ADR、3只基金持有贝壳。在电动车概念方面，ARK还持有比亚迪ADR、小牛电动。电商方面，持有电商巨头京东、阿里巴巴等。\n芒格抄底阿里巴巴\n中概股遭遇“水逆”之际，巴菲特的老搭档芒格也在悄悄抄底。\n根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股阿里巴巴，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，这些持仓自2020年底以来一直没有变化。\n去年年底以来，阿里巴巴股价持续大跌。外界认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n安山资本有限公司（Amber Hill Capital Ltd.）资产管理总监杰克逊·黄（Jackson Wong）认为，目前阿里巴巴和腾讯仍是中国的重量级科技股，暂时还看不到有哪个公司可以撼动它们的地位。\n此前，芒格在Daily Journal的年度股东大会上表示看好中国。芒格认为，中国脱贫速度让他震惊。此外，中国的工厂自动化普及率高，中国已经迈入现代化国家行列。\n业内：中概股正在去泡沫\n今年，部分机构仓位调整引发的剧烈动荡使得中概股成为关注焦点。\n财经评论员郭施亮认为，经过了这一轮的快速下跌走势，部分中概股的估值泡沫发生了快速挤压的迹象，这或许只是市场去泡沫的一个演绎过程。\n2020年以来，中概股所面临的外部环境不确定有所增加，中概股回港股上市热度不减。中金公司认为，从长远发展角度考虑，外部压力不断增加会促使更多中概股选择回归以备不时之需，特别是考虑到较低的回归成本。\n“对于符合条件的中概股公司而言，二次上市对企业没有太多新增成本，同股同权、香港联系汇率制度也使得二次上市对美国上市主体的扰动最大限度降到最低，因此选择回归都不啻为一个‘百利而无一害’的后备方案。”中金称。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"BIDU":0.9,"09888":0.9}},"isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389176320,"gmtCreate":1612746409160,"gmtModify":1704873716862,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389176320","repostId":"2109700161","repostType":4,"isVote":1,"tweetType":1,"viewCount":2407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":176717539,"gmtCreate":1626915955821,"gmtModify":1703480466138,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/176717539","repostId":"2153396623","repostType":4,"isVote":1,"tweetType":1,"viewCount":3609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890456465,"gmtCreate":1628129715757,"gmtModify":1703501775989,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/890456465","repostId":"2157100237","repostType":4,"isVote":1,"tweetType":1,"viewCount":3413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153450729,"gmtCreate":1625044512461,"gmtModify":1703850787626,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/153450729","repostId":"2147894632","repostType":4,"isVote":1,"tweetType":1,"viewCount":3364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141460857,"gmtCreate":1625885791579,"gmtModify":1703750451237,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141460857","repostId":"2150322325","repostType":4,"repost":{"id":"2150322325","kind":"news","pubTimestamp":1625805180,"share":"https://ttm.financial/m/news/2150322325?lang=en_US&edition=fundamental","pubTime":"2021-07-09 12:33","market":"us","language":"zh","title":"Opinions on tapering QE are divided, what is the Fed hesitating about?","url":"https://stock-news.laohu8.com/highlight/detail?id=2150322325","media":"北京商报","summary":"虽然两大阵营意见不一，但最新释出的会议纪要表明，对于缩减QE的计划，美联储依然“稳坐泰山”。“保持耐心”“只是暂时”……在“放水”和通胀的压力高企之下，美联储放的鸽或许还要再飞一会儿。\n\n两派分歧\n在","content":"<p><div>Although the two camps have different opinions, the latest meeting minutes show that the Federal Reserve is still \"firmly sitting on Mount Tai\" regarding the plan to reduce QE. \"Be patient\" and \"only temporarily\"... Under the high pressure of \"water release\" and inflation, the Fed's doves may have to fly for a while longer. Differences between the two factions After more than a year of loose monetary policy, when the Federal Reserve will turn has become something that global investors have to pay attention to. On July 7, local time, the Federal Reserve released the minutes of its June monetary policy meeting. However, the Federal Reserve still has not reached an agreement on tapering QE. This minutes shows that given U.S. inflation and...</p><p><a href=\"https://www.bbtnews.com.cn/2021/0709/402103.shtml\">Web link</a></div></p>","source":"BJSB","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>Opinions on tapering QE are divided, what is the Fed hesitating about?</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\">\nOpinions on tapering QE are divided, what is the Fed hesitating about?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">北京商报</strong><span class=\"h-time small\">2021-07-09 12:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Although the two camps have different opinions, the latest meeting minutes show that the Federal Reserve is still \"firmly sitting on Mount Tai\" regarding the plan to reduce QE. \"Be patient\" and \"only temporarily\"... Under the high pressure of \"water release\" and inflation, the Fed's doves may have to fly for a while longer. Differences between the two factions After more than a year of loose monetary policy, when the Federal Reserve will turn has become something that global investors have to pay attention to. On July 7, local time, the Federal Reserve released the minutes of its June monetary policy meeting. However, the Federal Reserve still has not reached an agreement on tapering QE. This minutes shows that given U.S. inflation and...</p><p><a href=\"https://www.bbtnews.com.cn/2021/0709/402103.shtml\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.bbtnews.com.cn/2021/0709/402103.shtml\">北京商报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2df4d9cdd3363ecd53a0135c21f5fab8","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DJX":"1/100道琼斯","SDS":"两倍做空标普500 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Meyer表示，自美联储上次会议以来，大多数美联储决策者都对经济表达了更为普遍乐观也相对鹰派的看法。一些决策者暗示，他们认为最近的就业增长和通胀超标意味着朝着美联储就业最大化和稳定物价的目标取得“实质性进一步进展”，这种情况将允许他们开始缩减资产购买，甚至在明年底前就启动加息。\n至于退场的过程，杨水清表示可以用上一次货币政策调整的7个月时间作为参考。这要追溯到2013年，当年的5月，美联储会议纪要和时任主席伯南克首次公开讨论退出；9月，美联储开始列举QE退出理由和运用何种方法缩减QE规模；到了12月，美联储开始明确并实质性削减QE。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"QID":0.9,"SPY":0.9,"SDS":0.9,"DXD":0.9,"SQQQ":0.9,"OEF":0.9,"ESmain":0.9,"DDM":0.9,"SH":0.9,"SSO":0.9,"DOG":0.9,"QLD":0.9,"PSQ":0.9,"UDOW":0.9,"UPRO":0.9,"IVV":0.9,"SPXU":0.9,"SDOW":0.9,"DJX":0.9,"OEX":0.9,"QQQ":0.9,"NQmain":0.9,"MNQmain":0.9,"TQQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344383988,"gmtCreate":1618375649144,"gmtModify":1704709874414,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"like my comment","listText":"like my comment","text":"like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/344383988","repostId":"1140319269","repostType":4,"isVote":1,"tweetType":1,"viewCount":3017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341606983,"gmtCreate":1617805922442,"gmtModify":1704703416487,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"Ali！","listText":"Ali！","text":"Ali！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/341606983","repostId":"1101500877","repostType":4,"repost":{"id":"1101500877","kind":"news","pubTimestamp":1617773331,"share":"https://ttm.financial/m/news/1101500877?lang=en_US&edition=fundamental","pubTime":"2021-04-07 13:28","market":"hk","language":"zh","title":"Bargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu","url":"https://stock-news.laohu8.com/highlight/detail?id=1101500877","media":"上海证券报","summary":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德","content":"<p><div>Buffett's old partner Charlie Munger opened a position to buy Alibaba, and the \"female version of Buffett\" Catherine Wood added a position to Baidu, JD.com... Taking advantage of the abnormal decline of Chinese concept stocks, Wall Street bosses are busy buying Chinese concept stocks at the bottom. The \"female version of Buffett\" continues to increase positions in Baidu. Katherine Wood, known as the \"female version of Buffett\", has always maintained a high degree of attention to Chinese concept stocks. Recently, when the stock prices of some Chinese concept stocks have dropped sharply, Catherine Wood is quietly increasing her positions. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, there are five active funds in the ARK product that Catherine Wood is in charge of:...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web link</a></div></p>","source":"shzqb","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>Bargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu</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\">\nBargain-hunting Chinese concept stocks! Munger takes a fancy to Ali, and the \"female version of Buffett\" adds to Baidu\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-04-07 13:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Buffett's old partner Charlie Munger opened a position to buy Alibaba, and the \"female version of Buffett\" Catherine Wood added a position to Baidu, JD.com... Taking advantage of the abnormal decline of Chinese concept stocks, Wall Street bosses are busy buying Chinese concept stocks at the bottom. The \"female version of Buffett\" continues to increase positions in Baidu. Katherine Wood, known as the \"female version of Buffett\", has always maintained a high degree of attention to Chinese concept stocks. Recently, when the stock prices of some Chinese concept stocks have dropped sharply, Catherine Wood is quietly increasing her positions. Unlike Buffett, Katherine Wood focuses on cutting-edge technology. Currently, there are five active funds in the ARK product that Catherine Wood is in charge of:...</p><p><a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"09888":"百度集团-SW","09988":"阿里巴巴-W","BABA":"阿里巴巴","BIDU":"百度"},"source_url":"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101500877","content_text":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：ARKK（创新ETF）、ARKQ（自主技术和机器人ETF）、ARKW（下一代互联网ETF）、ARKG（基因革命ETF）、ARKF（金融科技创新ETF）。\n百度似乎是凯瑟琳·伍德眼中另一个特斯拉。去年12月，ARKK首次建仓百度，之后连续分批加仓。到了4月6日，ARKK的百度持仓量飙升到了351.5万股。与此同时，ARK的另外一支基金ARKW也开始购入百度股票。此后，旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。\n截至当地时间4月6日，ARK旗下3只基金共持有约484.5万股百度，总市值近10.77亿美元。\n凯瑟琳·伍德看中的是百度在自动驾驶方面的潜力和入局造车后的巨大想象空间。今年1月，百度宣布正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，新组建的百度汽车公司将面向乘用车市场，着眼于智能汽车的设计研发、生产制造、销售服务全产业链。\n在百度入局造车后，公司股价一路攀升，最高涨至339.91美元的高位。但在刚刚过去的3月，受美国监管层宣布通过《外国公司问责法案》最终修正案以及Archegos基金爆仓事件等利空消息影响，百度股价大幅缩水，最低跌至204.7美元，月度累计跌幅逾23%，市值缩水数百亿美元。\n在百度股价下挫之际，ARK旗下3只基金仍在持续买入。此前，ARK产品中有4只基金均持有腾讯ADR、京东ADR、3只基金持有贝壳。在电动车概念方面，ARK还持有比亚迪ADR、小牛电动。电商方面，持有电商巨头京东、阿里巴巴等。\n芒格抄底阿里巴巴\n中概股遭遇“水逆”之际，巴菲特的老搭档芒格也在悄悄抄底。\n根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股阿里巴巴，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，这些持仓自2020年底以来一直没有变化。\n去年年底以来，阿里巴巴股价持续大跌。外界认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n安山资本有限公司（Amber Hill Capital Ltd.）资产管理总监杰克逊·黄（Jackson Wong）认为，目前阿里巴巴和腾讯仍是中国的重量级科技股，暂时还看不到有哪个公司可以撼动它们的地位。\n此前，芒格在Daily Journal的年度股东大会上表示看好中国。芒格认为，中国脱贫速度让他震惊。此外，中国的工厂自动化普及率高，中国已经迈入现代化国家行列。\n业内：中概股正在去泡沫\n今年，部分机构仓位调整引发的剧烈动荡使得中概股成为关注焦点。\n财经评论员郭施亮认为，经过了这一轮的快速下跌走势，部分中概股的估值泡沫发生了快速挤压的迹象，这或许只是市场去泡沫的一个演绎过程。\n2020年以来，中概股所面临的外部环境不确定有所增加，中概股回港股上市热度不减。中金公司认为，从长远发展角度考虑，外部压力不断增加会促使更多中概股选择回归以备不时之需，特别是考虑到较低的回归成本。\n“对于符合条件的中概股公司而言，二次上市对企业没有太多新增成本，同股同权、香港联系汇率制度也使得二次上市对美国上市主体的扰动最大限度降到最低，因此选择回归都不啻为一个‘百利而无一害’的后备方案。”中金称。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"BIDU":0.9,"09888":0.9}},"isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170305624,"gmtCreate":1626402467368,"gmtModify":1703759470041,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170305624","repostId":"2151575910","repostType":4,"repost":{"id":"2151575910","kind":"highlight","pubTimestamp":1626384989,"share":"https://ttm.financial/m/news/2151575910?lang=en_US&edition=fundamental","pubTime":"2021-07-16 05:36","market":"fut","language":"zh","title":"Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks","url":"https://stock-news.laohu8.com/highlight/detail?id=2151575910","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对","content":"<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Powell was once again questioned about inflation, saying the Fed is paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprise risks if it ignores hot inflation</b><b>3. Central bank digital currencies may compete with cryptocurrencies. Bitcoin accelerates its decline amid such concerns</b><b>4. U.S. residential sales decline, buyers' competition leads to scarce market stock</b><b>5. Fed Evans: More progress needs to be made on employment before tapering</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell asked again about inflation, saying Fed is watching risks</b></p><p>Fed Chairman Jerome Powell defended the stance of keeping policy accommodative for the second day in a row, despite inflation reaching troubling levels.</p><p>He told the Senate Banking Committee on Thursday: \"This shock that the system has experienced is related to the restart of the economy and has pushed the inflation rate well above 2%, and of course we are uneasy about this.\"</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is closely observing whether its expectations of temporarily high inflation are correct and whether inflation may last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said that the price surge so far has largely been in limited segments such as used cars, reiterating that he expects these increases to be temporary.</p><p>\"This is temporary, and from this perspective, it doesn't make sense to react to it,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed will face the risk of policy mistakes or market surprises if it ignores hot inflation</b></p><p>El-Erian, chief economic adviser of Allianz, published a column saying that it is a serious fact that both CPI and PPI in the United States have risen. It shows that the inflation rate that actually happens is being accompanied by additional inflation rates in the making. This goes against the Fed's repeated view that inflation is transitory, especially as the base effect has largely faded out.</p><p>A big event this week was Fed Chairman Jerome Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed's expectations and has lasted longer. When it comes to policy implications, however, he immediately reverts to the oft-repeated \"temporary\" mantra in favor of unchanged policy stance. John Williams, president of the Federal Reserve Bank of new york, delivered a similar message on Monday, confirming that two of the three most influential Fed officials--who are also the policymakers that the market is most concerned about--still prefer to maintain ultra-stimulating policies, despite the repeated underestimation of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy mistakes. And the longer the economy-policy disconnect lasts, the more risk-taking behaviors in the market will be, and the greater the risk of unexpected.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates its decline amid such concerns</b></p><p>The outlook for cryptocurrencies and central bank digital currencies (CBDCs) has once again become the focus of attention. Federal Reserve Chairman Jerome Powell emphasized at a hearing this week that it needs to be done the right way. At the same time, the European Central Bank has taken a major step towards digital currency, approving the digital euro project to enter the \"investigation phase\", which may eventually lead to the implementation of the digital euro around the middle of 2021-2030.</p><p>\"With the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of digital currencies, investors realize that there is a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot of things, and digital assets may lose some of their shine due to their instability.\"</p><p>The prospect of central banks developing digital currencies may put pressure on cryptocurrencies, a view shared by others. Susannah Streeter, senior investment and market analyst at Hargreaves Lansdown, said: \"The loss of cryptocurrency edge comes amid growing speculation about the impact of digital currency rollout by various central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. residential sales fall, buyer scramble leads to scarce market stock</b></p><p>In the most competitive real estate market in U.S. history, sales are beginning to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>Seasonally adjusted data showed that the transaction volume of real estate in the United States fell by 1.2% month-on-month in June, the largest monthly decline in the same period since records began in 2012. Inventory has reached the lowest level in history, and it is sold within 14 days of listing on average, which is the fastest speed ever.</p><p>Remote work, coupled with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price in June rose 25% from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond the reach of many buyers.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Evans: More progress on jobs needed before tapering</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said on Thursday that U.S. employment growth was lower than he expected and that the job market needed more improvement before the Federal Reserve began to reduce support for the economy.</p><p>Evans said: \"Given that job growth has been lower than I expected in recent months, I would say that we still need to do more to reach the threshold of'substantial further progress' in adjusting the monetary policy stance.\"</p><p>Evans said it will take \"more than a few months\" to determine the right time to reduce the weight.</p><p>On the issue of inflation, Evans said he is confident enough that high inflation will be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes that the United States will see substantial further progress before the end of the year, and still believes that the Fed will make a rate hike in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg believes that Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund in 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a second-half rise in U.S. Treasury Bond yields could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Entering a bull trap reversal,\" Quigg wrote in a client note Thursday. \"Potential rising yields could be a catalyst to accelerate ARKK's decline, coupled with large conventional tech stocks continuing to outperform disruptive tech stocks, prompting ARKK to enter a sell-off phase.\"</p><p>The U.S. 10-year Treasury Bond yield has fallen more than 40 basis points from its recent high in late March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical trend that will reverse as the economy reopens trading and regains its foothold for the rest of the year.</p>","source":"XLCJ","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>Foreign media headlines: The Fed ignores hot inflation! The market contains unexpected risks</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\">\nForeign media headlines: The Fed ignores hot inflation! The market contains unexpected risks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-16 05:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Powell was once again questioned about inflation, saying the Fed is paying attention to risks</b><b>2. El-Erian: The Fed will face policy mistakes or market surprise risks if it ignores hot inflation</b><b>3. Central bank digital currencies may compete with cryptocurrencies. Bitcoin accelerates its decline amid such concerns</b><b>4. U.S. residential sales decline, buyers' competition leads to scarce market stock</b><b>5. Fed Evans: More progress needs to be made on employment before tapering</b><b>6、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b><img src=\"https://static.tigerbbs.com/839101c234b07aa0606aef304368acf7\" tg-width=\"500\" tg-height=\"349\" referrerpolicy=\"no-referrer\"></p><p><b>Powell asked again about inflation, saying Fed is watching risks</b></p><p>Fed Chairman Jerome Powell defended the stance of keeping policy accommodative for the second day in a row, despite inflation reaching troubling levels.</p><p>He told the Senate Banking Committee on Thursday: \"This shock that the system has experienced is related to the restart of the economy and has pushed the inflation rate well above 2%, and of course we are uneasy about this.\"</p><p>Powell called the current price rise a \"unique\" phenomenon in history and said the Fed is closely observing whether its expectations of temporarily high inflation are correct and whether inflation may last longer.</p><p>\"So we're trying to understand the basics and the risks,\" he said.</p><p>Powell said that the price surge so far has largely been in limited segments such as used cars, reiterating that he expects these increases to be temporary.</p><p>\"This is temporary, and from this perspective, it doesn't make sense to react to it,\" he said.</p><p><img src=\"https://static.tigerbbs.com/034fc45bd0cb53c1c7b4b56d452cc8a7\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>El-Erian: The Fed will face the risk of policy mistakes or market surprises if it ignores hot inflation</b></p><p>El-Erian, chief economic adviser of Allianz, published a column saying that it is a serious fact that both CPI and PPI in the United States have risen. It shows that the inflation rate that actually happens is being accompanied by additional inflation rates in the making. This goes against the Fed's repeated view that inflation is transitory, especially as the base effect has largely faded out.</p><p>A big event this week was Fed Chairman Jerome Powell's congressional hearing on Wednesday, when he acknowledged that inflation has been higher than the Fed's expectations and has lasted longer. When it comes to policy implications, however, he immediately reverts to the oft-repeated \"temporary\" mantra in favor of unchanged policy stance. John Williams, president of the Federal Reserve Bank of new york, delivered a similar message on Monday, confirming that two of the three most influential Fed officials--who are also the policymakers that the market is most concerned about--still prefer to maintain ultra-stimulating policies, despite the repeated underestimation of economic growth and inflation.</p><p>El-Erian believes that the longer the Fed's current policy allocation lasts, the greater the risk of monetary policy mistakes. And the longer the economy-policy disconnect lasts, the more risk-taking behaviors in the market will be, and the greater the risk of unexpected.</p><p><img src=\"https://static.tigerbbs.com/d0aeb4f41704121f0f395f77be2e94e0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p><b>Central bank digital currencies may compete with cryptocurrencies Bitcoin accelerates its decline amid such concerns</b></p><p>The outlook for cryptocurrencies and central bank digital currencies (CBDCs) has once again become the focus of attention. Federal Reserve Chairman Jerome Powell emphasized at a hearing this week that it needs to be done the right way. At the same time, the European Central Bank has taken a major step towards digital currency, approving the digital euro project to enter the \"investigation phase\", which may eventually lead to the implementation of the digital euro around the middle of 2021-2030.</p><p>\"With the world<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>Exploring the idea of digital currencies, investors realize that there is a lot of competition in the space. This could dilute the valuation of some digital assets currently in use, \"said Brian Vendig, president of MJP Wealth Advisors. \"Investors are weighing a lot of things, and digital assets may lose some of their shine due to their instability.\"</p><p>The prospect of central banks developing digital currencies may put pressure on cryptocurrencies, a view shared by others. Susannah Streeter, senior investment and market analyst at Hargreaves Lansdown, said: \"The loss of cryptocurrency edge comes amid growing speculation about the impact of digital currency rollout by various central banks.\"</p><p><img src=\"https://static.tigerbbs.com/d7ae005dad5c04b425766f93266c60b9\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. residential sales fall, buyer scramble leads to scarce market stock</b></p><p>In the most competitive real estate market in U.S. history, sales are beginning to stall.</p><p><a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>Seasonally adjusted data showed that the transaction volume of real estate in the United States fell by 1.2% month-on-month in June, the largest monthly decline in the same period since records began in 2012. Inventory has reached the lowest level in history, and it is sold within 14 days of listing on average, which is the fastest speed ever.</p><p>Remote work, coupled with extremely low mortgage rates, has sent buyers flocking to American suburbs and affordable cities. The median home price in June rose 25% from a year earlier to a record $386,888.</p><p>\"We are entering a new phase in the housing market,\" Redfin chief economist Daryl Fairweather said in an announcement. \"Price increases are beyond the reach of many buyers.\"</p><p><img src=\"https://static.tigerbbs.com/91d5a82b4786c64628f5a7379187ad40\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>Fed Evans: More progress on jobs needed before tapering</b></p><p>Charles Evans, president of the Federal Reserve Bank of Chicago, said on Thursday that U.S. employment growth was lower than he expected and that the job market needed more improvement before the Federal Reserve began to reduce support for the economy.</p><p>Evans said: \"Given that job growth has been lower than I expected in recent months, I would say that we still need to do more to reach the threshold of'substantial further progress' in adjusting the monetary policy stance.\"</p><p>Evans said it will take \"more than a few months\" to determine the right time to reduce the weight.</p><p>On the issue of inflation, Evans said he is confident enough that high inflation will be temporary. If inflation looks more persistent, then the Fed may need to adjust its stance earlier.</p><p>Evans believes that the United States will see substantial further progress before the end of the year, and still believes that the Fed will make a rate hike in 2024.</p><p><img src=\"https://static.tigerbbs.com/deb2be8133054345917ff3f2e7aca29e\" tg-width=\"536\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists warn of Ark Fund repeating'bull trap 'from dot-com era</b></p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Shawn Quigg believes that Cathie Wood's flagship ETF is showing a lot of bubbly nature, similar to the growth stock fund in 2000, and investors should consider shorting it through options.</p><p>The derivatives strategist believes a second-half rise in U.S. Treasury Bond yields could trigger<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(symbol ARKK) fell. The fund has gained about 19% since mid-May.</p><p>\"Entering a bull trap reversal,\" Quigg wrote in a client note Thursday. \"Potential rising yields could be a catalyst to accelerate ARKK's decline, coupled with large conventional tech stocks continuing to outperform disruptive tech stocks, prompting ARKK to enter a sell-off phase.\"</p><p>The U.S. 10-year Treasury Bond yield has fallen more than 40 basis points from its recent high in late March to around 1.32%, helping to fuel ARKK's rally. Quigg believes this is a technical trend that will reverse as the economy reopens trading and regains its foothold for the rest of the year.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","SPXU":"三倍做空标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","DOG":"道指ETF-ProShares做空","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares","OEX":"标普100",".SPX":"S&P 500 Index","DXD":"两倍做空道琼30指数ETF-ProShares",".DJI":"道琼斯","DDM":"2倍做多道指ETF-ProShares","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-16/doc-ikqciyzk5721733.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151575910","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、鲍威尔再次被追问通胀问题 称美联储正关注风险\n\n\n2、El-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n\n\n3、央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n\n\n4、美国住宅销量下滑 买家争抢导致市场存量稀缺\n\n\n5、美联储埃文斯：在减码之前需在就业方面取得更多进展\n\n\n6、摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n\n\n鲍威尔再次被追问通胀问题 称美联储正关注风险\n尽管通胀达到令人不安的水平，美联储主席鲍威尔还是连续第二天为保持政策宽松的立场辩护。\n他于周四对参议院银行业委员会表示：“系统经受的这个冲击与经济重启有关，并使通胀率远超2%，当然我们对此感到不安。”\n鲍威尔将当前价格上涨称为史上“独特”现象，并表示美联储正密切观察其关于通胀暂时高企的预期是否正确，通胀是否可能持续更久。\n“所以我们正努力了解基本情形及风险，”他表示。\n鲍威尔表示，迄今为止价格飙升的主要是二手车等有限领域，重申他预计这些上涨是暂时的。\n“这是暂时的，就这个角度而言，对此作出反应没有意义，”他说道。\n\nEl-Erian：美联储无视通胀火爆 将面临政策失误或市场意外风险\n安联首席经济顾问El-Erian发表专栏文章称，美国CPI和PPI双双走高是严重的事实。它表明，实际发生的通胀率正伴随着酝酿中的额外通胀率。这有悖于美联储一再认为通胀是暂时的观点，尤其是在基数效应已经基本淡出的情况下。\n本周的一个重要事件是美联储主席鲍威尔周三的国会听证会，当时他承认通胀一直高于美联储预期，并且持续时间更长。然而，在谈到政策影响时，他立即回到了经常重复的“暂时性”口头禅，以支持政策立场不变。纽约联邦储备银行行长John Williams周一传递了类似的信息，证实了三位最有影响力美联储官员中的两位--这也是市场最为关注的决策者--仍然倾向于维持超刺激性政策，尽管经济增速和通胀一再被低估。\nEl-Erian认为，美联储当前政策配置持续的时间越长，货币政策出现失误的风险就越大。而经济-政策脱节持续的时间越长，市场中的冒险行为就会越多，出现意外的风险也就越大。\n\n央行数字货币或对加密货币构成竞争 比特币在这种担忧中加速下跌\n加密货币和央行数字货币（CBDC）前景再度成为关注焦点。美联储主席鲍威尔在本周听证会上强调，需要以正确方式做这件事。与此同时，欧洲央行向数字货币迈出重大一步，批准数字欧元项目进入“调查阶段”，这可能最终使数字欧元在2021-2030年中期左右落地。\n“随着世界各地中央银行探讨数字货币的想法，投资者意识到该领域存在很多竞争。这可能会稀释目前使用的一些数字资产的估值，”MJP Wealth Advisors总裁 Brian Vendig表示。“投资者正在权衡很多因素，数字资产可能因其不稳定性而失去一些光芒。”\n央行开发数字货币的前景可能给加密货币带来压力，这个观点得到了其他人赞同。Hargreaves Lansdown高级投资和市场分析师 Susannah Streeter表示：“加密货币失去优势正值人们对各央行推出数字货币的影响抱有越来越多猜测。”\n\n美国住宅销量下滑 买家争抢导致市场存量稀缺\n在美国历史上竞争最激烈的房地产市场，销售开始停滞。\nRedfin Corp．的季节性因素调整后数据显示，美国6月份房产交易量环比下降1.2%，是2012年有记录以来最大同期月度降幅。库存达到历史最低，平均挂牌14天即售出，是有史以来最快速度。\n远程工作加上极低的抵押贷款利率，令大量买家涌向美国郊区和房价实惠的城市。6月房价中值较上年同期上涨25%，达到创纪录的386，888美元。\n“我们进入了房地产市场的新阶段，”Redfin首席经济学家Daryl Fairweather在一份公告中说。“价格上涨超出了许多买家的承受能力。”\n\n美联储埃文斯：在减码之前需在就业方面取得更多进展\n芝加哥联邦储备银行行长查尔斯-埃文斯（Charles Evans）周四表示，美国就业增长低于他的预期，在美联储开始减少对经济的支持之前，就业市场还需要更多的改善。\n埃文斯称：“鉴于最近几个月就业增长低于我的预期，我要说的是，我们还需要做更多的事情，才能达到调整货币政策立场的‘实质性的进一步进展’的门槛。”\n埃文斯表示，需要“几个月多”的时间来确定减码的合适时机。\n在通胀问题上，埃文斯表示，他有足够的信心，认为高通胀将是暂时的。如果通胀看起来更持久，那么美联储可能需要早些调整立场。\n埃文斯认为，美国将在年底前看到实质性的进一步进展，仍认为美联储将于2024年加息。\n\n摩根大通策略师警告Ark Fund重蹈网络泡沫时代的“牛市陷阱”\n摩根大通的Shawn Quigg认为，Cathie Wood的旗舰ETF正在显示出很多泡沫性质，类似于2000年的增长股基金，投资者应考虑通过期权做空它。\n这位衍生品策略师认为，美国国债收益率下半年的上升可能会触发ARK Innovation ETF（代码ARKK）下跌。该基金自5月中旬以来已上涨约19%。\n“进入牛市陷阱逆转，”Quigg在周四的客户报告中写道。“潜在的收益率上升可能是加速ARKK下跌的催化剂，加上大型常规性科技股继续跑赢破坏性科技股，促使ARKK进入抛售阶段。”\n美国10年期国债收益率已经从3月底的近期高点下跌逾40个基点，至1.32%左右，帮助推动了ARKK的反弹。Quigg认为这是一个技术性行情，随着经济重开交易在今年余下时间里重新立足，上述行情将逆转。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"PSQ":0.9,"DDM":0.9,"UPRO":0.9,"NQmain":0.9,"QID":0.9,".SPX":0.9,"ESmain":0.9,"DXD":0.9,"SH":0.9,"MNQmain":0.9,"DJX":0.9,"OEX":0.9,"SDS":0.9,"OEF":0.9,".DJI":0.9,"UDOW":0.9,"TQQQ":0.9,"SDOW":0.9,"QQQ":0.9,"SPXU":0.9,"DOG":0.9,"SSO":0.9,"QLD":0.9,"IVV":0.9,"SQQQ":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145405212,"gmtCreate":1626234426336,"gmtModify":1703756064050,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145405212","repostId":"2151607825","repostType":4,"repost":{"id":"2151607825","kind":"news","pubTimestamp":1626212171,"share":"https://ttm.financial/m/news/2151607825?lang=en_US&edition=fundamental","pubTime":"2021-07-14 05:36","market":"hk","language":"zh","title":"Foreign media headlines: Completely out of control! CPI data explodes, US inflation is unstoppable?","url":"https://stock-news.laohu8.com/highlight/detail?id=2151607825","media":"新浪财经","summary":"剔除波动较大的食品和能源成分，所谓的核心CPI也环比上涨0.9%，同比上升4.5%，为1991年9月以来最大涨幅。劳工部表示，二手车占到了6月份CPI升幅的三分之一。CPI大幅上涨在很大程度上也是由于与经济更广泛重新开放相关的类别出现价格回升，包括酒店住宿、汽车租赁、服装和机票等。美国劳工部周二发布数据显示 ，6月份CPI环比上升0.9%，创下自2008年以来最大增幅，同比涨幅5.4%。增幅最大的也是疫苗接种率最低的地区。","content":"<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. U.S. consumer prices soared again in June, exceeding economists' expectations</b><b>2. President of the San Francisco Fed: Rising inflation is only a temporary phenomenon, reducing bond purchases may start at the end of the year</b><b>3. The U.S. budget deficit surged to $2.24 trillion in the first nine months of this fiscal year</b><b>4. Author of \"Black Swan\": The value of Bitcoin is \"completely zero\" and not enough to be used as a currency and hedging tool</b><b>5、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>: Even if the Delta strain detonates the epidemic, the impact on the US economy will be \"mild\"</b><b>6、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Planned joint<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Launch installment payment service benchmarking<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>\"Buy now, pay later\"</b><img src=\"https://static.tigerbbs.com/64c32e4994b5a618b7f8962f4d749841\" tg-width=\"550\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. consumer prices surged again in June more than economists expected</b></p><p>U.S. consumer prices rose more than all economists surveyed expected in June, suggesting that higher commodity and labor costs from the reopening of the economy continue to fuel inflationary pressures.</p><p>According to data released by the U.S. Labor Department on Tuesday, the consumer price index jumped 0.9% month-on-month in June; It surged 5.4% year-on-year, the largest increase since August 2008. Excluding the volatile food and energy components, the so-called core CPI also rose 0.9% month-on-month and 4.5% year-on-year, the largest increase since September 1991.</p><p>Used cars accounted for one-third of the CPI increase in June, the Labor Department said. The sharp increase in CPI was also largely due to a recovery in prices in categories tied to the broader reopening of the economy, including hotel accommodation, car rentals, clothing and airfare, among others.</p><p>The Fed believes these price increases will normalize over time, so inflationary pressures are only temporary.</p><p><img src=\"https://static.tigerbbs.com/0be1a9222227308463aa860babcc8368\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>San Francisco Fed President: Rising inflation is only a temporary phenomenon, reduction of bond purchases may start at the end of the year</b></p><p>Mary Daly, president of the Federal Reserve Bank of San Francisco, believes that the largest increase in CPI since 2008 is likely to be only a temporary impact of the economy's rapid recovery from the epidemic crisis.</p><p>Daly said she is \"bullish\" on how the economy will perform into the fall and believes it is appropriate for the Fed to start discussing tapering the size of monthly asset purchases now, with the tapering starting time likely to occur late this year or early next year.</p><p>Daly said in an interview on Tuesday: \"Now it is appropriate to start talking about tapering asset purchases and reducing some of the easing measures we provide for the economy. We will remain in a very easing position, with low Federal Funds rate, but as the economy starts to gain a foothold, we don't have to keep all our tools.\"</p><p>Data released by the U.S. Department of Labor on Tuesday showed that CPI rose 0.9% month-on-month in June, the largest increase since 2008, and a year-on-year increase of 5.4%. Daly, who has voting rights on the Federal Open Market Committee this year, believes used cars contributed more than a third of the increase in CPI, suggesting that the rise in inflation may be temporary.</p><p><img src=\"https://static.tigerbbs.com/30972f443d50a6365b8e37354d896dce\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. budget deficit surges to $2.24 trillion in the first nine months of this fiscal year</b></p><p>The U.S. budget deficit for the first three quarters of this fiscal year exceeded $2 trillion, and the federal government's full-year budget deficit could be close to last year's record levels, evidencing the ongoing impact of the Covid-19 crisis.</p><p>Data released by the Treasury Department on Tuesday showed a budget deficit of $174 billion in June. This compares to a deficit of $864 billion in June 2020 as the government implemented massive fiscal stimulus to curb the economic devastation of the pandemic.</p><p>While the monthly deficit is shrinking, Republicans in Washington cite the increase in federal debt as a reason to oppose President Joe Biden's plan to increase social spending, the largest in decades, to tackle inequality.</p><p>Even without further spending, the budget deficit will be close to $3 trillion in fiscal 2021, according to estimates from the nonpartisan Congressional Budget Office. The budget deficit for fiscal year 2020 is $3.13 trillion, and the deficit/GDP ratio is the highest since World War II.</p><p><img src=\"https://static.tigerbbs.com/d5b4522b937bc8baee3a12d3aa8053b4\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>\"Black Swan\" author: Bitcoin's value is \"completely zero\" not enough as a currency and hedge tool</b></p><p>Nassim Taleb, author of the best-selling Black Swan, said in a recent paper that Bitcoin failed to meet its concept as an anarchic currency, a hedge against inflation, and a safe-haven investment.</p><p>\"Few assets in financial history are more vulnerable than Bitcoin,\" Taleb said.</p><p>Taleb had a more positive view of Bitcoin, but in his late June paper entitled \"Bitcoin, Currency, and Fragility,\" he called Bitcoin's value \"completely zero,\" partly because it requires a sustained amount of interest to sustain.</p><p>In contrast, \"gold and other precious metals are essentially maintenance-free, do not degrade, and do not require maintenance to renew their physical properties over time,\" he says.</p><p>Founded in 2008, Bitcoin has always been known for its volatility. Taleb pointed out that in March 2020, Bitcoin fell more than the stock market and recovered after a \"massive injection of liquidity\", which was \"enough to prove that it was far from sufficient as a tail hedge against systemic risk.\"</p><p><img src=\"https://static.tigerbbs.com/30e0da554e2da8d5eb64fcf3712c1bfd\" tg-width=\"550\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>: Even if the Delta strain detonates the epidemic, the impact on the US economy will be \"mild\"</b></p><p>Goldman Sachs economists believe that thanks to widespread vaccination, the potential rebound of the epidemic caused by the delta mutant strain will not weaken U.S. consumer spending.</p><p>Goldman Sachs analyst Laura Nicolae wrote in a note to clients that in parts of the region where COVID cases have increased in recent weeks, there are few signs that restaurant reservations and broader consumer spending are slowing, while<a href=\"https://laohu8.com/S/600558\">Atlantic</a>Data from Britain on the other side also shows that the country's recent surge in cases has had little impact on economic activity.</p><p>\"If new cases and deaths reach higher levels, there could be a sharp decline in economic activity,\" Nicolae said. \"But so far, the sensitivity of consumer activity in the United States and the United Kingdom is low, suggesting that the economic impact of the delta strain outbreak will be mild.\"</p><p>COVID-19 cases have increased in many parts of the United States, mainly due to the more contagious delta strain. The largest increases were also seen in areas with the lowest vaccination rates.</p><p>Goldman believes the risk of an economic shutdown and reimposing business restrictions is low due to high vaccination rates, especially among the older population. Despite the rise in cases, high-frequency data at the county and city level, such as restaurant reservations, suggest Americans aren't overly concerned about an increase in infections.</p><p><img src=\"https://static.tigerbbs.com/c444d95666172602a224b1eef836ef99\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to join forces with Goldman Sachs to launch installment payment service benchmark<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>\"Buy now, pay later\"</b></p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Companies are developing a new service that will allow consumers to amortize their spending on Apple Pay, with Affirm Holdings Inc. and<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Holdings Inc. 's Buy Now, Pay Later Service Competition.</p><p>The upcoming service, internally known as Apple Pay Later, will use Goldman Sachs Group Inc. as the lending bank needed for installment payments, the people said. Goldman Sachs has been an Apple credit card partner since 2019, but people familiar with the matter said the new product is not related to Apple credit cards and does not require the use of Apple credit cards.</p><p>The \"buy now, pay later\" service could help drive Apple Pay's popularity and convince more users to use their iPhone to pay for goods instead of standard credit cards. Apple will receive a certain percentage of Apple Pay transactions, bringing more revenue to the company's service business with annual revenue of over $50 billion.</p>","source":"sina_symbol","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>Foreign media headlines: Completely out of control! CPI data explodes, US inflation is unstoppable?</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\">\nForeign media headlines: Completely out of control! CPI data explodes, US inflation is unstoppable?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-07-14 05:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. U.S. consumer prices soared again in June, exceeding economists' expectations</b><b>2. President of the San Francisco Fed: Rising inflation is only a temporary phenomenon, reducing bond purchases may start at the end of the year</b><b>3. The U.S. budget deficit surged to $2.24 trillion in the first nine months of this fiscal year</b><b>4. Author of \"Black Swan\": The value of Bitcoin is \"completely zero\" and not enough to be used as a currency and hedging tool</b><b>5、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>: Even if the Delta strain detonates the epidemic, the impact on the US economy will be \"mild\"</b><b>6、<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Planned joint<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Launch installment payment service benchmarking<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>\"Buy now, pay later\"</b><img src=\"https://static.tigerbbs.com/64c32e4994b5a618b7f8962f4d749841\" tg-width=\"550\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. consumer prices surged again in June more than economists expected</b></p><p>U.S. consumer prices rose more than all economists surveyed expected in June, suggesting that higher commodity and labor costs from the reopening of the economy continue to fuel inflationary pressures.</p><p>According to data released by the U.S. Labor Department on Tuesday, the consumer price index jumped 0.9% month-on-month in June; It surged 5.4% year-on-year, the largest increase since August 2008. Excluding the volatile food and energy components, the so-called core CPI also rose 0.9% month-on-month and 4.5% year-on-year, the largest increase since September 1991.</p><p>Used cars accounted for one-third of the CPI increase in June, the Labor Department said. The sharp increase in CPI was also largely due to a recovery in prices in categories tied to the broader reopening of the economy, including hotel accommodation, car rentals, clothing and airfare, among others.</p><p>The Fed believes these price increases will normalize over time, so inflationary pressures are only temporary.</p><p><img src=\"https://static.tigerbbs.com/0be1a9222227308463aa860babcc8368\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>San Francisco Fed President: Rising inflation is only a temporary phenomenon, reduction of bond purchases may start at the end of the year</b></p><p>Mary Daly, president of the Federal Reserve Bank of San Francisco, believes that the largest increase in CPI since 2008 is likely to be only a temporary impact of the economy's rapid recovery from the epidemic crisis.</p><p>Daly said she is \"bullish\" on how the economy will perform into the fall and believes it is appropriate for the Fed to start discussing tapering the size of monthly asset purchases now, with the tapering starting time likely to occur late this year or early next year.</p><p>Daly said in an interview on Tuesday: \"Now it is appropriate to start talking about tapering asset purchases and reducing some of the easing measures we provide for the economy. We will remain in a very easing position, with low Federal Funds rate, but as the economy starts to gain a foothold, we don't have to keep all our tools.\"</p><p>Data released by the U.S. Department of Labor on Tuesday showed that CPI rose 0.9% month-on-month in June, the largest increase since 2008, and a year-on-year increase of 5.4%. Daly, who has voting rights on the Federal Open Market Committee this year, believes used cars contributed more than a third of the increase in CPI, suggesting that the rise in inflation may be temporary.</p><p><img src=\"https://static.tigerbbs.com/30972f443d50a6365b8e37354d896dce\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><b>U.S. budget deficit surges to $2.24 trillion in the first nine months of this fiscal year</b></p><p>The U.S. budget deficit for the first three quarters of this fiscal year exceeded $2 trillion, and the federal government's full-year budget deficit could be close to last year's record levels, evidencing the ongoing impact of the Covid-19 crisis.</p><p>Data released by the Treasury Department on Tuesday showed a budget deficit of $174 billion in June. This compares to a deficit of $864 billion in June 2020 as the government implemented massive fiscal stimulus to curb the economic devastation of the pandemic.</p><p>While the monthly deficit is shrinking, Republicans in Washington cite the increase in federal debt as a reason to oppose President Joe Biden's plan to increase social spending, the largest in decades, to tackle inequality.</p><p>Even without further spending, the budget deficit will be close to $3 trillion in fiscal 2021, according to estimates from the nonpartisan Congressional Budget Office. The budget deficit for fiscal year 2020 is $3.13 trillion, and the deficit/GDP ratio is the highest since World War II.</p><p><img src=\"https://static.tigerbbs.com/d5b4522b937bc8baee3a12d3aa8053b4\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b>\"Black Swan\" author: Bitcoin's value is \"completely zero\" not enough as a currency and hedge tool</b></p><p>Nassim Taleb, author of the best-selling Black Swan, said in a recent paper that Bitcoin failed to meet its concept as an anarchic currency, a hedge against inflation, and a safe-haven investment.</p><p>\"Few assets in financial history are more vulnerable than Bitcoin,\" Taleb said.</p><p>Taleb had a more positive view of Bitcoin, but in his late June paper entitled \"Bitcoin, Currency, and Fragility,\" he called Bitcoin's value \"completely zero,\" partly because it requires a sustained amount of interest to sustain.</p><p>In contrast, \"gold and other precious metals are essentially maintenance-free, do not degrade, and do not require maintenance to renew their physical properties over time,\" he says.</p><p>Founded in 2008, Bitcoin has always been known for its volatility. Taleb pointed out that in March 2020, Bitcoin fell more than the stock market and recovered after a \"massive injection of liquidity\", which was \"enough to prove that it was far from sufficient as a tail hedge against systemic risk.\"</p><p><img src=\"https://static.tigerbbs.com/30e0da554e2da8d5eb64fcf3712c1bfd\" tg-width=\"550\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>: Even if the Delta strain detonates the epidemic, the impact on the US economy will be \"mild\"</b></p><p>Goldman Sachs economists believe that thanks to widespread vaccination, the potential rebound of the epidemic caused by the delta mutant strain will not weaken U.S. consumer spending.</p><p>Goldman Sachs analyst Laura Nicolae wrote in a note to clients that in parts of the region where COVID cases have increased in recent weeks, there are few signs that restaurant reservations and broader consumer spending are slowing, while<a href=\"https://laohu8.com/S/600558\">Atlantic</a>Data from Britain on the other side also shows that the country's recent surge in cases has had little impact on economic activity.</p><p>\"If new cases and deaths reach higher levels, there could be a sharp decline in economic activity,\" Nicolae said. \"But so far, the sensitivity of consumer activity in the United States and the United Kingdom is low, suggesting that the economic impact of the delta strain outbreak will be mild.\"</p><p>COVID-19 cases have increased in many parts of the United States, mainly due to the more contagious delta strain. The largest increases were also seen in areas with the lowest vaccination rates.</p><p>Goldman believes the risk of an economic shutdown and reimposing business restrictions is low due to high vaccination rates, especially among the older population. Despite the rise in cases, high-frequency data at the county and city level, such as restaurant reservations, suggest Americans aren't overly concerned about an increase in infections.</p><p><img src=\"https://static.tigerbbs.com/c444d95666172602a224b1eef836ef99\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Plans to join forces with Goldman Sachs to launch installment payment service benchmark<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>\"Buy now, pay later\"</b></p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Companies are developing a new service that will allow consumers to amortize their spending on Apple Pay, with Affirm Holdings Inc. and<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Holdings Inc. 's Buy Now, Pay Later Service Competition.</p><p>The upcoming service, internally known as Apple Pay Later, will use Goldman Sachs Group Inc. as the lending bank needed for installment payments, the people said. Goldman Sachs has been an Apple credit card partner since 2019, but people familiar with the matter said the new product is not related to Apple credit cards and does not require the use of Apple credit cards.</p><p>The \"buy now, pay later\" service could help drive Apple Pay's popularity and convince more users to use their iPhone to pay for goods instead of standard credit cards. Apple will receive a certain percentage of Apple Pay transactions, bringing more revenue to the company's service business with annual revenue of over $50 billion.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-07-14/doc-ikqcfnca6705157.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4153df93b18fe423c5d3fa744eb9ee74","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-07-14/doc-ikqcfnca6705157.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151607825","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国6月份消费者价格再次飙升 超过了经济学家的预期\n\n\n2、旧金山联储行长：通胀升高只是暂时现象 减码购债或于年末启动\n\n\n3、美国本财年前九个月预算赤字激增至2.24万亿美元\n\n\n4、《黑天鹅》作者：比特币价值“完全为零” 不足以作为货币和对冲工具\n\n\n5、高盛：Delta毒株即使引爆疫情 对美国经济影响也较“温和”\n\n\n6、苹果计划联合高盛推出分期付款服务 对标PayPal的“先买后付”\n\n\n美国6月份消费者价格再次飙升 超过了经济学家的预期\n6月份美国消费者价格涨幅超过了接受调查的所有经济学家的预期，表明经济重新开放带来的大宗商品和劳动力成本上升继续加剧通胀压力。\n根据美国劳工部周二发布的数据，6月份消费者价格指数环比跃升0.9%；同比则激增5.4%，创下2008年8月以来的最大涨幅。剔除波动较大的食品和能源成分，所谓的核心CPI也环比上涨0.9%，同比上升4.5%，为1991年9月以来最大涨幅。\n劳工部表示，二手车占到了6月份CPI升幅的三分之一。CPI大幅上涨在很大程度上也是由于与经济更广泛重新开放相关的类别出现价格回升，包括酒店住宿、汽车租赁、服装和机票等。\n美联储认为这些物价增长随着时间推移将会正常化，因此通胀压力只是暂时性的。\n\n旧金山联储行长：通胀升高只是暂时现象 减码购债或于年末启动\n旧金山联邦储备银行行长Mary Daly认为，CPI创下2008年以来最大升幅很可能只是经济迅速从疫情危机中复苏而带来的暂时性影响。\nDaly表示，她“看好”经济进入秋季的表现，并认为美联储现在开始讨论缩减每月资产购买规模是合适的，减码启动时间可能发生在今年年底或明年年初。\nDaly周二在接受采访时说：“现在开始谈论缩减资产购买及减少我们为经济提供的一些宽松措施是合适的。我们仍将处于非常宽松的位置，联邦基金利率较低，但随着经济开始站稳脚跟，我们没有必要保留所有工具”。\n美国劳工部周二发布数据显示 ，6月份CPI环比上升0.9%，创下自2008年以来最大增幅，同比涨幅5.4%。今年在联邦公开市场委员会有投票权的Daly认为，二手车贡献了CPI的三分之一以上涨幅，表明通胀上升可能是暂时的。\n\n美国本财年前九个月预算赤字激增至2.24万亿美元\n美国本财年前三季度的预算赤字超过2万亿美元，联邦政府全年预算赤字可能接近去年的创纪录水平，证明了Covid-19危机的持续影响。\n财政部周二公布的数据显示，6月份预算赤字1740亿美元。相比之下，2020年6月的赤字为8640亿美元，因政府实施大规模财政刺激来遏制疫情的经济破坏。\n虽然月度赤字在减少，但华盛顿的共和党人以联邦债务的增加为理由，反对总统乔·拜登数十年来最大规模增加的社会支出、解决不平等问题的计划。\n根据非党派的国会预算办公室的估计，2021财年即使没有进一步支出，预算赤字也将接近3万亿美元。2020财年的预算赤字是3.13万亿美元，赤字/GDP比例为二战以来最高。\n\n《黑天鹅》作者：比特币价值“完全为零” 不足以作为货币和对冲工具\n畅销书《黑天鹅》的作者纳西姆-塔勒布（Nassim Taleb）在最近的一篇论文中表示，比特币未能满足其作为无政府货币、对冲通胀的工具和避险投资的概念。\n“金融史上很少有资产比比特币更脆弱，”塔勒布说。\n塔勒布曾对比特币发表过更积极的看法，但他在6月下旬发表的题为“比特币、货币和脆弱性”的论文中称比特币的价值“完全为零”，部分原因是其需要持续大量的兴趣来维持。\n相比之下，“黄金和其他贵金属基本上无需维护，不会降解，也不需要维护以随着时间的推移更新其物理特性，”他说。\n创建于2008年的比特币一直以波动性著称。塔勒布指出，在2020年3月，比特币的跌幅超过了股市，并在“大量注入流动性后”随之复苏，这“足以证明其远不足以作为针对系统性风险的尾部对冲”。\n\n高盛：Delta毒株即使引爆疫情 对美国经济影响也较“温和”\n高盛经济学家认为，拜疫苗广泛接种所赐，以delta变异毒株引发的潜在疫情反弹不会削弱美国消费支出。\n高盛分析师Laura Nicolae在给客户的报告中写道，在近几周新冠病例增加的部分地区，几乎没有迹象表明餐厅预订和更广泛的消费者支出正在放缓 ，而大西洋彼岸英国的数据也显示，该国最近病例激增对经济活动影响甚微。\n“如果新增病例和死亡人数达到更高水平，经济活动可能会急剧下降，”Nicolae表示。 “但迄今为止，美国和英国消费者活动的敏感性较低，这说明delta毒株爆发疫情对经济影响将是温和的。”\n新冠病例在美国许多地区都出现增加，主要是传染性更强的delta毒株所致。增幅最大的也是疫苗接种率最低的地区。\n高盛认为，由于疫苗接种率很高，特别是在老年人群中，经济停摆和重新实施商业限制的风险较低。尽管病例有所增加，但县和市一级的高频数据（例如餐厅预订）表明美国人并不过分担心感染的增加。\n\n苹果计划联合高盛推出分期付款服务 对标PayPal的“先买后付”\n苹果公司正在开发一项新服务，让消费者可以分期偿还Apple Pay的支出，与Affirm Holdings Inc．和PayPal Holdings Inc．的“先买后付”服务竞争。\n知情人士说，即将推出的这项服务在内部称为Apple Pay Later，将使用高盛集团作为分期付款所需的贷款银行。高盛自2019年以来一直是苹果信用卡的合作伙伴，但知情人士说，新产品与苹果信用卡无关，不需要使用苹果信用卡。\n“先买后付”服务可能有助于推动Apple Pay的普及，并说服更多用户使用iPhone来支付商品，而不是标准信用卡。苹果会从Apple Pay交易中获得一定比例的分成，为该公司年收入超500亿美元的服务业务带来更多收入。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389176320,"gmtCreate":1612746409160,"gmtModify":1704873716862,"author":{"id":"3573460384591971","authorId":"3573460384591971","name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573460384591971","idStr":"3573460384591971"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389176320","repostId":"2109700161","repostType":4,"isVote":1,"tweetType":1,"viewCount":2407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}