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2021-07-26
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Concerns about the "peak growth" of U.S. stocks may ease, and cyclical stocks are expected to regain favor
欣心
2021-07-20
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Fed Watch: Biden may reappoint Powell, inflation concerns mount
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Tom Lee of Fundstrat Global Advisors LLC said stocks that have tumbled amid concerns about the delta variant Novel Coronavirus-such as energy stocks-are poised to rebound this week.</p><p>\"Investors are worried about the impact of the delta variant on economic growth, but this new pressure should not pose a significant market risk,\" Goldman's team wrote on Friday. The team supports \"the allocation of strategic positions in cyclical stocks at risk of pandemic exposure, as well as longer-term investments in high-quality traditional growth stocks.\"</p><p>Despite bullish comments from strategists, market risk aversion remained strong on Monday. U.S. stock futures fell as investors sought a safe haven in U.S. debt.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists also expect cyclical stocks to rebound. Fundstrat's Lee predicts a \"stronger, more widespread risk appetite\" soon.</p><p>There are also some who are cautious. John Briggs, global head of strategy at Natwest Markets, said volatility surrounding economic growth concerns is likely to continue and the market will be in a new range, but trading will be volatile.</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>Concerns about the \"peak growth\" of U.S. stocks may ease, and cyclical stocks are expected to regain favor</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\">\nConcerns about the \"peak growth\" of U.S. stocks may ease, and cyclical stocks are expected to regain favor\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\">2021-07-26 19:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/4300799d778b76756cdf213776b8b53a\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p>Strategists are pushing back on \"growth peak\" concerns in the market, arguing that some stocks related to the restart of the U.S. economy are already oversold.</p><p>David Kostin et al<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The group's strategists wrote in the report that widespread vaccination in the United States is supporting economic growth, and laggards such as airlines and hotels should pick up in the coming months. Tom Lee of Fundstrat Global Advisors LLC said stocks that have tumbled amid concerns about the delta variant Novel Coronavirus-such as energy stocks-are poised to rebound this week.</p><p>\"Investors are worried about the impact of the delta variant on economic growth, but this new pressure should not pose a significant market risk,\" Goldman's team wrote on Friday. The team supports \"the allocation of strategic positions in cyclical stocks at risk of pandemic exposure, as well as longer-term investments in high-quality traditional growth stocks.\"</p><p>Despite bullish comments from strategists, market risk aversion remained strong on Monday. U.S. stock futures fell as investors sought a safe haven in U.S. debt.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists also expect cyclical stocks to rebound. Fundstrat's Lee predicts a \"stronger, more widespread risk appetite\" soon.</p><p>There are also some who are cautious. John Briggs, global head of strategy at Natwest Markets, said volatility surrounding economic growth concerns is likely to continue and the market will be in a new range, but trading will be volatile.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-26/doc-ikqciyzk7766928.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/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-26/doc-ikqciyzk7766928.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120839655","content_text":"策略师正在反驳市场中的“增长见顶”担忧，认为一些与美国经济重启相关的股票已处于超卖状态。\nDavid Kostin等高盛集团的策略师在报告中写道，美国广泛的疫苗接种对经济增长构成支撑，诸如航空公司和酒店等表现落后的领域应会在未来几个月回升。Fundstrat Global Advisors LLC的Tom Lee表示，在delta变种新冠病毒相关担忧之下重挫的股票——例如能源股——本周有望反弹。\n“投资者担心delta变种病毒对经济增长的影响，但这一新压力应该不会构成重大市场风险，”高盛的团队上周五写道。该团队支持“在有疫情暴露风险的周期类股中配置策略性头寸，以及对高质量传统成长股进行更长期的投资。”\n尽管策略师们发出了看涨的点评，但周一市场避险情绪依然浓厚。美国股指期货下跌，投资者寻求在美债中避险。\n摩根大通的策略师们也预计周期性股将反弹。Fundstrat的Lee预测很快就会出现“更强、更普遍的风险偏好”。\n也有一些人持谨慎态度。Natwest Markets的策略部门全球主管John Briggs表示，围绕经济增长担忧的波动可能会继续存在，市场将处于新的区间，但交易会呈震荡格局。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178924107,"gmtCreate":1626784040109,"gmtModify":1703765083452,"author":{"id":"4087344389832800","authorId":"4087344389832800","name":"欣心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087344389832800","authorIdStr":"4087344389832800"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178924107","repostId":"2152669205","repostType":4,"repost":{"id":"2152669205","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1626782823,"share":"https://ttm.financial/m/news/2152669205?lang=en_US&edition=fundamental","pubTime":"2021-07-20 20:07","market":"us","language":"zh","title":"Fed Watch: Biden may reappoint Powell, inflation concerns mount","url":"https://stock-news.laohu8.com/highlight/detail?id=2152669205","media":"英为财情Investing","summary":"美联储对高通胀是暂时性的解读越来越令人难以信服。美联储主席鲍威尔上周在国会作证时承认，通胀水平高于美联储的预期，如果通胀开始失控，他们将毫不犹豫地“调整”货币政策。\n但他重申，由于经济的重新开放，供应","content":"<p><img src=\"https://static.tigerbbs.com/f3c57cc6e9c1b83f50cc789f518b9ca9\" tg-width=\"550\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The Fed's interpretation of high inflation as transitory is increasingly unconvincing. In testimony before Congress last week, Federal Reserve Chairman Jerome Powell acknowledged that inflation was higher than the Fed expected and that they would not hesitate to \"adjust\" monetary policy if inflation started to spiral out of control.</p><p>But he reiterated that price increases due to supply and labor shortages are temporary due to the reopening of the economy.</p><p>The U.S. consumer price index for June released last week showed that the CPI rose by 5.4% compared with the same period last year, the highest level since 2008 and higher than the market expectation of 5%; The month-on-month increase was 0.9%, higher than the previous forecast of 0.5%. After the data was released, lawmakers from both parties asked Powell questions about inflation.</p><p>Inflation may not be temporary</p><p>As Powell's policies gain more attention, questions about the appointment of the Fed chairman are also beginning to emerge. Powell's term expires in early February next year, and the White House typically appoints a new chairman months in advance for Senate confirmation.</p><p>While the vast majority of economists believe that President Biden will follow tradition and continue to appoint Powell as chairman, Robert Kuttner, editor of American Prospect, predicted last week that Biden would appoint a new person. Kuttner was the first to report that Yellen would serve as Treasury Secretary.</p><p>Brown, an Ohio senator and Democrat who chairs the Banking Committee, harshly criticized Powell at a hearing last week, arguing that lax regulation has made banks more unscrupulous. Senator Elizabeth Warren, an influential former presidential candidate, also made the same criticism.</p><p>Last week, Yellen, the last Fed chair, sidestepped a TV reporter's question about reappointing Powell, but she thought the Fed had done a good job.</p><p>After the crisis ended and the economy rebounded strongly, Powell continued to buy assets with all his might, and interest rates were close to zero, which is exactly what Yellen wanted Powell to do.</p><p>However, the independence of the Federal Reserve is beginning to be questioned, as Powell dutifully follows the policies of the previous chairman and members of the Federal Open Market Committee are stuck in a rut.</p><p>Typically, the producer price index is the leading indicator of the consumer price index. The U.S. PPI rose 1.0% month-on-month and 7.3% year-on-year in June. Most banks expect price pressures to persist for some time.</p><p>The evidence suggests that Powell's insistence that inflation is temporary is becoming increasingly untenable. Inflation was supposed to wane as the base effect of low prices a year ago subsided, and the supply shortage that has lasted for months has only temporarily begged the issue.</p><p>The Richmond Fed president told the Wall Street Journal that it is too early for the Fed to consider reducing its current $120 billion monthly bond purchases. Because the employment-to-population ratio was 61.1% before the pandemic hit in February 2020, but it was still only 58% in June, and the data needs to stabilize above 59% before policymakers can discuss tapering bond purchases.</p><p>James Bullard, president of St. Louis Fed, hinted that the time was approaching to start tapering bond purchases. \"I don't need to start moving tomorrow, but I think we're ready,\" he said in an interview.</p><p>Central bank policymakers in other countries are less hesitant. The Bank of Canada announced an expansion to C $3 billion ($2.4 billion) on top of the C $1 billion weekly reduction in bond purchases in April, and said it would cut bond purchases by a further C $1 billion ($784 million) weekly.</p><p>Michael Saunders, an external member of the Bank of England's Monetary Policy Committee, said last week that the Bank of England should take action to curb inflation and signaled that he would vote for reducing bond purchases as early as a meeting early next month.</p><p>This signals policymakers are turning hawkish, while David Ramsden, deputy governor and member of the MPC, also said he was worried about inflation after the UK's CPI rose 2.5% year-on-year in June.</p><p>The two policymakers said they disagreed with central bank governor Andrew Bailey. Bailey insisted that the central bank was right to keep its policy unchanged.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Watch: Biden may reappoint Powell, inflation concerns mount</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\">\nFed Watch: Biden may reappoint Powell, inflation concerns mount\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time smaller\">2021-07-20 20:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/f3c57cc6e9c1b83f50cc789f518b9ca9\" tg-width=\"550\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The Fed's interpretation of high inflation as transitory is increasingly unconvincing. In testimony before Congress last week, Federal Reserve Chairman Jerome Powell acknowledged that inflation was higher than the Fed expected and that they would not hesitate to \"adjust\" monetary policy if inflation started to spiral out of control.</p><p>But he reiterated that price increases due to supply and labor shortages are temporary due to the reopening of the economy.</p><p>The U.S. consumer price index for June released last week showed that the CPI rose by 5.4% compared with the same period last year, the highest level since 2008 and higher than the market expectation of 5%; The month-on-month increase was 0.9%, higher than the previous forecast of 0.5%. After the data was released, lawmakers from both parties asked Powell questions about inflation.</p><p>Inflation may not be temporary</p><p>As Powell's policies gain more attention, questions about the appointment of the Fed chairman are also beginning to emerge. Powell's term expires in early February next year, and the White House typically appoints a new chairman months in advance for Senate confirmation.</p><p>While the vast majority of economists believe that President Biden will follow tradition and continue to appoint Powell as chairman, Robert Kuttner, editor of American Prospect, predicted last week that Biden would appoint a new person. Kuttner was the first to report that Yellen would serve as Treasury Secretary.</p><p>Brown, an Ohio senator and Democrat who chairs the Banking Committee, harshly criticized Powell at a hearing last week, arguing that lax regulation has made banks more unscrupulous. Senator Elizabeth Warren, an influential former presidential candidate, also made the same criticism.</p><p>Last week, Yellen, the last Fed chair, sidestepped a TV reporter's question about reappointing Powell, but she thought the Fed had done a good job.</p><p>After the crisis ended and the economy rebounded strongly, Powell continued to buy assets with all his might, and interest rates were close to zero, which is exactly what Yellen wanted Powell to do.</p><p>However, the independence of the Federal Reserve is beginning to be questioned, as Powell dutifully follows the policies of the previous chairman and members of the Federal Open Market Committee are stuck in a rut.</p><p>Typically, the producer price index is the leading indicator of the consumer price index. The U.S. PPI rose 1.0% month-on-month and 7.3% year-on-year in June. Most banks expect price pressures to persist for some time.</p><p>The evidence suggests that Powell's insistence that inflation is temporary is becoming increasingly untenable. Inflation was supposed to wane as the base effect of low prices a year ago subsided, and the supply shortage that has lasted for months has only temporarily begged the issue.</p><p>The Richmond Fed president told the Wall Street Journal that it is too early for the Fed to consider reducing its current $120 billion monthly bond purchases. Because the employment-to-population ratio was 61.1% before the pandemic hit in February 2020, but it was still only 58% in June, and the data needs to stabilize above 59% before policymakers can discuss tapering bond purchases.</p><p>James Bullard, president of St. Louis Fed, hinted that the time was approaching to start tapering bond purchases. \"I don't need to start moving tomorrow, but I think we're ready,\" he said in an interview.</p><p>Central bank policymakers in other countries are less hesitant. The Bank of Canada announced an expansion to C $3 billion ($2.4 billion) on top of the C $1 billion weekly reduction in bond purchases in April, and said it would cut bond purchases by a further C $1 billion ($784 million) weekly.</p><p>Michael Saunders, an external member of the Bank of England's Monetary Policy Committee, said last week that the Bank of England should take action to curb inflation and signaled that he would vote for reducing bond purchases as early as a meeting early next month.</p><p>This signals policymakers are turning hawkish, while David Ramsden, deputy governor and member of the MPC, also said he was worried about inflation after the UK's CPI rose 2.5% year-on-year in June.</p><p>The two policymakers said they disagreed with central bank governor Andrew Bailey. Bailey insisted that the central bank was right to keep its policy unchanged.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3c57cc6e9c1b83f50cc789f518b9ca9","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","SDOW":"三倍做空道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","TQQQ":"纳指三倍做多ETF","DDM":"2倍做多道指ETF-ProShares","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","DJX":"1/100道琼斯",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","SH":"做空标普500-Proshares","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152669205","content_text":"美联储对高通胀是暂时性的解读越来越令人难以信服。美联储主席鲍威尔上周在国会作证时承认，通胀水平高于美联储的预期，如果通胀开始失控，他们将毫不犹豫地“调整”货币政策。\n但他重申，由于经济的重新开放，供应和劳动力短缺导致的物价上涨是暂时的。\n上周公布的美国6月份消费者价格指数显示，CPI较上年同期上涨5.4%，为2008年以来的最高水平，也高于5%的市场预期；环比则增长0.9%，高于此前预测的0.5%。数据公布后，两党议员纷纷就通胀问题向鲍威尔提问。\n通胀或许不是暂时的\n随着鲍威尔的政策获得更多关注，有关美联储主席任命的问题也开始浮现。鲍威尔的任期将于明年2月初到期，白宫通常会提前几个月任命新主席，以便参议院确认。\n虽然绝大多数经济学家认为，拜登总统将遵循传统，继续任命鲍威尔为主席，但《美国前景》的编辑Robert Kuttner上周预测，拜登将任命新的人选。Kuttner是第一个报道耶伦将担任财政部长的人。\n俄亥俄州参议员、银行委员会主席、民主党人布朗在上周的听证会上严厉批评了鲍威尔，他认为宽松的监管使得银行变得更加肆无忌惮。颇具影响力的前总统候选人、参议员伊丽莎白·沃伦也提出了同样的批评。\n上周，上一届美联储主席耶伦回避了一位电视记者关于再次任命鲍威尔的提问，但她认为美联储已经做得很好。\n在危机结束、经济强劲反弹后，鲍威尔继续全力购买资产，利率接近于零，这也正是耶伦想要鲍威尔做的。\n但是，美联储的独立性开始受到怀疑，因为鲍威尔尽职地跟随前任主席的政策，而联邦公开市场委员会的成员们也都墨守成规。\n通常，生产者价格指数是消费者价格指数的先行指标。美国6月份PPI环比上涨1.0%，同比上涨7.3%。大多数银行预计价格压力还将持续一段时间。\n这些证据表明，鲍威尔坚称通胀是暂时的说法正变得越来越站不住脚。随着一年前价格低迷的基数效应消退，通胀本应该减弱，而持续数月的供应短缺只是暂时回避了这个问题。\n里士满联储主席对《华尔街日报》表示，美联储现在考虑减少目前每月1，200亿美元的债券购买规模还为时过早。因为在2020年2月大流行爆发前，就业与人口的比率为61.1%，但6月份仍只有58%，该数据需要稳定到59%以上政策制定者才能讨论缩减购债。\n圣路易斯联储主席詹姆斯•布拉德暗示，开始缩减债券购买规模的时机已经临近。他在一次采访中说：“我不需要明天就开始行动，但我认为我们已经做好了准备。”\n其他国家的央行决策者就没有那么犹豫不决了。加拿大央行宣布在4月份每周削减购债10亿加元的基础上扩大至30亿加元（合24亿美元），并在表示每周将进一步削减购债10亿加元（合7.84亿美元）。\n英国央行货币政策委员会外部成员Michael Saunders上周表示，英国央行应采取行动遏制通胀，并暗示他最早将在下月初的会议上投票支持减少债券购买。\n这标志着政策制定者正在转向鹰派，同时MPC的副行长兼成员David Ramsden也表示，在英国6月份CPI同比增长2.5%后，他对通货膨胀感到担忧。\n两位政策制定者表示，他们不同意央行行长Andrew Bailey的看法。Bailey坚持认为，央行保持政策不变是正确的。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"MNQmain":0.9,"SH":0.9,"SDOW":0.9,".DJI":0.9,"DXD":0.9,"TQQQ":0.9,"DDM":0.9,"QQQ":0.9,".IXIC":0.9,"IVV":0.9,"SDS":0.9,"QID":0.9,"SQQQ":0.9,".SPX":0.9,"DOG":0.9,"UDOW":0.9,"PSQ":0.9,"DJX":0.9,"QLD":0.9,"NQmain":0.9,"SPY":0.9,"SPXU":0.9,"OEX":0.9,"OEF":0.9,"ESmain":0.9,"SSO":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":800646559,"gmtCreate":1627301287871,"gmtModify":1703487094731,"author":{"id":"4087344389832800","authorId":"4087344389832800","name":"欣心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087344389832800","authorIdStr":"4087344389832800"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800646559","repostId":"1120839655","repostType":4,"repost":{"id":"1120839655","kind":"news","pubTimestamp":1627298782,"share":"https://ttm.financial/m/news/1120839655?lang=en_US&edition=fundamental","pubTime":"2021-07-26 19:26","market":"us","language":"zh","title":"Concerns about the \"peak growth\" of U.S. stocks may ease, and cyclical stocks are expected to regain favor","url":"https://stock-news.laohu8.com/highlight/detail?id=1120839655","media":"新浪财经","summary":"策略师正在反驳市场中的“增长见顶”担忧，认为一些与美国经济重启相关的股票已处于超卖状态。\nDavid Kostin等高盛集团的策略师在报告中写道，美国广泛的疫苗接种对经济增长构成支撑，诸如航空公司和酒","content":"<p><img src=\"https://static.tigerbbs.com/4300799d778b76756cdf213776b8b53a\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p>Strategists are pushing back on \"growth peak\" concerns in the market, arguing that some stocks related to the restart of the U.S. economy are already oversold.</p><p>David Kostin et al<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The group's strategists wrote in the report that widespread vaccination in the United States is supporting economic growth, and laggards such as airlines and hotels should pick up in the coming months. Tom Lee of Fundstrat Global Advisors LLC said stocks that have tumbled amid concerns about the delta variant Novel Coronavirus-such as energy stocks-are poised to rebound this week.</p><p>\"Investors are worried about the impact of the delta variant on economic growth, but this new pressure should not pose a significant market risk,\" Goldman's team wrote on Friday. The team supports \"the allocation of strategic positions in cyclical stocks at risk of pandemic exposure, as well as longer-term investments in high-quality traditional growth stocks.\"</p><p>Despite bullish comments from strategists, market risk aversion remained strong on Monday. U.S. stock futures fell as investors sought a safe haven in U.S. debt.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists also expect cyclical stocks to rebound. Fundstrat's Lee predicts a \"stronger, more widespread risk appetite\" soon.</p><p>There are also some who are cautious. John Briggs, global head of strategy at Natwest Markets, said volatility surrounding economic growth concerns is likely to continue and the market will be in a new range, but trading will be volatile.</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>Concerns about the \"peak growth\" of U.S. stocks may ease, and cyclical stocks are expected to regain favor</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\">\nConcerns about the \"peak growth\" of U.S. stocks may ease, and cyclical stocks are expected to regain favor\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\">2021-07-26 19:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/4300799d778b76756cdf213776b8b53a\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p>Strategists are pushing back on \"growth peak\" concerns in the market, arguing that some stocks related to the restart of the U.S. economy are already oversold.</p><p>David Kostin et al<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The group's strategists wrote in the report that widespread vaccination in the United States is supporting economic growth, and laggards such as airlines and hotels should pick up in the coming months. Tom Lee of Fundstrat Global Advisors LLC said stocks that have tumbled amid concerns about the delta variant Novel Coronavirus-such as energy stocks-are poised to rebound this week.</p><p>\"Investors are worried about the impact of the delta variant on economic growth, but this new pressure should not pose a significant market risk,\" Goldman's team wrote on Friday. The team supports \"the allocation of strategic positions in cyclical stocks at risk of pandemic exposure, as well as longer-term investments in high-quality traditional growth stocks.\"</p><p>Despite bullish comments from strategists, market risk aversion remained strong on Monday. U.S. stock futures fell as investors sought a safe haven in U.S. debt.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategists also expect cyclical stocks to rebound. Fundstrat's Lee predicts a \"stronger, more widespread risk appetite\" soon.</p><p>There are also some who are cautious. John Briggs, global head of strategy at Natwest Markets, said volatility surrounding economic growth concerns is likely to continue and the market will be in a new range, but trading will be volatile.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-26/doc-ikqciyzk7766928.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/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-26/doc-ikqciyzk7766928.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120839655","content_text":"策略师正在反驳市场中的“增长见顶”担忧，认为一些与美国经济重启相关的股票已处于超卖状态。\nDavid Kostin等高盛集团的策略师在报告中写道，美国广泛的疫苗接种对经济增长构成支撑，诸如航空公司和酒店等表现落后的领域应会在未来几个月回升。Fundstrat Global Advisors LLC的Tom Lee表示，在delta变种新冠病毒相关担忧之下重挫的股票——例如能源股——本周有望反弹。\n“投资者担心delta变种病毒对经济增长的影响，但这一新压力应该不会构成重大市场风险，”高盛的团队上周五写道。该团队支持“在有疫情暴露风险的周期类股中配置策略性头寸，以及对高质量传统成长股进行更长期的投资。”\n尽管策略师们发出了看涨的点评，但周一市场避险情绪依然浓厚。美国股指期货下跌，投资者寻求在美债中避险。\n摩根大通的策略师们也预计周期性股将反弹。Fundstrat的Lee预测很快就会出现“更强、更普遍的风险偏好”。\n也有一些人持谨慎态度。Natwest Markets的策略部门全球主管John Briggs表示，围绕经济增长担忧的波动可能会继续存在，市场将处于新的区间，但交易会呈震荡格局。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178924107,"gmtCreate":1626784040109,"gmtModify":1703765083452,"author":{"id":"4087344389832800","authorId":"4087344389832800","name":"欣心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087344389832800","authorIdStr":"4087344389832800"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178924107","repostId":"2152669205","repostType":4,"repost":{"id":"2152669205","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1626782823,"share":"https://ttm.financial/m/news/2152669205?lang=en_US&edition=fundamental","pubTime":"2021-07-20 20:07","market":"us","language":"zh","title":"Fed Watch: Biden may reappoint Powell, inflation concerns mount","url":"https://stock-news.laohu8.com/highlight/detail?id=2152669205","media":"英为财情Investing","summary":"美联储对高通胀是暂时性的解读越来越令人难以信服。美联储主席鲍威尔上周在国会作证时承认，通胀水平高于美联储的预期，如果通胀开始失控，他们将毫不犹豫地“调整”货币政策。\n但他重申，由于经济的重新开放，供应","content":"<p><img src=\"https://static.tigerbbs.com/f3c57cc6e9c1b83f50cc789f518b9ca9\" tg-width=\"550\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The Fed's interpretation of high inflation as transitory is increasingly unconvincing. In testimony before Congress last week, Federal Reserve Chairman Jerome Powell acknowledged that inflation was higher than the Fed expected and that they would not hesitate to \"adjust\" monetary policy if inflation started to spiral out of control.</p><p>But he reiterated that price increases due to supply and labor shortages are temporary due to the reopening of the economy.</p><p>The U.S. consumer price index for June released last week showed that the CPI rose by 5.4% compared with the same period last year, the highest level since 2008 and higher than the market expectation of 5%; The month-on-month increase was 0.9%, higher than the previous forecast of 0.5%. After the data was released, lawmakers from both parties asked Powell questions about inflation.</p><p>Inflation may not be temporary</p><p>As Powell's policies gain more attention, questions about the appointment of the Fed chairman are also beginning to emerge. Powell's term expires in early February next year, and the White House typically appoints a new chairman months in advance for Senate confirmation.</p><p>While the vast majority of economists believe that President Biden will follow tradition and continue to appoint Powell as chairman, Robert Kuttner, editor of American Prospect, predicted last week that Biden would appoint a new person. Kuttner was the first to report that Yellen would serve as Treasury Secretary.</p><p>Brown, an Ohio senator and Democrat who chairs the Banking Committee, harshly criticized Powell at a hearing last week, arguing that lax regulation has made banks more unscrupulous. Senator Elizabeth Warren, an influential former presidential candidate, also made the same criticism.</p><p>Last week, Yellen, the last Fed chair, sidestepped a TV reporter's question about reappointing Powell, but she thought the Fed had done a good job.</p><p>After the crisis ended and the economy rebounded strongly, Powell continued to buy assets with all his might, and interest rates were close to zero, which is exactly what Yellen wanted Powell to do.</p><p>However, the independence of the Federal Reserve is beginning to be questioned, as Powell dutifully follows the policies of the previous chairman and members of the Federal Open Market Committee are stuck in a rut.</p><p>Typically, the producer price index is the leading indicator of the consumer price index. The U.S. PPI rose 1.0% month-on-month and 7.3% year-on-year in June. Most banks expect price pressures to persist for some time.</p><p>The evidence suggests that Powell's insistence that inflation is temporary is becoming increasingly untenable. Inflation was supposed to wane as the base effect of low prices a year ago subsided, and the supply shortage that has lasted for months has only temporarily begged the issue.</p><p>The Richmond Fed president told the Wall Street Journal that it is too early for the Fed to consider reducing its current $120 billion monthly bond purchases. Because the employment-to-population ratio was 61.1% before the pandemic hit in February 2020, but it was still only 58% in June, and the data needs to stabilize above 59% before policymakers can discuss tapering bond purchases.</p><p>James Bullard, president of St. Louis Fed, hinted that the time was approaching to start tapering bond purchases. \"I don't need to start moving tomorrow, but I think we're ready,\" he said in an interview.</p><p>Central bank policymakers in other countries are less hesitant. The Bank of Canada announced an expansion to C $3 billion ($2.4 billion) on top of the C $1 billion weekly reduction in bond purchases in April, and said it would cut bond purchases by a further C $1 billion ($784 million) weekly.</p><p>Michael Saunders, an external member of the Bank of England's Monetary Policy Committee, said last week that the Bank of England should take action to curb inflation and signaled that he would vote for reducing bond purchases as early as a meeting early next month.</p><p>This signals policymakers are turning hawkish, while David Ramsden, deputy governor and member of the MPC, also said he was worried about inflation after the UK's CPI rose 2.5% year-on-year in June.</p><p>The two policymakers said they disagreed with central bank governor Andrew Bailey. Bailey insisted that the central bank was right to keep its policy unchanged.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Watch: Biden may reappoint Powell, inflation concerns mount</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\">\nFed Watch: Biden may reappoint Powell, inflation concerns mount\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time smaller\">2021-07-20 20:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/f3c57cc6e9c1b83f50cc789f518b9ca9\" tg-width=\"550\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The Fed's interpretation of high inflation as transitory is increasingly unconvincing. In testimony before Congress last week, Federal Reserve Chairman Jerome Powell acknowledged that inflation was higher than the Fed expected and that they would not hesitate to \"adjust\" monetary policy if inflation started to spiral out of control.</p><p>But he reiterated that price increases due to supply and labor shortages are temporary due to the reopening of the economy.</p><p>The U.S. consumer price index for June released last week showed that the CPI rose by 5.4% compared with the same period last year, the highest level since 2008 and higher than the market expectation of 5%; The month-on-month increase was 0.9%, higher than the previous forecast of 0.5%. After the data was released, lawmakers from both parties asked Powell questions about inflation.</p><p>Inflation may not be temporary</p><p>As Powell's policies gain more attention, questions about the appointment of the Fed chairman are also beginning to emerge. Powell's term expires in early February next year, and the White House typically appoints a new chairman months in advance for Senate confirmation.</p><p>While the vast majority of economists believe that President Biden will follow tradition and continue to appoint Powell as chairman, Robert Kuttner, editor of American Prospect, predicted last week that Biden would appoint a new person. Kuttner was the first to report that Yellen would serve as Treasury Secretary.</p><p>Brown, an Ohio senator and Democrat who chairs the Banking Committee, harshly criticized Powell at a hearing last week, arguing that lax regulation has made banks more unscrupulous. Senator Elizabeth Warren, an influential former presidential candidate, also made the same criticism.</p><p>Last week, Yellen, the last Fed chair, sidestepped a TV reporter's question about reappointing Powell, but she thought the Fed had done a good job.</p><p>After the crisis ended and the economy rebounded strongly, Powell continued to buy assets with all his might, and interest rates were close to zero, which is exactly what Yellen wanted Powell to do.</p><p>However, the independence of the Federal Reserve is beginning to be questioned, as Powell dutifully follows the policies of the previous chairman and members of the Federal Open Market Committee are stuck in a rut.</p><p>Typically, the producer price index is the leading indicator of the consumer price index. The U.S. PPI rose 1.0% month-on-month and 7.3% year-on-year in June. Most banks expect price pressures to persist for some time.</p><p>The evidence suggests that Powell's insistence that inflation is temporary is becoming increasingly untenable. Inflation was supposed to wane as the base effect of low prices a year ago subsided, and the supply shortage that has lasted for months has only temporarily begged the issue.</p><p>The Richmond Fed president told the Wall Street Journal that it is too early for the Fed to consider reducing its current $120 billion monthly bond purchases. Because the employment-to-population ratio was 61.1% before the pandemic hit in February 2020, but it was still only 58% in June, and the data needs to stabilize above 59% before policymakers can discuss tapering bond purchases.</p><p>James Bullard, president of St. Louis Fed, hinted that the time was approaching to start tapering bond purchases. \"I don't need to start moving tomorrow, but I think we're ready,\" he said in an interview.</p><p>Central bank policymakers in other countries are less hesitant. The Bank of Canada announced an expansion to C $3 billion ($2.4 billion) on top of the C $1 billion weekly reduction in bond purchases in April, and said it would cut bond purchases by a further C $1 billion ($784 million) weekly.</p><p>Michael Saunders, an external member of the Bank of England's Monetary Policy Committee, said last week that the Bank of England should take action to curb inflation and signaled that he would vote for reducing bond purchases as early as a meeting early next month.</p><p>This signals policymakers are turning hawkish, while David Ramsden, deputy governor and member of the MPC, also said he was worried about inflation after the UK's CPI rose 2.5% year-on-year in June.</p><p>The two policymakers said they disagreed with central bank governor Andrew Bailey. Bailey insisted that the central bank was right to keep its policy unchanged.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3c57cc6e9c1b83f50cc789f518b9ca9","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","SDOW":"三倍做空道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","TQQQ":"纳指三倍做多ETF","DDM":"2倍做多道指ETF-ProShares","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","DJX":"1/100道琼斯",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","SH":"做空标普500-Proshares","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152669205","content_text":"美联储对高通胀是暂时性的解读越来越令人难以信服。美联储主席鲍威尔上周在国会作证时承认，通胀水平高于美联储的预期，如果通胀开始失控，他们将毫不犹豫地“调整”货币政策。\n但他重申，由于经济的重新开放，供应和劳动力短缺导致的物价上涨是暂时的。\n上周公布的美国6月份消费者价格指数显示，CPI较上年同期上涨5.4%，为2008年以来的最高水平，也高于5%的市场预期；环比则增长0.9%，高于此前预测的0.5%。数据公布后，两党议员纷纷就通胀问题向鲍威尔提问。\n通胀或许不是暂时的\n随着鲍威尔的政策获得更多关注，有关美联储主席任命的问题也开始浮现。鲍威尔的任期将于明年2月初到期，白宫通常会提前几个月任命新主席，以便参议院确认。\n虽然绝大多数经济学家认为，拜登总统将遵循传统，继续任命鲍威尔为主席，但《美国前景》的编辑Robert Kuttner上周预测，拜登将任命新的人选。Kuttner是第一个报道耶伦将担任财政部长的人。\n俄亥俄州参议员、银行委员会主席、民主党人布朗在上周的听证会上严厉批评了鲍威尔，他认为宽松的监管使得银行变得更加肆无忌惮。颇具影响力的前总统候选人、参议员伊丽莎白·沃伦也提出了同样的批评。\n上周，上一届美联储主席耶伦回避了一位电视记者关于再次任命鲍威尔的提问，但她认为美联储已经做得很好。\n在危机结束、经济强劲反弹后，鲍威尔继续全力购买资产，利率接近于零，这也正是耶伦想要鲍威尔做的。\n但是，美联储的独立性开始受到怀疑，因为鲍威尔尽职地跟随前任主席的政策，而联邦公开市场委员会的成员们也都墨守成规。\n通常，生产者价格指数是消费者价格指数的先行指标。美国6月份PPI环比上涨1.0%，同比上涨7.3%。大多数银行预计价格压力还将持续一段时间。\n这些证据表明，鲍威尔坚称通胀是暂时的说法正变得越来越站不住脚。随着一年前价格低迷的基数效应消退，通胀本应该减弱，而持续数月的供应短缺只是暂时回避了这个问题。\n里士满联储主席对《华尔街日报》表示，美联储现在考虑减少目前每月1，200亿美元的债券购买规模还为时过早。因为在2020年2月大流行爆发前，就业与人口的比率为61.1%，但6月份仍只有58%，该数据需要稳定到59%以上政策制定者才能讨论缩减购债。\n圣路易斯联储主席詹姆斯•布拉德暗示，开始缩减债券购买规模的时机已经临近。他在一次采访中说：“我不需要明天就开始行动，但我认为我们已经做好了准备。”\n其他国家的央行决策者就没有那么犹豫不决了。加拿大央行宣布在4月份每周削减购债10亿加元的基础上扩大至30亿加元（合24亿美元），并在表示每周将进一步削减购债10亿加元（合7.84亿美元）。\n英国央行货币政策委员会外部成员Michael Saunders上周表示，英国央行应采取行动遏制通胀，并暗示他最早将在下月初的会议上投票支持减少债券购买。\n这标志着政策制定者正在转向鹰派，同时MPC的副行长兼成员David Ramsden也表示，在英国6月份CPI同比增长2.5%后，他对通货膨胀感到担忧。\n两位政策制定者表示，他们不同意央行行长Andrew Bailey的看法。Bailey坚持认为，央行保持政策不变是正确的。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"MNQmain":0.9,"SH":0.9,"SDOW":0.9,".DJI":0.9,"DXD":0.9,"TQQQ":0.9,"DDM":0.9,"QQQ":0.9,".IXIC":0.9,"IVV":0.9,"SDS":0.9,"QID":0.9,"SQQQ":0.9,".SPX":0.9,"DOG":0.9,"UDOW":0.9,"PSQ":0.9,"DJX":0.9,"QLD":0.9,"NQmain":0.9,"SPY":0.9,"SPXU":0.9,"OEX":0.9,"OEF":0.9,"ESmain":0.9,"SSO":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
