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Khaw MY
2022-08-19
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Khaw MY
2022-08-13
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The Market Is Acting Like Peak Inflation Is Over. Not So Fast
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Not So Fast","url":"https://stock-news.laohu8.com/highlight/detail?id=2259720034","media":"Dow Jones","summary":"Wall Street got a dose of good news this week. It also got a little ahead of itself.Inflation slowed","content":"<html><head></head><body><p>Wall Street got a dose of good news this week. It also got a little ahead of itself.</p><p>Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.</p><p>That news sent the S&P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.</p><p>It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve's target of 2%, and the Fed is likely to continue tightening until it is under control.</p><p>Even if inflation has peaked, it's likely to remain stubbornly high. "One good print isn't going to change the Fed's modus operandi," Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron's. "The last thing they want to do is take the foot off the brake and have inflation come ripping back."</p><p>There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday's rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.</p><p>"The more you think tech is going to run, the more you have to think the Fed is going to have to tighten," says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that's also seen in other economic data.</p><p>July's jobs report blew past economists' expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.</p><p>There's the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.</p><p>It's tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. "If China's economy is at six or eight cylinders and commodities are lagging, we've got something," he says. "We're at one or two cylinders." Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.</p><p>Given the market's tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.</p><p>With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.</p><p>Those sectors may also see volatility, but demand won't dwindle dramatically in a downturn.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Market Is Acting Like Peak Inflation Is Over. Not So Fast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Market Is Acting Like Peak Inflation Is Over. Not So Fast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-13 08:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street got a dose of good news this week. It also got a little ahead of itself.</p><p>Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.</p><p>That news sent the S&P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.</p><p>It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve's target of 2%, and the Fed is likely to continue tightening until it is under control.</p><p>Even if inflation has peaked, it's likely to remain stubbornly high. "One good print isn't going to change the Fed's modus operandi," Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron's. "The last thing they want to do is take the foot off the brake and have inflation come ripping back."</p><p>There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday's rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.</p><p>"The more you think tech is going to run, the more you have to think the Fed is going to have to tighten," says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that's also seen in other economic data.</p><p>July's jobs report blew past economists' expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.</p><p>There's the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.</p><p>It's tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. "If China's economy is at six or eight cylinders and commodities are lagging, we've got something," he says. "We're at one or two cylinders." Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.</p><p>Given the market's tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.</p><p>With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.</p><p>Those sectors may also see volatility, but demand won't dwindle dramatically in a downturn.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FAST":"快扣","BK4104":"贸易公司与经销商","SKIS":"Peak Resorts, Inc.","BK4567":"ESG概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259720034","content_text":"Wall Street got a dose of good news this week. It also got a little ahead of itself.Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.That news sent the S&P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve's target of 2%, and the Fed is likely to continue tightening until it is under control.Even if inflation has peaked, it's likely to remain stubbornly high. \"One good print isn't going to change the Fed's modus operandi,\" Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron's. \"The last thing they want to do is take the foot off the brake and have inflation come ripping back.\"There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday's rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.\"The more you think tech is going to run, the more you have to think the Fed is going to have to tighten,\" says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that's also seen in other economic data.July's jobs report blew past economists' expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.There's the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.It's tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. \"If China's economy is at six or eight cylinders and commodities are lagging, we've got something,\" he says. \"We're at one or two cylinders.\" Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.Given the market's tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.Those sectors may also see volatility, but demand won't dwindle dramatically in a downturn.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9990267598,"gmtCreate":1660357843517,"gmtModify":1676533458152,"author":{"id":"4094993085363070","authorId":"4094993085363070","name":"Khaw MY","avatar":"https://community-static.tradeup.com/news/fbfc383ef3a04b1c339333b2827c48ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094993085363070","authorIdStr":"4094993085363070"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990267598","repostId":"2259720034","repostType":2,"repost":{"id":"2259720034","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1660351621,"share":"https://ttm.financial/m/news/2259720034?lang=&edition=fundamental","pubTime":"2022-08-13 08:47","market":"us","language":"en","title":"The Market Is Acting Like Peak Inflation Is Over. Not So Fast","url":"https://stock-news.laohu8.com/highlight/detail?id=2259720034","media":"Dow Jones","summary":"Wall Street got a dose of good news this week. It also got a little ahead of itself.Inflation slowed","content":"<html><head></head><body><p>Wall Street got a dose of good news this week. It also got a little ahead of itself.</p><p>Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.</p><p>That news sent the S&P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.</p><p>It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve's target of 2%, and the Fed is likely to continue tightening until it is under control.</p><p>Even if inflation has peaked, it's likely to remain stubbornly high. "One good print isn't going to change the Fed's modus operandi," Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron's. "The last thing they want to do is take the foot off the brake and have inflation come ripping back."</p><p>There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday's rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.</p><p>"The more you think tech is going to run, the more you have to think the Fed is going to have to tighten," says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that's also seen in other economic data.</p><p>July's jobs report blew past economists' expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.</p><p>There's the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.</p><p>It's tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. "If China's economy is at six or eight cylinders and commodities are lagging, we've got something," he says. "We're at one or two cylinders." Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.</p><p>Given the market's tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.</p><p>With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.</p><p>Those sectors may also see volatility, but demand won't dwindle dramatically in a downturn.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Market Is Acting Like Peak Inflation Is Over. Not So Fast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Market Is Acting Like Peak Inflation Is Over. Not So Fast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-13 08:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street got a dose of good news this week. It also got a little ahead of itself.</p><p>Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.</p><p>That news sent the S&P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.</p><p>It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve's target of 2%, and the Fed is likely to continue tightening until it is under control.</p><p>Even if inflation has peaked, it's likely to remain stubbornly high. "One good print isn't going to change the Fed's modus operandi," Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron's. "The last thing they want to do is take the foot off the brake and have inflation come ripping back."</p><p>There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday's rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.</p><p>"The more you think tech is going to run, the more you have to think the Fed is going to have to tighten," says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that's also seen in other economic data.</p><p>July's jobs report blew past economists' expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.</p><p>There's the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.</p><p>It's tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. "If China's economy is at six or eight cylinders and commodities are lagging, we've got something," he says. "We're at one or two cylinders." Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.</p><p>Given the market's tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.</p><p>With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.</p><p>Those sectors may also see volatility, but demand won't dwindle dramatically in a downturn.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FAST":"快扣","BK4104":"贸易公司与经销商","SKIS":"Peak Resorts, Inc.","BK4567":"ESG概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259720034","content_text":"Wall Street got a dose of good news this week. It also got a little ahead of itself.Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.That news sent the S&P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve's target of 2%, and the Fed is likely to continue tightening until it is under control.Even if inflation has peaked, it's likely to remain stubbornly high. \"One good print isn't going to change the Fed's modus operandi,\" Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron's. \"The last thing they want to do is take the foot off the brake and have inflation come ripping back.\"There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday's rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.\"The more you think tech is going to run, the more you have to think the Fed is going to have to tighten,\" says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that's also seen in other economic data.July's jobs report blew past economists' expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.There's the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.It's tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. \"If China's economy is at six or eight cylinders and commodities are lagging, we've got something,\" he says. \"We're at one or two cylinders.\" Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.Given the market's tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.Those sectors may also see volatility, but demand won't dwindle dramatically in a downturn.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991448676,"gmtCreate":1660873558098,"gmtModify":1676536416054,"author":{"id":"4094993085363070","authorId":"4094993085363070","name":"Khaw MY","avatar":"https://community-static.tradeup.com/news/fbfc383ef3a04b1c339333b2827c48ae","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094993085363070","authorIdStr":"4094993085363070"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991448676","repostId":"2260357277","repostType":4,"repost":{"id":"2260357277","kind":"highlight","pubTimestamp":1660870172,"share":"https://ttm.financial/m/news/2260357277?lang=&edition=fundamental","pubTime":"2022-08-19 08:49","market":"us","language":"en","title":"Billionaire Stanley Druckenmiller Just Doubled Down on Palantir Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2260357277","media":"InvestorPlace","summary":"Palantir has been crushed from its highs, with PLTR stock still down about 60% over the past 12 mont","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> has been crushed from its highs, with PLTR stock still down about 60% over the past 12 months.</li><li>In the first quarter, Stanley Druckenmiller doubled his stake in Palantir, then added to it again the second quarter.</li><li>Now a top-10 holding in his portfolio, bulls are looking for a turn.</li></ul><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> is not faring that well on Thursday, down about 3%. PLTR stock has struggled all week, currently down almost 8%. That’s even as Stanley Druckenmiller again added to his long position in the stock.</p><p>Investors might assume that a billionaire investor upping their stake is a bullish statement. And it <i>is</i> a bullish statement, particularly when we’re talking about Stanley Druckenmiller, one of the best investors of our time.</p><p>According to the latest Form 13F, Druckenmiller’s family office — Duquesne Family Office — recently upped its position in PLTR stock. Specifically, the firm grew its position by more than 27% to 4.26 million shares. That makes it a top-10 holding in Duquesne’s portfolio. It’s not Druckenmiller’s first notable increase in the stock, either.</p><p>In May, Duquesne’s Form 13F showed that the firm more than <i>doubled</i> its position in PLTR stock. That’s quite a bit of confidence from Druckenmiller & Co. considering how poorly the market behaved in the first half of 2022.</p><p>Will It Move the Needle for PLTR Stock?</p><p>Unfortunately, Druckenmiller keeps increasing his firm’s stake, but PLTR stock is not responding with a bullish reaction. Shares went on a strong rally from the May low, ultimately climbing 80% to last month’s high.</p><p>Still, shares are not behaving well, currently down about 20% from last month’s high. A two-day, 19% decline earlier this month didn’t help matters after the company reported earnings.</p><p>While PLTR enjoyed a decent bounce after that initial pullback, shares are back toward the post-earnings low. The decline came after the company reported a top-line beat, but a bottom-line miss. Worse, guidance for the third quarter and full year came up short of expectations.</p><p>Druckenmiller is a legendary fund manager. However, he has a cost basis of roughly $18 a share on PLTR stock as of the end of the second quarter. Meanwhile, the stock is still down about 80% from the all-time high and 61.8% over the past year.</p><p>Perhaps there is value down here, but trading at almost 10 times this year’s revenue may not entice a lot of investors.</p></body></html>","source":"investorplace","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>Billionaire Stanley Druckenmiller Just Doubled Down on Palantir Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBillionaire Stanley Druckenmiller Just Doubled Down on Palantir Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-19 08:49 GMT+8 <a href=https://investorplace.com/2022/08/billionaire-stanley-druckenmiller-just-doubled-down-on-palantir-pltr-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir has been crushed from its highs, with PLTR stock still down about 60% over the past 12 months.In the first quarter, Stanley Druckenmiller doubled his stake in Palantir, then added to it again...</p>\n\n<a href=\"https://investorplace.com/2022/08/billionaire-stanley-druckenmiller-just-doubled-down-on-palantir-pltr-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/08/billionaire-stanley-druckenmiller-just-doubled-down-on-palantir-pltr-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260357277","content_text":"Palantir has been crushed from its highs, with PLTR stock still down about 60% over the past 12 months.In the first quarter, Stanley Druckenmiller doubled his stake in Palantir, then added to it again the second quarter.Now a top-10 holding in his portfolio, bulls are looking for a turn.Palantir is not faring that well on Thursday, down about 3%. PLTR stock has struggled all week, currently down almost 8%. That’s even as Stanley Druckenmiller again added to his long position in the stock.Investors might assume that a billionaire investor upping their stake is a bullish statement. And it is a bullish statement, particularly when we’re talking about Stanley Druckenmiller, one of the best investors of our time.According to the latest Form 13F, Druckenmiller’s family office — Duquesne Family Office — recently upped its position in PLTR stock. Specifically, the firm grew its position by more than 27% to 4.26 million shares. That makes it a top-10 holding in Duquesne’s portfolio. It’s not Druckenmiller’s first notable increase in the stock, either.In May, Duquesne’s Form 13F showed that the firm more than doubled its position in PLTR stock. That’s quite a bit of confidence from Druckenmiller & Co. considering how poorly the market behaved in the first half of 2022.Will It Move the Needle for PLTR Stock?Unfortunately, Druckenmiller keeps increasing his firm’s stake, but PLTR stock is not responding with a bullish reaction. Shares went on a strong rally from the May low, ultimately climbing 80% to last month’s high.Still, shares are not behaving well, currently down about 20% from last month’s high. A two-day, 19% decline earlier this month didn’t help matters after the company reported earnings.While PLTR enjoyed a decent bounce after that initial pullback, shares are back toward the post-earnings low. The decline came after the company reported a top-line beat, but a bottom-line miss. Worse, guidance for the third quarter and full year came up short of expectations.Druckenmiller is a legendary fund manager. However, he has a cost basis of roughly $18 a share on PLTR stock as of the end of the second quarter. Meanwhile, the stock is still down about 80% from the all-time high and 61.8% over the past year.Perhaps there is value down here, but trading at almost 10 times this year’s revenue may not entice a lot of investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}