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- DesssDesss
  ·2022-11-21
  pls like
  Top Calls on Wall Street: Disney, Amazon, Microsoft, Nio, Intel, Coinbase and More
  Here are Monday’s biggest calls on Wall Street:MoffettNathanson upgrades Disney to outperform from m
  Top Calls on Wall Street: Disney, Amazon, Microsoft, Nio, Intel, Coinbase and More
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- DesssDesss
  ·2022-10-29
  $Sea Ltd(SE)$
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- DesssDesss
  ·2022-10-28
  bad
  Meta Platforms Downgrades; ServiceNow Upgrade: Top Calls on Wall Street
  Top 5 Upgrades:MoffettNathanson analyst Sterling Auty upgraded ServiceNow (NOW) to Outperform from M
  Meta Platforms Downgrades; ServiceNow Upgrade: Top Calls on Wall Street
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- DesssDesss
  ·2022-10-28
  good
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- DesssDesss
  ·2022-10-22
  ok
  Fed Set to Raise Rates by 0.75 Point and Debate Size of Future Hikes
  Federal Reserve officials are barreling toward another interest-rate rise of 0.75 percentage point a
  Fed Set to Raise Rates by 0.75 Point and Debate Size of Future Hikes
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- DesssDesss
  ·2022-10-21
  yes
  Wall Street Is Taking a "YOLO" Page Out of Retail’s Playbook
  ‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-
  Wall Street Is Taking a "YOLO" Page Out of Retail’s Playbook
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- DesssDesss
  ·2022-10-21
  like pls
  Wall Street Is Taking a "YOLO" Page Out of Retail’s Playbook
  ‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-
  Wall Street Is Taking a "YOLO" Page Out of Retail’s Playbook
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- DesssDesss
  ·2022-10-18
  $Roblox Corporation(RBLX)$good buy
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- DesssDesss
  ·2022-10-18
  like pls
  British U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)
  On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax
  British U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)
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- DesssDesss
  ·2022-10-15
  $Semiconductor Bull 3X Shares(SOXL)$
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m","content":"<html><head></head><body><p>Here are Monday’s biggest calls on Wall Street:</p><h2>MoffettNathanson upgrades Disney to outperform from market perform</h2><p>Moffett upgraded Disney shares after the entertainment giant announced it was bringing back former CEO Bob Iger.</p><blockquote>“We applaudDisney’s Board for the courage to make this change.”</blockquote><h2>Loop downgrades Workday to hold from buy</h2><p>Loop said it’s concerned about slowing growth for the the human capital software company.</p><blockquote>“Our most recent checks indicate that its core HCM (human capital management) business is slowing, which we believe could lead the company to issue a conservative 24-month subscription revenue growth guidance for next year (FY24) that could be well below our/Street estimate of 20%.”</blockquote><h2>JPMorgan reiterates Amazon as top idea</h2><p>JPMorgan said the e-commerce giant is well positioned heading into the holiday season.</p><blockquote>“AMZN remains our best idea, but of course it is also subject to macro headwinds, as evident in the company’s 4Q revenue outlook.”</blockquote><h2>JPMorgan names Target and Costco top holiday picks</h2><p>JPMorgan said Target and Costco are well positioned heading into the holiday shopping season.</p><blockquote>“Third, from a category perspective, we see festive apparel (not athletic) and beauty (TGT, ULTA) as the biggest winners along with food (BJ, COST, TGT, WMT) driven by inflation and the ongoing shift back to experiences (entertaining and travel) vs. goods wallet normalization, as we’ve long discussed.”</blockquote><h2>Raymond James upgrades Comerica to outperform from market perform</h2><p>Raymond James said the bank is well positioned for a recession.</p><blockquote>“We are upgrading CMA shares to Outperform and establishing an $85 price target following the recent selloff in the stock post earnings juxtaposed with its relatively solid fundamental positioning heading into a potential recession.”</blockquote><h2>Wells Fargo upgrades Silvergate to equal weight from underweight</h2><p>Wells said shares are at a “fundamental floor.”</p><blockquote>“Our downside scenario played out faster than expected, and crypto winter has morphed into an existential question of survival. This is difficult for SI, as all current and future growth engines are essentially on hold.”</blockquote><h2>Goldman Sachs upgrades On Holding to buy from neutral</h2><p>Goldman said the footwear and sports apparel company has an “attractive business model.”</p><blockquote>“We expect On’s strong product proposition centred on innovation to drive continued rapid growth and best-in-class gross margins.”</blockquote><h2>Raymond James downgrades Cigna and UnitedHealth to outperform from strong buy</h2><p>Raymond James downgraded several insurers on Monday and said it still likes the stocks but that it sees some near-term headwinds.</p><blockquote>“While we are moving our ratings on UNH and CI down a notch, we remain generally constructive on these names. In the case of CI, we note the relatively low exposure to MA (medicare advantage) and continued strong performance of the PBM with 2023 upside from biosimilars. In the case of UNH, we note the offsets from its diverse revenue streams, the tail effect from $20B of YTD M&amp;A, and some offset from its fee for service exposure in Optum Health.”</blockquote><h2>Argus downgrades Carvana to sell from hold</h2><p>Argus said in its downgrade of the used car company that it thinks Carvana will struggle to be profitable.</p><blockquote>“Carvana appears to have lost some of its competitive advantage as many traditional dealerships have expanded online sales.”</blockquote><h2>UBS initiates American Express as neutral</h2><p>UBS said American Express has “limited upside potential.”</p><blockquote>“But, we think consumer-sensitive stocks like AXP may have limited absolute upside potential as investors anticipate a recession, and deteriorating credit drives our ’23E EPS 12% below consensus, and our ’24E is 11% below.”</blockquote><h2>Morgan Stanley initiates Las Vegas Sands as overweight and names DraftKings as a top pick</h2><p>Morgan Stanley said in its initiation of Las Vegas Sands that it sees an attractive risk/reward. After a change in analyst coverage, the firm also called DraftKings a top “secular growth story.”</p><blockquote>“DraftKings (DKNG.O, Top Pick - 34% Upside): Best Secular Growth Story Poised for Profit Inflection. Las Vegas Sands (LVS.N - 11% Upside): Leader in Macau Mass + best balance sheet = attractive risk-reward.”</blockquote><h2>Goldman Sachs initiates Mobileye as buy</h2><p>Goldman says the autonomous vehicle company is a market leader in the race to autonomous vehicle technology.</p><blockquote>“We believe that Mobileye is the leading auto tech enabler for ADAS (advanced driver assistance systems) and AV (autonomous vehicle) applications, and we view the company as well positioned for growth given its vision/AI capabilities that are applicable for both ADAS and AVs, its ability to provide full solutions, and its strong market share.”</blockquote><h2>Morgan Stanley downgrades MongoDB to equal weight from overweight</h2><p>Morgan Stanley said in its downgrade of the database platform company that it’s concerned about slowing growth for MongoDB.</p><blockquote>“While still a favorite LT growth story, a challenging spend environment will likely weigh on growth for the next few quarters resulting in FY24 cons expectations that may be too high.”</blockquote><h2>Cowen downgrades Intel to market perform from outperform</h2><p>Cowen reinstated coverage of Intel and downgraded the stock, saying it sees “tough fundamentals.”</p><blockquote>“Reinstating At Market Perform As Tough Fundamentals In 2023/24 To Be Offset By A Protected Dividend, Opportunities In 2025.”</blockquote><h2>Barclays downgrades RH and Williams-Sonoma to equal weight from overweight</h2><p>Barclays said in its downgrade of the stocks’ that it’s concerned about a “weakening housing cycle.”</p><blockquote>“We are downgrading both WSM and RH on a weakening housing cycle that we believe will have a trickle-down impact on home furnishing spending over the next 12 to 24 months and high-end wallet pressure.</blockquote><h2>UBS reiterates Microsoft as buy</h2><p>UBS said it likes that Microsoft is relying on price increases to drive greater revenue.</p><p>“Combined with the big O365/M365 (and other) price increases earlier this year, Microsoft is now clearly leaning far more heavily on price as a revs driver than it has in many years.”</p><h2>JPMorgan reiterates Charles Schwab as overweight</h2><p>JPMorgan said Charles Schwab is well positioned as one of the biggest “distributors of third-party mutual funds.”</p><blockquote>“We see Schwab continuing to better monetize its platform, leveraging its position as one of the largest distributors of third-party mutual funds.”</blockquote><h2>Deutsche Bank reiterates Nio</h2><p>Deutsche said it thinks the worst operational issues for Nio may be over.</p><blockquote>“NIO continues to frustrate us/investors with another round of operational issues which are holding back volume in 4Q but we are optimistic that the worse may finally be over, further supported by the government’s gradual pivot away from COVID zero.”</blockquote><h2>Morgan Stanley upgrades Restaurant Brands to equal weight from underweight</h2><p>Morgan Stanley said it likes that the owner of brands such as Burger King appointed the former Domino’s CEO as executive chairman.</p><blockquote>“We are upgrading the shares of QSR to EW, PT to $71; the appointment of Patrick Doyle, former CEO of DPZ, as executive chairman is the catalyst.”</blockquote><h2>Cowen reiterates Coinbase as outperform</h2><p>Cowen said trading volumes for the crypto company remain “above pre-FTX turmoil levels.”</p><blockquote>“An updated analysis suggests COIN avg. daily spot trading volumes remain above pre-FTX turmoil levels, albeit at a smaller margin than our prior analysis from 11/14.”</blockquote><h2>Goldman Sachs reiterates Salesforce as buy</h2><p>Goldman Sachs said it’s bullish heading into Salesforce earnings next week.</p><blockquote>“Adjusting estimates to reﬂect trough top-line growth in FY24; remain constructive on path to proﬁtability.”</blockquote></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>Top Calls on Wall Street: Disney, Amazon, Microsoft, Nio, Intel, Coinbase and More</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; 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This is difficult for SI, as all current and future growth engines are essentially on hold.”</blockquote><h2>Goldman Sachs upgrades On Holding to buy from neutral</h2><p>Goldman said the footwear and sports apparel company has an “attractive business model.”</p><blockquote>“We expect On’s strong product proposition centred on innovation to drive continued rapid growth and best-in-class gross margins.”</blockquote><h2>Raymond James downgrades Cigna and UnitedHealth to outperform from strong buy</h2><p>Raymond James downgraded several insurers on Monday and said it still likes the stocks but that it sees some near-term headwinds.</p><blockquote>“While we are moving our ratings on UNH and CI down a notch, we remain generally constructive on these names. In the case of CI, we note the relatively low exposure to MA (medicare advantage) and continued strong performance of the PBM with 2023 upside from biosimilars. In the case of UNH, we note the offsets from its diverse revenue streams, the tail effect from $20B of YTD M&amp;A, and some offset from its fee for service exposure in Optum Health.”</blockquote><h2>Argus downgrades Carvana to sell from hold</h2><p>Argus said in its downgrade of the used car company that it thinks Carvana will struggle to be profitable.</p><blockquote>“Carvana appears to have lost some of its competitive advantage as many traditional dealerships have expanded online sales.”</blockquote><h2>UBS initiates American Express as neutral</h2><p>UBS said American Express has “limited upside potential.”</p><blockquote>“But, we think consumer-sensitive stocks like AXP may have limited absolute upside potential as investors anticipate a recession, and deteriorating credit drives our ’23E EPS 12% below consensus, and our ’24E is 11% below.”</blockquote><h2>Morgan Stanley initiates Las Vegas Sands as overweight and names DraftKings as a top pick</h2><p>Morgan Stanley said in its initiation of Las Vegas Sands that it sees an attractive risk/reward. After a change in analyst coverage, the firm also called DraftKings a top “secular growth story.”</p><blockquote>“DraftKings (DKNG.O, Top Pick - 34% Upside): Best Secular Growth Story Poised for Profit Inflection. Las Vegas Sands (LVS.N - 11% Upside): Leader in Macau Mass + best balance sheet = attractive risk-reward.”</blockquote><h2>Goldman Sachs initiates Mobileye as buy</h2><p>Goldman says the autonomous vehicle company is a market leader in the race to autonomous vehicle technology.</p><blockquote>“We believe that Mobileye is the leading auto tech enabler for ADAS (advanced driver assistance systems) and AV (autonomous vehicle) applications, and we view the company as well positioned for growth given its vision/AI capabilities that are applicable for both ADAS and AVs, its ability to provide full solutions, and its strong market share.”</blockquote><h2>Morgan Stanley downgrades MongoDB to equal weight from overweight</h2><p>Morgan Stanley said in its downgrade of the database platform company that it’s concerned about slowing growth for MongoDB.</p><blockquote>“While still a favorite LT growth story, a challenging spend environment will likely weigh on growth for the next few quarters resulting in FY24 cons expectations that may be too high.”</blockquote><h2>Cowen downgrades Intel to market perform from outperform</h2><p>Cowen reinstated coverage of Intel and downgraded the stock, saying it sees “tough fundamentals.”</p><blockquote>“Reinstating At Market Perform As Tough Fundamentals In 2023/24 To Be Offset By A Protected Dividend, Opportunities In 2025.”</blockquote><h2>Barclays downgrades RH and Williams-Sonoma to equal weight from overweight</h2><p>Barclays said in its downgrade of the stocks’ that it’s concerned about a “weakening housing cycle.”</p><blockquote>“We are downgrading both WSM and RH on a weakening housing cycle that we believe will have a trickle-down impact on home furnishing spending over the next 12 to 24 months and high-end wallet pressure.</blockquote><h2>UBS reiterates Microsoft as buy</h2><p>UBS said it likes that Microsoft is relying on price increases to drive greater revenue.</p><p>“Combined with the big O365/M365 (and other) price increases earlier this year, Microsoft is now clearly leaning far more heavily on price as a revs driver than it has in many years.”</p><h2>JPMorgan reiterates Charles Schwab as overweight</h2><p>JPMorgan said Charles Schwab is well positioned as one of the biggest “distributors of third-party mutual funds.”</p><blockquote>“We see Schwab continuing to better monetize its platform, leveraging its position as one of the largest distributors of third-party mutual funds.”</blockquote><h2>Deutsche Bank reiterates Nio</h2><p>Deutsche said it thinks the worst operational issues for Nio may be over.</p><blockquote>“NIO continues to frustrate us/investors with another round of operational issues which are holding back volume in 4Q but we are optimistic that the worse may finally be over, further supported by the government’s gradual pivot away from COVID zero.”</blockquote><h2>Morgan Stanley upgrades Restaurant Brands to equal weight from underweight</h2><p>Morgan Stanley said it likes that the owner of brands such as Burger King appointed the former Domino’s CEO as executive chairman.</p><blockquote>“We are upgrading the shares of QSR to EW, PT to $71; the appointment of Patrick Doyle, former CEO of DPZ, as executive chairman is the catalyst.”</blockquote><h2>Cowen reiterates Coinbase as outperform</h2><p>Cowen said trading volumes for the crypto company remain “above pre-FTX turmoil levels.”</p><blockquote>“An updated analysis suggests COIN avg. daily spot trading volumes remain above pre-FTX turmoil levels, albeit at a smaller margin than our prior analysis from 11/14.”</blockquote><h2>Goldman Sachs reiterates Salesforce as buy</h2><p>Goldman Sachs said it’s bullish heading into Salesforce earnings next week.</p><blockquote>“Adjusting estimates to reﬂect trough top-line growth in FY24; remain constructive on path to proﬁtability.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","COIN":"Coinbase Global, Inc.","MBLY":"Mobileye Global Inc.","LVS":"金沙集团","SI":"Shoulder Innovations, Inc.","CMA":"联信银行","NIO":"蔚来","TGT":"塔吉特","COST":"好市多","AXP":"美国运通","SCHW":"嘉信理财","MSFT":"微软","CRM":"赛富时","RSTRF":"Restaurant Brands International  Limited Partnership","WSM":"Williams-Sonoma Inc","WDAY":"Workday","RH":"RH","CVNA":"Carvana Co.","AMZN":"亚马逊","CI":"信诺保险","ONON":"On Holding AG","UNH":"联合健康","DKNG":"DraftKings Inc.","MDB":"MongoDB Inc.","DIS":"迪士尼"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103039715","content_text":"Here are Monday’s biggest calls on Wall Street:MoffettNathanson upgrades Disney to outperform from market performMoffett upgraded Disney shares after the entertainment giant announced it was bringing back former CEO Bob Iger.“We applaudDisney’s Board for the courage to make this change.”Loop downgrades Workday to hold from buyLoop said it’s concerned about slowing growth for the the human capital software company.“Our most recent checks indicate that its core HCM (human capital management) business is slowing, which we believe could lead the company to issue a conservative 24-month subscription revenue growth guidance for next year (FY24) that could be well below our/Street estimate of 20%.”JPMorgan reiterates Amazon as top ideaJPMorgan said the e-commerce giant is well positioned heading into the holiday season.“AMZN remains our best idea, but of course it is also subject to macro headwinds, as evident in the company’s 4Q revenue outlook.”JPMorgan names Target and Costco top holiday picksJPMorgan said Target and Costco are well positioned heading into the holiday shopping season.“Third, from a category perspective, we see festive apparel (not athletic) and beauty (TGT, ULTA) as the biggest winners along with food (BJ, COST, TGT, WMT) driven by inflation and the ongoing shift back to experiences (entertaining and travel) vs. goods wallet normalization, as we’ve long discussed.”Raymond James upgrades Comerica to outperform from market performRaymond James said the bank is well positioned for a recession.“We are upgrading CMA shares to Outperform and establishing an $85 price target following the recent selloff in the stock post earnings juxtaposed with its relatively solid fundamental positioning heading into a potential recession.”Wells Fargo upgrades Silvergate to equal weight from underweightWells said shares are at a “fundamental floor.”“Our downside scenario played out faster than expected, and crypto winter has morphed into an existential question of survival. This is difficult for SI, as all current and future growth engines are essentially on hold.”Goldman Sachs upgrades On Holding to buy from neutralGoldman said the footwear and sports apparel company has an “attractive business model.”“We expect On’s strong product proposition centred on innovation to drive continued rapid growth and best-in-class gross margins.”Raymond James downgrades Cigna and UnitedHealth to outperform from strong buyRaymond James downgraded several insurers on Monday and said it still likes the stocks but that it sees some near-term headwinds.“While we are moving our ratings on UNH and CI down a notch, we remain generally constructive on these names. In the case of CI, we note the relatively low exposure to MA (medicare advantage) and continued strong performance of the PBM with 2023 upside from biosimilars. In the case of UNH, we note the offsets from its diverse revenue streams, the tail effect from $20B of YTD M&A, and some offset from its fee for service exposure in Optum Health.”Argus downgrades Carvana to sell from holdArgus said in its downgrade of the used car company that it thinks Carvana will struggle to be profitable.“Carvana appears to have lost some of its competitive advantage as many traditional dealerships have expanded online sales.”UBS initiates American Express as neutralUBS said American Express has “limited upside potential.”“But, we think consumer-sensitive stocks like AXP may have limited absolute upside potential as investors anticipate a recession, and deteriorating credit drives our ’23E EPS 12% below consensus, and our ’24E is 11% below.”Morgan Stanley initiates Las Vegas Sands as overweight and names DraftKings as a top pickMorgan Stanley said in its initiation of Las Vegas Sands that it sees an attractive risk/reward. After a change in analyst coverage, the firm also called DraftKings a top “secular growth story.”“DraftKings (DKNG.O, Top Pick - 34% Upside): Best Secular Growth Story Poised for Profit Inflection. Las Vegas Sands (LVS.N - 11% Upside): Leader in Macau Mass + best balance sheet = attractive risk-reward.”Goldman Sachs initiates Mobileye as buyGoldman says the autonomous vehicle company is a market leader in the race to autonomous vehicle technology.“We believe that Mobileye is the leading auto tech enabler for ADAS (advanced driver assistance systems) and AV (autonomous vehicle) applications, and we view the company as well positioned for growth given its vision/AI capabilities that are applicable for both ADAS and AVs, its ability to provide full solutions, and its strong market share.”Morgan Stanley downgrades MongoDB to equal weight from overweightMorgan Stanley said in its downgrade of the database platform company that it’s concerned about slowing growth for MongoDB.“While still a favorite LT growth story, a challenging spend environment will likely weigh on growth for the next few quarters resulting in FY24 cons expectations that may be too high.”Cowen downgrades Intel to market perform from outperformCowen reinstated coverage of Intel and downgraded the stock, saying it sees “tough fundamentals.”“Reinstating At Market Perform As Tough Fundamentals In 2023/24 To Be Offset By A Protected Dividend, Opportunities In 2025.”Barclays downgrades RH and Williams-Sonoma to equal weight from overweightBarclays said in its downgrade of the stocks’ that it’s concerned about a “weakening housing cycle.”“We are downgrading both WSM and RH on a weakening housing cycle that we believe will have a trickle-down impact on home furnishing spending over the next 12 to 24 months and high-end wallet pressure.UBS reiterates Microsoft as buyUBS said it likes that Microsoft is relying on price increases to drive greater revenue.“Combined with the big O365/M365 (and other) price increases earlier this year, Microsoft is now clearly leaning far more heavily on price as a revs driver than it has in many years.”JPMorgan reiterates Charles Schwab as overweightJPMorgan said Charles Schwab is well positioned as one of the biggest “distributors of third-party mutual funds.”“We see Schwab continuing to better monetize its platform, leveraging its position as one of the largest distributors of third-party mutual funds.”Deutsche Bank reiterates NioDeutsche said it thinks the worst operational issues for Nio may be over.“NIO continues to frustrate us/investors with another round of operational issues which are holding back volume in 4Q but we are optimistic that the worse may finally be over, further supported by the government’s gradual pivot away from COVID zero.”Morgan Stanley upgrades Restaurant Brands to equal weight from underweightMorgan Stanley said it likes that the owner of brands such as Burger King appointed the former Domino’s CEO as executive chairman.“We are upgrading the shares of QSR to EW, PT to $71; the appointment of Patrick Doyle, former CEO of DPZ, as executive chairman is the catalyst.”Cowen reiterates Coinbase as outperformCowen said trading volumes for the crypto company remain “above pre-FTX turmoil levels.”“An updated analysis suggests COIN avg. daily spot trading volumes remain above pre-FTX turmoil levels, albeit at a smaller margin than our prior analysis from 11/14.”Goldman Sachs reiterates Salesforce as buyGoldman Sachs said it’s bullish heading into Salesforce earnings next week.“Adjusting estimates to reﬂect trough top-line growth in FY24; remain constructive on path to proﬁtability.”","news_type":1,"symbols_score_info":{"TGT":0.9,"INTC":0.9,"MSFT":0.9,"DIS":0.9,"WDAY":0.9,"SCHW":0.9,"AMZN":0.9,"CRM":0.9,"RH":0.9,"COST":0.9,"MDB":0.9,"LVS":0.9,"WSM":0.9,"CVNA":0.9,"CI":0.9,"UNH":0.9,"COIN":0.9,"SI":0.9,"ONON":0.9,"CMA":0.9,"MBLY":0.9,"AXP":0.9,"NIO":0.9,"DKNG":0.9,"RSTRF":0.9}},"isVote":1,"tweetType":1,"viewCount":3198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986504682,"gmtCreate":1666972914146,"gmtModify":1676537843199,"author":{"id":"3580885018724923","authorId":"3580885018724923","name":"Desss","avatar":"https://static.tigerbbs.com/c7a291e99a359eceaf66e0077b29b20b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580885018724923","authorIdStr":"3580885018724923"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>","text":"$Sea Ltd(SE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986504682","isVote":1,"tweetType":1,"viewCount":1977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986324007,"gmtCreate":1666897198210,"gmtModify":1676537825910,"author":{"id":"3580885018724923","authorId":"3580885018724923","name":"Desss","avatar":"https://static.tigerbbs.com/c7a291e99a359eceaf66e0077b29b20b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580885018724923","authorIdStr":"3580885018724923"},"themes":[],"htmlText":"bad","listText":"bad","text":"bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986324007","repostId":"1182334257","repostType":4,"repost":{"id":"1182334257","kind":"news","pubTimestamp":1666879990,"share":"https://ttm.financial/m/news/1182334257?lang=&edition=fundamental","pubTime":"2022-10-27 22:13","market":"us","language":"en","title":"Meta Platforms Downgrades; ServiceNow Upgrade: Top Calls on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1182334257","media":"The Fly","summary":"Top 5 Upgrades:MoffettNathanson analyst Sterling Auty upgraded ServiceNow (NOW) to Outperform from M","content":"<html><head></head><body><p><b>Top 5 Upgrades:</b></p><ul><li>MoffettNathanson analyst Sterling Auty upgraded <b>ServiceNow</b> (NOW) to Outperform from Market Perform with a $549 price target following a report he calls &#34;a welcome change&#34; after the disappointing results from Microsoft (MSFT).</li><li>Craig-Hallum analyst Christian Schwab upgraded <b>Teradyne</b> (TER) to Buy from Hold with a $120 price target following the company&#39;s better results. The analyst notes the company saw semi test demand hold up better than originally feared and outperformed on its supply chain during the quarter.</li><li>Barclays analyst Jiong Shao upgraded <b>Pinduoduo</b> (PDD) to Overweight from Equal Weight with a price target of $70, up from $66. Despite the fact that Pinduoduo &#34;provides quite limited disclosures,&#34; its recent progress in adding more brands to its platform in China is impressive, Shao told investors in a research note.</li><li>Raymond James analyst Michael Rose upgraded <b>Renasant</b> (RNST) to Outperform from Market Perform with a $41 price target. Renasant&#39;s third quarter results exceeded expectations on a core basis, and Rose&#39;s now positive bias fits the view that the company/stock reflects its conservative lending culture and expectations for better than peer through the cycle loss content, strong low-cost core deposit base that should result in lower costs/betas than most peers/the industry, solid capital position, and strong loan loss reserves.</li><li>UBS analyst John Sourbeer upgraded <b>Medpace</b> (MEDP) to Neutral from Sell with a price target of $238, up from $142. The analyst cites the company&#39;s third quarter earnings beat as it delivered upside against his negative outlook in spite of the outsized biotech exposure and the overall biopharma funding pressures.</li></ul><p><b>Top 5 Downgrades:</b></p><ul><li>Morgan Stanley analyst Brian Nowak downgraded <b>Meta Platforms</b> (META) to Equal Weight from Overweight with a price target of $105, down from $205, following quarterly results. The analyst Meta&#39;s &#34;latest results and forward capex guidance are thesis changing and likely to weigh on the shares for some period.&#34; Cowen and KeyBanc also downgraded Meta Platforms to Neutral-equivalent ratings.</li><li>UBS analyst Timothy Arcuri downgraded <b>Seagate</b> (STX) to Neutral from Buy with a price target of $55, down from $85. The charge by the U.S. Commerce Department that the company shipped product to customers on the Entity List creates &#34;too much potential risk,&#34; the analyst tells investors in a research note.</li><li>JPMorgan analyst Matthew Boss downgraded <b>VF Corp.</b> (VFC) to Underweight from Neutral with a $29 price target. The company reported &#34;mixed&#34; second quarter results and a second half of the year guidance cut, Boss tells investors in a research note.</li><li>Benchmark analyst Robert Wasserman downgraded <b>Thermo Fisher</b> (TMO) to Hold from Buy with no price target. The analyst notes the company reported better-than-expected earnings for Q3, but says concerns over lower sales in Europe due to foreign exchange and other factors puts a damper on 2023 forecasts.</li><li>Needham analyst Rajvindra Gill downgraded <b>Silicon Labs</b> (SLAB) to Hold from Buy without a price target on slowing consumer demand concerns.</li></ul><p><b>Top 5 Initiations:</b></p><ul><li>Raymond James analyst Brian Gesuale initiated coverage of <b>Mercury Systems</b> (MRCY) with an Outperform rating and $55 price target. Mercury is the leading platform-agnostic provider of trusted computing and processing solutions used in national defense/aviation systems, Gesuale tells investors in a research note.</li><li>Citi analyst Yigal Nochomovitz initiated coverage of <b>Ideaya Biosciences</b> (IDYA) with a Buy rating and $26 price target. Ideaya is a clinical-stage oncology company focused on synthetic lethality, a &#34;powerful therapeutic concept garnering significant attention from biotech/pharma in recent years,&#34; Nochomovitz tells investors in a research note.</li><li>Needham analyst Gil Blum initiated coverage of <b>Arcellx</b> (ACLX) with a Buy rating and $31 price target. Arcellx&#39;s lead program and main value driver is CART-ddBCMA, an autologous CAR-T therapy for treatment of relapsed or refractory multiple myeloma, Blum tells investors in a research note.</li><li>B. Riley analyst Matthew Key initiated coverage of <b>5E Advanced Metals</b> (FEAM) with a Buy rating and $20 price target, which implies roughly 75% potential upside.</li><li>JPMorgan analyst Brian Cheng initiated coverage of <b>Roivant Sciences</b> (ROIV) with an Overweight rating and $7 price target. The analyst believes the company is attractively positioned with a solid support to valuation from Dermavant&#39;s Vtama sales in plaque psoriasis and potentially in atopic dermatitis.</li></ul></body></html>","source":"lsy1649979459173","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>Meta Platforms Downgrades; ServiceNow Upgrade: Top Calls on Wall Street</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; 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}\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\">\nMeta Platforms Downgrades; ServiceNow Upgrade: Top Calls on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3604229&headline=NOW;MSFT;TER;PDD;RNST;MEDP;META;STX;VFC;TMO;SLAB;MRCY;IDYA;ACLX;FEAM;ROIV-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:MoffettNathanson analyst Sterling Auty upgraded ServiceNow (NOW) to Outperform from Market Perform with a $549 price target following a report he calls \"a welcome change\" after the ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3604229&headline=NOW;MSFT;TER;PDD;RNST;MEDP;META;STX;VFC;TMO;SLAB;MRCY;IDYA;ACLX;FEAM;ROIV-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IDYA":"IDEAYA Biosciences","VFC":"威富集团","STX":"希捷科技","ACLX":"ARCELLX, INC.","PDD":"拼多多","ROIV":"Roivant Sciences Ltd.","FEAM":"5E Advanced Materials Inc","TER":"泰瑞达","NOW":"ServiceNow","META":"Meta Platforms, Inc.","MRCY":"Mercury Systems Inc","SLAB":"芯科实验室","RNST":"Renasant Corporation","TMO":"赛默飞世尔","MEDP":"Medpace Holdings Inc."},"source_url":"https://thefly.com/landingPageNews.php?id=3604229&headline=NOW;MSFT;TER;PDD;RNST;MEDP;META;STX;VFC;TMO;SLAB;MRCY;IDYA;ACLX;FEAM;ROIV-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182334257","content_text":"Top 5 Upgrades:MoffettNathanson analyst Sterling Auty upgraded ServiceNow (NOW) to Outperform from Market Perform with a $549 price target following a report he calls \"a welcome change\" after the disappointing results from Microsoft (MSFT).Craig-Hallum analyst Christian Schwab upgraded Teradyne (TER) to Buy from Hold with a $120 price target following the company's better results. The analyst notes the company saw semi test demand hold up better than originally feared and outperformed on its supply chain during the quarter.Barclays analyst Jiong Shao upgraded Pinduoduo (PDD) to Overweight from Equal Weight with a price target of $70, up from $66. Despite the fact that Pinduoduo \"provides quite limited disclosures,\" its recent progress in adding more brands to its platform in China is impressive, Shao told investors in a research note.Raymond James analyst Michael Rose upgraded Renasant (RNST) to Outperform from Market Perform with a $41 price target. Renasant's third quarter results exceeded expectations on a core basis, and Rose's now positive bias fits the view that the company/stock reflects its conservative lending culture and expectations for better than peer through the cycle loss content, strong low-cost core deposit base that should result in lower costs/betas than most peers/the industry, solid capital position, and strong loan loss reserves.UBS analyst John Sourbeer upgraded Medpace (MEDP) to Neutral from Sell with a price target of $238, up from $142. The analyst cites the company's third quarter earnings beat as it delivered upside against his negative outlook in spite of the outsized biotech exposure and the overall biopharma funding pressures.Top 5 Downgrades:Morgan Stanley analyst Brian Nowak downgraded Meta Platforms (META) to Equal Weight from Overweight with a price target of $105, down from $205, following quarterly results. The analyst Meta's \"latest results and forward capex guidance are thesis changing and likely to weigh on the shares for some period.\" Cowen and KeyBanc also downgraded Meta Platforms to Neutral-equivalent ratings.UBS analyst Timothy Arcuri downgraded Seagate (STX) to Neutral from Buy with a price target of $55, down from $85. The charge by the U.S. Commerce Department that the company shipped product to customers on the Entity List creates \"too much potential risk,\" the analyst tells investors in a research note.JPMorgan analyst Matthew Boss downgraded VF Corp. (VFC) to Underweight from Neutral with a $29 price target. The company reported \"mixed\" second quarter results and a second half of the year guidance cut, Boss tells investors in a research note.Benchmark analyst Robert Wasserman downgraded Thermo Fisher (TMO) to Hold from Buy with no price target. The analyst notes the company reported better-than-expected earnings for Q3, but says concerns over lower sales in Europe due to foreign exchange and other factors puts a damper on 2023 forecasts.Needham analyst Rajvindra Gill downgraded Silicon Labs (SLAB) to Hold from Buy without a price target on slowing consumer demand concerns.Top 5 Initiations:Raymond James analyst Brian Gesuale initiated coverage of Mercury Systems (MRCY) with an Outperform rating and $55 price target. Mercury is the leading platform-agnostic provider of trusted computing and processing solutions used in national defense/aviation systems, Gesuale tells investors in a research note.Citi analyst Yigal Nochomovitz initiated coverage of Ideaya Biosciences (IDYA) with a Buy rating and $26 price target. Ideaya is a clinical-stage oncology company focused on synthetic lethality, a \"powerful therapeutic concept garnering significant attention from biotech/pharma in recent years,\" Nochomovitz tells investors in a research note.Needham analyst Gil Blum initiated coverage of Arcellx (ACLX) with a Buy rating and $31 price target. Arcellx's lead program and main value driver is CART-ddBCMA, an autologous CAR-T therapy for treatment of relapsed or refractory multiple myeloma, Blum tells investors in a research note.B. Riley analyst Matthew Key initiated coverage of 5E Advanced Metals (FEAM) with a Buy rating and $20 price target, which implies roughly 75% potential upside.JPMorgan analyst Brian Cheng initiated coverage of Roivant Sciences (ROIV) with an Overweight rating and $7 price target. The analyst believes the company is attractively positioned with a solid support to valuation from Dermavant's Vtama sales in plaque psoriasis and potentially in atopic dermatitis.","news_type":1,"symbols_score_info":{"IDYA":0.9,"ACLX":0.9,"VFC":0.9,"META":0.9,"STX":0.9,"PDD":0.9,"RNST":0.9,"MEDP":0.9,"MRCY":0.9,"ROIV":0.9,"SLAB":0.9,"FEAM":0.9,"TER":0.9,"NOW":0.9,"TMO":0.9}},"isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986325769,"gmtCreate":1666897184851,"gmtModify":1676537825910,"author":{"id":"3580885018724923","authorId":"3580885018724923","name":"Desss","avatar":"https://static.tigerbbs.com/c7a291e99a359eceaf66e0077b29b20b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580885018724923","authorIdStr":"3580885018724923"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986325769","isVote":1,"tweetType":1,"viewCount":2142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981987235,"gmtCreate":1666377412427,"gmtModify":1676537749011,"author":{"id":"3580885018724923","authorId":"3580885018724923","name":"Desss","avatar":"https://static.tigerbbs.com/c7a291e99a359eceaf66e0077b29b20b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580885018724923","authorIdStr":"3580885018724923"},"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/9981987235","repostId":"1159307696","repostType":4,"repost":{"id":"1159307696","kind":"news","pubTimestamp":1666357343,"share":"https://ttm.financial/m/news/1159307696?lang=&edition=fundamental","pubTime":"2022-10-21 21:02","market":"us","language":"en","title":"Fed Set to Raise Rates by 0.75 Point and Debate Size of Future Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1159307696","media":"the wall street journal","summary":"Federal Reserve officials are barreling toward another interest-rate rise of 0.75 percentage point a","content":"<div>\n<p>Federal Reserve officials are barreling toward another interest-rate rise of 0.75 percentage point at their meeting Nov. 1-2 and are likely to debate then whether and how to signal plans to approve a ...</p>\n\n<a href=\"https://www.wsj.com/articles/fed-set-to-raise-rates-by-0-75-point-and-debate-size-of-future-hikes-11666356757?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n","source":"wsj_highlight","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 Set to Raise Rates by 0.75 Point and Debate Size of Future Hikes</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; 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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\">\nFed Set to Raise Rates by 0.75 Point and Debate Size of Future Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/fed-set-to-raise-rates-by-0-75-point-and-debate-size-of-future-hikes-11666356757?mod=hp_lead_pos1><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve officials are barreling toward another interest-rate rise of 0.75 percentage point at their meeting Nov. 1-2 and are likely to debate then whether and how to signal plans to approve a ...</p>\n\n<a href=\"https://www.wsj.com/articles/fed-set-to-raise-rates-by-0-75-point-and-debate-size-of-future-hikes-11666356757?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/fed-set-to-raise-rates-by-0-75-point-and-debate-size-of-future-hikes-11666356757?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159307696","content_text":"Federal Reserve officials are barreling toward another interest-rate rise of 0.75 percentage point at their meeting Nov. 1-2 and are likely to debate then whether and how to signal plans to approve a smaller increase in December.“We will have a very thoughtful discussion about the pace of tightening at our next meeting,” Fed governorChristopher Wallersaid in a speech earlier this month.Some officials have begun signalingtheir desire both to slow down the pace of increases soon and to stop raising rates early next year to see how their moves this year are slowing the economy. They want to reduce the risk of causing an unnecessarily sharp slowdown. Others have said it is too soon for those discussions becausehigh inflationis proving to be more persistent and broad.The Fedhas raised its benchmark federal-funds rateby 0.75 point at each of its past three meetings, most recently in September, bringing the rate to a range between 3% and 3.25%. Officials are raising rates at the most aggressive pace since the early 1980s. Until June, they hadn’t raised rates by 0.75 point since 1994.Fed officials want higher borrowing costs and lower asset prices to slow economic activity by curbing spending, hiring and investment. They expect that to reduce demand and lower inflation over time.Fed policy makers face a series of decisions. First, do they raise rates by a smaller half-point increment in December? And if so, how do they explain to the public that they aren’t backing down in their fight to prevent inflation from becoming entrenched?Markets rallied in July and August on expectations that the Fed might slow rate rises. That conflicted with the central bank’s goals because easier financial conditions stimulate spending and economic growth. The rally prompted Fed ChairmanJerome Powellto redraft a major speech in late August to disabuse investors of any misperceptions about hisinflation-fighting commitment.If officials are entertaining a half-point rate rise in December, they would want to prepare investors for that decision in the weeks after their Nov. 1-2 meeting without prompting another sustained rally.One possible solution would be for Fed officials to approve a half-point increase in December, while using their new economic projections to show they might lift rates somewhat higher in 2023 than they projected last month.The Fed’s policies work through financial markets. Changes to the anticipated trajectory of rates—and not just what the Fed does at any meeting—can influence broader financial conditions.Cleveland Fed PresidentLoretta Mesterhas signaled she would favor rate rises of 0.75 point at each of the Fed’s next two meetings because there hasn’t been progress on inflation. “We can’t let wishful thinking drive our policy decisions,” she said on Oct. 6.Some officials have said they want to see proof that inflation is falling before easing up on rate increases. “Given our frankly disappointing lack of progress on curtailing inflation, I expect we will be well above 4% by the end of the year,” said Philadelphia Fed PresidentPatrick Harkerin remarks Thursday in Vineland, N.J.Meanwhile, Fed Vice ChairwomanLael Brainardand some other officials have recently hinted at unease with raising rates by 0.75 point beyond next month’s meeting. In a speech on Oct. 10, Ms. Brainard laid out a case for pausing rate rises at some point, noting how they influence the economy over time.Other colleagues are concerned about the danger of raising rates too high. Chicago Fed PresidentCharles Evanstold reporters on Oct. 10 he was worried about assumptions that the Fed could just cut rates if it decided they were too high. Promptly lowering rates is always easier in theory than in practice, he said.Mr. Evans said he would prefer to find a rate level that restricted economic growth enough to lower inflation and hold it there even if the Fed faced “a few not-so-great reports” on inflation.“I worry that if the way you judge it is, ‘Oh, another bad inflation report—it must be that we need more [rate hikes],’… that puts us at somewhat greater risk of responding overly aggressive,” he said.Kansas City Fed PresidentEsther Georgealso last week said she favored moving “steadier and slower” on rate increases. “A series of very super-sized rate increases might cause you to oversteer and not be able to see those turning points,” she said in a webinar on Oct. 14.The ultimate result is likely to come down to what Mr. Powell decides as he seeks to fashion a consensus.Officials will have two more months of several widely watched economic indicators before their meeting in mid-December, including on hiring and inflation. They pay close attention to a detailed measure of worker compensation called the employment-cost index, and the Labor Department report covering the July-to-September quarter is set for release on Oct. 28.One challenge is that some of the strongest support for slowing down increases comes from so-called policy doves, who have traditionally favored easier monetary policy. Last year, those officials argued most forcefully for waiting to remove stimulus policies. Now, with inflation running near a four-decade high, it could be harder for their arguments to gain traction, saidNeil Dutta, an economist at research firm Renaissance Macro.“At critical junctures in the monetary-policy decision-making process, they’ve been spectacularly wrong,” said Mr. Dutta. “The doves are in the penalty box. There are costs to being wrong at key turning points over the last 18 to 24 months.”Another concern is that inflation pressures have broadened despite some signs of potential relief. Commodity prices have fallen this summer. Easing supply-chain bottlenecks could lead to deceleration in goods prices, and thehousing market is entering a deep slump.But astrong labor marketcould lead to persistent wage growth thatboosts prices in the labor-intensive services sector.That could keep prices rising on everything from haircuts to car repairs to veterinarian visits.“The problem for me with trying to say, ‘Hey, it’s time to pause,’ is we’re not even sure that we’ve got rates high enough to push services inflation down,” Minneapolis Fed PresidentNeel Kashkarisaid Tuesday.Investors in interest-rate futures markets now expect the Fed to raise rates to 5% by the spring, according to CME Group. Last month, most officials projected lifting rates to at least 4.6% next year.If officials decide to raise rates by 0.5 point, or 50 basis points, in December, they would have reason to worry about triggering another market rally, saidKathy Bostjancic, chief U.S. economist at Oxford Economics. “The equity market has been so eager to see pivots by the Fed,” she said. “Fed officials have to explain that 50 basis points is still a meaningful increase.”Investors are anticipating a sequence of pivots, from a slowdown in rate rises to a stop in rate rises to rate cuts. “They keep jumping ahead to the last pivot, and we’re a long way from the Fed cutting rates,” said Ms. Bostjancic.The July rally reversed part of an earlier run-up in mortgage rates, which in turn supported a rebound in the housing market. If another market rally erupted this fall, the Fed might have to raise rates more than anticipated to slow down the economy, saidJason Furman, a Harvard University economist who served as a top adviser to former President Obama.“The last thing you want is…to raise rates even more to undo all that,” said Mr. Furman.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983549615,"gmtCreate":1666288350338,"gmtModify":1676537735585,"author":{"id":"3580885018724923","authorId":"3580885018724923","name":"Desss","avatar":"https://static.tigerbbs.com/c7a291e99a359eceaf66e0077b29b20b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580885018724923","authorIdStr":"3580885018724923"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983549615","repostId":"1146548462","repostType":4,"repost":{"id":"1146548462","kind":"news","pubTimestamp":1666276669,"share":"https://ttm.financial/m/news/1146548462?lang=&edition=fundamental","pubTime":"2022-10-20 22:37","market":"us","language":"en","title":"Wall Street Is Taking a \"YOLO\" Page Out of Retail’s Playbook","url":"https://stock-news.laohu8.com/highlight/detail?id=1146548462","media":"Bloomberg","summary":"‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-","content":"<div>\n<p>‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-risk bets in stock markets.Now, it might also be the inspiration for a growing group of professional...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Wall Street Is Taking a \"YOLO\" Page Out of Retail’s Playbook</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; 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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\">\nWall Street Is Taking a \"YOLO\" Page Out of Retail’s Playbook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 22:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-risk bets in stock markets.Now, it might also be the inspiration for a growing group of professional...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF","SPY":"标普500ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146548462","content_text":"‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-risk bets in stock markets.Now, it might also be the inspiration for a growing group of professional investors who appear to be taking a page out of retail’s playbook with a controversial options strategy.That’s according to Nomura Securities International Inc. Strategist Charlie McElligott, who’s blaming a proliferation of professionals piling into options right before their expiry for exacerbating recent swings in markets.The strategy of trading options close to their expiry has become a popular strategy on forums such as WallStreetBets, with one person on the social media platform recently claiming to have lost a $100,000 inheritance after tradingone-day puts on the S&P 500.“YOLOing into 0 and 1 Days-Til-Expiration (DTE) options has now been ‘institutionalized’ by vol traders at many of the largest funds on the Street,” McElligott wrote in a note to clients. “It’s not about retail-alone playing this game anymore.”“We have seen witnessed some absolutely biblical usage of 0DTE and 1DTE options, and it’s acting like jet fuel being dumped on the already out of control ‘macro’ fire occurring into persistent ‘negative gamma’ momentum overshoot flows,” he added. “Using the certainty of dealer hedging flows that their orders create to then amplify and ‘juice’ the intended directional market move … before closing-out positions mere hours later by end of day.”He estimates that 0-1DTE options are making up a growing portion of the total options written on the S&P 500. Some days in September saw such options make up as much as 65% of the total.Source: NomuraBuying these one- or zero-days to expiration options can expose investors to big profits and losses as they’re typically more vulnerable to changes in the price of the underlying stock or index. That means the contracts can fluctuate wildly in value, even if they’re only held for a day or two.The “institutionalization” of these contracts is also making markets more vulnerable to big swings over all, according to McElligott. The amount of sensitivity in the options market to underlying stocks, indexes and exchange-traded fund — known asdeltain trader parlance — is now on a par with the depths of the Covid-19 crash in March 2020 and the so-called ‘Volmageddon’ of early 2018, he says.Source: Nomura“Most critically as it relates to the outrageous ranges and swings this past week in US equities and into the upcoming expiration, it is the staggering amount of (negative) front-delta into Friday’s [options expiry] that has then needed to be traded on the approach, which is then acting as further shadow-convexity in the market,” he says.","news_type":1,"symbols_score_info":{"QQQ":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983549980,"gmtCreate":1666287828140,"gmtModify":1676537735569,"author":{"id":"3580885018724923","authorId":"3580885018724923","name":"Desss","avatar":"https://static.tigerbbs.com/c7a291e99a359eceaf66e0077b29b20b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580885018724923","authorIdStr":"3580885018724923"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983549980","repostId":"1146548462","repostType":4,"repost":{"id":"1146548462","kind":"news","pubTimestamp":1666276669,"share":"https://ttm.financial/m/news/1146548462?lang=&edition=fundamental","pubTime":"2022-10-20 22:37","market":"us","language":"en","title":"Wall Street Is Taking a \"YOLO\" Page Out of Retail’s Playbook","url":"https://stock-news.laohu8.com/highlight/detail?id=1146548462","media":"Bloomberg","summary":"‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-","content":"<div>\n<p>‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-risk bets in stock markets.Now, it might also be the inspiration for a growing group of professional...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Wall Street Is Taking a \"YOLO\" Page Out of Retail’s Playbook</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; 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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\">\nWall Street Is Taking a \"YOLO\" Page Out of Retail’s Playbook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 22:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-risk bets in stock markets.Now, it might also be the inspiration for a growing group of professional...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF","SPY":"标普500ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-20/wall-street-is-taking-a-yolo-page-out-of-retail-s-playbook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146548462","content_text":"‘You Only Live Once’ became the rallying cry of retail traders in certain Reddit forums making high-risk bets in stock markets.Now, it might also be the inspiration for a growing group of professional investors who appear to be taking a page out of retail’s playbook with a controversial options strategy.That’s according to Nomura Securities International Inc. Strategist Charlie McElligott, who’s blaming a proliferation of professionals piling into options right before their expiry for exacerbating recent swings in markets.The strategy of trading options close to their expiry has become a popular strategy on forums such as WallStreetBets, with one person on the social media platform recently claiming to have lost a $100,000 inheritance after tradingone-day puts on the S&P 500.“YOLOing into 0 and 1 Days-Til-Expiration (DTE) options has now been ‘institutionalized’ by vol traders at many of the largest funds on the Street,” McElligott wrote in a note to clients. “It’s not about retail-alone playing this game anymore.”“We have seen witnessed some absolutely biblical usage of 0DTE and 1DTE options, and it’s acting like jet fuel being dumped on the already out of control ‘macro’ fire occurring into persistent ‘negative gamma’ momentum overshoot flows,” he added. “Using the certainty of dealer hedging flows that their orders create to then amplify and ‘juice’ the intended directional market move … before closing-out positions mere hours later by end of day.”He estimates that 0-1DTE options are making up a growing portion of the total options written on the S&P 500. Some days in September saw such options make up as much as 65% of the total.Source: NomuraBuying these one- or zero-days to expiration options can expose investors to big profits and losses as they’re typically more vulnerable to changes in the price of the underlying stock or index. That means the contracts can fluctuate wildly in value, even if they’re only held for a day or two.The “institutionalization” of these contracts is also making markets more vulnerable to big swings over all, according to McElligott. The amount of sensitivity in the options market to underlying stocks, indexes and exchange-traded fund — known asdeltain trader parlance — is now on a par with the depths of the Covid-19 crash in March 2020 and the so-called ‘Volmageddon’ of early 2018, he says.Source: Nomura“Most critically as it relates to the outrageous ranges and swings this past week in US equities and into the upcoming expiration, it is the staggering amount of (negative) front-delta into Friday’s [options expiry] that has then needed to be traded on the approach, which is then acting as further shadow-convexity in the market,” he says.","news_type":1,"symbols_score_info":{"QQQ":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989257046,"gmtCreate":1666027832986,"gmtModify":1676537694150,"author":{"id":"3580885018724923","authorId":"3580885018724923","name":"Desss","avatar":"https://static.tigerbbs.com/c7a291e99a359eceaf66e0077b29b20b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580885018724923","authorIdStr":"3580885018724923"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox Corporation(RBLX)$</a><v-v data-views=\"1\"></v-v>good buy","listText":"<a href=\"https://ttm.financial/S/RBLX\">$Roblox Corporation(RBLX)$</a><v-v data-views=\"1\"></v-v>good buy","text":"$Roblox Corporation(RBLX)$good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989257046","isVote":1,"tweetType":1,"viewCount":1997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989254713,"gmtCreate":1666027775532,"gmtModify":1676537694143,"author":{"id":"3580885018724923","authorId":"3580885018724923","name":"Desss","avatar":"https://static.tigerbbs.com/c7a291e99a359eceaf66e0077b29b20b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580885018724923","authorIdStr":"3580885018724923"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989254713","repostId":"1102401846","repostType":4,"repost":{"id":"1102401846","kind":"news","pubTimestamp":1666017564,"share":"https://ttm.financial/m/news/1102401846?lang=&edition=fundamental","pubTime":"2022-10-17 22:39","market":"us","language":"en","title":"British U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)","url":"https://stock-news.laohu8.com/highlight/detail?id=1102401846","media":"the wall street journal","summary":"On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax","content":"<div>\n<p>On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax cuts promised by his predecessor.In its game of chicken with the U.K. government, the Bank of ...</p>\n\n<a href=\"https://www.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main\">Web Link</a>\n\n</div>\n","source":"wsj_highlight","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>British U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)</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; 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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\">\nBritish U-Turn Shows Central Banks Still Rule (and That’s Not Always Good)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 22:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax cuts promised by his predecessor.In its game of chicken with the U.K. government, the Bank of ...</p>\n\n<a href=\"https://www.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/british-u-turn-shows-central-banks-still-rule-and-thats-not-always-good-11666016908?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102401846","content_text":"On Monday, U.K. Treasury chief, Jeremy Hunt, rolled back about £32 billion of the £45 billion in tax cuts promised by his predecessor.In its game of chicken with the U.K. government, the Bank of England has emerged victorious. Investors are relieved, but in truth nobody has much to celebrate.On Monday, U.K. Treasury chief Jeremy Huntrolled back £32 billion, equivalent to about $36 billion, out of the £45 billion in tax cuts promised by his predecessorKwasi Kwarteng. British sovereign bonds rallied, particularly those with shorter maturities.BOE Gov. Andrew Bailey’s gamble paid off. Last week, he reiterated that bond buying wouldn’t be extended, putting the pension-fund industry at risk. Gilts set the price for U.K. government borrowing but also are key for financial stability, so neither the BOE nor the Treasury could afford to let the volatility sparked by Mr. Kwarteng’s plans persist. But the government blinked first, after financial instability sparked a rebellion within the Conservative Party.The incident highlights why investors shouldre-evaluate bonds. Yields can only go so high relative to interest-rate expectations before officials are forced to intervene one way or another. The message for politicians is also clear: Even if central bankers ultimately step in during a crisis, antagonizing them can easily backfire, because they are harder to remove than elected officials.Contrary to recent chatter in the City of London and on Wall Street, though, it is doubtful investors ever genuinely feared so-called fiscal domination: U.K. politicians overriding the BOE and creating endless inflation. If that were the case, sterling’s initial drop against the eurowouldn’t have reversed so quickly.But this also means that Mr. Hunt’s U-turn doesn’t provide the economy, or the pound, with much upside from here.While it is good that Mr. Kwarteng’sill-conceived tax cutshave been canceled, U.K. policy is now more aimless than ever, trapped between another potential leadership battle and the prospect of a straight-jacketed government until as late as January 2025—the deadline for a parliamentary election. Mr. Hunt seems to be focused on reducing bond yields over the next two weeks so that, when the U.K.’s independent fiscal watchdog publishes its medium-term projections for public debt, they are a bit less scary. At current levels, a flat debt-to-output ratio in three years’ time would demand £40 billion more in annual savings, according toSamuel Tombsat Pantheon Macroeconomics.“All departments will need to redouble their efforts to find savings and some areas of spending will need to be cut,” Mr. Hunt said Monday.Such talk echoes the fiscal orthodoxy that sapped U.K. growth in the 2010s. Even the inflation-reducing energy-bill cap is set to be redrawn next year to reduce expenses. Public-sector austerity has become yet another risk for the country’s economy, on top of rising energy and mortgage costs and a shrinking labor force.After Monday’s gilt-market rally, yields remain elevated. The problem is that they are determined more by the central bank than by the stock of government debt, and the BOE finds it easier to ignore concerns other than high inflation. It has refused to act more decisively to help pension funds unwind their leverage quickly—leverage motivated by accounting standards enforced by regulators—and even remains committed to selling its own bond portfolio. Since Mr. Baileysaid in a speech Saturdaythat these bond sales aren’t part of setting monetary policy, the only rationale for not suspending them can be establishing its own supremacy over the Treasury.An important learning from the post-2008 period was that some coordination between governments and central banks can lead to better outcomes. As the U.K. has so dramatically shown, this also risks getting eroded by rising interest rates.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980588381,"gmtCreate":1665770167243,"gmtModify":1676537662363,"author":{"id":"3580885018724923","authorId":"3580885018724923","name":"Desss","avatar":"https://static.tigerbbs.com/c7a291e99a359eceaf66e0077b29b20b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580885018724923","authorIdStr":"3580885018724923"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$</a><v-v data-views=\"0\"></v-v>","text":"$Semiconductor Bull 3X Shares(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980588381","isVote":1,"tweetType":1,"viewCount":2227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}