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StanGaming
StanGaming
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2022-10-31
$Tiger Brokers(TIGR)$
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StanGaming
StanGaming
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2022-10-06
bvc
3 Warren Buffett Stocks Most Likely to Soar in Q4
There's no guarantee these Buffett stocks will take off. But the chances appear to be pretty good.
3 Warren Buffett Stocks Most Likely to Soar in Q4
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StanGaming
StanGaming
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2021-08-17
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S&P 500, Dow hit record highs as defensive shares shine
* Healthcare sector rises over 1%, utilities, staples gain * Cyclical areas off: Energy, materials,
S&P 500, Dow hit record highs as defensive shares shine
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StanGaming
StanGaming
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2021-08-09
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Dollar hits four-month high on euro amid bets for earlier Fed taper
TOKYO, Aug 9 (Reuters) - The dollar touched a four-month high versus the euro and a two-week peak to
Dollar hits four-month high on euro amid bets for earlier Fed taper
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StanGaming
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2021-08-09
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Dollar hits four-month high on euro amid bets for earlier Fed taper
TOKYO, Aug 9 (Reuters) - The dollar touched a four-month high versus the euro and a two-week peak to
Dollar hits four-month high on euro amid bets for earlier Fed taper
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StanGaming
StanGaming
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2021-08-02
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StanGaming
StanGaming
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2021-08-01
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StanGaming
StanGaming
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2021-07-29
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StanGaming
StanGaming
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2021-07-23
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StanGaming
StanGaming
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2021-07-22
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Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600
Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob
Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600
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23:32","market":"us","language":"en","title":"3 Warren Buffett Stocks Most Likely to Soar in Q4","url":"https://stock-news.laohu8.com/highlight/detail?id=2272834099","media":"Motley Fool","summary":"There's no guarantee these Buffett stocks will take off. But the chances appear to be pretty good.","content":"<div>\n<p>Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/\">Web Link</a>\n\n</div>\n","source":"fool_stock","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>3 Warren Buffett Stocks Most Likely to Soar in Q4</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\">\n3 Warren Buffett Stocks Most Likely to Soar in Q4\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 23:32 GMT+8 <a href=https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","OXY":"西方石油","BRK.A":"伯克希尔","CVX":"雪佛龙","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272834099","content_text":"Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects for the stocks he buys for Berkshire Hathaway.That is absolutely the correct mindset to have. However, if I had to pick the stocks in Berkshire's portfolio that would probably deliver strong gains over the near term, the decision wouldn't be that difficult. Here are the three Buffett stocks I think are most likely to soar in Q4.1. ChevronChevron now ranks as the fourth-largest position in Buffett's portfolio. It's one of the few stocks that the Berkshire Hathaway CEO has been consistently buying for several consecutive quarters.The oil and gas giant also stands as one of the few big winners for Buffett so far in 2022. Chevron's share price has jumped close to 30% year to date. This gain stemmed in large part from Ukraine war, a move that disrupted the global energy market.I think that Chevron stock will probably move even higher in Q4. Any hopes that the Russia-Ukraine conflict would end quickly have evaporated. European Union leaders agreed to ban 90% of most Russian oil imports by the end of this year. OPEC+ members are meeting this week to consider cutting oil production.All of this could translate to higher oil prices, which would be bad news for the public but good news for Chevron. With shares trading at around nine times expected earnings, Chevron's valuation isn't so great that the stock wouldn't benefit from further global supply tightening.2. Occidental PetroleumBuffett has become a huge fan of Occidental Petroleum. After months of aggressive buying, Berkshire now owns nearly 21% of the oil and gas company.Occidental has been the best-performing stock in Berkshire's entire portfolio so far this year. Its shares have skyrocketed by more than 120%. At one point, Oxy was up over 150% year to date.Can Occidental keep its momentum going in Q4? I think so. Importantly, the company benefits from the same global dynamics that should help Chevron. The two stocks also share nearly identical forward earnings multiples.But there's another factor that could boost Occidental stock even more this year. In August, Berkshire won regulatory authorization to acquire up to 50% of Occidental. If Buffett keeps buying shares, it's almost a certainty that Occidental stock will keep rising.3. AppleYou could make a good case that Apple ranks as Buffett's favorite stock after Berkshire itself. Apple is by far the biggest holding in Berkshire's portfolio. Buffett has referred to it as one of Berkshire's \"four giants.\" The other three \"giants\" -- the insurance business, BNSF Railway, and Berkshire Hathaway Energy -- are Berkshire subsidiaries.Unlike Chevron and Occidental, Apple has been a loser for Buffett in 2022. Shares of the tech giant have plunged around 20% year to date.Don't think for a second that Apple can't rebound strongly in Q4, though. One key reason behind the stock's recent slide is a Bloomberg report that Apple asked certain suppliers to scale back production of the new iPhone 14. But stories based on anonymous sources don't always pan out.At least one Wall Street analyst, Rosenblatt Securities, thinks that consumers in the U.S. and in other countries could enthusiastically buy Apple's new products. All it would take for Apple stock to soar from current levels is for the company to beat sales expectations during the holiday season.","news_type":1,"symbols_score_info":{"OXY":0.9,"AAPL":0.9,"CVX":0.9,"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839550558,"gmtCreate":1629168058774,"gmtModify":1676529952018,"author":{"id":"3582842150686934","authorId":"3582842150686934","name":"StanGaming","avatar":"https://static.tigerbbs.com/41539c1619b6d77fcf04843f2a579fd9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582842150686934","idStr":"3582842150686934"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839550558","repostId":"2160278866","repostType":4,"repost":{"id":"2160278866","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629153526,"share":"https://ttm.financial/m/news/2160278866?lang=&edition=fundamental","pubTime":"2021-08-17 06:38","market":"us","language":"en","title":"S&P 500, Dow hit record highs as defensive shares shine","url":"https://stock-news.laohu8.com/highlight/detail?id=2160278866","media":"Reuters","summary":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, ","content":"<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Dow hit record highs as defensive shares shine</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\">\nS&P 500, Dow hit record highs as defensive shares shine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-17 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Healthcare sector rises over 1%, utilities, staples gain</p>\n<p>* Cyclical areas off: Energy, materials, financials weak</p>\n<p>* China factory output, retail sales growth slow sharply</p>\n<p>* Tesla slumps after U.S. opens probe into Autopilot</p>\n<p>* Dow up 0.31%, S&P up 0.26%, Nasdaq down 0.2%</p>\n<p>Aug 16 (Reuters) - The benchmark S&P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.</p>\n<p>Economically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.</p>\n<p>But healthcare gained 1.1%, the best-performing S&P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.</p>\n<p>The S&P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.</p>\n<p>\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p>\n<p>The Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&P 500 has gained 100% since its March 2020 low.</p>\n<p>“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.</p>\n<p>Investors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.</p>\n<p>Investors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.</p>\n<p>In company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.</p>\n<p>About 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF-ProShares",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","TSLA":"特斯拉","OEX":"标普100","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160278866","content_text":"* Healthcare sector rises over 1%, utilities, staples gain\n* Cyclical areas off: Energy, materials, financials weak\n* China factory output, retail sales growth slow sharply\n* Tesla slumps after U.S. opens probe into Autopilot\n* Dow up 0.31%, S&P up 0.26%, Nasdaq down 0.2%\nAug 16 (Reuters) - The benchmark S&P 500 and the Dow industrials hit record highs on Monday as investors moved into defensive sectors and stocks recovered from losses earlier in the session, shaking off glum economic data out of China.\nEconomically sensitive groups such as energy, materials and financials were weaker after China's factory output and retail sales growth slowed sharply and missed expectations in July, as new COVID-19 outbreaks and floods disrupted business operations.\nBut healthcare gained 1.1%, the best-performing S&P 500 sector. Utilities and consumer staples -- also generally regarded as defensive sectors -- further bolstered market gains.\nThe S&P 500 and the Dow both posted record high closes for their fifth straight sessions, even after the major indexes were initially well in the red.\n\"There is just huge amounts of liquidity, massive amounts of cash out there, both on corporate balance sheets and in private investors’ pockets, and because of that every tiny dip that there is, people look for bargains and they buy and they keep it buoyant,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.\nThe Dow Jones Industrial Average rose 110.02 points, or 0.31%, to 35,625.4, the S&P 500 gained 11.71 points, or 0.26%, to 4,479.71 and the Nasdaq Composite dropped 29.14 points, or 0.2%, to 14,793.76.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season along with accommodative monetary policy has underpinned positive sentiment for equities. The S&P 500 has gained 100% since its March 2020 low.\n“The overall environment remains supportive of risk assets, so there is a gravitational pull upward for stocks,” said Kristina Hooper, chief global market strategist at Invesco.\nInvestors are looking for signs about when the Federal Reserve will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday. A resurgence in COVID-19 cases and the impact on the economy are keeping markets on edge, with investors watching earnings reports from major retailers due later in the week.\nInvestors were also digesting news from Afghanistan, where thousands of civilians desperate to flee the country thronged Kabul airport after the Taliban seized the capital.\nIn company news, Tesla shares fell 4.3% after U.S. auto safety regulators said they had opened a formal safety probe into the company's driver assistance system Autopilot after a series of crashes involving emergency vehicles.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.75-to-1 ratio; on Nasdaq, a 2.22-to-1 ratio favored decliners.\nThe S&P 500 posted 68 new 52-week highs and one new lows; the Nasdaq Composite recorded 72 new highs and 259 new lows.\nAbout 8.5 billion shares changed hands in U.S. exchanges, below the 9.2 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ESmain":0.9,"UPRO":0.9,".IXIC":0.9,"SPXU":0.9,"SDS":0.9,"SH":0.9,".DJI":0.9,"OEF":0.9,"OEX":0.9,"SSO":0.9,"IVV":0.9,".SPX":0.9,"TSLA":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898688792,"gmtCreate":1628493157316,"gmtModify":1703507000864,"author":{"id":"3582842150686934","authorId":"3582842150686934","name":"StanGaming","avatar":"https://static.tigerbbs.com/41539c1619b6d77fcf04843f2a579fd9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582842150686934","idStr":"3582842150686934"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898688792","repostId":"2158414718","repostType":4,"repost":{"id":"2158414718","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1628490226,"share":"https://ttm.financial/m/news/2158414718?lang=&edition=fundamental","pubTime":"2021-08-09 14:23","market":"other","language":"en","title":"Dollar hits four-month high on euro amid bets for earlier Fed taper","url":"https://stock-news.laohu8.com/highlight/detail?id=2158414718","media":"Reuters","summary":"TOKYO, Aug 9 (Reuters) - The dollar touched a four-month high versus the euro and a two-week peak to","content":"<p>TOKYO, Aug 9 (Reuters) - The dollar touched a four-month high versus the euro and a two-week peak to the yen as traders positioned for an earlier tapering of Federal Reserve stimulus.</p>\n<p>The greenback strengthened as far as $1.1742 to the single currency, extending a 0.6% pop from Friday, when a strong U.S. jobs report stoked bets that a reduction in asset purchases could start this year and higher interest rates could follow as soon as 2022.</p>\n<p>It climbed as high as 110.37 yen, following a 0.4% rally at the end of last week.</p>\n<p>\"U.S. payrolls were a game-changer,\" Chris Weston, head of research at brokerage Pepperstone in Melbourne, wrote in a client note.</p>\n<p>The dollar index is eyeing a close above 93, while the currency could head for $1.1704 per euro, Weston wrote, adding that it could climb further versus the yen too should U.S. yields continue to tick higher.</p>\n<p>The benchmark 10-year Treasury yield jumped 8 basis points on Friday to a two-week high of 1.3053%. There was no trading in Tokyo on Monday with Japan shut for a national holiday. Singapore markets were also closed.</p>\n<p>Friday's non-farm payroll report showed jobs increased by 943,000 in July compared with the 870,000 forecast by economists in a Reuters poll. Numbers for May and June were also revised up.</p>\n<p>\"The strong U.S. report appears to clear the last hurdle for the Fed's tapering,\" Mizuho Bank strategist Ken Cheung wrote in a research note.</p>\n<p>Cheung said market participants had pushed forward the Fed's tapering announcement to as early as the Jackson Hole symposium in late August.</p>\n<p>The Fed has made the labour market recovery a condition of tighter monetary policy, and most officials back the view that a jump in inflation will prove transitory, though there is debate over how prolonged it could be.</p>\n<p>Traders will be keenly watching a U.S. consumer price report on Wednesday.</p>\n<p>Last week, Fed Vice Chair Richard Clarida suggested that conditions for hiking interest rates might be met as soon as late 2022.</p>\n<p>The dollar climbed to a nearly two-week high of $1.38565 to sterling on Monday.</p>\n<p>It earlier rallied as much as 0.4% against each of its Australian and New Zealand counterparts, before reversing course to post small losses.</p>\n<p>The Aussie was 0.03% higher at $0.7356 and the kiwi gained 0.16% to $0.70205.</p>\n<p>========================================================</p>\n<p>Currency bid prices at 0547 GMT</p>\n<p>Description RIC Last U.S. Close Pct Change YTD Pct High Bid Low Bid</p>\n<p>Previous Change</p>\n<p>Session</p>\n<p>Euro/Dollar $1.1763 $1.1763 +0.00% -3.72% +1.1769 +1.1742</p>\n<p>Dollar/Yen 110.1800 110.2100 -0.03% +6.67% +110.3100 +110.1800</p>\n<p>Euro/Yen <EURJPY=EB 129.60 129.65 -0.04% +2.11% +129.6700 +129.5100</p>\n<p>S></p>\n<p>Dollar/Swiss 0.9148 0.9152 -0.04% +3.40% +0.9162 +0.9147</p>\n<p>Sterling/Dollar 1.3871 1.3875 -0.07% +1.49% +1.3874 +1.3857</p>\n<p>Dollar/Canadian 1.2559 1.2552 +0.07% -1.36% +1.2583 +1.2558</p>\n<p>Aussie/Dollar 0.7357 0.7355 +0.03% -4.37% +0.7360 +0.7329</p>\n<p>NZ 0.7022 0.7011 +0.16% -2.21% +0.7024 +0.6980</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dollar hits four-month high on euro amid bets for earlier Fed taper</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\">\nDollar hits four-month high on euro amid bets for earlier Fed taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-09 14:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TOKYO, Aug 9 (Reuters) - The dollar touched a four-month high versus the euro and a two-week peak to the yen as traders positioned for an earlier tapering of Federal Reserve stimulus.</p>\n<p>The greenback strengthened as far as $1.1742 to the single currency, extending a 0.6% pop from Friday, when a strong U.S. jobs report stoked bets that a reduction in asset purchases could start this year and higher interest rates could follow as soon as 2022.</p>\n<p>It climbed as high as 110.37 yen, following a 0.4% rally at the end of last week.</p>\n<p>\"U.S. payrolls were a game-changer,\" Chris Weston, head of research at brokerage Pepperstone in Melbourne, wrote in a client note.</p>\n<p>The dollar index is eyeing a close above 93, while the currency could head for $1.1704 per euro, Weston wrote, adding that it could climb further versus the yen too should U.S. yields continue to tick higher.</p>\n<p>The benchmark 10-year Treasury yield jumped 8 basis points on Friday to a two-week high of 1.3053%. There was no trading in Tokyo on Monday with Japan shut for a national holiday. Singapore markets were also closed.</p>\n<p>Friday's non-farm payroll report showed jobs increased by 943,000 in July compared with the 870,000 forecast by economists in a Reuters poll. Numbers for May and June were also revised up.</p>\n<p>\"The strong U.S. report appears to clear the last hurdle for the Fed's tapering,\" Mizuho Bank strategist Ken Cheung wrote in a research note.</p>\n<p>Cheung said market participants had pushed forward the Fed's tapering announcement to as early as the Jackson Hole symposium in late August.</p>\n<p>The Fed has made the labour market recovery a condition of tighter monetary policy, and most officials back the view that a jump in inflation will prove transitory, though there is debate over how prolonged it could be.</p>\n<p>Traders will be keenly watching a U.S. consumer price report on Wednesday.</p>\n<p>Last week, Fed Vice Chair Richard Clarida suggested that conditions for hiking interest rates might be met as soon as late 2022.</p>\n<p>The dollar climbed to a nearly two-week high of $1.38565 to sterling on Monday.</p>\n<p>It earlier rallied as much as 0.4% against each of its Australian and New Zealand counterparts, before reversing course to post small losses.</p>\n<p>The Aussie was 0.03% higher at $0.7356 and the kiwi gained 0.16% to $0.70205.</p>\n<p>========================================================</p>\n<p>Currency bid prices at 0547 GMT</p>\n<p>Description RIC Last U.S. Close Pct Change YTD Pct High Bid Low Bid</p>\n<p>Previous Change</p>\n<p>Session</p>\n<p>Euro/Dollar $1.1763 $1.1763 +0.00% -3.72% +1.1769 +1.1742</p>\n<p>Dollar/Yen 110.1800 110.2100 -0.03% +6.67% +110.3100 +110.1800</p>\n<p>Euro/Yen <EURJPY=EB 129.60 129.65 -0.04% +2.11% +129.6700 +129.5100</p>\n<p>S></p>\n<p>Dollar/Swiss 0.9148 0.9152 -0.04% +3.40% +0.9162 +0.9147</p>\n<p>Sterling/Dollar 1.3871 1.3875 -0.07% +1.49% +1.3874 +1.3857</p>\n<p>Dollar/Canadian 1.2559 1.2552 +0.07% -1.36% +1.2583 +1.2558</p>\n<p>Aussie/Dollar 0.7357 0.7355 +0.03% -4.37% +0.7360 +0.7329</p>\n<p>NZ 0.7022 0.7011 +0.16% -2.21% +0.7024 +0.6980</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158414718","content_text":"TOKYO, Aug 9 (Reuters) - The dollar touched a four-month high versus the euro and a two-week peak to the yen as traders positioned for an earlier tapering of Federal Reserve stimulus.\nThe greenback strengthened as far as $1.1742 to the single currency, extending a 0.6% pop from Friday, when a strong U.S. jobs report stoked bets that a reduction in asset purchases could start this year and higher interest rates could follow as soon as 2022.\nIt climbed as high as 110.37 yen, following a 0.4% rally at the end of last week.\n\"U.S. payrolls were a game-changer,\" Chris Weston, head of research at brokerage Pepperstone in Melbourne, wrote in a client note.\nThe dollar index is eyeing a close above 93, while the currency could head for $1.1704 per euro, Weston wrote, adding that it could climb further versus the yen too should U.S. yields continue to tick higher.\nThe benchmark 10-year Treasury yield jumped 8 basis points on Friday to a two-week high of 1.3053%. There was no trading in Tokyo on Monday with Japan shut for a national holiday. Singapore markets were also closed.\nFriday's non-farm payroll report showed jobs increased by 943,000 in July compared with the 870,000 forecast by economists in a Reuters poll. Numbers for May and June were also revised up.\n\"The strong U.S. report appears to clear the last hurdle for the Fed's tapering,\" Mizuho Bank strategist Ken Cheung wrote in a research note.\nCheung said market participants had pushed forward the Fed's tapering announcement to as early as the Jackson Hole symposium in late August.\nThe Fed has made the labour market recovery a condition of tighter monetary policy, and most officials back the view that a jump in inflation will prove transitory, though there is debate over how prolonged it could be.\nTraders will be keenly watching a U.S. consumer price report on Wednesday.\nLast week, Fed Vice Chair Richard Clarida suggested that conditions for hiking interest rates might be met as soon as late 2022.\nThe dollar climbed to a nearly two-week high of $1.38565 to sterling on Monday.\nIt earlier rallied as much as 0.4% against each of its Australian and New Zealand counterparts, before reversing course to post small losses.\nThe Aussie was 0.03% higher at $0.7356 and the kiwi gained 0.16% to $0.70205.\n========================================================\nCurrency bid prices at 0547 GMT\nDescription RIC Last U.S. Close Pct Change YTD Pct High Bid Low Bid\nPrevious Change\nSession\nEuro/Dollar $1.1763 $1.1763 +0.00% -3.72% +1.1769 +1.1742\nDollar/Yen 110.1800 110.2100 -0.03% +6.67% +110.3100 +110.1800\nEuro/Yen <EURJPY=EB 129.60 129.65 -0.04% +2.11% +129.6700 +129.5100\nS>\nDollar/Swiss 0.9148 0.9152 -0.04% +3.40% +0.9162 +0.9147\nSterling/Dollar 1.3871 1.3875 -0.07% +1.49% +1.3874 +1.3857\nDollar/Canadian 1.2559 1.2552 +0.07% -1.36% +1.2583 +1.2558\nAussie/Dollar 0.7357 0.7355 +0.03% -4.37% +0.7360 +0.7329\nNZ 0.7022 0.7011 +0.16% -2.21% +0.7024 +0.6980","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898615763,"gmtCreate":1628492509752,"gmtModify":1703506990497,"author":{"id":"3582842150686934","authorId":"3582842150686934","name":"StanGaming","avatar":"https://static.tigerbbs.com/41539c1619b6d77fcf04843f2a579fd9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582842150686934","idStr":"3582842150686934"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898615763","repostId":"2158414718","repostType":4,"repost":{"id":"2158414718","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1628490226,"share":"https://ttm.financial/m/news/2158414718?lang=&edition=fundamental","pubTime":"2021-08-09 14:23","market":"other","language":"en","title":"Dollar hits four-month high on euro amid bets for earlier Fed taper","url":"https://stock-news.laohu8.com/highlight/detail?id=2158414718","media":"Reuters","summary":"TOKYO, Aug 9 (Reuters) - The dollar touched a four-month high versus the euro and a two-week peak to","content":"<p>TOKYO, Aug 9 (Reuters) - The dollar touched a four-month high versus the euro and a two-week peak to the yen as traders positioned for an earlier tapering of Federal Reserve stimulus.</p>\n<p>The greenback strengthened as far as $1.1742 to the single currency, extending a 0.6% pop from Friday, when a strong U.S. jobs report stoked bets that a reduction in asset purchases could start this year and higher interest rates could follow as soon as 2022.</p>\n<p>It climbed as high as 110.37 yen, following a 0.4% rally at the end of last week.</p>\n<p>\"U.S. payrolls were a game-changer,\" Chris Weston, head of research at brokerage Pepperstone in Melbourne, wrote in a client note.</p>\n<p>The dollar index is eyeing a close above 93, while the currency could head for $1.1704 per euro, Weston wrote, adding that it could climb further versus the yen too should U.S. yields continue to tick higher.</p>\n<p>The benchmark 10-year Treasury yield jumped 8 basis points on Friday to a two-week high of 1.3053%. There was no trading in Tokyo on Monday with Japan shut for a national holiday. Singapore markets were also closed.</p>\n<p>Friday's non-farm payroll report showed jobs increased by 943,000 in July compared with the 870,000 forecast by economists in a Reuters poll. Numbers for May and June were also revised up.</p>\n<p>\"The strong U.S. report appears to clear the last hurdle for the Fed's tapering,\" Mizuho Bank strategist Ken Cheung wrote in a research note.</p>\n<p>Cheung said market participants had pushed forward the Fed's tapering announcement to as early as the Jackson Hole symposium in late August.</p>\n<p>The Fed has made the labour market recovery a condition of tighter monetary policy, and most officials back the view that a jump in inflation will prove transitory, though there is debate over how prolonged it could be.</p>\n<p>Traders will be keenly watching a U.S. consumer price report on Wednesday.</p>\n<p>Last week, Fed Vice Chair Richard Clarida suggested that conditions for hiking interest rates might be met as soon as late 2022.</p>\n<p>The dollar climbed to a nearly two-week high of $1.38565 to sterling on Monday.</p>\n<p>It earlier rallied as much as 0.4% against each of its Australian and New Zealand counterparts, before reversing course to post small losses.</p>\n<p>The Aussie was 0.03% higher at $0.7356 and the kiwi gained 0.16% to $0.70205.</p>\n<p>========================================================</p>\n<p>Currency bid prices at 0547 GMT</p>\n<p>Description RIC Last U.S. Close Pct Change YTD Pct High Bid Low Bid</p>\n<p>Previous Change</p>\n<p>Session</p>\n<p>Euro/Dollar $1.1763 $1.1763 +0.00% -3.72% +1.1769 +1.1742</p>\n<p>Dollar/Yen 110.1800 110.2100 -0.03% +6.67% +110.3100 +110.1800</p>\n<p>Euro/Yen <EURJPY=EB 129.60 129.65 -0.04% +2.11% +129.6700 +129.5100</p>\n<p>S></p>\n<p>Dollar/Swiss 0.9148 0.9152 -0.04% +3.40% +0.9162 +0.9147</p>\n<p>Sterling/Dollar 1.3871 1.3875 -0.07% +1.49% +1.3874 +1.3857</p>\n<p>Dollar/Canadian 1.2559 1.2552 +0.07% -1.36% +1.2583 +1.2558</p>\n<p>Aussie/Dollar 0.7357 0.7355 +0.03% -4.37% +0.7360 +0.7329</p>\n<p>NZ 0.7022 0.7011 +0.16% -2.21% +0.7024 +0.6980</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dollar hits four-month high on euro amid bets for earlier Fed taper</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\">\nDollar hits four-month high on euro amid bets for earlier Fed taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-09 14:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TOKYO, Aug 9 (Reuters) - The dollar touched a four-month high versus the euro and a two-week peak to the yen as traders positioned for an earlier tapering of Federal Reserve stimulus.</p>\n<p>The greenback strengthened as far as $1.1742 to the single currency, extending a 0.6% pop from Friday, when a strong U.S. jobs report stoked bets that a reduction in asset purchases could start this year and higher interest rates could follow as soon as 2022.</p>\n<p>It climbed as high as 110.37 yen, following a 0.4% rally at the end of last week.</p>\n<p>\"U.S. payrolls were a game-changer,\" Chris Weston, head of research at brokerage Pepperstone in Melbourne, wrote in a client note.</p>\n<p>The dollar index is eyeing a close above 93, while the currency could head for $1.1704 per euro, Weston wrote, adding that it could climb further versus the yen too should U.S. yields continue to tick higher.</p>\n<p>The benchmark 10-year Treasury yield jumped 8 basis points on Friday to a two-week high of 1.3053%. There was no trading in Tokyo on Monday with Japan shut for a national holiday. Singapore markets were also closed.</p>\n<p>Friday's non-farm payroll report showed jobs increased by 943,000 in July compared with the 870,000 forecast by economists in a Reuters poll. Numbers for May and June were also revised up.</p>\n<p>\"The strong U.S. report appears to clear the last hurdle for the Fed's tapering,\" Mizuho Bank strategist Ken Cheung wrote in a research note.</p>\n<p>Cheung said market participants had pushed forward the Fed's tapering announcement to as early as the Jackson Hole symposium in late August.</p>\n<p>The Fed has made the labour market recovery a condition of tighter monetary policy, and most officials back the view that a jump in inflation will prove transitory, though there is debate over how prolonged it could be.</p>\n<p>Traders will be keenly watching a U.S. consumer price report on Wednesday.</p>\n<p>Last week, Fed Vice Chair Richard Clarida suggested that conditions for hiking interest rates might be met as soon as late 2022.</p>\n<p>The dollar climbed to a nearly two-week high of $1.38565 to sterling on Monday.</p>\n<p>It earlier rallied as much as 0.4% against each of its Australian and New Zealand counterparts, before reversing course to post small losses.</p>\n<p>The Aussie was 0.03% higher at $0.7356 and the kiwi gained 0.16% to $0.70205.</p>\n<p>========================================================</p>\n<p>Currency bid prices at 0547 GMT</p>\n<p>Description RIC Last U.S. Close Pct Change YTD Pct High Bid Low Bid</p>\n<p>Previous Change</p>\n<p>Session</p>\n<p>Euro/Dollar $1.1763 $1.1763 +0.00% -3.72% +1.1769 +1.1742</p>\n<p>Dollar/Yen 110.1800 110.2100 -0.03% +6.67% +110.3100 +110.1800</p>\n<p>Euro/Yen <EURJPY=EB 129.60 129.65 -0.04% +2.11% +129.6700 +129.5100</p>\n<p>S></p>\n<p>Dollar/Swiss 0.9148 0.9152 -0.04% +3.40% +0.9162 +0.9147</p>\n<p>Sterling/Dollar 1.3871 1.3875 -0.07% +1.49% +1.3874 +1.3857</p>\n<p>Dollar/Canadian 1.2559 1.2552 +0.07% -1.36% +1.2583 +1.2558</p>\n<p>Aussie/Dollar 0.7357 0.7355 +0.03% -4.37% +0.7360 +0.7329</p>\n<p>NZ 0.7022 0.7011 +0.16% -2.21% +0.7024 +0.6980</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158414718","content_text":"TOKYO, Aug 9 (Reuters) - The dollar touched a four-month high versus the euro and a two-week peak to the yen as traders positioned for an earlier tapering of Federal Reserve stimulus.\nThe greenback strengthened as far as $1.1742 to the single currency, extending a 0.6% pop from Friday, when a strong U.S. jobs report stoked bets that a reduction in asset purchases could start this year and higher interest rates could follow as soon as 2022.\nIt climbed as high as 110.37 yen, following a 0.4% rally at the end of last week.\n\"U.S. payrolls were a game-changer,\" Chris Weston, head of research at brokerage Pepperstone in Melbourne, wrote in a client note.\nThe dollar index is eyeing a close above 93, while the currency could head for $1.1704 per euro, Weston wrote, adding that it could climb further versus the yen too should U.S. yields continue to tick higher.\nThe benchmark 10-year Treasury yield jumped 8 basis points on Friday to a two-week high of 1.3053%. There was no trading in Tokyo on Monday with Japan shut for a national holiday. Singapore markets were also closed.\nFriday's non-farm payroll report showed jobs increased by 943,000 in July compared with the 870,000 forecast by economists in a Reuters poll. Numbers for May and June were also revised up.\n\"The strong U.S. report appears to clear the last hurdle for the Fed's tapering,\" Mizuho Bank strategist Ken Cheung wrote in a research note.\nCheung said market participants had pushed forward the Fed's tapering announcement to as early as the Jackson Hole symposium in late August.\nThe Fed has made the labour market recovery a condition of tighter monetary policy, and most officials back the view that a jump in inflation will prove transitory, though there is debate over how prolonged it could be.\nTraders will be keenly watching a U.S. consumer price report on Wednesday.\nLast week, Fed Vice Chair Richard Clarida suggested that conditions for hiking interest rates might be met as soon as late 2022.\nThe dollar climbed to a nearly two-week high of $1.38565 to sterling on Monday.\nIt earlier rallied as much as 0.4% against each of its Australian and New Zealand counterparts, before reversing course to post small losses.\nThe Aussie was 0.03% higher at $0.7356 and the kiwi gained 0.16% to $0.70205.\n========================================================\nCurrency bid prices at 0547 GMT\nDescription RIC Last U.S. Close Pct Change YTD Pct High Bid Low Bid\nPrevious Change\nSession\nEuro/Dollar $1.1763 $1.1763 +0.00% -3.72% +1.1769 +1.1742\nDollar/Yen 110.1800 110.2100 -0.03% +6.67% +110.3100 +110.1800\nEuro/Yen <EURJPY=EB 129.60 129.65 -0.04% +2.11% +129.6700 +129.5100\nS>\nDollar/Swiss 0.9148 0.9152 -0.04% +3.40% +0.9162 +0.9147\nSterling/Dollar 1.3871 1.3875 -0.07% +1.49% +1.3874 +1.3857\nDollar/Canadian 1.2559 1.2552 +0.07% -1.36% +1.2583 +1.2558\nAussie/Dollar 0.7357 0.7355 +0.03% -4.37% +0.7360 +0.7329\nNZ 0.7022 0.7011 +0.16% -2.21% +0.7024 +0.6980","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805229600,"gmtCreate":1627885063200,"gmtModify":1703497181218,"author":{"id":"3582842150686934","authorId":"3582842150686934","name":"StanGaming","avatar":"https://static.tigerbbs.com/41539c1619b6d77fcf04843f2a579fd9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582842150686934","idStr":"3582842150686934"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls 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like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802540196","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808343838,"gmtCreate":1627560772824,"gmtModify":1703492371423,"author":{"id":"3582842150686934","authorId":"3582842150686934","name":"StanGaming","avatar":"https://static.tigerbbs.com/41539c1619b6d77fcf04843f2a579fd9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582842150686934","idStr":"3582842150686934"},"themes":[],"htmlText":"pls like ","listText":"pls like ","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808343838","repostId":"2155990524","repostType":4,"isVote":1,"tweetType":1,"viewCount":2138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175095979,"gmtCreate":1626997870191,"gmtModify":1703481997524,"author":{"id":"3582842150686934","authorId":"3582842150686934","name":"StanGaming","avatar":"https://static.tigerbbs.com/41539c1619b6d77fcf04843f2a579fd9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582842150686934","idStr":"3582842150686934"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175095979","repostId":"2153603378","repostType":4,"isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176562377,"gmtCreate":1626908566299,"gmtModify":1703480203687,"author":{"id":"3582842150686934","authorId":"3582842150686934","name":"StanGaming","avatar":"https://static.tigerbbs.com/41539c1619b6d77fcf04843f2a579fd9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582842150686934","idStr":"3582842150686934"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176562377","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8 <a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}