美股频道 Stock USA

2021-09-08 20:52:32 In terms of earnings fundamentals, things look very similar to early 2018, which is perhaps a warning sign. Then, as now, expectations for year-ahead earnings had surged higher -- in that case, thanks to a raft of generous corporate tax cuts. This time around, optimism already seems to have peaked ... which is no doubt one of the reasons why strats feel comfortable reducing their recommended equity allocations. Regardless, it is pretty clear that the rate of change of expected earnings growth will have to come markedly lower at some point -- though as 2019 showed, that’s not necessarily an impediment to equity gains. 打开/如何

2021-09-08 20:50:42 今天也不错
Today’s 10-year auction cleared at 1.338%, nearly a bp and half through the when-issued yield of 1.352%.

Demand was strong; bid/cover of 2.59 was 1.3 standard deviations above the one year average, with indirect bidders taking down 71.1% of the print, also well above average. With directs buying 16.6%, that left dealers with just 12.3% of the sale, 1.3 SDs below average. It’s little surprise to see bond prices squeeze a bit higher after this result. 打开/如何

2021-09-03 15:52:19 The deceleration in hiring likely reflects both growing fears about the rapidly spreading delta variant of Covid-19 and difficulties filling vacant positions. In August, 5.6 million people reported they were unable to work because of the pandemic, up from 5.2 million a month earlier, the Labor Department said. 打开/如何

2021-09-03 15:51:42 失业率真正的考验要来了 打开/如何

2021-09-03 15:46:46 现金不值钱了？Cash is out, stocks and bonds are in. 打开/如何

2021-09-03 15:43:56 The weakness on the establishment survey side really does seem concentrated in leisure and hospitality. The rate of hiring in most of the other service sectors was not too dissimilar in August from July. Here’s a quick rundown:
trade, transportation and utilities: +24k (versus +61k in July)
information: +17k (versus +21k)
financial activities: +16k (versus +24k)
professional and business services: +74k (versus +79k)
education and health services: +35k (versus +88k)
other services: +37k (versus +46k) 打开/如何

2021-09-03 15:42:24 花街预计错了 打开/如何

2021-09-03 15:33:59 花街预计错了 打开/如何