U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant

Bloomberg2021-12-02

Fed rate path, inflation, valuations may all be playing a role Stock declines are much broader than from delta pullback Investors are worrying about a lot more than just the omicron variant, if ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

ndut88
2021-12-16
ndut88
Wow cant believe it
许哲东
2021-12-03
许哲东
End of money printing party..
jgaldon
2021-12-03
jgaldon
Inflation is here to stay, got savings? Where to park them?
DirtyGreen
2021-12-03
DirtyGreen
Wow
Universe宇宙
2021-12-02
Universe宇宙
Fed rate path, inflation, valuations, omicron covid virus variant, covid virus mutation, covid vaccine breakthrough by covid virus, hyperinflation, higher cost of goods, disappearing of certain favourite goods & services, covid vaccine side effects, increase or high tax rate, increase of fees and charges like property tax & waste collection services, and many more ... Buy more covid stocks to huat from the momentum? [财迷]
- Universe宇宙:
  😉
- DirtyGreen:
  like
- Universe宇宙:
  Time is bad. [难过]
gurug
2021-12-02
gurug
Today is a very red day all around
- JeremyChuax:
  Up

发表看法

141

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1139890977?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-12-02 14:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1139890977","market":"us","top_or_hot":-1,"title":"U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant","media":"Bloomberg","content":"<div>\n<p>Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant\">网页链接</a>\n\n</div>\n","source":"lsy1584095487587","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>U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant</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\">\nU.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".DJI","symbol_name":"道琼斯","start_time":0,"source_url":"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant","article_id":"1139890977","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1139890977","pubTimestamp":1638426308,"sourceInfo":{"source_id":"lsy1584095487587","name":"Bloomberg"},"weMediaInfo":null,"summary":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than ","collect":0,"end_time":0,"defaultTopTitle":"bloomberg.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".DJI":"道琼斯"},"translate_title":"美国股市的担忧之墙远远超出了奥米克隆变体","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9},"content_text":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.\nWhile the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.\nThe selloff is the broadest since the worst pandemic fears last year, at least according to a gauget racking shares hitting 52-week lows relative to those at highs.\n\n“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.\nDelta Blues\nWhen the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.\nThis time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as Zoom Video Communications Inc. and Netflix Inc.\nThe Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.\nThe weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.\n“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”\n\nInvestor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.\nJerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.\n“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”\nSeasonal Swings\nThe sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.\nThe last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.\n“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":690659288,"gmtCreate":1639665680897,"gmtModify":1639665680984,"author":{"id":"3581930764374575","authorId":"3581930764374575","name":"ndut88","avatar":"https://static.tigerbbs.com/5f0ffcba4814c1ef4430f46846c35cd0","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3581930764374575","authorIdStr":"3581930764374575"},"htmlText":"Wow cant believe it","listText":"Wow cant believe it","text":"Wow cant believe it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690659288","repostId":1139890977,"repostType":2,"repost":{"id":"1139890977","pubTimestamp":1638426308,"share":"https://www.laohu8.com/m/news/1139890977?lang=&edition=full","pubTime":"2021-12-02 14:25","market":"us","language":"en","title":"U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1139890977","media":"Bloomberg","summary":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than ","content":"<ul>\n <li>Fed rate path, inflation, valuations may all be playing a role</li>\n <li>Stock declines are much broader than from delta pullback</li>\n</ul>\n<p>Investors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.</p>\n<p>While the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.</p>\n<p>The selloff is the broadest since the worst pandemic fears last year, at least according to a&nbsp;gauget&nbsp;racking shares hitting 52-week lows relative to those at highs.</p>\n<p><img src=\"https://static.tigerbbs.com/0ef9e660ce9da97a30717aa4eda6016f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.</p>\n<p><b>Delta Blues</b></p>\n<p>When the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.</p>\n<p>This time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as&nbsp;Zoom Video Communications Inc.&nbsp;and&nbsp;Netflix Inc.</p>\n<p>The Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.</p>\n<p>The weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.</p>\n<p>“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”</p>\n<p><img src=\"https://static.tigerbbs.com/d3a39510347b6a47d23a40a72ddb9b9f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Investor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.</p>\n<p>Jerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.</p>\n<p>“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”</p>\n<p><b>Seasonal Swings</b></p>\n<p>The sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&amp;P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.</p>\n<p>The last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.</p>\n<p>“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”</p>","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>U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant</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\">\nU.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant\">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"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139890977","content_text":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.\nWhile the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.\nThe selloff is the broadest since the worst pandemic fears last year, at least according to a gauget racking shares hitting 52-week lows relative to those at highs.\n\n“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.\nDelta Blues\nWhen the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.\nThis time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as Zoom Video Communications Inc. and Netflix Inc.\nThe Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.\nThe weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.\n“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”\n\nInvestor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.\nJerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.\n“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”\nSeasonal Swings\nThe sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.\nThe last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.\n“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":601959917,"gmtCreate":1638486626850,"gmtModify":1638486629250,"author":{"id":"3555237785078725","authorId":"3555237785078725","name":"许哲东","avatar":"https://static.tigerbbs.com/9061503cb3d4f9ac3d7d9de3f72b29ab","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3555237785078725","authorIdStr":"3555237785078725"},"htmlText":"End of money printing party..","listText":"End of money printing party..","text":"End of money printing party..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601959917","repostId":1139890977,"repostType":2,"repost":{"id":"1139890977","pubTimestamp":1638426308,"share":"https://www.laohu8.com/m/news/1139890977?lang=&edition=full","pubTime":"2021-12-02 14:25","market":"us","language":"en","title":"U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1139890977","media":"Bloomberg","summary":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than ","content":"<ul>\n <li>Fed rate path, inflation, valuations may all be playing a role</li>\n <li>Stock declines are much broader than from delta pullback</li>\n</ul>\n<p>Investors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.</p>\n<p>While the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.</p>\n<p>The selloff is the broadest since the worst pandemic fears last year, at least according to a&nbsp;gauget&nbsp;racking shares hitting 52-week lows relative to those at highs.</p>\n<p><img src=\"https://static.tigerbbs.com/0ef9e660ce9da97a30717aa4eda6016f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.</p>\n<p><b>Delta Blues</b></p>\n<p>When the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.</p>\n<p>This time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as&nbsp;Zoom Video Communications Inc.&nbsp;and&nbsp;Netflix Inc.</p>\n<p>The Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.</p>\n<p>The weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.</p>\n<p>“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”</p>\n<p><img src=\"https://static.tigerbbs.com/d3a39510347b6a47d23a40a72ddb9b9f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Investor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.</p>\n<p>Jerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.</p>\n<p>“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”</p>\n<p><b>Seasonal Swings</b></p>\n<p>The sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&amp;P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.</p>\n<p>The last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.</p>\n<p>“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”</p>","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>U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant</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\">\nU.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant\">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"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139890977","content_text":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.\nWhile the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.\nThe selloff is the broadest since the worst pandemic fears last year, at least according to a gauget racking shares hitting 52-week lows relative to those at highs.\n\n“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.\nDelta Blues\nWhen the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.\nThis time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as Zoom Video Communications Inc. and Netflix Inc.\nThe Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.\nThe weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.\n“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”\n\nInvestor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.\nJerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.\n“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”\nSeasonal Swings\nThe sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.\nThe last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.\n“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":601964491,"gmtCreate":1638485305035,"gmtModify":1638485305188,"author":{"id":"3585783151794537","authorId":"3585783151794537","name":"jgaldon","avatar":"https://static.tigerbbs.com/7ac1bf876c504881c7cc0ca4968b92bb","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3585783151794537","authorIdStr":"3585783151794537"},"htmlText":"Inflation is here to stay, got savings? Where to park them?","listText":"Inflation is here to stay, got savings? Where to park them?","text":"Inflation is here to stay, got savings? Where to park them?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601964491","repostId":1139890977,"repostType":4,"repost":{"id":"1139890977","pubTimestamp":1638426308,"share":"https://www.laohu8.com/m/news/1139890977?lang=&edition=full","pubTime":"2021-12-02 14:25","market":"us","language":"en","title":"U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1139890977","media":"Bloomberg","summary":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than ","content":"<ul>\n <li>Fed rate path, inflation, valuations may all be playing a role</li>\n <li>Stock declines are much broader than from delta pullback</li>\n</ul>\n<p>Investors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.</p>\n<p>While the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.</p>\n<p>The selloff is the broadest since the worst pandemic fears last year, at least according to a&nbsp;gauget&nbsp;racking shares hitting 52-week lows relative to those at highs.</p>\n<p><img src=\"https://static.tigerbbs.com/0ef9e660ce9da97a30717aa4eda6016f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.</p>\n<p><b>Delta Blues</b></p>\n<p>When the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.</p>\n<p>This time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as&nbsp;Zoom Video Communications Inc.&nbsp;and&nbsp;Netflix Inc.</p>\n<p>The Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.</p>\n<p>The weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.</p>\n<p>“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”</p>\n<p><img src=\"https://static.tigerbbs.com/d3a39510347b6a47d23a40a72ddb9b9f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Investor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.</p>\n<p>Jerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.</p>\n<p>“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”</p>\n<p><b>Seasonal Swings</b></p>\n<p>The sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&amp;P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.</p>\n<p>The last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.</p>\n<p>“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”</p>","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>U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant</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\">\nU.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant\">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"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139890977","content_text":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.\nWhile the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.\nThe selloff is the broadest since the worst pandemic fears last year, at least according to a gauget racking shares hitting 52-week lows relative to those at highs.\n\n“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.\nDelta Blues\nWhen the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.\nThis time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as Zoom Video Communications Inc. and Netflix Inc.\nThe Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.\nThe weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.\n“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”\n\nInvestor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.\nJerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.\n“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”\nSeasonal Swings\nThe sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.\nThe last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.\n“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":601981586,"gmtCreate":1638483154036,"gmtModify":1638483154187,"author":{"id":"3574808684684286","authorId":"3574808684684286","name":"DirtyGreen","avatar":"https://static.tigerbbs.com/fa007b8422fe75437cf1ad74252b636a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574808684684286","authorIdStr":"3574808684684286"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601981586","repostId":1139890977,"repostType":4,"repost":{"id":"1139890977","pubTimestamp":1638426308,"share":"https://www.laohu8.com/m/news/1139890977?lang=&edition=full","pubTime":"2021-12-02 14:25","market":"us","language":"en","title":"U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1139890977","media":"Bloomberg","summary":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than ","content":"<ul>\n <li>Fed rate path, inflation, valuations may all be playing a role</li>\n <li>Stock declines are much broader than from delta pullback</li>\n</ul>\n<p>Investors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.</p>\n<p>While the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.</p>\n<p>The selloff is the broadest since the worst pandemic fears last year, at least according to a&nbsp;gauget&nbsp;racking shares hitting 52-week lows relative to those at highs.</p>\n<p><img src=\"https://static.tigerbbs.com/0ef9e660ce9da97a30717aa4eda6016f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.</p>\n<p><b>Delta Blues</b></p>\n<p>When the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.</p>\n<p>This time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as&nbsp;Zoom Video Communications Inc.&nbsp;and&nbsp;Netflix Inc.</p>\n<p>The Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.</p>\n<p>The weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.</p>\n<p>“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”</p>\n<p><img src=\"https://static.tigerbbs.com/d3a39510347b6a47d23a40a72ddb9b9f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Investor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.</p>\n<p>Jerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.</p>\n<p>“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”</p>\n<p><b>Seasonal Swings</b></p>\n<p>The sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&amp;P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.</p>\n<p>The last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.</p>\n<p>“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”</p>","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>U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant</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\">\nU.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant\">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"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139890977","content_text":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.\nWhile the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.\nThe selloff is the broadest since the worst pandemic fears last year, at least according to a gauget racking shares hitting 52-week lows relative to those at highs.\n\n“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.\nDelta Blues\nWhen the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.\nThis time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as Zoom Video Communications Inc. and Netflix Inc.\nThe Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.\nThe weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.\n“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”\n\nInvestor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.\nJerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.\n“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”\nSeasonal Swings\nThe sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.\nThe last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.\n“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":601085549,"gmtCreate":1638459781293,"gmtModify":1638459781759,"author":{"id":"3585001294737518","authorId":"3585001294737518","name":"Universe宇宙","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3585001294737518","authorIdStr":"3585001294737518"},"htmlText":"Fed rate path, inflation, valuations, omicron covid virus variant, covid virus mutation, covid vaccine breakthrough by covid virus, hyperinflation, higher cost of goods, disappearing of certain favourite goods &amp; services, covid vaccine side effects, increase or high tax rate, increase of fees and charges like property tax &amp; waste collection services, and many more ...&nbsp;Buy more covid stocks to huat from the momentum?&nbsp;[财迷]&nbsp;","listText":"Fed rate path, inflation, valuations, omicron covid virus variant, covid virus mutation, covid vaccine breakthrough by covid virus, hyperinflation, higher cost of goods, disappearing of certain favourite goods &amp; services, covid vaccine side effects, increase or high tax rate, increase of fees and charges like property tax &amp; waste collection services, and many more ...&nbsp;Buy more covid stocks to huat from the momentum?&nbsp;[财迷]&nbsp;","text":"Fed rate path, inflation, valuations, omicron covid virus variant, covid virus mutation, covid vaccine breakthrough by covid virus, hyperinflation, higher cost of goods, disappearing of certain favourite goods & services, covid vaccine side effects, increase or high tax rate, increase of fees and charges like property tax & waste collection services, and many more ... Buy more covid stocks to huat from the momentum? [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/601085549","repostId":1139890977,"repostType":4,"repost":{"id":"1139890977","pubTimestamp":1638426308,"share":"https://www.laohu8.com/m/news/1139890977?lang=&edition=full","pubTime":"2021-12-02 14:25","market":"us","language":"en","title":"U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1139890977","media":"Bloomberg","summary":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than ","content":"<ul>\n <li>Fed rate path, inflation, valuations may all be playing a role</li>\n <li>Stock declines are much broader than from delta pullback</li>\n</ul>\n<p>Investors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.</p>\n<p>While the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.</p>\n<p>The selloff is the broadest since the worst pandemic fears last year, at least according to a&nbsp;gauget&nbsp;racking shares hitting 52-week lows relative to those at highs.</p>\n<p><img src=\"https://static.tigerbbs.com/0ef9e660ce9da97a30717aa4eda6016f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.</p>\n<p><b>Delta Blues</b></p>\n<p>When the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.</p>\n<p>This time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as&nbsp;Zoom Video Communications Inc.&nbsp;and&nbsp;Netflix Inc.</p>\n<p>The Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.</p>\n<p>The weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.</p>\n<p>“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”</p>\n<p><img src=\"https://static.tigerbbs.com/d3a39510347b6a47d23a40a72ddb9b9f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Investor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.</p>\n<p>Jerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.</p>\n<p>“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”</p>\n<p><b>Seasonal Swings</b></p>\n<p>The sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&amp;P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.</p>\n<p>The last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.</p>\n<p>“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”</p>","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>U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant</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\">\nU.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant\">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"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139890977","content_text":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.\nWhile the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.\nThe selloff is the broadest since the worst pandemic fears last year, at least according to a gauget racking shares hitting 52-week lows relative to those at highs.\n\n“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.\nDelta Blues\nWhen the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.\nThis time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as Zoom Video Communications Inc. and Netflix Inc.\nThe Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.\nThe weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.\n“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”\n\nInvestor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.\nJerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.\n“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”\nSeasonal Swings\nThe sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.\nThe last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.\n“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6823772,"gmtCreate":1638493352669,"gmtModify":1638493352764,"authorId":3585001294737518,"author":{"id":3585001294737518,"idStr":"3585001294737518","authorId":3585001294737518,"name":"Universe宇宙","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":601085549,"type":1,"supId":6820505,"prevId":0,"content":"😉","text":"😉","html":"😉"},{"id":6820505,"gmtCreate":1638483161572,"gmtModify":1638483161614,"authorId":3574808684684286,"author":{"id":3574808684684286,"idStr":"3574808684684286","authorId":3574808684684286,"name":"DirtyGreen","avatar":"https://static.tigerbbs.com/fa007b8422fe75437cf1ad74252b636a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":601085549,"type":1,"supId":0,"prevId":0,"content":"<u>like</u>","text":"<u>like</u>","html":"<u>like</u>"},{"id":6818277,"gmtCreate":1638459817522,"gmtModify":1638459817547,"authorId":3585001294737518,"author":{"id":3585001294737518,"idStr":"3585001294737518","authorId":3585001294737518,"name":"Universe宇宙","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":601085549,"type":1,"supId":0,"prevId":0,"content":"Time is bad.  [难过]","text":"Time is bad.  [难过]","html":"Time is bad.  [难过]"}],"langContent":"CN"},{"id":603748682,"gmtCreate":1638456216075,"gmtModify":1638456216075,"author":{"id":"3570333347569010","authorId":"3570333347569010","name":"gurug","avatar":"https://static.tigerbbs.com/28b875422016d24f4fa1ad8dd7657d82","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570333347569010","authorIdStr":"3570333347569010"},"htmlText":"Today is a very red day all around","listText":"Today is a very red day all around","text":"Today is a very red day all around","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603748682","repostId":1139890977,"repostType":2,"repost":{"id":"1139890977","pubTimestamp":1638426308,"share":"https://www.laohu8.com/m/news/1139890977?lang=&edition=full","pubTime":"2021-12-02 14:25","market":"us","language":"en","title":"U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant","url":"https://stock-news.laohu8.com/highlight/detail?id=1139890977","media":"Bloomberg","summary":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than ","content":"<ul>\n <li>Fed rate path, inflation, valuations may all be playing a role</li>\n <li>Stock declines are much broader than from delta pullback</li>\n</ul>\n<p>Investors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.</p>\n<p>While the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.</p>\n<p>The selloff is the broadest since the worst pandemic fears last year, at least according to a&nbsp;gauget&nbsp;racking shares hitting 52-week lows relative to those at highs.</p>\n<p><img src=\"https://static.tigerbbs.com/0ef9e660ce9da97a30717aa4eda6016f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.</p>\n<p><b>Delta Blues</b></p>\n<p>When the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.</p>\n<p>This time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as&nbsp;Zoom Video Communications Inc.&nbsp;and&nbsp;Netflix Inc.</p>\n<p>The Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.</p>\n<p>The weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.</p>\n<p>“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”</p>\n<p><img src=\"https://static.tigerbbs.com/d3a39510347b6a47d23a40a72ddb9b9f\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Investor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.</p>\n<p>Jerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.</p>\n<p>“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”</p>\n<p><b>Seasonal Swings</b></p>\n<p>The sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&amp;P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.</p>\n<p>The last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.</p>\n<p>“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”</p>","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>U.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant</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\">\nU.S. Stocks’ Wall of Worry Rises Far Beyond the Omicron Variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant\">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"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-02/u-s-stocks-wall-of-worry-rises-far-beyond-the-omicron-variant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139890977","content_text":"Fed rate path, inflation, valuations may all be playing a role\nStock declines are much broader than from delta pullback\n\nInvestors are worrying about a lot more than just the omicron variant, if recent market moves are anything to go by.\nWhile the newly discovered virus strain has been one of the main catalysts for the recent slump in U.S. stocks, action under the surface points to concerns about the Federal Reserve, inflation, valuations, year-end volatility and perhaps even some some profit-taking after a solid year of gains.\nThe selloff is the broadest since the worst pandemic fears last year, at least according to a gauget racking shares hitting 52-week lows relative to those at highs.\n\n“Both Covid headlines and the perception that the Fed will tighten in the face of a negative shock to the economy are weighing on equities,” said Peter Berezin of BCA Research.\nDelta Blues\nWhen the delta variant was emerging as a concern, investors rotated to stay-at-home and defensive growth stocks, and away from reopening shares.\nThis time around, a wider swath of the market has suffered -- including technology names that should benefit from further restrictions such as Zoom Video Communications Inc. and Netflix Inc.\nThe Nasdaq 100 Index -- which rose 14% during the ‘peak’ delta months of June, July and August -- has fallen 3% since Thanksgiving, when omicron first hit the attention of traders.\nThe weakness is especially noticeable as bond yields are falling, a move which usually helps investors justify high-priced valuations for growth stocks though also a signal of concern over the outlook for the economy.\n“The problem is U.S. equity valuations, which have been priced for perfection and now confront a noticeably less-perfect world,” said Nicholas Colas, co-founder of DataTrek Research. “We won’t know much about the latest pandemic variant for a few weeks, and 10-year Treasuries are flashing yellow about future economic growth.”\n\nInvestor concern over inflation is still prevalent, especially the worry it will force the Fed to jack up rates sooner-than-expected, putting the pandemic recovery under threat.\nJerome Powell told Congress this week the Fed will consider ending its asset purchases earlier than planned, tapering the stimulus that has helped fuel this year’s record stock rally.\n“The real issue is the fear of liquidity coming out of the system, not so much the variant,” Alicia Levine, head of equities and capital markets advisory at BNY Mellon Wealth Management, said on Bloomberg Television. Liquidity “has really driven markets for the last 20 months and has made everybody a genius and everybody a winner. Now it’s going to get a little bit more complicated.”\nSeasonal Swings\nThe sharp selloff has blindsided investors contemplating the chances of a year-end rally to cap a stellar 2021 for stocks. The S&P 500 closed at an all-time high on Nov. 18, up almost 27% for the year. It has fallen about 4% since.\nThe last month of the year traditionally sees investors dialing back risk and an increase in price swings as trading volumes dry up. Over the last decade, the Cboe Volatility Index has jumped by 12% on average in December.\n“Stock investors’ knee-jerk reaction may continue to be to take profits before the end of the year,” said Ed Yardeni, president of Yardeni Research. “The Santa Claus rally started early this year. The question is whether it is over already.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6817791,"gmtCreate":1638458622222,"gmtModify":1638458622312,"authorId":4089499026613770,"author":{"id":4089499026613770,"idStr":"4089499026613770","authorId":4089499026613770,"name":"JeremyChuax","avatar":"https://static.tigerbbs.com/a1f1ede120de2da723e4456d7fdcce55","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603748682,"type":1,"supId":0,"prevId":0,"content":"Up","text":"Up","html":"Up"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":141,"commentSize":20,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1139890977"}