Inflation Trader Who Nailed 2021 Call Sees Risk of 7% U.S. CPI

Bloomberg2021-12-24

Semin Soher Power heads Bank of Ireland inflation-trading desk Annual pace of U.S. CPI gains accelerated to 6.8% in November U.S. economic growth looks set to fuel inflation that’s even faster than ...

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

yudukhwi
2021-12-24
yudukhwi
[smile]
sfleong1
2021-12-24
sfleong1
Like n comment
- Fiona888:
  ok

发表看法

103

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1182864163?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-12-24 07:44","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1182864163","market":"us","top_or_hot":-1,"title":"Inflation Trader Who Nailed 2021 Call Sees Risk of 7% U.S. CPI","media":"Bloomberg","content":"<div>\n<p>Semin Soher Power heads Bank of Ireland inflation-trading desk\nAnnual pace of U.S. CPI gains accelerated to 6.8% in November\n\nU.S. economic growth looks set to fuel inflation that’s even faster than ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-23/inflation-trader-sees-risk-of-u-s-cpi-topping-7-in-early-2022?srnd=markets-vp\">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>Inflation Trader Who Nailed 2021 Call Sees Risk of 7% U.S. CPI</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\">\nInflation Trader Who Nailed 2021 Call Sees Risk of 7% U.S. CPI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-23/inflation-trader-sees-risk-of-u-s-cpi-topping-7-in-early-2022?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semin Soher Power heads Bank of Ireland inflation-trading desk\nAnnual pace of U.S. CPI gains accelerated to 6.8% in November\n\nU.S. economic growth looks set to fuel inflation that’s even faster than ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-23/inflation-trader-sees-risk-of-u-s-cpi-topping-7-in-early-2022?srnd=markets-vp\">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":".SPX","symbol_name":"S&P 500 Index","start_time":0,"source_url":"https://www.bloomberg.com/news/articles/2021-12-23/inflation-trader-sees-risk-of-u-s-cpi-topping-7-in-early-2022?srnd=markets-vp","article_id":"1182864163","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1182864163","pubTimestamp":1640303056,"sourceInfo":{"source_id":"lsy1584095487587","name":"Bloomberg"},"weMediaInfo":null,"summary":"Semin Soher Power heads Bank of Ireland inflation-trading desk\nAnnual pace of U.S. CPI gains acceler","collect":0,"end_time":0,"defaultTopTitle":"bloomberg.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"translate_title":"通胀交易员预测2021年美国CPI有7%的风险","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9},"content_text":"Semin Soher Power heads Bank of Ireland inflation-trading desk\nAnnual pace of U.S. CPI gains accelerated to 6.8% in November\n\nU.S. economic growth looks set to fuel inflation that’s even faster than most analysts anticipate in the first part of 2022, according to a trader who correctly picked this year’s jump in bond-market expectations for consumer-price gains.\nSemin Soher Power, who heads Bank of Ireland Group Plc’s inflation-trading desk in Dublin, is forecasting that the year-on-year rate of increase in the U.S. consumer-price index will move above 7% in the first quarter. That’s above the most recent reading of 6.8% for November and higher than the 6.3% median estimate of analysts surveyed by Bloomberg for the first part of 2022.\nInflation pressures “are much more growth-based right now” and not simply a result of higher energy prices or a reopening of economies from lockdown measures, she said in an interview with Bloomberg Television Thursday. And she says both markets and central banks are cognizant of that, pointing to the Federal Reserve’s decision to move past using the term “transitory” to describe inflation pressures.\nConcern about inflation has prompted central banks around the world to adopt sterner policies to combat price pressures even as uncertainty around the Covid pandemic has picked up once again. Some have surprised markets with unexpected or larger-than-anticipated interest-rate increases, while the Federal Reserve -- the world’s pre-eminent monetary authority -- this month announced plans to speed its stimulus withdrawal, potentially paving the way for earlier hikes in America too.\nMarkets responded to the Fed’s hawkish pivot by bolstering the amount of tightening they expect, although the magnitude of rate increases they expect over the longer horizon is below the median forecast of Fed officials outlined alongside the most recent policy decision. Traders also appear to be showing some confidence that policy will help keep inflation in check, with so-called breakeven rates -- bond market measures for the outlook that draw on the pricing of CPI-linked debt -- pulling back in recent weeks.\n\nThe five-year breakeven rate on Treasuries is currently around 2.76%. And while that’s still above the Fed’s own target for inflation, it’s well below the multi-decade high of 3.25% it was at just over a month ago.\n“Central banks are changing their reaction functions and prioritizing inflation risks over downside growth risks also coming from the omicron wave,” said Soher Power.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":698389411,"gmtCreate":1640305096503,"gmtModify":1640305286345,"author":{"id":"4093060970763100","authorId":"4093060970763100","name":"yudukhwi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698389411","repostId":1182864163,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":698334188,"gmtCreate":1640303272773,"gmtModify":1640303275718,"author":{"id":"3583570345500843","authorId":"3583570345500843","name":"sfleong1","avatar":"https://static.tigerbbs.com/2ec42f3f2b911279950a45a9140bc358","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698334188","repostId":1182864163,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7093886,"gmtCreate":1640303302688,"gmtModify":1640303302722,"authorId":3581675432544786,"author":{"id":3581675432544786,"authorId":3581675432544786,"name":"Fiona888","avatar":"https://static.tigerbbs.com/42688ec73bb74970876cdb05131f23f7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":698334188,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":103,"commentSize":2,"repostSize":0,"favoriteSize":0,"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":"4.25.1","shortVersion":"4.25.1","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/1182864163"}