A dot-com style unwind of big tech stocks is coming on the heels of a Fed rate hike,Bank of America says

Business Insider2021-12-13

Investors should sell the rally in stocks ahead of upcoming Fed interest rate hikes, Bank of America said in a Friday note. BofA's Michael Hartnett expects the Fed to raise interest rates by 0.50% in ...

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

robot1234
2021-12-13
robot1234
US inflation surges to 40-year high, with consumer prices in November jumped 6.8 per cent, the biggest gain since 1982. Will be interesting to see how Biden can continue to print another few trillion dollars without causing double digits inflation.
pekss
2021-12-13
pekss
I think this current Fed committee tends to prepare the market well on its policy moves ahead of time, rather than shock it with abrupt changes.
- darrenlsw:
  Yes but no specific advise what to do
- 慢的老人:
  Agreed, although sometimes their messaging is unclear and end up spooking the markets anyway.
MayTan
2021-12-13
MayTan
Noted
Rudyy
2021-12-13
Rudyy
Like
在於我們是
2021-12-13
在於我們是
Please like [Smile]
MarcuzK
2021-12-13
MarcuzK
Like ty
- Stingers:
  ok

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1191860151?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-12-13 10:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1191860151","market":"us","top_or_hot":-1,"title":"A dot-com style unwind of big tech stocks is coming on the heels of a Fed rate hike,Bank of America says","media":"Business Insider","content":"<div>\n<p>Investors should sell the rally in stocks ahead of upcoming Fed interest rate hikes, Bank of America said in a Friday note.\nBofA's Michael Hartnett expects the Fed to raise interest rates by 0.50% in ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-sell-dot-com-bubble-unwind-rate-hikes-2021-12\">网页链接</a>\n\n</div>\n","source":null,"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>A dot-com style unwind of big tech stocks is coming on the heels of a Fed rate hike,Bank of America says</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\">\nA dot-com style unwind of big tech stocks is coming on the heels of a Fed rate hike,Bank of America says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/stock-market-outlook-sell-dot-com-bubble-unwind-rate-hikes-2021-12><strong>Business Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should sell the rally in stocks ahead of upcoming Fed interest rate hikes, Bank of America said in a Friday note.\nBofA's Michael Hartnett expects the Fed to raise interest rates by 0.50% in ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-sell-dot-com-bubble-unwind-rate-hikes-2021-12\">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://markets.businessinsider.com/news/stocks/stock-market-outlook-sell-dot-com-bubble-unwind-rate-hikes-2021-12","article_id":"1191860151","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1191860151","pubTimestamp":1639362574,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"Investors should sell the rally in stocks ahead of upcoming Fed interest rate hikes, Bank of America","collect":0,"end_time":0,"defaultTopTitle":"businessinsider.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"translate_title":"美国银行说，在美联储加息之后，大型科技股的网络式解套即将到来","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9},"content_text":"Investors should sell the rally in stocks ahead of upcoming Fed interest rate hikes, Bank of America said in a Friday note.\nBofA's Michael Hartnett expects the Fed to raise interest rates by 0.50% in March 2022, ahead of consensus.\nThe bank also highlighted the striking similarity between the unwind in tech during the 2000 dot-com bubble and today.\n\nTraders work on the floor of the New York Stock Exchange (NYSE)\nThe stock market's recovery rally over the past week represents an opportunity for investors to sell ahead of an upcoming Fed interest rate \"shock,\"Bank of America's Michael Hartnett said in a Friday note.\nHartnett recommends investors \"sell the rip\" rather than \"buy the dip\" in stocks as interest rate hikes are about to rock Wall Street, and amid a strikingly similar unwind in tech stocks compared to the dot-com bubble in 2000.\nAccording to Hartnett, the Fed could, and should, begin to hike interest rates at its December meeting next week. If they don't, the market will price in a 0.50% interest rate hike in March 2022 because of a \"red hot labor market,\" Hartnett said, pointing to Thursday's jobless claims data hitting its lowest level since 1969.\nIf Hartnett's Fed rate hike expectations pan out, that would likely be a shock to Wall Street, with most market participants expecting the Fed to start with a 0.25% rate hike in the second half of 2022. \"The lead indicator (yield curve) all say 'Fed coming', but investment grade bonds and FAANG do not,\" Hartnett said.\nHartnett is referring to the mega-cap tech complex, which consists of five stocks driving 64% of the Nasdaq's 23% year-to-date gain. Those five stocks are Microsoft,Alphabet,Apple,Nvidia, and Tesla.\n\"The bubble in speculative froth has popped,\" Hartnett said, highlighting that the ongoing breakdown in Ark Invest's Disruptive Innovation fund is closely tracking the descent of Invesco during the 2000 dot-com unwind. Ark's Cathie Wood defended her fund's investment strategy this week and estimates big gains ahead.\nBank of America\nFinally, investors shouldn't get too excited about short-term rallies in the stock market after big sell-offs, as they tend to serve as head fakes to bullish investors during a declining market. According to Hartnett's analysis, the Nasdaq staged 11 \"dead cat bounces\" with rallies as high as 45% between April 2000 and August 2002, well before the stock market bottomed in October 2002.\nSince the Nasdaq fell about 5% in late November, it has since rallied as much as 4.5% before continuing slightly lower, representing a dead cat bounce if it doesn't hit record highs in the near future.","kind":"news","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":604855653,"gmtCreate":1639374834127,"gmtModify":1639374834127,"author":{"id":"3561596430587504","authorId":"3561596430587504","name":"robot1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3561596430587504","authorIdStr":"3561596430587504"},"htmlText":"US inflation surges to 40-year high, with consumer prices in November jumped 6.8 per cent, the biggest gain since 1982. Will be interesting to see how Biden can continue&nbsp;to print another few trillion dollars without causing double digits inflation.","listText":"US inflation surges to 40-year high, with consumer prices in November jumped 6.8 per cent, the biggest gain since 1982. Will be interesting to see how Biden can continue&nbsp;to print another few trillion dollars without causing double digits inflation.","text":"US inflation surges to 40-year high, with consumer prices in November jumped 6.8 per cent, the biggest gain since 1982. Will be interesting to see how Biden can continue to print another few trillion dollars without causing double digits inflation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604855653","repostId":1191860151,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":604171601,"gmtCreate":1639363809630,"gmtModify":1639363810629,"author":{"id":"3581636635898281","authorId":"3581636635898281","name":"pekss","avatar":"https://static.tigerbbs.com/7dfef98c44b3810cffef7f3eb78524ba","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3581636635898281","authorIdStr":"3581636635898281"},"htmlText":"I think this current&nbsp;Fed committee&nbsp;tends to prepare the market well on its policy moves ahead of time, rather than shock it with abrupt changes.","listText":"I think this current&nbsp;Fed committee&nbsp;tends to prepare the market well on its policy moves ahead of time, rather than shock it with abrupt changes.","text":"I think this current Fed committee tends to prepare the market well on its policy moves ahead of time, rather than shock it with abrupt changes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604171601","repostId":1191860151,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6959889,"gmtCreate":1639364566295,"gmtModify":1639364566329,"authorId":3574260792698407,"author":{"id":3574260792698407,"idStr":"3574260792698407","authorId":3574260792698407,"name":"darrenlsw","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":604171601,"type":1,"supId":0,"prevId":0,"content":"Yes but no specific advise what to do","text":"Yes but no specific advise what to do","html":"Yes but no specific advise what to do"},{"id":6959732,"gmtCreate":1639363863198,"gmtModify":1639364023372,"authorId":3582028884093480,"author":{"id":3582028884093480,"idStr":"3582028884093480","authorId":3582028884093480,"name":"慢的老人","avatar":"https://static.tigerbbs.com/d8809bb976396889eb133162af0901b8","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":604171601,"type":1,"supId":0,"prevId":0,"content":"Agreed, although sometimes their messaging is unclear and end up spooking the markets anyway.","text":"Agreed, although sometimes their messaging is unclear and end up spooking the markets anyway.","html":"Agreed, although sometimes their messaging is unclear and end up spooking the markets anyway."}],"langContent":"CN"},{"id":604179841,"gmtCreate":1639363582416,"gmtModify":1639363583026,"author":{"id":"3573019619191060","authorId":"3573019619191060","name":"MayTan","avatar":"https://static.tigerbbs.com/808e2dbe5d70103ebf181c1496a31644","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3573019619191060","authorIdStr":"3573019619191060"},"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604179841","repostId":1191860151,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":604145925,"gmtCreate":1639363096363,"gmtModify":1639363096564,"author":{"id":"3573013786940329","authorId":"3573013786940329","name":"Rudyy","avatar":"https://static.tigerbbs.com/bb9e738a6e83bd49057ffbf45051da2a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3573013786940329","authorIdStr":"3573013786940329"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604145925","repostId":1191860151,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":604148260,"gmtCreate":1639362902648,"gmtModify":1639362903029,"author":{"id":"3580638845558081","authorId":"3580638845558081","name":"在於我們是","avatar":"https://static.tigerbbs.com/400933d41d715fa2dc89a42f82e63f64","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3580638845558081","authorIdStr":"3580638845558081"},"htmlText":"Please like [Smile]&nbsp;","listText":"Please like [Smile]&nbsp;","text":"Please like [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604148260","repostId":1191860151,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":604143370,"gmtCreate":1639362682183,"gmtModify":1639362682630,"author":{"id":"3563243258535559","authorId":"3563243258535559","name":"MarcuzK","avatar":"https://static.tigerbbs.com/41fde116200c232379312d26e2768f6e","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3563243258535559","authorIdStr":"3563243258535559"},"htmlText":"Like ty","listText":"Like ty","text":"Like ty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604143370","repostId":1191860151,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6961906,"gmtCreate":1639376769896,"gmtModify":1639376769929,"authorId":3562475148249558,"author":{"id":3562475148249558,"idStr":"3562475148249558","authorId":3562475148249558,"name":"Stingers","avatar":"https://static.tigerbbs.com/c99c07f753850d085aa23040bff2acf8","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":604143370,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":89,"commentSize":6,"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":"4.29.3","shortVersion":"4.29.3","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/1191860151"}