Looking for hedges against inflation? Try Apple, Nike, Verizon and stocks with this in common, strategists say

MarketWatch2021-06-18

Stocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indication that interest rate increases are coming sooner than expected, while the central bank remains alert...

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

7fbd9d
2021-06-20
7fbd9d
Ok
zzLZHzz
2021-06-20
zzLZHzz
Buy appl
harishiko
2021-06-19
harishiko
Buy appl
- kslim:
  Thanks for sharing
boonk
2021-06-18
boonk
Buy apple
CWJ59
2021-06-18
CWJ59
BTC to the moon
Koey
2021-06-18
Koey
Ok
- Koey:
  Ok

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2144745081?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-06-18 15:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2144745081","market":"us","top_or_hot":-1,"title":"Looking for hedges against inflation? Try Apple, Nike, Verizon and stocks with this in common, strategists say","media":"MarketWatch","content":"<div>\n<p>Stocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indication that interest rate increases are coming sooner than expected, while the central bank remains alert...</p>\n\n<a href=\"https://www.marketwatch.com/story/looking-for-hedges-against-inflation-try-apple-nike-verizon-and-stocks-with-this-in-common-strategists-say-11623928849?mod=home-page\">网页链接</a>\n\n</div>\n","source":"lsy1603348471595","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>Looking for hedges against inflation? Try Apple, Nike, Verizon and stocks with this in common, strategists say</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\">\nLooking for hedges against inflation? Try Apple, Nike, Verizon and stocks with this in common, strategists say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 15:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/looking-for-hedges-against-inflation-try-apple-nike-verizon-and-stocks-with-this-in-common-strategists-say-11623928849?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indication that interest rate increases are coming sooner than expected, while the central bank remains alert...</p>\n\n<a href=\"https://www.marketwatch.com/story/looking-for-hedges-against-inflation-try-apple-nike-verizon-and-stocks-with-this-in-common-strategists-say-11623928849?mod=home-page\">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":"TGT","symbol_name":"塔吉特","start_time":0,"source_url":"https://www.marketwatch.com/story/looking-for-hedges-against-inflation-try-apple-nike-verizon-and-stocks-with-this-in-common-strategists-say-11623928849?mod=home-page","article_id":"2144745081","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2144745081","pubTimestamp":1623999815,"sourceInfo":{"source_id":"lsy1603348471595","name":"MarketWatch"},"weMediaInfo":null,"summary":"Stocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indicatio","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TGT":"塔吉特","AAPL":"苹果","REGN":"再生元制药公司","QCOM":"高通","AMZN":"亚马逊","GOOG":"谷歌","TXN":"德州仪器","KSU":"堪萨斯南方铁路","GOOGL":"谷歌A","HD":"家得宝","KHC":"卡夫亨氏","UNP":"联合太平洋","MCD":"麦当劳","NKE":"耐克","NOC":"诺斯罗普格鲁曼","KO":"可口可乐","EL":"雅诗兰黛","SBUX":"星巴克","GILD":"吉利德科学","NVDA":"英伟达","LMT":"洛克希德马丁","MSFT":"微软","EA":"艺电","JNJ":"强生","VZ":"威瑞森","RTX":"雷神技术公司","PFE":"辉瑞"},"translate_title":"寻找对冲通货膨胀的工具？策略师说，试试苹果、耐克、Verizon和这些股票的共同点","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":0.9,"VZA":0.9,"VZ":0.9,"UNP":0.9,"TXN":0.9,"TGT":0.9,"SBUX":0.9,"RTX":0.9,"REGN":0.9,"QCOM":0.9,"PFE":0.9,"NVDA":0.9,"NOC":0.9,"NKE":0.9,"AAPL":0.9,"MCD":0.9,"LMT":0.9,"KSU":0.9,"KO":0.9,"KHC":0.9,"JNJ":0.9,"HD":0.9,"GOOGL":0.9,"GOOG":0.9,"GILD":0.9,"EL":0.9,"EA":0.9,"AMZN":0.9},"content_text":"Stocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indication that interest rate increases are coming sooner than expected, while the central bank remains alert to inflation risks.\n\"There is probably no bigger macro issue, both tactically and strategically, than inflation and what this means for portfolios,\" said strategists led by Inigo Fraser Jenkins at Bernstein Research on Thursday.\nFraser Jenkins and his team have our call of the day: that investors should look to buy shares in companies with a long maturity of debt as an effective hedge against inflation.\nCompanies issued debt at an astounding rate through the COVID-19 pandemic. Much of it was a necessary move to meet funding needs, but for some groups it was an opportunity to take advantage of the Fed's measures supporting credit markets, which provided an ability to increase the maturity of debt, the strategists said.\nAccording to the team at Bernstein, for companies that have long maturity of debt, have issued fixed-rate debt, and are going concerns -- i.e. can continue operating while meeting financial obligations -- inflation could be a positive thing. \"Inflation would erode the real value of the debt relative to earnings (which are tied to the real economy),\" the strategists said.\n\"There is no one solution\" to finding suitable hedges for inflation, Fraser Jenkins' group said, noting that a good response may involve more equities, real assets, gold, and even crypto assets like bitcoin . But \"another possible string to the inflation-hedging bow\" is companies that emerge from the pandemic with a long maturity of debt.\n\"A basket of U.S. long debt maturity stocks has outperformed a basket of short debt maturity stocks by 7% this year and trades at more attractive valuations than their short debt maturity peers,\" Fraser Jenkins and his team added.\nCHART VIA BERNSTEIN RESEARCH.\nThere are a lot of these stocks: the strategists at Bernstein have a list of more than 80. Some of those picks include Big Tech names Apple $(AAPL)$, Alphabet $(GOOGL)$(GOOGL), Amazon $(AMZN)$, and Microsoft $(MSFT)$, as well as other technology companies like videogame developer Electronic Arts $(EA)$ and semiconductor groups Nvidia $(NVDA)$, Texas Instruments $(TXN)$, and Qualcomm $(QCOM)$.\nTelecom giants AT&T $(T)$ and Verizon $(VZ)$ are also on the list, as are retailers and consumer-products groups such as Home Depot $(HD)$, Target $(TGT)$, McDonalds $(MCD)$, Starbucks $(SBUX)$, Nike $(NKE)$, Kraft Heinz $(KHC)$, Estée Lauder $(EL)$, and Coca-Cola $(KO)$.\nHealth and biotechnology stocks like Johnson & Johnson $(JNJ)$, Pfizer $(PFE)$, Gilead Sciences $(GILD)$, Regeneron $(REGN)$, and Biogen $(BIIB)$ also make the cut, as do railroad operators Kansas City Southern $(KSU)$ and Union Pacific $(UNP)$. Defense companies Lockheed Martin $(LMT)$, Northrop Grumman $(NOC)$, and Raytheon Technologies $(RTX)$ also qualify.","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":165471755,"gmtCreate":1624156174077,"gmtModify":1631892554977,"author":{"id":"3581578814224856","authorId":"3581578814224856","name":"7fbd9d","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581578814224856","authorIdStr":"3581578814224856"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165471755","repostId":2144745081,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":165288567,"gmtCreate":1624146821759,"gmtModify":1634010381556,"author":{"id":"3556271127089718","authorId":"3556271127089718","name":"zzLZHzz","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3556271127089718","authorIdStr":"3556271127089718"},"htmlText":"Buy appl&nbsp;","listText":"Buy appl&nbsp;","text":"Buy appl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165288567","repostId":2144745081,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":165191811,"gmtCreate":1624103084933,"gmtModify":1634010672322,"author":{"id":"3575166062503033","authorId":"3575166062503033","name":"harishiko","avatar":"https://static.tigerbbs.com/4f648c32fa469065beca2bb0e1cf9617","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3575166062503033","authorIdStr":"3575166062503033"},"htmlText":"Buy appl","listText":"Buy appl","text":"Buy appl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165191811","repostId":2144745081,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4893590,"gmtCreate":1624109908366,"gmtModify":1635308529310,"authorId":3576545961773790,"author":{"id":3576545961773790,"idStr":"3576545961773790","authorId":3576545961773790,"name":"kslim","avatar":"https://static.tigerbbs.com/2ac6c59c9e7951d444c04602b194d9e3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":165191811,"type":1,"supId":0,"prevId":0,"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing"}],"langContent":"EN"},{"id":166579112,"gmtCreate":1624020125436,"gmtModify":1634024035165,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"boonk","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3580955744929134","authorIdStr":"3580955744929134"},"htmlText":"Buy apple&nbsp;","listText":"Buy apple&nbsp;","text":"Buy apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166579112","repostId":2144745081,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":166269387,"gmtCreate":1624012518849,"gmtModify":1631884238389,"author":{"id":"3584588149081673","authorId":"3584588149081673","name":"CWJ59","avatar":"https://static.tigerbbs.com/7ad58755b10789afbc0bbec7feec0724","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584588149081673","authorIdStr":"3584588149081673"},"htmlText":"BTC to the moon","listText":"BTC to the moon","text":"BTC to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166269387","repostId":2144745081,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":166618359,"gmtCreate":1624005692671,"gmtModify":1631890645416,"author":{"id":"3555258134444739","authorId":"3555258134444739","name":"Koey","avatar":"https://static.tigerbbs.com/b00aea8cc65a7b91263ae19adeaa9eee","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3555258134444739","authorIdStr":"3555258134444739"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/166618359","repostId":2144745081,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5139205,"gmtCreate":1625580289669,"gmtModify":1631890645422,"authorId":3555258134444739,"author":{"id":3555258134444739,"idStr":"3555258134444739","authorId":3555258134444739,"name":"Koey","avatar":"https://static.tigerbbs.com/b00aea8cc65a7b91263ae19adeaa9eee","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":166618359,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":63,"commentSize":19,"repostSize":0,"favoriteSize":1,"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":"4.29.0","shortVersion":"4.29.0","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/2144745081"}