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2021-07-06
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Is the market pricing in 'peak growth'? These charts suggest as much, says a leading strategist.
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These charts suggest as much, says a leading strategist.","url":"https://stock-news.laohu8.com/highlight/detail?id=2149351449","media":"Dow Jones","summary":"The market is seemingly adopting the idea that growth won’t get any better than it currently is, acc","content":"<p>The market is seemingly adopting the idea that growth won’t get any better than it currently is, according to David Rosenberg, chief economist and strategist at Rosenberg Research and a longtime Wall Street veteran.</p>\n<p>The idea that economic growth will be strongest in 2021 is hardly an out-of-consensus idea. The International Monetary Fund, for example, forecasts 6% global growth in 2021, followed by 4.4% growth in 2022. What’s new over the past few months, however, is that the stock market reflects that notion as well.</p>\n<p><img src=\"https://static.tigerbbs.com/c965917705e4f5cdcaa0d304d0164f70\" tg-width=\"620\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p>\n<p>Rosenberg has put together his own charts on leading themes. His “stay at home” index — which includes S&P 500SPX,+0.75%food retail, hypermarkets, home improvement, internet retail, appliances, computers, trucking, wireless telecom and interactive media — is showing signs of flattening.</p>\n<p><img src=\"https://static.tigerbbs.com/946b792cc9eab9522d499aa142cfd6ed\" tg-width=\"620\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>Also flattening is the “GDP recovery” index, consisting of S&P 500 energy, packaging, chemicals, steel, copper, building products, construction, electrical equipment, machinery, road and rails, commercial services, professional services, consumer discretionary, semiconductors, media and movies and entertainment.</p>\n<p>A “reopening index,” which includes S&P 500 airlines, apparel, hotels, restaurants and leisure, aerospace/defense and office, hotel and retail REITs (real-estate investment trusts), also is topping out.</p>\n<p><img src=\"https://static.tigerbbs.com/db68350a9657ae37407e37ec5f17fabb\" tg-width=\"620\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>Rosenberg says the fact that the gross domestic product recovery and reopening indexes are now treading water instead of making new highs, “indicates that the market is coming around to the view of ‘peak growth’ with a lot of the reopening and recovery news being fully in the price,” he said.</p>\n<p><img src=\"https://static.tigerbbs.com/ac0d82322ed89c643d64f54956d26dbe\" tg-width=\"620\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p>\n<p>One index on the rise is his vaccine hope index, which includes S&P 500 biotech, life sciences tools and services, and healthcare equipment. To Rosenberg, that suggests COVID-19 fears haven’t fully abated with the growing concerns over the delta coronavirus variant — both at home and abroad.</p>","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>Is the market pricing in 'peak growth'? These charts suggest as much, says a leading strategist.</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\">\nIs the market pricing in 'peak growth'? These charts suggest as much, says a leading strategist.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-06 17:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The market is seemingly adopting the idea that growth won’t get any better than it currently is, according to David Rosenberg, chief economist and strategist at Rosenberg Research and a longtime Wall Street veteran.</p>\n<p>The idea that economic growth will be strongest in 2021 is hardly an out-of-consensus idea. The International Monetary Fund, for example, forecasts 6% global growth in 2021, followed by 4.4% growth in 2022. What’s new over the past few months, however, is that the stock market reflects that notion as well.</p>\n<p><img src=\"https://static.tigerbbs.com/c965917705e4f5cdcaa0d304d0164f70\" tg-width=\"620\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p>\n<p>Rosenberg has put together his own charts on leading themes. His “stay at home” index — which includes S&P 500SPX,+0.75%food retail, hypermarkets, home improvement, internet retail, appliances, computers, trucking, wireless telecom and interactive media — is showing signs of flattening.</p>\n<p><img src=\"https://static.tigerbbs.com/946b792cc9eab9522d499aa142cfd6ed\" tg-width=\"620\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>Also flattening is the “GDP recovery” index, consisting of S&P 500 energy, packaging, chemicals, steel, copper, building products, construction, electrical equipment, machinery, road and rails, commercial services, professional services, consumer discretionary, semiconductors, media and movies and entertainment.</p>\n<p>A “reopening index,” which includes S&P 500 airlines, apparel, hotels, restaurants and leisure, aerospace/defense and office, hotel and retail REITs (real-estate investment trusts), also is topping out.</p>\n<p><img src=\"https://static.tigerbbs.com/db68350a9657ae37407e37ec5f17fabb\" tg-width=\"620\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>Rosenberg says the fact that the gross domestic product recovery and reopening indexes are now treading water instead of making new highs, “indicates that the market is coming around to the view of ‘peak growth’ with a lot of the reopening and recovery news being fully in the price,” he said.</p>\n<p><img src=\"https://static.tigerbbs.com/ac0d82322ed89c643d64f54956d26dbe\" tg-width=\"620\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p>\n<p>One index on the rise is his vaccine hope index, which includes S&P 500 biotech, life sciences tools and services, and healthcare equipment. To Rosenberg, that suggests COVID-19 fears haven’t fully abated with the growing concerns over the delta coronavirus variant — both at home and abroad.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149351449","content_text":"The market is seemingly adopting the idea that growth won’t get any better than it currently is, according to David Rosenberg, chief economist and strategist at Rosenberg Research and a longtime Wall Street veteran.\nThe idea that economic growth will be strongest in 2021 is hardly an out-of-consensus idea. The International Monetary Fund, for example, forecasts 6% global growth in 2021, followed by 4.4% growth in 2022. What’s new over the past few months, however, is that the stock market reflects that notion as well.\n\nRosenberg has put together his own charts on leading themes. His “stay at home” index — which includes S&P 500SPX,+0.75%food retail, hypermarkets, home improvement, internet retail, appliances, computers, trucking, wireless telecom and interactive media — is showing signs of flattening.\n\nAlso flattening is the “GDP recovery” index, consisting of S&P 500 energy, packaging, chemicals, steel, copper, building products, construction, electrical equipment, machinery, road and rails, commercial services, professional services, consumer discretionary, semiconductors, media and movies and entertainment.\nA “reopening index,” which includes S&P 500 airlines, apparel, hotels, restaurants and leisure, aerospace/defense and office, hotel and retail REITs (real-estate investment trusts), also is topping out.\n\nRosenberg says the fact that the gross domestic product recovery and reopening indexes are now treading water instead of making new highs, “indicates that the market is coming around to the view of ‘peak growth’ with a lot of the reopening and recovery news being fully in the price,” he said.\n\nOne index on the rise is his vaccine hope index, which includes S&P 500 biotech, life sciences tools and services, and healthcare equipment. 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