LIMWS
2021-04-22
Good
[强]
Goldman Sachs says S&P 500 returns may tumble as U.S. economic growth peaks. Buy these stocks.
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":376197533,"tweetId":"376197533","gmtCreate":1619096273822,"gmtModify":1634288609566,"author":{"id":3581972726561208,"idStr":"3581972726561208","authorId":3581972726561208,"authorIdStr":"3581972726561208","name":"LIMWS","avatar":"https://static.tigerbbs.com/62e09957bded06d1b6c30eaca9e5c0d6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good<span>[强] </span></p></body></html>","htmlText":"<html><head></head><body><p>Good<span>[强] </span></p></body></html>","text":"Good[强]","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/376197533","repostId":2129381578,"repostType":4,"repost":{"id":"2129381578","kind":"highlight","pubTimestamp":1619093491,"share":"https://www.laohu8.com/m/news/2129381578?lang=&edition=full","pubTime":"2021-04-22 20:11","market":"us","language":"en","title":"Goldman Sachs says S&P 500 returns may tumble as U.S. economic growth peaks. Buy these stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=2129381578","media":"MarketWatch","summary":"Stocks got back on the horse on Wednesday, with both the Dow and S&P 500 indexes finishing at their ","content":"<p>Stocks got back on the horse on Wednesday, with both the Dow and S&P 500 indexes finishing at their second-highest levels ever, as investors continue to smile on strong economic growth prospects.</p>\n<p>Strategists at Goldman Sachs are bullish on the U.S. economy, expecting sequential annualized U.S. gross domestic product growth to clock in at 10.5% in the second quarter of 2021. That would be the strongest quarterly growth rate since 1978 (outside of the surge in mid-late 2020, when the economy rebounded from a sudden halt).</p>\n<p>But it may not be good for stocks. Our call of the day is from the team at Goldman Sachs, led by Ben Snider, who warns that as economic growth peaks, investors should expect lower equity returns and higher volatility.</p>\n<p>Economists at the investment bank see U.S. GDP growth slowing modestly in the third quarter of this year before continuing to decline across the next several quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d6ab2d41669dd069a895c35b1f7fc63\" tg-width=\"1260\" tg-height=\"1348\"><span>Chart via Goldman Sachs</span></p>\n<p>\"Decelerating growth is usually associated with weaker, but still positive, equity returns and higher volatility,\" the strategists say. Since 1980, the S&P 500 has seen average monthly returns of 1.2% when economic growth was positive and accelerating, but just 0.6% when growth was positive but decelerating.</p>\n<p>In fact, stocks underperform just when growth peaks. Investors who bought the S&P 500 when the Institute for Supply Management manufacturing index was above 60 -- signaling peak growth, the strategists say -- saw median returns of -1% in the next month and just 3% over the following year. In March, the ISM manufacturing index clocked in at 65.</p>\n<p>But it isn't all bad news. Outside of the U.S., the global economy is still on a tear. Economists at Goldman Sachs expect economic growth in Europe, Japan, and emerging markets outside of China to peak later than in the U.S. -- in the third quarter of this year. \"As a result, some cyclical parts of the U.S. equity market should fare better in coming months than they typically do when U.S. growth begins to slow,\" the strategists say.</p>\n<p>Goldman Sachs has two pieces of advice: Buy global-facing cyclicals relative to domestic-facing cyclicals and buy a basket of \"Europe reopening\" stocks, which have lagged behind \"U.S. reopening\" stocks.</p>","source":"lsy1603348471595","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>Goldman Sachs says S&P 500 returns may tumble as U.S. economic growth peaks. Buy these stocks.</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\">\nGoldman Sachs says S&P 500 returns may tumble as U.S. economic growth peaks. Buy these stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 20:11 GMT+8 <a href=https://www.marketwatch.com/story/goldman-sachs-says-s-p-500-returns-may-tumble-as-u-s-economic-growth-peaks-buy-these-stocks-11619090474?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks got back on the horse on Wednesday, with both the Dow and S&P 500 indexes finishing at their second-highest levels ever, as investors continue to smile on strong economic growth prospects.\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/goldman-sachs-says-s-p-500-returns-may-tumble-as-u-s-economic-growth-peaks-buy-these-stocks-11619090474?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SH":"标普500反向ETF",".DJI":"道琼斯","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF","OEX":"标普100","GS":"高盛","UPRO":"三倍做多标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares"},"source_url":"https://www.marketwatch.com/story/goldman-sachs-says-s-p-500-returns-may-tumble-as-u-s-economic-growth-peaks-buy-these-stocks-11619090474?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129381578","content_text":"Stocks got back on the horse on Wednesday, with both the Dow and S&P 500 indexes finishing at their second-highest levels ever, as investors continue to smile on strong economic growth prospects.\nStrategists at Goldman Sachs are bullish on the U.S. economy, expecting sequential annualized U.S. gross domestic product growth to clock in at 10.5% in the second quarter of 2021. That would be the strongest quarterly growth rate since 1978 (outside of the surge in mid-late 2020, when the economy rebounded from a sudden halt).\nBut it may not be good for stocks. Our call of the day is from the team at Goldman Sachs, led by Ben Snider, who warns that as economic growth peaks, investors should expect lower equity returns and higher volatility.\nEconomists at the investment bank see U.S. GDP growth slowing modestly in the third quarter of this year before continuing to decline across the next several quarters.\nChart via Goldman Sachs\n\"Decelerating growth is usually associated with weaker, but still positive, equity returns and higher volatility,\" the strategists say. Since 1980, the S&P 500 has seen average monthly returns of 1.2% when economic growth was positive and accelerating, but just 0.6% when growth was positive but decelerating.\nIn fact, stocks underperform just when growth peaks. Investors who bought the S&P 500 when the Institute for Supply Management manufacturing index was above 60 -- signaling peak growth, the strategists say -- saw median returns of -1% in the next month and just 3% over the following year. In March, the ISM manufacturing index clocked in at 65.\nBut it isn't all bad news. Outside of the U.S., the global economy is still on a tear. Economists at Goldman Sachs expect economic growth in Europe, Japan, and emerging markets outside of China to peak later than in the U.S. -- in the third quarter of this year. \"As a result, some cyclical parts of the U.S. equity market should fare better in coming months than they typically do when U.S. growth begins to slow,\" the strategists say.\nGoldman Sachs has two pieces of advice: Buy global-facing cyclicals relative to domestic-facing cyclicals and buy a basket of \"Europe reopening\" stocks, which have lagged behind \"U.S. reopening\" stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":752,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/376197533"}
精彩评论