ppp00
2022-01-03
Please help to like
December jobs report, Federal Reserve meeting minutes, CES: What to know this week
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
1
5
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":692733715,"tweetId":"692733715","gmtCreate":1641211090752,"gmtModify":1641211091006,"author":{"id":3584224743159029,"idStr":"3584224743159029","authorId":3584224743159029,"authorIdStr":"3584224743159029","name":"ppp00","avatar":"https://static.tigerbbs.com/da2244bab9d4a7395c345d07997e6f44","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Please help to like </p></body></html>","htmlText":"<html><head></head><body><p>Please help to like </p></body></html>","text":"Please help to like","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/692733715","repostId":2200403714,"repostType":4,"repost":{"id":"2200403714","kind":"news","pubTimestamp":1641163785,"share":"https://www.laohu8.com/m/news/2200403714?lang=&edition=full","pubTime":"2022-01-03 06:49","market":"us","language":"en","title":"December jobs report, Federal Reserve meeting minutes, CES: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2200403714","media":"Yahoo Finance","summary":"Investors can expect a busy first week of 2022, laden with key economic releases out of Washington t","content":"<html><head></head><body><p>Investors can expect a busy first week of 2022, laden with key economic releases out of Washington that include the highly-anticipated December jobs report and minutes from the Federal Open Market Committee’s (FOMC) latest policy-setting meeting.</p><p>It was a hectic final month of 2021 for markets, stocks rallied to new highs and the action could pour into the new year’s opening week of trading with a boost from what is known as the “January Effect” — the perception of a seasonal rise in U.S. equities during the first month of the year.</p><p>Wall Street attributes the theory to an increase in purchasing following the drop in prices that occurs in December when investors sell positions that have declined in order to take the capital loss in that calendar year's taxes. Some also think the anomaly is the result of traders using year-end cash bonuses to purchase equities the following month.</p><p>Employment data will be in the spotlight this week. The Department of Labor’s monthly jobs report due for release on Friday will offer an updated look at the strength of hiring and labor force participation — important measures of the U.S. economy, made even more consequential in recent weeks amid a backdrop of rising COVID-19 cases as investors look to assess the impact of the the latest Omicron-driven wave.</p><p>Consensus economist estimates suggest that about 400,000 jobs were added in December, with the pace of hiring nearly doubling from the fewer-than-expected 210,000 recorded in November, when forecasts predicted a half-million new jobs to return. The unemployment rate is also expected to improve further to 4.1% from 4.3% in November when it ticked down to the lowest read since March 2020.</p><p>Although the pace of non-farm payrolls is projected to have risen in December, the downside risk to estimates may be “sizable.”</p><p>“COVID caseloads have been on the rise since November, and news that Omicron could be more infectious than previous variants circulated widely during the December survey period,” Bloomberg economists wrote in a note. “Given how often households have cited fear of COVID or care-taking needs related to COVID as the most important reasons for staying out of the job market, the emergence of the Omicron variant could continue to discourage them.”</p><p>Despite steady rehiring since the peak of the pandemic, labor force participation remains short of pre-virus levels. The civilian labor force was down by about 2.4 million participants as of November, compared to February 2020. Labor issues are also fueling surging inflation levels, as companies large and small face logistical challenges, including rising business costs and supply chain bottlenecks caused by a shortage of workers.</p><p>“This severe labor market shortage — more than any other economic factor — is accounting for a massive breakdown in the normally well-oiled global supply chain,” experts at Wilmington Trust said in their 2022 Capital Markets Outlook. “Labor participation and how firms deal with global resource disorder will likely determine the path for inflation, which is the critical consideration for investors in 2022.”</p><p><img src=\"https://static.tigerbbs.com/792826db78c3c5bac082a3cd1bbe34c2\" tg-width=\"818\" tg-height=\"685\" referrerpolicy=\"no-referrer\"/></p><p>With inflation at the forefront, investors will also set their sights on the Federal Reserve as it looks to raise interest rates this year to offset swelling price levels. The pace of these hikes will determine the stock market’s path forward in the new year.</p><p>Minutes from the FOMC’s Dec. 15 policy-setting meeting, due out Wednesday, could give investors a better picture of where policymakers see interest rates going in 2022.</p><p>Fed officials indicated last month that all 18 members predict at least one 25 basis point hike next year, with the median member forecasting three rate hikes before 2022 is over. The next FOMC meeting is scheduled to take place on Jan. 25 and 26.</p><p>“What’s not changed is the focus on inflation, that’s the biggest risk,” Brigg Macadam founding partner Greg Swenson told Yahoo Finance Live, adding that the Fed changing its tone is “too little, too late.”</p><p>“They are still, by most measures, quite dovish, even with the tapering of bond purchases and the market pricing in three hikes next year, you’ll still have dramatically negative real rates,” he said. “I wouldn’t call that a hawkish Fed — maybe their tone has changed a little bit and they have definitely stopped using the word ‘transitory,’ they have all but admitted that they missed inflation and underestimated it.”</p><p>Although earnings season doesn’t fully commence until around mid-month, several notable off-cycle reports are due out this week, including ones from Jefferies, Bed Bath & Beyond, and Walgreens.</p><p>CES, the Consumer Technology Association's iconic consumer electronics show will also take place from Jan. 5-7 in Las Vegas, but will end one day earlier than initially planned due to fast-spreading cases of COVID-19. The event may also have a light crowd, with some usual, big name attendees like Apple, Alphabet and Facebook's parent Meta dropping their plans to attend in-person under the circumstances.</p><h2>Economic calendar</h2><ul><li><p><b>Monday:</b> Markit US Manufacturing PMI, December final (57.7 estimated, 57.8 prior); Construction Spending, month over month, November (0.7% estimated, 0.2% prior month)</p></li><li><p><b>Tuesday:</b> ISM New Orders, December (61.5% prior month); ISM Prices Paid, December (79.3 estimated, 82.4 prior month); ISM Manufacturing, December (60.2 estimated, 61.1) prior month); ISM Employment, December (53.3 prior month); JOLTS job openings, November (11,033,000 prior month); WARDS Total Vehicle Sales, December (13,100,000 expected, 12,860,000 prior month)</p></li><li><p><b>Wednesday:</b> MBA Mortgage Applications, week ended Dec. 31 (-0.6% during prior week); ADP Employment Change, December (360,000 expected, 534,000 during prior month); Markit US Composite PMI, December final (56.9 prior month); Markit US Services PMI, December final (57.5 expected, 57.5 prior month); FOMC Meeting Minutes, December 15</p></li><li><p><b>Thursday: </b>Challenger Job Cuts, year over year, December (-77% prior); Trade Balance, November (-$74,000,000,000 expected, -$67,000,000,000); Initial Jobless Claims, week ended January 1 (199,000 expected, 198,000 during prior week) Continuing Claims, week ended January 1 (1,715,000 expected, 1,716,000 prior week); Langer Consumer Comfort, January 2 (47.9 prior); Factory Orders excluding transportation, November (1.6% prior); Factory Orders, November (1.5% expected, 1.0% prior) ISM Services Index, December (67.0 expected, 69.1 prior); Durable Goods Orders, November final (2.5% prior); Durable Goods Excluding Transportation, November final (0.8% prior); Capital Goods Orders Nondefense Excluding Aircrafts, November final (-0.1%); Capital Goods Shipments Nondefense Excluding Aircrafts, November final (0.3%)</p></li><li><p><b>Friday:</b> Revisions – Employment Report, Household Survey; Two-Month Payroll Net Revision, December (82,000 prior); Change in Nonfarm Payrolls, December (400,000 expected, 210,000 prior month); Change in Private Payrolls, December (370,000 expected, 235,000 prior month); Change in Manufacturing Payrolls, December (33,000 expected, 31,000 prior month); Unemployment Rate, December (4.1 expected, 4.3% prior); Average Hourly Earnings, month over month, December (0.4% expected, 0.3% prior month); Average Hourly Earnings, year over year (4.2% expected, 4.8% prior month); Average Weekly Hours All Employees, December (34.8 expected, 34.8 prior month); Labor Force Participation Rate, December (61.9% expected, 61.8% prior month); Underemployment Rate, December (7.8% prior month); Consumer Credit, November (22,500,000,000 expected, 16,897,000,000 prior month)</p></li></ul><h2>Earnings calendar</h2><ul><li><p><b>Monday:</b> <i>No notable reports scheduled for release</i></p></li><li><p><b>Tuesday:</b> Jefferies Financial Group (JEF), <a href=\"https://laohu8.com/S/MLKN\">MillerKnoll</a> (MLKN) after market close</p></li><li><p><b>Wednesday:</b> <a href=\"https://laohu8.com/S/MULN\">Mullen Automotive</a> Inc. (MULN)</p></li><li><p><b>Thursday</b>: Bed Bath & Beyond Inc. (BBY) before market open, <a href=\"https://laohu8.com/S/STZ\">Constellation Brands Inc</a>. (STZ) before market open, <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA) before market opens, PriceSmart (PSMT) after market close</p></li><li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li></ul></body></html>","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>December jobs report, Federal Reserve meeting minutes, CES: What to know this week</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\">\nDecember jobs report, Federal Reserve meeting minutes, CES: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 06:49 GMT+8 <a href=https://finance.yahoo.com/news/december-jobs-report-fomc-meeting-minutes-what-to-know-this-week-171353443.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors can expect a busy first week of 2022, laden with key economic releases out of Washington that include the highly-anticipated December jobs report and minutes from the Federal Open Market ...</p>\n\n<a href=\"https://finance.yahoo.com/news/december-jobs-report-fomc-meeting-minutes-what-to-know-this-week-171353443.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓",".DJI":"道琼斯","BK4127":"投资银行业与经纪业","BK4155":"大卖场与超市","BBY":"百思买",".IXIC":"NASDAQ Composite","BK4169":"酿酒商与葡萄酒商",".SPX":"S&P 500 Index","MLKN":"MillerKnoll","BBBY":"3B家居","PSMT":"普尔斯玛特","MULN":"Mullen Automotive","BK4567":"ESG概念","BK4128":"药品零售","BK4533":"AQR资本管理(全球第二大对冲基金)","JEF":"杰富瑞","WBA":"沃尔格林联合博姿","BK4077":"互动媒体与服务","FOMC":"FOMO CORP.","STZ":"星座品牌","BK4076":"电脑与电子产品零售","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4143":"办公服务与用品"},"source_url":"https://finance.yahoo.com/news/december-jobs-report-fomc-meeting-minutes-what-to-know-this-week-171353443.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200403714","content_text":"Investors can expect a busy first week of 2022, laden with key economic releases out of Washington that include the highly-anticipated December jobs report and minutes from the Federal Open Market Committee’s (FOMC) latest policy-setting meeting.It was a hectic final month of 2021 for markets, stocks rallied to new highs and the action could pour into the new year’s opening week of trading with a boost from what is known as the “January Effect” — the perception of a seasonal rise in U.S. equities during the first month of the year.Wall Street attributes the theory to an increase in purchasing following the drop in prices that occurs in December when investors sell positions that have declined in order to take the capital loss in that calendar year's taxes. Some also think the anomaly is the result of traders using year-end cash bonuses to purchase equities the following month.Employment data will be in the spotlight this week. The Department of Labor’s monthly jobs report due for release on Friday will offer an updated look at the strength of hiring and labor force participation — important measures of the U.S. economy, made even more consequential in recent weeks amid a backdrop of rising COVID-19 cases as investors look to assess the impact of the the latest Omicron-driven wave.Consensus economist estimates suggest that about 400,000 jobs were added in December, with the pace of hiring nearly doubling from the fewer-than-expected 210,000 recorded in November, when forecasts predicted a half-million new jobs to return. The unemployment rate is also expected to improve further to 4.1% from 4.3% in November when it ticked down to the lowest read since March 2020.Although the pace of non-farm payrolls is projected to have risen in December, the downside risk to estimates may be “sizable.”“COVID caseloads have been on the rise since November, and news that Omicron could be more infectious than previous variants circulated widely during the December survey period,” Bloomberg economists wrote in a note. “Given how often households have cited fear of COVID or care-taking needs related to COVID as the most important reasons for staying out of the job market, the emergence of the Omicron variant could continue to discourage them.”Despite steady rehiring since the peak of the pandemic, labor force participation remains short of pre-virus levels. The civilian labor force was down by about 2.4 million participants as of November, compared to February 2020. Labor issues are also fueling surging inflation levels, as companies large and small face logistical challenges, including rising business costs and supply chain bottlenecks caused by a shortage of workers.“This severe labor market shortage — more than any other economic factor — is accounting for a massive breakdown in the normally well-oiled global supply chain,” experts at Wilmington Trust said in their 2022 Capital Markets Outlook. “Labor participation and how firms deal with global resource disorder will likely determine the path for inflation, which is the critical consideration for investors in 2022.”With inflation at the forefront, investors will also set their sights on the Federal Reserve as it looks to raise interest rates this year to offset swelling price levels. The pace of these hikes will determine the stock market’s path forward in the new year.Minutes from the FOMC’s Dec. 15 policy-setting meeting, due out Wednesday, could give investors a better picture of where policymakers see interest rates going in 2022.Fed officials indicated last month that all 18 members predict at least one 25 basis point hike next year, with the median member forecasting three rate hikes before 2022 is over. The next FOMC meeting is scheduled to take place on Jan. 25 and 26.“What’s not changed is the focus on inflation, that’s the biggest risk,” Brigg Macadam founding partner Greg Swenson told Yahoo Finance Live, adding that the Fed changing its tone is “too little, too late.”“They are still, by most measures, quite dovish, even with the tapering of bond purchases and the market pricing in three hikes next year, you’ll still have dramatically negative real rates,” he said. “I wouldn’t call that a hawkish Fed — maybe their tone has changed a little bit and they have definitely stopped using the word ‘transitory,’ they have all but admitted that they missed inflation and underestimated it.”Although earnings season doesn’t fully commence until around mid-month, several notable off-cycle reports are due out this week, including ones from Jefferies, Bed Bath & Beyond, and Walgreens.CES, the Consumer Technology Association's iconic consumer electronics show will also take place from Jan. 5-7 in Las Vegas, but will end one day earlier than initially planned due to fast-spreading cases of COVID-19. The event may also have a light crowd, with some usual, big name attendees like Apple, Alphabet and Facebook's parent Meta dropping their plans to attend in-person under the circumstances.Economic calendarMonday: Markit US Manufacturing PMI, December final (57.7 estimated, 57.8 prior); Construction Spending, month over month, November (0.7% estimated, 0.2% prior month)Tuesday: ISM New Orders, December (61.5% prior month); ISM Prices Paid, December (79.3 estimated, 82.4 prior month); ISM Manufacturing, December (60.2 estimated, 61.1) prior month); ISM Employment, December (53.3 prior month); JOLTS job openings, November (11,033,000 prior month); WARDS Total Vehicle Sales, December (13,100,000 expected, 12,860,000 prior month)Wednesday: MBA Mortgage Applications, week ended Dec. 31 (-0.6% during prior week); ADP Employment Change, December (360,000 expected, 534,000 during prior month); Markit US Composite PMI, December final (56.9 prior month); Markit US Services PMI, December final (57.5 expected, 57.5 prior month); FOMC Meeting Minutes, December 15Thursday: Challenger Job Cuts, year over year, December (-77% prior); Trade Balance, November (-$74,000,000,000 expected, -$67,000,000,000); Initial Jobless Claims, week ended January 1 (199,000 expected, 198,000 during prior week) Continuing Claims, week ended January 1 (1,715,000 expected, 1,716,000 prior week); Langer Consumer Comfort, January 2 (47.9 prior); Factory Orders excluding transportation, November (1.6% prior); Factory Orders, November (1.5% expected, 1.0% prior) ISM Services Index, December (67.0 expected, 69.1 prior); Durable Goods Orders, November final (2.5% prior); Durable Goods Excluding Transportation, November final (0.8% prior); Capital Goods Orders Nondefense Excluding Aircrafts, November final (-0.1%); Capital Goods Shipments Nondefense Excluding Aircrafts, November final (0.3%)Friday: Revisions – Employment Report, Household Survey; Two-Month Payroll Net Revision, December (82,000 prior); Change in Nonfarm Payrolls, December (400,000 expected, 210,000 prior month); Change in Private Payrolls, December (370,000 expected, 235,000 prior month); Change in Manufacturing Payrolls, December (33,000 expected, 31,000 prior month); Unemployment Rate, December (4.1 expected, 4.3% prior); Average Hourly Earnings, month over month, December (0.4% expected, 0.3% prior month); Average Hourly Earnings, year over year (4.2% expected, 4.8% prior month); Average Weekly Hours All Employees, December (34.8 expected, 34.8 prior month); Labor Force Participation Rate, December (61.9% expected, 61.8% prior month); Underemployment Rate, December (7.8% prior month); Consumer Credit, November (22,500,000,000 expected, 16,897,000,000 prior month)Earnings calendarMonday: No notable reports scheduled for releaseTuesday: Jefferies Financial Group (JEF), MillerKnoll (MLKN) after market closeWednesday: Mullen Automotive Inc. (MULN)Thursday: Bed Bath & Beyond Inc. (BBY) before market open, Constellation Brands Inc. (STZ) before market open, Walgreens Boots Alliance (WBA) before market opens, PriceSmart (PSMT) after market closeFriday: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"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":16,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/692733715"}
精彩评论