MayTan
2021-11-02
Noted. Trade cautiously.
Morgan Stanley says bulls can keep running through Thanksgiving, but not much longer
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
6
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":843178352,"tweetId":"843178352","gmtCreate":1635815372011,"gmtModify":1635815372243,"author":{"id":3573019619191060,"idStr":"3573019619191060","authorId":3573019619191060,"authorIdStr":"3573019619191060","name":"MayTan","avatar":"https://static.tigerbbs.com/808e2dbe5d70103ebf181c1496a31644","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":79,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Noted. Trade cautiously.</p></body></html>","htmlText":"<html><head></head><body><p>Noted. Trade cautiously.</p></body></html>","text":"Noted. Trade cautiously.","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/843178352","repostId":1100819802,"repostType":4,"repost":{"id":"1100819802","kind":"news","pubTimestamp":1635773131,"share":"https://www.laohu8.com/m/news/1100819802?lang=&edition=full","pubTime":"2021-11-01 21:25","market":"us","language":"en","title":"Morgan Stanley says bulls can keep running through Thanksgiving, but not much longer","url":"https://stock-news.laohu8.com/highlight/detail?id=1100819802","media":"Seeking Alpha","summary":"Morgan Stanley is going against consensus on earnings again, predicting a bigger earnings growth slo","content":"<ul>\n <li>Morgan Stanley is going against consensus on earnings again, predicting a bigger earnings growth slowdown than Wall Street is pricing in.</li>\n <li>\"We can’t help but recall our position over a year ago, when we argued for much faster earnings growth than the consensus,\" equity strategist Mike Wilson writes. \"We argued then that the record fiscal stimulus would effectively serve as a government subsidy for corporations to over-earn.\"</li>\n <li>\"Today, we find ourselves on the direct opposite side of consensus again, but for the same reasons,\" Wilson says. \"Since we believe consensus failed to see that logic last year, it seems plausible it could now be missing the corollary. \"</li>\n <li>\"In short, we think the earnings growth slowdown will be worse and last longer than expected as the payback in demand arrives early next year with a sharp year-over-year decline in personal disposable income.\"</li>\n <li>Consumer sentiment is dropping at the lower end of the income spectrum and personal savings have already been depleted to pre-COVID levels, he adds. (See Morgan Stanley chart at bottom.)</li>\n <li>The earnings slowdown, combined with Fed tightening and inflation worries, will eventually arrest the market's rise, Wilson says.</li>\n <li>Stocks are looking to kick November off on the front foot, though, with S&P futures(SPX) (NYSEARCA:SPY)and Nasdaq 100 futures(NDX:IND)(NASDAQ:QQQ) rising through the morning.</li>\n <li>\"Bottom line, the fundamental picture for stocks is deteriorating as the Fed starts to tighten monetary policy and earnings growth slows further into next year, turning outright negative for some companies,\" Wilson says. \"However, asset prices are continuing to rise as retail investors keep plowing excess cash into these same investments.\"</li>\n <li>\"Meanwhile, with strong seasonal trends and pressure to perform high at this time of year, many institutional investors we speak with are staying fully invested for these technical reasons. If our analysis is correct, we think that this bullish trend can continue into Thanksgiving, but not much longer.\"</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/8c2cbb02eede9aa8ced4d1f80a635aed\" tg-width=\"837\" tg-height=\"444\" width=\"100%\" height=\"auto\"></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>Morgan Stanley says bulls can keep running through Thanksgiving, but not much longer</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\">\nMorgan Stanley says bulls can keep running through Thanksgiving, but not much longer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 21:25 GMT+8 <a href=https://seekingalpha.com/news/3761303-morgan-stanley-says-bulls-can-keep-running-through-thanksgiving-but-not-much-longer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley is going against consensus on earnings again, predicting a bigger earnings growth slowdown than Wall Street is pricing in.\n\"We can’t help but recall our position over a year ago, when ...</p>\n\n<a href=\"https://seekingalpha.com/news/3761303-morgan-stanley-says-bulls-can-keep-running-through-thanksgiving-but-not-much-longer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/news/3761303-morgan-stanley-says-bulls-can-keep-running-through-thanksgiving-but-not-much-longer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100819802","content_text":"Morgan Stanley is going against consensus on earnings again, predicting a bigger earnings growth slowdown than Wall Street is pricing in.\n\"We can’t help but recall our position over a year ago, when we argued for much faster earnings growth than the consensus,\" equity strategist Mike Wilson writes. \"We argued then that the record fiscal stimulus would effectively serve as a government subsidy for corporations to over-earn.\"\n\"Today, we find ourselves on the direct opposite side of consensus again, but for the same reasons,\" Wilson says. \"Since we believe consensus failed to see that logic last year, it seems plausible it could now be missing the corollary. \"\n\"In short, we think the earnings growth slowdown will be worse and last longer than expected as the payback in demand arrives early next year with a sharp year-over-year decline in personal disposable income.\"\nConsumer sentiment is dropping at the lower end of the income spectrum and personal savings have already been depleted to pre-COVID levels, he adds. (See Morgan Stanley chart at bottom.)\nThe earnings slowdown, combined with Fed tightening and inflation worries, will eventually arrest the market's rise, Wilson says.\nStocks are looking to kick November off on the front foot, though, with S&P futures(SPX) (NYSEARCA:SPY)and Nasdaq 100 futures(NDX:IND)(NASDAQ:QQQ) rising through the morning.\n\"Bottom line, the fundamental picture for stocks is deteriorating as the Fed starts to tighten monetary policy and earnings growth slows further into next year, turning outright negative for some companies,\" Wilson says. \"However, asset prices are continuing to rise as retail investors keep plowing excess cash into these same investments.\"\n\"Meanwhile, with strong seasonal trends and pressure to perform high at this time of year, many institutional investors we speak with are staying fully invested for these technical reasons. If our analysis is correct, we think that this bullish trend can continue into Thanksgiving, but not much longer.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"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":22,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/843178352"}
精彩评论