CeeeKay
2021-10-25
Rigged
Why inflation scares haven't hammered the stock market
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
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":856686722,"tweetId":"856686722","gmtCreate":1635173528712,"gmtModify":1635173847312,"author":{"id":3568414833542283,"idStr":"3568414833542283","authorId":3568414833542283,"authorIdStr":"3568414833542283","name":"CeeeKay","avatar":"https://static.tigerbbs.com/17129049ced44ecc58464019a028ea24","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Rigged</p></body></html>","htmlText":"<html><head></head><body><p>Rigged</p></body></html>","text":"Rigged","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/856686722","repostId":2178260364,"repostType":4,"repost":{"id":"2178260364","kind":"news","pubTimestamp":1635167220,"share":"https://www.laohu8.com/m/news/2178260364?lang=&edition=full","pubTime":"2021-10-25 21:07","market":"us","language":"en","title":"Why inflation scares haven't hammered the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=2178260364","media":"Yahoo Finance","summary":"Despite the ever scary inflation headlines, the Dow Jones Industrial Average (^DJI) and S&P 500 (^GS","content":"<p>Despite the ever scary inflation headlines, the Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC) are flirting with record highs.</p>\n<p>That's counter to prevailing wisdom, right?</p>\n<p>On paper, increasing inflationary pressure brought on mostly from the pandemic should be pounding corporate profit margins and weighing on outlooks. So far this earnings season, on balance that hasn't happened and stock prices have been fast to jump on the less dire narrative, pros say.</p>\n<p>\"Investor sentiment had gotten pretty negative ahead of earnings season. However, once again we’re seeing companies put up solid results,\" points out Michael Reinking, NYSE senior market strategist.</p>\n<p>Reinking is correct, the data shows.</p>\n<p>About 84% of companies have beaten earnings estimates for the third quarter, in line with the record levels seen in the prior two quarters. Earnings for those companies that have reported have gained a solid 32.7%. Companies have managed to deliver strong results due to the combination of price increases and cost cuts designed to combat anything but transitory inflation.</p>\n<p>Meanwhile, Goldman Sachs notes of the 117 S&P 500 companies that have reported earnings thus far, 65% have exceeded consensus estimates by at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> standard deviation of those projections. This is a rate that if sustained, would rank among the strongest quarters on record behind the first and second quarters of 2021.</p>\n<p>The share of companies reporting above-consensus revenues has also exceeded the historical average, says David Kostin, Goldman Sachs chief U.S. equity strategist.</p>\n<p>Adds Kostin, \"While managements and analysts remain cautious, markets have moved along with tentative signs of improvement from supply chain data and commodity prices.\"</p>\n<p>That said, inflationary pressures right now are no laughing matter.</p>\n<p>Whirlpool CEO Marc Bizter told Yahoo Finance Live his company will absorb a $1 billion inflationary hit this year. He continues to respond by increasing prices to consumers.</p>\n<p>\"People have different definitions of transitory. I'm not quite sure how long you would define transitory these days. I mean, I think the real question is, do we see expected cyclical inflation or does it turn into a structural inflation? I don't think it's the latter one, personally. But I think with the inflation environment, we will see around us for some time. It's not going to go away overnight and we're prepared to deal with that,\" explained Bitzer.</p>\n<p>P&G's Vice Chairman Jon Moeller said on Yahoo Finance Live, the Tide maker will see a $2.2 billion after-tax hit to earnings in its current fiscal year due to inflation. Moeller is also raising prices on shoppers to protect margins.</p>\n<p>Now, even folks like <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> and Square CEO Jack Dorsey are warning about hyperinflation.</p>\n<p>Investors are starting to pay a little attention even if it isn't reflected in the broader market.</p>\n<p>\"Inflation will remain heavily in focus for markets over the week ahead, with recent days having seen investor expectations of future inflation rise to fresh multi-year highs.\" Deutsche Bank strategist Jim Reid says.</p>\n<p>But in the near-term, market bulls do appear to be in control.</p>\n<p>Quips Reinking, \"It does seem like investors are becoming somewhat desensitized to these issues and are willing to look past this as we’ve seen multiple situations where stocks initially gapped down on a guidance miss only to rebound later in the session.\"</p>","source":"yahoofinance_au","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>Why inflation scares haven't hammered the stock market</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\">\nWhy inflation scares haven't hammered the stock market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 21:07 GMT+8 <a href=https://finance.yahoo.com/news/why-inflation-scares-havent-hammered-the-stock-market-105000766.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite the ever scary inflation headlines, the Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC) are flirting with record highs.\nThat's counter to prevailing wisdom, right?\nOn paper, increasing...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-inflation-scares-havent-hammered-the-stock-market-105000766.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SQ":"Block","TWTR":"Twitter","WHR":"惠而浦",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/why-inflation-scares-havent-hammered-the-stock-market-105000766.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178260364","content_text":"Despite the ever scary inflation headlines, the Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC) are flirting with record highs.\nThat's counter to prevailing wisdom, right?\nOn paper, increasing inflationary pressure brought on mostly from the pandemic should be pounding corporate profit margins and weighing on outlooks. So far this earnings season, on balance that hasn't happened and stock prices have been fast to jump on the less dire narrative, pros say.\n\"Investor sentiment had gotten pretty negative ahead of earnings season. However, once again we’re seeing companies put up solid results,\" points out Michael Reinking, NYSE senior market strategist.\nReinking is correct, the data shows.\nAbout 84% of companies have beaten earnings estimates for the third quarter, in line with the record levels seen in the prior two quarters. Earnings for those companies that have reported have gained a solid 32.7%. Companies have managed to deliver strong results due to the combination of price increases and cost cuts designed to combat anything but transitory inflation.\nMeanwhile, Goldman Sachs notes of the 117 S&P 500 companies that have reported earnings thus far, 65% have exceeded consensus estimates by at least one standard deviation of those projections. This is a rate that if sustained, would rank among the strongest quarters on record behind the first and second quarters of 2021.\nThe share of companies reporting above-consensus revenues has also exceeded the historical average, says David Kostin, Goldman Sachs chief U.S. equity strategist.\nAdds Kostin, \"While managements and analysts remain cautious, markets have moved along with tentative signs of improvement from supply chain data and commodity prices.\"\nThat said, inflationary pressures right now are no laughing matter.\nWhirlpool CEO Marc Bizter told Yahoo Finance Live his company will absorb a $1 billion inflationary hit this year. He continues to respond by increasing prices to consumers.\n\"People have different definitions of transitory. I'm not quite sure how long you would define transitory these days. I mean, I think the real question is, do we see expected cyclical inflation or does it turn into a structural inflation? I don't think it's the latter one, personally. But I think with the inflation environment, we will see around us for some time. It's not going to go away overnight and we're prepared to deal with that,\" explained Bitzer.\nP&G's Vice Chairman Jon Moeller said on Yahoo Finance Live, the Tide maker will see a $2.2 billion after-tax hit to earnings in its current fiscal year due to inflation. Moeller is also raising prices on shoppers to protect margins.\nNow, even folks like Twitter and Square CEO Jack Dorsey are warning about hyperinflation.\nInvestors are starting to pay a little attention even if it isn't reflected in the broader market.\n\"Inflation will remain heavily in focus for markets over the week ahead, with recent days having seen investor expectations of future inflation rise to fresh multi-year highs.\" Deutsche Bank strategist Jim Reid says.\nBut in the near-term, market bulls do appear to be in control.\nQuips Reinking, \"It does seem like investors are becoming somewhat desensitized to these issues and are willing to look past this as we’ve seen multiple situations where stocks initially gapped down on a guidance miss only to rebound later in the session.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"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":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/856686722"}
精彩评论