RT126
2021-10-19
Is that good?
Morgan Stanley’s Kushma Says Bond Yields Climbing Too Quickly
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":859369063,"tweetId":"859369063","gmtCreate":1634656142199,"gmtModify":1634656211600,"author":{"id":4095412450481050,"idStr":"4095412450481050","authorId":4095412450481050,"authorIdStr":"4095412450481050","name":"RT126","avatar":"https://static.tigerbbs.com/71bd4d86dba111820dfaead92c1969c1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Is that good?</p></body></html>","htmlText":"<html><head></head><body><p>Is that good?</p></body></html>","text":"Is that good?","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/859369063","repostId":1183104478,"repostType":4,"repost":{"id":"1183104478","kind":"news","pubTimestamp":1634654982,"share":"https://www.laohu8.com/m/news/1183104478?lang=&edition=full","pubTime":"2021-10-19 22:49","market":"us","language":"en","title":"Morgan Stanley’s Kushma Says Bond Yields Climbing Too Quickly","url":"https://stock-news.laohu8.com/highlight/detail?id=1183104478","media":"Bloomberg","summary":"The recent spike in Treasury yields is likely overdone as global demand for “risk-free” assets remai","content":"<p>The recent spike in Treasury yields is likely overdone as global demand for “risk-free” assets remains strong, according to Morgan Stanley Investment Management’s Michael Kushma.</p>\n<p>“Everyone is worried about tapering from the Fed, but the U.S. fiscal deficit should shrink dramatically next year,” Kushma, the firm’s chief investment officer for global fixed income, told Bloomberg TV’s Surveillance Tuesday. “I don’t see a supply-side issue on Treasuries right now. Treasuries are the world’s risk-free asset. That’s not going away. The level of U.S. yields relative to the rest of the world is also very high, meaning the U.S. is a high-yielding alternative.”</p>\n<p>Benchmark 10-year yields hovered near 1.61% on Tuesday. They reached 1.63% last week, the highest since mid-year.</p>\n<p>Markets globally are reckoning with an elevated pace of inflation that’s testing the Federal Reserve’s resolve to keep borrowing costs low until the labor-market recovery progresses further. The allocation to bonds tumbled to the lowest level ever as inflation woes drove expectations for higher rates, according to the latest Bank of America Corp. monthly fund manager survey, conducted in the week through Oct. 14.</p>\n<p>For Kushma, most countries are probably “overpredicting” how fast rates are going to rise.</p>\n<p>“The cyclical bounce in recovery next year will be strong. From a credit perspective, we’ll be fine,” Kushma noted. “We will have continued strong labor markets, strong inflationary pressures at the margin.” But he said, “there is no doubt that inflation is going to slow over the next 12 months.”</p>","source":"lsy1584095487587","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’s Kushma Says Bond Yields Climbing Too Quickly</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’s Kushma Says Bond Yields Climbing Too Quickly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-19 22:49 GMT+8 <a href=https://finance.yahoo.com/news/morgan-stanley-kushma-says-bond-140757982.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The recent spike in Treasury yields is likely overdone as global demand for “risk-free” assets remains strong, according to Morgan Stanley Investment Management’s Michael Kushma.\n“Everyone is worried ...</p>\n\n<a href=\"https://finance.yahoo.com/news/morgan-stanley-kushma-says-bond-140757982.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-kushma-says-bond-140757982.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183104478","content_text":"The recent spike in Treasury yields is likely overdone as global demand for “risk-free” assets remains strong, according to Morgan Stanley Investment Management’s Michael Kushma.\n“Everyone is worried about tapering from the Fed, but the U.S. fiscal deficit should shrink dramatically next year,” Kushma, the firm’s chief investment officer for global fixed income, told Bloomberg TV’s Surveillance Tuesday. “I don’t see a supply-side issue on Treasuries right now. Treasuries are the world’s risk-free asset. That’s not going away. The level of U.S. yields relative to the rest of the world is also very high, meaning the U.S. is a high-yielding alternative.”\nBenchmark 10-year yields hovered near 1.61% on Tuesday. They reached 1.63% last week, the highest since mid-year.\nMarkets globally are reckoning with an elevated pace of inflation that’s testing the Federal Reserve’s resolve to keep borrowing costs low until the labor-market recovery progresses further. The allocation to bonds tumbled to the lowest level ever as inflation woes drove expectations for higher rates, according to the latest Bank of America Corp. monthly fund manager survey, conducted in the week through Oct. 14.\nFor Kushma, most countries are probably “overpredicting” how fast rates are going to rise.\n“The cyclical bounce in recovery next year will be strong. From a credit perspective, we’ll be fine,” Kushma noted. “We will have continued strong labor markets, strong inflationary pressures at the margin.” But he said, “there is no doubt that inflation is going to slow over the next 12 months.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"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":11,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/859369063"}
精彩评论