YapWaiHong
2021-09-09
[微笑]
Jefferies raises outlook for U.S. banks after shares have 'treaded water'
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":883950108,"tweetId":"883950108","gmtCreate":1631197706204,"gmtModify":1631892071752,"author":{"id":4088247795049920,"idStr":"4088247795049920","authorId":4088247795049920,"authorIdStr":"4088247795049920","name":"YapWaiHong","avatar":"https://static.tigerbbs.com/e7710b70b68b33532687ac65fc65f96d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><span>[微笑] </span></p></body></html>","htmlText":"<html><head></head><body><p><span>[微笑] </span></p></body></html>","text":"[微笑]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/883950108","repostId":2166432163,"repostType":2,"repost":{"id":"2166432163","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1631192340,"share":"https://www.laohu8.com/m/news/2166432163?lang=&edition=full","pubTime":"2021-09-09 20:59","market":"hk","language":"en","title":"Jefferies raises outlook for U.S. banks after shares have 'treaded water'","url":"https://stock-news.laohu8.com/highlight/detail?id=2166432163","media":"Dow Jones","summary":"MW Jefferies raises outlook for U.S. banks after shares have 'treaded water'\n\n\n Jefferies analyst S","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Jefferies raises outlook for U.S. banks after shares have 'treaded water'\n</p>\n<p>\n Jefferies analyst Sean Darby on Thursday lifted the firm's outlook on U.S. banks to bullish from modestly bullish. \"The environment for financials appears to be improving and the catalyst for performance from higher lending, a steeper yield curve and lower provisioning charges pushes us to raise the weighting back to bullish,\" Darby said in a note to clients. Wall Street investors are starting to recognize that both tapering and the rate cycle are appearing on the horizon, even as U.S. bank shares have treaded water alongside stable forward earnings revisions, he said. All told, the Financial Select Sector SPDR ETF <a href=\"https://laohu8.com/S/XLF\">$(XLF)$</a> is up about 28% so far in 2021, compared to a 20% gain by the S&P 500 . With the typical loan portfolio composition of a U.S. bank comprised of about 23% commercial lending, 20% residential lending and about 15% commercial real estate loans, a jump in producer prices, home prices and stabilizing in commercial real estate prices have improved the health of the overall lending portfolio of banks. A \"less heartening statistic\" is that total loans (gross of reserves) have slipped since 2020, whilst total deposits have surged, he said. \n</p>\n<p>\n -Steve Gelsi \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n September 09, 2021 08:59 ET (12:59 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></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>Jefferies raises outlook for U.S. banks after shares have 'treaded water'</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\">\nJefferies raises outlook for U.S. banks after shares have 'treaded water'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-09-09 20:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Jefferies raises outlook for U.S. banks after shares have 'treaded water'\n</p>\n<p>\n Jefferies analyst Sean Darby on Thursday lifted the firm's outlook on U.S. banks to bullish from modestly bullish. \"The environment for financials appears to be improving and the catalyst for performance from higher lending, a steeper yield curve and lower provisioning charges pushes us to raise the weighting back to bullish,\" Darby said in a note to clients. Wall Street investors are starting to recognize that both tapering and the rate cycle are appearing on the horizon, even as U.S. bank shares have treaded water alongside stable forward earnings revisions, he said. All told, the Financial Select Sector SPDR ETF <a href=\"https://laohu8.com/S/XLF\">$(XLF)$</a> is up about 28% so far in 2021, compared to a 20% gain by the S&P 500 . With the typical loan portfolio composition of a U.S. bank comprised of about 23% commercial lending, 20% residential lending and about 15% commercial real estate loans, a jump in producer prices, home prices and stabilizing in commercial real estate prices have improved the health of the overall lending portfolio of banks. A \"less heartening statistic\" is that total loans (gross of reserves) have slipped since 2020, whilst total deposits have surged, he said. \n</p>\n<p>\n -Steve Gelsi \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n September 09, 2021 08:59 ET (12:59 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XLF":"金融ETF"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166432163","content_text":"MW Jefferies raises outlook for U.S. banks after shares have 'treaded water'\n\n\n Jefferies analyst Sean Darby on Thursday lifted the firm's outlook on U.S. banks to bullish from modestly bullish. \"The environment for financials appears to be improving and the catalyst for performance from higher lending, a steeper yield curve and lower provisioning charges pushes us to raise the weighting back to bullish,\" Darby said in a note to clients. Wall Street investors are starting to recognize that both tapering and the rate cycle are appearing on the horizon, even as U.S. bank shares have treaded water alongside stable forward earnings revisions, he said. All told, the Financial Select Sector SPDR ETF $(XLF)$ is up about 28% so far in 2021, compared to a 20% gain by the S&P 500 . With the typical loan portfolio composition of a U.S. bank comprised of about 23% commercial lending, 20% residential lending and about 15% commercial real estate loans, a jump in producer prices, home prices and stabilizing in commercial real estate prices have improved the health of the overall lending portfolio of banks. A \"less heartening statistic\" is that total loans (gross of reserves) have slipped since 2020, whilst total deposits have surged, he said. \n\n\n -Steve Gelsi \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n September 09, 2021 08:59 ET (12:59 GMT)\n\n\n Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"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/883950108"}
精彩评论