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2021-11-01

Nice

EV Startups Lucid and Rivian Deliver First Models to Customers

2021-11-15

Thx 4 sharing

Goldman Sachs sees U.S. core PCE halving by end of 2022

2021-12-01

Thx 4 sharing

The liquidity wave carrying stocks will continue even after the Powell Pivot, this analyst argues. Here's why.

2021-10-29

$GSI Technology(GSIT)$anyone holding with me? Plan to sell @ $7

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Reserve's preferred inflation measure - to fall to 2.3% by end of next year from 4.4% at the close of 2021, as demand for goods should moderate with the peak stay-at-home and stimulus effects fading.</p>\n<p>While current inflation overshoot has been \"startling\", they attribute it entirely to a surge in durable goods prices, driven by severe and persistent supply and demand imbalances.</p>\n<p>\"The current inflation surge will get worse this winter before it gets better,\" Goldman's chief economist Jan Hatzius said in a note.</p>\n<p>\"We do expect persistent inflationary pressure from faster growth of wages and rents, but only enough to keep inflation moderately above 2%, in line with the Fed's goal under its new framework.\"</p>\n<p>The PCE index, excluding the volatile food and energy component, climbed 0.2% in September, following a 0.3% rise in August. In the 12 months through September, the so-called core PCE price index increased 3.6% for a fourth straight month.</p>","source":"lsy1601381805984","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>Goldman Sachs sees U.S. core PCE halving by end of 2022</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; 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}\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\">\nGoldman Sachs sees U.S. core PCE halving by end of 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 22:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/goldman-sachs-sees-us-core-pce-halving-by-end-2022-2021-11-15/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs has forecast growth in the U.S. core personal consumption expenditures (PCE) index to nearly halve by the end of 2022, as the U.S. bank expects a surge in commodity prices and supply-...</p>\n\n<a href=\"https://www.reuters.com/business/goldman-sachs-sees-us-core-pce-halving-by-end-2022-2021-11-15/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://www.reuters.com/business/goldman-sachs-sees-us-core-pce-halving-by-end-2022-2021-11-15/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180077435","content_text":"Goldman Sachs has forecast growth in the U.S. core personal consumption expenditures (PCE) index to nearly halve by the end of 2022, as the U.S. bank expects a surge in commodity prices and supply-chain constraints to ease after causing near-term price spikes.\nEconomists at Goldman Sachs expect the core PCE index - the Federal Reserve's preferred inflation measure - to fall to 2.3% by end of next year from 4.4% at the close of 2021, as demand for goods should moderate with the peak stay-at-home and stimulus effects fading.\nWhile current inflation overshoot has been \"startling\", they attribute it entirely to a surge in durable goods prices, driven by severe and persistent supply and demand imbalances.\n\"The current inflation surge will get worse this winter before it gets better,\" Goldman's chief economist Jan Hatzius said in a note.\n\"We do expect persistent inflationary pressure from faster growth of wages and rents, but only enough to keep inflation moderately above 2%, in line with the Fed's goal under its new framework.\"\nThe PCE index, excluding the volatile food and energy component, climbed 0.2% in September, following a 0.3% rise in August. In the 12 months through September, the so-called core PCE price index increased 3.6% for a fourth straight month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849422798,"gmtCreate":1635774579358,"gmtModify":1635774579454,"author":{"id":"3569280074566215","authorId":"3569280074566215","name":"JJSIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849422798","repostId":"1101034989","repostType":4,"repost":{"id":"1101034989","pubTimestamp":1635774528,"share":"https://www.laohu8.com/m/news/1101034989?lang=&edition=full","pubTime":"2021-11-01 21:48","market":"us","language":"en","title":"EV Startups Lucid and Rivian Deliver First Models to Customers","url":"https://stock-news.laohu8.com/highlight/detail?id=1101034989","media":"The Wall Street Journal","summary":"The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up produ","content":"<p>The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up production</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c76ef608a1676bcaae05cbf207b8774\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>Lucid began building its first all-electric Air sedans in Arizona in September.</span></p>\n<p>Rivian Automotive and&nbsp;Lucid Group&nbsp;Inc.,two electric-car startups looking to emulateTeslaInc.’ssuccess, are making their marketplace debuts, shipping their first models to customers and planning to expand production.</p>\n<p>Lucid, a California-based upstart that&nbsp;went public in July&nbsp;through a merger with a special-purpose acquisition company, began building its first&nbsp;all-electric Air sedans&nbsp;in Arizona in September and started delivering them to customers Saturday.</p>\n<p>The company, which is backed by Saudi Arabia’s sovereign-wealth fund, is looking to target the high-end market for luxury electric cars—a niche long dominated by Tesla—with the Air, a model that starts at $77,400. The first versions delivered over the weekend cost around $169,000.</p>\n<p>Rivian, another up-and-comer backed by&nbsp;Ford Motor&nbsp;Co.&nbsp;and&nbsp;Amazon.com&nbsp;Inc.,has started delivering its first model, the electric R1T pickup truck, to buyers and recently revealed plans for&nbsp;a second U.S. assembly plant&nbsp;to expand production beyond its factory in Normal, Ill.</p>\n<p>The rollout of these first models is a milestone for the two upstarts and gives them an advantage in the race among electric-vehicle startups. The next challenge will be increasing factory output to boost sales, said Peter Rawlinson, Lucid’s chief executive.&nbsp;Lucid said it plans to make roughly 575 cars by the end of 2021 and increase that to 20,000 next year.</p>\n<p>“What’s next is just getting the volume ramped up and pushing like crazy,” Mr. Rawlinson said.</p>\n<p>Both Rivian and Lucid are scaling operations as Tesla’s valuation has continued to soar,crossing the $1 trillion mark&nbsp;last week.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17ebcc75e997d559a830f7f8fddbc868\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"><span>Rivian is targeting the U.S.’s highly competitive pickup truck market with the R1T.</span></p>\n<p>Enthusiasm for electric vehicles, both among car buyers and on Wall Street, has been rising over the past couple of years. Electric-vehicle sales in the U.S. climbed 57% in September over the prior-year period, according to analysts from Morgan Stanley. And the Biden administration is pushing to extend the $7,500 tax credit now available for electric-vehicle purchases, as well as other additional incentives, to further stoke demand for plug-in models.</p>\n<p>Lucid’s stock surged last week, jumping more than 50%, following tweets that the company was beginning deliveries and Tesla’s deal to sell its cars to&nbsp;Hertz Global Holdings&nbsp;Inc.The company is valued at nearly $60 billion, about $8.4 billion behind Ford, which had almost $100 billion more in sales through the first nine months of 2021.</p>\n<p>Rivian, a company that started in Michigan and later moved its headquarters to California, has raised roughly $10.5 billion in the private markets since the start of 2019 and now is getting ready for an initial public offering.</p>\n<p>At its latest capital raise in July, Rivian was valued at $27.6 billion, according to a person familiar with the raise. Amazon on Friday said it owned about 20% of Rivian and valued its stake at $3.8 billion.</p>\n<p>Rivian declined to comment for the story ahead of its IPO.</p>\n<p>Still, in the capital-intensive auto industry, there is a history of startups that have launched and folded later, and both Lucid and Rivian have had to spend heavily before shipping their first vehicles.</p>\n<p>Lucid lost $3.6 billion in the first half of 2021, while Rivian spent $2 billion from the start of last year through the end of June 2021.</p>\n<p>One of the biggest challenges these two companies will confront is mastering the intricacies of mass production, analysts say.</p>\n<p>Tyson Jominy, vice president of data and analytics at J.D. Power, said launching a model that has never been built before in an all-new factory is difficult for more experienced auto makers. “How much more so will it be for those who are kind of learning on the fly?” he added.</p>\n<p>Lucid and Rivian will also be squaring off with deeper-pocketed auto makers, analysts say, and will need to build brand awareness.</p>\n<p>“It’s going to be a really tall order to establish positions in this market,” said Aakash Arora, a managing partner on Boston Consulting Group’s automotive team.</p>\n<p>In many ways, both Lucid and Rivian are following Tesla’s lead. They plan to sell vehicles directly to consumers, bypassing the traditional dealer network, and Rivian plans to build its own network of fast-charges for drivers to use, helping to address a key concern for car buyers about not having enough places to plug in.</p>\n<p>The two companies have also hired several former Tesla executives over the years, including engineers and manufacturing executives, to help build their businesses.</p>\n<p>Lucid’s Mr. Rawlinson was once Tesla’s chief engineer overseeing the development of the Model S.</p>\n<p>The Lucid Air, a competitor to top-end&nbsp;Mercedes-Benz&nbsp;and&nbsp;BMW&nbsp;models, has created buzz in automotive circles, delivering an EPA-certified travel range of up to 520 miles on a single battery charge—the longest of any electric vehicle on sale in the U.S. market.</p>\n<p>“Lucid has a high bar to rise to,” said Vivianna Van Deerlin, president of the Delaware Valley Tesla Owners Club. She has three Teslas and traveled to take delivery of her Lucid Air at an event on Saturday. For her, the Lucid purchase is about backing car companies trying to increase electric-vehicle adoption, Ms. Van Deerlin said.</p>\n<p>“It’s about trying something different and supporting the mission,” she added.</p>\n<p>Rivian, meanwhile, is targeting the U.S.’s highly competitive pickup truck market with the R1T, a battery-powered model that starts at $67,500. This market has long been dominated by the Detroit car companies, and the R1T’s debut comes ahead of&nbsp;General Motors&nbsp;Co.&nbsp;and Ford rolling out their own battery-electric trucks.</p>\n<p>Rivian also plans to start building a midsize sport-utility vehicle, called the R1S, in the next few months that is to be marketed as an outdoor-focused model to compete against Jeep models and the Ford Bronco.</p>\n<p>J.D. Power’s Mr. Jominy said the market for SUVs and trucks has been booming in recent years and accounts for around 80% of all vehicles sold in October. However, there are still few all-electric options available to consumers for these specific body styles.</p>\n<p>“It is hitting what Americans want,” he said.</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>EV Startups Lucid and Rivian Deliver First Models to Customers</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; 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}\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\">\nEV Startups Lucid and Rivian Deliver First Models to Customers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 21:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/ev-startups-lucid-and-rivian-deliver-first-models-to-customers-11635759002?mod=hp_lista_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up production\nLucid began building its first all-electric Air sedans in Arizona in September.\nRivian ...</p>\n\n<a href=\"https://www.wsj.com/articles/ev-startups-lucid-and-rivian-deliver-first-models-to-customers-11635759002?mod=hp_lista_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.wsj.com/articles/ev-startups-lucid-and-rivian-deliver-first-models-to-customers-11635759002?mod=hp_lista_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101034989","content_text":"The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up production\nLucid began building its first all-electric Air sedans in Arizona in September.\nRivian Automotive and Lucid Group Inc.,two electric-car startups looking to emulateTeslaInc.’ssuccess, are making their marketplace debuts, shipping their first models to customers and planning to expand production.\nLucid, a California-based upstart that went public in July through a merger with a special-purpose acquisition company, began building its first all-electric Air sedans in Arizona in September and started delivering them to customers Saturday.\nThe company, which is backed by Saudi Arabia’s sovereign-wealth fund, is looking to target the high-end market for luxury electric cars—a niche long dominated by Tesla—with the Air, a model that starts at $77,400. The first versions delivered over the weekend cost around $169,000.\nRivian, another up-and-comer backed by Ford Motor Co. and Amazon.com Inc.,has started delivering its first model, the electric R1T pickup truck, to buyers and recently revealed plans for a second U.S. assembly plant to expand production beyond its factory in Normal, Ill.\nThe rollout of these first models is a milestone for the two upstarts and gives them an advantage in the race among electric-vehicle startups. The next challenge will be increasing factory output to boost sales, said Peter Rawlinson, Lucid’s chief executive. Lucid said it plans to make roughly 575 cars by the end of 2021 and increase that to 20,000 next year.\n“What’s next is just getting the volume ramped up and pushing like crazy,” Mr. Rawlinson said.\nBoth Rivian and Lucid are scaling operations as Tesla’s valuation has continued to soar,crossing the $1 trillion mark last week.\nRivian is targeting the U.S.’s highly competitive pickup truck market with the R1T.\nEnthusiasm for electric vehicles, both among car buyers and on Wall Street, has been rising over the past couple of years. Electric-vehicle sales in the U.S. climbed 57% in September over the prior-year period, according to analysts from Morgan Stanley. And the Biden administration is pushing to extend the $7,500 tax credit now available for electric-vehicle purchases, as well as other additional incentives, to further stoke demand for plug-in models.\nLucid’s stock surged last week, jumping more than 50%, following tweets that the company was beginning deliveries and Tesla’s deal to sell its cars to Hertz Global Holdings Inc.The company is valued at nearly $60 billion, about $8.4 billion behind Ford, which had almost $100 billion more in sales through the first nine months of 2021.\nRivian, a company that started in Michigan and later moved its headquarters to California, has raised roughly $10.5 billion in the private markets since the start of 2019 and now is getting ready for an initial public offering.\nAt its latest capital raise in July, Rivian was valued at $27.6 billion, according to a person familiar with the raise. Amazon on Friday said it owned about 20% of Rivian and valued its stake at $3.8 billion.\nRivian declined to comment for the story ahead of its IPO.\nStill, in the capital-intensive auto industry, there is a history of startups that have launched and folded later, and both Lucid and Rivian have had to spend heavily before shipping their first vehicles.\nLucid lost $3.6 billion in the first half of 2021, while Rivian spent $2 billion from the start of last year through the end of June 2021.\nOne of the biggest challenges these two companies will confront is mastering the intricacies of mass production, analysts say.\nTyson Jominy, vice president of data and analytics at J.D. Power, said launching a model that has never been built before in an all-new factory is difficult for more experienced auto makers. “How much more so will it be for those who are kind of learning on the fly?” he added.\nLucid and Rivian will also be squaring off with deeper-pocketed auto makers, analysts say, and will need to build brand awareness.\n“It’s going to be a really tall order to establish positions in this market,” said Aakash Arora, a managing partner on Boston Consulting Group’s automotive team.\nIn many ways, both Lucid and Rivian are following Tesla’s lead. They plan to sell vehicles directly to consumers, bypassing the traditional dealer network, and Rivian plans to build its own network of fast-charges for drivers to use, helping to address a key concern for car buyers about not having enough places to plug in.\nThe two companies have also hired several former Tesla executives over the years, including engineers and manufacturing executives, to help build their businesses.\nLucid’s Mr. Rawlinson was once Tesla’s chief engineer overseeing the development of the Model S.\nThe Lucid Air, a competitor to top-end Mercedes-Benz and BMW models, has created buzz in automotive circles, delivering an EPA-certified travel range of up to 520 miles on a single battery charge—the longest of any electric vehicle on sale in the U.S. market.\n“Lucid has a high bar to rise to,” said Vivianna Van Deerlin, president of the Delaware Valley Tesla Owners Club. She has three Teslas and traveled to take delivery of her Lucid Air at an event on Saturday. For her, the Lucid purchase is about backing car companies trying to increase electric-vehicle adoption, Ms. Van Deerlin said.\n“It’s about trying something different and supporting the mission,” she added.\nRivian, meanwhile, is targeting the U.S.’s highly competitive pickup truck market with the R1T, a battery-powered model that starts at $67,500. This market has long been dominated by the Detroit car companies, and the R1T’s debut comes ahead of General Motors Co. and Ford rolling out their own battery-electric trucks.\nRivian also plans to start building a midsize sport-utility vehicle, called the R1S, in the next few months that is to be marketed as an outdoor-focused model to compete against Jeep models and the Ford Bronco.\nJ.D. Power’s Mr. Jominy said the market for SUVs and trucks has been booming in recent years and accounts for around 80% of all vehicles sold in October. However, there are still few all-electric options available to consumers for these specific body styles.\n“It is hitting what Americans want,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857128063,"gmtCreate":1635514935198,"gmtModify":1635514935365,"author":{"id":"3569280074566215","authorId":"3569280074566215","name":"JJSIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSIT\">$GSI Technology(GSIT)$</a>anyone holding with me? Plan to sell @ $7","listText":"<a href=\"https://laohu8.com/S/GSIT\">$GSI Technology(GSIT)$</a>anyone holding with me? Plan to sell @ $7","text":"$GSI Technology(GSIT)$anyone holding with me? Plan to sell @ $7","images":[{"img":"https://static.tigerbbs.com/69234b948f40b6541cae0011bf12197b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857128063","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":849422798,"gmtCreate":1635774579358,"gmtModify":1635774579454,"author":{"id":"3569280074566215","authorId":"3569280074566215","name":"JJSIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849422798","repostId":"1101034989","repostType":4,"repost":{"id":"1101034989","pubTimestamp":1635774528,"share":"https://www.laohu8.com/m/news/1101034989?lang=&edition=full","pubTime":"2021-11-01 21:48","market":"us","language":"en","title":"EV Startups Lucid and Rivian Deliver First Models to Customers","url":"https://stock-news.laohu8.com/highlight/detail?id=1101034989","media":"The Wall Street Journal","summary":"The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up produ","content":"<p>The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up production</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c76ef608a1676bcaae05cbf207b8774\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>Lucid began building its first all-electric Air sedans in Arizona in September.</span></p>\n<p>Rivian Automotive and&nbsp;Lucid Group&nbsp;Inc.,two electric-car startups looking to emulateTeslaInc.’ssuccess, are making their marketplace debuts, shipping their first models to customers and planning to expand production.</p>\n<p>Lucid, a California-based upstart that&nbsp;went public in July&nbsp;through a merger with a special-purpose acquisition company, began building its first&nbsp;all-electric Air sedans&nbsp;in Arizona in September and started delivering them to customers Saturday.</p>\n<p>The company, which is backed by Saudi Arabia’s sovereign-wealth fund, is looking to target the high-end market for luxury electric cars—a niche long dominated by Tesla—with the Air, a model that starts at $77,400. The first versions delivered over the weekend cost around $169,000.</p>\n<p>Rivian, another up-and-comer backed by&nbsp;Ford Motor&nbsp;Co.&nbsp;and&nbsp;Amazon.com&nbsp;Inc.,has started delivering its first model, the electric R1T pickup truck, to buyers and recently revealed plans for&nbsp;a second U.S. assembly plant&nbsp;to expand production beyond its factory in Normal, Ill.</p>\n<p>The rollout of these first models is a milestone for the two upstarts and gives them an advantage in the race among electric-vehicle startups. The next challenge will be increasing factory output to boost sales, said Peter Rawlinson, Lucid’s chief executive.&nbsp;Lucid said it plans to make roughly 575 cars by the end of 2021 and increase that to 20,000 next year.</p>\n<p>“What’s next is just getting the volume ramped up and pushing like crazy,” Mr. Rawlinson said.</p>\n<p>Both Rivian and Lucid are scaling operations as Tesla’s valuation has continued to soar,crossing the $1 trillion mark&nbsp;last week.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17ebcc75e997d559a830f7f8fddbc868\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"><span>Rivian is targeting the U.S.’s highly competitive pickup truck market with the R1T.</span></p>\n<p>Enthusiasm for electric vehicles, both among car buyers and on Wall Street, has been rising over the past couple of years. Electric-vehicle sales in the U.S. climbed 57% in September over the prior-year period, according to analysts from Morgan Stanley. And the Biden administration is pushing to extend the $7,500 tax credit now available for electric-vehicle purchases, as well as other additional incentives, to further stoke demand for plug-in models.</p>\n<p>Lucid’s stock surged last week, jumping more than 50%, following tweets that the company was beginning deliveries and Tesla’s deal to sell its cars to&nbsp;Hertz Global Holdings&nbsp;Inc.The company is valued at nearly $60 billion, about $8.4 billion behind Ford, which had almost $100 billion more in sales through the first nine months of 2021.</p>\n<p>Rivian, a company that started in Michigan and later moved its headquarters to California, has raised roughly $10.5 billion in the private markets since the start of 2019 and now is getting ready for an initial public offering.</p>\n<p>At its latest capital raise in July, Rivian was valued at $27.6 billion, according to a person familiar with the raise. Amazon on Friday said it owned about 20% of Rivian and valued its stake at $3.8 billion.</p>\n<p>Rivian declined to comment for the story ahead of its IPO.</p>\n<p>Still, in the capital-intensive auto industry, there is a history of startups that have launched and folded later, and both Lucid and Rivian have had to spend heavily before shipping their first vehicles.</p>\n<p>Lucid lost $3.6 billion in the first half of 2021, while Rivian spent $2 billion from the start of last year through the end of June 2021.</p>\n<p>One of the biggest challenges these two companies will confront is mastering the intricacies of mass production, analysts say.</p>\n<p>Tyson Jominy, vice president of data and analytics at J.D. Power, said launching a model that has never been built before in an all-new factory is difficult for more experienced auto makers. “How much more so will it be for those who are kind of learning on the fly?” he added.</p>\n<p>Lucid and Rivian will also be squaring off with deeper-pocketed auto makers, analysts say, and will need to build brand awareness.</p>\n<p>“It’s going to be a really tall order to establish positions in this market,” said Aakash Arora, a managing partner on Boston Consulting Group’s automotive team.</p>\n<p>In many ways, both Lucid and Rivian are following Tesla’s lead. They plan to sell vehicles directly to consumers, bypassing the traditional dealer network, and Rivian plans to build its own network of fast-charges for drivers to use, helping to address a key concern for car buyers about not having enough places to plug in.</p>\n<p>The two companies have also hired several former Tesla executives over the years, including engineers and manufacturing executives, to help build their businesses.</p>\n<p>Lucid’s Mr. Rawlinson was once Tesla’s chief engineer overseeing the development of the Model S.</p>\n<p>The Lucid Air, a competitor to top-end&nbsp;Mercedes-Benz&nbsp;and&nbsp;BMW&nbsp;models, has created buzz in automotive circles, delivering an EPA-certified travel range of up to 520 miles on a single battery charge—the longest of any electric vehicle on sale in the U.S. market.</p>\n<p>“Lucid has a high bar to rise to,” said Vivianna Van Deerlin, president of the Delaware Valley Tesla Owners Club. She has three Teslas and traveled to take delivery of her Lucid Air at an event on Saturday. For her, the Lucid purchase is about backing car companies trying to increase electric-vehicle adoption, Ms. Van Deerlin said.</p>\n<p>“It’s about trying something different and supporting the mission,” she added.</p>\n<p>Rivian, meanwhile, is targeting the U.S.’s highly competitive pickup truck market with the R1T, a battery-powered model that starts at $67,500. This market has long been dominated by the Detroit car companies, and the R1T’s debut comes ahead of&nbsp;General Motors&nbsp;Co.&nbsp;and Ford rolling out their own battery-electric trucks.</p>\n<p>Rivian also plans to start building a midsize sport-utility vehicle, called the R1S, in the next few months that is to be marketed as an outdoor-focused model to compete against Jeep models and the Ford Bronco.</p>\n<p>J.D. Power’s Mr. Jominy said the market for SUVs and trucks has been booming in recent years and accounts for around 80% of all vehicles sold in October. However, there are still few all-electric options available to consumers for these specific body styles.</p>\n<p>“It is hitting what Americans want,” he said.</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>EV Startups Lucid and Rivian Deliver First Models to Customers</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\">\nEV Startups Lucid and Rivian Deliver First Models to Customers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 21:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/ev-startups-lucid-and-rivian-deliver-first-models-to-customers-11635759002?mod=hp_lista_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up production\nLucid began building its first all-electric Air sedans in Arizona in September.\nRivian ...</p>\n\n<a href=\"https://www.wsj.com/articles/ev-startups-lucid-and-rivian-deliver-first-models-to-customers-11635759002?mod=hp_lista_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.wsj.com/articles/ev-startups-lucid-and-rivian-deliver-first-models-to-customers-11635759002?mod=hp_lista_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101034989","content_text":"The upstarts are trying to replicate Tesla’s success but face challenges in trying to build up production\nLucid began building its first all-electric Air sedans in Arizona in September.\nRivian Automotive and Lucid Group Inc.,two electric-car startups looking to emulateTeslaInc.’ssuccess, are making their marketplace debuts, shipping their first models to customers and planning to expand production.\nLucid, a California-based upstart that went public in July through a merger with a special-purpose acquisition company, began building its first all-electric Air sedans in Arizona in September and started delivering them to customers Saturday.\nThe company, which is backed by Saudi Arabia’s sovereign-wealth fund, is looking to target the high-end market for luxury electric cars—a niche long dominated by Tesla—with the Air, a model that starts at $77,400. The first versions delivered over the weekend cost around $169,000.\nRivian, another up-and-comer backed by Ford Motor Co. and Amazon.com Inc.,has started delivering its first model, the electric R1T pickup truck, to buyers and recently revealed plans for a second U.S. assembly plant to expand production beyond its factory in Normal, Ill.\nThe rollout of these first models is a milestone for the two upstarts and gives them an advantage in the race among electric-vehicle startups. The next challenge will be increasing factory output to boost sales, said Peter Rawlinson, Lucid’s chief executive. Lucid said it plans to make roughly 575 cars by the end of 2021 and increase that to 20,000 next year.\n“What’s next is just getting the volume ramped up and pushing like crazy,” Mr. Rawlinson said.\nBoth Rivian and Lucid are scaling operations as Tesla’s valuation has continued to soar,crossing the $1 trillion mark last week.\nRivian is targeting the U.S.’s highly competitive pickup truck market with the R1T.\nEnthusiasm for electric vehicles, both among car buyers and on Wall Street, has been rising over the past couple of years. Electric-vehicle sales in the U.S. climbed 57% in September over the prior-year period, according to analysts from Morgan Stanley. And the Biden administration is pushing to extend the $7,500 tax credit now available for electric-vehicle purchases, as well as other additional incentives, to further stoke demand for plug-in models.\nLucid’s stock surged last week, jumping more than 50%, following tweets that the company was beginning deliveries and Tesla’s deal to sell its cars to Hertz Global Holdings Inc.The company is valued at nearly $60 billion, about $8.4 billion behind Ford, which had almost $100 billion more in sales through the first nine months of 2021.\nRivian, a company that started in Michigan and later moved its headquarters to California, has raised roughly $10.5 billion in the private markets since the start of 2019 and now is getting ready for an initial public offering.\nAt its latest capital raise in July, Rivian was valued at $27.6 billion, according to a person familiar with the raise. Amazon on Friday said it owned about 20% of Rivian and valued its stake at $3.8 billion.\nRivian declined to comment for the story ahead of its IPO.\nStill, in the capital-intensive auto industry, there is a history of startups that have launched and folded later, and both Lucid and Rivian have had to spend heavily before shipping their first vehicles.\nLucid lost $3.6 billion in the first half of 2021, while Rivian spent $2 billion from the start of last year through the end of June 2021.\nOne of the biggest challenges these two companies will confront is mastering the intricacies of mass production, analysts say.\nTyson Jominy, vice president of data and analytics at J.D. Power, said launching a model that has never been built before in an all-new factory is difficult for more experienced auto makers. “How much more so will it be for those who are kind of learning on the fly?” he added.\nLucid and Rivian will also be squaring off with deeper-pocketed auto makers, analysts say, and will need to build brand awareness.\n“It’s going to be a really tall order to establish positions in this market,” said Aakash Arora, a managing partner on Boston Consulting Group’s automotive team.\nIn many ways, both Lucid and Rivian are following Tesla’s lead. They plan to sell vehicles directly to consumers, bypassing the traditional dealer network, and Rivian plans to build its own network of fast-charges for drivers to use, helping to address a key concern for car buyers about not having enough places to plug in.\nThe two companies have also hired several former Tesla executives over the years, including engineers and manufacturing executives, to help build their businesses.\nLucid’s Mr. Rawlinson was once Tesla’s chief engineer overseeing the development of the Model S.\nThe Lucid Air, a competitor to top-end Mercedes-Benz and BMW models, has created buzz in automotive circles, delivering an EPA-certified travel range of up to 520 miles on a single battery charge—the longest of any electric vehicle on sale in the U.S. market.\n“Lucid has a high bar to rise to,” said Vivianna Van Deerlin, president of the Delaware Valley Tesla Owners Club. She has three Teslas and traveled to take delivery of her Lucid Air at an event on Saturday. For her, the Lucid purchase is about backing car companies trying to increase electric-vehicle adoption, Ms. Van Deerlin said.\n“It’s about trying something different and supporting the mission,” she added.\nRivian, meanwhile, is targeting the U.S.’s highly competitive pickup truck market with the R1T, a battery-powered model that starts at $67,500. This market has long been dominated by the Detroit car companies, and the R1T’s debut comes ahead of General Motors Co. and Ford rolling out their own battery-electric trucks.\nRivian also plans to start building a midsize sport-utility vehicle, called the R1S, in the next few months that is to be marketed as an outdoor-focused model to compete against Jeep models and the Ford Bronco.\nJ.D. Power’s Mr. Jominy said the market for SUVs and trucks has been booming in recent years and accounts for around 80% of all vehicles sold in October. However, there are still few all-electric options available to consumers for these specific body styles.\n“It is hitting what Americans want,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873764654,"gmtCreate":1636988055071,"gmtModify":1636988147257,"author":{"id":"3569280074566215","authorId":"3569280074566215","name":"JJSIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thx 4 sharing&nbsp;","listText":"Thx 4 sharing&nbsp;","text":"Thx 4 sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873764654","repostId":"1180077435","repostType":4,"repost":{"id":"1180077435","pubTimestamp":1636986230,"share":"https://www.laohu8.com/m/news/1180077435?lang=&edition=full","pubTime":"2021-11-15 22:23","market":"us","language":"en","title":"Goldman Sachs sees U.S. core PCE halving by end of 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1180077435","media":"Reuters","summary":"Goldman Sachs has forecast growth in the U.S. core personal consumption expenditures (PCE) index to ","content":"<p>Goldman Sachs has forecast growth in the U.S. core personal consumption expenditures (PCE) index to nearly halve by the end of 2022, as the U.S. bank expects a surge in commodity prices and supply-chain constraints to ease after causing near-term price spikes.</p>\n<p>Economists at Goldman Sachs expect the core PCE index - the Federal Reserve's preferred inflation measure - to fall to 2.3% by end of next year from 4.4% at the close of 2021, as demand for goods should moderate with the peak stay-at-home and stimulus effects fading.</p>\n<p>While current inflation overshoot has been \"startling\", they attribute it entirely to a surge in durable goods prices, driven by severe and persistent supply and demand imbalances.</p>\n<p>\"The current inflation surge will get worse this winter before it gets better,\" Goldman's chief economist Jan Hatzius said in a note.</p>\n<p>\"We do expect persistent inflationary pressure from faster growth of wages and rents, but only enough to keep inflation moderately above 2%, in line with the Fed's goal under its new framework.\"</p>\n<p>The PCE index, excluding the volatile food and energy component, climbed 0.2% in September, following a 0.3% rise in August. In the 12 months through September, the so-called core PCE price index increased 3.6% for a fourth straight month.</p>","source":"lsy1601381805984","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>Goldman Sachs sees U.S. core PCE halving by end of 2022</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\">\nGoldman Sachs sees U.S. core PCE halving by end of 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 22:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/goldman-sachs-sees-us-core-pce-halving-by-end-2022-2021-11-15/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs has forecast growth in the U.S. core personal consumption expenditures (PCE) index to nearly halve by the end of 2022, as the U.S. bank expects a surge in commodity prices and supply-...</p>\n\n<a href=\"https://www.reuters.com/business/goldman-sachs-sees-us-core-pce-halving-by-end-2022-2021-11-15/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://www.reuters.com/business/goldman-sachs-sees-us-core-pce-halving-by-end-2022-2021-11-15/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180077435","content_text":"Goldman Sachs has forecast growth in the U.S. core personal consumption expenditures (PCE) index to nearly halve by the end of 2022, as the U.S. bank expects a surge in commodity prices and supply-chain constraints to ease after causing near-term price spikes.\nEconomists at Goldman Sachs expect the core PCE index - the Federal Reserve's preferred inflation measure - to fall to 2.3% by end of next year from 4.4% at the close of 2021, as demand for goods should moderate with the peak stay-at-home and stimulus effects fading.\nWhile current inflation overshoot has been \"startling\", they attribute it entirely to a surge in durable goods prices, driven by severe and persistent supply and demand imbalances.\n\"The current inflation surge will get worse this winter before it gets better,\" Goldman's chief economist Jan Hatzius said in a note.\n\"We do expect persistent inflationary pressure from faster growth of wages and rents, but only enough to keep inflation moderately above 2%, in line with the Fed's goal under its new framework.\"\nThe PCE index, excluding the volatile food and energy component, climbed 0.2% in September, following a 0.3% rise in August. In the 12 months through September, the so-called core PCE price index increased 3.6% for a fourth straight month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603383644,"gmtCreate":1638366258816,"gmtModify":1638366259008,"author":{"id":"3569280074566215","authorId":"3569280074566215","name":"JJSIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thx 4 sharing","listText":"Thx 4 sharing","text":"Thx 4 sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603383644","repostId":"2188550269","repostType":4,"repost":{"id":"2188550269","pubTimestamp":1638365368,"share":"https://www.laohu8.com/m/news/2188550269?lang=&edition=full","pubTime":"2021-12-01 21:29","market":"us","language":"en","title":"The liquidity wave carrying stocks will continue even after the Powell Pivot, this analyst argues. Here's why.","url":"https://stock-news.laohu8.com/highlight/detail?id=2188550269","media":"MarketWatch","summary":"That was a quite one-two punch that caused a 652-point nosedive in the Dow Jones Industrial Average ","content":"<p>That was a quite one-two punch that caused a 652-point nosedive in the Dow Jones Industrial Average&nbsp;on Tuesday.</p>\n<p>First there was Moderna's&nbsp;chief executive saying the omicron variant of coronavirus might really put up a tough fight versus its COVID-19 vaccine. Then Federal Reserve Chair Jerome Powell stunned markets -- and the traders who read his dovish-sounding opening remarks the night before -- with what has been described as a hawkish pivot, as he threw the word 'transitory' to the dustbin of history, said the central bank is likely to accelerate the pace of tapering and cast the new variant as an inflationary risk.</p>\n<p>\"The takeaway is simple: the Fed has changed their tune very significantly, and realized that in the last month there was plenty of evidence that they were far behind the inflation curve. The shift in view then has some conviction behind it. It would be no surprise to see the markets quickly price in at least three 25bp hikes for 2022 (instead of the two we currently have), if the main downside risks as related to omicron are ruled out,\" said Alan Ruskin, macro strategist at Deutsche Bank.</p>\n<p>Thomas Kee Jr., the president and chief executive of Stock Traders Daily, agreed that Powell made a pivot, and suggested the pace of tapering may double to $30 billion a month. But he said the driving force behind equity infusions is the European Central Bank, not the Fed.</p>\n<p>The ECB is also battling inflation -- prices in November surged by the fastest in 30 years -- but central bank officials there are wary of repeating the mistake of premature tightening. The ECB has to decide whether to let the EUR68 billion ($77 billion) a month Pandemic Emergency Purchase Programme expire as planned in March and whether to increase the Asset Purchase Programme as it offers its first staff inflation forecast for 2024.</p>\n<p>\"Ultimately, the ECB is the wild card, and the decision of the ECB comes in just two weeks,\" said Kee. Liquidity will remain robust, and that will keep the \"bid in equities that exists now going.\" The free money, he said, hasn't dried up yet.</p>","source":"lsy1603348471595","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>The liquidity wave carrying stocks will continue even after the Powell Pivot, this analyst argues. Here's why.</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\">\nThe liquidity wave carrying stocks will continue even after the Powell Pivot, this analyst argues. Here's why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-liquidity-wave-carrying-stocks-will-continue-even-after-the-powell-pivot-this-analyst-argues-heres-why-11638359484?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>That was a quite one-two punch that caused a 652-point nosedive in the Dow Jones Industrial Average on Tuesday.\nFirst there was Moderna's chief executive saying the omicron variant of coronavirus ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-liquidity-wave-carrying-stocks-will-continue-even-after-the-powell-pivot-this-analyst-argues-heres-why-11638359484?mod=home-page\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/the-liquidity-wave-carrying-stocks-will-continue-even-after-the-powell-pivot-this-analyst-argues-heres-why-11638359484?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188550269","content_text":"That was a quite one-two punch that caused a 652-point nosedive in the Dow Jones Industrial Average on Tuesday.\nFirst there was Moderna's chief executive saying the omicron variant of coronavirus might really put up a tough fight versus its COVID-19 vaccine. Then Federal Reserve Chair Jerome Powell stunned markets -- and the traders who read his dovish-sounding opening remarks the night before -- with what has been described as a hawkish pivot, as he threw the word 'transitory' to the dustbin of history, said the central bank is likely to accelerate the pace of tapering and cast the new variant as an inflationary risk.\n\"The takeaway is simple: the Fed has changed their tune very significantly, and realized that in the last month there was plenty of evidence that they were far behind the inflation curve. The shift in view then has some conviction behind it. It would be no surprise to see the markets quickly price in at least three 25bp hikes for 2022 (instead of the two we currently have), if the main downside risks as related to omicron are ruled out,\" said Alan Ruskin, macro strategist at Deutsche Bank.\nThomas Kee Jr., the president and chief executive of Stock Traders Daily, agreed that Powell made a pivot, and suggested the pace of tapering may double to $30 billion a month. But he said the driving force behind equity infusions is the European Central Bank, not the Fed.\nThe ECB is also battling inflation -- prices in November surged by the fastest in 30 years -- but central bank officials there are wary of repeating the mistake of premature tightening. The ECB has to decide whether to let the EUR68 billion ($77 billion) a month Pandemic Emergency Purchase Programme expire as planned in March and whether to increase the Asset Purchase Programme as it offers its first staff inflation forecast for 2024.\n\"Ultimately, the ECB is the wild card, and the decision of the ECB comes in just two weeks,\" said Kee. Liquidity will remain robust, and that will keep the \"bid in equities that exists now going.\" The free money, he said, hasn't dried up yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857128063,"gmtCreate":1635514935198,"gmtModify":1635514935365,"author":{"id":"3569280074566215","authorId":"3569280074566215","name":"JJSIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSIT\">$GSI Technology(GSIT)$</a>anyone holding with me? Plan to sell @ $7","listText":"<a href=\"https://laohu8.com/S/GSIT\">$GSI Technology(GSIT)$</a>anyone holding with me? Plan to sell @ $7","text":"$GSI Technology(GSIT)$anyone holding with me? Plan to sell @ $7","images":[{"img":"https://static.tigerbbs.com/69234b948f40b6541cae0011bf12197b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857128063","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}