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5ky
2021-02-24
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Can the bull market in stocks survive rising inflation, bond yields? Here’s what history says
5ky
2021-02-23
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Apple Stock This Week: Losing Steam
5ky
2021-02-13
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抱歉，原内容已删除
5ky
2021-02-13
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抱歉，原内容已删除
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Here’s what history says","url":"https://stock-news.laohu8.com/highlight/detail?id=1107213324","media":"MarketWatch","summary":"Tech, consumer discretionary and cyclical sectors historically outperform: Raymond JamesRising Treas","content":"<p>Tech, consumer discretionary and cyclical sectors historically outperform: Raymond James</p><p>Rising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related stocks. But history shows that when yields are rising “for the right reasons,” tech shares and cyclically sensitive stocks tend to thrive, according to Raymond James.</p><p>The right reasons are “improving economic growth and a ‘healthy’ rise in inflation,” said Larry Adam, chief investment officer for the private client group at Raymond James, in a weekend note. And those reasons have driven the yield on the 10-year Treasury note to just shy of 1.4%, or about their highest in a year. Yields also are coming off their largest weekly rise in six weeks.</p><p>Adam highlighted the chart below, which breaks down the average annualized performance of each of the S&P 500’s 11 sectors and the percentage of time each sector outperforms the S&P 500 in a rising rate environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79c934a97bed5bf56c97af1767cd874e\" tg-width=\"1260\" tg-height=\"564\" referrerpolicy=\"no-referrer\"><span>RAYMOND JAMES</span></p><p>“Since 1990, during rising rate environments, the more cyclical sectors have outperformed,” Adam noted. “The average annualized outperformance relative to the S&P 500 and the percentage of time it outperforms the S&P 500 is largest for the tech, consumer discretionary and industrials sectors — three of our preferred sectors,” while higher dividend-yielding sectors like utilities, real estate and consumer staples tend to underperform.</p><p>Stocks wereputting in a mixed performanceon Monday, with the Nasdaq-100,down 2.6%, and the Nasdaq Composite,down 2.5%, suffering the steepest declines. Both are tilted toward large-cap, tech-oriented stocks.</p><p>The Dow Jones Industrial Average was positive, while the S&P 500 was off 0.8%.</p><p>The rise in yields is being blamed in large part on expectations for a potential surge in inflation thanks to ramped up government spending and ultraloose monetary policy. Fears that the Federal Reserve could move to begin withdrawing some liquidity sooner than anticipated is seen helping to unsettle stocks, analysts said.</p><p>But Adam argued that inflation not only is unlikely to “short circuit” the rally, it may be a welcome development for stock-market bulls.</p><p>“When analyzing how the S&P 500 performed under varying levels of core inflation, equities performed above-average in an environment where core inflation was between 1-4%,” he wrote.</p><p>Inflation at those levels is generally considered healthy when it coincides with improving economic activity, Adam said. The reason is because companies have pricing power, allowing them to lift prices, while also reaping the benefits from productivity gains, which helps to boost earnings growth.</p><p>Raymond James expects core inflation to be around 2%. Adam said that when core inflation runs between 1% and 3%, the average performance relative to the S&P 500 on a year-over-year basis has been strongest for the technology (+6.8%), healthcare (+2.3%) and consumer discretionary sectors (+2%).</p>","source":"market_watch","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>Can the bull market in stocks survive rising inflation, bond yields? Here’s what history says</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\">\nCan the bull market in stocks survive rising inflation, bond yields? Here’s what history says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 18:35 GMT+8 <a href=https://www.marketwatch.com/story/rising-bond-yields-mean-these-stock-market-sectors-have-the-most-to-gain-or-lose-11614014529?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech, consumer discretionary and cyclical sectors historically outperform: Raymond JamesRising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related ...</p>\n\n<a href=\"https://www.marketwatch.com/story/rising-bond-yields-mean-these-stock-market-sectors-have-the-most-to-gain-or-lose-11614014529?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","NDX":"纳斯达克100指数"},"source_url":"https://www.marketwatch.com/story/rising-bond-yields-mean-these-stock-market-sectors-have-the-most-to-gain-or-lose-11614014529?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107213324","content_text":"Tech, consumer discretionary and cyclical sectors historically outperform: Raymond JamesRising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related stocks. But history shows that when yields are rising “for the right reasons,” tech shares and cyclically sensitive stocks tend to thrive, according to Raymond James.The right reasons are “improving economic growth and a ‘healthy’ rise in inflation,” said Larry Adam, chief investment officer for the private client group at Raymond James, in a weekend note. And those reasons have driven the yield on the 10-year Treasury note to just shy of 1.4%, or about their highest in a year. Yields also are coming off their largest weekly rise in six weeks.Adam highlighted the chart below, which breaks down the average annualized performance of each of the S&P 500’s 11 sectors and the percentage of time each sector outperforms the S&P 500 in a rising rate environment.RAYMOND JAMES“Since 1990, during rising rate environments, the more cyclical sectors have outperformed,” Adam noted. “The average annualized outperformance relative to the S&P 500 and the percentage of time it outperforms the S&P 500 is largest for the tech, consumer discretionary and industrials sectors — three of our preferred sectors,” while higher dividend-yielding sectors like utilities, real estate and consumer staples tend to underperform.Stocks wereputting in a mixed performanceon Monday, with the Nasdaq-100,down 2.6%, and the Nasdaq Composite,down 2.5%, suffering the steepest declines. Both are tilted toward large-cap, tech-oriented stocks.The Dow Jones Industrial Average was positive, while the S&P 500 was off 0.8%.The rise in yields is being blamed in large part on expectations for a potential surge in inflation thanks to ramped up government spending and ultraloose monetary policy. Fears that the Federal Reserve could move to begin withdrawing some liquidity sooner than anticipated is seen helping to unsettle stocks, analysts said.But Adam argued that inflation not only is unlikely to “short circuit” the rally, it may be a welcome development for stock-market bulls.“When analyzing how the S&P 500 performed under varying levels of core inflation, equities performed above-average in an environment where core inflation was between 1-4%,” he wrote.Inflation at those levels is generally considered healthy when it coincides with improving economic activity, Adam said. The reason is because companies have pricing power, allowing them to lift prices, while also reaping the benefits from productivity gains, which helps to boost earnings growth.Raymond James expects core inflation to be around 2%. Adam said that when core inflation runs between 1% and 3%, the average performance relative to the S&P 500 on a year-over-year basis has been strongest for the technology (+6.8%), healthcare (+2.3%) and consumer discretionary sectors (+2%).","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369537148,"gmtCreate":1614057113684,"gmtModify":1634551360798,"author":{"id":"3573292049765150","authorId":"3573292049765150","name":"5ky","avatar":"https://static.tigerbbs.com/cbd3b628fb666b875e3f23ece4acfd5d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573292049765150","authorIdStr":"3573292049765150"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369537148","repostId":"1145339995","repostType":4,"repost":{"id":"1145339995","pubTimestamp":1614048887,"share":"https://www.laohu8.com/m/news/1145339995?lang=&edition=full","pubTime":"2021-02-23 10:54","market":"us","language":"en","title":"Apple Stock This Week: Losing Steam","url":"https://stock-news.laohu8.com/highlight/detail?id=1145339995","media":"TheStreet","summary":"Apple stock has been quietly underperforming its key benchmarks in 2021. The problem does not seem t","content":"<p>Apple stock has been quietly underperforming its key benchmarks in 2021. The problem does not seem to be with business fundamentals, but with market sentiment instead.</p>\n<p>Quietly, Apple continues to underperform in 2021.</p>\n<p>Over the past four trading days (last Monday was President’s Day and the stock market was closed), shares of the Cupertino company declined about 4%. None of the main peer groups, including the consumer discretionary and tech sectors, performed this poorly.</p>\n<p>See chart below – Apple is the blue line.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33a1b3fafec7dc8155390e2d4094da04\" tg-width=\"1240\" tg-height=\"649\"><span>Stock Rover</span></p>\n<p>The full-year picture has not looked much more promising, at least so far. Apple shares rallied ahead of its fiscal first quarter earnings day, which was covered in detailed by the Apple Maven a few weeks ago. Towards the end of January, Apple had gained more than its key benchmarks year-to-date. See graph below.</p>\n<p>However,the “sell the news” pullback that I warned about on January 28 took place. From last month’s peak, Apple has already dipped 9%. Shares are on the verge of entering correction territory once again.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbf13d3b9fd7cebae67624cd78f9f09\" tg-width=\"1240\" tg-height=\"630\"><span>Stock Rover</span></p>\n<p><b>Not about the fundamentals</b></p>\n<p>I find it hard to believe that any of the recent weakness in Apple stock has anything to do with fundamentals.Think of the company’s earnings results, for example.</p>\n<p>The iPhone staged an impressive comeback, with revenues climbing 17% during the holiday period after a disappointing fiscal fourth quarter. China also showed signs of life at last, as sales increased a whopping 57% in the region. Margins expanded on the back of gains of scale and a more favorable product mix. The company’s balance sheet is flush with cash.</p>\n<p>What’s not to like about Apple’s business?</p>\n<p><b>A sentiment problem</b></p>\n<p>The problem with Apple shares so far this year, in my view, are two.</p>\n<p>First, the stock seems to have caught too strong of a tailwind in the past couple of months:once from the Apple Car buzz, in late December, and again as investors anticipated a blowout holiday quarter in 2020. Therefore, it was reasonable to see shares adjust to what may be a more reasonable price below the $130 mark.</p>\n<p>Second, 2021 has been a year to bet on recovery stocks, not high-quality growth names like Apple. Notice below how small cap and high-beta stocks (tickers IWM and SPHB) have lavishly outperformed the high-quality ETF and the Nasdaq (tickers QUAL and QQQ) so far this year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdbaae21b1a60bfe8ced185756760c51\" tg-width=\"1240\" tg-height=\"647\"><span>Stock Rover</span></p>\n<p><b>The Buffett effect</b></p>\n<p>The most recent event that helped to push Apple shares lower was Berkshire Hathaway’s disclosure of its portfolio holdings, as of the end of 2020. Warren Buffett’s company sold about $7.4 billion worth of Apple shares in the last quarter.</p>\n<p>As I explained, the move seemed to be a position trim rather than a bearish statement. I do not believe that investors should be concerned about Apple losing the Buffett seal of approval, especially considering the still massive 43% allocation of Berkshire’s portfolio to the Cupertino company.</p>\n<p>Yet, the market is the market, and it chose to punish Apple stock even further, following the release of Berkshire’s most recent 13-F filing.</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>Apple Stock This Week: Losing Steam</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\">\nApple Stock This Week: Losing Steam\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 10:54 GMT+8 <a href=https://www.thestreet.com/apple/news/apple-stock-this-week-losing-steam><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock has been quietly underperforming its key benchmarks in 2021. The problem does not seem to be with business fundamentals, but with market sentiment instead.\nQuietly, Apple continues to ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/apple-stock-this-week-losing-steam\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-this-week-losing-steam","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145339995","content_text":"Apple stock has been quietly underperforming its key benchmarks in 2021. The problem does not seem to be with business fundamentals, but with market sentiment instead.\nQuietly, Apple continues to underperform in 2021.\nOver the past four trading days (last Monday was President’s Day and the stock market was closed), shares of the Cupertino company declined about 4%. None of the main peer groups, including the consumer discretionary and tech sectors, performed this poorly.\nSee chart below – Apple is the blue line.\nStock Rover\nThe full-year picture has not looked much more promising, at least so far. Apple shares rallied ahead of its fiscal first quarter earnings day, which was covered in detailed by the Apple Maven a few weeks ago. Towards the end of January, Apple had gained more than its key benchmarks year-to-date. See graph below.\nHowever,the “sell the news” pullback that I warned about on January 28 took place. From last month’s peak, Apple has already dipped 9%. Shares are on the verge of entering correction territory once again.\nStock Rover\nNot about the fundamentals\nI find it hard to believe that any of the recent weakness in Apple stock has anything to do with fundamentals.Think of the company’s earnings results, for example.\nThe iPhone staged an impressive comeback, with revenues climbing 17% during the holiday period after a disappointing fiscal fourth quarter. China also showed signs of life at last, as sales increased a whopping 57% in the region. Margins expanded on the back of gains of scale and a more favorable product mix. The company’s balance sheet is flush with cash.\nWhat’s not to like about Apple’s business?\nA sentiment problem\nThe problem with Apple shares so far this year, in my view, are two.\nFirst, the stock seems to have caught too strong of a tailwind in the past couple of months:once from the Apple Car buzz, in late December, and again as investors anticipated a blowout holiday quarter in 2020. Therefore, it was reasonable to see shares adjust to what may be a more reasonable price below the $130 mark.\nSecond, 2021 has been a year to bet on recovery stocks, not high-quality growth names like Apple. Notice below how small cap and high-beta stocks (tickers IWM and SPHB) have lavishly outperformed the high-quality ETF and the Nasdaq (tickers QUAL and QQQ) so far this year.\nStock Rover\nThe Buffett effect\nThe most recent event that helped to push Apple shares lower was Berkshire Hathaway’s disclosure of its portfolio holdings, as of the end of 2020. Warren Buffett’s company sold about $7.4 billion worth of Apple shares in the last quarter.\nAs I explained, the move seemed to be a position trim rather than a bearish statement. I do not believe that investors should be concerned about Apple losing the Buffett seal of approval, especially considering the still massive 43% allocation of Berkshire’s portfolio to the Cupertino company.\nYet, the market is the market, and it chose to punish Apple stock even further, following the release of Berkshire’s most recent 13-F filing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386261643,"gmtCreate":1613185803282,"gmtModify":1634554214863,"author":{"id":"3573292049765150","authorId":"3573292049765150","name":"5ky","avatar":"https://static.tigerbbs.com/cbd3b628fb666b875e3f23ece4acfd5d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573292049765150","authorIdStr":"3573292049765150"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386261643","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386261169,"gmtCreate":1613185756251,"gmtModify":1634554215106,"author":{"id":"3573292049765150","authorId":"3573292049765150","name":"5ky","avatar":"https://static.tigerbbs.com/cbd3b628fb666b875e3f23ece4acfd5d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573292049765150","authorIdStr":"3573292049765150"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386261169","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":363110468,"gmtCreate":1614100417154,"gmtModify":1634551162098,"author":{"id":"3573292049765150","authorId":"3573292049765150","name":"5ky","avatar":"https://static.tigerbbs.com/cbd3b628fb666b875e3f23ece4acfd5d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573292049765150","authorIdStr":"3573292049765150"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363110468","repostId":"1107213324","repostType":4,"repost":{"id":"1107213324","pubTimestamp":1614076514,"share":"https://www.laohu8.com/m/news/1107213324?lang=&edition=full","pubTime":"2021-02-23 18:35","market":"us","language":"en","title":"Can the bull market in stocks survive rising inflation, bond yields? Here’s what history says","url":"https://stock-news.laohu8.com/highlight/detail?id=1107213324","media":"MarketWatch","summary":"Tech, consumer discretionary and cyclical sectors historically outperform: Raymond JamesRising Treas","content":"<p>Tech, consumer discretionary and cyclical sectors historically outperform: Raymond James</p><p>Rising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related stocks. But history shows that when yields are rising “for the right reasons,” tech shares and cyclically sensitive stocks tend to thrive, according to Raymond James.</p><p>The right reasons are “improving economic growth and a ‘healthy’ rise in inflation,” said Larry Adam, chief investment officer for the private client group at Raymond James, in a weekend note. And those reasons have driven the yield on the 10-year Treasury note to just shy of 1.4%, or about their highest in a year. Yields also are coming off their largest weekly rise in six weeks.</p><p>Adam highlighted the chart below, which breaks down the average annualized performance of each of the S&P 500’s 11 sectors and the percentage of time each sector outperforms the S&P 500 in a rising rate environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79c934a97bed5bf56c97af1767cd874e\" tg-width=\"1260\" tg-height=\"564\" referrerpolicy=\"no-referrer\"><span>RAYMOND JAMES</span></p><p>“Since 1990, during rising rate environments, the more cyclical sectors have outperformed,” Adam noted. “The average annualized outperformance relative to the S&P 500 and the percentage of time it outperforms the S&P 500 is largest for the tech, consumer discretionary and industrials sectors — three of our preferred sectors,” while higher dividend-yielding sectors like utilities, real estate and consumer staples tend to underperform.</p><p>Stocks wereputting in a mixed performanceon Monday, with the Nasdaq-100,down 2.6%, and the Nasdaq Composite,down 2.5%, suffering the steepest declines. Both are tilted toward large-cap, tech-oriented stocks.</p><p>The Dow Jones Industrial Average was positive, while the S&P 500 was off 0.8%.</p><p>The rise in yields is being blamed in large part on expectations for a potential surge in inflation thanks to ramped up government spending and ultraloose monetary policy. Fears that the Federal Reserve could move to begin withdrawing some liquidity sooner than anticipated is seen helping to unsettle stocks, analysts said.</p><p>But Adam argued that inflation not only is unlikely to “short circuit” the rally, it may be a welcome development for stock-market bulls.</p><p>“When analyzing how the S&P 500 performed under varying levels of core inflation, equities performed above-average in an environment where core inflation was between 1-4%,” he wrote.</p><p>Inflation at those levels is generally considered healthy when it coincides with improving economic activity, Adam said. The reason is because companies have pricing power, allowing them to lift prices, while also reaping the benefits from productivity gains, which helps to boost earnings growth.</p><p>Raymond James expects core inflation to be around 2%. Adam said that when core inflation runs between 1% and 3%, the average performance relative to the S&P 500 on a year-over-year basis has been strongest for the technology (+6.8%), healthcare (+2.3%) and consumer discretionary sectors (+2%).</p>","source":"market_watch","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>Can the bull market in stocks survive rising inflation, bond yields? Here’s what history says</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\">\nCan the bull market in stocks survive rising inflation, bond yields? Here’s what history says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 18:35 GMT+8 <a href=https://www.marketwatch.com/story/rising-bond-yields-mean-these-stock-market-sectors-have-the-most-to-gain-or-lose-11614014529?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech, consumer discretionary and cyclical sectors historically outperform: Raymond JamesRising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related ...</p>\n\n<a href=\"https://www.marketwatch.com/story/rising-bond-yields-mean-these-stock-market-sectors-have-the-most-to-gain-or-lose-11614014529?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","NDX":"纳斯达克100指数"},"source_url":"https://www.marketwatch.com/story/rising-bond-yields-mean-these-stock-market-sectors-have-the-most-to-gain-or-lose-11614014529?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1107213324","content_text":"Tech, consumer discretionary and cyclical sectors historically outperform: Raymond JamesRising Treasury yields are sending shivers through the stock market, particularly for highflying tech-related stocks. But history shows that when yields are rising “for the right reasons,” tech shares and cyclically sensitive stocks tend to thrive, according to Raymond James.The right reasons are “improving economic growth and a ‘healthy’ rise in inflation,” said Larry Adam, chief investment officer for the private client group at Raymond James, in a weekend note. And those reasons have driven the yield on the 10-year Treasury note to just shy of 1.4%, or about their highest in a year. Yields also are coming off their largest weekly rise in six weeks.Adam highlighted the chart below, which breaks down the average annualized performance of each of the S&P 500’s 11 sectors and the percentage of time each sector outperforms the S&P 500 in a rising rate environment.RAYMOND JAMES“Since 1990, during rising rate environments, the more cyclical sectors have outperformed,” Adam noted. “The average annualized outperformance relative to the S&P 500 and the percentage of time it outperforms the S&P 500 is largest for the tech, consumer discretionary and industrials sectors — three of our preferred sectors,” while higher dividend-yielding sectors like utilities, real estate and consumer staples tend to underperform.Stocks wereputting in a mixed performanceon Monday, with the Nasdaq-100,down 2.6%, and the Nasdaq Composite,down 2.5%, suffering the steepest declines. Both are tilted toward large-cap, tech-oriented stocks.The Dow Jones Industrial Average was positive, while the S&P 500 was off 0.8%.The rise in yields is being blamed in large part on expectations for a potential surge in inflation thanks to ramped up government spending and ultraloose monetary policy. Fears that the Federal Reserve could move to begin withdrawing some liquidity sooner than anticipated is seen helping to unsettle stocks, analysts said.But Adam argued that inflation not only is unlikely to “short circuit” the rally, it may be a welcome development for stock-market bulls.“When analyzing how the S&P 500 performed under varying levels of core inflation, equities performed above-average in an environment where core inflation was between 1-4%,” he wrote.Inflation at those levels is generally considered healthy when it coincides with improving economic activity, Adam said. The reason is because companies have pricing power, allowing them to lift prices, while also reaping the benefits from productivity gains, which helps to boost earnings growth.Raymond James expects core inflation to be around 2%. Adam said that when core inflation runs between 1% and 3%, the average performance relative to the S&P 500 on a year-over-year basis has been strongest for the technology (+6.8%), healthcare (+2.3%) and consumer discretionary sectors (+2%).","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386261643,"gmtCreate":1613185803282,"gmtModify":1634554214863,"author":{"id":"3573292049765150","authorId":"3573292049765150","name":"5ky","avatar":"https://static.tigerbbs.com/cbd3b628fb666b875e3f23ece4acfd5d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573292049765150","authorIdStr":"3573292049765150"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386261643","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369537148,"gmtCreate":1614057113684,"gmtModify":1634551360798,"author":{"id":"3573292049765150","authorId":"3573292049765150","name":"5ky","avatar":"https://static.tigerbbs.com/cbd3b628fb666b875e3f23ece4acfd5d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573292049765150","authorIdStr":"3573292049765150"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369537148","repostId":"1145339995","repostType":4,"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386261169,"gmtCreate":1613185756251,"gmtModify":1634554215106,"author":{"id":"3573292049765150","authorId":"3573292049765150","name":"5ky","avatar":"https://static.tigerbbs.com/cbd3b628fb666b875e3f23ece4acfd5d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573292049765150","authorIdStr":"3573292049765150"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386261169","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
