If Inflation Is Coming, These Stocks Will Benefit the Most_老虎社区_美港股上老虎

If Inflation Is Coming, These Stocks Will Benefit the Most

Barrons2021-02-23

Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher inflation. Inflation expectations have risen robustly in the past several months. According to data...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

sstrings
·2021-02-23
Smaller capitalization value stocks aren't trading at those exorbitant valuations and might be a better way to play the inflation trade.
回复
点赞
举报
雕楼玉砌
·2021-02-23
不是如果通胀来临，而是通货膨胀已经来临了
回复
点赞
举报
Bobthebuild
·2021-02-23
Interesting
回复
点赞
举报
收起
- Nickeando:
  Y
  2021-02-23
  回复
  举报
AlvinTing
·2021-02-23
Reply to my comment pls
回复
3
举报
收起
- PYCHUA:
  replied as per requested
  2021-02-23
  回复
  举报
- Nickeando:
  Replied
  2021-02-23
  回复
  举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1105400565?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-02-23 11:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1105400565","market":"us","top_or_hot":-1,"title":"If Inflation Is Coming, These Stocks Will Benefit the Most","media":"Barrons","content":"<div>\n<p>Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher inflation.\nInflation expectations have risen robustly in the past several months. According to data...</p>\n\n<a href=\"https://www.barrons.com/articles/if-inflation-is-coming-these-stocks-will-benefit-the-most-51613997007?siteid=yhoof2\">网页链接</a>\n\n</div>\n","source":"lsy1601382232898","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>If Inflation Is Coming, These Stocks Will Benefit the Most</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\">\nIf Inflation Is Coming, These Stocks Will Benefit the Most\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 11:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/if-inflation-is-coming-these-stocks-will-benefit-the-most-51613997007?siteid=yhoof2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher inflation.\nInflation expectations have risen robustly in the past several months. According to data...</p>\n\n<a href=\"https://www.barrons.com/articles/if-inflation-is-coming-these-stocks-will-benefit-the-most-51613997007?siteid=yhoof2\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".SPX","symbol_name":"S&P 500 Index","start_time":0,"source_url":"https://www.barrons.com/articles/if-inflation-is-coming-these-stocks-will-benefit-the-most-51613997007?siteid=yhoof2","article_id":"1105400565","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1105400565","pubTimestamp":1614050319,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".SPX":"S&P 500 Index","RTX":"雷神技术公司","XLI":"工业指数ETF-SPDR","LMT":"洛克希德马丁","KBE":"银行指数ETF-SPDR KBW",".DJI":"道琼斯","BA":"波音","XLE":"SPDR能源指数ETF",".IXIC":"NASDAQ Composite","MMM":"3M"},"translate_title":"如果通货膨胀来临，这些股票将受益最大","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"BA":0.9,"KBE":0.9,"LMT":0.9,"MMM":0.9,"RTX":0.9,"XLE":0.9,"XLI":0.9},"content_text":"Investors have been eyeing the threat of rising inflation.Fortunately, there’s a playbook for higher inflation.\nInflation expectations have risen robustly in the past several months. According to data from the St. Louis Federal Reserve, investors currently expect inflation to run at above 2% for the next 10 years. With inflation expectations up, the 10-year Treasury yield has risen to 1.37% from 0.67% since Sept. 23, the beginning of a rally in riskier assets that benefit from a strengthening economy.Expectations for trillions of dollars of fiscal stimulusand further economic reopening spurredby the vaccine rolloutare driving the market movements.\nThe higher inflation forecast is causing some anxiety for stock investors, though.Momentary spikes in long-term Treasury yields pressure equity valuations A higher risk-free rate of return makes stocks less attractive. But inflation often reflects strong economic demand, which provides a major boost to near-term earnings.\nIf the economy begins a fresh expansion, these dynamics favor cyclical and more economically-sensitive stocks. Financials, energy and industrial sectors would benefit the most. For banks, loans are more profitable when long-term rates are higher. Demand for oil and other energy sources increases during expansionary times because manufacturers and consumers consumer more during these times. Industrials typically increase production to supply projects tied to business and consumer spending during times of expansion.\nAccording to data from Evercore strategists, the financial sector sees the highest degree of outperformance against the S&P 500 when long-term yields rise. The energy sector is the second-best performer and industrials are the third-best. The sectors least correlated with higher interest rates are defensive ones, or those which have revenues and earnings that are less influenced by economic demand. Utilities and consumer staples, for example, don’t perform as well during inflationary times.\nIndeed, the SPDR S&P Bank ETF(ticker: KBE) is up 71% since Sept. 23, trouncing the S&P 500’s 21% gain. Mid-September marks the beginning of a fresh rally in riskier assets like stocks and move higher in inflation expectation. The Energy Select Sector SPDR ETF(XLE) is up 53% since then, with the Industrial Select Sector SPDR ETF(XLI) exhibiting a move in-line with the broader index. Four of the top 10 holdings in the industrials fund—Honeywell(HON),Raytheon Technologies(RTX),Lockheed Martin(LMT) and 3M(MMM)—have heavy exposure to the rather defensive areas of aerospace and defense and medical products, which may weigh on the fund’s performance. But the highly cyclical industrial stock Boeing(BA), for example, has beaten the S&P 500 by nearly twice as much since mid-September.\nAnalysts expect stocks in all of these sectors to see continued earnings momentum through 2022. But industrials and energy stocks trade at substantial valuation premiums to the S&P 500, according to FactSet data.Smaller capitalization value stocks aren’t trading at those exorbitant valuations and might be a better way to play the inflation trade.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":369538295,"gmtCreate":1614056405917,"gmtModify":1634551363277,"author":{"id":"3574987678325918","authorId":"3574987678325918","name":"sstrings","avatar":"https://static.tigerbbs.com/6acf49a449cae71bafd3be75393bce04","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3574987678325918","idStr":"3574987678325918"},"htmlText":"Smaller capitalization value stocks aren't trading at those exorbitant valuations and might be a better way to play the inflation trade.","listText":"Smaller capitalization value stocks aren't trading at those exorbitant valuations and might be a better way to play the inflation trade.","text":"Smaller capitalization value stocks aren't trading at those exorbitant valuations and might be a better way to play the inflation trade.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369538295","repostId":1105400565,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":369530620,"gmtCreate":1614056068960,"gmtModify":1614056068960,"author":{"id":"217525843307394","authorId":"217525843307394","name":"雕楼玉砌","avatar":"https://static.tigerbbs.com/967ce50094d4353fcf354b95214ac6db","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"217525843307394","idStr":"217525843307394"},"htmlText":"不是如果通胀来临，而是通货膨胀已经来临了","listText":"不是如果通胀来临，而是通货膨胀已经来临了","text":"不是如果通胀来临，而是通货膨胀已经来临了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369530620","repostId":1105400565,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":369277684,"gmtCreate":1614054030948,"gmtModify":1634551378453,"author":{"id":"3576052661337683","authorId":"3576052661337683","name":"Bobthebuild","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576052661337683","idStr":"3576052661337683"},"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369277684","repostId":1105400565,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3637726,"gmtCreate":1614054175349,"gmtModify":1635762021097,"authorId":3574931340480508,"author":{"id":3574931340480508,"idStr":"3574931340480508","authorId":3574931340480508,"name":"Nickeando","avatar":"https://static.tigerbbs.com/949cb99f55161bbf42890e5fd6aefb02","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369277684,"type":1,"supId":0,"prevId":0,"content":"Y","text":"Y","html":"Y"}],"langContent":"EN"},{"id":369256026,"gmtCreate":1614050815465,"gmtModify":1634551390130,"author":{"id":"3573353671865836","authorId":"3573353671865836","name":"AlvinTing","avatar":"https://static.tigerbbs.com/ed0f901d5fc162b9425bee2ba85b397f","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3573353671865836","idStr":"3573353671865836"},"htmlText":"Reply to my&nbsp;comment pls&nbsp;","listText":"Reply to my&nbsp;comment pls&nbsp;","text":"Reply to my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/369256026","repostId":1105400565,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3637394,"gmtCreate":1614050877060,"gmtModify":1635762031055,"authorId":3576900825805492,"author":{"id":3576900825805492,"idStr":"3576900825805492","authorId":3576900825805492,"name":"PYCHUA","avatar":"https://static.tigerbbs.com/7984deb1539a8169f76cb68052224a36","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369256026,"type":1,"supId":0,"prevId":0,"content":"replied as per <u>requested</u>","text":"replied as per <u>requested</u>","html":"replied as per <u>requested</u>"},{"id":3637729,"gmtCreate":1614054182167,"gmtModify":1635762020986,"authorId":3574931340480508,"author":{"id":3574931340480508,"idStr":"3574931340480508","authorId":3574931340480508,"name":"Nickeando","avatar":"https://static.tigerbbs.com/949cb99f55161bbf42890e5fd6aefb02","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":369256026,"type":1,"supId":0,"prevId":0,"content":"Replied","text":"Replied","html":"Replied"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":25,"commentSize":4,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false}}