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2021-03-30

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Here’s why Wall Street and investors aren’t giddy enough, says top strategist<blockquote>顶级策略师表示，这就是华尔街和投资者不够兴奋的原因</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":354055768,"tweetId":"354055768","gmtCreate":1617114102454,"gmtModify":1634522579800,"author":{"id":3575884970491860,"idStr":"3575884970491860","authorId":3575884970491860,"authorIdStr":"3575884970491860","name":"Ciyee","avatar":"https://static.tigerbbs.com/f238f1407bb4e41e6f9ae4eab6de2d56","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Bad market. Pls help to like and comment. Thanks</body></html>","htmlText":"<html><head></head><body>Bad market. Pls help to like and comment. Thanks</body></html>","text":"Bad market. Pls help to like and comment. Thanks","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/354055768","repostId":1162058288,"repostType":4,"repost":{"id":"1162058288","kind":"news","pubTimestamp":1617104066,"share":"https://www.laohu8.com/m/news/1162058288?lang=zh_CN&edition=full","pubTime":"2021-03-30 19:34","market":"us","language":"en","title":"Here’s why Wall Street and investors aren’t giddy enough, says top strategist<blockquote>顶级策略师表示，这就是华尔街和投资者不够兴奋的原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162058288","media":"marketwatch","summary":"Critical information for the U.S. trading day.While the footing has been a bit less steady for stock","content":"Critical information for the U.S. trading day.While the footing has been a bit less steady for stocks lately, March is still set to deliver solid gains for most of Wall Street, with the Dow Jones Industrial Average DJIA, +0.30% up 7% and the S&amp;P 500 SPX, -0.09% up 4%. The Nasdaq Composite COMP, -0.60% is lagging with a 1% drop as the shift toward cyclical stocks continues.<blockquote>美国交易日的关键信息。尽管最近股市的基础不太稳定，但3月份仍将为华尔街大部分地区带来稳健上涨，道琼斯工业平均指数道琼斯上涨0.30%，上涨7%，标普500 SPX上涨-0.09%%上涨4%。随着向周期性股票的转移继续，纳斯达克综合指数(-0.60%)下跌1%，落后。</blockquote>The big bull calls for this market remain scarce though, and that may be down to some disbelief, said Jim Paulsen, chief investment strategist at money management and research firm The Leuthold Group.<blockquote>资金管理和研究公司The Leuthold Group的首席投资策略师吉姆·保尔森(Jim Paulsen)表示，不过，这个市场的大牛市评级仍然很少，这可能是由于一些人的怀疑。</blockquote>“I just can’t imagine that at that point, when, in some sense in this country, when we declare victory over COVID that we’re not going to feel a whole lot more giddy than we do right now sitting in my basement.”&nbsp;— Jim Paulsen, The Leuthold Group“There’s a lot of thought that people are too giddy, there’s too much optimism, sentiment is too strong, but I just can’t help but feel it’s going to be a lot stronger,” said Paulsen, in an interview on Monday with MarketWatch.<blockquote>“我只是无法想象，在那个时候，从某种意义上说，在这个国家，当我们宣布战胜新冠病毒时，我们不会比现在坐在地下室里感到更加眩晕。”—Jim Paulsen，Leuthold Group“有很多人认为人们太头晕了，太乐观了，情绪太强烈了，但我不禁觉得情况会变得更加强烈，”保尔森在周一接受MarketWatch采访时说道。</blockquote>In our call of the day, he brushes away the naysayers, and looks ahead to the coming autumn, when almost everyone in the U.S. who wants a COVID-19 vaccine will get one, and we’ve got reopenings, re-employment and people “flush with stimulus” cash.<blockquote>在我们今天的看涨期权中，他驳斥了反对者，并展望了即将到来的秋天，届时几乎每个想要COVID-19疫苗的美国人都将接种疫苗，我们已经重新开放，重新就业，人们“充满了刺激”现金。</blockquote>“I just can’t imagine that at that point, when, in some sense in this country, when we declare victory over COVID that we’re not going to feel a whole lot more giddy than we do right now sitting in my basement,” including growth better than 8% this year, Paulsen said. “So I think that sentiment is going to run through Main Street and Wall Street.”<blockquote>“我只是无法想象，在那个时候，从某种意义上说，在这个国家，当我们宣布战胜新冠病毒时，我们不会比现在坐在地下室里感到更加眩晕，”保尔森说，包括今年的增长率超过8%。“所以我认为这种情绪将贯穿大街和华尔街。”</blockquote>Fundamentals go along with that, as he expects U.S. growth of better than 8% this year, among the strongest of the postwar era. Earnings are also expected to surge, with Wall Street forecasting a rebound for S&amp;P 500 earnings to $175 this year — Paulsen sees $200 as possible.<blockquote>基本面也是如此，因为他预计美国今年的经济增长率将超过8%，是战后时期最强劲的增长率之一。预计盈利也将飙升，华尔街预测标普500今年的盈利将反弹至175美元——保尔森认为200美元是可能的。</blockquote>“And if it does, that means we’re selling on less than 20 times earnings right now on the S&amp;P 500, and probably broader markets are even better valuation,” he said. What he thinks is happening is that sentiment just can’t keep up with the better-and-better scenario unfolding.<blockquote>他表示：“如果确实如此，这意味着我们目前在标普500的市盈率不到20倍，而更广泛的市场的估值可能会更好。”他认为正在发生的是，情绪跟不上越来越好的情况。</blockquote>“There’s not another period I can think of in postwar history where we effectively took the world economy to a Depression-era bust, and then within about a year…a postwar boom,” he said. And while rising bond yields — something to watch for Tuesday — hover over investors, Paulsen sees a “stepwise” move up to 2%.<blockquote>他说：“在战后历史上，我想不出还有哪个时期，我们有效地将世界经济带入了大萧条时期的萧条，然后在大约一年内……实现了战后繁荣。”尽管债券收益率上升（周二值得关注）困扰着投资者，但保尔森认为债券收益率将“逐步”升至2%。</blockquote>For investors, he suggests continuing to steer toward economically sensitive areas, via cyclical, small cap and international stocks. He owns technology, but is underweight as sees some underperformance ahead. “But I don’t think it’s going to crater. I think it’s going to participate in this bull.”<blockquote>对于投资者来说，他建议继续通过周期性股票、小盘股和国际股票转向经济敏感领域。他拥有技术，但跑输大盘认为未来表现不佳。“但我不认为它会陨石坑。我认为它会参与这场牛市。”</blockquote>Investors shouldn’t abandon the sector, because it has been such a domineering force throughout the globe. And down the road, he said tech companies, because they permeate so many sectors, may start to be categorized differently.<blockquote>投资者不应该放弃该行业，因为它在全球范围内一直是一股如此霸道的力量。他说，未来科技公司，因为它们渗透到如此多的行业，可能会开始被不同的分类。</blockquote><img src=\"https://static.tigerbbs.com/1c4d059b2a2272b5b365afd8aafaf2ba\" tg-width=\"1242\" tg-height=\"1096\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>What to avoid? Paulsen said he would be wary of healthcare, utilities, real-estate investment trusts, cash, bonds, gold. And yes he does see a correction likely, a big risk for this year.<blockquote>要避免什么？保尔森表示，他将对医疗保健、公用事业、房地产投资信托、现金、债券和黄金保持警惕。是的，他确实认为可能会出现调整，这是今年的一大风险。</blockquote>“I think it might come later this year but I wouldn’t be shocked, starting right now,” he said. “And that’s the biggest risk this year and I don’t think that’s a cycle ender, it certainly is painful. And I think we’re going to get one of those.”<blockquote>“我认为它可能会在今年晚些时候到来，但从现在开始，我不会感到震惊，”他说。“这是今年最大的风险，我不认为这是一个周期结束，这肯定是痛苦的。我认为我们将会遇到其中之一。”</blockquote>Yields are creeping up, Archegos lingers<blockquote>收益率攀升，Archegos徘徊不前</blockquote>Tech stocks are struggling to get a foothold in a holiday-shortened week, with futures for the Nasdaq-100 NQ00, -0.75% down. Those for the S&amp;P 500 ES00, -0.33% and Dow YM00, -0.11% are flat to higher. But the yield on the 10-year U.S. Treasury TMUBMUSD10Y, 1.762% is up to nearly 1.77%. The Case-Shiller home price index and a gauge of consumer confidence are the data ahead.<blockquote>科技股在假期缩短的一周内难以站稳脚跟，纳斯达克100 NQ00期货下跌-0.75%。标普500 ES00,-0.33%和道指YM00,-0.11%持平至走高。但10年期美国国债TMUBMUSD10Y, 1.762%的收益率升至近1.77%。凯斯席勒房价指数和消费者信心指标是未来的数据。</blockquote>Score another for cryptocurrencies. U.S. customers of online payment provider PayPal PYPL, -2.22% can now purchase items with bitcoin BTCUSD, 3.26% and other digital assets.<blockquote>再为加密货币得分。在线支付提供商PayPal PYPL,-2.22%的美国客户现在可以使用比特币BTCUSD, 3.26%和其他数字资产购买商品。</blockquote>European stocks and banks SXXP, 0.33% are getting a breather after Monday’s selloff, led by Credit Suisse CS, -11.50%. That is as Archegos Capital Management, the U.S. fund believed to be behind the forced sale of more than $20 billion in stocks, says “all plans are being discussed.” Wall Street banks were reportedly summoned by U.S. regulators to discuss the risks and fallout.<blockquote>欧洲股市和银行股SXXP, 0.33%在周一的抛售后得到喘息，其中瑞士信贷CS(-11.50%)领涨。据信是强制出售超过200亿美元股票的美国基金Archegos Capital Management表示，“所有计划都在讨论中”。据报道，华尔街银行被美国监管机构传唤讨论风险和影响。</blockquote><img src=\"https://static.tigerbbs.com/b1fe433f659d25ba084fd1f7b41b448d\" tg-width=\"1080\" tg-height=\"1514\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>The COVID-19 vaccines from drug company Pfizer PFE, +1.02% and biotech Moderna MRNA, -7.40% stopped infections and illness in 90% of fully vaccinated people. Meanwhile, Canada has suspended the shots from drug company AstraZeneca AZN, +0.34% for adults under 55.<blockquote>制药公司辉瑞PFE（+1.02%）和生物技术公司Moderna MRNA（-7.40%）的新冠肺炎疫苗阻止了90%完全接种疫苗的人的感染和疾病。与此同时，加拿大已暂停阿斯利康AZN制药公司为55岁以下成年人注射0.34%的疫苗。</blockquote>The New York City Police Department is hunting the suspect of a vicious assault on an elderly Asian-American woman.<blockquote>纽约市警察局正在追捕一名亚裔老年妇女恶性袭击案的嫌疑人。</blockquote>","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>Here’s why Wall Street and investors aren’t giddy enough, says top strategist<blockquote>顶级策略师表示，这就是华尔街和投资者不够兴奋的原因</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHere’s why Wall Street and investors aren’t giddy enough, says top strategist<blockquote>顶级策略师表示，这就是华尔街和投资者不够兴奋的原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nmarketwatch2021-03-30 19:34\n\n</h4>\n</header>\n<article>\nCritical information for the U.S. trading day.While the footing has been a bit less steady for stocks lately, March is still set to deliver solid gains for most of Wall Street, with the Dow Jones Industrial Average DJIA, +0.30% up 7% and the S&amp;P 500 SPX, -0.09% up 4%. The Nasdaq Composite COMP, -0.60% is lagging with a 1% drop as the shift toward cyclical stocks continues.<blockquote>美国交易日的关键信息。尽管最近股市的基础不太稳定，但3月份仍将为华尔街大部分地区带来稳健上涨，道琼斯工业平均指数道琼斯上涨0.30%，上涨7%，标普500 SPX上涨-0.09%%上涨4%。随着向周期性股票的转移继续，纳斯达克综合指数(-0.60%)下跌1%，落后。</blockquote>The big bull calls for this market remain scarce though, and that may be down to some disbelief, said Jim Paulsen, chief investment strategist at money management and research firm The Leuthold Group.<blockquote>资金管理和研究公司The Leuthold Group的首席投资策略师吉姆·保尔森(Jim Paulsen)表示，不过，这个市场的大牛市评级仍然很少，这可能是由于一些人的怀疑。</blockquote>“I just can’t imagine that at that point, when, in some sense in this country, when we declare victory over COVID that we’re not going to feel a whole lot more giddy than we do right now sitting in my basement.”&nbsp;— Jim Paulsen, The Leuthold Group“There’s a lot of thought that people are too giddy, there’s too much optimism, sentiment is too strong, but I just can’t help but feel it’s going to be a lot stronger,” said Paulsen, in an interview on Monday with MarketWatch.<blockquote>“我只是无法想象，在那个时候，从某种意义上说，在这个国家，当我们宣布战胜新冠病毒时，我们不会比现在坐在地下室里感到更加眩晕。”—Jim Paulsen，Leuthold Group“有很多人认为人们太头晕了，太乐观了，情绪太强烈了，但我不禁觉得情况会变得更加强烈，”保尔森在周一接受MarketWatch采访时说道。</blockquote>In our call of the day, he brushes away the naysayers, and looks ahead to the coming autumn, when almost everyone in the U.S. who wants a COVID-19 vaccine will get one, and we’ve got reopenings, re-employment and people “flush with stimulus” cash.<blockquote>在我们今天的看涨期权中，他驳斥了反对者，并展望了即将到来的秋天，届时几乎每个想要COVID-19疫苗的美国人都将接种疫苗，我们已经重新开放，重新就业，人们“充满了刺激”现金。</blockquote>“I just can’t imagine that at that point, when, in some sense in this country, when we declare victory over COVID that we’re not going to feel a whole lot more giddy than we do right now sitting in my basement,” including growth better than 8% this year, Paulsen said. “So I think that sentiment is going to run through Main Street and Wall Street.”<blockquote>“我只是无法想象，在那个时候，从某种意义上说，在这个国家，当我们宣布战胜新冠病毒时，我们不会比现在坐在地下室里感到更加眩晕，”保尔森说，包括今年的增长率超过8%。“所以我认为这种情绪将贯穿大街和华尔街。”</blockquote>Fundamentals go along with that, as he expects U.S. growth of better than 8% this year, among the strongest of the postwar era. Earnings are also expected to surge, with Wall Street forecasting a rebound for S&amp;P 500 earnings to $175 this year — Paulsen sees $200 as possible.<blockquote>基本面也是如此，因为他预计美国今年的经济增长率将超过8%，是战后时期最强劲的增长率之一。预计盈利也将飙升，华尔街预测标普500今年的盈利将反弹至175美元——保尔森认为200美元是可能的。</blockquote>“And if it does, that means we’re selling on less than 20 times earnings right now on the S&amp;P 500, and probably broader markets are even better valuation,” he said. What he thinks is happening is that sentiment just can’t keep up with the better-and-better scenario unfolding.<blockquote>他表示：“如果确实如此，这意味着我们目前在标普500的市盈率不到20倍，而更广泛的市场的估值可能会更好。”他认为正在发生的是，情绪跟不上越来越好的情况。</blockquote>“There’s not another period I can think of in postwar history where we effectively took the world economy to a Depression-era bust, and then within about a year…a postwar boom,” he said. And while rising bond yields — something to watch for Tuesday — hover over investors, Paulsen sees a “stepwise” move up to 2%.<blockquote>他说：“在战后历史上，我想不出还有哪个时期，我们有效地将世界经济带入了大萧条时期的萧条，然后在大约一年内……实现了战后繁荣。”尽管债券收益率上升（周二值得关注）困扰着投资者，但保尔森认为债券收益率将“逐步”升至2%。</blockquote>For investors, he suggests continuing to steer toward economically sensitive areas, via cyclical, small cap and international stocks. He owns technology, but is underweight as sees some underperformance ahead. “But I don’t think it’s going to crater. I think it’s going to participate in this bull.”<blockquote>对于投资者来说，他建议继续通过周期性股票、小盘股和国际股票转向经济敏感领域。他拥有技术，但跑输大盘认为未来表现不佳。“但我不认为它会陨石坑。我认为它会参与这场牛市。”</blockquote>Investors shouldn’t abandon the sector, because it has been such a domineering force throughout the globe. And down the road, he said tech companies, because they permeate so many sectors, may start to be categorized differently.<blockquote>投资者不应该放弃该行业，因为它在全球范围内一直是一股如此霸道的力量。他说，未来科技公司，因为它们渗透到如此多的行业，可能会开始被不同的分类。</blockquote><img src=\"https://static.tigerbbs.com/1c4d059b2a2272b5b365afd8aafaf2ba\" tg-width=\"1242\" tg-height=\"1096\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>What to avoid? Paulsen said he would be wary of healthcare, utilities, real-estate investment trusts, cash, bonds, gold. And yes he does see a correction likely, a big risk for this year.<blockquote>要避免什么？保尔森表示，他将对医疗保健、公用事业、房地产投资信托、现金、债券和黄金保持警惕。是的，他确实认为可能会出现调整，这是今年的一大风险。</blockquote>“I think it might come later this year but I wouldn’t be shocked, starting right now,” he said. “And that’s the biggest risk this year and I don’t think that’s a cycle ender, it certainly is painful. And I think we’re going to get one of those.”<blockquote>“我认为它可能会在今年晚些时候到来，但从现在开始，我不会感到震惊，”他说。“这是今年最大的风险，我不认为这是一个周期结束，这肯定是痛苦的。我认为我们将会遇到其中之一。”</blockquote>Yields are creeping up, Archegos lingers<blockquote>收益率攀升，Archegos徘徊不前</blockquote>Tech stocks are struggling to get a foothold in a holiday-shortened week, with futures for the Nasdaq-100 NQ00, -0.75% down. Those for the S&amp;P 500 ES00, -0.33% and Dow YM00, -0.11% are flat to higher. But the yield on the 10-year U.S. Treasury TMUBMUSD10Y, 1.762% is up to nearly 1.77%. The Case-Shiller home price index and a gauge of consumer confidence are the data ahead.<blockquote>科技股在假期缩短的一周内难以站稳脚跟，纳斯达克100 NQ00期货下跌-0.75%。标普500 ES00,-0.33%和道指YM00,-0.11%持平至走高。但10年期美国国债TMUBMUSD10Y, 1.762%的收益率升至近1.77%。凯斯席勒房价指数和消费者信心指标是未来的数据。</blockquote>Score another for cryptocurrencies. U.S. customers of online payment provider PayPal PYPL, -2.22% can now purchase items with bitcoin BTCUSD, 3.26% and other digital assets.<blockquote>再为加密货币得分。在线支付提供商PayPal PYPL,-2.22%的美国客户现在可以使用比特币BTCUSD, 3.26%和其他数字资产购买商品。</blockquote>European stocks and banks SXXP, 0.33% are getting a breather after Monday’s selloff, led by Credit Suisse CS, -11.50%. That is as Archegos Capital Management, the U.S. fund believed to be behind the forced sale of more than $20 billion in stocks, says “all plans are being discussed.” Wall Street banks were reportedly summoned by U.S. regulators to discuss the risks and fallout.<blockquote>欧洲股市和银行股SXXP, 0.33%在周一的抛售后得到喘息，其中瑞士信贷CS(-11.50%)领涨。据信是强制出售超过200亿美元股票的美国基金Archegos Capital Management表示，“所有计划都在讨论中”。据报道，华尔街银行被美国监管机构传唤讨论风险和影响。</blockquote><img src=\"https://static.tigerbbs.com/b1fe433f659d25ba084fd1f7b41b448d\" tg-width=\"1080\" tg-height=\"1514\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>The COVID-19 vaccines from drug company Pfizer PFE, +1.02% and biotech Moderna MRNA, -7.40% stopped infections and illness in 90% of fully vaccinated people. Meanwhile, Canada has suspended the shots from drug company AstraZeneca AZN, +0.34% for adults under 55.<blockquote>制药公司辉瑞PFE（+1.02%）和生物技术公司Moderna MRNA（-7.40%）的新冠肺炎疫苗阻止了90%完全接种疫苗的人的感染和疾病。与此同时，加拿大已暂停阿斯利康AZN制药公司为55岁以下成年人注射0.34%的疫苗。</blockquote>The New York City Police Department is hunting the suspect of a vicious assault on an elderly Asian-American woman.<blockquote>纽约市警察局正在追捕一名亚裔老年妇女恶性袭击案的嫌疑人。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/heres-why-wall-street-and-investors-arent-giddy-enough-says-top-strategist-11617102861\">marketwatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9a5677649fbdbb7ef0087796f2311fad","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/heres-why-wall-street-and-investors-arent-giddy-enough-says-top-strategist-11617102861","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162058288","content_text":"Critical information for the U.S. trading day.While the footing has been a bit less steady for stocks lately, March is still set to deliver solid gains for most of Wall Street, with the Dow Jones Industrial Average DJIA, +0.30% up 7% and the S&P 500 SPX, -0.09% up 4%. The Nasdaq Composite COMP, -0.60% is lagging with a 1% drop as the shift toward cyclical stocks continues.The big bull calls for this market remain scarce though, and that may be down to some disbelief, said Jim Paulsen, chief investment strategist at money management and research firm The Leuthold Group.“I just can’t imagine that at that point, when, in some sense in this country, when we declare victory over COVID that we’re not going to feel a whole lot more giddy than we do right now sitting in my basement.” — Jim Paulsen, The Leuthold Group“There’s a lot of thought that people are too giddy, there’s too much optimism, sentiment is too strong, but I just can’t help but feel it’s going to be a lot stronger,” said Paulsen, in an interview on Monday with MarketWatch.In our call of the day, he brushes away the naysayers, and looks ahead to the coming autumn, when almost everyone in the U.S. who wants a COVID-19 vaccine will get one, and we’ve got reopenings, re-employment and people “flush with stimulus” cash.“I just can’t imagine that at that point, when, in some sense in this country, when we declare victory over COVID that we’re not going to feel a whole lot more giddy than we do right now sitting in my basement,” including growth better than 8% this year, Paulsen said. “So I think that sentiment is going to run through Main Street and Wall Street.”Fundamentals go along with that, as he expects U.S. growth of better than 8% this year, among the strongest of the postwar era. Earnings are also expected to surge, with Wall Street forecasting a rebound for S&P 500 earnings to $175 this year — Paulsen sees $200 as possible.“And if it does, that means we’re selling on less than 20 times earnings right now on the S&P 500, and probably broader markets are even better valuation,” he said. What he thinks is happening is that sentiment just can’t keep up with the better-and-better scenario unfolding.“There’s not another period I can think of in postwar history where we effectively took the world economy to a Depression-era bust, and then within about a year…a postwar boom,” he said. And while rising bond yields — something to watch for Tuesday — hover over investors, Paulsen sees a “stepwise” move up to 2%.For investors, he suggests continuing to steer toward economically sensitive areas, via cyclical, small cap and international stocks. He owns technology, but is underweight as sees some underperformance ahead. “But I don’t think it’s going to crater. I think it’s going to participate in this bull.”Investors shouldn’t abandon the sector, because it has been such a domineering force throughout the globe. And down the road, he said tech companies, because they permeate so many sectors, may start to be categorized differently.What to avoid? Paulsen said he would be wary of healthcare, utilities, real-estate investment trusts, cash, bonds, gold. And yes he does see a correction likely, a big risk for this year.“I think it might come later this year but I wouldn’t be shocked, starting right now,” he said. “And that’s the biggest risk this year and I don’t think that’s a cycle ender, it certainly is painful. And I think we’re going to get one of those.”Yields are creeping up, Archegos lingersTech stocks are struggling to get a foothold in a holiday-shortened week, with futures for the Nasdaq-100 NQ00, -0.75% down. Those for the S&P 500 ES00, -0.33% and Dow YM00, -0.11% are flat to higher. But the yield on the 10-year U.S. Treasury TMUBMUSD10Y, 1.762% is up to nearly 1.77%. The Case-Shiller home price index and a gauge of consumer confidence are the data ahead.Score another for cryptocurrencies. U.S. customers of online payment provider PayPal PYPL, -2.22% can now purchase items with bitcoin BTCUSD, 3.26% and other digital assets.European stocks and banks SXXP, 0.33% are getting a breather after Monday’s selloff, led by Credit Suisse CS, -11.50%. That is as Archegos Capital Management, the U.S. fund believed to be behind the forced sale of more than $20 billion in stocks, says “all plans are being discussed.” Wall Street banks were reportedly summoned by U.S. regulators to discuss the risks and fallout.The COVID-19 vaccines from drug company Pfizer PFE, +1.02% and biotech Moderna MRNA, -7.40% stopped infections and illness in 90% of fully vaccinated people. Meanwhile, Canada has suspended the shots from drug company AstraZeneca AZN, +0.34% for adults under 55.The New York City Police Department is hunting the suspect of a vicious assault on an elderly Asian-American woman.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":574,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":40,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/354055768"}