LimJY
2021-08-20
Get ready!
[晕]
[安慰]
'Something will give' in U.S. stock market amid 'discomforting sentiment signals,' Citi warns<blockquote>花旗警告称，在“令人不安的情绪信号”中，美国股市“将会出现一些情况”</blockquote>
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[晕] [安慰]","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/836094393","repostId":2160884793,"repostType":4,"repost":{"id":"2160884793","kind":"highlight","pubTimestamp":1629429639,"share":"https://www.laohunote.com/m/news/2160884793?lang=zh_CN&edition=full","pubTime":"2021-08-20 11:20","market":"us","language":"en","title":"'Something will give' in U.S. stock market amid 'discomforting sentiment signals,' Citi warns<blockquote>花旗警告称，在“令人不安的情绪信号”中，美国股市“将会出现一些情况”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2160884793","media":"MarketWatch","summary":"'The Street is too complacent,' say Citi analysts\nCiti analysts 'discern some clouds on the horizon,","content":"<p>'The Street is too complacent,' say Citi analysts</p><p><blockquote>花旗分析师表示，华尔街过于自满</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b2b9e64f6cb727f681071e88726285b\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Citi analysts 'discern some clouds on the horizon,' warning that the bank's panic/euphoria model signals losses are coming for stocks.</span></p><p><blockquote><p class=\"t-img-caption\"><span>花旗分析师“看到了地平线上的一些乌云”，警告说，该行的恐慌/兴奋模型表明股市即将出现损失。</span></p></blockquote></p><p> A U.S. stock-market pullback of 10% \"seems quite reasonable\" and any catalyst for weakness should be closely watched as valuations are no longer attractive amid a long stretch of \"discomforting sentiment signals,\" according to Citigroup analysts.</p><p><blockquote>花旗集团分析师表示，美国股市回调 10%“似乎相当合理”，任何疲软的催化剂都应密切关注，因为在长期“令人不安的情绪信号”中，估值不再有吸引力。</blockquote></p><p> \"Our panic/euphoria model remains very elevated and is warning of coming losses,\" the analysts said in a Citi research note after markets closed Wednesday. \"This is the longest period of ebullient readings without a market correction since 1999/2000 and we anticipate that something will give.\"</p><p><blockquote>分析师在周三收盘后的花旗研究报告中表示：“我们的恐慌/兴奋模型仍然非常高，并警告即将出现的损失。”“这是自 1999/2000 年以来市场没有调整的持续时间最长的火爆读数，我们预计会有所进展。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25999badfb9afac9ab54f5855e6b6536\" tg-width=\"700\" tg-height=\"552\" referrerpolicy=\"no-referrer\"><span>CITI RESEARCH NOTE ON U.S. STRATEGY</span></p><p><blockquote><p class=\"t-img-caption\"><span>花旗美国战略研究报告</span></p></blockquote></p><p> The U.S. stock market has seen an unusual number of new all-time highs this year.</p><p><blockquote>美国股市今年创下了不同寻常的历史新高。</blockquote></p><p> \"The Street is too complacent,\" the Citi analysts warned. \"Intriguingly, we find our conversations with clients to have a qualitative element of not worrying about higher taxes,\" or the Federal Reserve tapering its bond purchases, or inflation -- despite a June survey finding that more than half thought inflation could prove \"sticky\" in lasting as long as 12 months.</p><p><blockquote>“华尔街过于自满，”花旗分析师警告说。“有趣的是，我们发现我们与客户的谈话具有不担心税收增加、美联储缩减债券购买规模或通货膨胀的定性因素——尽管 6 月份的一项调查发现，超过一半的人认为通货膨胀可能会被证明是“粘性的”持续长达 12 个月。</blockquote></p><p> In a note this week, Darrell Cronk, chief investment officer of Wells Fargo & Co.'s wealth and investment management division, put inflation at the top of his list of 10 market risks while noting the S&P 500 index has soared in the pandemic without a pullback of at least 5% since last October.</p><p><blockquote>富国银行 (Wells Fargo & Co.) 财富和投资管理部门首席投资官达雷尔·克朗克 (Darrell Cronk) 在本周的一份报告中，将通胀列为他列出的 10 种市场风险之首，同时指出标普500指数在疫情期间飙升，但没有回调自去年 10 月以来至少 5%。</blockquote></p><p> U.S. stocks were mixed on Thursday. Major benchmarks had closed lower the day before as investors reacted in part to the release Wednesday afternoon of the Fed's policy meeting minutes, which showed most of its top officials considered it appropriate to begin slowing its pace of monthly bond purchases later this year.</p><p><blockquote>周四美国股市涨跌互现。主要基准前一天收低，部分原因是投资者对周三下午发布的美联储政策会议纪要做出了反应，该纪要显示大多数高级官员认为今年晚些时候开始放缓每月债券购买步伐是合适的。</blockquote></p><p> But some Wall Street analysts already had been anticipating that tapering could begin as soon as this year , and Cronk said in his note that \"it is time to begin removing emergency monetary policy.\"</p><p><blockquote>但一些华尔街分析师已经预计缩减规模最早可能在今年开始，克朗克在报告中表示，“现在是开始取消紧急货币政策的时候了。”</blockquote></p><p> The S&P 500 index rose 0.1% on Thursday, while the Dow Jones Industrial Average fell nearly 0.2% and the Nasdaq Composite rose 0.1%.</p><p><blockquote>标普500指数周四上涨0.1%，道琼斯工业平均指数下跌近0.2%，纳斯达克综合指数上涨0.1%。</blockquote></p><p> Citi's \"panic/euphoria model\" has signaled \"overly bullish investors\" for many months, the bank's analysts said. \"A pullback may be imminent especially as earnings growth slows.\"</p><p><blockquote>花旗分析师表示，几个月来，花旗的“恐慌/兴奋模型”一直在向“过度看涨的投资者”发出信号。“回调可能迫在眉睫，尤其是在盈利增长放缓的情况下。”</blockquote></p><p> Companies' earnings reports for the second quarter have largely been strong , with many investors pointing to the results as an example of peak growth in the economic rebound from the Covid-19 crisis of 2020.</p><p><blockquote>公司第二季度的收益报告大多表现强劲，许多投资者指出，这一结果是 2020 年 Covid-19 危机后经济反弹达到峰值增长的一个例子。</blockquote></p><p> Meanwhile, Goldman Sachs Group economists have lowered their forecast for third-quarter U.S. growth to 5.5% from 9%, citing the larger-than-expected impact of the delta variant of the coronavirus on the economic expansion and inflation.</p><p><blockquote>与此同时，高盛集团经济学家将美国第三季度经济增长预测从9%下调至5.5%，理由是冠状病毒德尔塔变异毒株对经济扩张和通胀的影响超出预期。</blockquote></p><p> Citi's economic surprise index has \"slumped\" for major economies, according to the bank's research report. \"The delta variant may be the cause of the recent declines alongside supply chain disruptions, but it is bothersome and could translate into earnings issues down the line,\" the Citi analysts wrote in the note.</p><p><blockquote>花旗银行的研究报告显示，主要经济体的经济意外指数“下滑”。花旗分析师在报告中写道：“德尔塔变异毒株可能是最近下滑以及供应链中断的原因，但这很麻烦，并且可能会转化为未来的盈利问题。”</blockquote></p><p> \"We can discern some clouds on the horizon,\" they said.</p><p><blockquote>“我们可以看到地平线上的一些云，”他们说。</blockquote></p><p></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>'Something will give' in U.S. stock market amid 'discomforting sentiment signals,' Citi warns<blockquote>花旗警告称，在“令人不安的情绪信号”中，美国股市“将会出现一些情况”</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; 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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\">\n'Something will give' in U.S. stock market amid 'discomforting sentiment signals,' Citi warns<blockquote>花旗警告称，在“令人不安的情绪信号”中，美国股市“将会出现一些情况”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-20 11:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>'The Street is too complacent,' say Citi analysts</p><p><blockquote>花旗分析师表示，华尔街过于自满</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b2b9e64f6cb727f681071e88726285b\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Citi analysts 'discern some clouds on the horizon,' warning that the bank's panic/euphoria model signals losses are coming for stocks.</span></p><p><blockquote><p class=\"t-img-caption\"><span>花旗分析师“看到了地平线上的一些乌云”，警告说，该行的恐慌/兴奋模型表明股市即将出现损失。</span></p></blockquote></p><p> A U.S. stock-market pullback of 10% \"seems quite reasonable\" and any catalyst for weakness should be closely watched as valuations are no longer attractive amid a long stretch of \"discomforting sentiment signals,\" according to Citigroup analysts.</p><p><blockquote>花旗集团分析师表示，美国股市回调 10%“似乎相当合理”，任何疲软的催化剂都应密切关注，因为在长期“令人不安的情绪信号”中，估值不再有吸引力。</blockquote></p><p> \"Our panic/euphoria model remains very elevated and is warning of coming losses,\" the analysts said in a Citi research note after markets closed Wednesday. \"This is the longest period of ebullient readings without a market correction since 1999/2000 and we anticipate that something will give.\"</p><p><blockquote>分析师在周三收盘后的花旗研究报告中表示：“我们的恐慌/兴奋模型仍然非常高，并警告即将出现的损失。”“这是自 1999/2000 年以来市场没有调整的持续时间最长的火爆读数，我们预计会有所进展。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25999badfb9afac9ab54f5855e6b6536\" tg-width=\"700\" tg-height=\"552\" referrerpolicy=\"no-referrer\"><span>CITI RESEARCH NOTE ON U.S. STRATEGY</span></p><p><blockquote><p class=\"t-img-caption\"><span>花旗美国战略研究报告</span></p></blockquote></p><p> The U.S. stock market has seen an unusual number of new all-time highs this year.</p><p><blockquote>美国股市今年创下了不同寻常的历史新高。</blockquote></p><p> \"The Street is too complacent,\" the Citi analysts warned. \"Intriguingly, we find our conversations with clients to have a qualitative element of not worrying about higher taxes,\" or the Federal Reserve tapering its bond purchases, or inflation -- despite a June survey finding that more than half thought inflation could prove \"sticky\" in lasting as long as 12 months.</p><p><blockquote>“华尔街过于自满，”花旗分析师警告说。“有趣的是，我们发现我们与客户的谈话具有不担心税收增加、美联储缩减债券购买规模或通货膨胀的定性因素——尽管 6 月份的一项调查发现，超过一半的人认为通货膨胀可能会被证明是“粘性的”持续长达 12 个月。</blockquote></p><p> In a note this week, Darrell Cronk, chief investment officer of Wells Fargo & Co.'s wealth and investment management division, put inflation at the top of his list of 10 market risks while noting the S&P 500 index has soared in the pandemic without a pullback of at least 5% since last October.</p><p><blockquote>富国银行 (Wells Fargo & Co.) 财富和投资管理部门首席投资官达雷尔·克朗克 (Darrell Cronk) 在本周的一份报告中，将通胀列为他列出的 10 种市场风险之首，同时指出标普500指数在疫情期间飙升，但没有回调自去年 10 月以来至少 5%。</blockquote></p><p> U.S. stocks were mixed on Thursday. Major benchmarks had closed lower the day before as investors reacted in part to the release Wednesday afternoon of the Fed's policy meeting minutes, which showed most of its top officials considered it appropriate to begin slowing its pace of monthly bond purchases later this year.</p><p><blockquote>周四美国股市涨跌互现。主要基准前一天收低，部分原因是投资者对周三下午发布的美联储政策会议纪要做出了反应，该纪要显示大多数高级官员认为今年晚些时候开始放缓每月债券购买步伐是合适的。</blockquote></p><p> But some Wall Street analysts already had been anticipating that tapering could begin as soon as this year , and Cronk said in his note that \"it is time to begin removing emergency monetary policy.\"</p><p><blockquote>但一些华尔街分析师已经预计缩减规模最早可能在今年开始，克朗克在报告中表示，“现在是开始取消紧急货币政策的时候了。”</blockquote></p><p> The S&P 500 index rose 0.1% on Thursday, while the Dow Jones Industrial Average fell nearly 0.2% and the Nasdaq Composite rose 0.1%.</p><p><blockquote>标普500指数周四上涨0.1%，道琼斯工业平均指数下跌近0.2%，纳斯达克综合指数上涨0.1%。</blockquote></p><p> Citi's \"panic/euphoria model\" has signaled \"overly bullish investors\" for many months, the bank's analysts said. \"A pullback may be imminent especially as earnings growth slows.\"</p><p><blockquote>花旗分析师表示，几个月来，花旗的“恐慌/兴奋模型”一直在向“过度看涨的投资者”发出信号。“回调可能迫在眉睫，尤其是在盈利增长放缓的情况下。”</blockquote></p><p> Companies' earnings reports for the second quarter have largely been strong , with many investors pointing to the results as an example of peak growth in the economic rebound from the Covid-19 crisis of 2020.</p><p><blockquote>公司第二季度的收益报告大多表现强劲，许多投资者指出，这一结果是 2020 年 Covid-19 危机后经济反弹达到峰值增长的一个例子。</blockquote></p><p> Meanwhile, Goldman Sachs Group economists have lowered their forecast for third-quarter U.S. growth to 5.5% from 9%, citing the larger-than-expected impact of the delta variant of the coronavirus on the economic expansion and inflation.</p><p><blockquote>与此同时，高盛集团经济学家将美国第三季度经济增长预测从9%下调至5.5%，理由是冠状病毒德尔塔变异毒株对经济扩张和通胀的影响超出预期。</blockquote></p><p> Citi's economic surprise index has \"slumped\" for major economies, according to the bank's research report. \"The delta variant may be the cause of the recent declines alongside supply chain disruptions, but it is bothersome and could translate into earnings issues down the line,\" the Citi analysts wrote in the note.</p><p><blockquote>花旗银行的研究报告显示，主要经济体的经济意外指数“下滑”。花旗分析师在报告中写道：“德尔塔变异毒株可能是最近下滑以及供应链中断的原因，但这很麻烦，并且可能会转化为未来的盈利问题。”</blockquote></p><p> \"We can discern some clouds on the horizon,\" they said.</p><p><blockquote>“我们可以看到地平线上的一些云，”他们说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/something-will-give-in-u-s-stock-market-amid-discomforting-sentiment-signals-citi-warns-11629393465?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/something-will-give-in-u-s-stock-market-amid-discomforting-sentiment-signals-citi-warns-11629393465?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160884793","content_text":"'The Street is too complacent,' say Citi analysts\nCiti analysts 'discern some clouds on the horizon,' warning that the bank's panic/euphoria model signals losses are coming for stocks.\nA U.S. stock-market pullback of 10% \"seems quite reasonable\" and any catalyst for weakness should be closely watched as valuations are no longer attractive amid a long stretch of \"discomforting sentiment signals,\" according to Citigroup analysts.\n\"Our panic/euphoria model remains very elevated and is warning of coming losses,\" the analysts said in a Citi research note after markets closed Wednesday. \"This is the longest period of ebullient readings without a market correction since 1999/2000 and we anticipate that something will give.\"\nCITI RESEARCH NOTE ON U.S. STRATEGY\nThe U.S. stock market has seen an unusual number of new all-time highs this year.\n\"The Street is too complacent,\" the Citi analysts warned. \"Intriguingly, we find our conversations with clients to have a qualitative element of not worrying about higher taxes,\" or the Federal Reserve tapering its bond purchases, or inflation -- despite a June survey finding that more than half thought inflation could prove \"sticky\" in lasting as long as 12 months.\nIn a note this week, Darrell Cronk, chief investment officer of Wells Fargo & Co.'s wealth and investment management division, put inflation at the top of his list of 10 market risks while noting the S&P 500 index has soared in the pandemic without a pullback of at least 5% since last October.\nU.S. stocks were mixed on Thursday. Major benchmarks had closed lower the day before as investors reacted in part to the release Wednesday afternoon of the Fed's policy meeting minutes, which showed most of its top officials considered it appropriate to begin slowing its pace of monthly bond purchases later this year.\nBut some Wall Street analysts already had been anticipating that tapering could begin as soon as this year , and Cronk said in his note that \"it is time to begin removing emergency monetary policy.\"\nThe S&P 500 index rose 0.1% on Thursday, while the Dow Jones Industrial Average fell nearly 0.2% and the Nasdaq Composite rose 0.1%.\nCiti's \"panic/euphoria model\" has signaled \"overly bullish investors\" for many months, the bank's analysts said. \"A pullback may be imminent especially as earnings growth slows.\"\nCompanies' earnings reports for the second quarter have largely been strong , with many investors pointing to the results as an example of peak growth in the economic rebound from the Covid-19 crisis of 2020.\nMeanwhile, Goldman Sachs Group economists have lowered their forecast for third-quarter U.S. growth to 5.5% from 9%, citing the larger-than-expected impact of the delta variant of the coronavirus on the economic expansion and inflation.\nCiti's economic surprise index has \"slumped\" for major economies, according to the bank's research report. \"The delta variant may be the cause of the recent declines alongside supply chain disruptions, but it is bothersome and could translate into earnings issues down the line,\" the Citi analysts wrote in the note.\n\"We can discern some clouds on the horizon,\" they said.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1025,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/836094393"}
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