[白眼] //@Bu_老虎社区_美港股上老虎

2021-11-16

[白眼] //@Bull1973: Ok

Morgan Stanley Says Steer Clear of U.S. Stocks and Bonds in 2022<blockquote>摩根士丹利表示将在 2022 年避开美国股票和债券</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":871173091,"tweetId":"871173091","gmtCreate":1637043090869,"gmtModify":1637043091022,"author":{"id":3578971018458145,"idStr":"3578971018458145","authorId":3578971018458145,"authorIdStr":"3578971018458145","name":"ocean_wave","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><span>[白眼]&nbsp;</span>//<a href=\"https://laohu8.com/U/3584680402793671\">@Bull1973</a>: Ok</body></html>","htmlText":"<html><head></head><body><span>[白眼]&nbsp;</span>//<a href=\"https://laohu8.com/U/3584680402793671\">@Bull1973</a>: Ok</body></html>","text":"[白眼] //@Bull1973: Ok","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/871173091","repostId":1199249819,"repostType":4,"repost":{"id":"1199249819","kind":"news","pubTimestamp":1636956712,"share":"https://www.laohunote.com/m/news/1199249819?lang=zh_CN&edition=full","pubTime":"2021-11-15 14:11","market":"us","language":"en","title":"Morgan Stanley Says Steer Clear of U.S. Stocks and Bonds in 2022<blockquote>摩根士丹利表示将在 2022 年避开美国股票和债券</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199249819","media":"Bloomberg","summary":"(Bloomberg) -- Stay away from U.S. stocks and bonds next year, and seek out better returns in Europe","content":"<p><div> (Bloomberg) -- Stay away from U.S. stocks and bonds next year, and seek out better returns in Europe and Japan. That’s the advice of Morgan Stanley’s strategy team, which sees fading monetary support ...</p><p><blockquote><div>（彭博社）——明年远离美国股票和债券，并在欧洲和日本寻求更好的回报。这是摩根士丹利战略团队的建议，该团队认为货币支持正在减弱....</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/morgan-stanley-says-steer-clear-044207580.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/morgan-stanley-says-steer-clear-044207580.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>Morgan Stanley Says Steer Clear of U.S. Stocks and Bonds in 2022<blockquote>摩根士丹利表示将在 2022 年避开美国股票和债券</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\">\nMorgan Stanley Says Steer Clear of U.S. Stocks and Bonds in 2022<blockquote>摩根士丹利表示将在 2022 年避开美国股票和债券</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-11-15 14:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Stay away from U.S. stocks and bonds next year, and seek out better returns in Europe and Japan. That’s the advice of Morgan Stanley’s strategy team, which sees fading monetary support ...</p><p><blockquote><div>（彭博社）——明年远离美国股票和债券，并在欧洲和日本寻求更好的回报。这是摩根士丹利战略团队的建议，该团队认为货币支持正在减弱....</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/morgan-stanley-says-steer-clear-044207580.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/morgan-stanley-says-steer-clear-044207580.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/morgan-stanley-says-steer-clear-044207580.html\">Bloomberg</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":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-says-steer-clear-044207580.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199249819","content_text":"(Bloomberg) -- Stay away from U.S. stocks and bonds next year, and seek out better returns in Europe and Japan.\nThat’s the advice of Morgan Stanley’s strategy team, which sees fading monetary support and high valuations holding back American assets in 2022, even as growth improves and inflation moderates. Fundamentals are more attractive in Europe and Japan, where central bankers will be more patient and inflationary pressures are lower, according to the strategists in their annual investment outlook.\n“We think that 2022 is really about ‘mid to late-cycle’ challenges: better growth squaring off against high valuations, tightening policy, rambunctious investor activity and inflation being higher than most investors are used to,” strategists led by Andrew Sheets wrote Sunday. “We see plenty of challenges, including downside to the S&P 500 and U.S. 10-year yields being well above forwards.”\nAfter a year dominated by relentless equity gains and a selloff in bonds, strategists have begun marketing their calls for 2022 with the threat of inflation looming largest in investors minds. Last week Goldman Sachs Group Inc. said it expected less impressive returns for risk assets as the economic cycle matures.\nMorgan Stanley sees the S&P 500 finishing 2022 at 4,400 -- some 6% below current levels. Its strategists are penciling in 10-year yields rising to 2.10% by the end of next year on improving growth and higher real rates, up from 1.55% on Monday.\nInflation Situation\nGlobal inflation will peak this quarter and moderate over the coming 12 months thanks to easier year-on-year comparisons and reduced supply chain pressures, the U.S. bank’s strategists wrote. A ‘hotter and faster’ recovery will continue, powered by strength in consumer spending and capital investment, they said.\nTheir muted market expectations come amid a wider debate at the bank over the outlook for U.S. monetary policy. Morgan Stanley economists predict the Federal Reserve won’t raise interest rates until 2023, in contrast with the more hawkish views of their own chief executive officer.\nMorgan Stanley Economists See 2023 Fed Hike, Differ With Gorman\nRate hike delays will eventually lead to dollar weakness after a period of strength at the beginning of next year, according to the note.\nOutside of developed markets, Sheets’ team urged patience, suggesting investors wait until the greenback weakens before considering emerging market stocks and bonds. In currencies, they favor the Canadian dollar and Norwegian krone and expect a largely stable yuan.\nOn the commodity front, the bank prefers oil to gold and suggested metal prices face a challenging outlook.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3411,"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":20,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/871173091"}