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Top Ag Traders Forecast "Mini Supercycle"<blockquote>顶级农业交易员预测“迷你超级周期”</blockquote>
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18:03","market":"fut","language":"en","title":"Top Ag Traders Forecast \"Mini Supercycle\"<blockquote>顶级农业交易员预测“迷你超级周期”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181147458","media":"zerohedge","summary":"Before the plunge in commodities late in the week, top executives from Cargill, Cofco, Viterra, and ","content":"<p>Before the plunge in commodities late in the week, top executives from Cargill, Cofco, Viterra, and Scoular said this week at the FT Commodities Global Summit that<b>a \"mini-supercycle\" in agricultural commodities could be on the horizon, boosted by China demand and increasing use for biofuels.</b></p><p><blockquote>在本周晚些时候大宗商品暴跌之前，嘉吉、中粮、维特拉和斯考拉的高管本周在英国《金融时报》大宗商品全球峰会上表示，<b>在中国需求和生物燃料使用增加的推动下，农产品的“迷你超级周期”可能即将到来。</b></blockquote></p><p> These execs forecasted corn, soybeans, and wheat markets will remain robust over the next two to four years.</p><p><blockquote>这些高管预测，未来两到四年玉米、大豆和小麦市场将保持强劲。</blockquote></p><p> <i>\"We certainly see a mini supercycle,\" said David Mattiske, chief executive of Viterra, majority-owned by Glencore, told the FT Commodities Global Summit.\"We're in a demand-driven environment with the themes of a growing population, growing wealth, people consuming more. And added into that we've got increased demand for plant-based fuel,\" Mattiske said.</i> Taking a look at the S&P GSCI Agriculture Index, a sub-index of the S&P GSCI which provides a broad basket of wheat, corn, soybeans, coffee, sugar, cocoa, and cotton, has been on an absolute tear since the virus pandemic began, up currently 56.6% but down 15% from an eight-year high.</p><p><blockquote><i>嘉能可控股的 Viterra 首席执行官大卫·马蒂斯克 (David Mattiske) 在英国《金融时报》大宗商品全球峰会上表示：“我们确实看到了一辆迷你超级摩托车。”我们处于一个需求驱动的环境中，其主题是人口增长、财富增长、人们消费更多。此外，我们对植物燃料的需求也在增加，”马蒂斯克说。</i>看看标准普尔GSCI农业指数，这是标准普尔GSCI的一个子指数，提供了广泛的小麦、玉米、大豆、咖啡、糖、可可和棉花，自病毒大流行开始以来一直处于绝对的撕裂状态，目前上涨了56.6%，但比八年高点下降了15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a6c8adc05faef6f0eb37acdd37b9e6d2\" tg-width=\"500\" tg-height=\"345\">Higher commodity prices are great news for farmers who can boost incomes and reinvest into operations. Many farmers have seen their net incomes deteriorate over the last decade. But rising agriculture prices mean higher food inflation will hit low-income countries the hardest first, then ripple across the world.</p><p><blockquote>大宗商品价格上涨对农民来说是个好消息，他们可以增加收入并进行再投资。许多农民的净收入在过去十年中恶化。但农产品价格上涨意味着更高的食品通胀将首先对低收入国家造成最严重的打击，然后波及全球。</blockquote></p><p> Back in December, SocGen's resident market skeptic Albert Edwards shared with the world why he is starting to panic about soaring food prices. And since that was before food prices really erupted amid broken supply chains, trillions in fiscal stimulus, and exploding commodity costs, we can only imagine the sheer terror he must feel today. He has noted social instabilities have begun around soaring food inflation.</p><p><blockquote>早在去年12月，法国兴业银行的常驻市场怀疑论者艾伯特·爱德华兹就与世界分享了他开始对食品价格飙升感到恐慌的原因。由于那是在供应链断裂、数万亿美元财政刺激和大宗商品成本爆炸式增长的情况下，食品价格真正爆发之前，我们只能想象他今天一定感到多么恐惧。他指出，围绕食品通胀飙升，社会开始出现不稳定。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e5582ae832d11f87e90cb9e4eb5ccbc8\" tg-width=\"500\" tg-height=\"276\">According to the latest United Nations index of world food costs, itclimbedfor a 12th straight month in May, its longest stretch in a decade, rising to the highest in nearly a decade, heightening concerns over bulging grocery bills.</p><p><blockquote>根据最新的联合国世界食品成本指数，5 月份全球食品成本连续第 12 个月攀升，这是十年来持续时间最长的一次，升至近十年来的最高水平，加剧了人们对食品杂货账单不断上涨的担忧。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a4333c994853efc1b54db09a1cb92453\" tg-width=\"500\" tg-height=\"899\">Alex Sanfeliu, head of Cargill's world trading unit, said the bumper harvests for corn and soybeans in the US and Brazil means that supercycles in grains and oilseeds will be shorter in the past. Though he predicted an upward swing in ag prices could be sustained for two to four years. \"The characteristics of the supercycle are there,\" he added.</p><p><blockquote>嘉吉世界贸易部门负责人亚历克斯·桑费利乌表示，美国和巴西玉米和大豆的丰收意味着谷物和油籽的超级周期将比过去更短。尽管他预测农产品价格的上涨可能会持续两到四年。“超级周期的特征是存在的，”他补充道。</blockquote></p><p> Last year, China imported a record amount of soybeans and grains from the US as it rebuilt its swine population. The US was among the largest beneficiary of the buying. China is expected to continue purchasing US farm goods this year as it needs to \"restock\" after the pandemic shock.</p><p><blockquote>去年，随着中国重建生猪数量，中国从美国进口了创纪录数量的大豆和谷物。美国是此次收购的最大受益者之一。预计中国今年将继续购买美国农产品，因为它需要在疫情冲击后“补充库存”。</blockquote></p><p> Marcelo Martins, head of grains and oilseeds at Cofco International, the trading arm of the Chinese state conglomerate, said supply imbalances around the world would persist due to some areas that sustained poor harvest. But, he warned,<i>\"[The supply deficit] is here to stay.\"</i></p><p><blockquote>中国国有企业集团中粮国际旗下贸易部门粮食和油籽主管马塞洛·马丁斯表示，由于一些地区收成不佳，世界各地的供应失衡将持续存在。但是，他警告说，<i>“[供应短缺]将持续下去。”</i></blockquote></p><p> As we've previously noted, parts of South America and the Western half of the US are in a drought, affecting future harvest yields. Especially in the US, amegadroughtis crushing farmers as <i>reservoirs dry up, with many unable to water their crops.</i></p><p><blockquote>正如我们之前提到的，南美洲部分地区和美国西半部正处于干旱之中，影响了未来的收成。特别是在美国，特大干旱压垮了农民<i>水库干涸，许多人无法浇灌庄稼。</i></blockquote></p><p> Meanwhile, the Biden administration set the 2030 greenhouse gas pollution target aimed at increasing biofuels - this means the agricultural product is being diverted for fuel rather than food, driving up prices.</p><p><blockquote>与此同时，拜登政府设定了2030年温室气体污染目标，旨在增加生物燃料——这意味着农产品被转向燃料而不是食品，从而推高了价格。</blockquote></p><p> Paul Maas, chief executive of US agricultural trader Scoular, said biofuels drive \"unprecedented\" demand for soyabean and soya oil prices. As countries reduce their carbon footprint, many turn to the food supply for answers to reduce fossil fuel usage by mixing biofuels into petrol blends.</p><p><blockquote>美国农业交易商 Scoular 首席执行官保罗·马斯 (Paul Maas) 表示，生物燃料推动了大豆和豆油价格“前所未有”的需求。随着各国减少碳足迹，许多国家向食品供应寻求答案，通过将生物燃料混合到汽油混合物中来减少化石燃料的使用。</blockquote></p><p> <i>\"The increased demand is real and we're on the front end of seeing how that all plays out,\" said Maas.</i> While there are several factors top execs point to for higher future ag prices, prices have fallen in the last couple of months and may continue to correct.</p><p><blockquote><i>“需求的增加是真实的，我们正在关注这一切如何发展，”马斯说。</i>尽管高层管理人员指出了未来农业价格上涨的几个因素，但价格在过去几个月已经下跌，并可能继续调整。</blockquote></p><p> Gary McGuigan, head of global trade at Archer Daniels Midland, added some caution to the mini supercycle, indicating significant uncertainties around China's 2021 demand.</p><p><blockquote>Archer Daniels Midland 全球贸易主管 Gary McGuigan 对迷你超级摩托车持谨慎态度，表明中国 2021 年的需求存在重大不确定性。</blockquote></p><p> Perhaps this is more evidence that the Fed's illusionary narrative of \"transitory\" inflation is tearing apart at the seams as food prices are likely to remain elevated for some time due to the various demand dynamics mentioned above.</p><p><blockquote>也许这进一步证明，由于上述各种需求动态，食品价格可能会在一段时间内保持高位，美联储关于“暂时性”通胀的虚幻叙事正在破灭。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nTop Ag Traders Forecast \"Mini Supercycle\"<blockquote>顶级农业交易员预测“迷你超级周期”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-21 18:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Before the plunge in commodities late in the week, top executives from Cargill, Cofco, Viterra, and Scoular said this week at the FT Commodities Global Summit that<b>a \"mini-supercycle\" in agricultural commodities could be on the horizon, boosted by China demand and increasing use for biofuels.</b></p><p><blockquote>在本周晚些时候大宗商品暴跌之前，嘉吉、中粮、维特拉和斯考拉的高管本周在英国《金融时报》大宗商品全球峰会上表示，<b>在中国需求和生物燃料使用增加的推动下，农产品的“迷你超级周期”可能即将到来。</b></blockquote></p><p> These execs forecasted corn, soybeans, and wheat markets will remain robust over the next two to four years.</p><p><blockquote>这些高管预测，未来两到四年玉米、大豆和小麦市场将保持强劲。</blockquote></p><p> <i>\"We certainly see a mini supercycle,\" said David Mattiske, chief executive of Viterra, majority-owned by Glencore, told the FT Commodities Global Summit.\"We're in a demand-driven environment with the themes of a growing population, growing wealth, people consuming more. And added into that we've got increased demand for plant-based fuel,\" Mattiske said.</i> Taking a look at the S&P GSCI Agriculture Index, a sub-index of the S&P GSCI which provides a broad basket of wheat, corn, soybeans, coffee, sugar, cocoa, and cotton, has been on an absolute tear since the virus pandemic began, up currently 56.6% but down 15% from an eight-year high.</p><p><blockquote><i>嘉能可控股的 Viterra 首席执行官大卫·马蒂斯克 (David Mattiske) 在英国《金融时报》大宗商品全球峰会上表示：“我们确实看到了一辆迷你超级摩托车。”我们处于一个需求驱动的环境中，其主题是人口增长、财富增长、人们消费更多。此外，我们对植物燃料的需求也在增加，”马蒂斯克说。</i>看看标准普尔GSCI农业指数，这是标准普尔GSCI的一个子指数，提供了广泛的小麦、玉米、大豆、咖啡、糖、可可和棉花，自病毒大流行开始以来一直处于绝对的撕裂状态，目前上涨了56.6%，但比八年高点下降了15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a6c8adc05faef6f0eb37acdd37b9e6d2\" tg-width=\"500\" tg-height=\"345\">Higher commodity prices are great news for farmers who can boost incomes and reinvest into operations. Many farmers have seen their net incomes deteriorate over the last decade. But rising agriculture prices mean higher food inflation will hit low-income countries the hardest first, then ripple across the world.</p><p><blockquote>大宗商品价格上涨对农民来说是个好消息，他们可以增加收入并进行再投资。许多农民的净收入在过去十年中恶化。但农产品价格上涨意味着更高的食品通胀将首先对低收入国家造成最严重的打击，然后波及全球。</blockquote></p><p> Back in December, SocGen's resident market skeptic Albert Edwards shared with the world why he is starting to panic about soaring food prices. And since that was before food prices really erupted amid broken supply chains, trillions in fiscal stimulus, and exploding commodity costs, we can only imagine the sheer terror he must feel today. He has noted social instabilities have begun around soaring food inflation.</p><p><blockquote>早在去年12月，法国兴业银行的常驻市场怀疑论者艾伯特·爱德华兹就与世界分享了他开始对食品价格飙升感到恐慌的原因。由于那是在供应链断裂、数万亿美元财政刺激和大宗商品成本爆炸式增长的情况下，食品价格真正爆发之前，我们只能想象他今天一定感到多么恐惧。他指出，围绕食品通胀飙升，社会开始出现不稳定。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e5582ae832d11f87e90cb9e4eb5ccbc8\" tg-width=\"500\" tg-height=\"276\">According to the latest United Nations index of world food costs, itclimbedfor a 12th straight month in May, its longest stretch in a decade, rising to the highest in nearly a decade, heightening concerns over bulging grocery bills.</p><p><blockquote>根据最新的联合国世界食品成本指数，5 月份全球食品成本连续第 12 个月攀升，这是十年来持续时间最长的一次，升至近十年来的最高水平，加剧了人们对食品杂货账单不断上涨的担忧。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a4333c994853efc1b54db09a1cb92453\" tg-width=\"500\" tg-height=\"899\">Alex Sanfeliu, head of Cargill's world trading unit, said the bumper harvests for corn and soybeans in the US and Brazil means that supercycles in grains and oilseeds will be shorter in the past. Though he predicted an upward swing in ag prices could be sustained for two to four years. \"The characteristics of the supercycle are there,\" he added.</p><p><blockquote>嘉吉世界贸易部门负责人亚历克斯·桑费利乌表示，美国和巴西玉米和大豆的丰收意味着谷物和油籽的超级周期将比过去更短。尽管他预测农产品价格的上涨可能会持续两到四年。“超级周期的特征是存在的，”他补充道。</blockquote></p><p> Last year, China imported a record amount of soybeans and grains from the US as it rebuilt its swine population. The US was among the largest beneficiary of the buying. China is expected to continue purchasing US farm goods this year as it needs to \"restock\" after the pandemic shock.</p><p><blockquote>去年，随着中国重建生猪数量，中国从美国进口了创纪录数量的大豆和谷物。美国是此次收购的最大受益者之一。预计中国今年将继续购买美国农产品，因为它需要在疫情冲击后“补充库存”。</blockquote></p><p> Marcelo Martins, head of grains and oilseeds at Cofco International, the trading arm of the Chinese state conglomerate, said supply imbalances around the world would persist due to some areas that sustained poor harvest. But, he warned,<i>\"[The supply deficit] is here to stay.\"</i></p><p><blockquote>中国国有企业集团中粮国际旗下贸易部门粮食和油籽主管马塞洛·马丁斯表示，由于一些地区收成不佳，世界各地的供应失衡将持续存在。但是，他警告说，<i>“[供应短缺]将持续下去。”</i></blockquote></p><p> As we've previously noted, parts of South America and the Western half of the US are in a drought, affecting future harvest yields. Especially in the US, amegadroughtis crushing farmers as <i>reservoirs dry up, with many unable to water their crops.</i></p><p><blockquote>正如我们之前提到的，南美洲部分地区和美国西半部正处于干旱之中，影响了未来的收成。特别是在美国，特大干旱压垮了农民<i>水库干涸，许多人无法浇灌庄稼。</i></blockquote></p><p> Meanwhile, the Biden administration set the 2030 greenhouse gas pollution target aimed at increasing biofuels - this means the agricultural product is being diverted for fuel rather than food, driving up prices.</p><p><blockquote>与此同时，拜登政府设定了2030年温室气体污染目标，旨在增加生物燃料——这意味着农产品被转向燃料而不是食品，从而推高了价格。</blockquote></p><p> Paul Maas, chief executive of US agricultural trader Scoular, said biofuels drive \"unprecedented\" demand for soyabean and soya oil prices. As countries reduce their carbon footprint, many turn to the food supply for answers to reduce fossil fuel usage by mixing biofuels into petrol blends.</p><p><blockquote>美国农业交易商 Scoular 首席执行官保罗·马斯 (Paul Maas) 表示，生物燃料推动了大豆和豆油价格“前所未有”的需求。随着各国减少碳足迹，许多国家向食品供应寻求答案，通过将生物燃料混合到汽油混合物中来减少化石燃料的使用。</blockquote></p><p> <i>\"The increased demand is real and we're on the front end of seeing how that all plays out,\" said Maas.</i> While there are several factors top execs point to for higher future ag prices, prices have fallen in the last couple of months and may continue to correct.</p><p><blockquote><i>“需求的增加是真实的，我们正在关注这一切如何发展，”马斯说。</i>尽管高层管理人员指出了未来农业价格上涨的几个因素，但价格在过去几个月已经下跌，并可能继续调整。</blockquote></p><p> Gary McGuigan, head of global trade at Archer Daniels Midland, added some caution to the mini supercycle, indicating significant uncertainties around China's 2021 demand.</p><p><blockquote>Archer Daniels Midland 全球贸易主管 Gary McGuigan 对迷你超级摩托车持谨慎态度，表明中国 2021 年的需求存在重大不确定性。</blockquote></p><p> Perhaps this is more evidence that the Fed's illusionary narrative of \"transitory\" inflation is tearing apart at the seams as food prices are likely to remain elevated for some time due to the various demand dynamics mentioned above.</p><p><blockquote>也许这进一步证明，由于上述各种需求动态，食品价格可能会在一段时间内保持高位，美联储关于“暂时性”通胀的虚幻叙事正在破灭。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/commodities/top-ag-traders-forecast-mini-supercycle\">zerohedge</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":{},"source_url":"https://www.zerohedge.com/commodities/top-ag-traders-forecast-mini-supercycle","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181147458","content_text":"Before the plunge in commodities late in the week, top executives from Cargill, Cofco, Viterra, and Scoular said this week at the FT Commodities Global Summit thata \"mini-supercycle\" in agricultural commodities could be on the horizon, boosted by China demand and increasing use for biofuels.\nThese execs forecasted corn, soybeans, and wheat markets will remain robust over the next two to four years.\n\n\"We certainly see a mini supercycle,\" said David Mattiske, chief executive of Viterra, majority-owned by Glencore, told the FT Commodities Global Summit.\"We're in a demand-driven environment with the themes of a growing population, growing wealth, people consuming more. And added into that we've got increased demand for plant-based fuel,\" Mattiske said.\n\nTaking a look at the S&P GSCI Agriculture Index, a sub-index of the S&P GSCI which provides a broad basket of wheat, corn, soybeans, coffee, sugar, cocoa, and cotton, has been on an absolute tear since the virus pandemic began, up currently 56.6% but down 15% from an eight-year high.\nHigher commodity prices are great news for farmers who can boost incomes and reinvest into operations. Many farmers have seen their net incomes deteriorate over the last decade. But rising agriculture prices mean higher food inflation will hit low-income countries the hardest first, then ripple across the world.\nBack in December, SocGen's resident market skeptic Albert Edwards shared with the world why he is starting to panic about soaring food prices. And since that was before food prices really erupted amid broken supply chains, trillions in fiscal stimulus, and exploding commodity costs, we can only imagine the sheer terror he must feel today. He has noted social instabilities have begun around soaring food inflation.\nAccording to the latest United Nations index of world food costs, itclimbedfor a 12th straight month in May, its longest stretch in a decade, rising to the highest in nearly a decade, heightening concerns over bulging grocery bills.\nAlex Sanfeliu, head of Cargill's world trading unit, said the bumper harvests for corn and soybeans in the US and Brazil means that supercycles in grains and oilseeds will be shorter in the past. Though he predicted an upward swing in ag prices could be sustained for two to four years. \"The characteristics of the supercycle are there,\" he added.\nLast year, China imported a record amount of soybeans and grains from the US as it rebuilt its swine population. The US was among the largest beneficiary of the buying. China is expected to continue purchasing US farm goods this year as it needs to \"restock\" after the pandemic shock.\nMarcelo Martins, head of grains and oilseeds at Cofco International, the trading arm of the Chinese state conglomerate, said supply imbalances around the world would persist due to some areas that sustained poor harvest. But, he warned,\"[The supply deficit] is here to stay.\"\nAs we've previously noted, parts of South America and the Western half of the US are in a drought, affecting future harvest yields. Especially in the US, amegadroughtis crushing farmers as reservoirs dry up, with many unable to water their crops.\nMeanwhile, the Biden administration set the 2030 greenhouse gas pollution target aimed at increasing biofuels - this means the agricultural product is being diverted for fuel rather than food, driving up prices.\nPaul Maas, chief executive of US agricultural trader Scoular, said biofuels drive \"unprecedented\" demand for soyabean and soya oil prices. As countries reduce their carbon footprint, many turn to the food supply for answers to reduce fossil fuel usage by mixing biofuels into petrol blends.\n\n\"The increased demand is real and we're on the front end of seeing how that all plays out,\" said Maas.\n\nWhile there are several factors top execs point to for higher future ag prices, prices have fallen in the last couple of months and may continue to correct.\nGary McGuigan, head of global trade at Archer Daniels Midland, added some caution to the mini supercycle, indicating significant uncertainties around China's 2021 demand.\nPerhaps this is more evidence that the Fed's illusionary narrative of \"transitory\" inflation is tearing apart at the seams as food prices are likely to remain elevated for some time due to the various demand dynamics mentioned above.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190202950,"gmtCreate":1620620752870,"gmtModify":1634197621242,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190202950","repostId":"1134875250","repostType":4,"isVote":1,"tweetType":1,"viewCount":2658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100182418,"gmtCreate":1619589852334,"gmtModify":1634211505421,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100182418","repostId":"1179080270","repostType":4,"isVote":1,"tweetType":1,"viewCount":3124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377580004,"gmtCreate":1619535493608,"gmtModify":1634211960749,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377580004","repostId":"1123159959","repostType":4,"isVote":1,"tweetType":1,"viewCount":2567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375693952,"gmtCreate":1619329404076,"gmtModify":1634274180957,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375693952","repostId":"2129666173","repostType":4,"isVote":1,"tweetType":1,"viewCount":3660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372861573,"gmtCreate":1619191795092,"gmtModify":1634287853565,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372861573","repostId":"1144648815","repostType":4,"repost":{"id":"1144648815","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619184669,"share":"https://www.laohu8.com/m/news/1144648815?lang=zh_CN&edition=full","pubTime":"2021-04-23 21:31","market":"us","language":"en","title":"Stocks open flat, head for losing week on higher tax fears<blockquote>由于税收担忧增加，股市开盘持平，本周将下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144648815","media":"Tiger Newspress","summary":"U.S. stocks were flat on Friday as investors prepared to end a down week for equities amid concerns ","content":"<p>U.S. stocks were flat on Friday as investors prepared to end a down week for equities amid concerns the White House could seek a hike to the capital gains tax.</p><p><blockquote>美国股市周五持平，因担心白宫可能寻求提高资本利得税，投资者准备结束股市下跌的一周。</blockquote></p><p>The S&P 500 rose just 0.2%, while the tech-heavy Nasdaq Composite climbed 0.3%. The Dow Jones Industrial Average fell 24 points amid a decline in American Express and Intel shares.</p><p><blockquote>标普500仅上涨0.2%，而以科技股为主的纳斯达克综合指数上涨0.3%。由于美国运通和英特尔股价下跌，道琼斯工业平均指数下跌24点。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8fd67c9ce79cda3fa7aa36d15ae23e28\" tg-width=\"1046\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts' hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.</p><p><blockquote>英特尔发布低于分析师预期的第二季度盈利指引后，股价下跌超过5%。美国运通(American Express)公布季度收入略低于预期，股价下跌超过4%。</blockquote></p><p>Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.</p><p><blockquote>周四下午，多家新闻媒体报道称，总统乔·拜登将提议对富人征收更高的资本利得税，华尔街股市经历了动荡的交易日。</blockquote></p><p>Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.</p><p><blockquote>彭博新闻社报道称，拜登正计划将美国富人的资本利得税提高至高达43.4%。</blockquote></p><p>The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.</p><p><blockquote>据彭博新闻社援引知情人士的话报道，该提案将把收入100万美元或以上的人的资本利得税率从目前的20%提高到39.6%。路透社和《纽约时报》后来也报道了类似的故事。</blockquote></p><p>\"We expect Congress will pass a scaled back version of this tax increase,\" wrote Goldman Sachs economists in a note. \"We expect Congress will settle on a more modest increase, potentially around 28%.\"</p><p><blockquote>高盛经济学家在一份报告中写道：“我们预计国会将通过此次增税的缩减版本。”“我们预计国会将决定更温和的增幅，可能在28%左右。”</blockquote></p><p>Week to date, the S&P 500, Dow and Nasdaq are down 1.2%, 1.1% and 1.6%, respectively.</p><p><blockquote>本周迄今为止，标普500、道琼斯和纳斯达克分别下跌1.2%、1.1%和1.6%。</blockquote></p><p>Snap shares, meanwhile, jumped 9% after it saidit saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.</p><p><blockquote>与此同时，Snap表示第一季度收入增长加速，用户数量强劲，该公司股价上涨9%。Snap实现了盈亏平衡，营收为7.7亿美元。</blockquote></p><p>Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.</p><p><blockquote>迄今为止，企业在财报季中大多成功超出了华尔街的预期。尽管如此，投资者对第一季度强劲的业绩反应却较为冷淡，迄今为止，投资者尚未抢购业绩最好的公司的股票。</blockquote></p><p>Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.</p><p><blockquote>策略师表示，标普500和道指已经很高的估值以及接近历史新高的水平抑制了交易员的热情。但即使在周四下跌之后，指数仍与历史高点相差不到1.5%。</blockquote></p><p>Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.</p><p><blockquote>根据CoinMetrics的数据，比特币隔夜暴跌，部分原因可能是对更高资本利得税的担忧，该加密货币最近下跌了约8%。以太币等其他加密货币也受到了打击。到目前为止，那里的抛售还没有蔓延到股票等其他风险资产。</blockquote></p><p></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>Stocks open flat, head for losing week on higher tax fears<blockquote>由于税收担忧增加，股市开盘持平，本周将下跌</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\">\nStocks open flat, head for losing week on higher tax fears<blockquote>由于税收担忧增加，股市开盘持平，本周将下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-23 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks were flat on Friday as investors prepared to end a down week for equities amid concerns the White House could seek a hike to the capital gains tax.</p><p><blockquote>美国股市周五持平，因担心白宫可能寻求提高资本利得税，投资者准备结束股市下跌的一周。</blockquote></p><p>The S&P 500 rose just 0.2%, while the tech-heavy Nasdaq Composite climbed 0.3%. The Dow Jones Industrial Average fell 24 points amid a decline in American Express and Intel shares.</p><p><blockquote>标普500仅上涨0.2%，而以科技股为主的纳斯达克综合指数上涨0.3%。由于美国运通和英特尔股价下跌，道琼斯工业平均指数下跌24点。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8fd67c9ce79cda3fa7aa36d15ae23e28\" tg-width=\"1046\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts' hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.</p><p><blockquote>英特尔发布低于分析师预期的第二季度盈利指引后，股价下跌超过5%。美国运通(American Express)公布季度收入略低于预期，股价下跌超过4%。</blockquote></p><p>Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.</p><p><blockquote>周四下午，多家新闻媒体报道称，总统乔·拜登将提议对富人征收更高的资本利得税，华尔街股市经历了动荡的交易日。</blockquote></p><p>Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.</p><p><blockquote>彭博新闻社报道称，拜登正计划将美国富人的资本利得税提高至高达43.4%。</blockquote></p><p>The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.</p><p><blockquote>据彭博新闻社援引知情人士的话报道，该提案将把收入100万美元或以上的人的资本利得税率从目前的20%提高到39.6%。路透社和《纽约时报》后来也报道了类似的故事。</blockquote></p><p>\"We expect Congress will pass a scaled back version of this tax increase,\" wrote Goldman Sachs economists in a note. \"We expect Congress will settle on a more modest increase, potentially around 28%.\"</p><p><blockquote>高盛经济学家在一份报告中写道：“我们预计国会将通过此次增税的缩减版本。”“我们预计国会将决定更温和的增幅，可能在28%左右。”</blockquote></p><p>Week to date, the S&P 500, Dow and Nasdaq are down 1.2%, 1.1% and 1.6%, respectively.</p><p><blockquote>本周迄今为止，标普500、道琼斯和纳斯达克分别下跌1.2%、1.1%和1.6%。</blockquote></p><p>Snap shares, meanwhile, jumped 9% after it saidit saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.</p><p><blockquote>与此同时，Snap表示第一季度收入增长加速，用户数量强劲，该公司股价上涨9%。Snap实现了盈亏平衡，营收为7.7亿美元。</blockquote></p><p>Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.</p><p><blockquote>迄今为止，企业在财报季中大多成功超出了华尔街的预期。尽管如此，投资者对第一季度强劲的业绩反应却较为冷淡，迄今为止，投资者尚未抢购业绩最好的公司的股票。</blockquote></p><p>Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.</p><p><blockquote>策略师表示，标普500和道指已经很高的估值以及接近历史新高的水平抑制了交易员的热情。但即使在周四下跌之后，指数仍与历史高点相差不到1.5%。</blockquote></p><p>Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.</p><p><blockquote>根据CoinMetrics的数据，比特币隔夜暴跌，部分原因可能是对更高资本利得税的担忧，该加密货币最近下跌了约8%。以太币等其他加密货币也受到了打击。到目前为止，那里的抛售还没有蔓延到股票等其他风险资产。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","INTC":"英特尔",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144648815","content_text":"U.S. stocks were flat on Friday as investors prepared to end a down week for equities amid concerns the White House could seek a hike to the capital gains tax.The S&P 500 rose just 0.2%, while the tech-heavy Nasdaq Composite climbed 0.3%. The Dow Jones Industrial Average fell 24 points amid a decline in American Express and Intel shares.Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts' hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.\"We expect Congress will pass a scaled back version of this tax increase,\" wrote Goldman Sachs economists in a note. \"We expect Congress will settle on a more modest increase, potentially around 28%.\"Week to date, the S&P 500, Dow and Nasdaq are down 1.2%, 1.1% and 1.6%, respectively.Snap shares, meanwhile, jumped 9% after it saidit saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"INTC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378331006,"gmtCreate":1618998805505,"gmtModify":1634289329960,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378331006","repostId":"2129942878","repostType":4,"isVote":1,"tweetType":1,"viewCount":2373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371041265,"gmtCreate":1618895789157,"gmtModify":1634290061211,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Like pls ","listText":"Like pls ","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371041265","repostId":"1196225924","repostType":4,"isVote":1,"tweetType":1,"viewCount":2177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371041032,"gmtCreate":1618895744426,"gmtModify":1634290061672,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371041032","repostId":"1196225924","repostType":4,"isVote":1,"tweetType":1,"viewCount":2412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373364978,"gmtCreate":1618823102394,"gmtModify":1634290676901,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373364978","repostId":"1165295576","repostType":4,"isVote":1,"tweetType":1,"viewCount":3727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379403039,"gmtCreate":1618786964621,"gmtModify":1634291008844,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379403039","repostId":"2127834845","repostType":4,"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379409552,"gmtCreate":1618786900876,"gmtModify":1634291009067,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379409552","repostId":"1165321503","repostType":4,"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379400444,"gmtCreate":1618786812088,"gmtModify":1634291010144,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/379400444","repostId":"2128787868","repostType":4,"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379400550,"gmtCreate":1618786793170,"gmtModify":1634291010264,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/379400550","repostId":"2128868471","repostType":4,"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347161404,"gmtCreate":1618475874908,"gmtModify":1634292681016,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347161404","repostId":"1183579370","repostType":2,"repost":{"id":"1183579370","kind":"news","pubTimestamp":1618468852,"share":"https://www.laohu8.com/m/news/1183579370?lang=zh_CN&edition=full","pubTime":"2021-04-15 14:40","market":"us","language":"en","title":"Strategist: Don’t be surprised to see double-digit retail sales growth<blockquote>策略师：看到两位数的零售额增长不要感到惊讶</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183579370","media":"MarketWatch","summary":"March retail sales in the U.S. may have climbed by a double-digit percentage, thanks to the $1,400 s","content":"<p>March retail sales in the U.S. may have climbed by a double-digit percentage, thanks to the $1,400 stimulus checks distributed by the federal government, according to a strategist at a fund manager.</p><p><blockquote>一家基金管理公司的策略师表示，得益于联邦政府发放的1,400美元刺激支票，美国3月份零售额可能增长了两位数的百分比。</blockquote></p><p> The forecast by Jeffrey Schulze, investment strategist at ClearBridge Investments, comes ahead of the release of the data by the Commerce Department on Thursday. Economists polled by Dow Jones Newswires and The Wall Street Journal expect a 6.1% surge.</p><p><blockquote>ClearBridge Investments投资策略师Jeffrey Schulze的预测是在商务部周四公布数据之前做出的。道琼斯通讯社和华尔街日报调查的经济学家预计将飙升6.1%。</blockquote></p><p> Schulze pointed out the $600 checks received in December lifted January retail sales by 8%. “This stimulus package was 2.5 times that size,” he said.</p><p><blockquote>舒尔茨指出，12月份收到的600美元支票使1月份的零售额增长了8%。“这个刺激计划是这个规模的2.5倍，”他说。</blockquote></p><p> He said the U.S. will achieve herd immunity sometime in the second quarter. “And when herd immunity is achieved, it’s going to unleash a tsunami of consumer spending,” he said.</p><p><blockquote>他表示，美国将在第二季度的某个时候实现群体免疫。“当实现群体免疫时，将引发消费者支出的海啸，”他说。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee9004cd741c8262debd77a5dad9a023\" tg-width=\"1260\" tg-height=\"596\"><span>FACTSET/CLEARBRIDGE INVESTMENTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>FACTSET/CLEARBRIDGE投资</span></p></blockquote></p><p> Valuations of stocks, he argues, aren’t stretched. “If anything, analysts are expecting too little earnings growth in 2021 and 2022,” he said. Analysts were behind the curve in the second, third and fourth quarters of 2020, and he expects further upward earnings revisions to come.</p><p><blockquote>他认为，股票估值并没有过高。“如果说有什么不同的话，那就是分析师预计2021年和2022年的盈利增长太少，”他表示。分析师在2020年第二、第三和第四季度落后于曲线，他预计盈利将进一步上调。</blockquote></p><p> That said, he pointed out that markets are often volatile in the second year following a bear market low. If an overshoot in the 10-year yield materialized, that could also unsettle markets.</p><p><blockquote>尽管如此，他指出，市场在熊市低点后的第二年往往会出现波动。如果10年期国债收益率出现超调，也可能扰乱市场。</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>Strategist: Don’t be surprised to see double-digit retail sales growth<blockquote>策略师：看到两位数的零售额增长不要感到惊讶</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\">\nStrategist: Don’t be surprised to see double-digit retail sales growth<blockquote>策略师：看到两位数的零售额增长不要感到惊讶</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-15 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>March retail sales in the U.S. may have climbed by a double-digit percentage, thanks to the $1,400 stimulus checks distributed by the federal government, according to a strategist at a fund manager.</p><p><blockquote>一家基金管理公司的策略师表示，得益于联邦政府发放的1,400美元刺激支票，美国3月份零售额可能增长了两位数的百分比。</blockquote></p><p> The forecast by Jeffrey Schulze, investment strategist at ClearBridge Investments, comes ahead of the release of the data by the Commerce Department on Thursday. Economists polled by Dow Jones Newswires and The Wall Street Journal expect a 6.1% surge.</p><p><blockquote>ClearBridge Investments投资策略师Jeffrey Schulze的预测是在商务部周四公布数据之前做出的。道琼斯通讯社和华尔街日报调查的经济学家预计将飙升6.1%。</blockquote></p><p> Schulze pointed out the $600 checks received in December lifted January retail sales by 8%. “This stimulus package was 2.5 times that size,” he said.</p><p><blockquote>舒尔茨指出，12月份收到的600美元支票使1月份的零售额增长了8%。“这个刺激计划是这个规模的2.5倍，”他说。</blockquote></p><p> He said the U.S. will achieve herd immunity sometime in the second quarter. “And when herd immunity is achieved, it’s going to unleash a tsunami of consumer spending,” he said.</p><p><blockquote>他表示，美国将在第二季度的某个时候实现群体免疫。“当实现群体免疫时，将引发消费者支出的海啸，”他说。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee9004cd741c8262debd77a5dad9a023\" tg-width=\"1260\" tg-height=\"596\"><span>FACTSET/CLEARBRIDGE INVESTMENTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>FACTSET/CLEARBRIDGE投资</span></p></blockquote></p><p> Valuations of stocks, he argues, aren’t stretched. “If anything, analysts are expecting too little earnings growth in 2021 and 2022,” he said. Analysts were behind the curve in the second, third and fourth quarters of 2020, and he expects further upward earnings revisions to come.</p><p><blockquote>他认为，股票估值并没有过高。“如果说有什么不同的话，那就是分析师预计2021年和2022年的盈利增长太少，”他表示。分析师在2020年第二、第三和第四季度落后于曲线，他预计盈利将进一步上调。</blockquote></p><p> That said, he pointed out that markets are often volatile in the second year following a bear market low. If an overshoot in the 10-year yield materialized, that could also unsettle markets.</p><p><blockquote>尽管如此，他指出，市场在熊市低点后的第二年往往会出现波动。如果10年期国债收益率出现超调，也可能扰乱市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/strategist-dont-be-surprised-to-see-double-digit-retail-sales-growth-11618415078?mod=newsviewer_click\">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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/strategist-dont-be-surprised-to-see-double-digit-retail-sales-growth-11618415078?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183579370","content_text":"March retail sales in the U.S. may have climbed by a double-digit percentage, thanks to the $1,400 stimulus checks distributed by the federal government, according to a strategist at a fund manager.\nThe forecast by Jeffrey Schulze, investment strategist at ClearBridge Investments, comes ahead of the release of the data by the Commerce Department on Thursday. Economists polled by Dow Jones Newswires and The Wall Street Journal expect a 6.1% surge.\nSchulze pointed out the $600 checks received in December lifted January retail sales by 8%. “This stimulus package was 2.5 times that size,” he said.\nHe said the U.S. will achieve herd immunity sometime in the second quarter. “And when herd immunity is achieved, it’s going to unleash a tsunami of consumer spending,” he said.\nFACTSET/CLEARBRIDGE INVESTMENTS\nValuations of stocks, he argues, aren’t stretched. “If anything, analysts are expecting too little earnings growth in 2021 and 2022,” he said. Analysts were behind the curve in the second, third and fourth quarters of 2020, and he expects further upward earnings revisions to come.\nThat said, he pointed out that markets are often volatile in the second year following a bear market low. If an overshoot in the 10-year yield materialized, that could also unsettle 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:1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167256225","repostId":"1181147458","repostType":4,"repost":{"id":"1181147458","kind":"news","pubTimestamp":1624269824,"share":"https://www.laohu8.com/m/news/1181147458?lang=zh_CN&edition=full","pubTime":"2021-06-21 18:03","market":"fut","language":"en","title":"Top Ag Traders Forecast \"Mini Supercycle\"<blockquote>顶级农业交易员预测“迷你超级周期”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181147458","media":"zerohedge","summary":"Before the plunge in commodities late in the week, top executives from Cargill, Cofco, Viterra, and ","content":"<p>Before the plunge in commodities late in the week, top executives from Cargill, Cofco, Viterra, and Scoular said this week at the FT Commodities Global Summit that<b>a \"mini-supercycle\" in agricultural commodities could be on the horizon, boosted by China demand and increasing use for biofuels.</b></p><p><blockquote>在本周晚些时候大宗商品暴跌之前，嘉吉、中粮、维特拉和斯考拉的高管本周在英国《金融时报》大宗商品全球峰会上表示，<b>在中国需求和生物燃料使用增加的推动下，农产品的“迷你超级周期”可能即将到来。</b></blockquote></p><p> These execs forecasted corn, soybeans, and wheat markets will remain robust over the next two to four years.</p><p><blockquote>这些高管预测，未来两到四年玉米、大豆和小麦市场将保持强劲。</blockquote></p><p> <i>\"We certainly see a mini supercycle,\" said David Mattiske, chief executive of Viterra, majority-owned by Glencore, told the FT Commodities Global Summit.\"We're in a demand-driven environment with the themes of a growing population, growing wealth, people consuming more. And added into that we've got increased demand for plant-based fuel,\" Mattiske said.</i> Taking a look at the S&P GSCI Agriculture Index, a sub-index of the S&P GSCI which provides a broad basket of wheat, corn, soybeans, coffee, sugar, cocoa, and cotton, has been on an absolute tear since the virus pandemic began, up currently 56.6% but down 15% from an eight-year high.</p><p><blockquote><i>嘉能可控股的 Viterra 首席执行官大卫·马蒂斯克 (David Mattiske) 在英国《金融时报》大宗商品全球峰会上表示：“我们确实看到了一辆迷你超级摩托车。”我们处于一个需求驱动的环境中，其主题是人口增长、财富增长、人们消费更多。此外，我们对植物燃料的需求也在增加，”马蒂斯克说。</i>看看标准普尔GSCI农业指数，这是标准普尔GSCI的一个子指数，提供了广泛的小麦、玉米、大豆、咖啡、糖、可可和棉花，自病毒大流行开始以来一直处于绝对的撕裂状态，目前上涨了56.6%，但比八年高点下降了15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a6c8adc05faef6f0eb37acdd37b9e6d2\" tg-width=\"500\" tg-height=\"345\">Higher commodity prices are great news for farmers who can boost incomes and reinvest into operations. Many farmers have seen their net incomes deteriorate over the last decade. But rising agriculture prices mean higher food inflation will hit low-income countries the hardest first, then ripple across the world.</p><p><blockquote>大宗商品价格上涨对农民来说是个好消息，他们可以增加收入并进行再投资。许多农民的净收入在过去十年中恶化。但农产品价格上涨意味着更高的食品通胀将首先对低收入国家造成最严重的打击，然后波及全球。</blockquote></p><p> Back in December, SocGen's resident market skeptic Albert Edwards shared with the world why he is starting to panic about soaring food prices. And since that was before food prices really erupted amid broken supply chains, trillions in fiscal stimulus, and exploding commodity costs, we can only imagine the sheer terror he must feel today. He has noted social instabilities have begun around soaring food inflation.</p><p><blockquote>早在去年12月，法国兴业银行的常驻市场怀疑论者艾伯特·爱德华兹就与世界分享了他开始对食品价格飙升感到恐慌的原因。由于那是在供应链断裂、数万亿美元财政刺激和大宗商品成本爆炸式增长的情况下，食品价格真正爆发之前，我们只能想象他今天一定感到多么恐惧。他指出，围绕食品通胀飙升，社会开始出现不稳定。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e5582ae832d11f87e90cb9e4eb5ccbc8\" tg-width=\"500\" tg-height=\"276\">According to the latest United Nations index of world food costs, itclimbedfor a 12th straight month in May, its longest stretch in a decade, rising to the highest in nearly a decade, heightening concerns over bulging grocery bills.</p><p><blockquote>根据最新的联合国世界食品成本指数，5 月份全球食品成本连续第 12 个月攀升，这是十年来持续时间最长的一次，升至近十年来的最高水平，加剧了人们对食品杂货账单不断上涨的担忧。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a4333c994853efc1b54db09a1cb92453\" tg-width=\"500\" tg-height=\"899\">Alex Sanfeliu, head of Cargill's world trading unit, said the bumper harvests for corn and soybeans in the US and Brazil means that supercycles in grains and oilseeds will be shorter in the past. Though he predicted an upward swing in ag prices could be sustained for two to four years. \"The characteristics of the supercycle are there,\" he added.</p><p><blockquote>嘉吉世界贸易部门负责人亚历克斯·桑费利乌表示，美国和巴西玉米和大豆的丰收意味着谷物和油籽的超级周期将比过去更短。尽管他预测农产品价格的上涨可能会持续两到四年。“超级周期的特征是存在的，”他补充道。</blockquote></p><p> Last year, China imported a record amount of soybeans and grains from the US as it rebuilt its swine population. The US was among the largest beneficiary of the buying. China is expected to continue purchasing US farm goods this year as it needs to \"restock\" after the pandemic shock.</p><p><blockquote>去年，随着中国重建生猪数量，中国从美国进口了创纪录数量的大豆和谷物。美国是此次收购的最大受益者之一。预计中国今年将继续购买美国农产品，因为它需要在疫情冲击后“补充库存”。</blockquote></p><p> Marcelo Martins, head of grains and oilseeds at Cofco International, the trading arm of the Chinese state conglomerate, said supply imbalances around the world would persist due to some areas that sustained poor harvest. But, he warned,<i>\"[The supply deficit] is here to stay.\"</i></p><p><blockquote>中国国有企业集团中粮国际旗下贸易部门粮食和油籽主管马塞洛·马丁斯表示，由于一些地区收成不佳，世界各地的供应失衡将持续存在。但是，他警告说，<i>“[供应短缺]将持续下去。”</i></blockquote></p><p> As we've previously noted, parts of South America and the Western half of the US are in a drought, affecting future harvest yields. Especially in the US, amegadroughtis crushing farmers as <i>reservoirs dry up, with many unable to water their crops.</i></p><p><blockquote>正如我们之前提到的，南美洲部分地区和美国西半部正处于干旱之中，影响了未来的收成。特别是在美国，特大干旱压垮了农民<i>水库干涸，许多人无法浇灌庄稼。</i></blockquote></p><p> Meanwhile, the Biden administration set the 2030 greenhouse gas pollution target aimed at increasing biofuels - this means the agricultural product is being diverted for fuel rather than food, driving up prices.</p><p><blockquote>与此同时，拜登政府设定了2030年温室气体污染目标，旨在增加生物燃料——这意味着农产品被转向燃料而不是食品，从而推高了价格。</blockquote></p><p> Paul Maas, chief executive of US agricultural trader Scoular, said biofuels drive \"unprecedented\" demand for soyabean and soya oil prices. As countries reduce their carbon footprint, many turn to the food supply for answers to reduce fossil fuel usage by mixing biofuels into petrol blends.</p><p><blockquote>美国农业交易商 Scoular 首席执行官保罗·马斯 (Paul Maas) 表示，生物燃料推动了大豆和豆油价格“前所未有”的需求。随着各国减少碳足迹，许多国家向食品供应寻求答案，通过将生物燃料混合到汽油混合物中来减少化石燃料的使用。</blockquote></p><p> <i>\"The increased demand is real and we're on the front end of seeing how that all plays out,\" said Maas.</i> While there are several factors top execs point to for higher future ag prices, prices have fallen in the last couple of months and may continue to correct.</p><p><blockquote><i>“需求的增加是真实的，我们正在关注这一切如何发展，”马斯说。</i>尽管高层管理人员指出了未来农业价格上涨的几个因素，但价格在过去几个月已经下跌，并可能继续调整。</blockquote></p><p> Gary McGuigan, head of global trade at Archer Daniels Midland, added some caution to the mini supercycle, indicating significant uncertainties around China's 2021 demand.</p><p><blockquote>Archer Daniels Midland 全球贸易主管 Gary McGuigan 对迷你超级摩托车持谨慎态度，表明中国 2021 年的需求存在重大不确定性。</blockquote></p><p> Perhaps this is more evidence that the Fed's illusionary narrative of \"transitory\" inflation is tearing apart at the seams as food prices are likely to remain elevated for some time due to the various demand dynamics mentioned above.</p><p><blockquote>也许这进一步证明，由于上述各种需求动态，食品价格可能会在一段时间内保持高位，美联储关于“暂时性”通胀的虚幻叙事正在破灭。</blockquote></p><p></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>Top Ag Traders Forecast \"Mini Supercycle\"<blockquote>顶级农业交易员预测“迷你超级周期”</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; 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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\">\nTop Ag Traders Forecast \"Mini Supercycle\"<blockquote>顶级农业交易员预测“迷你超级周期”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-21 18:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Before the plunge in commodities late in the week, top executives from Cargill, Cofco, Viterra, and Scoular said this week at the FT Commodities Global Summit that<b>a \"mini-supercycle\" in agricultural commodities could be on the horizon, boosted by China demand and increasing use for biofuels.</b></p><p><blockquote>在本周晚些时候大宗商品暴跌之前，嘉吉、中粮、维特拉和斯考拉的高管本周在英国《金融时报》大宗商品全球峰会上表示，<b>在中国需求和生物燃料使用增加的推动下，农产品的“迷你超级周期”可能即将到来。</b></blockquote></p><p> These execs forecasted corn, soybeans, and wheat markets will remain robust over the next two to four years.</p><p><blockquote>这些高管预测，未来两到四年玉米、大豆和小麦市场将保持强劲。</blockquote></p><p> <i>\"We certainly see a mini supercycle,\" said David Mattiske, chief executive of Viterra, majority-owned by Glencore, told the FT Commodities Global Summit.\"We're in a demand-driven environment with the themes of a growing population, growing wealth, people consuming more. And added into that we've got increased demand for plant-based fuel,\" Mattiske said.</i> Taking a look at the S&P GSCI Agriculture Index, a sub-index of the S&P GSCI which provides a broad basket of wheat, corn, soybeans, coffee, sugar, cocoa, and cotton, has been on an absolute tear since the virus pandemic began, up currently 56.6% but down 15% from an eight-year high.</p><p><blockquote><i>嘉能可控股的 Viterra 首席执行官大卫·马蒂斯克 (David Mattiske) 在英国《金融时报》大宗商品全球峰会上表示：“我们确实看到了一辆迷你超级摩托车。”我们处于一个需求驱动的环境中，其主题是人口增长、财富增长、人们消费更多。此外，我们对植物燃料的需求也在增加，”马蒂斯克说。</i>看看标准普尔GSCI农业指数，这是标准普尔GSCI的一个子指数，提供了广泛的小麦、玉米、大豆、咖啡、糖、可可和棉花，自病毒大流行开始以来一直处于绝对的撕裂状态，目前上涨了56.6%，但比八年高点下降了15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a6c8adc05faef6f0eb37acdd37b9e6d2\" tg-width=\"500\" tg-height=\"345\">Higher commodity prices are great news for farmers who can boost incomes and reinvest into operations. Many farmers have seen their net incomes deteriorate over the last decade. But rising agriculture prices mean higher food inflation will hit low-income countries the hardest first, then ripple across the world.</p><p><blockquote>大宗商品价格上涨对农民来说是个好消息，他们可以增加收入并进行再投资。许多农民的净收入在过去十年中恶化。但农产品价格上涨意味着更高的食品通胀将首先对低收入国家造成最严重的打击，然后波及全球。</blockquote></p><p> Back in December, SocGen's resident market skeptic Albert Edwards shared with the world why he is starting to panic about soaring food prices. And since that was before food prices really erupted amid broken supply chains, trillions in fiscal stimulus, and exploding commodity costs, we can only imagine the sheer terror he must feel today. He has noted social instabilities have begun around soaring food inflation.</p><p><blockquote>早在去年12月，法国兴业银行的常驻市场怀疑论者艾伯特·爱德华兹就与世界分享了他开始对食品价格飙升感到恐慌的原因。由于那是在供应链断裂、数万亿美元财政刺激和大宗商品成本爆炸式增长的情况下，食品价格真正爆发之前，我们只能想象他今天一定感到多么恐惧。他指出，围绕食品通胀飙升，社会开始出现不稳定。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e5582ae832d11f87e90cb9e4eb5ccbc8\" tg-width=\"500\" tg-height=\"276\">According to the latest United Nations index of world food costs, itclimbedfor a 12th straight month in May, its longest stretch in a decade, rising to the highest in nearly a decade, heightening concerns over bulging grocery bills.</p><p><blockquote>根据最新的联合国世界食品成本指数，5 月份全球食品成本连续第 12 个月攀升，这是十年来持续时间最长的一次，升至近十年来的最高水平，加剧了人们对食品杂货账单不断上涨的担忧。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a4333c994853efc1b54db09a1cb92453\" tg-width=\"500\" tg-height=\"899\">Alex Sanfeliu, head of Cargill's world trading unit, said the bumper harvests for corn and soybeans in the US and Brazil means that supercycles in grains and oilseeds will be shorter in the past. Though he predicted an upward swing in ag prices could be sustained for two to four years. \"The characteristics of the supercycle are there,\" he added.</p><p><blockquote>嘉吉世界贸易部门负责人亚历克斯·桑费利乌表示，美国和巴西玉米和大豆的丰收意味着谷物和油籽的超级周期将比过去更短。尽管他预测农产品价格的上涨可能会持续两到四年。“超级周期的特征是存在的，”他补充道。</blockquote></p><p> Last year, China imported a record amount of soybeans and grains from the US as it rebuilt its swine population. The US was among the largest beneficiary of the buying. China is expected to continue purchasing US farm goods this year as it needs to \"restock\" after the pandemic shock.</p><p><blockquote>去年，随着中国重建生猪数量，中国从美国进口了创纪录数量的大豆和谷物。美国是此次收购的最大受益者之一。预计中国今年将继续购买美国农产品，因为它需要在疫情冲击后“补充库存”。</blockquote></p><p> Marcelo Martins, head of grains and oilseeds at Cofco International, the trading arm of the Chinese state conglomerate, said supply imbalances around the world would persist due to some areas that sustained poor harvest. But, he warned,<i>\"[The supply deficit] is here to stay.\"</i></p><p><blockquote>中国国有企业集团中粮国际旗下贸易部门粮食和油籽主管马塞洛·马丁斯表示，由于一些地区收成不佳，世界各地的供应失衡将持续存在。但是，他警告说，<i>“[供应短缺]将持续下去。”</i></blockquote></p><p> As we've previously noted, parts of South America and the Western half of the US are in a drought, affecting future harvest yields. Especially in the US, amegadroughtis crushing farmers as <i>reservoirs dry up, with many unable to water their crops.</i></p><p><blockquote>正如我们之前提到的，南美洲部分地区和美国西半部正处于干旱之中，影响了未来的收成。特别是在美国，特大干旱压垮了农民<i>水库干涸，许多人无法浇灌庄稼。</i></blockquote></p><p> Meanwhile, the Biden administration set the 2030 greenhouse gas pollution target aimed at increasing biofuels - this means the agricultural product is being diverted for fuel rather than food, driving up prices.</p><p><blockquote>与此同时，拜登政府设定了2030年温室气体污染目标，旨在增加生物燃料——这意味着农产品被转向燃料而不是食品，从而推高了价格。</blockquote></p><p> Paul Maas, chief executive of US agricultural trader Scoular, said biofuels drive \"unprecedented\" demand for soyabean and soya oil prices. As countries reduce their carbon footprint, many turn to the food supply for answers to reduce fossil fuel usage by mixing biofuels into petrol blends.</p><p><blockquote>美国农业交易商 Scoular 首席执行官保罗·马斯 (Paul Maas) 表示，生物燃料推动了大豆和豆油价格“前所未有”的需求。随着各国减少碳足迹，许多国家向食品供应寻求答案，通过将生物燃料混合到汽油混合物中来减少化石燃料的使用。</blockquote></p><p> <i>\"The increased demand is real and we're on the front end of seeing how that all plays out,\" said Maas.</i> While there are several factors top execs point to for higher future ag prices, prices have fallen in the last couple of months and may continue to correct.</p><p><blockquote><i>“需求的增加是真实的，我们正在关注这一切如何发展，”马斯说。</i>尽管高层管理人员指出了未来农业价格上涨的几个因素，但价格在过去几个月已经下跌，并可能继续调整。</blockquote></p><p> Gary McGuigan, head of global trade at Archer Daniels Midland, added some caution to the mini supercycle, indicating significant uncertainties around China's 2021 demand.</p><p><blockquote>Archer Daniels Midland 全球贸易主管 Gary McGuigan 对迷你超级摩托车持谨慎态度，表明中国 2021 年的需求存在重大不确定性。</blockquote></p><p> Perhaps this is more evidence that the Fed's illusionary narrative of \"transitory\" inflation is tearing apart at the seams as food prices are likely to remain elevated for some time due to the various demand dynamics mentioned above.</p><p><blockquote>也许这进一步证明，由于上述各种需求动态，食品价格可能会在一段时间内保持高位，美联储关于“暂时性”通胀的虚幻叙事正在破灭。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/commodities/top-ag-traders-forecast-mini-supercycle\">zerohedge</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":{},"source_url":"https://www.zerohedge.com/commodities/top-ag-traders-forecast-mini-supercycle","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181147458","content_text":"Before the plunge in commodities late in the week, top executives from Cargill, Cofco, Viterra, and Scoular said this week at the FT Commodities Global Summit thata \"mini-supercycle\" in agricultural commodities could be on the horizon, boosted by China demand and increasing use for biofuels.\nThese execs forecasted corn, soybeans, and wheat markets will remain robust over the next two to four years.\n\n\"We certainly see a mini supercycle,\" said David Mattiske, chief executive of Viterra, majority-owned by Glencore, told the FT Commodities Global Summit.\"We're in a demand-driven environment with the themes of a growing population, growing wealth, people consuming more. And added into that we've got increased demand for plant-based fuel,\" Mattiske said.\n\nTaking a look at the S&P GSCI Agriculture Index, a sub-index of the S&P GSCI which provides a broad basket of wheat, corn, soybeans, coffee, sugar, cocoa, and cotton, has been on an absolute tear since the virus pandemic began, up currently 56.6% but down 15% from an eight-year high.\nHigher commodity prices are great news for farmers who can boost incomes and reinvest into operations. Many farmers have seen their net incomes deteriorate over the last decade. But rising agriculture prices mean higher food inflation will hit low-income countries the hardest first, then ripple across the world.\nBack in December, SocGen's resident market skeptic Albert Edwards shared with the world why he is starting to panic about soaring food prices. And since that was before food prices really erupted amid broken supply chains, trillions in fiscal stimulus, and exploding commodity costs, we can only imagine the sheer terror he must feel today. He has noted social instabilities have begun around soaring food inflation.\nAccording to the latest United Nations index of world food costs, itclimbedfor a 12th straight month in May, its longest stretch in a decade, rising to the highest in nearly a decade, heightening concerns over bulging grocery bills.\nAlex Sanfeliu, head of Cargill's world trading unit, said the bumper harvests for corn and soybeans in the US and Brazil means that supercycles in grains and oilseeds will be shorter in the past. Though he predicted an upward swing in ag prices could be sustained for two to four years. \"The characteristics of the supercycle are there,\" he added.\nLast year, China imported a record amount of soybeans and grains from the US as it rebuilt its swine population. The US was among the largest beneficiary of the buying. China is expected to continue purchasing US farm goods this year as it needs to \"restock\" after the pandemic shock.\nMarcelo Martins, head of grains and oilseeds at Cofco International, the trading arm of the Chinese state conglomerate, said supply imbalances around the world would persist due to some areas that sustained poor harvest. But, he warned,\"[The supply deficit] is here to stay.\"\nAs we've previously noted, parts of South America and the Western half of the US are in a drought, affecting future harvest yields. Especially in the US, amegadroughtis crushing farmers as reservoirs dry up, with many unable to water their crops.\nMeanwhile, the Biden administration set the 2030 greenhouse gas pollution target aimed at increasing biofuels - this means the agricultural product is being diverted for fuel rather than food, driving up prices.\nPaul Maas, chief executive of US agricultural trader Scoular, said biofuels drive \"unprecedented\" demand for soyabean and soya oil prices. As countries reduce their carbon footprint, many turn to the food supply for answers to reduce fossil fuel usage by mixing biofuels into petrol blends.\n\n\"The increased demand is real and we're on the front end of seeing how that all plays out,\" said Maas.\n\nWhile there are several factors top execs point to for higher future ag prices, prices have fallen in the last couple of months and may continue to correct.\nGary McGuigan, head of global trade at Archer Daniels Midland, added some caution to the mini supercycle, indicating significant uncertainties around China's 2021 demand.\nPerhaps this is more evidence that the Fed's illusionary narrative of \"transitory\" inflation is tearing apart at the seams as food prices are likely to remain elevated for some time due to the various demand dynamics mentioned above.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190202950,"gmtCreate":1620620752870,"gmtModify":1634197621242,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190202950","repostId":"1134875250","repostType":4,"isVote":1,"tweetType":1,"viewCount":2658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377580004,"gmtCreate":1619535493608,"gmtModify":1634211960749,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377580004","repostId":"1123159959","repostType":4,"isVote":1,"tweetType":1,"viewCount":2567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100182418,"gmtCreate":1619589852334,"gmtModify":1634211505421,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100182418","repostId":"1179080270","repostType":4,"isVote":1,"tweetType":1,"viewCount":3124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375693952,"gmtCreate":1619329404076,"gmtModify":1634274180957,"author":{"id":"3568439939709340","authorId":"3568439939709340","name":"Musyaffaq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568439939709340","authorIdStr":"3568439939709340"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375693952","repostId":"2129666173","repostType":4,"isVote":1,"tweetType":1,"viewCount":3660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
