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- NeshiNeoNeshiNeo
  ·2021-09-24
  i can't understand this. Guess i have a lot more to learn =(
  Nomura Reveals 'The Flow To Know' As Markets Reverse From Selling To "Big Rally"<blockquote>野村证券揭示了随着市场从抛售逆转为“大幅反弹”的“知识流”</blockquote>
  In the end, despite a generally unexpected upward shift in the FOMC dots which pushed the median 202
  Nomura Reveals 'The Flow To Know' As Markets Reverse From Selling To "Big Rally"<blockquote>野村证券揭示了随着市场从抛售逆转为“大幅反弹”的“知识流”</blockquote>
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- NeshiNeoNeshiNeo
  ·2021-08-07
  Good to know
  非常抱歉，此主贴已删除
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- NeshiNeoNeshiNeo
  ·2021-08-06
  [强] [强] [强]
  非常抱歉，此主贴已删除
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- NeshiNeoNeshiNeo
  ·2021-08-06
  [强]
  Toplines Before US Market Open On Friday<blockquote>周五美国市场开盘前的营收</blockquote>
  Payrolls data exceed estimates; U.S. index futures mixed. Nonfarm payrolls increase 943,000 in July
  Toplines Before US Market Open On Friday<blockquote>周五美国市场开盘前的营收</blockquote>
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- NeshiNeoNeshiNeo
  ·2021-07-03
  Testing
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can't understand this. Guess i have a lot more to learn =(","listText":"i can't understand this. Guess i have a lot more to learn =(","text":"i can't understand this. Guess i have a lot more to learn =(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861670761","repostId":"1136813013","repostType":4,"repost":{"id":"1136813013","kind":"news","pubTimestamp":1632469518,"share":"https://www.laohu8.com/m/news/1136813013?lang=zh_CN&edition=full","pubTime":"2021-09-24 15:45","market":"us","language":"en","title":"Nomura Reveals 'The Flow To Know' As Markets Reverse From Selling To \"Big Rally\"<blockquote>野村证券揭示了随着市场从抛售逆转为“大幅反弹”的“知识流”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136813013","media":"zerohedge","summary":"In the end, despite a generally unexpected upward shift in the FOMC dots which pushed the median 202","content":"<p>In the end, despite a generally unexpected upward shift in the FOMC dots which pushed the median 2022 dot to indicate one rate hike next year (and another 2 each in 2023 and 2024), the outcome was not nearly the \"hawkish surprise\" that Nomura'sCharlie McElligott warnedcould tip the market sharply lower... or higher (especially since the market believes that the Fed will end its hiking plans well before they are fully executed, giving the Fed just 1% of breathing room).</p><p><blockquote>最终，尽管FOMC dots普遍出人意料地向上移动，推动2022年dot中值表明明年加息一次（2023年和2024年各加息两次），但结果远不是野村证券的“鹰派惊喜”查理·麦克埃利戈特警告称，这可能会导致市场大幅下跌……或更高（特别是因为市场认为美联储将在加息计划完全执行之前就结束加息计划，仅给美联储1%的喘息空间）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e13e4ae58887c841b040aa80efd9222\" tg-width=\"960\" tg-height=\"468\" width=\"100%\" height=\"auto\">Commenting on the FOMC announcement this morning, the Nomura quant summarized it as a<b>“low surprises” yet still incrementally more \"hawkish\" Fed:</b></p><p><blockquote>野村量化分析师在评论今天上午FOMC的公告时将其总结为<b>“意外较低”但美联储仍逐渐变得更加“鹰派”：</b></blockquote></p><p> <ol>  <li>November taper in-line</li>  <li>Taper length marginal surprise with goal to end mid-year, but still implies near the “expected” $10B / $5B per month reduction</li>  <li>Where a more “hawkish” dot plot is being viewed somewhat skeptically by the market on account of “a lot of hikes in a short period of time” with 6.5 hikes by end ’24, in addition to upcoming voter / non-voter member turnover which muddles dovish / hawkish balances of voters</li>  <li>Continued “both sides of mouth” language from Powell, yet again going out of his way to separate the “end of tapering” from the beginning of rate hikes, while noting the policy rate as still accommodative)</li> </ol> All-in, McElligott called the announcement a “low surprise” Fed, which cleared us of “event-risk” while avoiding any sort of “(hawkish) Rate Shock,” as 10Y yields continue their chop inside the well-established range \"despite obvious impacts on curves of course, as front (Reds) through belly reprices further, while long end / duration rallied and closed at best levels on the day—because ultimately, taking multple steps closer to removing accomodation ultimately means “tighter financial conditions” that will moderate the economy down the road.\"</p><p><blockquote><ol><li>11月锥度在线</li><li>缩减长度略有意外，目标是在年中结束，但仍意味着接近“预期”每月减少100亿美元/50亿美元</li><li>市场对更“鹰派”的点图持怀疑态度，因为“短期内有很多上涨”，到24年底增加了6.5个，加上选民/非选民的即将到来，这使得选民之间鸽派/鹰派的平衡变得混乱</li><li>鲍威尔继续使用“两面三刀”的语言，再次刻意将“缩减结束”与加息开始分开，同时指出政策利率仍然宽松）</li></ol>总而言之，McElligott称美联储的这一声明“不足为奇”，它消除了我们的“事件风险”，同时避免了任何形式的“（鹰派）利率冲击”，因为10年期国债收益率继续在既定区间内波动，“尽管对曲线有明显影响，因为前端（红色）通过腹部进一步重新定价，而长端/久期反弹并收于当天的最佳水平——因为最终，采取多项措施接近取消宽松最终意味着“金融状况收紧”，这将减缓未来的经济。”</blockquote></p><p> Indeed, one look at the 10Y year today suggests that the market is finally waking up with the 10Y surging to 1.40%, the first time since July.</p><p><blockquote>事实上，今天看一下10年期利率就会发现，市场终于觉醒了，10年期利率飙升至1.40%，这是自7月份以来的首次。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bfeec4af40cada0841b86e85780df5b2\" tg-width=\"1182\" tg-height=\"611\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> So with a removal of the primary catalyst for larger rate volatility, the Nomura strategist notes this also \"further closes the recent (and awesome) “window for volatility expansion” within the Equities Vol complex, which opened around last week’s Op-Ex cycle turn, and brought with it incredible (and long-awaited) Vol / Stock movement (SPX -4.1% in 3 days hi / lo).\"</p><p><blockquote>因此，野村证券策略师指出，随着利率波动较大的主要催化剂的消除，这也“进一步关闭了股票波动综合体中最近（且令人敬畏）”的波动性扩张窗口，该窗口是在上周的Op-Ex周期转向前后打开的，并带来了令人难以置信的（也是期待已久的）成交量/股票变动（SPX在3天内上涨/下跌-4.1%）。”</blockquote></p><p> This then takes us back to a point McElligott has made repeatedly in recent days, namely the “<i>conditioned per back-test”</i>appearance of<i>“reflexive vol sellers”</i>in arresting the crescendoing US Equities selloff peaking which were cratering Monday afternoon, which materialized most notably in the form of Put sellers harvesting rich downside Vols into the accelerating drawdown, in addition to funds monetizing their actual downside hedges, both of which Nomura pointed out before<b>created lots of Delta to buy in the process which then rallied the tape off the lows into the closing bounce</b></p><p><blockquote>这就把我们带回了麦克利戈特最近几天反复提出的一个观点，即“<i>根据回溯测试进行调节”</i>外观<i>“反身卷卖家”</i>为了阻止周一下午陷入困境的美国股市抛售见顶，这种抛售最明显的表现是卖家在加速下跌中收获了大量下跌，此外还有基金将实际的下跌对冲货币化，野村证券此前曾指出过这两种情况<b>在此过程中创造了大量的Delta买入，然后将磁带从低点反弹到收盘反弹</b></blockquote></p><p> However, in a notable departure from this downside Vol harvesting and hedge monetization, one small, baby-step positive development observed by Nomura is that the<b>SPX Put Skew has come off that prior 99.9%ile “boil”</b>and inflected&nbsp; into something at least a touch less extreme, with McElligott now seeing SPX 1m Put Skew @ 96.8%ile / 3m Put Skew @ 96.9%ile, down from near record highs.</p><p><blockquote>然而，与这种下行的成交量收获和对冲货币化明显不同的是，野村证券观察到的一个小的、小步的积极发展是<b>SPX看跌期权偏差已脱离之前99.9%ile“沸腾”</b>McElligott现在看到SPX 1m看跌期权偏斜@96.8%ile/3m看跌期权偏斜@96.9%ile，从接近历史高点回落。</blockquote></p><p> Additionally, the bank continues to see<b>more profit-taking from “long vol” positions in the VIX ETN space,</b>with the Net (long) Vega position over the past week having decreased by 8.1mm as traders monetized into the Vol spike.</p><p><blockquote>此外，该银行继续看到<b>VIX ETN领域的“多头vol”头寸有更多获利了结，</b>过去一周Vega的净（多头）头寸减少了8.1毫米，因为交易者将成交量飙升货币化。</blockquote></p><p> Perhaps most notably, we have also witnessed saw the appearance of some rare buyers of equity upside vol yesterday into the rally, when about an hour into yesterday’s US cash session, 3 large SPY Call Spreads traded,<b>creating ~$1 billion of Delta to buy across aggregated hedges:</b></p><p><blockquote>也许最值得注意的是，我们还目睹了昨天股市上涨vol的一些罕见买家出现在反弹中，昨天美国现金交易时段约一小时后，3个大型SPDR标普500指数ETF看涨期权价差交易，<b>创建约10亿美元的Delta用于购买综合对冲：</b></blockquote></p><p> <ul>  <li>Buyer of 43k SPY Oct 443/452 Call Spreads for $3.89 (463M delta, 670k vega)</li>  <li>Buyer of 32k SPY Nov 448/460 Call Spreads for $4.36 (236M delta, 635k vega)</li>  <li>Buyer of 26k SPY Dec 31st 448/470 Call Spreads for $7.91 (263M delta, 900k vega)</li> </ul> There were several other bullish expressions, including someone taking bullish shots in the \"utterly left-for-dead\" China, with FXI Jan 42 Calls bought and the sale of 7700 EEM Jan 51 Puts.</p><p><blockquote><ul><li>4.3万SPDR标普500指数ETF Oct 443/452看涨期权买家价差为3.89美元（4.63亿delta，67万vega）</li><li>3.2万SPDR标普500指数ETF Nov 448/460看涨期权的买家价差为4.36美元（2.36亿delta，63.5万vega）</li><li>26K SPDR标普500指数ETF买家12月31日448/470看涨期权价差为7.91美元（2.63亿delta，90万vega）</li></ul>还有其他几个看涨表达，包括有人在“完全死亡”的中国进行看涨，FXI 1月42日买入评级，1月51日卖出7700 EEM看跌期权。</blockquote></p><p> Yet despite the return of such scattered bullish flows, McElligott notes that<b>there remains much angst in the Vol space</b>(Skew still roofed as downside demand remaining extreme), versus still “pervasive skepticism” towards broad Equities upside index / ETF / sectors / industries (Call Skew still nuked)</p><p><blockquote>然而，尽管这种分散的看涨流又回来了，McElligott指出<b>Vol空间仍然存在很多焦虑</b>（由于下行需求仍然极端，倾斜仍然受到限制），而对广泛的股票上行指数/ETF/行业/行业仍然“普遍怀疑”（看涨期权倾斜仍然受到攻击）</blockquote></p><p></p><p> <ul>  <li>SPX (Mega-Cap US Eq) 1m Skew 98.8%ile, 3m Skew 99.1%ile; vs no upside love, with 1m Call Skew 0.5%ile, 3m Call Skew 1.3%ile</li>  <li>QQQ (Nasdaq / Secular Growth / Tech) 1m Skew 99.0%ile, 3m Skew 96.7%ile; while 1m Call Skew just nowhere at 0.8%ile, 3m Call Skew 4.4%ile</li>  <li>IWM (Russell / Small Cap) 1m Skew 86.6%ile; no love for upside tho with 1m Call Skew 16.5%ile</li>  <li>FXI (China) 1m Skew 92.8%ile, 3m Skew 82.9%ile; but still seeing negligible desire for upside with 1m Call Skew 14.5%ile</li>  <li>FWIW, the only “upside tail” / bid to Call Skew remains parked in those “inflation sensitive” idiosycratic spots like OIH / XOP / XLE / SMH</li> </ul> <img src=\"https://static.tigerbbs.com/9a405277832d0c5418f9ce18cab47f2a\" tg-width=\"1132\" tg-height=\"970\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>SPX（Mega-Cap US Eq）1m偏差为98.8%，3m偏差为99.1%；与没有上行空间的爱，100万看涨期权偏差0.5%，3m看涨期权偏差1.3%</li><li>QQQ（纳斯达克/长期增长/科技）1m偏差为99.0%，3m偏差为96.7%；100万看涨期权的偏差为0.8%，而3m看涨期权的偏差为4.4%</li><li>IWM（罗素/小盘股）1m偏斜86.6%ile；不喜欢上行tho，100万看涨期权偏差16.5%ile</li><li>FXI（中国）1m偏差为92.8%，3m偏差为82.9%；但仍认为上涨欲望可以忽略不计，100万看涨期权偏差为14.5%</li><li>FWIW，唯一的“上行尾巴”/对看涨期权倾斜的出价仍然停留在那些“通胀敏感”的特殊地点，如OIH/XOP/XLE/SMH</li></ul></blockquote></p><p> Looking at this latest flow menu, McElligott notes that the bottom line here is that \"<b>we are seeing *some* normalization in select vol metrics (e.g. term structure in SPX and QQQ, or aforementioned “off the worst” levels in extreme Put Skew)…but we continue to price-in “stress” and definitely not giving anything close to an “all clear” just yet</b>.\" This dynamic matters because it will continue to “<i>drag up” trailing realized vol</i>which can then continue to both constrain VaR/lead to netting- and gross-down behavior as well as drive further near-term de-allocation pressure from Vol Control.</p><p><blockquote>看着这个最新的流程菜单，McElligott指出，这里的底线是“<b>我们在选定的成交量指标中看到了*一些*正常化（例如SPX和QQQ的期限结构，或前面提到的极端看跌期权偏差中“脱离最差”水平）……但我们继续定价“压力”，并且绝对不会给出任何接近“全部清除”的东西</b>“这种动态很重要，因为它将继续”<i>拖动“尾随已实现成交量</i>然后，这可以继续限制VaR/导致净额和总额下降行为，并进一步推动来自Vol控制的近期去分配压力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dbd02a97ec7b905563529219bf590dbe\" tg-width=\"913\" tg-height=\"565\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Indeed, and in keeping with McElligott's recent warning that vol-control has a lot to sell here, his Vol Control model estimates a sale of $9.8B SPX futs yesterday from the universe, in aggregate bringing total selling to $20.2B over the past 2 weeks.</p><p><blockquote>事实上，与McElligott最近的警告一致，即vol-control在这里有很多东西可以出售，他的Vol Control模型估计昨天从宇宙中卖出了98亿美元的SPX期货，总体上使过去2周的总卖出额达到202亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff2a4fd3fd998e76c9cd851f8f9a0a56\" tg-width=\"276\" tg-height=\"223\" width=\"100%\" height=\"auto\">Yet while vol-control rebalancing flows remain a bearish concern, dealer Gamma is turning increasingly favorable.</p><p><blockquote>然而，尽管成交量控制再平衡流量仍然是一个看跌问题，但交易商伽马正变得越来越有利。</blockquote></p><p> To be sure, we saw the impact of the still-extreme negative Dealer Gamma vs spot across SPX SPY, QQQ and IWM in the +2% rally off the yesterday morning lows, with what McElligott dubbed “spastic” accelerant flow which required more buying the higher spot went.</p><p><blockquote>可以肯定的是，我们看到了SPX SPDR标普500指数ETF、QQQ和IWM仍然极端负面的交易商Gamma vs spot的影响，从昨天上午的低点上涨了+2%，McElligott称之为“痉挛性”加速流，这需要更多的购买高点去了。</blockquote></p><p> But now that spot is higher and billions in Delta has been added, the market is in a far more comfortable spot; indeed,<b>the latest options positioning analytics now shows that SPX / SPY Dealers are back in a more stable “long Gamma vs spot” position ($1.8B, 33.7%ile, flips below 4371)...</b></p><p><blockquote>但现在这个位置更高了，并且增加了数十亿美元的三角洲，市场处于一个更加舒适的位置；的确，<b>最新的期权定位分析现在显示，SPX/SPDR标普500指数ETF交易商回到了更稳定的“多头伽马vs现货”头寸（18亿美元，33.7%ile，跌破4371）...</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae6e1b267d3b21cfecc92444991c8f47\" tg-width=\"1076\" tg-height=\"660\" width=\"100%\" height=\"auto\">...while still “short Gamma vs spot” in QQQ, but getting close to home (-$499.9mm, 2.6%ile, but flips positive above 372.16, which is mere basis points away).</p><p><blockquote>...虽然QQQ中仍然“做空Gamma vs spot”，但已经接近目标（-4.999亿美元，2.6%ile，但在372.16上方转为正值，仅相差一个基点）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7526734cf7a311888f20d6e05bf4e1db\" tg-width=\"1118\" tg-height=\"682\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> It is this normalization in gamma that McElligott concludes sets us up for the<b>“stability now, big rally later”:</b>as stocks continue to rise, the positive feedback loop emerges as<b>the resumption of “long Gamma” stabilization from Dealers beget more overwriting/ options selling flow from the usual suspects,</b>which in turn leads to a reversal over the next few weeks out of what has been this local “<i>realized vol rallying up to implied”</i>dynamic that is behind much of the recent selling. When we do, expect to see the now traditional resumption of tighter daily ranges and lower rVol. Looking out; looking out 2 weeks to 1 month is when he expects \"lumpy re-allocation flows from Vol Control types\" who also join the bullish fray and the slow, steady and never-ending meltup makes a triumphal return.</p><p><blockquote>McElligott得出的结论是，正是这种伽马的归一化为我们建立了<b>“现在稳定，以后大反弹”：</b>随着股票继续上涨，正反馈循环出现为<b>交易商恢复“长伽马”稳定导致更多的覆盖/期权卖出流量来自通常的嫌疑人，</b>这反过来又导致了接下来几周当地局势的逆转”<i>已实现成交量回升至隐含“</i>这是最近大部分抛售背后的动力。当我们这样做时，预计会看到现在传统的更紧的每日区间和更低的rVol的恢复。向外看；展望2周到1个月，他预计“来自Vol控制类型的不稳定的重新分配流”也会加入看涨竞争，缓慢、稳定和永无止境的融化将凯旋而归。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c45fadc10cc8f22a26f544c6da3fcfd0\" tg-width=\"484\" tg-height=\"199\" width=\"100%\" height=\"auto\"></p><p><blockquote></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\" 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}\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\">\nNomura Reveals 'The Flow To Know' As Markets Reverse From Selling To \"Big Rally\"<blockquote>野村证券揭示了随着市场从抛售逆转为“大幅反弹”的“知识流”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-24 15:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the end, despite a generally unexpected upward shift in the FOMC dots which pushed the median 2022 dot to indicate one rate hike next year (and another 2 each in 2023 and 2024), the outcome was not nearly the \"hawkish surprise\" that Nomura'sCharlie McElligott warnedcould tip the market sharply lower... or higher (especially since the market believes that the Fed will end its hiking plans well before they are fully executed, giving the Fed just 1% of breathing room).</p><p><blockquote>最终，尽管FOMC dots普遍出人意料地向上移动，推动2022年dot中值表明明年加息一次（2023年和2024年各加息两次），但结果远不是野村证券的“鹰派惊喜”查理·麦克埃利戈特警告称，这可能会导致市场大幅下跌……或更高（特别是因为市场认为美联储将在加息计划完全执行之前就结束加息计划，仅给美联储1%的喘息空间）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e13e4ae58887c841b040aa80efd9222\" tg-width=\"960\" tg-height=\"468\" width=\"100%\" height=\"auto\">Commenting on the FOMC announcement this morning, the Nomura quant summarized it as a<b>“low surprises” yet still incrementally more \"hawkish\" Fed:</b></p><p><blockquote>野村量化分析师在评论今天上午FOMC的公告时将其总结为<b>“意外较低”但美联储仍逐渐变得更加“鹰派”：</b></blockquote></p><p> <ol>  <li>November taper in-line</li>  <li>Taper length marginal surprise with goal to end mid-year, but still implies near the “expected” $10B / $5B per month reduction</li>  <li>Where a more “hawkish” dot plot is being viewed somewhat skeptically by the market on account of “a lot of hikes in a short period of time” with 6.5 hikes by end ’24, in addition to upcoming voter / non-voter member turnover which muddles dovish / hawkish balances of voters</li>  <li>Continued “both sides of mouth” language from Powell, yet again going out of his way to separate the “end of tapering” from the beginning of rate hikes, while noting the policy rate as still accommodative)</li> </ol> All-in, McElligott called the announcement a “low surprise” Fed, which cleared us of “event-risk” while avoiding any sort of “(hawkish) Rate Shock,” as 10Y yields continue their chop inside the well-established range \"despite obvious impacts on curves of course, as front (Reds) through belly reprices further, while long end / duration rallied and closed at best levels on the day—because ultimately, taking multple steps closer to removing accomodation ultimately means “tighter financial conditions” that will moderate the economy down the road.\"</p><p><blockquote><ol><li>11月锥度在线</li><li>缩减长度略有意外，目标是在年中结束，但仍意味着接近“预期”每月减少100亿美元/50亿美元</li><li>市场对更“鹰派”的点图持怀疑态度，因为“短期内有很多上涨”，到24年底增加了6.5个，加上选民/非选民的即将到来，这使得选民之间鸽派/鹰派的平衡变得混乱</li><li>鲍威尔继续使用“两面三刀”的语言，再次刻意将“缩减结束”与加息开始分开，同时指出政策利率仍然宽松）</li></ol>总而言之，McElligott称美联储的这一声明“不足为奇”，它消除了我们的“事件风险”，同时避免了任何形式的“（鹰派）利率冲击”，因为10年期国债收益率继续在既定区间内波动，“尽管对曲线有明显影响，因为前端（红色）通过腹部进一步重新定价，而长端/久期反弹并收于当天的最佳水平——因为最终，采取多项措施接近取消宽松最终意味着“金融状况收紧”，这将减缓未来的经济。”</blockquote></p><p> Indeed, one look at the 10Y year today suggests that the market is finally waking up with the 10Y surging to 1.40%, the first time since July.</p><p><blockquote>事实上，今天看一下10年期利率就会发现，市场终于觉醒了，10年期利率飙升至1.40%，这是自7月份以来的首次。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bfeec4af40cada0841b86e85780df5b2\" tg-width=\"1182\" tg-height=\"611\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> So with a removal of the primary catalyst for larger rate volatility, the Nomura strategist notes this also \"further closes the recent (and awesome) “window for volatility expansion” within the Equities Vol complex, which opened around last week’s Op-Ex cycle turn, and brought with it incredible (and long-awaited) Vol / Stock movement (SPX -4.1% in 3 days hi / lo).\"</p><p><blockquote>因此，野村证券策略师指出，随着利率波动较大的主要催化剂的消除，这也“进一步关闭了股票波动综合体中最近（且令人敬畏）”的波动性扩张窗口，该窗口是在上周的Op-Ex周期转向前后打开的，并带来了令人难以置信的（也是期待已久的）成交量/股票变动（SPX在3天内上涨/下跌-4.1%）。”</blockquote></p><p> This then takes us back to a point McElligott has made repeatedly in recent days, namely the “<i>conditioned per back-test”</i>appearance of<i>“reflexive vol sellers”</i>in arresting the crescendoing US Equities selloff peaking which were cratering Monday afternoon, which materialized most notably in the form of Put sellers harvesting rich downside Vols into the accelerating drawdown, in addition to funds monetizing their actual downside hedges, both of which Nomura pointed out before<b>created lots of Delta to buy in the process which then rallied the tape off the lows into the closing bounce</b></p><p><blockquote>这就把我们带回了麦克利戈特最近几天反复提出的一个观点，即“<i>根据回溯测试进行调节”</i>外观<i>“反身卷卖家”</i>为了阻止周一下午陷入困境的美国股市抛售见顶，这种抛售最明显的表现是卖家在加速下跌中收获了大量下跌，此外还有基金将实际的下跌对冲货币化，野村证券此前曾指出过这两种情况<b>在此过程中创造了大量的Delta买入，然后将磁带从低点反弹到收盘反弹</b></blockquote></p><p> However, in a notable departure from this downside Vol harvesting and hedge monetization, one small, baby-step positive development observed by Nomura is that the<b>SPX Put Skew has come off that prior 99.9%ile “boil”</b>and inflected&nbsp; into something at least a touch less extreme, with McElligott now seeing SPX 1m Put Skew @ 96.8%ile / 3m Put Skew @ 96.9%ile, down from near record highs.</p><p><blockquote>然而，与这种下行的成交量收获和对冲货币化明显不同的是，野村证券观察到的一个小的、小步的积极发展是<b>SPX看跌期权偏差已脱离之前99.9%ile“沸腾”</b>McElligott现在看到SPX 1m看跌期权偏斜@96.8%ile/3m看跌期权偏斜@96.9%ile，从接近历史高点回落。</blockquote></p><p> Additionally, the bank continues to see<b>more profit-taking from “long vol” positions in the VIX ETN space,</b>with the Net (long) Vega position over the past week having decreased by 8.1mm as traders monetized into the Vol spike.</p><p><blockquote>此外，该银行继续看到<b>VIX ETN领域的“多头vol”头寸有更多获利了结，</b>过去一周Vega的净（多头）头寸减少了8.1毫米，因为交易者将成交量飙升货币化。</blockquote></p><p> Perhaps most notably, we have also witnessed saw the appearance of some rare buyers of equity upside vol yesterday into the rally, when about an hour into yesterday’s US cash session, 3 large SPY Call Spreads traded,<b>creating ~$1 billion of Delta to buy across aggregated hedges:</b></p><p><blockquote>也许最值得注意的是，我们还目睹了昨天股市上涨vol的一些罕见买家出现在反弹中，昨天美国现金交易时段约一小时后，3个大型SPDR标普500指数ETF看涨期权价差交易，<b>创建约10亿美元的Delta用于购买综合对冲：</b></blockquote></p><p> <ul>  <li>Buyer of 43k SPY Oct 443/452 Call Spreads for $3.89 (463M delta, 670k vega)</li>  <li>Buyer of 32k SPY Nov 448/460 Call Spreads for $4.36 (236M delta, 635k vega)</li>  <li>Buyer of 26k SPY Dec 31st 448/470 Call Spreads for $7.91 (263M delta, 900k vega)</li> </ul> There were several other bullish expressions, including someone taking bullish shots in the \"utterly left-for-dead\" China, with FXI Jan 42 Calls bought and the sale of 7700 EEM Jan 51 Puts.</p><p><blockquote><ul><li>4.3万SPDR标普500指数ETF Oct 443/452看涨期权买家价差为3.89美元（4.63亿delta，67万vega）</li><li>3.2万SPDR标普500指数ETF Nov 448/460看涨期权的买家价差为4.36美元（2.36亿delta，63.5万vega）</li><li>26K SPDR标普500指数ETF买家12月31日448/470看涨期权价差为7.91美元（2.63亿delta，90万vega）</li></ul>还有其他几个看涨表达，包括有人在“完全死亡”的中国进行看涨，FXI 1月42日买入评级，1月51日卖出7700 EEM看跌期权。</blockquote></p><p> Yet despite the return of such scattered bullish flows, McElligott notes that<b>there remains much angst in the Vol space</b>(Skew still roofed as downside demand remaining extreme), versus still “pervasive skepticism” towards broad Equities upside index / ETF / sectors / industries (Call Skew still nuked)</p><p><blockquote>然而，尽管这种分散的看涨流又回来了，McElligott指出<b>Vol空间仍然存在很多焦虑</b>（由于下行需求仍然极端，倾斜仍然受到限制），而对广泛的股票上行指数/ETF/行业/行业仍然“普遍怀疑”（看涨期权倾斜仍然受到攻击）</blockquote></p><p></p><p> <ul>  <li>SPX (Mega-Cap US Eq) 1m Skew 98.8%ile, 3m Skew 99.1%ile; vs no upside love, with 1m Call Skew 0.5%ile, 3m Call Skew 1.3%ile</li>  <li>QQQ (Nasdaq / Secular Growth / Tech) 1m Skew 99.0%ile, 3m Skew 96.7%ile; while 1m Call Skew just nowhere at 0.8%ile, 3m Call Skew 4.4%ile</li>  <li>IWM (Russell / Small Cap) 1m Skew 86.6%ile; no love for upside tho with 1m Call Skew 16.5%ile</li>  <li>FXI (China) 1m Skew 92.8%ile, 3m Skew 82.9%ile; but still seeing negligible desire for upside with 1m Call Skew 14.5%ile</li>  <li>FWIW, the only “upside tail” / bid to Call Skew remains parked in those “inflation sensitive” idiosycratic spots like OIH / XOP / XLE / SMH</li> </ul> <img src=\"https://static.tigerbbs.com/9a405277832d0c5418f9ce18cab47f2a\" tg-width=\"1132\" tg-height=\"970\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>SPX（Mega-Cap US Eq）1m偏差为98.8%，3m偏差为99.1%；与没有上行空间的爱，100万看涨期权偏差0.5%，3m看涨期权偏差1.3%</li><li>QQQ（纳斯达克/长期增长/科技）1m偏差为99.0%，3m偏差为96.7%；100万看涨期权的偏差为0.8%，而3m看涨期权的偏差为4.4%</li><li>IWM（罗素/小盘股）1m偏斜86.6%ile；不喜欢上行tho，100万看涨期权偏差16.5%ile</li><li>FXI（中国）1m偏差为92.8%，3m偏差为82.9%；但仍认为上涨欲望可以忽略不计，100万看涨期权偏差为14.5%</li><li>FWIW，唯一的“上行尾巴”/对看涨期权倾斜的出价仍然停留在那些“通胀敏感”的特殊地点，如OIH/XOP/XLE/SMH</li></ul></blockquote></p><p> Looking at this latest flow menu, McElligott notes that the bottom line here is that \"<b>we are seeing *some* normalization in select vol metrics (e.g. term structure in SPX and QQQ, or aforementioned “off the worst” levels in extreme Put Skew)…but we continue to price-in “stress” and definitely not giving anything close to an “all clear” just yet</b>.\" This dynamic matters because it will continue to “<i>drag up” trailing realized vol</i>which can then continue to both constrain VaR/lead to netting- and gross-down behavior as well as drive further near-term de-allocation pressure from Vol Control.</p><p><blockquote>看着这个最新的流程菜单，McElligott指出，这里的底线是“<b>我们在选定的成交量指标中看到了*一些*正常化（例如SPX和QQQ的期限结构，或前面提到的极端看跌期权偏差中“脱离最差”水平）……但我们继续定价“压力”，并且绝对不会给出任何接近“全部清除”的东西</b>“这种动态很重要，因为它将继续”<i>拖动“尾随已实现成交量</i>然后，这可以继续限制VaR/导致净额和总额下降行为，并进一步推动来自Vol控制的近期去分配压力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dbd02a97ec7b905563529219bf590dbe\" tg-width=\"913\" tg-height=\"565\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Indeed, and in keeping with McElligott's recent warning that vol-control has a lot to sell here, his Vol Control model estimates a sale of $9.8B SPX futs yesterday from the universe, in aggregate bringing total selling to $20.2B over the past 2 weeks.</p><p><blockquote>事实上，与McElligott最近的警告一致，即vol-control在这里有很多东西可以出售，他的Vol Control模型估计昨天从宇宙中卖出了98亿美元的SPX期货，总体上使过去2周的总卖出额达到202亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff2a4fd3fd998e76c9cd851f8f9a0a56\" tg-width=\"276\" tg-height=\"223\" width=\"100%\" height=\"auto\">Yet while vol-control rebalancing flows remain a bearish concern, dealer Gamma is turning increasingly favorable.</p><p><blockquote>然而，尽管成交量控制再平衡流量仍然是一个看跌问题，但交易商伽马正变得越来越有利。</blockquote></p><p> To be sure, we saw the impact of the still-extreme negative Dealer Gamma vs spot across SPX SPY, QQQ and IWM in the +2% rally off the yesterday morning lows, with what McElligott dubbed “spastic” accelerant flow which required more buying the higher spot went.</p><p><blockquote>可以肯定的是，我们看到了SPX SPDR标普500指数ETF、QQQ和IWM仍然极端负面的交易商Gamma vs spot的影响，从昨天上午的低点上涨了+2%，McElligott称之为“痉挛性”加速流，这需要更多的购买高点去了。</blockquote></p><p> But now that spot is higher and billions in Delta has been added, the market is in a far more comfortable spot; indeed,<b>the latest options positioning analytics now shows that SPX / SPY Dealers are back in a more stable “long Gamma vs spot” position ($1.8B, 33.7%ile, flips below 4371)...</b></p><p><blockquote>但现在这个位置更高了，并且增加了数十亿美元的三角洲，市场处于一个更加舒适的位置；的确，<b>最新的期权定位分析现在显示，SPX/SPDR标普500指数ETF交易商回到了更稳定的“多头伽马vs现货”头寸（18亿美元，33.7%ile，跌破4371）...</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae6e1b267d3b21cfecc92444991c8f47\" tg-width=\"1076\" tg-height=\"660\" width=\"100%\" height=\"auto\">...while still “short Gamma vs spot” in QQQ, but getting close to home (-$499.9mm, 2.6%ile, but flips positive above 372.16, which is mere basis points away).</p><p><blockquote>...虽然QQQ中仍然“做空Gamma vs spot”，但已经接近目标（-4.999亿美元，2.6%ile，但在372.16上方转为正值，仅相差一个基点）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7526734cf7a311888f20d6e05bf4e1db\" tg-width=\"1118\" tg-height=\"682\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> It is this normalization in gamma that McElligott concludes sets us up for the<b>“stability now, big rally later”:</b>as stocks continue to rise, the positive feedback loop emerges as<b>the resumption of “long Gamma” stabilization from Dealers beget more overwriting/ options selling flow from the usual suspects,</b>which in turn leads to a reversal over the next few weeks out of what has been this local “<i>realized vol rallying up to implied”</i>dynamic that is behind much of the recent selling. When we do, expect to see the now traditional resumption of tighter daily ranges and lower rVol. Looking out; looking out 2 weeks to 1 month is when he expects \"lumpy re-allocation flows from Vol Control types\" who also join the bullish fray and the slow, steady and never-ending meltup makes a triumphal return.</p><p><blockquote>McElligott得出的结论是，正是这种伽马的归一化为我们建立了<b>“现在稳定，以后大反弹”：</b>随着股票继续上涨，正反馈循环出现为<b>交易商恢复“长伽马”稳定导致更多的覆盖/期权卖出流量来自通常的嫌疑人，</b>这反过来又导致了接下来几周当地局势的逆转”<i>已实现成交量回升至隐含“</i>这是最近大部分抛售背后的动力。当我们这样做时，预计会看到现在传统的更紧的每日区间和更低的rVol的恢复。向外看；展望2周到1个月，他预计“来自Vol控制类型的不稳定的重新分配流”也会加入看涨竞争，缓慢、稳定和永无止境的融化将凯旋而归。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c45fadc10cc8f22a26f544c6da3fcfd0\" tg-width=\"484\" tg-height=\"199\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/nomura-reveals-flow-know-markets-reverse-selling-big-rally\">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":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/nomura-reveals-flow-know-markets-reverse-selling-big-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136813013","content_text":"In the end, despite a generally unexpected upward shift in the FOMC dots which pushed the median 2022 dot to indicate one rate hike next year (and another 2 each in 2023 and 2024), the outcome was not nearly the \"hawkish surprise\" that Nomura'sCharlie McElligott warnedcould tip the market sharply lower... or higher (especially since the market believes that the Fed will end its hiking plans well before they are fully executed, giving the Fed just 1% of breathing room).\nCommenting on the FOMC announcement this morning, the Nomura quant summarized it as a“low surprises” yet still incrementally more \"hawkish\" Fed:\n\nNovember taper in-line\nTaper length marginal surprise with goal to end mid-year, but still implies near the “expected” $10B / $5B per month reduction\nWhere a more “hawkish” dot plot is being viewed somewhat skeptically by the market on account of “a lot of hikes in a short period of time” with 6.5 hikes by end ’24, in addition to upcoming voter / non-voter member turnover which muddles dovish / hawkish balances of voters\nContinued “both sides of mouth” language from Powell, yet again going out of his way to separate the “end of tapering” from the beginning of rate hikes, while noting the policy rate as still accommodative)\n\nAll-in, McElligott called the announcement a “low surprise” Fed, which cleared us of “event-risk” while avoiding any sort of “(hawkish) Rate Shock,” as 10Y yields continue their chop inside the well-established range \"despite obvious impacts on curves of course, as front (Reds) through belly reprices further, while long end / duration rallied and closed at best levels on the day—because ultimately, taking multple steps closer to removing accomodation ultimately means “tighter financial conditions” that will moderate the economy down the road.\"\nIndeed, one look at the 10Y year today suggests that the market is finally waking up with the 10Y surging to 1.40%, the first time since July.\n\nSo with a removal of the primary catalyst for larger rate volatility, the Nomura strategist notes this also \"further closes the recent (and awesome) “window for volatility expansion” within the Equities Vol complex, which opened around last week’s Op-Ex cycle turn, and brought with it incredible (and long-awaited) Vol / Stock movement (SPX -4.1% in 3 days hi / lo).\"\nThis then takes us back to a point McElligott has made repeatedly in recent days, namely the “conditioned per back-test”appearance of“reflexive vol sellers”in arresting the crescendoing US Equities selloff peaking which were cratering Monday afternoon, which materialized most notably in the form of Put sellers harvesting rich downside Vols into the accelerating drawdown, in addition to funds monetizing their actual downside hedges, both of which Nomura pointed out beforecreated lots of Delta to buy in the process which then rallied the tape off the lows into the closing bounce\nHowever, in a notable departure from this downside Vol harvesting and hedge monetization, one small, baby-step positive development observed by Nomura is that theSPX Put Skew has come off that prior 99.9%ile “boil”and inflected  into something at least a touch less extreme, with McElligott now seeing SPX 1m Put Skew @ 96.8%ile / 3m Put Skew @ 96.9%ile, down from near record highs.\nAdditionally, the bank continues to seemore profit-taking from “long vol” positions in the VIX ETN space,with the Net (long) Vega position over the past week having decreased by 8.1mm as traders monetized into the Vol spike.\nPerhaps most notably, we have also witnessed saw the appearance of some rare buyers of equity upside vol yesterday into the rally, when about an hour into yesterday’s US cash session, 3 large SPY Call Spreads traded,creating ~$1 billion of Delta to buy across aggregated hedges:\n\nBuyer of 43k SPY Oct 443/452 Call Spreads for $3.89 (463M delta, 670k vega)\nBuyer of 32k SPY Nov 448/460 Call Spreads for $4.36 (236M delta, 635k vega)\nBuyer of 26k SPY Dec 31st 448/470 Call Spreads for $7.91 (263M delta, 900k vega)\n\nThere were several other bullish expressions, including someone taking bullish shots in the \"utterly left-for-dead\" China, with FXI Jan 42 Calls bought and the sale of 7700 EEM Jan 51 Puts.\nYet despite the return of such scattered bullish flows, McElligott notes thatthere remains much angst in the Vol space(Skew still roofed as downside demand remaining extreme), versus still “pervasive skepticism” towards broad Equities upside index / ETF / sectors / industries (Call Skew still nuked)\n\nSPX (Mega-Cap US Eq) 1m Skew 98.8%ile, 3m Skew 99.1%ile; vs no upside love, with 1m Call Skew 0.5%ile, 3m Call Skew 1.3%ile\nQQQ (Nasdaq / Secular Growth / Tech) 1m Skew 99.0%ile, 3m Skew 96.7%ile; while 1m Call Skew just nowhere at 0.8%ile, 3m Call Skew 4.4%ile\nIWM (Russell / Small Cap) 1m Skew 86.6%ile; no love for upside tho with 1m Call Skew 16.5%ile\nFXI (China) 1m Skew 92.8%ile, 3m Skew 82.9%ile; but still seeing negligible desire for upside with 1m Call Skew 14.5%ile\nFWIW, the only “upside tail” / bid to Call Skew remains parked in those “inflation sensitive” idiosycratic spots like OIH / XOP / XLE / SMH\n\n\nLooking at this latest flow menu, McElligott notes that the bottom line here is that \"we are seeing *some* normalization in select vol metrics (e.g. term structure in SPX and QQQ, or aforementioned “off the worst” levels in extreme Put Skew)…but we continue to price-in “stress” and definitely not giving anything close to an “all clear” just yet.\" This dynamic matters because it will continue to “drag up” trailing realized volwhich can then continue to both constrain VaR/lead to netting- and gross-down behavior as well as drive further near-term de-allocation pressure from Vol Control.\n\nIndeed, and in keeping with McElligott's recent warning that vol-control has a lot to sell here, his Vol Control model estimates a sale of $9.8B SPX futs yesterday from the universe, in aggregate bringing total selling to $20.2B over the past 2 weeks.\nYet while vol-control rebalancing flows remain a bearish concern, dealer Gamma is turning increasingly favorable.\nTo be sure, we saw the impact of the still-extreme negative Dealer Gamma vs spot across SPX SPY, QQQ and IWM in the +2% rally off the yesterday morning lows, with what McElligott dubbed “spastic” accelerant flow which required more buying the higher spot went.\nBut now that spot is higher and billions in Delta has been added, the market is in a far more comfortable spot; indeed,the latest options positioning analytics now shows that SPX / SPY Dealers are back in a more stable “long Gamma vs spot” position ($1.8B, 33.7%ile, flips below 4371)...\n...while still “short Gamma vs spot” in QQQ, but getting close to home (-$499.9mm, 2.6%ile, but flips positive above 372.16, which is mere basis points away).\n\nIt is this normalization in gamma that McElligott concludes sets us up for the“stability now, big rally later”:as stocks continue to rise, the positive feedback loop emerges asthe resumption of “long Gamma” stabilization from Dealers beget more overwriting/ options selling flow from the usual suspects,which in turn leads to a reversal over the next few weeks out of what has been this local “realized vol rallying up to implied”dynamic that is behind much of the recent selling. When we do, expect to see the now traditional resumption of tighter daily ranges and lower rVol. Looking out; looking out 2 weeks to 1 month is when he expects \"lumpy re-allocation flows from Vol Control types\" who also join the bullish fray and the slow, steady and never-ending meltup makes a triumphal return.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891305933,"gmtCreate":1628326988222,"gmtModify":1633751631668,"author":{"id":"4087560374473260","authorId":"4087560374473260","name":"NeshiNeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087560374473260","idStr":"4087560374473260"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891305933","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":2002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893661349,"gmtCreate":1628260017181,"gmtModify":1633752154655,"author":{"id":"4087560374473260","authorId":"4087560374473260","name":"NeshiNeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087560374473260","idStr":"4087560374473260"},"themes":[],"htmlText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;","text":"[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893661349","repostId":"1195593033","repostType":4,"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893682109,"gmtCreate":1628259712201,"gmtModify":1633752159009,"author":{"id":"4087560374473260","authorId":"4087560374473260","name":"NeshiNeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087560374473260","idStr":"4087560374473260"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893682109","repostId":"1181051774","repostType":4,"repost":{"id":"1181051774","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":1628251057,"share":"https://www.laohu8.com/m/news/1181051774?lang=zh_CN&edition=full","pubTime":"2021-08-06 19:57","market":"us","language":"en","title":"Toplines Before US Market Open On Friday<blockquote>周五美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181051774","media":"Tiger Newspress","summary":"Payrolls data exceed estimates; U.S. index futures mixed.\nNonfarm payrolls increase 943,000 in July ","content":"<p><ul>  <li>Payrolls data exceed estimates; U.S. index futures mixed.</li>  <li><b>Nonfarm payrolls increase 943,000 in July vs. 845,000 estimate.</b></li>  <li>Futures : Dow &nbsp;up&nbsp;0.04%, S&amp;P up&nbsp;0.03%, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> down&nbsp;0.12%.</li>  <li>Oil prices rose on Friday.</li>  <li>Didi Global,&nbsp;Beyond Meat,&nbsp;Virgin Galactic&nbsp;made&nbsp;the&nbsp;biggest moves premarket.</li> </ul> <i><b>(Update: Aug 6, 2021 at 08:41 a.m. ET)</b></i></p><p><blockquote><ul><li>就业数据超出预期；美国股指期货涨跌互现。</li><li><b>7月份非农就业人数增加943,000人，而预期为845,000人。</b></li><li>期货：道指涨0.04%，标普涨0.03%，<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>下跌0.12%。</li><li>周五油价上涨。</li><li>滴滴全球、Beyond Meat、维珍银河盘前动作最大。</li></ul><i><b>（更新：美国东部时间2021年8月6日上午08:41）</b></i></blockquote></p><p> (Aug 6)&nbsp;U.S. stock futures wavered Friday ahead of quarterly earnings and a jobs report that will give insights into the pace of business activity andthe economic rebound.</p><p><blockquote>（8月6日）美国。周五，在季度收益和就业报告公布之前，股指期货出现波动，就业报告将揭示商业活动和经济反弹的步伐。</blockquote></p><p> At 08:41 a.m. ET, Dow E-minis were up 13 points, or 0.04%, S&amp;P 500 E-minis were up 1.5&nbsp;points, or 0.03% and Nasdaq 100 E-minis fell 17.75 points, or 0.12%.</p><p><blockquote>截至美国东部时间上午08:41，道指E-minis上涨13点，涨幅0.04%，标普500 E-minis上涨1.5点，涨幅0.03%，纳斯达克100 E-minis下跌17.75点，涨幅0.12%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/be7901a56ec3778de82d93af12829dfd\" tg-width=\"1242\" tg-height=\"489\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>1)&nbsp;Canopy Growth(CGC)</b> – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts.</p><p><blockquote><b>1）冠层生长（CGC）</b>-这家加拿大大麻生产商因大麻需求上升和成本削减而意外实现季度利润，该公司股价盘前上涨1.9%。尽管收入低于华尔街的预测，但这一增长还是出现了。</blockquote></p><p> <b>2)&nbsp;Gannett(GCI) </b>– The USA Today publisher earned 10 cents per share for its latest quarter, compared with forecasts of a 36 cents per share loss. Revenue also topped Wall Street forecasts. The company saw digital subscriber numbers jump 41% from a year earlier, and the stock rallied 6.3% in the premarket.</p><p><blockquote><b>2）甘尼特（GCI）</b>–《今日美国》出版商最近一个季度每股盈利10美分，而预期每股亏损36美分。收入也超出了华尔街的预期。该公司的数字用户数量同比增长41%，股价盘前上涨6.3%。</blockquote></p><p> <b>3)&nbsp;DraftKings(DKNG)</b> – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user.</p><p><blockquote><b>3）DraftKings（DKNG）</b>-这家体育博彩公司公布好于预期的季度利润和收入，并上调了全年收入预期，该公司股价盘前上涨3.5%。DraftKings在许多关键指标上取得了显著增长，包括每个用户的月收入增长了26%。</blockquote></p><p> <b>4)&nbsp;Novavax(NVAX)</b> – Novavax shares tumbled 11.7% in premarket trading after the drugmaker said it would delay seeking emergency use authorization for its Covid-19 vaccine until the fourth quarter. Novavax also posted a wider-than-expected loss and saw revenue fall below Wall Street forecasts.</p><p><blockquote><b>4)诺瓦瓦克斯(NVAX)</b>–Novavax股价在盘前交易中暴跌11.7%，此前该制药商表示将推迟寻求其Covid-19疫苗的紧急使用授权至第四季度。Novavax也公布了超出预期的亏损，收入低于华尔街的预期。</blockquote></p><p> <b>5)&nbsp;Didi Global(DIDI)</b> – Didi gained 4.1% in premarket action, following a Bloomberg report saying the China-based ride-hailing company was considering giving up control of its data to help resolve a regulatory probe by the Chinese government.</p><p><blockquote><b>5）滴滴全球（DIDI）</b>–彭博社报道称，这家总部位于中国的网约车公司正在考虑放弃对其数据的控制权，以帮助解决中国政府的监管调查，滴滴在盘前股价上涨4.1%。</blockquote></p><p> <b>6)&nbsp;Zillow Group(ZG)</b> - Zillow reported adjusted quarterly earnings of 44 cents per share, 20 cents above estimates, with the real estate website operator’s revenue above estimates as well. Zillow also gave an upbeat growth forecast, as it scales up its home-flipping business, and said it expects sales this quarter to exceed $2 billion for the first time. Zillow added 1.8% in the premarket.</p><p><blockquote><b>6)Zillow集团(ZG)</b>-Zillow报告调整后季度收益为每股44美分，比预期高出20美分，这家房地产网站运营商的收入也高于预期。Zillow还给出了乐观的增长预测，因为它扩大了房屋翻转业务，并表示预计本季度销售额将首次超过20亿美元。Zillow盘前上涨1.8%。</blockquote></p><p> <b>7)&nbsp;Virgin Galactic(SPCE)</b> – Virgin Galactic lost 39 cents per share for its latest quarter, 6 cents more than expected, though the space flight company did report much better-than-expected revenue. It also announced it will sell seats for space tourism flights at $450,000 and up. The stock was up 3.1% in premarket trading.</p><p><blockquote><b>7）维珍银河（SPCE）</b>-维珍银河最近一个季度每股亏损39美分，比预期高出6美分，尽管这家太空飞行公司确实报告了远好于预期的收入。它还宣布将以45万美元及以上的价格出售太空旅游航班座位。该股在盘前交易中上涨3.1%。</blockquote></p><p> <b>8)&nbsp;Beyond Meat(BYND)</b> – Beyond Meat slid 3.7% in premarket action after it reported a quarterly loss of 31 cents per share, 7 cents wider than expected. Revenue for the maker of plant-based meat alternatives did come in above Street forecasts, but it gave a cautious outlook due to “more conservative” orders by its customers due to Covid-related uncertainty.</p><p><blockquote><b>8）Beyond Meat（BYND）</b>-Beyond Meat公布季度亏损31美分，比预期高出7美分，盘前股价下跌3.7%。这家植物性肉类替代品制造商的收入确实高于华尔街的预测，但由于与新冠病毒相关的不确定性，客户的订单“更加保守”，该公司给出了谨慎的前景。</blockquote></p><p> <b>9)&nbsp;Dropbox(DBX) </b>– Dropbox shares gained 3.5% in premarket trading after its adjusted earnings of 40 cents per share beat estimates by 7 cents and the cloud storage company’s revenue came in above forecasts as well.</p><p><blockquote><b>9)Dropbox(DBX)</b>-Dropbox调整后每股收益为40美分，超出预期7美分，该云存储公司的收入也高于预期，股价在盘前交易中上涨3.5%。</blockquote></p><p> <b>10)&nbsp;Cornerstone OnDemand(CSOD) </b>– Cornerstone agreed to be bought out by private equity firm Clearlake Capital Group. Clearlake will pay about $3.8 billion, or $57.50 per share in cash for the cloud computing firm. Cornerstone surged 13.3% in the premarket.</p><p><blockquote><b>10)基石点播(CSOD)</b>-Cornerstone同意被私募股权公司Clearlake Capital Group收购。Clearlake将支付约38亿美元，即每股57.50美元现金收购这家云计算公司。Cornerstone盘前飙升13.3%。</blockquote></p><p> <b>11)&nbsp;Zynga(ZNGA) </b>– Zynga shares plunged 15.8% in the premarket after the mobile gaming company gave a disappointing full-year forecast, anticipating a slowdown in gaming. Zynga also reported adjusted quarterly earnings of 4 cents per share, 5 cents shy of estimates, with revenue below estimates as well.</p><p><blockquote><b>11）Zynga（ZNGA）</b>–Zynga股价在盘前暴跌15.8%，此前这家移动游戏公司给出了令人失望的全年预测，预计游戏行业将放缓。Zynga还报告调整后季度收益为每股4美分，比预期低5美分，收入也低于预期。</blockquote></p><p> <b>12)&nbsp;Carvana(CVNA) </b>– Carvana shares rallied 11.3% in premarket trading after the online used-car retailer posted an unexpected profit – its first ever - for its latest quarter. The company’s revenue also exceeded analyst forecasts by a wide margin. Auto sales, in general, have enjoyed a boom in demand since the pandemic began last year.</p><p><blockquote><b>12)Carvana(CVNA)</b>–Carvana股价在盘前交易中上涨11.3%，此前这家在线二手车零售商公布了最近一个季度的首次意外盈利。该公司的收入也大幅超出了分析师的预期。总体而言，自去年疫情爆发以来，汽车销售需求蓬勃发展。</blockquote></p><p></p><p> <b>13)&nbsp;Yelp(YELP)</b> – Yelp earned 5 cents per share for its latest quarter, compared with consensus forecasts for a 9 cents per share loss. The online review site operator also reported better-than-expected revenue and boosted its full-year forecast as ad revenue continues to strengthen. Shares surged 12.9% in premarket action.</p><p><blockquote><b>13）Yelp（Yelp）</b>-Yelp最近一个季度每股盈利5美分，而市场普遍预测每股亏损9美分。随着广告收入持续走强，这家在线评论网站运营商还公布了好于预期的收入，并上调了全年预期。盘前股价飙升12.9%。</blockquote></p><p> <b>In FX,</b> the Bloomberg Dollar Spot Index was up 0.2%; the dollar rallied ahead of key U.S. jobs data that’s set to put a focus on the Federal Reserve’s policy outlook amid calls from officials to pare bond purchases. The greenback strengthened against all its G-10 peers, with the euro and the Norwegian krone among the biggest decliners. “A strong U.S. jobs number today should see the U.S. money market rates continue to work their way back to the highs seen in early July. This should support the dollar against the low- yielders of JPY and EUR,” said ING analysts including Chris Turner. Thursday’s release showing a second weekly drop in U.S. jobless claims stoked expectations for strong payrolls data and ignoring the huge ADP payrolls miss. Short-term accounts are carrying short AUD/USD positions into the report, according to FX traders. The Thai baht led losses among emerging markets currencies, emblematic of how a surge in coronavirus infections and deaths in some countries around the world is hitting confidence in their currencies and economies. Turkey's lira was down 0.8% in its fourth straight day of losses .</p><p><blockquote><b>在FX中，</b>彭博美元现货指数上涨0.2%；在美国关键就业数据公布之前，美元上涨，由于官员们评级削减债券购买，这些数据将使人们关注美联储的政策前景。美元兑所有10国集团货币走强，其中欧元和挪威克朗跌幅最大。包括Chris Turner在内的ING分析师表示：“今天强劲的美国就业数据应该会让美国货币市场利率继续回到7月初的高点。这应该会支撑美元兑日元和欧元的低收益货币。”周四公布的美国初请失业金人数连续第二周下降，引发了人们对强劲就业数据的预期，而忽略了ADP就业人数的大幅下滑。据外汇交易员称，短期账户正在将澳元/美元空头头寸纳入报告。泰铢领跌新兴市场货币，象征着全球一些国家冠状病毒感染和死亡人数激增如何打击人们对其货币和经济的信心。土耳其里拉下跌0.8%，连续第四天下跌。</blockquote></p><p> “EUR/USD is dropping toward 1.18 as short-term U.S. rates creeps higher before NFP,” say Danske Bank analysts including Jens Naervig Pedersen. “An ongoing strengthening of the labor market combined with rising inflation as the CPI-numbers are published next week is significant for the monetary policy outlook as shown by the recent hawkish comments from Fed’s vice chairman Clarida regarding tapering and rate hikes”</p><p><blockquote>包括Jens Naervig Pedersen在内的丹斯克银行分析师表示：“随着美国短期利率在NFP之前攀升，欧元/美元正在跌至1.18。”“随着下周公布消费者物价指数数据，劳动力市场的持续走强加上通胀上升，对货币政策前景意义重大，美联储副主席克拉里达最近关于缩减购债规模和加息的鹰派言论就表明了这一点”</blockquote></p><p> <b>In rates, </b>treasuries traded heavy across long-end of the curve, with the bear steepening move extended following large block sale in ultra-long bond futures shortly after 6am ET. 10-Year Treasury yields rose u to around 1.255%, cheaper by 3.2bp on the day and underperforming bunds by 1.5bp; long-end led losses steepens 2s10s, 5s30s spread by 2.3bp and 1.6bp on the day.&nbsp; Pockets of selling also emerged during Asia session as futures drifted lower, leaving yields cheaper by up to 4bp across long-end ahead of 8:30am ET July jobs report.</p><p><blockquote><b>在费率方面，</b>美国东部时间早上6点后不久，超长债券期货大量抛售后，美国国债在曲线长端交易强劲，熊市加剧。10年期国债收益率升至1.255%左右，当日便宜3.2个基点，表现逊于德国国债1.5个基点；长端led损失使2s10s、5s30s价差在当天分别扩大了2.3个基点和1.6个基点。随着期货走低，亚洲时段也出现了少量抛售，导致美国东部时间上午8:30 7月就业报告公布前，长期收益率下跌了多达4个基点。</blockquote></p><p> <b>In commodities,</b> oil prices rose on Friday but were still set for their biggest weekly loss since October after falls earlier in the week triggered by rising COVID-19 cases and a surprise build in U.S. crude stockpiles. WTI crude was $69.99 a barrel, up 0.47%. Brent crude traded at $72.22 per barrel, up 1.29%. The stronger dollar and potential for higher yields hurt gold with the spot price down 0.41% at $1,796.52. Ether the world's second largest cryptocurrency dropped 3% a day after a major software upgrade to its underlying ethereum blockchain, which is expected to stabilise transaction fees and reduce supply of the token.</p><p><blockquote><b>在大宗商品中，</b>油价周五上涨，但仍将创下10月以来的最大单周跌幅，此前本周早些时候因COVID-19病例增加和美国原油库存意外增加而下跌。WTI原油报69.99美元/桶，涨0.47%。布伦特原油报72.22美元/桶，涨1.29%。美元走强和收益率上升的潜力损害了黄金，现货价格下跌0.41%，至1,796.52美元。全球第二大加密货币以太币在其底层以太币区块链进行重大软件升级后一天下跌3%，预计这将稳定交易费用并减少代币供应。</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>Toplines Before US Market Open On Friday<blockquote>周五美国市场开盘前的营收</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; 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}\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\">\nToplines Before US Market Open On Friday<blockquote>周五美国市场开盘前的营收</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\">2021-08-06 19:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Payrolls data exceed estimates; U.S. index futures mixed.</li>  <li><b>Nonfarm payrolls increase 943,000 in July vs. 845,000 estimate.</b></li>  <li>Futures : Dow &nbsp;up&nbsp;0.04%, S&amp;P up&nbsp;0.03%, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> down&nbsp;0.12%.</li>  <li>Oil prices rose on Friday.</li>  <li>Didi Global,&nbsp;Beyond Meat,&nbsp;Virgin Galactic&nbsp;made&nbsp;the&nbsp;biggest moves premarket.</li> </ul> <i><b>(Update: Aug 6, 2021 at 08:41 a.m. ET)</b></i></p><p><blockquote><ul><li>就业数据超出预期；美国股指期货涨跌互现。</li><li><b>7月份非农就业人数增加943,000人，而预期为845,000人。</b></li><li>期货：道指涨0.04%，标普涨0.03%，<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>下跌0.12%。</li><li>周五油价上涨。</li><li>滴滴全球、Beyond Meat、维珍银河盘前动作最大。</li></ul><i><b>（更新：美国东部时间2021年8月6日上午08:41）</b></i></blockquote></p><p> (Aug 6)&nbsp;U.S. stock futures wavered Friday ahead of quarterly earnings and a jobs report that will give insights into the pace of business activity andthe economic rebound.</p><p><blockquote>（8月6日）美国。周五，在季度收益和就业报告公布之前，股指期货出现波动，就业报告将揭示商业活动和经济反弹的步伐。</blockquote></p><p> At 08:41 a.m. ET, Dow E-minis were up 13 points, or 0.04%, S&amp;P 500 E-minis were up 1.5&nbsp;points, or 0.03% and Nasdaq 100 E-minis fell 17.75 points, or 0.12%.</p><p><blockquote>截至美国东部时间上午08:41，道指E-minis上涨13点，涨幅0.04%，标普500 E-minis上涨1.5点，涨幅0.03%，纳斯达克100 E-minis下跌17.75点，涨幅0.12%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/be7901a56ec3778de82d93af12829dfd\" tg-width=\"1242\" tg-height=\"489\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b>1)&nbsp;Canopy Growth(CGC)</b> – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts.</p><p><blockquote><b>1）冠层生长（CGC）</b>-这家加拿大大麻生产商因大麻需求上升和成本削减而意外实现季度利润，该公司股价盘前上涨1.9%。尽管收入低于华尔街的预测，但这一增长还是出现了。</blockquote></p><p> <b>2)&nbsp;Gannett(GCI) </b>– The USA Today publisher earned 10 cents per share for its latest quarter, compared with forecasts of a 36 cents per share loss. Revenue also topped Wall Street forecasts. The company saw digital subscriber numbers jump 41% from a year earlier, and the stock rallied 6.3% in the premarket.</p><p><blockquote><b>2）甘尼特（GCI）</b>–《今日美国》出版商最近一个季度每股盈利10美分，而预期每股亏损36美分。收入也超出了华尔街的预期。该公司的数字用户数量同比增长41%，股价盘前上涨6.3%。</blockquote></p><p> <b>3)&nbsp;DraftKings(DKNG)</b> – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user.</p><p><blockquote><b>3）DraftKings（DKNG）</b>-这家体育博彩公司公布好于预期的季度利润和收入，并上调了全年收入预期，该公司股价盘前上涨3.5%。DraftKings在许多关键指标上取得了显著增长，包括每个用户的月收入增长了26%。</blockquote></p><p> <b>4)&nbsp;Novavax(NVAX)</b> – Novavax shares tumbled 11.7% in premarket trading after the drugmaker said it would delay seeking emergency use authorization for its Covid-19 vaccine until the fourth quarter. Novavax also posted a wider-than-expected loss and saw revenue fall below Wall Street forecasts.</p><p><blockquote><b>4)诺瓦瓦克斯(NVAX)</b>–Novavax股价在盘前交易中暴跌11.7%，此前该制药商表示将推迟寻求其Covid-19疫苗的紧急使用授权至第四季度。Novavax也公布了超出预期的亏损，收入低于华尔街的预期。</blockquote></p><p> <b>5)&nbsp;Didi Global(DIDI)</b> – Didi gained 4.1% in premarket action, following a Bloomberg report saying the China-based ride-hailing company was considering giving up control of its data to help resolve a regulatory probe by the Chinese government.</p><p><blockquote><b>5）滴滴全球（DIDI）</b>–彭博社报道称，这家总部位于中国的网约车公司正在考虑放弃对其数据的控制权，以帮助解决中国政府的监管调查，滴滴在盘前股价上涨4.1%。</blockquote></p><p> <b>6)&nbsp;Zillow Group(ZG)</b> - Zillow reported adjusted quarterly earnings of 44 cents per share, 20 cents above estimates, with the real estate website operator’s revenue above estimates as well. Zillow also gave an upbeat growth forecast, as it scales up its home-flipping business, and said it expects sales this quarter to exceed $2 billion for the first time. Zillow added 1.8% in the premarket.</p><p><blockquote><b>6)Zillow集团(ZG)</b>-Zillow报告调整后季度收益为每股44美分，比预期高出20美分，这家房地产网站运营商的收入也高于预期。Zillow还给出了乐观的增长预测，因为它扩大了房屋翻转业务，并表示预计本季度销售额将首次超过20亿美元。Zillow盘前上涨1.8%。</blockquote></p><p> <b>7)&nbsp;Virgin Galactic(SPCE)</b> – Virgin Galactic lost 39 cents per share for its latest quarter, 6 cents more than expected, though the space flight company did report much better-than-expected revenue. It also announced it will sell seats for space tourism flights at $450,000 and up. The stock was up 3.1% in premarket trading.</p><p><blockquote><b>7）维珍银河（SPCE）</b>-维珍银河最近一个季度每股亏损39美分，比预期高出6美分，尽管这家太空飞行公司确实报告了远好于预期的收入。它还宣布将以45万美元及以上的价格出售太空旅游航班座位。该股在盘前交易中上涨3.1%。</blockquote></p><p> <b>8)&nbsp;Beyond Meat(BYND)</b> – Beyond Meat slid 3.7% in premarket action after it reported a quarterly loss of 31 cents per share, 7 cents wider than expected. Revenue for the maker of plant-based meat alternatives did come in above Street forecasts, but it gave a cautious outlook due to “more conservative” orders by its customers due to Covid-related uncertainty.</p><p><blockquote><b>8）Beyond Meat（BYND）</b>-Beyond Meat公布季度亏损31美分，比预期高出7美分，盘前股价下跌3.7%。这家植物性肉类替代品制造商的收入确实高于华尔街的预测，但由于与新冠病毒相关的不确定性，客户的订单“更加保守”，该公司给出了谨慎的前景。</blockquote></p><p> <b>9)&nbsp;Dropbox(DBX) </b>– Dropbox shares gained 3.5% in premarket trading after its adjusted earnings of 40 cents per share beat estimates by 7 cents and the cloud storage company’s revenue came in above forecasts as well.</p><p><blockquote><b>9)Dropbox(DBX)</b>-Dropbox调整后每股收益为40美分，超出预期7美分，该云存储公司的收入也高于预期，股价在盘前交易中上涨3.5%。</blockquote></p><p> <b>10)&nbsp;Cornerstone OnDemand(CSOD) </b>– Cornerstone agreed to be bought out by private equity firm Clearlake Capital Group. Clearlake will pay about $3.8 billion, or $57.50 per share in cash for the cloud computing firm. Cornerstone surged 13.3% in the premarket.</p><p><blockquote><b>10)基石点播(CSOD)</b>-Cornerstone同意被私募股权公司Clearlake Capital Group收购。Clearlake将支付约38亿美元，即每股57.50美元现金收购这家云计算公司。Cornerstone盘前飙升13.3%。</blockquote></p><p> <b>11)&nbsp;Zynga(ZNGA) </b>– Zynga shares plunged 15.8% in the premarket after the mobile gaming company gave a disappointing full-year forecast, anticipating a slowdown in gaming. Zynga also reported adjusted quarterly earnings of 4 cents per share, 5 cents shy of estimates, with revenue below estimates as well.</p><p><blockquote><b>11）Zynga（ZNGA）</b>–Zynga股价在盘前暴跌15.8%，此前这家移动游戏公司给出了令人失望的全年预测，预计游戏行业将放缓。Zynga还报告调整后季度收益为每股4美分，比预期低5美分，收入也低于预期。</blockquote></p><p> <b>12)&nbsp;Carvana(CVNA) </b>– Carvana shares rallied 11.3% in premarket trading after the online used-car retailer posted an unexpected profit – its first ever - for its latest quarter. The company’s revenue also exceeded analyst forecasts by a wide margin. Auto sales, in general, have enjoyed a boom in demand since the pandemic began last year.</p><p><blockquote><b>12)Carvana(CVNA)</b>–Carvana股价在盘前交易中上涨11.3%，此前这家在线二手车零售商公布了最近一个季度的首次意外盈利。该公司的收入也大幅超出了分析师的预期。总体而言，自去年疫情爆发以来，汽车销售需求蓬勃发展。</blockquote></p><p></p><p> <b>13)&nbsp;Yelp(YELP)</b> – Yelp earned 5 cents per share for its latest quarter, compared with consensus forecasts for a 9 cents per share loss. The online review site operator also reported better-than-expected revenue and boosted its full-year forecast as ad revenue continues to strengthen. Shares surged 12.9% in premarket action.</p><p><blockquote><b>13）Yelp（Yelp）</b>-Yelp最近一个季度每股盈利5美分，而市场普遍预测每股亏损9美分。随着广告收入持续走强，这家在线评论网站运营商还公布了好于预期的收入，并上调了全年预期。盘前股价飙升12.9%。</blockquote></p><p> <b>In FX,</b> the Bloomberg Dollar Spot Index was up 0.2%; the dollar rallied ahead of key U.S. jobs data that’s set to put a focus on the Federal Reserve’s policy outlook amid calls from officials to pare bond purchases. The greenback strengthened against all its G-10 peers, with the euro and the Norwegian krone among the biggest decliners. “A strong U.S. jobs number today should see the U.S. money market rates continue to work their way back to the highs seen in early July. This should support the dollar against the low- yielders of JPY and EUR,” said ING analysts including Chris Turner. Thursday’s release showing a second weekly drop in U.S. jobless claims stoked expectations for strong payrolls data and ignoring the huge ADP payrolls miss. Short-term accounts are carrying short AUD/USD positions into the report, according to FX traders. The Thai baht led losses among emerging markets currencies, emblematic of how a surge in coronavirus infections and deaths in some countries around the world is hitting confidence in their currencies and economies. Turkey's lira was down 0.8% in its fourth straight day of losses .</p><p><blockquote><b>在FX中，</b>彭博美元现货指数上涨0.2%；在美国关键就业数据公布之前，美元上涨，由于官员们评级削减债券购买，这些数据将使人们关注美联储的政策前景。美元兑所有10国集团货币走强，其中欧元和挪威克朗跌幅最大。包括Chris Turner在内的ING分析师表示：“今天强劲的美国就业数据应该会让美国货币市场利率继续回到7月初的高点。这应该会支撑美元兑日元和欧元的低收益货币。”周四公布的美国初请失业金人数连续第二周下降，引发了人们对强劲就业数据的预期，而忽略了ADP就业人数的大幅下滑。据外汇交易员称，短期账户正在将澳元/美元空头头寸纳入报告。泰铢领跌新兴市场货币，象征着全球一些国家冠状病毒感染和死亡人数激增如何打击人们对其货币和经济的信心。土耳其里拉下跌0.8%，连续第四天下跌。</blockquote></p><p> “EUR/USD is dropping toward 1.18 as short-term U.S. rates creeps higher before NFP,” say Danske Bank analysts including Jens Naervig Pedersen. “An ongoing strengthening of the labor market combined with rising inflation as the CPI-numbers are published next week is significant for the monetary policy outlook as shown by the recent hawkish comments from Fed’s vice chairman Clarida regarding tapering and rate hikes”</p><p><blockquote>包括Jens Naervig Pedersen在内的丹斯克银行分析师表示：“随着美国短期利率在NFP之前攀升，欧元/美元正在跌至1.18。”“随着下周公布消费者物价指数数据，劳动力市场的持续走强加上通胀上升，对货币政策前景意义重大，美联储副主席克拉里达最近关于缩减购债规模和加息的鹰派言论就表明了这一点”</blockquote></p><p> <b>In rates, </b>treasuries traded heavy across long-end of the curve, with the bear steepening move extended following large block sale in ultra-long bond futures shortly after 6am ET. 10-Year Treasury yields rose u to around 1.255%, cheaper by 3.2bp on the day and underperforming bunds by 1.5bp; long-end led losses steepens 2s10s, 5s30s spread by 2.3bp and 1.6bp on the day.&nbsp; Pockets of selling also emerged during Asia session as futures drifted lower, leaving yields cheaper by up to 4bp across long-end ahead of 8:30am ET July jobs report.</p><p><blockquote><b>在费率方面，</b>美国东部时间早上6点后不久，超长债券期货大量抛售后，美国国债在曲线长端交易强劲，熊市加剧。10年期国债收益率升至1.255%左右，当日便宜3.2个基点，表现逊于德国国债1.5个基点；长端led损失使2s10s、5s30s价差在当天分别扩大了2.3个基点和1.6个基点。随着期货走低，亚洲时段也出现了少量抛售，导致美国东部时间上午8:30 7月就业报告公布前，长期收益率下跌了多达4个基点。</blockquote></p><p> <b>In commodities,</b> oil prices rose on Friday but were still set for their biggest weekly loss since October after falls earlier in the week triggered by rising COVID-19 cases and a surprise build in U.S. crude stockpiles. WTI crude was $69.99 a barrel, up 0.47%. Brent crude traded at $72.22 per barrel, up 1.29%. The stronger dollar and potential for higher yields hurt gold with the spot price down 0.41% at $1,796.52. Ether the world's second largest cryptocurrency dropped 3% a day after a major software upgrade to its underlying ethereum blockchain, which is expected to stabilise transaction fees and reduce supply of the token.</p><p><blockquote><b>在大宗商品中，</b>油价周五上涨，但仍将创下10月以来的最大单周跌幅，此前本周早些时候因COVID-19病例增加和美国原油库存意外增加而下跌。WTI原油报69.99美元/桶，涨0.47%。布伦特原油报72.22美元/桶，涨1.29%。美元走强和收益率上升的潜力损害了黄金，现货价格下跌0.41%，至1,796.52美元。全球第二大加密货币以太币在其底层以太币区块链进行重大软件升级后一天下跌3%，预计这将稳定交易费用并减少代币供应。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181051774","content_text":"Payrolls data exceed estimates; U.S. index futures mixed.\nNonfarm payrolls increase 943,000 in July vs. 845,000 estimate.\nFutures : Dow  up 0.04%, S&P up 0.03%, Nasdaq down 0.12%.\nOil prices rose on Friday.\nDidi Global, Beyond Meat, Virgin Galactic made the biggest moves premarket.\n\n(Update: Aug 6, 2021 at 08:41 a.m. ET)\n(Aug 6) U.S. stock futures wavered Friday ahead of quarterly earnings and a jobs report that will give insights into the pace of business activity andthe economic rebound.\nAt 08:41 a.m. ET, Dow E-minis were up 13 points, or 0.04%, S&P 500 E-minis were up 1.5 points, or 0.03% and Nasdaq 100 E-minis fell 17.75 points, or 0.12%.\n\nStocks making the biggest moves premarket:\n1) Canopy Growth(CGC) – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts.\n2) Gannett(GCI) – The USA Today publisher earned 10 cents per share for its latest quarter, compared with forecasts of a 36 cents per share loss. Revenue also topped Wall Street forecasts. The company saw digital subscriber numbers jump 41% from a year earlier, and the stock rallied 6.3% in the premarket.\n3) DraftKings(DKNG) – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user.\n4) Novavax(NVAX) – Novavax shares tumbled 11.7% in premarket trading after the drugmaker said it would delay seeking emergency use authorization for its Covid-19 vaccine until the fourth quarter. Novavax also posted a wider-than-expected loss and saw revenue fall below Wall Street forecasts.\n5) Didi Global(DIDI) – Didi gained 4.1% in premarket action, following a Bloomberg report saying the China-based ride-hailing company was considering giving up control of its data to help resolve a regulatory probe by the Chinese government.\n6) Zillow Group(ZG) - Zillow reported adjusted quarterly earnings of 44 cents per share, 20 cents above estimates, with the real estate website operator’s revenue above estimates as well. Zillow also gave an upbeat growth forecast, as it scales up its home-flipping business, and said it expects sales this quarter to exceed $2 billion for the first time. Zillow added 1.8% in the premarket.\n7) Virgin Galactic(SPCE) – Virgin Galactic lost 39 cents per share for its latest quarter, 6 cents more than expected, though the space flight company did report much better-than-expected revenue. It also announced it will sell seats for space tourism flights at $450,000 and up. The stock was up 3.1% in premarket trading.\n8) Beyond Meat(BYND) – Beyond Meat slid 3.7% in premarket action after it reported a quarterly loss of 31 cents per share, 7 cents wider than expected. Revenue for the maker of plant-based meat alternatives did come in above Street forecasts, but it gave a cautious outlook due to “more conservative” orders by its customers due to Covid-related uncertainty.\n9) Dropbox(DBX) – Dropbox shares gained 3.5% in premarket trading after its adjusted earnings of 40 cents per share beat estimates by 7 cents and the cloud storage company’s revenue came in above forecasts as well.\n10) Cornerstone OnDemand(CSOD) – Cornerstone agreed to be bought out by private equity firm Clearlake Capital Group. Clearlake will pay about $3.8 billion, or $57.50 per share in cash for the cloud computing firm. Cornerstone surged 13.3% in the premarket.\n11) Zynga(ZNGA) – Zynga shares plunged 15.8% in the premarket after the mobile gaming company gave a disappointing full-year forecast, anticipating a slowdown in gaming. Zynga also reported adjusted quarterly earnings of 4 cents per share, 5 cents shy of estimates, with revenue below estimates as well.\n12) Carvana(CVNA) – Carvana shares rallied 11.3% in premarket trading after the online used-car retailer posted an unexpected profit – its first ever - for its latest quarter. The company’s revenue also exceeded analyst forecasts by a wide margin. Auto sales, in general, have enjoyed a boom in demand since the pandemic began last year.\n13) Yelp(YELP) – Yelp earned 5 cents per share for its latest quarter, compared with consensus forecasts for a 9 cents per share loss. The online review site operator also reported better-than-expected revenue and boosted its full-year forecast as ad revenue continues to strengthen. Shares surged 12.9% in premarket action.\nIn FX, the Bloomberg Dollar Spot Index was up 0.2%; the dollar rallied ahead of key U.S. jobs data that’s set to put a focus on the Federal Reserve’s policy outlook amid calls from officials to pare bond purchases. The greenback strengthened against all its G-10 peers, with the euro and the Norwegian krone among the biggest decliners. “A strong U.S. jobs number today should see the U.S. money market rates continue to work their way back to the highs seen in early July. This should support the dollar against the low- yielders of JPY and EUR,” said ING analysts including Chris Turner. Thursday’s release showing a second weekly drop in U.S. jobless claims stoked expectations for strong payrolls data and ignoring the huge ADP payrolls miss. Short-term accounts are carrying short AUD/USD positions into the report, according to FX traders. The Thai baht led losses among emerging markets currencies, emblematic of how a surge in coronavirus infections and deaths in some countries around the world is hitting confidence in their currencies and economies. Turkey's lira was down 0.8% in its fourth straight day of losses .\n“EUR/USD is dropping toward 1.18 as short-term U.S. rates creeps higher before NFP,” say Danske Bank analysts including Jens Naervig Pedersen. “An ongoing strengthening of the labor market combined with rising inflation as the CPI-numbers are published next week is significant for the monetary policy outlook as shown by the recent hawkish comments from Fed’s vice chairman Clarida regarding tapering and rate hikes”\nIn rates, treasuries traded heavy across long-end of the curve, with the bear steepening move extended following large block sale in ultra-long bond futures shortly after 6am ET. 10-Year Treasury yields rose u to around 1.255%, cheaper by 3.2bp on the day and underperforming bunds by 1.5bp; long-end led losses steepens 2s10s, 5s30s spread by 2.3bp and 1.6bp on the day.  Pockets of selling also emerged during Asia session as futures drifted lower, leaving yields cheaper by up to 4bp across long-end ahead of 8:30am ET July jobs report.\nIn commodities, oil prices rose on Friday but were still set for their biggest weekly loss since October after falls earlier in the week triggered by rising COVID-19 cases and a surprise build in U.S. crude stockpiles. WTI crude was $69.99 a barrel, up 0.47%. Brent crude traded at $72.22 per barrel, up 1.29%. The stronger dollar and potential for higher yields hurt gold with the spot price down 0.41% at $1,796.52. Ether the world's second largest cryptocurrency dropped 3% a day after a major software upgrade to its underlying ethereum blockchain, which is expected to stabilise transaction fees and reduce supply of the token.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152830756,"gmtCreate":1625279686075,"gmtModify":1633941813902,"author":{"id":"4087560374473260","authorId":"4087560374473260","name":"NeshiNeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087560374473260","idStr":"4087560374473260"},"themes":[],"htmlText":"Testing","listText":"Testing","text":"Testing","images":[{"img":"https://static.tigerbbs.com/bc641e260a36c8a4be38c9776bfaf862","width":"1080","height":"2187"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152830756","isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}