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2021-11-25

The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>

Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates soo

The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>

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What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182200011","media":"Barrons","summary":"Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates soo","content":"Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.<blockquote>固定收益市场发出信号，美联储将不得不比预期更早加息，这可能会削弱股市。</blockquote> The yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.<blockquote>截至周三，2年期国债收益率已从11月初的0.5%升至0.64%。此举表明，投资者预计美联储将加息，以应对通胀，通胀仍高于预期，因为消费者需求飙升，供应链难以满足需求。</blockquote> Indeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.<blockquote>事实上，周三公布的美联储本月早些时候会议纪要显示，如果通胀居高不下，央行成员准备比此前预期更早加息。</blockquote> That belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.<blockquote>这种信念开始蔓延到公司债务和政府债务之间的信用利差中。美国银行投资级公司债券指数显示，总体而言，美国国债收益率利差已从本月早些时候的0.89%升至0.94%，原因是投资者因预期加息可能会减缓经济增长而逃离公司债券并对利润造成压力。</blockquote> Consistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&amp;P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.<blockquote>与此相一致的是，对经济更为敏感的行业的投资级公司债券相对于政府债务的信用利差正在上升。FactSet的数据显示，标普500制造企业发行的十年期债券收益率比10年期国债高出1.08个百分点，较11月份最低水平时0.99个百分点的利差有所上升。能源行业公司债利差已从11月低点1.2升至1.41个百分点。</blockquote> “The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments &amp; Retirement Group, told Barron’s Wednesday.<blockquote>新英格兰投资与退休集团财富顾问约翰·哈姆周三对《巴伦周刊》表示：“市场预计明年将加息一到两次，这就是为什么你会看到信用利差扩大。”</blockquote> Although the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&amp;P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.<blockquote>尽管主要股指已脱离历史高点，但这种情绪并未导致超过5%的抛售。标普500、纳斯达克综合指数和道琼斯工业平均指数较高点下跌0.1%、1.3%和1.7%。</blockquote> But the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.<blockquote>但如果信用利差继续扩大，痛苦可能会到来。“最终这将重新回到股市，”哈维说。</blockquote>","source":"market_watch","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>The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</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\">\nThe Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-11-25 17:04\n\n</h4>\n</header>\n<article>\nFixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.<blockquote>固定收益市场发出信号，美联储将不得不比预期更早加息，这可能会削弱股市。</blockquote> The yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.<blockquote>截至周三，2年期国债收益率已从11月初的0.5%升至0.64%。此举表明，投资者预计美联储将加息，以应对通胀，通胀仍高于预期，因为消费者需求飙升，供应链难以满足需求。</blockquote> Indeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.<blockquote>事实上，周三公布的美联储本月早些时候会议纪要显示，如果通胀居高不下，央行成员准备比此前预期更早加息。</blockquote> That belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.<blockquote>这种信念开始蔓延到公司债务和政府债务之间的信用利差中。美国银行投资级公司债券指数显示，总体而言，美国国债收益率利差已从本月早些时候的0.89%升至0.94%，原因是投资者因预期加息可能会减缓经济增长而逃离公司债券并对利润造成压力。</blockquote> Consistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&amp;P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.<blockquote>与此相一致的是，对经济更为敏感的行业的投资级公司债券相对于政府债务的信用利差正在上升。FactSet的数据显示，标普500制造企业发行的十年期债券收益率比10年期国债高出1.08个百分点，较11月份最低水平时0.99个百分点的利差有所上升。能源行业公司债利差已从11月低点1.2升至1.41个百分点。</blockquote> “The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments &amp; Retirement Group, told Barron’s Wednesday.<blockquote>新英格兰投资与退休集团财富顾问约翰·哈姆周三对《巴伦周刊》表示：“市场预计明年将加息一到两次，这就是为什么你会看到信用利差扩大。”</blockquote> Although the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&amp;P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.<blockquote>尽管主要股指已脱离历史高点，但这种情绪并未导致超过5%的抛售。标普500、纳斯达克综合指数和道琼斯工业平均指数较高点下跌0.1%、1.3%和1.7%。</blockquote> But the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.<blockquote>但如果信用利差继续扩大，痛苦可能会到来。“最终这将重新回到股市，”哈维说。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/articles/stock-market-fed-rate-increase-51637790713?mod=newsviewer_click_seemore\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/articles/stock-market-fed-rate-increase-51637790713?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1182200011","content_text":"Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.\nThe yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.\nIndeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.\nThat belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.\nConsistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.\n“The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments & Retirement Group, told Barron’s Wednesday.\nAlthough the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.\nBut the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2530,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}