U.S. stocks fell on Thursday as higher bond yields continued to put pressure on high-growth technology stocks. The Dow Jones Industrial Average fell 410 points after closing at a record high in the previous session. The S&P 500 lost 1.9%, while the tech-heavy Nasdaq Composite slid 2.8% as Alphabet, Apple and Microsoft all slid more than 2%. Tesla dropped 7%. The 10-year Treasury yield topped 1.49% Thursday, hitting its highest level since February 2020. The jump put the benchmark rate above the S&P 500′s dividend yield, reducing the relative appeal of equities, which are already considered riskier assets. Higher rate could also hit the growth-oriented technology sector especially hard as the group has relied on easy borrowing. “Our base case is that rates will continue to rise due to increasing growth and inflation expectations and, eventually, Federal Reserve normalization,” said Ryan Detrick, chief market strategist at LPL Financial. “We also believe if rates move too high too fast, the Fed will intervene to make sure rising rates don’t become too restrictive and disrupt equity markets or the real economy.” Yields added to their advance even after Federal Reserve Chair Jerome Powell emphasized the central bank’s commitment to easy policy and downplayed the risk of inflation, saying it could take three years or more before the Fed’s goals are reached.
因为政府不断印钱，打压 commodity, 热钱没有地方去，只好吹纳斯达克泡泡。严重到什么程度我想大家都知道。
现在各种commodity 因为长期打压，严重短缺，价格飙升，inflation 急剧上涨，导致长期利率上涨。希望通过印钱压低利率已经无效。
下面看看fed 如何收场，呵呵。
suggest you don't bet against the fed. you can watch from the sideline...
版上的相关讨论也会转走一些。祝大家股票版都赚大钱～～。。
https://forums.huaren.us/showforum.html?forumid=336
现在还敢发？现在最重要的问题是inflation. 再发利率就奔四了。
肯定发啊，还有1400在路上呢！你看新闻么
不敢做投资建议。 铜铁油，很多PE 才1-2. Commodity 价格还在上涨。 仔细找找不少宝。
The Dow Jones Industrial Average fell 410 points after closing at a record high in the previous session. The S&P 500 lost 1.9%, while the tech-heavy Nasdaq Composite slid 2.8% as Alphabet, Apple and Microsoft all slid more than 2%. Tesla dropped 7%.
The 10-year Treasury yield topped 1.49% Thursday, hitting its highest level since February 2020. The jump put the benchmark rate above the S&P 500′s dividend yield, reducing the relative appeal of equities, which are already considered riskier assets. Higher rate could also hit the growth-oriented technology sector especially hard as the group has relied on easy borrowing.
“Our base case is that rates will continue to rise due to increasing growth and inflation expectations and, eventually, Federal Reserve normalization,” said Ryan Detrick, chief market strategist at LPL Financial. “We also believe if rates move too high too fast, the Fed will intervene to make sure rising rates don’t become too restrictive and disrupt equity markets or the real economy.”
Yields added to their advance even after Federal Reserve Chair Jerome Powell emphasized the central bank’s commitment to easy policy and downplayed the risk of inflation, saying it could take three years or more before the Fed’s goals are reached.
这样的欢喜能支撑几年？
没赚到钱， 看把你气得。