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财报季来了,让投资者分心

发表于 2022年1月15日 03:30:02 | 显示全部楼层 |阅读模式

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伦敦(美国有线电视新闻网商业)科技股一直在暴跌,因为华尔街痴迷于美联储的下一步行动,以及它将在未来 12 个月内以多大的力度提高借贷成本以控制通胀。

1672979-Josh-Sundquist-Quote-One-more-thing-one-more-time.jpg

但随着企业财报季的到来,注意力可能很快就会转移到其他地方,分散人们对经济和未来未知数的注意力。

正在发生的事情:Refinitiv 的数据显示,在 2021 年的最后三个月,标准普尔 500 指数成分股的收益预计将比上一年增长 22.4%。那将是一个强有力的表现。

瑞银在周五给客户的一份报告中表示,尽管今年开局动荡,但它并不认为更加鹰派的美联储会“破坏”股市反弹,而且财报季将“将投资者的注意力转向强劲的基本面。 "

这只是在:达美航空公司(DAL)周四表示,其在 2021 年最后三个月的利润超出预期。虽然由于 Omicron 案件激增,它预计本季度将亏损,但它认为这对其影响操作将在接下来的 60 天内结束。

“我们相信最坏的情况已经过去,”首席执行官埃德巴斯蒂安周四在接受 CNBC 采访时表示。

周五,当许多美国银行公布业绩时,企业盈利的热潮正式开始。自今年年初以来,这些公司的股价飙升。更高的利率将帮助银行通过贷款赚取更多的钱。

KBW 银行指数今年迄今已上涨近 12%,而标准普尔 500 指数下跌超过 2%。

这些银行需要证明他们值得最近大量涌入的现金。预计贷款和利润丰厚的投资银行费用将为他们带来收益。

摩根大通 (JPM) 周五公布的收益超出了分析师的预期。

摩根大通首席执行官杰米戴蒙在一份声明中表示:“摩根大通报告称,我们的业务取得了稳健的业绩,这得益于资本市场活动的增加和贷款活动的回升,因为全公司的平均贷款增长了 6%。”

反计划:美联储官员本周明确表示,他们将 2022 年的三次加息视为基线,但他们可以采取更多措施来对抗以 39 年来最快速度上涨的价格。

“我们的货币政策的重点是让通胀回落到 2%,同时维持包括所有人在内的复苏,”被任命为美联储二号官员的莱尔·布雷纳德 (Lael Brainard) 在周四的确认听证会上表示。 “这是我们最重要的任务。”

美联储理事克里斯托弗·沃勒(Christopher Waller)告诉彭博电视台,加息的次数将取决于“下半年的通胀情况”。

“如果它继续保持高位,那么将进行四次,也许是五次加息,”沃勒说。

这样的言论可能会迫使投资者在未来几周内继续重新评估他们的投资组合,因为利率上升将打击华尔街在大流行期间青睐的高增长股票。

Earnings season is here to distract investors from everything else

London (CNN Business)Tech stocks have been plunging as Wall Street obsesses over the Federal Reserve's next moves and how aggressively it will hike borrowing costs over the next 12 months to rein in inflation.

But attention could soon shift elsewhere as corporate earnings season arrives, delivering a distraction from the economy and the unknowns that lie ahead.

What's happening: S&P 500 earnings are expected to have increased by 22.4% compared to the previous year during the final three months of 2021, according to Refinitiv. That would be a strong showing.

In a note to clients on Friday, UBS said that despite a volatile start to the year, it does not think a more hawkish Fed will "derail" the stock market rally, and that earnings season will "turn investor attention back to robust fundamentals."

This just in: Delta Air Lines (DAL) said on Thursday that its profits beat expectations during the last three months of 2021. While it expects to lose money in its current quarter due to a surge in Omicron cases, it thinks the impact on its operations will end within the next 60 days.

"We believe the worst is behind us," CEO Ed Bastian said in an interview with CNBC on Thursday.

The rush of corporate earnings begins in earnest on Friday, when many US banks report results. Shares of these companies have soared since the start of the year. Higher interest rates would help banks make more money on loans.

The KBW Bank Index has jumped almost 12% year-to-date, while the S&P 500 is down more than 2%.

These banks will need to prove they're worthy of the recent influx of cash. Lending and lucrative investment banking fees are expected to deliver for them.

JPMorgan Chase (JPM) on Friday posted earnings that beat analysts' expectations.

"JPMorgan Chase reported solid results across our businesses benefiting from elevated capital markets activity and a pick up in lending activity as firmwide average loans were up 6%," CEO Jamie Dimon said in a statement.

Counter-programming: Federal Reserve officials made clear this week that they view three interest rate hikes in 2022 as the baseline, but they could do more to fight prices that are rising at the fastest pace in 39 years.

"Our monetary policy is focused on getting inflation back down to 2% while sustaining a recovery that includes everyone," Lael Brainard, who has been tapped to be the Fed's No. 2 official, said at her confirmation hearing Thursday. "This is our most important task."

Christopher Waller, a Fed governor, told Bloomberg TV that the number of rate hikes will depend on "what inflation looks like in the second half of the year."

"If it continues to be high, the case will be made for four, maybe five hikes," Waller said.

Such remarks could compel investors to keep reassessing their portfolios in the coming weeks, since rising interest rates will ding the high-growth stocks that Wall Street has favored during the pandemic.

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