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Linda2240
Linda2240
·
2023-06-18
[微笑]
rate hike "ineffective"? US stocks have rebounded, and the dollar has also fallen back.
“四十年来最激进加息周期”如同没有发生！
rate hike "ineffective"? US stocks have rebounded, and the dollar has also fallen back.
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Linda2240
Linda2240
·
2023-05-28
[微笑]
US debt default crisis: preliminary agreement reached, but alarm far from lifted
闯关国会，又是一场“恶仗”。经过数周的激烈谈判，美国两党终于在周六晚间就解决美国债务上限问题达成“原则性协议”。不过，这份协议还需得到美国国会的快速通过，才能真正解除本次美债违约的“警报”。而这，又将
US debt default crisis: preliminary agreement reached, but alarm far from lifted
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Linda2240
Linda2240
·
2023-05-20
[微笑]
"Extreme Game"! U.S. debt ceiling negotiations "ended without results" on Friday
美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五
"Extreme Game"! U.S. debt ceiling negotiations "ended without results" on Friday
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Linda2240
Linda2240
·
2023-05-19
[微笑]
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Linda2240
Linda2240
·
2023-05-14
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Linda2240
Linda2240
·
2023-05-04
[微笑]
It's not just about "moats"! Buffett also has a major investment "trick".
巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特
It's not just about "moats"! Buffett also has a major investment "trick".
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Linda2240
Linda2240
·
2023-05-03
[微笑]
U.S. ADP employment figures for April were 296,000, the largest increase since July 2022.
5月3日，美国4月ADP就业人数为29.6万人，为2022年7月以来最大增幅；预期14.8万人，前值14.5万人。ADP报告：4月金融服务业就业人数减少2.8万人，3月减少5.1万人；4月贸易/运输/
U.S. ADP employment figures for April were 296,000, the largest increase since July 2022.
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Linda2240
Linda2240
·
2023-04-30
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Linda2240
Linda2240
·
2023-04-29
[微笑]
Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.
作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报
Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.
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Linda2240
Linda2240
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2023-04-28
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US stocks have rebounded, and the dollar has also fallen back.","url":"https://stock-news.laohu8.com/highlight/detail?id=1156309203","media":"华尔街见闻","summary":"“四十年来最激进加息周期”如同没有发生！","content":"<p><html><head></head><body>Looking back at the moment when the Federal Reserve paused rate hike in June, we can see a remarkable scene: the performance of the US stock market and the US dollar has remained almost unchanged compared to when the rate hike cycle began in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The market index traveled back to 15 months ago.</h2><p style=\"text-align: justify;\">By the close of trading on Friday, the S&P 500 had posted its fifth consecutive week of gains, closing at 4,409 points. When the Federal Reserve began its current rate hike cycle 15 months ago, the S&P 500 closed at 4358 points. The current S&P 500 index is higher than it was during the first rate hike on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the Federal Reserve's rate hike tightening of liquidity, while not a direct factor leading to a bear market, can also lead to a correction in the overall market.</strong>The sharp correction in the US stock market, especially technology stocks, in 2022 can confirm this. Following the spring rate hike, U.S. stocks were sold off and plunged into a bear market due to high inflation and rising borrowing costs, and recession predictions spread throughout the market.</p><p><p style=\"text-align: justify;\">However, US stocks rebounded sharply in the first half of this year, driven by strong corporate earnings. Before the earnings season began at the beginning of the year, Wall Street analysts had already significantly lowered their expectations. However, after companies released their earnings reports one after another, strong performance offset the pessimistic sentiment.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies reported better-than-expected first-quarter earnings, a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the ChatGPT craze, major tech stocks such as the Seven Sisters (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving up the index. In the first half of this year, the Nasdaq and S&P 500 rebounded, entering a technical bull market.</p><p><p style=\"text-align: justify;\">Currently,<strong>Although Federal Reserve Chairman Jerome Powell maintained a hawkish stance after the June policy meeting, the future path of monetary policy is now highly certain. The market generally expects that the rate hike is nearing its end and the Fed's tightening stance can no longer suppress the market's upward momentum.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>Over the next 6-12 months, the importance of the Federal Reserve will decrease, while other global drivers and fundamental factors will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, according to Citigroup's model, the impact of macroeconomic factors on the stock market has decreased from 83% to 71% since March, the largest three-month drop since 2009.</p><p><h2 style=\"text-align: start;\">the US Dollar Index fell in tandem</h2><p style=\"text-align: justify;\">At the same time, the strength of the US dollar has also weakened, with the US Dollar Index currently trading near its April 2022 level, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>The the US Dollar Index, which measures the volatility of the US dollar against six major currencies, is sensitive to interest rate policy and is usually positively correlated with interest rate levels, i.e., rate hike pushes the US Dollar Index higher and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in the current rate hike cycle, which has lasted 15 months and accumulated 500 basis points. The Federal Reserve began rate hike in March 2022, and then aggressively raised rate hike by 75 basis points four times between June and September. the US Dollar Index rose from approximately 102 in early June to approximately 114 at the end of September, a cumulative increase of over 11%. During this period, other currencies faced enormous depreciation pressure. It wasn't until the recent resolution of the debt ceiling crisis and the clear signal from the Federal Reserve to suspend rate hike that the US Dollar Index finally retreated.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more rate hike of 25 basis points or 50 basis points before the end of this year. However, the previously widely expected recession has not yet occurred. The U.S. economy appears to have withstood the impact of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, Bank of America strategists upgraded their outlook for the U.S. stock market and are increasingly optimistic about the economic outlook. They predict that even if a recession occurs, it will be relatively mild.</strong></p><p></body></html></p>","source":"live_wallstreetcn","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>rate hike \"ineffective\"? US stocks have rebounded, and the dollar has also fallen back.</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\">\nrate hike \"ineffective\"? US stocks have rebounded, and the dollar has also fallen back.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-06-18 20:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Looking back at the moment when the Federal Reserve paused rate hike in June, we can see a remarkable scene: the performance of the US stock market and the US dollar has remained almost unchanged compared to when the rate hike cycle began in early 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083e237d5166eb06a4af3db441f84982\" tg-width=\"640\" tg-height=\"356\"/></p><p><h2 style=\"text-align: start;\">The market index traveled back to 15 months ago.</h2><p style=\"text-align: justify;\">By the close of trading on Friday, the S&P 500 had posted its fifth consecutive week of gains, closing at 4,409 points. When the Federal Reserve began its current rate hike cycle 15 months ago, the S&P 500 closed at 4358 points. The current S&P 500 index is higher than it was during the first rate hike on March 16, 2022.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7359049e4467a9f0aff05065fa3d2\" tg-width=\"640\" tg-height=\"1415\"/></p><p><p style=\"text-align: justify;\"><strong>Generally speaking, the Federal Reserve's rate hike tightening of liquidity, while not a direct factor leading to a bear market, can also lead to a correction in the overall market.</strong>The sharp correction in the US stock market, especially technology stocks, in 2022 can confirm this. Following the spring rate hike, U.S. stocks were sold off and plunged into a bear market due to high inflation and rising borrowing costs, and recession predictions spread throughout the market.</p><p><p style=\"text-align: justify;\">However, US stocks rebounded sharply in the first half of this year, driven by strong corporate earnings. Before the earnings season began at the beginning of the year, Wall Street analysts had already significantly lowered their expectations. However, after companies released their earnings reports one after another, strong performance offset the pessimistic sentiment.</p><p><p style=\"text-align: justify;\">According to FactSet data, as of the end of May, nearly 80% of U.S. listed companies reported better-than-expected first-quarter earnings, a two-year high.</p><p><p style=\"text-align: justify;\">In addition, driven by the ChatGPT craze, major tech stocks such as the Seven Sisters (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla, and Google) continued to rise, driving up the index. In the first half of this year, the Nasdaq and S&P 500 rebounded, entering a technical bull market.</p><p><p style=\"text-align: justify;\">Currently,<strong>Although Federal Reserve Chairman Jerome Powell maintained a hawkish stance after the June policy meeting, the future path of monetary policy is now highly certain. The market generally expects that the rate hike is nearing its end and the Fed's tightening stance can no longer suppress the market's upward momentum.</strong></p><p><p style=\"text-align: justify;\">Bloomberg quoted experts as saying,<strong>Over the next 6-12 months, the importance of the Federal Reserve will decrease, while other global drivers and fundamental factors will play a greater role.</strong></p><p><p style=\"text-align: justify;\">Furthermore, according to Citigroup's model, the impact of macroeconomic factors on the stock market has decreased from 83% to 71% since March, the largest three-month drop since 2009.</p><p><h2 style=\"text-align: start;\">the US Dollar Index fell in tandem</h2><p style=\"text-align: justify;\">At the same time, the strength of the US dollar has also weakened, with the US Dollar Index currently trading near its April 2022 level, down nearly 10% from its all-time high.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933da88b6af1b7ce7a54fb42e84aa2ec\" tg-width=\"640\" tg-height=\"833\"/></p><p><p style=\"text-align: justify;\"><strong>The the US Dollar Index, which measures the volatility of the US dollar against six major currencies, is sensitive to interest rate policy and is usually positively correlated with interest rate levels, i.e., rate hike pushes the US Dollar Index higher and vice versa.</strong></p><p><p style=\"text-align: justify;\">This can be observed in the current rate hike cycle, which has lasted 15 months and accumulated 500 basis points. The Federal Reserve began rate hike in March 2022, and then aggressively raised rate hike by 75 basis points four times between June and September. the US Dollar Index rose from approximately 102 in early June to approximately 114 at the end of September, a cumulative increase of over 11%. During this period, other currencies faced enormous depreciation pressure. It wasn't until the recent resolution of the debt ceiling crisis and the clear signal from the Federal Reserve to suspend rate hike that the US Dollar Index finally retreated.</p><p><p style=\"text-align: justify;\">Currently, the market expects two more rate hike of 25 basis points or 50 basis points before the end of this year. However, the previously widely expected recession has not yet occurred. The U.S. economy appears to have withstood the impact of rate hike, the labor market is resilient, and corporate balance sheets are mostly healthy.<strong>In their latest report, Bank of America strategists upgraded their outlook for the U.S. stock market and are increasingly optimistic about the economic outlook. They predict that even if a recession occurs, it will be relatively mild.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3691390\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3691390","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156309203","content_text":"站在六月美联储暂停加息的节点回看，可以发现这样一幕神奇的景象：美股大盘和美元的表现，相比22年初加息周期开始时几乎没有变化。大盘指数时空穿越 回到15个月前截至周五美股收盘，标普500指数收获五周连阳，报4409点。当15个月前，美联储开启本轮加息周期时，标普大盘收于4358点。现在的标普500指数，比2022年3月16日第一次加息时还要高。通常来说，美联储加息收紧流动性，尽管不是导致熊市的直接因素，但也会导致大盘的调整。2022年，美国股市尤其是科技股的大幅调整可以印证这一点。在春天的加息之后，由于高通膨和借贷成本攀升，美国股票遭到抛售而落入熊市，经济衰退预测更是在市场中扩散。但是，今年上半年，在强劲的企业盈利推动下，美股大幅反弹。在年初进入财报季之前，华尔街分析师原本已经大幅下调预期，结果，在企业陆续公布财报后，强劲业绩抵消了悲观情绪。FactSet的数据显示，截至5月底，近80%美股上市公司第一季度财报超出预期，比例创下2年来新高。此外，在ChatGPT掀起的热潮推动下，美股七姐妹（苹果、微软、英伟达、亚马逊、Meta、特斯拉和谷歌）等大型科技股持续走高，拉动指数上升。今年上半年，纳指和标普500指数出现反弹，相继进入技术性牛市。目前来看，尽管在六月议息会议后美联储主席鲍威尔依然坚持放鹰，但货币政策的未来路径已有很高确定性，市场普遍预计加息已经临近终点，联储的紧缩立场已经无法再抑制市场的上行动力。彭博社援引专家说法称，未来6-12个月，美联储的重要性会降低，其他全球驱动因素和基本面因素将发挥更大的作用。此外，根据花旗集团的模型，自3月以来，宏观因素对股市的影响已从83%降至71%，这是2009年以来最大的三个月降幅。美元指数同步回落与此同时，美元的强势也有所减弱，美元指数目前在2022年4月的水平附近交易，较其历史高点下降了近10%。衡量美元对六种主要货币汇率波动的美元指数对利率政策较为敏感，通常与利率水平呈正相关关系，即加息推动美元指数上涨，反之则下跌。在本轮已持续15个月、累计500基点的加息周期中，可以观察到这一点。美联储自22年3月开始加息，随后在6月至9月期间，连续四次激进加息75个基点。美元指数从6月初的约102涨至9月末的约114，累计涨幅超过11%。期间其他货币承受了巨大的贬值压力。直到近期债务上限危机解决、美联储暂停加息信号明确，美元指数才终于回落。目前，市场预计，到今年年底前还会有两次25个基点或一次50个基点的加息。但此前普遍预计的衰退尚还没有发生，美国经济似乎已经承受了加息的冲击，劳动力市场富有弹性，企业资产负债表大多健康。美银的策略师在最新报告中提升了他们对美股市场的展望，并对经济前景越来越乐观，他们预测，如果出现经济衰退，也会相对温和。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979022796,"gmtCreate":1685289384316,"gmtModify":1685289388358,"author":{"id":"3581665781703479","authorId":"3581665781703479","name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581665781703479","idStr":"3581665781703479"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979022796","repostId":"1169636070","repostType":2,"repost":{"id":"1169636070","kind":"news","pubTimestamp":1685276505,"share":"https://ttm.financial/m/news/1169636070?lang=en_US&edition=fundamental","pubTime":"2023-05-28 20:21","market":"us","language":"zh","title":"US debt default crisis: preliminary agreement reached, but alarm far from lifted","url":"https://stock-news.laohu8.com/highlight/detail?id=1169636070","media":"华尔街见闻","summary":"闯关国会，又是一场“恶仗”。经过数周的激烈谈判，美国两党终于在周六晚间就解决美国债务上限问题达成“原则性协议”。不过，这份协议还需得到美国国会的快速通过，才能真正解除本次美债违约的“警报”。而这，又将","content":"<p><html><head></head><body><strong>Breaking through Congress is another \"vicious battle\".</strong><p style=\"text-align: justify;\">After weeks of intense negotiations, the two parties in the United States finally reached an \"agreement in principle\" on Saturday evening to resolve the U.S. debt ceiling. However, this agreement needs to be quickly passed by the US Congress before it can truly lift the \"alarm\" of this US debt default. And this will be another \"vicious battle\".</p><p><p style=\"text-align: justify;\">After the agreement was initially reached, Biden said it represented a \"compromise\" for him, while Republican House Speaker McCarthy said the agreement \"made historic cuts in spending\".</p><p><p style=\"text-align: justify;\">Looking back at this round of US debt ceiling game, it is not difficult to find that the contradiction between the two sides is that Republicans hope to reach an agreement to significantly reduce government expenditure while adjusting the debt ceiling; Democrats, on the other hand, insist on adjusting the debt ceiling relatively independently and are reluctant to make much of a concession on spending cuts.</p><p><p style=\"text-align: justify;\">Many analysts believe that the product of this compromise may not satisfy the more radical Republican lawmakers nor satisfy the left wing of the Democratic Party:</p><p>\"It is almost certain that the cuts in the package are both too mild to win the vote of hard-line conservatives and too harsh to win the vote of House radicals.\"<p style=\"text-align: justify;\">Therefore, many media commented that the prospects of the agreement in both the House and Senate may be \"bumpy\". CCTV News quoted the Washington Post as saying that it is a \"difficult task\" to pass an agreement in the current \"easily troubled and divided\" Congress in a short time.</p><p><p style=\"text-align: justify;\">According to the timetable given by McCarthy, the House of Representatives will vote next Wednesday (May 31) and then send it to the Senate for a session. The U.S. Treasury Department said on Friday that if Congress fails to pass the agreement in time, the government will default on its debt on June 5th.</p><p><p style=\"text-align: justify;\">Therefore, the U.S. Congress must successfully vote to pass the relevant bill before the \"X Date\" to avoid the U.S. default on its debt. If the two houses vote \"slightly differently\" next week, the potential risk of \"technical default\" of U.S. debt will far from disappear.</p><p><h2>\"Bipartisan cooperation\" is a must, and \"getting rid of the thorn\" is the key</h2><p style=\"text-align: justify;\">After the 2022 midterm elections, Democrats and Republicans control the U.S. Senate and House of Representatives, respectively, so the two parties must \"cooperate\" to possibly get the relevant bill passed in both chambers.</p><p><p style=\"text-align: justify;\">As mentioned earlier, though, the conflict between the two sides is that radical lawmakers in both parties may struggle to reach concessions on the bill, and senators from each party may find different reasons to oppose the bill — some far-right Republicans may think spending cuts are inadequate, while some Democratic left-wing politicians may feel they are conceding too much to Republicans.</p><p><p style=\"text-align: justify;\">Therefore, on the basis of \"bipartisan cooperation\" between Biden and McCarthy, whether these \"prickly\" lawmakers can be dealt with is the key to solving the problem.</p><p><p style=\"text-align: justify;\">White House officials have unofficially calculated that, in the event of losing a portion of the Republican vote,<strong>McCarthy could need as many as 100 Democratic votes to secure a 218 majority on the final debt ceiling deal — ensuring it can pass the House.</strong></p><p><p style=\"text-align: justify;\">It is worth mentioning that if the bill hits a serious block in the House, Democrats can also resort to a rarely used emergency tactic — a \"petition of release\" to vote on the debt ceiling in a \"clean\" adjustment that should have no strings attached. The parliamentary strategy, though, is even more remote — while Democrats support it, it needs to be persuaded enough Republican majorities to join or it won't succeed.</p><p><p style=\"text-align: justify;\">Moreover, Biden could try to invoke the untested legal theory of the 14th Amendment to the U.S. Constitution, which states that \"the validity of U.S. public debt…must not be challenged,\" thus clearing the way for him to authorize more borrowing. That could be immediately challenged in court, though.</p><p><p style=\"text-align: justify;\">If passed in the House of Representatives, the bill would go to the Senate.<strong>In the Senate, the bill needs the support of at least nine Republicans to garner 60 of 100 votes to keep the legislation moving.</strong></p><p><p style=\"text-align: justify;\">In the Democratic-controlled Senate, Majority Leader Chuck Schumer has full control over when the bill will go to a vote, media analysis said. However, individual senators can slow the process by insisting on procedural operations, including 30 hours of debate first on whether to begin debate and another 30 hours of debate on the bill itself.</p><p><p style=\"text-align: justify;\">And the Senate needs to pass the bill without changing the House bill. Otherwise, it would have to be beaten back to the House to restart a new round of voting.</p><p><p style=\"text-align: justify;\">It is worth mentioning that if there is a 50-50 tie in the Senate, Vice President Kamala Harris can vote to pass 51-50.</p><p><p style=\"text-align: justify;\">Only after it has been passed by both chambers can the deal go to the White House and be signed into law by Biden. Only by completing this legislation quickly can the \"alarm\" of this US debt default be successfully lifted.</p><p><h2>Timeline of this round of \"US Debt Ceiling Game\"</h2><p style=\"text-align: justify;\">On January 13, 2023, U.S. Treasury Secretary Yellen sent a letter to Congress saying that the U.S. will hit the statutory debt ceiling of $31.4 trillion on January 19 and that the Treasury Department will begin taking some \"extraordinary measures\" that cash and \"extraordinary measures\" may support through early June.</p><p><p style=\"text-align: justify;\">It is worth mentioning that it is not uncommon for U.S. debt to hit the upper limit, but this time the market panic is relatively rare. The reason may be related to the current extremely tight monetary policy in the United States, regional banking crisis and recession expectations. The frequent reminders of US Treasury Secretary Yellen further ignited this panic.</p><p><p style=\"text-align: justify;\">On January 13th, Yellen sent a letter to Congress to take \"extraordinary measures\" on January 19th; On April 25th, US Treasury Secretary Yellen delivered a speech, warning that there would be serious consequences if the ceiling of US debt was not resolved; On May 1 and May 15, Yellen sent letters to Congress formally warning of an earlier-than-expected default date; On May 27th, Yellen warned that if the U.S. Congress failed to pass the agreement in time, the government would default on its debt on June 5th.</p><p><p style=\"text-align: justify;\">On the evening of May 27th, US President Joe Biden and Republican leader McCarthy have reached an agreement in principle on raising the federal government's debt ceiling of $31.4 trillion. The media reported, citing people familiar with the matter,<strong>Negotiators on both sides agreed to raise the U.S. federal debt ceiling for two years, while cutting and limiting some government spending for two years, leaving non-defense spending nearly flat for two years</strong>, the agreement did not mention the budget cap after 2025, announcing that the specific bill would be sent to the House of Representatives for a vote on May 31.</p><p><p style=\"text-align: justify;\">The Council of Economic Advisers, a White House agency, estimates that if the U.S. debt defaults, the U.S. stock market will plummet 45%. According to Moody's estimates, if the U.S. debt defaults, the unemployment rate in the United States will soar by 5 percentage points, which means about 8 million Americans are unemployed. Meanwhile, governments subject to the debt ceiling will not be able to cope with the downturn through fiscal stimulus, leading to a deeper recession.</p><p></body></html></p>","source":"wallstreetcn_api","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>US debt default crisis: preliminary agreement reached, but alarm far from lifted</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\">\nUS debt default crisis: preliminary agreement reached, but alarm far from lifted\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-28 20:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Breaking through Congress is another \"vicious battle\".</strong><p style=\"text-align: justify;\">After weeks of intense negotiations, the two parties in the United States finally reached an \"agreement in principle\" on Saturday evening to resolve the U.S. debt ceiling. However, this agreement needs to be quickly passed by the US Congress before it can truly lift the \"alarm\" of this US debt default. And this will be another \"vicious battle\".</p><p><p style=\"text-align: justify;\">After the agreement was initially reached, Biden said it represented a \"compromise\" for him, while Republican House Speaker McCarthy said the agreement \"made historic cuts in spending\".</p><p><p style=\"text-align: justify;\">Looking back at this round of US debt ceiling game, it is not difficult to find that the contradiction between the two sides is that Republicans hope to reach an agreement to significantly reduce government expenditure while adjusting the debt ceiling; Democrats, on the other hand, insist on adjusting the debt ceiling relatively independently and are reluctant to make much of a concession on spending cuts.</p><p><p style=\"text-align: justify;\">Many analysts believe that the product of this compromise may not satisfy the more radical Republican lawmakers nor satisfy the left wing of the Democratic Party:</p><p>\"It is almost certain that the cuts in the package are both too mild to win the vote of hard-line conservatives and too harsh to win the vote of House radicals.\"<p style=\"text-align: justify;\">Therefore, many media commented that the prospects of the agreement in both the House and Senate may be \"bumpy\". CCTV News quoted the Washington Post as saying that it is a \"difficult task\" to pass an agreement in the current \"easily troubled and divided\" Congress in a short time.</p><p><p style=\"text-align: justify;\">According to the timetable given by McCarthy, the House of Representatives will vote next Wednesday (May 31) and then send it to the Senate for a session. The U.S. Treasury Department said on Friday that if Congress fails to pass the agreement in time, the government will default on its debt on June 5th.</p><p><p style=\"text-align: justify;\">Therefore, the U.S. Congress must successfully vote to pass the relevant bill before the \"X Date\" to avoid the U.S. default on its debt. If the two houses vote \"slightly differently\" next week, the potential risk of \"technical default\" of U.S. debt will far from disappear.</p><p><h2>\"Bipartisan cooperation\" is a must, and \"getting rid of the thorn\" is the key</h2><p style=\"text-align: justify;\">After the 2022 midterm elections, Democrats and Republicans control the U.S. Senate and House of Representatives, respectively, so the two parties must \"cooperate\" to possibly get the relevant bill passed in both chambers.</p><p><p style=\"text-align: justify;\">As mentioned earlier, though, the conflict between the two sides is that radical lawmakers in both parties may struggle to reach concessions on the bill, and senators from each party may find different reasons to oppose the bill — some far-right Republicans may think spending cuts are inadequate, while some Democratic left-wing politicians may feel they are conceding too much to Republicans.</p><p><p style=\"text-align: justify;\">Therefore, on the basis of \"bipartisan cooperation\" between Biden and McCarthy, whether these \"prickly\" lawmakers can be dealt with is the key to solving the problem.</p><p><p style=\"text-align: justify;\">White House officials have unofficially calculated that, in the event of losing a portion of the Republican vote,<strong>McCarthy could need as many as 100 Democratic votes to secure a 218 majority on the final debt ceiling deal — ensuring it can pass the House.</strong></p><p><p style=\"text-align: justify;\">It is worth mentioning that if the bill hits a serious block in the House, Democrats can also resort to a rarely used emergency tactic — a \"petition of release\" to vote on the debt ceiling in a \"clean\" adjustment that should have no strings attached. The parliamentary strategy, though, is even more remote — while Democrats support it, it needs to be persuaded enough Republican majorities to join or it won't succeed.</p><p><p style=\"text-align: justify;\">Moreover, Biden could try to invoke the untested legal theory of the 14th Amendment to the U.S. Constitution, which states that \"the validity of U.S. public debt…must not be challenged,\" thus clearing the way for him to authorize more borrowing. That could be immediately challenged in court, though.</p><p><p style=\"text-align: justify;\">If passed in the House of Representatives, the bill would go to the Senate.<strong>In the Senate, the bill needs the support of at least nine Republicans to garner 60 of 100 votes to keep the legislation moving.</strong></p><p><p style=\"text-align: justify;\">In the Democratic-controlled Senate, Majority Leader Chuck Schumer has full control over when the bill will go to a vote, media analysis said. However, individual senators can slow the process by insisting on procedural operations, including 30 hours of debate first on whether to begin debate and another 30 hours of debate on the bill itself.</p><p><p style=\"text-align: justify;\">And the Senate needs to pass the bill without changing the House bill. Otherwise, it would have to be beaten back to the House to restart a new round of voting.</p><p><p style=\"text-align: justify;\">It is worth mentioning that if there is a 50-50 tie in the Senate, Vice President Kamala Harris can vote to pass 51-50.</p><p><p style=\"text-align: justify;\">Only after it has been passed by both chambers can the deal go to the White House and be signed into law by Biden. Only by completing this legislation quickly can the \"alarm\" of this US debt default be successfully lifted.</p><p><h2>Timeline of this round of \"US Debt Ceiling Game\"</h2><p style=\"text-align: justify;\">On January 13, 2023, U.S. Treasury Secretary Yellen sent a letter to Congress saying that the U.S. will hit the statutory debt ceiling of $31.4 trillion on January 19 and that the Treasury Department will begin taking some \"extraordinary measures\" that cash and \"extraordinary measures\" may support through early June.</p><p><p style=\"text-align: justify;\">It is worth mentioning that it is not uncommon for U.S. debt to hit the upper limit, but this time the market panic is relatively rare. The reason may be related to the current extremely tight monetary policy in the United States, regional banking crisis and recession expectations. The frequent reminders of US Treasury Secretary Yellen further ignited this panic.</p><p><p style=\"text-align: justify;\">On January 13th, Yellen sent a letter to Congress to take \"extraordinary measures\" on January 19th; On April 25th, US Treasury Secretary Yellen delivered a speech, warning that there would be serious consequences if the ceiling of US debt was not resolved; On May 1 and May 15, Yellen sent letters to Congress formally warning of an earlier-than-expected default date; On May 27th, Yellen warned that if the U.S. Congress failed to pass the agreement in time, the government would default on its debt on June 5th.</p><p><p style=\"text-align: justify;\">On the evening of May 27th, US President Joe Biden and Republican leader McCarthy have reached an agreement in principle on raising the federal government's debt ceiling of $31.4 trillion. The media reported, citing people familiar with the matter,<strong>Negotiators on both sides agreed to raise the U.S. federal debt ceiling for two years, while cutting and limiting some government spending for two years, leaving non-defense spending nearly flat for two years</strong>, the agreement did not mention the budget cap after 2025, announcing that the specific bill would be sent to the House of Representatives for a vote on May 31.</p><p><p style=\"text-align: justify;\">The Council of Economic Advisers, a White House agency, estimates that if the U.S. debt defaults, the U.S. stock market will plummet 45%. According to Moody's estimates, if the U.S. debt defaults, the unemployment rate in the United States will soar by 5 percentage points, which means about 8 million Americans are unemployed. Meanwhile, governments subject to the debt ceiling will not be able to cope with the downturn through fiscal stimulus, leading to a deeper recession.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3689787\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3689787","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169636070","content_text":"闯关国会，又是一场“恶仗”。经过数周的激烈谈判，美国两党终于在周六晚间就解决美国债务上限问题达成“原则性协议”。不过，这份协议还需得到美国国会的快速通过，才能真正解除本次美债违约的“警报”。而这，又将是一场“恶仗”。在协议初步达成后，拜登表示，对他而言这代表了“妥协”，而共和党籍的众议院议长麦卡锡则表示，协议“在开支方面做了历史性的削减”。回顾本轮美债上限博弈，不难发现双方的矛盾点在于，共和党人希望在调整债务上限的同时，达成大幅削减政府开支的协议；而民主党人则坚持相对独立地调整债务上限，不愿在削减开支方面做出太大让步。不少分析认为，这份妥协的产物恐怕既无法满足共和党内立场更为激进的议员，又无法令民主党左翼感到满意：“几乎可以肯定的是，一揽子计划中的削减措施既过于温和，无法赢得强硬保守派的投票，又过于严厉，无法赢得众议院激进派的投票。”因此，不少媒体评论称，该协议在参众两院的前景可能都将“崎岖不平”。央视新闻援引《华盛顿邮报》评论称，短时间内在当前这个“容易陷入困境且分裂的”国会通过协议是一项“艰难的任务”。按麦卡锡给出的时间表，众议院将在下周三（5月31日）进行投票，随后送往参议院过会。而美国财政部本周五曾表示，如果美国国会不能及时通过协议，政府将会在6月5日出现债务违约。因此，美国国会必须成功在“X Date”前投票通过相关法案，才能避免美国出现债务违约。如果下周两院投票“稍有差池”，美债“技术性违约”的潜在风险就远远谈不上消失。“两党合作”是必须，“搞定刺头”是关键2022年中期选举后，民主党和共和党分别控制着美国会参议院和众议院，因此两党必须达成“合作”，才有可能使相关法案在两院都获得通过。不过，如前所述，双方的矛盾点在于，双方党内激进派议员可能很难就法案达成让步，来自每个党派的参议员可能会找到不同的理由反对该法案——部分极右翼共和党人可能会认为支出削减不够充分，而部分民主党左翼政客可能会觉得他们向共和党人让步太多。因此，在拜登和麦卡锡达成“两党合作”的基础上，能否搞定这些“刺头”议员，是解决问题的关键。据Politico此前报道，白宫官员曾非正式地计算过，在失去共和党一部分选票的情况下，麦卡锡可能需要获得多达100张民主党选票，才能以确保最终的债务上限协议取得218多数票——确保协议能够在众议院获得通过。值得一提的是，如果法案在众议院严重遇阻，民主党人还可以采取一种很少使用的紧急策略——“解除请愿书”，以“清洁”调整，不应该有附加条件的方式对债务上限进行投票。不过，这项议会策略更是希望渺茫——尽管民主党人支持这一做法，但需要说服足够多的共和党多数派加入，否则无法成功。此外，拜登可以尝试援引美国宪法第14修正案的未经检验的法律理论，该修正案规定“美国公共债务的有效性……不得被质疑”，从而为他授权更多借款扫清了道路。不过，这可能会立即在法庭上受到质疑。如果在众议院获得通过，该法案将提交参议院。在参议院，这项法案需要至少9名共和党人的支持，才能取得100票中的60票支持，从而继续推动立法。媒体分析称，在民主党控制的参议院，多数党领袖查克·舒默(Chuck Schumer)对该法案何时进行投票拥有完全控制权。但是，个别参议员可以通过坚持程序性操作来延缓这一进程，包括就是否开始辩论先进行30个小时的辩论，以及就法案本身再进行30个小时的辩论。而参议院需要在不改变众议院议案的情况下通过该法案。否则，它将不得不被打回众议院重新开始新一轮投票。值得一提的是，如果参议院出现50-50的平局，副总统卡玛拉·哈里斯可以投票以51-50通过。只有在参众两院都取得通过后，该协议方能提交白宫，由拜登签署成为法律。而只有快速完成这一立法，本次美债违约的“警报”才能顺利解除。本轮“美债上限博弈”时间线2023年1月13日，美国财政部长耶伦致信国会称，美国将在1月19日触及31.4万亿美元的法定债务上限，财政部将开始采取一些“非常措施”，现金和“非常措施”可能会支持到6月初。值得一提的是，美债触及上限并不罕见，但这次市场恐慌情绪之浓较为罕见。究其原因，可能和当前美国极其紧缩的货币政策、地区银行危机与衰退预期有关。而美财长耶伦的频频提醒，又进一步点燃了这一恐慌。1月13日耶伦致信国会将会在1月19日采取“非常措施”；4月25日，美财长耶伦发表演讲，警告美债上限不解决会产生严重后果；5月1日和5月15日，耶伦致信国会，正式警告违约日期比预期更早；5月27日，耶伦又警告称表示，如果美国国会不能及时通过协议，政府将会在6月5日出现债务违约。5月27日晚，美国总统拜登和国会共和党领袖麦卡锡已就提高联邦政府31.4万亿美元的债务上限达成原则性协议，媒体援引知情人士消息报道，双方谈判代表同意将美国联邦债务上限提高两年，同时将削减和限制两年内部分政府支出，非国防支出在2年内保持接近持平，协议中并未提及2025年后的预算上限，宣布具体法案于5月31日交由众议院表决。据白宫的一个机构经济顾问委员会估计，如果美债发生违约，美国股市将暴跌 45%。另据穆迪估计，若美债违约，那么美国失业率将飙升5个百分点，这意味着大约800万美国人失业。同时，受债务上限限制的政府将无法通过财政刺激应对经济低迷，从而导致更严重的衰退。","news_type":1,"symbols_score_info":{".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":5102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970507062,"gmtCreate":1684566773356,"gmtModify":1684566776862,"author":{"id":"3581665781703479","authorId":"3581665781703479","name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581665781703479","idStr":"3581665781703479"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970507062","repostId":"1134825236","repostType":2,"repost":{"id":"1134825236","kind":"news","pubTimestamp":1684547417,"share":"https://ttm.financial/m/news/1134825236?lang=en_US&edition=fundamental","pubTime":"2023-05-20 09:50","market":"sh","language":"zh","title":"\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134825236","media":"华尔街见闻","summary":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五","content":"<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress nor scheduling further meetings. According to reports, the debt ceiling impasse focuses on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling concluded on Friday, with neither side mentioning any progress nor scheduling further meetings.</p><p><p style=\"text-align: justify;\">Republican Representative garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>“We had a very, very frank discussion, discussing our current situation and how things need to develop.”<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time of the next meeting has not yet been determined.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with GOP leader and House Speaker McCarthy that progress needs to be made in changing the “trajectory” of rapidly rising U.S. government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">McCarthy said, \"We must spend less than last year.\"</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Representative Patrick McHenry, said McCarthy would be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">In the first meeting on Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news shook financial markets as the debt ceiling deadline approached.</p><p><h2>Focus of Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by Axios, Democratic Representative Dusty Johnson stated:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue spending more money, and as long as that's their position, it's impossible to reach an agreement.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy “insisted” on Republican demands to limit discretionary spending to 2022 levels.</p><p></body></html></p>","source":"wallstreetcn_api","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>\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday</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\">\n\"Extreme Game\"! U.S. debt ceiling negotiations \"ended without results\" on Friday\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-20 09:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The second meeting between the White House and Republican negotiators on raising the debt ceiling ended Friday with neither side mentioning any progress nor scheduling further meetings. According to reports, the debt ceiling impasse focuses on spending levels in 2024.<p style=\"text-align: justify;\">According to Reuters, the second meeting between the White House and Republican negotiators on raising the debt ceiling concluded on Friday, with neither side mentioning any progress nor scheduling further meetings.</p><p><p style=\"text-align: justify;\">Republican Representative garrett Graves told reporters after a brief meeting with White House officials at the Capitol:</p><p>“We had a very, very frank discussion, discussing our current situation and how things need to develop.”<p style=\"text-align: justify;\">\"Tonight is not a negotiation,\" Graves said, adding,<strong>The time of the next meeting has not yet been determined.</strong></p><p><p style=\"text-align: justify;\"><strong>He agreed with GOP leader and House Speaker McCarthy that progress needs to be made in changing the “trajectory” of rapidly rising U.S. government deficit spending and debt.</strong></p><p><p style=\"text-align: justify;\">McCarthy said, \"We must spend less than last year.\"</p><p><p style=\"text-align: justify;\">Another Republican negotiator, Representative Patrick McHenry, said McCarthy would be briefed on the progress of the negotiations.</p><p><p style=\"text-align: justify;\"><strong>Neither member of parliament mentioned any progress.</strong></p><p><p style=\"text-align: justify;\">In the first meeting on Friday morning, McCarthy's debt ceiling negotiators abruptly left shortly after a closed-door meeting with White House representatives began.</p><p><p style=\"text-align: justify;\">The news shook financial markets as the debt ceiling deadline approached.</p><p><h2>Focus of Controversy: Spending Levels in 2024</h2><p style=\"text-align: justify;\">Republicans are pushing for deep spending cuts in exchange for raising the cap.</p><p><p style=\"text-align: justify;\">The debt ceiling impasse focuses on spending levels in 2024.</p><p><p style=\"text-align: justify;\">According to a previous report by Axios, Democratic Representative Dusty Johnson stated:</p><p><p style=\"text-align: justify;\">\"The White House wants to continue spending more money, and as long as that's their position, it's impossible to reach an agreement.\"</p><p><p style=\"text-align: justify;\">Johnson said McCarthy “insisted” on Republican demands to limit discretionary spending to 2022 levels.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3689223\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92ece06f0d5f47ced3643ec6cfcc433e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3689223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134825236","content_text":"美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。据报道，债务上限僵局集中在2024年的支出水平上。据路透报道，美国白宫与共和党谈判代表周五就提高债务上限举行的第二次会议结束，双方均未提及任何进展，也没有安排进一步的会议。共和党众议员格雷夫斯(garrett Graves)在国会大厦与白宫官员举行简短会晤后对记者说：“我们进行了非常、非常坦诚的讨论，讨论了我们的现状，讨论了事情需要如何发展。”“今晚不是一次谈判，”格雷夫斯说，并补充说，下一次会议的时间尚未确定。他赞同美国共和党领袖、众议院议长麦卡锡的说法，即需要在改变美国政府赤字支出和债务迅速上升的“轨迹”方面取得进展。麦卡锡说：“我们的支出必须比去年少。”另一位共和党谈判代表、众议员Patrick McHenry说，麦卡锡将听取有关谈判进展的简报。两位议员都没有提到任何进展。在周五早上的第一次会议上，麦卡锡的债务上限谈判代表与白宫代表的闭门会议开始后不久便突然离开。随着债务上限最后期限的临近，这一消息震动了金融市场。焦点争议：2024年的支出水平共和党人正在推动大幅削减开支，以换取提高上限。债务上限僵局集中在2024年的支出水平上。据媒体Axios此前报道，民主党众议员Dusty Johnson表示：“白宫想继续花更多的钱，只要这是他们的立场，就不可能达成协议。”Johnson说，麦卡锡“坚持”共和党要求将可自由支配的支出限制在2022年的水平。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970221659,"gmtCreate":1684496426571,"gmtModify":1684496430415,"author":{"id":"3581665781703479","authorId":"3581665781703479","name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581665781703479","idStr":"3581665781703479"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970221659","repostId":"2336951950","repostType":2,"isVote":1,"tweetType":1,"viewCount":4534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970347405,"gmtCreate":1684078765708,"gmtModify":1684078769497,"author":{"id":"3581665781703479","authorId":"3581665781703479","name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581665781703479","idStr":"3581665781703479"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970347405","repostId":"1154230640","repostType":2,"isVote":1,"tweetType":1,"viewCount":5172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947266985,"gmtCreate":1683201128247,"gmtModify":1683201132136,"author":{"id":"3581665781703479","authorId":"3581665781703479","name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581665781703479","idStr":"3581665781703479"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947266985","repostId":"1185922715","repostType":2,"repost":{"id":"1185922715","kind":"news","pubTimestamp":1683200165,"share":"https://ttm.financial/m/news/1185922715?lang=en_US&edition=fundamental","pubTime":"2023-05-04 19:36","market":"us","language":"zh","title":"It's not just about \"moats\"! Buffett also has a major investment \"trick\".","url":"https://stock-news.laohu8.com/highlight/detail?id=1185922715","media":"华尔街见闻","summary":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特","content":"<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Spring Festival Gala of the Investment World,\" the Berkshire Hathaway shareholder meeting, will be held on Saturday. At this time, ordinary investors will once again pose a crucial question:</p><p><p style=\"text-align: justify;\">Why are Buffett's stock picks so successful?</p><p><p style=\"text-align: justify;\">The Wall Street Journal summarized two answers to this question.</p><p><p style=\"text-align: justify;\">According to an article published in the newspaper on Wednesday, one answer is universally known: Buffett's exceptional ability to select high-quality companies, while the other is much less remarkable—his preference for dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of the company's announcements,<strong>Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings.<strong>Chevron has increased its dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire Hathaway will also receive more than $700 million each from Coca-Cola, Apple, and Bank of America, more than $500 million from Kraft Heinz, and approximately $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"This is what he likes: dividends and buybacks.\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Mr. Finkle says Mr. Buffett is good at picking companies that have stood the test of time and improved Dividend in many economic cycles. Over time, this both increased the value of Berkshire's stock portfolio and expanded the company's ample cash reserves that it could use for its own businesses, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire Hathaway's most recent financial report, the company had $128.6 billion in cash and cash equivalents at the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle stated that Buffett's preference for dividend-paying stocks is not his \"secret weapon,\" but it is certainly part of it.</p><p><p style=\"text-align: justify;\">Take Coca-Cola, Buffett's favorite drink, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought its current holdings of approximately 400 million Coca-Cola shares for $1.3 billion, receiving $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure increased nearly tenfold to $704 million, while the market value of Berkshire Hathaway's Coca-Cola shares soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders earlier this year, Buffett stated,<strong>Dividend grows every year, as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">In his shareholder letter, Buffett stated:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend checks.<p style=\"text-align: justify;\">Buffett and Munger predict that Coca-Cola will continue to increase its Dividend in the future. Coca-Cola said in February that it had approved the 61st consecutive increase in annual Dividend.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" in stock selection is actually \"selecting high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">This \"secret weapon\" achieved similar returns for Berkshire Hathaway when used on American Express.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion acquisition of American Express shares in 1995 and acquired $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire Hathaway's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from spectacular,\" he said in his letter. \"But the important thing is that they brought about an increase in stock prices.\"</p><p><p style=\"text-align: justify;\">Generally, investors tend to reinvest dividends into their original stocks, but Berkshire Hathaway did not reinvest dividends from Coca-Cola and American Express in these two stocks. The increased stake was due to years of share buybacks by the two companies.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire has not increased its stake in Coca-Cola and American Express stock since the 1990s, some speculate, perhaps because it hates paying too high a price for its investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire Hathaway shareholders, Buffett said:</p><p>For investors, buying stock in a good company at an excessively high price may offset the impact of favorable business development over the next decade.<p style=\"text-align: justify;\">It is worth noting that while Dividend can provide stable income like bonds, it still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company is short on cash flow, it can cut or even suspend dividends, and suspending dividends often causes the stock price to fall because investors often see it as a signal that the company is in a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend often perform poorly.</p><p></body></html></p>","source":"wallstreetcn","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>It's not just about \"moats\"! Buffett also has a major investment \"trick\".</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\">\nIt's not just about \"moats\"! Buffett also has a major investment \"trick\".\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-05-04 19:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Most of the companies Buffett invests in pay dividends, and Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong><p style=\"text-align: justify;\">The annual \"Spring Festival Gala of the Investment World,\" the Berkshire Hathaway shareholder meeting, will be held on Saturday. At this time, ordinary investors will once again pose a crucial question:</p><p><p style=\"text-align: justify;\">Why are Buffett's stock picks so successful?</p><p><p style=\"text-align: justify;\">The Wall Street Journal summarized two answers to this question.</p><p><p style=\"text-align: justify;\">According to an article published in the newspaper on Wednesday, one answer is universally known: Buffett's exceptional ability to select high-quality companies, while the other is much less remarkable—his preference for dividend-paying stocks.</p><p><p style=\"text-align: justify;\">Note,<strong>Most of the companies Buffett invests in pay dividends.</strong></p><p><p style=\"text-align: justify;\">According to Dow Jones Market Data's analysis of the company's announcements,<strong>Berkshire Hathaway is expected to earn approximately $5.7 billion in cash from its stock portfolio this year.</strong></p><p><p style=\"text-align: justify;\">Nearly a fifth of that will come from Chevron, one of Berkshire's largest holdings.<strong>Chevron has increased its dividend for 36 consecutive years.</strong></p><p><p style=\"text-align: justify;\">In addition, Dow Jones market data shows that Berkshire Hathaway will also receive more than $700 million each from Coca-Cola, Apple, and Bank of America, more than $500 million from Kraft Heinz, and approximately $363 million from American Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa8ab5d9e43dc821c224f2bc8d3a57b\" tg-width=\"554\" tg-height=\"439\"/></p><p><p style=\"text-align: justify;\"><strong>\"This is what he likes: dividends and buybacks.\"</strong>Todd Finkle, a professor of entrepreneurship at Gonzaga University, said that Finkle once wrote a book about Buffett's career.</p><p><p style=\"text-align: justify;\">Mr. Finkle says Mr. Buffett is good at picking companies that have stood the test of time and improved Dividend in many economic cycles. Over time, this both increased the value of Berkshire's stock portfolio and expanded the company's ample cash reserves that it could use for its own businesses, as well as for acquisitions and share buybacks.</p><p><p style=\"text-align: justify;\">According to Berkshire Hathaway's most recent financial report, the company had $128.6 billion in cash and cash equivalents at the end of 2022.</p><p><p style=\"text-align: justify;\">Finkle stated that Buffett's preference for dividend-paying stocks is not his \"secret weapon,\" but it is certainly part of it.</p><p><p style=\"text-align: justify;\">Take Coca-Cola, Buffett's favorite drink, for example.</p><p><p style=\"text-align: justify;\">In 1994, Berkshire Hathaway bought its current holdings of approximately 400 million Coca-Cola shares for $1.3 billion, receiving $75 million in cash Dividend that year.</p><p><p style=\"text-align: justify;\"><strong>In 2022, this figure increased nearly tenfold to $704 million, while the market value of Berkshire Hathaway's Coca-Cola shares soared to $25 billion.</strong></p><p><p style=\"text-align: justify;\">In his annual letter to shareholders earlier this year, Buffett stated,<strong>Dividend grows every year, as certain as a birthday.</strong></p><p><p style=\"text-align: justify;\">In his shareholder letter, Buffett stated:</p><p>All Charlie (Munger) and I had to do was cash Coca-Cola's quarterly Dividend checks.<p style=\"text-align: justify;\">Buffett and Munger predict that Coca-Cola will continue to increase its Dividend in the future. Coca-Cola said in February that it had approved the 61st consecutive increase in annual Dividend.</p><p><p style=\"text-align: justify;\">In other words, according to Finkle, Buffett's \"secret weapon\" in stock selection is actually \"selecting high-quality companies + dividend-paying stocks\".</p><p><p style=\"text-align: justify;\">This \"secret weapon\" achieved similar returns for Berkshire Hathaway when used on American Express.</p><p><p style=\"text-align: justify;\">Berkshire completed the vast majority of its $1.3 billion acquisition of American Express shares in 1995 and acquired $41 million in Dividend that year.</p><p><p style=\"text-align: justify;\">Last year, Berkshire Hathaway's stake in American Express was worth $22 billion, and it received $302 million in Dividend from the latter.</p><p><p style=\"text-align: justify;\">\"These Dividend gains, while satisfactory, are far from spectacular,\" he said in his letter. \"But the important thing is that they brought about an increase in stock prices.\"</p><p><p style=\"text-align: justify;\">Generally, investors tend to reinvest dividends into their original stocks, but Berkshire Hathaway did not reinvest dividends from Coca-Cola and American Express in these two stocks. The increased stake was due to years of share buybacks by the two companies.</p><p><p style=\"text-align: justify;\">In fact,<strong>Berkshire has not increased its stake in Coca-Cola and American Express stock since the 1990s, some speculate, perhaps because it hates paying too high a price for its investments.</strong></p><p><p style=\"text-align: justify;\">In a 1983 letter to Berkshire Hathaway shareholders, Buffett said:</p><p>For investors, buying stock in a good company at an excessively high price may offset the impact of favorable business development over the next decade.<p style=\"text-align: justify;\">It is worth noting that while Dividend can provide stable income like bonds, it still carries risks.</p><p><p style=\"text-align: justify;\">For example, if a company is short on cash flow, it can cut or even suspend dividends, and suspending dividends often causes the stock price to fall because investors often see it as a signal that the company is in a major financial crisis. In addition, when investors choose more expensive growth stocks, their Dividend often perform poorly.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687974\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3687974","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185922715","content_text":"巴菲特投资的大多数公司都派息，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。一年一度的“投资界春晚”、伯克希尔·哈撒韦股东会将在周六召开，这时候，普通投资者又会抛出灵魂一问：巴菲特的选股为什么会如此成功？对于这个问题，《华尔街日报》总结了两个答案。根据该报周三发布的文章，其中一个答案无人不晓，即巴菲特出神入化的挑选优质公司的能力，另外一个则不起眼得多——青睐派息股。注意，巴菲特投资的大多数公司都派息。根据Dow Jones Market Data对公司公告的分析，预计今年伯克希尔·哈撒韦将从其股票投资组合中赚取约57亿美元现金。其中近五分之一将来自伯克希尔最大持股之一的雪佛龙，雪佛龙已连续36年增加派息。另外，道琼斯市场数据显示，伯克希尔还将从可口可乐、苹果和美国银行各拿到逾7亿美元，从卡夫亨氏公司拿到逾5亿美元，从美国运通公司拿到约3.63亿美元。 “这就是他喜欢的：派息和回购，”贡萨加大学创业学教授Todd Finkle说，Finkle曾写过一本关于巴菲特职业生涯的书。Finkle说，巴菲特擅长挑选在许多经济周期中经受住时间考验并提高股息的公司。随着时间推移，这既增加了伯克希尔股票投资组合的价值，也扩大了公司能够用于自身业务以及收购和股票回购的充足现金储备。根据伯克希尔最近的财报，公司到2022年年底拥有1286亿美元的现金和现金等价物。Finkle表示，青睐派息股并非巴菲特的“秘密武器”，但确是其中一部分。拿巴菲特最爱的可口可乐举例。1994年，伯克希尔·哈撒韦以13亿美元买入其目前持有的大约4亿股可口可乐股份，当年就获得了7500万美元的现金股息。2022年，这一数字翻了近十倍至7.04亿美元，而伯克希尔持有的可口可乐股份市值也已飙升至250亿美元。巴菲特在今年早些时候发布的年度致股东信中称，股息每年都会增长，就像生日一样确定无疑。巴菲特在股东信中表示：我和查理（芒格）要做的只是兑现可口可乐的季度股息支票。巴菲特和芒格预计，可口可乐未来将继续提高股息。可口可乐2月份表示，已批准连续第61次提高年度股息。也就是说，按照Finkle的说法，巴菲特选股的“秘密武器”其实是“挑选优质公司+派息股”。该“秘密武器”用在美国运通公司身上也为伯克希尔实现了类似的回报。伯克希尔1995年完成了以13亿美元买入美国运通股份的绝大部分交易，并在当年获得了4100万美元的股息。去年，伯克希尔所持美国运通股份价值为220亿美元，并从后者获得了3.02亿美元的股息。“这些股息收益固然令人满意，却远谈不上惊人，”巴菲特在他的信中表示。“但重要的是它们带来了股价的上涨。”一般来说，投资者倾向于将分红重新投资到原股票上，但伯克希尔并没有将可口可乐和美国运通的分红重新投资到这两只股票中，持股比例升高则是因为两家公司多年以来的股票回购。事实上，伯克希尔自1990年代以来就没有加码可口可乐和美国运通股票，有人推测，这可能是因为他讨厌为投资支付过高的价格。巴菲特在1983年写给伯克希尔股东的信中说：对于投资者来说，以过高的价格购买一家优秀公司的股票，可能会抵消随后十年有利的业务发展所产生的影响。值得注意的是，股息虽然能够像债券一样提供稳定的收入，但仍存在风险。比如，如果一家公司现金流紧张，它可以削减甚至是暂停派息，而暂停派息又往往会导致股价下跌，因为投资者经常其视为公司出现重大财务危机的信号。另外，当投资者选择较昂贵的成长股时，其股息也往往表现不佳。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":4472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947648720,"gmtCreate":1683116692460,"gmtModify":1683116695896,"author":{"id":"3581665781703479","authorId":"3581665781703479","name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581665781703479","idStr":"3581665781703479"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947648720","repostId":"1166168941","repostType":2,"repost":{"id":"1166168941","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683116159,"share":"https://ttm.financial/m/news/1166168941?lang=en_US&edition=fundamental","pubTime":"2023-05-03 20:15","market":"us","language":"zh","title":"U.S. ADP employment figures for April were 296,000, the largest increase since July 2022.","url":"https://stock-news.laohu8.com/highlight/detail?id=1166168941","media":"老虎资讯综合","summary":"5月3日，美国4月ADP就业人数为29.6万人，为2022年7月以来最大增幅；预期14.8万人，前值14.5万人。ADP报告：4月金融服务业就业人数减少2.8万人，3月减少5.1万人；4月贸易/运输/","content":"<p><html><head></head><body>On May 3, the U.S. ADP employment figures for April were 296,000, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>ADP report: Financial services employment fell by 28,000 in April and by 51,000 in March;</p><p>The median annual wage growth rate for trade/transportation/utilities employees was 6.6% in April, compared to 7.0% in March.</p><p>The median annual growth rate of wages for construction workers in April was 6.9%, compared to 7.0% in March.</p><p>The median annual wage growth rate for professional/business service employees was 6.3% in April, compared to 6.4% in March.</p><p>The median annual growth rate of manufacturing wages in April was 6.2%, compared to 6.5% in March.</p><p>The median annual growth rate of wages for employees in the financial services industry was 6.7% in April, compared to 6.8% in March.</p><p>Following the data release, US stock futures experienced little short-term volatility, with Nasdaq 100 futures maintaining a gain of approximately 0.3%. the US Dollar Index rose more than 10 points in the short term and is currently trading at 101.67. Spot gold fell by about $2 in the short term, currently trading at $2013.50 per ounce.</p><p><strong>Institutional assessment of US ADP employment figures:</strong>U.S. private companies added 296,000 jobs in April, indicating a hiring boom despite a sharp slowdown in wage growth for those changing jobs.</p><p><strong>ADP Chief Economist Nela Richardson:</strong>The slowdown in wage growth provides the clearest signal yet of the current state of the labor market, with employers controlling wage growth while hiring aggressively. Our data also shows that fewer and fewer people are changing jobs.</p><p><strong>Financial website Forexlive comments on US April ADP data:</strong>This is a strong number and highlights why the Federal Reserve's job is so difficult. They cannot reasonably raise wages without undermining the banking system, but the addition of nearly 300,000 jobs suggests that the pressure for wage growth has not disappeared.</p><p></body></html></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>U.S. ADP employment figures for April were 296,000, the largest increase since July 2022.</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\">\nU.S. ADP employment figures for April were 296,000, the largest increase since July 2022.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-03 20:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 3, the U.S. ADP employment figures for April were 296,000, the largest increase since July 2022. The expected number was 148,000, compared to the previous value of 145,000.</p><p>ADP report: Financial services employment fell by 28,000 in April and by 51,000 in March;</p><p>The median annual wage growth rate for trade/transportation/utilities employees was 6.6% in April, compared to 7.0% in March.</p><p>The median annual growth rate of wages for construction workers in April was 6.9%, compared to 7.0% in March.</p><p>The median annual wage growth rate for professional/business service employees was 6.3% in April, compared to 6.4% in March.</p><p>The median annual growth rate of manufacturing wages in April was 6.2%, compared to 6.5% in March.</p><p>The median annual growth rate of wages for employees in the financial services industry was 6.7% in April, compared to 6.8% in March.</p><p>Following the data release, US stock futures experienced little short-term volatility, with Nasdaq 100 futures maintaining a gain of approximately 0.3%. the US Dollar Index rose more than 10 points in the short term and is currently trading at 101.67. Spot gold fell by about $2 in the short term, currently trading at $2013.50 per ounce.</p><p><strong>Institutional assessment of US ADP employment figures:</strong>U.S. private companies added 296,000 jobs in April, indicating a hiring boom despite a sharp slowdown in wage growth for those changing jobs.</p><p><strong>ADP Chief Economist Nela Richardson:</strong>The slowdown in wage growth provides the clearest signal yet of the current state of the labor market, with employers controlling wage growth while hiring aggressively. Our data also shows that fewer and fewer people are changing jobs.</p><p><strong>Financial website Forexlive comments on US April ADP data:</strong>This is a strong number and highlights why the Federal Reserve's job is so difficult. They cannot reasonably raise wages without undermining the banking system, but the addition of nearly 300,000 jobs suggests that the pressure for wage growth has not disappeared.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166168941","content_text":"5月3日，美国4月ADP就业人数为29.6万人，为2022年7月以来最大增幅；预期14.8万人，前值14.5万人。ADP报告：4月金融服务业就业人数减少2.8万人，3月减少5.1万人；4月贸易/运输/公用事业就业人员薪资增速年率中值为6.6%，3月为7.0%；4月建筑业就业人员薪资增速年率中值为6.9%，3月为7.0%；4月专业/商业服务就业人员薪资增速年率中值为6.3%，3月为6.4%；4月制造业就业人员薪资增速年率中值为6.2%，3月为6.5%；4月金融服务业就业人员薪资增速年率中值为6.7%，3月为6.8%。数据公布后，美股期货短线波动不大，纳斯达克100指数期货维持约0.3%的涨幅。美元指数短线拉升逾10点，现报101.67。现货黄金短线走低约2美元，现报2013.50美元/盎司。机构评美国ADP就业人数：美国私营企业4月份增加了29.6万个就业岗位，表明尽管换工作的人的工资增长大幅放缓，但仍出现了招聘热潮。ADP首席经济学家Nela Richardson：薪资增长放缓给出了当前劳动力市场状况的最清晰信号，雇主们在大举招聘的同时，也在控制薪资增长。我们的数据还显示，换工作的人越来越少。财经网站Forexlive评美国4月ADP数据：这是一个强劲的数字，也突显出美联储的工作为何如此艰难。他们不可能在不破坏银行体系的情况下合理地提高工资，但增加了近30万个工作岗位表明，工资增长的压力并没有消失。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947810126,"gmtCreate":1682859575365,"gmtModify":1682859578842,"author":{"id":"3581665781703479","authorId":"3581665781703479","name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581665781703479","idStr":"3581665781703479"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947810126","repostId":"2331122664","repostType":2,"isVote":1,"tweetType":1,"viewCount":4386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947804299,"gmtCreate":1682781170511,"gmtModify":1682781174113,"author":{"id":"3581665781703479","authorId":"3581665781703479","name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581665781703479","idStr":"3581665781703479"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947804299","repostId":"1193243086","repostType":2,"repost":{"id":"1193243086","kind":"news","pubTimestamp":1682757120,"share":"https://ttm.financial/m/news/1193243086?lang=en_US&edition=fundamental","pubTime":"2023-04-29 16:32","market":"us","language":"zh","title":"Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1193243086","media":"华尔街见闻","summary":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报","content":"<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan's acquisition faces regulatory hurdles, but there is also the possibility of an exception in order to save First Republic Bank.</strong><p style=\"text-align: justify;\">The struggling First Republic Bank has received interested parties: JPMorgan Chase and PNC are both potential acquirers.</p><p><p style=\"text-align: justify;\">According to a Bloomberg report today, the U.S. Federal Deposit Insurance Corporation (FDIC) has required banks including JPMorgan Chase and PNC Financial Services Group to...<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday solicited interest from banks, including information on their proposed offers and estimated costs for First Republic Bank deposit insurance, and on Friday invited two companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg stated that the bidding process initiated by regulators could pave the way for the sale of First Republic Bank, without the lengthy auction process that occurred when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Furthermore, the precipitous drop in First Republic Bank's stock (down 97% year-to-date) has reduced its market capitalization to just $650 million.<strong>This may also provide some feasibility for the acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street Journal reported earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department, and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Previously, First Republic Bank's advisors sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Although buyers lose money when they buy, these potential buyers' $30 billion deposits at First Republic Bank are not insured. If they believe First Republic Bank is about to go bankrupt, they could risk losing the money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses its emergency powers to guarantee these deposits, large banks will need to replenish huge sums of money with the FDIC. As part of the deal, several banks that intervened in the bailout could receive some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a plan would result in short-term losses for the rescued banks, but in the long run it may be less costly than failing First Republic Bank and being taken over by regulators.</strong></p><p><h2>Regulatory barriers</h2><p style=\"text-align: justify;\">However, even though First Republic Bank's market capitalization has dwindled, regulatory rules could also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the United States that absorbs more than 10% of deposits,<strong>According to U.S. regulations, the bank is not eligible to acquire another institution that also takes deposits, which would make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Nevertheless, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC prefers to limit the solution to the private sector rather than the billions it would have to pay to take over a bank again. The agency had previously planned to conduct a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Previously, media outlets, citing sources, reported that the most likely outcome for First Republic Bank was a takeover by the FDIC. If First Republic is taken over by regulators, the FDIC will still ask other banks about possible acquisition bids. However, sources said at the time that there was still hope for a solution that would prevent First Republic from being taken over by the FDIC.</p><p></body></html></p>","source":"wallstreetcn","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>Who will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.</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\">\nWho will win the First Republic? Report: FDIC requires bidders such as JPMorgan Chase to submit final offers by Sunday.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-04-29 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>As a large bank that takes in more than 10% of deposits, JPMorgan's acquisition faces regulatory hurdles, but there is also the possibility of an exception in order to save First Republic Bank.</strong><p style=\"text-align: justify;\">The struggling First Republic Bank has received interested parties: JPMorgan Chase and PNC are both potential acquirers.</p><p><p style=\"text-align: justify;\">According to a Bloomberg report today, the U.S. Federal Deposit Insurance Corporation (FDIC) has required banks including JPMorgan Chase and PNC Financial Services Group to...<strong>Submit a final offer for First Republic Bank by Sunday.</strong></p><p><p style=\"text-align: justify;\">The regulator on Thursday solicited interest from banks, including information on their proposed offers and estimated costs for First Republic Bank deposit insurance, and on Friday invited two companies to participate in the next step of the bidding process.</p><p><p style=\"text-align: justify;\">Bloomberg stated that the bidding process initiated by regulators could pave the way for the sale of First Republic Bank, without the lengthy auction process that occurred when Silicon Valley Bank and Signature Bank collapsed.</p><p><p style=\"text-align: justify;\">Furthermore, the precipitous drop in First Republic Bank's stock (down 97% year-to-date) has reduced its market capitalization to just $650 million.<strong>This may also provide some feasibility for the acquisition.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c0b589ac7783879dc11eba6207dc3e3\" tg-width=\"560\" tg-height=\"240\"/></p><p><p style=\"text-align: justify;\">Wall Street Journal reported earlier today that U.S. officials, including the FDIC, the U.S. Treasury Department, and the Federal Reserve, are coordinating meetings with other banks to facilitate a bailout plan for First Republic Bank.</p><p><p style=\"text-align: justify;\">Previously, First Republic Bank's advisors sought to get several banks involved in the bailout a month ago to buy its assets at above-market prices.</p><p><p style=\"text-align: justify;\">Although buyers lose money when they buy, these potential buyers' $30 billion deposits at First Republic Bank are not insured. If they believe First Republic Bank is about to go bankrupt, they could risk losing the money altogether.</p><p><p style=\"text-align: justify;\">Furthermore, even if the federal government uses its emergency powers to guarantee these deposits, large banks will need to replenish huge sums of money with the FDIC. As part of the deal, several banks that intervened in the bailout could receive some form of equity.</p><p><p style=\"text-align: justify;\"><strong>Such a plan would result in short-term losses for the rescued banks, but in the long run it may be less costly than failing First Republic Bank and being taken over by regulators.</strong></p><p><h2>Regulatory barriers</h2><p style=\"text-align: justify;\">However, even though First Republic Bank's market capitalization has dwindled, regulatory rules could also add obstacles to acquisitions.</p><p><p style=\"text-align: justify;\">Because JPMorgan Chase is one of the few large banks in the United States that absorbs more than 10% of deposits,<strong>According to U.S. regulations, the bank is not eligible to acquire another institution that also takes deposits, which would make it bigger again.</strong></p><p><p style=\"text-align: justify;\">Nevertheless, there is the possibility of an exception in order to save First Republic Bank.</p><p><p style=\"text-align: justify;\">The FDIC prefers to limit the solution to the private sector rather than the billions it would have to pay to take over a bank again. The agency had previously planned to conduct a special assessment of the banking sector to cover the costs of the bankruptcies of Silicon Valley Bank and Signature Bank last month.</p><p><p style=\"text-align: justify;\">Previously, media outlets, citing sources, reported that the most likely outcome for First Republic Bank was a takeover by the FDIC. If First Republic is taken over by regulators, the FDIC will still ask other banks about possible acquisition bids. However, sources said at the time that there was still hope for a solution that would prevent First Republic from being taken over by the FDIC.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3687776\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffc56982f828847b68443cfbde6a957b","relate_stocks":{"FRCB":"第一共和银行"},"source_url":"https://wallstreetcn.com/articles/3687776","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193243086","content_text":"作为吸收存款超过10%的大型银行，摩根大通的收购在监管方面存在障碍，但为了拯救第一共和银行，也存在破例的可能性。岌岌可危的第一共和银行迎来了意向方：摩根大通、PNC都有可能成为最终收购者。据彭博今日报道，美国联邦存款保险公司（FDIC）要求包括摩根大通和PNC金融服务集团在内的银行在周日之前提交对第一共和银行的最终报价。监管机构于周四向各家银行征求了意向，包括了解这些银行建议的报价以及对第一共和银行存款保险金的预估成本，并于周五邀请了两家公司参加了下一步的竞标过程。彭博表示，监管机构启动的竞标程序可能为第一共和银行的出售铺平道路，而不会像硅谷银行和签字银行倒闭时经历漫长的拍卖流程。此外，第一共和银行股票的断崖式下跌（今年以来下跌97%）已经使市值跌至仅有6.5亿美元，这可能也为收购提供了一定程度上的可行性。华尔街见闻今日早些时候曾介绍，包括FDIC、美国财政部和美联储在内的美国官员们正在协调与其他银行的会议，以促成对第一共和银行的救助计划。此前，第一共和银行的顾问们寻求让数家参与了一个月前救助行动的银行以高于市价的价格购买其资产。尽管买家买入即亏，但这些潜在买家在第一共和银行的300亿美元存款没有保险。如果他们认为第一共和银行即将破产，他们可能会面临彻底失去这笔钱的风险。此外，即使联邦政府动用紧急权力为这些存款提供担保，大型银行也需要向FDIC补充巨额资金。作为交易的一部分，多家出手救助的银行可以获得某种形式的股权。上述方案将导致出手相救的银行短期内蒙受损失，但从长远来看，可能比让第一共和银行倒闭并被监管机构接管的成本更低。监管障碍然而，尽管第一共和银行的市值已经所剩无几，但监管规定也可能为收购行动增加阻碍。由于摩根大通是全美少数几家吸收存款超过10%的大型银行，根据美国监管规定，该行没有资格再收购一家同样吸收存款的机构，这将令其规模再一次壮大。尽管如此，为了拯救第一共和银行，也存在破例的可能性。相比FDIC再次接管一家银行所必须付出的数十亿成本，FDIC更希望将解决方案限制在私营部门。此前该机构已经计划对银行业进行特别评估，以支付硅谷银行和签名银行上个月破产的费用。此前媒体援引消息人士称，第一共和银行最有可能的结果就是被FDIC接管。如果第一共和银行被监管机构接管，FDIC仍将问询其他银行，让他们进行可能的收购投标。不过消息人士当时称，也仍有希望找到一个第一共和不被FDIC接管的解决方案。","news_type":1,"symbols_score_info":{"FRCB":0.9,"FRC":0.9}},"isVote":1,"tweetType":1,"viewCount":4897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947158054,"gmtCreate":1682696789878,"gmtModify":1682696793402,"author":{"id":"3581665781703479","authorId":"3581665781703479","name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581665781703479","idStr":"3581665781703479"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947158054","repostId":"1149416254","repostType":2,"isVote":1,"tweetType":1,"viewCount":4835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}