Podcasts about ppi cpi

Markets have been clinging by fingernails to the 100-DMA in anticipation of PPI & CPI results; markets in response moved above the 20-DMA, and this morning markets are wrestling with two key areas: The 50-DMA and a declining top trendline that is intersecting with the 50-DMA. If markets can get above the 50-DMA and hold it, that will set up markets to rally tomorrow, trigger a MACD buy signal, and push markets upwards toward 6,000. We are starting to see money flows turn positive. We're still not out of the woods on inflation concerns, however, so use any rally to rebalance risk. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the video version of this podcast: https://www.youtube.com/watch?v=H1UMyISH7Rg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PPI #CPI #Inflation #EnergyStocks #BankingStocks #EarningsReports #InflationFear #HawkishFed #MarketCorrection #DownwardPricePressure #MarketRisk #OverBought #OverSold #100DMA #200DMA #MarketSupport #MarketCorrection #MarketRally #Expectations #MarketIndicators #InvestingAdvice #Money #Investing

播客讨论了未来经济面临的挑战，特别是在特朗普可能连任的背景下，外贸环境将更加严峻，出口预期不佳。在此情况下，投资和消费成为经济增长的关键。当前房地产投资回落，基建投资依赖政府，而制造业投资需要降低融资成本。为摆脱通缩困境，必须提升国内消费，稳定楼市和股市，修复收入预期。未来的经济政策将重点推升消费，确保经济恢复活力。政策效果如何，将决定股市的走向和经济的整体表现。00:02:02:市场情绪与经济数据：谁将最终决定市场的走向？00:04:07:市场分歧：通缩环境下的经济困境与政策应对00:06:07:通缩对经济体的伤害巨大，如何解脱？政策组合带来的通胀是关键！00:08:10:PPI与CPI的下降趋势代表企业盈利收缩，影响股市和需求修复

Andrew and Tom discuss the tensions building in the Middle East, fed rumors, previews of PPI/CPI, and generic drugs containing high levels of Benzene. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

Kerry Lutz and Ted Thatcher discussed the recent PPI and CPI numbers and their significance in relation to inflation and potential rate cuts. They explored Jerome Powell's perspective and the political incentives for rate reductions, emphasizing the influence of financial markets on Fed decisions. The discussion also touched on the growing disparity between Wall Street and Main Street, expressing apprehension about the impact on average Americans. Additionally, they explored the evolving nature of CPI measurement and its implications for understanding inflation, and the potential effects of political influences on economic policies. The conversation concluded with a reflection on the need for vigilance and caution in financial decision-making, given the complex interplay of economic, political, and market forces.

PPI Initially the Producer Price Index (PPI) looked problematic as it increased 0.5%, which easily topped the estimate of 0.3%. Looking further into the report though, the March reading was revised from an initially reported 0.2% gain to a decline of 0.1%, which more than accounted for this month's beat. Looking on a year-over-year basis, PPI rose 2.2% and core PPI was 2.4%. While the core PPI increase was the biggest annual move since August 2023, I still don't believe it's at a problematic level considering the Fed's 2% target.  CPI The Consumer Price Index (CPI) brought some positive news as the index grew 3.4% in April which was in line with expectations and better than the previous month's reading of 3.5%. Core CPI which excludes food and energy was up 3.6% and was below last month's reading of 3.8%. This was the lowest reading for core CPI since April 2021. Shelter continues to be the major weight keeping prices elevated as it was up 5.5% over last year and accounted for over two thirds of the growth in core CPI. Energy which was a major positive for the CPI numbers for much of last year has now brought some pressure to the headline CPI number as it was up 2.6% compared to last year. The easy comparisons from last year have disappeared and now I believe we will continue to see year over year gains in the energy component moving forward. Other areas that remained problematic included motor vehicle insurance (+22.6%), admission to sporting events (+15.4%), and motor vehicle repair (+9.8%). While there are some remaining negatives in the inflation fight, overall, I believe this report shows we are continuing to head in the right direction. Private Credit I have seen investors become more interested in the private credit space, but personally I have not invested any money in it, nor would I recommend my clients do so. Private credit is where nonbank financial institutions, like private-equity firms, make loans to businesses. It was essentially created to serve companies that were too big or risky for banks or too small for the bond market. The funds are generally illiquid, which means you could be stuck in an investment and if it goes south, you may have no other choice than to ride it out and hope it comes back. Also, since they rarely trade you don't really know what the loans are worth and have to rely on pricing from quarterly accounting estimates. The fees are quite high as they are in the range of 1.25%, which I would consider high for essentially a fixed income alternative. Unknown risks could also be developing in the space due to less regulations and limited oversight. The International Monetary Fund (IMF) recently released a report that stated with the recent increase in yields, more than a third of borrowers have interest costs that exceed their earnings. Pull all the info together and I'm comfortable not being in this investment.  Meme Stocks Meme stocks are back in the news with companies like GameStop (GME) and AMC Entertainment (AMC) surging! AMC was actually quite smart and took advantage of the move to do a $250 million stock sale to raise capital. Like I said back in 2021, these moves are occurring for no fundamental reason. The fact that these are occurring because a guy that goes by the name “Roaring Kitty” posted an image of a man in chair leaning forward is just crazy. If you want to gamble on this stock just know that's all it is, there is no fundamental reason for the company's stock to be trading at these levels. It's also important to remember that last time the hype occurred the stock reached an intra-day split adjusted high of $120.75 per share and has been in free fall before this recent move as it touched a three year low of $9.95 per share. I believe the story will end the same way for many of these traders and for those that think they are sticking it to Wall Street, unfortunately it will not have as big of an impact as they think.  Financial Planning: Best Withdrawal Rate for Retirement  The 4% rule has been around for decades and states if retirees withdraw 4% from their portfolio every year, and increase the annual withdrawals by the rate of inflation, they are very unlikely to run out of money. This rule of thumb has been widely used but it is important to understand it has some pitfalls. First off, a 4% withdrawal rate is overly conservative in almost all cases. To be able to withdraw 4% plus inflation over a retirement lasting 30 years, the asset return needs to outpace inflation by just 1%. A 1% real return is extremely low. This is partly caused by the misconception that retirees need to have an overly conservative portfolio. Regardless of age, retirees still should allocate their assets to grow and outpace inflation. That doesn't mean they need to buy risky or trendy investments, but there should always be growth. Retirees are living longer and longer which means traditional “conservative” portfolios are actually riskier because they increase the chance of outliving money. Secondly, retirement spending typically doesn't maintain pace with inflation. In the first few years of retirement, people are more active and spending more, but as they age, they tend to slow down which results in lower levels of spending. This means it can be appropriate to start with a larger withdrawal rate followed by smaller inflationary increases over time. Because of this, a 5% or even 6% withdrawal rate can be used in retirement when paired with wise investment management. A withdrawal rate of 6% may not seem like much more than 4%, but mathematically it is 50% more which means substantially more retirement income, or being able to retire several years sooner.     Stocks Discussed: Netflix (NFLX), Wayfair (W) and CVS Health (CVS)

In this episode I bring you a Tuesday night Twitter Space! WHAT'S UP EVERYBODY! AS A REMINDER everything in this episode is strictly the opinion of myself and my guest and should NOT be taken as financial advice. NOT FINANCIAL ADVICE NOT FINANCIAL ADVICE. Check out Stamp Seed: stampseed.com Use promocode GREENCANDLE for 15% off Check out Bitcoin News: https://bitcoinnewsweekly.beehiiv.com/subscribe?ref=PXhaAS1itU Check out the Bitcoin Advisers: content.thebitcoinadviser.com/greencandle LIKE, SUBSCRIBE, AND SHARE THIS PODCAST Follow me on Twitter  @greencandleit https://twitter.com/Greencandleit Subscribe to my newsletter: greencandleinvestments.substack.com Subscribe to my YouTube: https://www.youtube.com/channel/UCdvC14iR8V7MedS7ArKHNCA Follow me on Instagram: https://www.instagram.com/greencandleit/?hl=en Follow me on TikTok: https://www.tiktok.com/@greencandleit --- Support this podcast: https://podcasters.spotify.com/pod/show/macroinsights/support

美國財報季結束 本週聚焦PPI 與 CPI數據 英國擺脫經濟衰退 股市創高 降息機率高 中國消費降級 PPI難以復甦 -- Hosting provided by SoundOn

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PPI More great news on the inflation front as the Producer Price Index (PPI) fell 0.5% in the month of October, which was well below expectations for a 0.1% increase. This also marked the largest monthly decline since April 2020. Compared to last year, the index showed an increase of just 1.3% which was a nice decline from September's reading of 2.2%. Even looking at the core PPI, which excludes food and energy there was a positive news. It was flat compared to September which was below the expectation for a 0.3%. The reduced inflation problems for producers should continue to benefit consumer prices in the months ahead. CPI Report There were some major positives in the CPI report which sent interest rates tumbling. In fact, the 10-year treasury fell to below 4.5%. What was so positive about the CPI? The headline number showed just a 3.2% increase in inflation compared to last year and the core CPI showed a gain of just 4.0% which was below the expectation for a 4.1% increase. This was also the lowest reading for core CPI since September 2021 and it is well below the peak of 6.6% that was hit last September. Areas where inflation still remains hot include admission to sporting events (+25.1%), motor vehicle repair (+15.1%), and motor vehicle insurance (+19.2%). Another area that continues to push inflation higher is shelter which increased 6.7% compared to last year. I continue to believe this index does a poor job reflecting the current state of shelter costs, yet it accounted for more than 70% of the increase in core CPI. As the shelter index normalizes, I believe we can quickly see a push towards the Fed's target of 2%. While I don't believe we will get there next year, I do believe we will see core inflation fall below 3%. For this reason, I do believe the Fed's hiking cycle has ended. I believe they will continue to talk tough and push the higher for longer narrative, but with cooling inflation next year I would not be surprised to see rate cuts in the back part of the year. This should bode well for the right stocks in the market. ETF Investors I was shocked to see that based on an annual study from Schwab Asset Management, millennial ETF investors have 45% of their portfolios in fixed income which is substantially higher than 37% for Generation X. Also, 51% of millennials plan to invest in bond ETFs next year, compared to just 40% of baby boomers. I believe the craziness of Covid investing and the meme stock craze has dented millennials view of stocks. Many want the quick hit when it comes to investing and they have failed to realize how long-term investing actually works. The unfortunate part is many of these millennials are hurting their long-term investment returns by shifting so much into fixed income and when they realize the benefits of long-term investing 5-10 years from now, they will have missed out on the massive benefit of compounding during that time period. PEG Ratio Every Monday we go over the main fundamentals of all the equities we hold in our portfolio. I'm talking about such things as the valuations for the earnings, sales and cash flow. We also look at the growth rate on the earnings and sales along with the debt and the liquidity of all the equities that we own. There are many other factors we look at and the entire process takes between three to four hours every Monday. We have done this every Monday for well over the past 20 years religiously. The reason I bring this up is I cannot remember the last time I saw such strong price/earnings ratios and attractive PEG ratios for companies in our portfolio. The PEG ratio shows an investor what they're paying for the future growth of a company. PEG Stands for price/earnings divided by growth. No one knows exactly when the turnaround will happen, but based on our 40 years of experience in the finance world, we have been through this many times and we are confident companies/stocks will soon be based on valuations including the PEG ratio. Those investors that remain patient with the right companies as always will be rewarded. Investors who panic and fall in love with a CD at 5% will have regrets down the road. Financial Planning: Tax Loss Harvesting Tax loss harvesting is when you sell an investment for less than you purchased it for to create a realized loss that can be used to offset other capital gains. Investors like to engage in tax loss harvesting at the end of the year to reduce their tax liabilities. Before selling a position at a loss, it is import to understand the full tax benefit and the opportunity cost so you can decide if it is worth it. For example, let's assume you wanted to take a loss on a $50,000 investment after the stock declined 15% to $42,500, resulting in a $7,500 loss to be used to offset some long-term capital gains. The average investor is in the 15% federal capital gain tax bracket and the 9.3% state tax bracket, meaning the $7,500 loss results in a tax reduction of $1,822.50. This sounds nice, but your $42,500 position would only need to grow by 4.29% to recoup that $1,822.50 tax savings, which is absolutely possible assuming the investment was purchased for the right reasons and still has strong fundamentals. Volatility in the market is normal, so it is important to avoid missing out on big gains to save a little in taxes. This doesn't mean tax loss harvesting is always a bad thing, in fact, there can be several reasons where it makes a lot of sense. If an investor can offset short-term capital gains or ordinary income with tax loss selling, the extra tax savings due to the higher tax rate may justify realizing a loss. Also, if an investor's AGI is close to triggering extra Income Related Monthly Adjustment Amounts for Medicare premiums or additional Net Investment Income Taxes, then a reduced income level from tax loss harvesting could be valuable. Or perhaps the investment doesn't have a lot of potential so it would be best to sell and purchase something else while receiving some tax saving consolation. There are instances where tax loss selling is helpful, but realizing losses simply because you have some gains is not always the best decision.

Tom welcomes back Andrew Hoese from Finding Value Finance to the show. Andy runs an educational channel where he digs deep into economic data and conducts chart analysis. Andrew discusses the potential for inflation in the near future and its impact on various markets. He believes that demographic pressures and fractional reserve lending will lead to inflation and potentially a debt crisis if interest rates rise too high. He suggests that Jerome Powell may raise interest rates further to slow inflation, but this could make it unaffordable for millennials to buy homes. Hoese also discusses the possibility of a short-term slowdown in the real estate market due to deficits and the stimulus sent in 2020. Regardless further inflation may be coming. Andrew further analyzes the potential effects of transitioning from a low-interest rate to a high-interest rate environment. He suggests that this transition could impact businesses and individuals, potentially leading to a slowdown in certain sectors and causing companies to contract or go out of business. Hoese believes that gold may perform well under either an inflationary or slowdown economic environment. A rotation of investments may occur, with people turning to commodities and precious metals as a hedge against the general market. Overall, Andy emphasizes the importance of taking a long-term approach to investing and staying patient. He recommends considering sectors that have a supply deficit, such as uranium, oil, natural gas, metals like platinum and silver, and even homebuilders and banks. He also advises investors to do their research and watch their risk-reward levels. Hoese's analysis suggests that a shift in investment mindset may be necessary, with a focus on commodities and precious metals. He emphasizes the importance of taking a long-term approach to investing and being proactive in identifying investment opportunities. Time Stamp References:0:00 - Introduction1:00 - Market Drivers Ahead7:36 - Inflation & Demographics15:56 - Purging The System18:51 - Bond Demand & Metals25:30 - Dollar Prospects27:50 - Capital-In Commodities32:24 - Timelines & Expectations39:10 - PPI/CPI & Commodities43:20 - Home Construction45:27 - Uranium Cycle & Chart48:10 - Opportunities & Plays52:02 - Gold Price & Miners55:49 - Oil & Gas Producers1:00:48 - OPEC & SPR Releases1:02:54 - Optimism & Conviction Talking Points From This Episode Andy believes that inflation is on the way and perhaps higher rates. Investors should take a long-term view and watch for opportunities in commodities, equities, and gold. Andrew discusses why investors must have conviction for the coming commodity bull market. Guest LinksWebsite: https://www.finding-value.comTwitter: https://twitter.com/Finding_FinanceYouTube: https://www.youtube.com/@Finding_Finance Andy Hoese is a Colorado-based investor and entrepreneur who is passionate about teaching people about the financial markets. He was born in Minnesota and graduated with a degree in manufacturing engineering from California Polytechnic State University in San Luis Obispo, CA. Andy grew up with an affinity for mountain biking, dirt bikes, and competitive sports such as baseball and hockey. He was always good at math and science, which made his engineering degree the perfect fit. After working in aerospace engineering at his first job, he developed an obsession with investing and financial markets and would spend hours on YouTube researching and learning. Andy started his own YouTube channel, Finding Value Finance, in August 2020. He is an avid car enthusiast who owns several rotary cars, including an RX-7 FD and an RX-8. He also likes to get out on the track for some racing during the summer and fall, and has been working out regularly since the age of 16. Andy's three-pillar approach to investing includes ratios, market conditions, and technical analysis. He looks for alignment between these three factors when evalua...

Guy, Dan, and Danny are joined by Stuart Sopp of Current as a special co-host for the full episode. The guys discuss mega-moves in the bond market (4:00), Bank of America's Wrong-Way Rate Bet Hurts Moynihan's Growth Pledge (7:00), hot inflation numbers from the PPI/CPI reports (11:00), Steve Eisman's Fast Money appearance (11:15), the S&P 500 forward P/E below its 5-year average but above 10-year average (12:00), geopolitical risks (13:20), the hosts disagree on gold (15:30), why Stu is so worried about food inflation (24:30), Goldman Sachs sells GreenSky BNPL business (26:15), new SEC short-selling rules (32:30), mega-cap tech getting back on the horse (35:30), the IPO market (38:30), M&A (42:00), what Stuart is watching (46:00), and Danny's NFL picks (48:00). Read more about Danny's family history here About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. -- Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. -- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads -- We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Quer ficar por dentro do que vai acontecer nesta semana nos planos político, econômico e financeiro, no Brasil e no mundo? Nossa equipe preparou para você uma agenda resumida da semana. Todas as segundas-feiras, antes da abertura do mercado, escute a nossa Prévia da Semana!

更正 週五公佈數據為PPI CPI為12/13 每天早晨8:30 讓我們一起解讀財經時事 參加財經皓角會員 : https://yutinghao.finance 主持人：游庭皓（經濟日報專欄作家、小一輩財經人話翻譯機） 音頻收聽請在Podcast或Soundcloud搜尋『游庭皓的財經皓角』 Telegram: https://t.me/yu_finance 我的粉絲專頁:https://reurl.cc/n563rd 網站參加會員手冊 https://reurl.cc/0Xlnob 歡迎來信給小編幫您處理 jackieyutw@gmail.com 《早晨財經速解讀》是游庭皓的個人知識節目，針對財經時事做最新解讀，開播於2019年7月15日，每日開盤前半小時準時直播。議題從總體經濟、產業動態到投資哲學，信息量飽滿，為你顛覆直覺，清理投資誤區，用更寬廣的角度帶你一窺投資的奧秘。 免責聲明：《游庭皓的財經皓角》頻道為學習型頻道，僅用於教育與娛樂目的，無任何證券之買賣建議。任何形式的投資皆涉及風險，投資者需進行自己的研究，持盈保泰。

昨天美股四大指數都是小幅上漲，真的是一個非常的小幅 原因在於PPI 數據比市場預期來的好！ 這邊稍微解釋一下什麼叫做PPI？ 所謂的PPI 就是生產者物價指數，生產者物價指數就想像成上游原物料 假設上游原物料變貴的情況，像是運價......這個原料上漲的價格就會轉嫁給下游的商品，因此我們就必須花更多的錢來買 因此PPI指數下滑，市場就會開始聯想接下來的CPI數據是不是也會開始好轉？ 不過從這個PPI指數下滑的幅度實在不怎麼明顯的情況來說，覺得影響也是有限啦 然後這邊看到美股四大指數都已經跌破上個月低點，當指數破上個月低點的情況就會比較小心 不過台股這邊雖然昨天盤中一度跌破，但是還有拉上來，這是比較好的事情 因此關注的重點會在於如果接下來美股能夠有一個比較像樣的反彈站回上個月低點，危機就會比較解除

Cathy Wood has had Elon Musk and Bond King Jeffrey Gundlach join her chorus of voices warning about the risks of deflation. The CPI and the PPI numbers are out, what are they and what do they mean? KKR is partnering with Securitize to release a fund to the market via Blockchain. The tokenized equity is one of the first of it's kind. A railroad strike is about to commence as the National Carriers Conference Commitee and two labor unions have failed to reach a deal. This could bottle neck supply chains for containers, oil, hazardous waste, and even water treatment chemicals such as chlorine. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chinchillapicking/support

Today we had the pleasure of hosting Amy Myers Jaffe, Research Professor and Managing Director of the Climate Policy Lab at the Tufts University Fletcher School. Amy has taught energy policy, business, and sustainability courses at several distinguished universities and recently published "Energy's Digital Future: Harnessing Innovation for American Resilience and National Security."​​​​​Our discussion spanned several topics including investor interest in energy, Amy's new book, and hearing about the community at Tufts and what current students are interested in. It was a meaty discussion and we sincerely thank Amy for spending the time with us.The TPH crew ran through a few items to start: our energy strategist Mike Bradley looked at the energy market over the past week, European energy prices, PPI/CPI vs. government bond prices, and shared an interesting observation about TIME's person of the year. Matt Portillo noted considerations around return to capital in the upstream space and tag-teamed with Matthew Blair who covered key takeaways from a TPH Research conference call on Renewable Volume Obligation and its effects on pricing. Colin Fenton walked us through three prices to pay attention to as we approach year-end.​​​​​----------Copyright 2021, Tudor, Pickering, Holt & Co. The information contained in this update is based on sources considered to be reliable but is not represented to be complete and its accuracy is not guaranteed. This update is designed to provide market commentary only. This update does not constitute an offer to sell or a solicitation of an offer to buy any securities. Nothing contained in this update is intended to be a recommendation of a specific security or company nor is any of the information contained herein intended to constitute an analysis of any company or security reasonably sufficient to form the basis for any investment decision. Past performance is not indicative of future results. Tudor, Pickering, Holt & Co., and its officers, directors, shareholders, employees and affiliates and members of their families may have positions in any securities mentioned and may buy or sell such securities before, after or concurrently with the publication of this update. In some instances, such investments may be inconsistent with the views expressed herein. Tudor, Pickering, Holt & Co. may, from time to time, perform or solicit investment banking or other services for or from a company, person or entities mentioned in this update. Additional important disclosures, including disclosures regarding companies covered by TPH's research department, may be found at www.tphco.com/Disclosure. Tudor, Pickering, Holt & Co. (TPH) is the global brand name for Tudor, Pickering, Holt & Co. Securities, LLC, Tudor, Pickering, Holt & Co. Securities – Canada, ULC, Perella Weinberg Partners LP, and their affiliates worldwide. Institutional Communication Only. Under FINRA Rule 2210, this communication is deemed institutional sales material and it is not meant for distribution to retail investors. Recipients should not forward this communication to a retail investor.

早上好，欢迎收听《简七理财故事》。在“简七读财” 公众号回复 “电台”，马上0元学理财，仅限每天前200名。另外，回复“电台理财”，还可领取《理财干货礼包》一份。 前两天跟一个准备搬进新家的朋友聊天，她跟我狂倒苦水：「去年疫情耽误了装修，最近要下单才发现，购物车里的家电们，全都涨价了！」空调涨了25%、洗衣机涨了15%、冰箱涨了10%...妥妥地全线超预算，多花了近1万才搞定。朋友问我，这背后有什么原因吗？可乐、卫生纸、奶茶也都齐刷刷地涨价，是传说中的通胀来了吗？那今天，我们就来聊聊这个话题。今天的内容会比较长，不过也很重要，建议你一定要听到最后哦~温馨提示，里面有些术语可能比较陌生，最好结合文稿来听，会比较容易理解。首先，我们来说说，这次的涨价有什么不一样？讲个故事你就懂了。我开了一家简七饺子馆，街坊邻里都常光顾我的生意。饺子馆的主要成本是面粉和猪肉，最近我心里也有些忐忑：猪肉的价格倒是降了不少；但听说面粉厂的压力挺大的，因为制造面粉机使用的钢材都是进口的，最近涨幅惊人。 估计面粉厂迟早会提高面粉的价格，到那时候我的饺子，也就不得不涨价了。 更让人担心的是，最近来吃饺子的人变少了。如果真的饺子的价格越来越高，卖出去的饺子却越来越少，我的饺子馆可怎么办啊！ 上面这个小故事，其实就包含了你最近在朋友圈看到的各种焦虑，「输入型通胀」、「原材料涨价向下游传导」、「滞胀来了？」...我们一个个来看。钢材涨价：由于国外疫情反复，许多商品供不应求，加上美联储疯狂放水，这就导致铁矿石、铜、原油等以美元计价的大宗商品价格暴涨。 面粉厂跟着涨，接着也许饺子馆会跟着涨，这就叫「输入型通胀」，也被认为是这次推高面粉厂（即，工业品）价格的主要原因。 简单理解就是，外国原材料涨了，我们因为进口和使用这些东西，不得不跟着涨。 所谓人在家中坐，涨价国外来。面粉涨价，跟着饺子涨价：前几天国家统计局公布了4月CPI 和 PPI 数据。为了方便理解，CPI，也就是 居民消费价格指数，就像是饺子的价格，比去年同期只涨了0.9%；而PPI，也就是 工业生产者出厂价格指数，就像是面粉厂的出厂价格，比去年同期涨了6.8%，而像钢铁之类的黑色金属，比去年同期整整涨了20%。 虽然饺子暂时没有涨多少，但大家都非常担心未来会涨，因为「原材料涨价向下游传导」。饺子涨价后，生意越来越差：这是最最让人害怕的一种情况，滞胀。也就是物价不断上升，经济却停滞不前。 饺子馆的生意不好做，我不得不开掉几个伙计，失业率提升；我自己赚的钱变少了，出去买东西却样样都变贵了，日子太难过了。为方便大家理解，这一系列过程，我放在了一张图上，大家可以看下文稿。接着，我们再说说，这种情况是不是说明通胀真的来了呢？我们买东西会越来越贵吗？从源头看，美国的“面粉厂”也就是PPI，和“饺子馆”也就是CPI，分别涨了6.2% 和4.2%，比之前大家预期的都要高。 美国有通胀压力是肯定的，但会多大程度传导到咱们呢，就要具体情况具体分析了。 即便你从来没有投资过石油有关的产品，也肯定听说过去年的「原油宝」事件。当时油价跌成了负数，现在同比大幅上升也就不难理解了； 而像钢铁、煤炭，都是造房子、造设备、开工生产的必要材料。全球需求复苏之下，大家都抢着囤货，但却发现供应商们要么受疫情影响停工，要么在环保限产，有钱也买不到。 供不应求，价格就上去了。 这些重要的工业原材料，在过去六七个月已经经历了一波涨价潮，这已经体现在了咱们的 PPI 数据上。 我们老百姓买的东西会不会变贵，跟3件事情有关： 1、这个东西的价格，受这次上涨的商品的影响有多大。比如4月公布的CPI数据中，跟油价关系密切的交通通信就涨了4.9%，而更多受「猪周期」影响的猪肉价格，则下降了21.4%。此外，粮食涨了1.1%、鲜菜降了1.3%，吃饭的成本基本变化不大。这也是为啥身边很多小伙伴表示，不看新闻都不知道涨价了。2、如果涨价了，你还买吗？比如宝洁、可口可乐这些大公司，原材料成本的占比并不高，渠道费用、广告才是大头，即便如此，它们还是宣布涨价了...也是因为知道，咱戒不掉可乐。而更多缺少定价能力的中小企业，比如我的饺子馆，可能就只能自己默默消化成本，减少利润。3、最后，跟「看得见的手」有关。稳定物价可是政府宏观调控这只大手的重要目标。虽然咱们管不了别人，但国内保供给、稳价格的办法还是很多的。 去年疫情的时候，跟国外的大水漫灌相比，央妈显得十分克制。这次也同样不用担心，仍然会「珍惜正常的货币政策空间」，不会突然出手收紧。最后，大家最关心的肯定是，这一轮涨价，对我们普通人会有什么影响，对吧？关于这个，我们需要知道的是，大宗商品的涨价对不同行业、不同企业的影响是不同的。通胀压力的存在，确实会对我们的生活、工作和投资产生一些影响。首先，不是每一家公司都有能力，把这一轮涨价增加的成本转移出去。 对于上游产业来说，原材料价格上涨，是个好消息，能赚到更多的钱。比如对于钢铁、有色、采掘产业来说，今年的盈利能力会明显改善； 但对于下游产业，就不是好消息了。一方面，成本在不断被推高；而另一方面，如果提供的产品缺乏独特性，一旦涨价，可能消费者就会寻找其他更便宜的替代品，或者就干脆不买了。 还有像前面说的，大企业可能敢涨价，中小企业却只能压缩自己的利润空间。 如果你所在的行业和公司，受到原材料上涨的影响很大，又缺少对下游的议价能力，今年的年终奖可能就很难指望了。再来说说投资。 听说大宗商品涨价，或许你会好奇还有没有投资机会。必须说，这类投资的风险和复杂程度，是非常高的。哪怕是专业的投资人士，也未必能从中赚到钱。 年初的时候，就有朋友跟我说，想买相关的基金。后来她观察了一段时间，觉得波动太大，一直也没有买入。毕竟，每个人还是只能赚到自己认知范围内的钱。 在选择股票和基金的时候，大赛道的龙头公司，因为其强大的定价权，也更有可能带来长期稳定的回报，成为我们抗通胀的武器。最后再多说几句房价。 很多人一听到通胀，就会想到房子是保值资产。 如果你也正准备购置住房，一定要记得，房价普涨的时代早就结束了。 只有人口不断流入的都市圈的房子，才是抗通胀的。 未来不同城市的经济和人口，分化会不断加剧。如果不在核心发展的都市圈，缺乏经济增长动力，人才不断流出，房价下跌就是大概率事件了。最后的最后，我也想再多说几句。越是有压力，越是能看出我们学会做好资产配置的必要性。 寻找优质资产并长期持有的逻辑，会越来越呈现出它的价值。历史后视镜来看，也许有一天你会发现当下的时点，是最好的配置时刻。 不要被耸人听闻的说法带偏，更不要因此陷入恐慌情绪，影响自己的日常生活。尊重常识，相信价值，过好我们普普通通的每一天。 著名的经济学家琼·罗宾逊夫人曾经开玩笑说，「我学习经济学的主要目的，就是不受经济学家的欺骗」。希望今天的内容也能对你有所启示。想边听故事，边学理财，就订阅我的电台吧，每周一到周五，我都会在这里与你不见不散，我们明天见，拜拜~

早上好，欢迎收听《简七理财故事》。在“简七读财” 公众号回复 “电台”，马上0元学理财，仅限每天前200名。另外，回复“电台理财”，还可领取《理财干货礼包》一份。 前两天跟一个准备搬进新家的朋友聊天，她跟我狂倒苦水：「去年疫情耽误了装修，最近要下单才发现，购物车里的家电们，全都涨价了！」空调涨了25%、洗衣机涨了15%、冰箱涨了10%...妥妥地全线超预算，多花了近1万才搞定。朋友问我，这背后有什么原因吗？可乐、卫生纸、奶茶也都齐刷刷地涨价，是传说中的通胀来了吗？那今天，我们就来聊聊这个话题。今天的内容会比较长，不过也很重要，建议你一定要听到最后哦~温馨提示，里面有些术语可能比较陌生，最好结合文稿来听，会比较容易理解。首先，我们来说说，这次的涨价有什么不一样？讲个故事你就懂了。我开了一家简七饺子馆，街坊邻里都常光顾我的生意。饺子馆的主要成本是面粉和猪肉，最近我心里也有些忐忑：猪肉的价格倒是降了不少；但听说面粉厂的压力挺大的，因为制造面粉机使用的钢材都是进口的，最近涨幅惊人。 估计面粉厂迟早会提高面粉的价格，到那时候我的饺子，也就不得不涨价了。 更让人担心的是，最近来吃饺子的人变少了。如果真的饺子的价格越来越高，卖出去的饺子却越来越少，我的饺子馆可怎么办啊！ 上面这个小故事，其实就包含了你最近在朋友圈看到的各种焦虑，「输入型通胀」、「原材料涨价向下游传导」、「滞胀来了？」...我们一个个来看。钢材涨价：由于国外疫情反复，许多商品供不应求，加上美联储疯狂放水，这就导致铁矿石、铜、原油等以美元计价的大宗商品价格暴涨。 面粉厂跟着涨，接着也许饺子馆会跟着涨，这就叫「输入型通胀」，也被认为是这次推高面粉厂（即，工业品）价格的主要原因。 简单理解就是，外国原材料涨了，我们因为进口和使用这些东西，不得不跟着涨。 所谓人在家中坐，涨价国外来。面粉涨价，跟着饺子涨价：前几天国家统计局公布了4月CPI 和 PPI 数据。为了方便理解，CPI，也就是 居民消费价格指数，就像是饺子的价格，比去年同期只涨了0.9%；而PPI，也就是 工业生产者出厂价格指数，就像是面粉厂的出厂价格，比去年同期涨了6.8%，而像钢铁之类的黑色金属，比去年同期整整涨了20%。 虽然饺子暂时没有涨多少，但大家都非常担心未来会涨，因为「原材料涨价向下游传导」。饺子涨价后，生意越来越差：这是最最让人害怕的一种情况，滞胀。也就是物价不断上升，经济却停滞不前。 饺子馆的生意不好做，我不得不开掉几个伙计，失业率提升；我自己赚的钱变少了，出去买东西却样样都变贵了，日子太难过了。为方便大家理解，这一系列过程，我放在了一张图上，大家可以看下文稿。接着，我们再说说，这种情况是不是说明通胀真的来了呢？我们买东西会越来越贵吗？从源头看，美国的“面粉厂”也就是PPI，和“饺子馆”也就是CPI，分别涨了6.2% 和4.2%，比之前大家预期的都要高。 美国有通胀压力是肯定的，但会多大程度传导到咱们呢，就要具体情况具体分析了。 即便你从来没有投资过石油有关的产品，也肯定听说过去年的「原油宝」事件。当时油价跌成了负数，现在同比大幅上升也就不难理解了； 而像钢铁、煤炭，都是造房子、造设备、开工生产的必要材料。全球需求复苏之下，大家都抢着囤货，但却发现供应商们要么受疫情影响停工，要么在环保限产，有钱也买不到。 供不应求，价格就上去了。 这些重要的工业原材料，在过去六七个月已经经历了一波涨价潮，这已经体现在了咱们的 PPI 数据上。 我们老百姓买的东西会不会变贵，跟3件事情有关： 1、这个东西的价格，受这次上涨的商品的影响有多大。比如4月公布的CPI数据中，跟油价关系密切的交通通信就涨了4.9%，而更多受「猪周期」影响的猪肉价格，则下降了21.4%。此外，粮食涨了1.1%、鲜菜降了1.3%，吃饭的成本基本变化不大。这也是为啥身边很多小伙伴表示，不看新闻都不知道涨价了。2、如果涨价了，你还买吗？比如宝洁、可口可乐这些大公司，原材料成本的占比并不高，渠道费用、广告才是大头，即便如此，它们还是宣布涨价了...也是因为知道，咱戒不掉可乐。而更多缺少定价能力的中小企业，比如我的饺子馆，可能就只能自己默默消化成本，减少利润。3、最后，跟「看得见的手」有关。稳定物价可是政府宏观调控这只大手的重要目标。虽然咱们管不了别人，但国内保供给、稳价格的办法还是很多的。 去年疫情的时候，跟国外的大水漫灌相比，央妈显得十分克制。这次也同样不用担心，仍然会「珍惜正常的货币政策空间」，不会突然出手收紧。最后，大家最关心的肯定是，这一轮涨价，对我们普通人会有什么影响，对吧？关于这个，我们需要知道的是，大宗商品的涨价对不同行业、不同企业的影响是不同的。通胀压力的存在，确实会对我们的生活、工作和投资产生一些影响。首先，不是每一家公司都有能力，把这一轮涨价增加的成本转移出去。 对于上游产业来说，原材料价格上涨，是个好消息，能赚到更多的钱。比如对于钢铁、有色、采掘产业来说，今年的盈利能力会明显改善； 但对于下游产业，就不是好消息了。一方面，成本在不断被推高；而另一方面，如果提供的产品缺乏独特性，一旦涨价，可能消费者就会寻找其他更便宜的替代品，或者就干脆不买了。 还有像前面说的，大企业可能敢涨价，中小企业却只能压缩自己的利润空间。 如果你所在的行业和公司，受到原材料上涨的影响很大，又缺少对下游的议价能力，今年的年终奖可能就很难指望了。再来说说投资。 听说大宗商品涨价，或许你会好奇还有没有投资机会。必须说，这类投资的风险和复杂程度，是非常高的。哪怕是专业的投资人士，也未必能从中赚到钱。 年初的时候，就有朋友跟我说，想买相关的基金。后来她观察了一段时间，觉得波动太大，一直也没有买入。毕竟，每个人还是只能赚到自己认知范围内的钱。 在选择股票和基金的时候，大赛道的龙头公司，因为其强大的定价权，也更有可能带来长期稳定的回报，成为我们抗通胀的武器。最后再多说几句房价。 很多人一听到通胀，就会想到房子是保值资产。 如果你也正准备购置住房，一定要记得，房价普涨的时代早就结束了。 只有人口不断流入的都市圈的房子，才是抗通胀的。 未来不同城市的经济和人口，分化会不断加剧。如果不在核心发展的都市圈，缺乏经济增长动力，人才不断流出，房价下跌就是大概率事件了。最后的最后，我也想再多说几句。越是有压力，越是能看出我们学会做好资产配置的必要性。 寻找优质资产并长期持有的逻辑，会越来越呈现出它的价值。历史后视镜来看，也许有一天你会发现当下的时点，是最好的配置时刻。 不要被耸人听闻的说法带偏，更不要因此陷入恐慌情绪，影响自己的日常生活。尊重常识，相信价值，过好我们普普通通的每一天。 著名的经济学家琼·罗宾逊夫人曾经开玩笑说，「我学习经济学的主要目的，就是不受经济学家的欺骗」。希望今天的内容也能对你有所启示。想边听故事，边学理财，就订阅我的电台吧，每周一到周五，我都会在这里与你不见不散，我们明天见，拜拜~

Ghana: Producer prices dropped to 11.1%y/y from 13% a month before. The move lower mirrors the recent drop in the CPI which now stands at 8.5% implying the PPI – CPI spread now stands at 2.6ppt down from its recent peak of 6.7ppt in January 2020. As the economy picks up and consumer incomes rise, we expect producers to pass along any cost pressures to the consumer implying some upside to CPI. See omnystudio.com/listener for privacy information.

【群益早安】美國4月PPI、CPI大幅走升，市場擔憂的不是通膨，而是升息！ ⭐️ 台股暴跌融資連三日大減、外資還在賣，該反彈了嗎？ ✨你給我 20 分鐘，我給你全球財經事件深度解說✨

こんにちは、じょにぃです。 10月21日（月）マーケット振り返りと明日以降の見通しについてお話しします。 ☆マーケット概況 SBI証券｜株・FX・投資信託・確定拠出年金・NISA https://ad2.trafficgate.net/t/r/10/1025/295109_368845/ 楽天証券 | ネット証券（株・FX・投資信託･確定拠出年金･NISA） https://www.rakuten-sec.co.jp マネックス証券 | ネット証券（株・アメリカ株・投資信託） https://ad2.trafficgate.net/t/r/10/769/295109_368845/ 日経平均PER PBR 日経平均株価適正水準 https://nikkei225jp.com/data/per.php 株式・債券市況 | 日本取引所グループ https://www.jpx.co.jp/markets/equities/summary/index.html モーニングスター [ 株価指標 ] https://www.morningstar.co.jp/RankingWeb/IndicesPart.do?indcCode=15 新高値安値銘柄一覧:日本株 - トレーダーズ・ウェブ(株式情報、ＦＸ情報) https://www.traders.co.jp/domestic_stocks/domestic_market/new_price/new_price.asp ビットコイン/円(BTC/JPY)リアルタイムレート・チャート｜みんなの仮想通貨 https://cc.minkabu.jp/pair/BTC_JPY ☆ニュース 政府、ＮＩＳＡ恒久化見送り　富裕層優遇批判で困難と判断 - SankeiBiz（サンケイビズ）：自分を磨く経済情報サイト https://www.sankeibiz.jp/macro/news/191017/mca1910170500001-n1.htm 世界の年金システムをランク付け－オランダ１位、日本31位 - Bloomberg https://www.bloomberg.co.jp/news/articles/2019-10-21/PZPLH7DWRGG101 政治家個人への献金「仮想通貨は規制対象」＝政府答弁書 ～「金銭等」でなくとも「財産上の利益」の寄付に該当するため - 仮想通貨 Watch https://crypto.watch.impress.co.jp/docs/news/1213705.html 昨日の動画は削除されました（涙） 9月のコンビニ売上高、1.1%減　たばこ駆け込み需要の反動　　:日本経済新聞 https://www.nikkei.com/article/DGXLASFL21HOQ_R21C19A0000000/ 中国の新築住宅価格、9月は前月比+0.5％　値上がり都市は減少 - ロイター https://jp.reuters.com/article/china-housing-price-idJPKBN1X0094?feedType=RSS&feedName=topNews ☆今週の予定 経済指標情報 - Yahoo!ファイナンス https://info.finance.yahoo.co.jp/fx/marketcalendar/ 10月14日（月） 休場, 欧8月鉱工業生産, 中9月貿易収支 10月15日（火） 黒田日銀総裁 発言, 中9月PPI・CPI, ゴールドマン・サックスなど 10月16日（水） 9月訪日外国人客数, 欧9月消費者物価指数（改定値）, 米9月小売売上高, ネットフリックスなど 10月17日（木） 9月首都圏マンション市場動向, G20（18日まで）, 米10月フィラデルフィア連銀製造業景気指数 10月18日（金） 9月全国CPI, 中7-9月GDP ご視聴ありがとうございました！ 参考になったら高評価ボタン、チャンネル登録お願いします！ YouTube https://www.youtube.com/c/jonny Twitter https://twitter.com/iam__jonny Instagram https://www.instagram.com/iam__jonny/

こんにちは、じょにぃです。 10月20日（日）マーケット振り返りと明日以降の見通しについてお話しします。 ☆マーケット概況 SBI証券｜株・FX・投資信託・確定拠出年金・NISA https://ad2.trafficgate.net/t/r/10/1025/295109_368845/ 楽天証券 | ネット証券（株・FX・投資信託･確定拠出年金･NISA） https://www.rakuten-sec.co.jp マネックス証券 | ネット証券（株・アメリカ株・投資信託） https://ad2.trafficgate.net/t/r/10/769/295109_368845/ 日経平均PER PBR 日経平均株価適正水準 https://nikkei225jp.com/data/per.php 株式・債券市況 | 日本取引所グループ https://www.jpx.co.jp/markets/equities/summary/index.html モーニングスター [ 株価指標 ] https://www.morningstar.co.jp/RankingWeb/IndicesPart.do?indcCode=15 新高値安値銘柄一覧:日本株 - トレーダーズ・ウェブ(株式情報、ＦＸ情報) https://www.traders.co.jp/domestic_stocks/domestic_market/new_price/new_price.asp ビットコイン/円(BTC/JPY)リアルタイムレート・チャート｜みんなの仮想通貨 https://cc.minkabu.jp/pair/BTC_JPY ☆ニュース 英首相 EUに離脱期限延期求める 週明け必要な手続き急ぐ方針 | NHKニュース https://www3.nhk.or.jp/news/html/20191020/k10012140701000.html ＩＭＦ“世界経済さらに減速のおそれ” 各国に対応要請 | NHKニュース https://www3.nhk.or.jp/news/html/20191020/k10012140661000.html トルコ 軍事作戦５日間停止で米と合意 シリア北部 | NHKニュース https://www3.nhk.or.jp/news/html/20191018/k10012137821000.html ふるさと納税で泉佐野市が国を提訴へ　「法の不遡及」争点に　　:日本経済新聞 https://www.nikkei.com/article/DGXMZO51144420Y9A011C1ML0000/ 決算説明会 | FAST RETAILING CO., LTD. https://www.fastretailing.com/jp/ir/library/earning.html 不動産経済研究所 https://www.fudousankeizai.co.jp 8インデックスの年別上昇率 海外ETFについて ☆今週の予定 経済指標情報 - Yahoo!ファイナンス https://info.finance.yahoo.co.jp/fx/marketcalendar/ 10月14日（月） 休場, 欧8月鉱工業生産, 中9月貿易収支 10月15日（火） 黒田日銀総裁 発言, 中9月PPI・CPI, ゴールドマン・サックスなど 10月16日（水） 9月訪日外国人客数, 欧9月消費者物価指数（改定値）, 米9月小売売上高, ネットフリックスなど 10月17日（木） 9月首都圏マンション市場動向, G20（18日まで）, 米10月フィラデルフィア連銀製造業景気指数 10月18日（金） 9月全国CPI, 中7-9月GDP 10月21日（月） 9月貿易統計, 9月コンビニ売上高 10月22日（火） 休場, P&G 10月23日（水） 9月食品スーパー・全国百貨店売上高, ボーイング, マイクロソフト, テスラ 10月24日（木） 8月景気動向指数, 9月全国スーパー売上高, 東京モーターショー, ECB理事会, 米9月新築住宅販売件数, ツイッター, インテル, アマゾン 10月25日（金） ご視聴ありがとうございました！ 参考になったら高評価ボタン、チャンネル登録お願いします！ YouTube https://www.youtube.com/c/jonny Twitter https://twitter.com/iam__jonny Instagram https://www.instagram.com/iam__jonny/

こんにちは、じょにぃです。 10月16日（水）マーケット振り返りと明日以降の見通しについてお話しします。 ☆マーケット概況 SBI証券｜株・FX・投資信託・確定拠出年金・NISA https://ad2.trafficgate.net/t/r/10/1025/295109_368845/ 楽天証券 | ネット証券（株・FX・投資信託･確定拠出年金･NISA） https://www.rakuten-sec.co.jp マネックス証券 | ネット証券（株・アメリカ株・投資信託） https://ad2.trafficgate.net/t/r/10/769/295109_368845/ 日経平均PER PBR 日経平均株価適正水準 https://nikkei225jp.com/data/per.php 株式・債券市況 | 日本取引所グループ https://www.jpx.co.jp/markets/equities/summary/index.html モーニングスター [ 株価指標 ] https://www.morningstar.co.jp/RankingWeb/IndicesPart.do?indcCode=15 新高値安値銘柄一覧:日本株 - トレーダーズ・ウェブ(株式情報、ＦＸ情報) https://www.traders.co.jp/domestic_stocks/domestic_market/new_price/new_price.asp ビットコイン/円(BTC/JPY)リアルタイムレート・チャート｜みんなの仮想通貨 https://cc.minkabu.jp/pair/BTC_JPY ☆ニュース 香港 抗議活動きっかけの条例改正案が正式撤回へ | NHKニュース https://www3.nhk.or.jp/news/html/20191016/k10012133611000.html 中国、米国に報復と示唆－香港人権法案成立なら - Bloomberg https://www.bloomberg.co.jp/news/articles/2019-10-16/PZFZPVDWLU6901 国際通貨基金 https://www.imf.org/external/japanese/index.htm 世界経済　同時減速、心もとない見通し https://www.imf.org/ja/News/Articles/2019/10/15/blog-weo-the-world-economy-synchronized-slowdown-precarious-outlook ９月の韓国人旅行者 58％減少 日韓関係悪化の観光影響が鮮明に | NHKニュース https://www3.nhk.or.jp/news/html/20191016/k10012134831000.html 東京五輪 マラソン・競歩「札幌での実施を検討」ＩＯＣ発表 | NHKニュース https://www3.nhk.or.jp/news/html/20191016/k10012135181000.html 「必ず助けます」長野県のツイッター投稿に感謝の声相次ぐ | NHKニュース https://www3.nhk.or.jp/news/html/20191016/k10012134741000.html 訪日外客数・出国日本人数データ｜統計・データ｜日本政府観光局（JNTO） https://www.jnto.go.jp/jpn/statistics/visitor_trends/ Google Japan Blog: Google Pixel 4 新登場！ https://japan.googleblog.com/2019/10/google-pixel-4.html Googleは2020年春発売予定の完全ワイヤレスイヤフォンPixel Budsをチラ見せ | TechCrunch Japan https://jp.techcrunch.com/2019/10/16/2019-10-15-google-teases-fully-wireless-pixel-buds-arriving-spring-2020/ Googleがハードウェアイベントで発表したプロダクトまとめ | TechCrunch Japan https://jp.techcrunch.com/2019/10/16/2019-10-15-heres-everything-google-just-announced-at-the-made-by-google-2019-event/ ファーウェイ、1─9月売上高は前年比24.4％増 - ロイター https://jp.reuters.com/article/huawei-tech-results-idJPKBN1WV0YD 台風影響 ＳＵＢＡＲＵ 群馬の工場を操業停止 部品調達できず | NHKニュース https://www3.nhk.or.jp/news/html/20191016/k10012134521000.html 韓国中銀が利下げ、1.25%に　景気下支え　　:日本経済新聞 https://www.nikkei.com/article/DGXMZO51023010W9A011C1EAF000/ ☆今週の予定 経済指標情報 - Yahoo!ファイナンス https://info.finance.yahoo.co.jp/fx/marketcalendar/ 10月14日（月） 休場, 欧8月鉱工業生産, 中9月貿易収支 10月15日（火） 黒田日銀総裁 発言, 中9月PPI・CPI, ゴールドマン・サックスなど 10月16日（水） 9月訪日外国人客数, 欧9月消費者物価指数（改定値）, 米9月小売売上高, ネットフリックスなど 10月17日（木） 9月首都圏マンション市場動向, G20（18日まで）, 米10月フィラデルフィア連銀製造業景気指数 10月18日（金） 9月全国CPI, 中7-9月GDP ご視聴ありがとうございました！ 参考になったら高評価ボタン、チャンネル登録お願いします！ YouTube https://www.youtube.com/c/jonny Twitter https://twitter.com/iam__jonny Instagram https://www.instagram.com/iam__jonny/

政策、数据、事件及宏观：1. 近期信用市场的消息可以明显折射出当前经济环境，并且对未来金融环境运行给出方向指引，即：虽经济面临一定下行压力，但在杠杆扩张及信用风险方面，监管力度并未放松，甚至有所加强；这也意味着信用市场风险会持续释放；2. 今日公布9月CPI和PPI，其中PPI同比下降1.2%，与市场预期大抵相当；今年剩余时间里，PPI持续走低是大概率事件，这也会相应影响到工业企业利润以及股票价值；CPI在9月份同比上涨3%，为2013年以来最大涨幅，且大大高于前月的2.8%，其中食品价格贡献主要涨幅，猪肉价格上涨近70%；不过表面上的通胀并不影响央行保持货币政策稳健（目前核心CPI数值为1.5左右，这对中国经济体系而言偏低）； 股市：A股全面低开，震荡低走，全天放量下行，上证指数跌0.56%，深成指和创业板指下跌均超过1%；中小盘和科技板块全面大幅下跌，芯片、5G、软件等前期较强板块无一幸免，金融、券商板块也大幅回落，整体盘面不佳； 债市：今日债市延续调整，总体而言中级别调整尚未完成，还需一段修正时间才能重回升势； 汇市：1. 人民币在连续上涨四五个交易日后，今日盘中出现温和回落；今日中间价温和调升，对于未来人民币走向给出相对明确的指引：近期风险不大，具有进一步走强的机会；2. 英退方面虽然双方都在释放比较紧张的信号，但同时也都在避免月底出现英脱欧局面；且近段时间美元逐步缓慢回稳，因此英镑和欧洲货币都表现较平稳； 大宗商品：大宗商品全面走软，无论原油、能化、有色黑色等工业品持续下跌；商品的走软反映了全球经济未来的下行态势；农产品分化，未来弱势整理的可能性更大； 总结：市场在短暂的乐观情绪消退以后，会更多地思考现实问题，尤其是经济本身的问题；A股压力重来，偏于下行。

こんにちは、じょにぃです。 10月15日（火）マーケット振り返りと明日以降の見通しについてお話しします。 ☆マーケット概況 SBI証券｜株・FX・投資信託・確定拠出年金・NISA https://ad2.trafficgate.net/t/r/10/1025/295109_368845/ 楽天証券 | ネット証券（株・FX・投資信託･確定拠出年金･NISA） https://www.rakuten-sec.co.jp マネックス証券 | ネット証券（株・アメリカ株・投資信託） https://ad2.trafficgate.net/t/r/10/769/295109_368845/ 日経平均PER PBR 日経平均株価適正水準 https://nikkei225jp.com/data/per.php 株式・債券市況 | 日本取引所グループ https://www.jpx.co.jp/markets/equities/summary/index.html モーニングスター [ 株価指標 ] https://www.morningstar.co.jp/RankingWeb/IndicesPart.do?indcCode=15 新高値安値銘柄一覧:日本株 - トレーダーズ・ウェブ(株式情報、ＦＸ情報) https://www.traders.co.jp/domestic_stocks/domestic_market/new_price/new_price.asp ビットコイン/円(BTC/JPY)リアルタイムレート・チャート｜みんなの仮想通貨 https://cc.minkabu.jp/pair/BTC_JPY ☆ニュース 英就業者数、6―8月は約4年ぶりの大幅減　ＥＵ離脱控え - ロイター https://jp.reuters.com/article/uk-employement-idJPKBN1WU13A 中国ＰＰＩ、9月は前年比-1.2％　3年ぶりの大幅マイナス - ロイター https://jp.reuters.com/article/china-ppi-idJPKBN1WU08R 中国新規融資、9月は1.69兆元に増加　予想上回る - ロイター https://jp.reuters.com/article/china-loan-idJPKBN1WU14E 甚大な被害 台風19号 73人死亡 47河川で決壊 全容は不明 | NHKニュース https://www3.nhk.or.jp/news/html/20191015/k10012131581000.html 消費税率引き上げ “各地の企業 影響を懸念”日銀地域経済報告 | NHKニュース https://www3.nhk.or.jp/news/html/20191015/k10012132821000.html 鳥取県が花粉を出さないスギを開発 花粉症対策への効果期待 | NHKニュース https://www3.nhk.or.jp/news/html/20191015/k10012132641000.html グーグルが最新スマートフォンPixel 4イベントのライブ配信を実施 | TechCrunch Japan https://jp.techcrunch.com/2019/10/15/2019-10-15-watch-google-unveil-the-pixel-4-live-right-here/ VisaやStripe、eBayなどのLibraメンバーが離反、Facebookがいまやるべきことは？ | TechCrunch Japan https://jp.techcrunch.com/2019/10/15/2019-10-12-leave-the-association/ ｢Anker PowerExpand＋USB-C＆HDMI 変換アダプター｣は、iPad ProとMacBookの画面出力に便利なやつ | ギズモード・ジャパン https://www.gizmodo.jp/2019/10/amazon-anker-power-expand-usb-c-hdmi.html ☆今週の予定 10月14日（月） 休場, 欧8月鉱工業生産, 中9月貿易収支 10月15日（火） 黒田日銀総裁 発言, 中9月PPI・CPI, ゴールドマン・サックスなど 10月16日（水） 9月訪日外国人客数, 欧9月消費者物価指数（改定値）, 米9月小売売上高, ネットフリックスなど 10月17日（木） 9月首都圏マンション市場動向, G20（18日まで）, 米10月フィラデルフィア連銀製造業景気指数 10月18日（金） 9月全国CPI, 中7-9月GDP ご視聴ありがとうございました！ 参考になったら高評価ボタン、チャンネル登録お願いします！ YouTube https://www.youtube.com/c/jonny Twitter https://twitter.com/iam__jonny Instagram https://www.instagram.com/iam__jonny/

こんにちは、じょにぃです。 10月13日（日）マーケット振り返りと明日以降の見通しについてお話しします。 ☆マーケット概況 SBI証券｜株・FX・投資信託・確定拠出年金・NISA https://ad2.trafficgate.net/t/r/10/1025/295109_368845/ 楽天証券 | ネット証券（株・FX・投資信託･確定拠出年金･NISA） https://www.rakuten-sec.co.jp マネックス証券 | ネット証券（株・アメリカ株・投資信託） https://ad2.trafficgate.net/t/r/10/769/295109_368845/ 日経平均PER PBR 日経平均株価適正水準 https://nikkei225jp.com/data/per.php 株式・債券市況 | 日本取引所グループ https://www.jpx.co.jp/markets/equities/summary/index.html モーニングスター [ 株価指標 ] https://www.morningstar.co.jp/RankingWeb/IndicesPart.do?indcCode=15 新高値安値銘柄一覧:日本株 - トレーダーズ・ウェブ(株式情報、ＦＸ情報) https://www.traders.co.jp/domestic_stocks/domestic_market/new_price/new_price.asp ビットコイン/円(BTC/JPY)リアルタイムレート・チャート｜みんなの仮想通貨 https://cc.minkabu.jp/pair/BTC_JPY ☆ニュース ☆今週の予定 経済指標情報 - Yahoo!ファイナンス https://info.finance.yahoo.co.jp/fx/marketcalendar/ 10月7日（月） 8月 景気動向指数 10月8日（火） 8月 全世帯家計調査, 8月 毎月勤労統, 8月 国際収支, 9月 景気ウオッチャー調査, 米9月 PPI 10月9日（水） FOMC議事要旨 10月10日（木） 8月 機械受注, ファーストリテイリング, 英8月 GDP, ECB理事会議事要旨, 米9月 CPI 10月11日（金） 加9月 失業率 10月14日（月） 休場, 欧8月鉱工業生産, 中9月貿易収支 10月15日（火） 黒田日銀総裁 発言, 中9月PPI・CPI, ゴールドマン・サックスなど 10月16日（水） 9月訪日外国人客数, 欧9月消費者物価指数（改定値）, 米9月小売売上高, ネットフリックスなど 10月17日（木） 9月首都圏マンション市場動向, G20（18日まで）, 米10月フィラデルフィア連銀製造業景気指数 10月18日（金） 9月全国CPI, 中7-9月GDP ご視聴ありがとうございました！ 参考になったら高評価ボタン、チャンネル登録お願いします！ YouTube https://www.youtube.com/c/jonny Twitter https://twitter.com/iam__jonny Instagram https://www.instagram.com/iam__jonny/

こんにちは、じょにぃです。 5月10日（金）マーケット振り返りと明日以降の見通しについてお話しします。 マーケット概況 SBI証券｜株・FX・投資信託・確定拠出年金・NISA https://www.sbisec.co.jp/ETGate 日経平均PER PBR 日経平均株価適正水準 https://nikkei225jp.com/data/per.php 株式・債券市況 | 日本取引所グループ https://www.jpx.co.jp/markets/equities/summary/index.html モーニングスター [ 株価指標 ] https://www.morningstar.co.jp/RankingWeb/IndicesPart.do?indcCode=15 新高値安値銘柄一覧:日本株 - トレーダーズ・ウェブ(株式情報、ＦＸ情報) https://www.traders.co.jp/domestic_stocks/domestic_market/new_price/new_price.asp ビットコイン/円(BTC/JPY)リアルタイムレート・チャート｜みんなの仮想通貨 https://cc.minkabu.jp/pair/BTC_JPY ☆海外ニュース 米中貿易交渉 初日は折り合えず 米は関税大幅引き上げ | NHKニュース https://www3.nhk.or.jp/news/html/20190510/k10011911961000.html 米ＦＣＣ、中国移動の参入拒否　中国による機密情報収集の恐れ - ロイター https://jp.reuters.com/article/fcc-china-mobile-idJPKCN1SF24Q 米貿易赤字、3月1.5％増　対中赤字は5年ぶり低水準 - ロイター https://jp.reuters.com/article/us-march-trade-balance-idJPKCN1SF1XX 北朝鮮発射の飛しょう体は短距離弾道ミサイル 防衛相 | NHKニュース https://www3.nhk.or.jp/news/html/20190510/k10011911141000.html ☆国内ニュース ３月期決算 ３年ぶり減益の見通し 中国経済の減速など背景 | NHKニュース https://www3.nhk.or.jp/news/html/20190510/k10011911561000.html ☆個別ニュース 楽天、複数サービス併用7割　会員基盤軸に収益力強化　　:日本経済新聞 https://www.nikkei.com/article/DGXMZO44636120Q9A510C1X13000/ レオパレス、深山社長辞任を発表　後任は宮尾氏　　:日本経済新聞 https://www.nikkei.com/article/DGXMZO44620970Q9A510C1X13000/ UberがIPO価格を約5000円に設定、調達目標は8900億円 | TechCrunch Japan https://jp.techcrunch.com/2019/05/10/2019-05-09-uber-reportedly-prices-ipo-at-45-per-share/ 今週の予定 5月6日（月） 振替休日、中4月財新PMI 5月7日（火） HOYA 5月8日（水） トヨタ、ホンダ、ソフトバンク、中4月貿易統計 5月9日（木） ソフトバンクG、メルカリ、パナソニック、三菱重工、三菱商事、住友商事、中4月PPI・CPI、米4月PPI、米3月貿易収支 5月10日（金） SQ、3月家計調査、楽天、英1-3月期GDP、米4月CPI、米4月財政収支 5月13日（月） 3月景気動向指数、東芝、ブリヂストン 5月14日（火） 4月景気ウォッチャー調査、日産、武田、三菱地所 5月15日（水） 電通、三菱UFJ、三井住友、みずほ、第一生命、KDDI、中4月小売売上高、独1-3月期GDP、欧1-3月期GDP、米4月小売売上高、米5月ニューヨーク連銀製造業景気指数、CISCO 5月16日（木） 住友不動産、米5月フィラデルフィア連銀製造業景気指数、米4月住宅着工件数、ウォルマート、NVIDIA 5月17日（金） 欧4月CPI ☆テックニュース 月面着陸船BLUE MOON！ Amazon CEOベゾスの宇宙事業Blue Originが発表。2024年までに月面の有人探査もしたい | ギズモード・ジャパン https://www.gizmodo.jp/2019/05/blue-moon-unveil.html ｢はたらくドローン｣の増加に連邦航空局もビックリ。2023年までに数は3倍に | ギズモード・ジャパン https://www.gizmodo.jp/2019/05/faa-revises-predictions-for-commercial-drone-market.html DJIが意味深なティザーページを公開。次の撮影シーンは…水中!? | ギズモード・ジャパンhttps://www.gizmodo.jp/2019/05/dji-new-teaser-in-water.html MacBook ProのDockをTouch Barに複製するアプリ『Pock』 | ライフハッカー［日本版］ https://www.lifehacker.jp/2019/05/how-to-display-your-macs-dock-in-its-touch-bar.html Pock: Display macOS Dock in Touch Bar https://pock.pigigaldi.com/ 懐かしい！いや、あ…新しいィ!! FF7リメイク『FINAL FANTASY VII REMAKE』のティーザー映像が公開 | ギズモード・ジャパン https://www.gizmodo.jp/2019/05/final-fantasy-vii-remake-teaser.html ☆新製品 CASETiFY & POKÉMON - DAY & NIGHT I CHOOSE YOU – CASETiFY https://www.casetify.com/pokemon 1万円切りの魅惑感。Ankerからサウンドバー｢Soundcore Infini｣が限定セールで登場 | ギズモード・ジャパン https://www.gizmodo.jp/2019/05/amazon-anker-soundcorrinfini.html ご視聴ありがとうございました！ 参考になったら高評価ボタン、チャンネル登録お願いします！

周四股指在开盘后就一路震荡走低，虽然在某些板块的带动下，尝试向上发起冲锋，但效果不佳。创业板盘中一度强势上攻翻红，但后续力量不足，再度震荡回落。截止收盘，沪指下跌2.03%，创业板下跌1.72%。 消 息面：国家统计局今天发布的2016年2月份的全国居民消费价格指数（cpi)和工业生产者指数（PPI）数据显示，CPI环比上涨1.60%，同比上涨 2.3%，结束1时代；PPI环比下降0.3%，同比下降4.9%。财政部表示2016年实施规模更大的减税降费措施。央行副行长易纲表示，整体来说货币 政策取向并未改变。国土资源部称将采取分类调控原则，增加一线城市土地供应。工信部制定十年工作计划，全面启动五大工程，包括：国家制造业创新中心建设、 智能制造、工业强基、绿色制造和高端装备创新这五大领域。投贷联动首批试点将公布，银监会副主席曹宇称新一批民营银行将进入批设阶段。 盘面 上看板块全面下跌，证券、煤炭、航空等板块大幅下跌。板块几乎普跌，仅有公共交通、酿酒、日用化工等极少量板块微涨；有消息称，第94届全国糖酒商品交易 会将于3月24日至26日举行。本次糖酒会预计总展出面积达12.8万平方米，参展企业近3000家，其中境外展品比例超过20%。在该消息影响下，酿酒 食品板块出现上涨。个股方面，沱牌舍得 、金种子酒和泸州老窖等走势较好。 整体上来看，沪深两市依旧维持在一定的区间内震荡走势，成交量再 度出现萎缩，市场极为惨淡；存在明显的技术回调需求，近期的缩量回调正是回应了这一需求。短期市场虽然有两会期间的护盘作用，不至于出现深跌，但是赚钱的 效应极难，两会期间就如此困难，两会之后没有护盘的作用下会是什么样子，我想大家不用猜就能知道，建议普通投资者最好还是多看少动为宜，逢高减仓，切记不 能火中取粟。