Target股价飙升20% | 播客《Numbers》
主持人:本·沃尔什(Ben Walsh)
编辑 | 郭力群
2019-08-23 10:42:56
从公司财务数据和其他一系列数据中可以看出,虽然出现经济衰退预警,但美国的消费者支出依然强劲。


The Number of Mortgage Refinancing Applications Have Risen for Four Weeks

美国抵押贷款再融资申请量连续四周增加

New data from the Mortgage Bankers Association shows that the refinancing, or refis, have hit their highest level since 2016.

美国抵押贷款银行家协会(Mortgage Bankers Association)最新发布的数据显示,抵押贷款再融资申请量已达到2016年以来的最高水平。

Why? It’s probably because homeowners are looking to lock in rates. 30-year fixed mortgage rates are at 3.6% according to Freddie Mac —the lowest they’ve been since fall 2016.

原因是什么?这可能是因为房主希望锁定利率。房地美(Freddie Mac)的数据显示,30年期固定抵押贷款利率为3.6%,这是2016年秋季以来的最低水平。

But if you’re hoping that a mortgage refinancing boom will help forestall a potential recession, don’t: For one, cash-out refi activity is still just about a fifth of what it was in 2006. And a majority of the money homeowners are taking out is earmarked to pay off bills or to pad savings.

但是,如果你希望抵押贷款再融资热潮能够防止经济陷入衰退,还是不要抱这种希望了。原因之一是,目前套现再融资活动的规模仍然只是2006年水平的五分之一,而且房主取出的大部分资金都是专门用于支付账单或增加储蓄的。

Target Stock Rose 20% on Wednesday

8月21日Target股价飙升20%

It’s the largest single-day move in the stock’s history. The jump came after the retailer released second-quarter earnings that beat Wall Street’s expectations.

这是该股有史以来出现的最大单日涨幅。在这家零售商公布的第二季度收益超过华尔街预期之后,股价大幅走高。

And perhaps more important, Target offered guidance for its full-year earnings that was well above what analysts had expected. Walmart also reported strong earnings recently. The companies’ results are the latest in a string of data points that suggest that despite warning signs of a recession, the American consumer remains strong.

更重要的一个消息可能是,Target (TGT)给出的全年收益预期远高于分析师的预期。沃尔玛(Walmart)最近公布的财报表现也很强劲。从这两家公司的财务数据和其他一系列数据中可以看出,虽然出现经济衰退预警,但美国的消费者支出依然强劲。

Now, President Donald Trump Wants to Cut Taxes by Zero

美国总统特朗普减税态度大反转

On Tuesday, the president said he was mulling cutting both the capital gains and payroll tax in order to help avoid a slowdown. But the president has now reversed himself and says the economy is so strong, that stimulus it isn’t necessary.

8月20日特朗普曾表示正在考虑削减资本利得税和工资税,以此来避免经济放缓。但他现在又换了一种说法,称美国经济非常强劲,不需要实施刺激措施。

His previous statements that he was considering tax cuts put Trump in a precarious position. He was at once arguing that tax cuts were necessary to avoid a downturn while also maintaining that the economy is as strong as it has been.

特朗普之前关于考虑减税的说法引发外界质疑,他当时立刻争辩道,减税对于避免经济衰退、同时保持经济和以往一样的强劲势头是必要的。

翻译 | Anqi

版权声明:

《巴伦》(barronschina) 原创文章,未经许可,不得转载。英文版见2019年8月22日报道“A 20% Jump for Target, and Two More Numbers to Know”。

(本文内容仅供参考,投资建议不代表《巴伦》倾向;市场有风险,投资须谨慎。)

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