Bridge water fund Dario heavy warning! Biden’s big spending increases the risk of inflation and dollar depreciation

Bridge water fund Dario heavy warning! Biden's big spending increases the risk of inflation and dollar depreciation
Original title: Bridge Water Fund Dario heavy warning! Biden’s heavy spending increases the risk of inflation and dollar devaluation. Ray Dalio, founder and billionaire investor of Bridgewater associates of fx168 financial newspaper (Hong Kong), warned on Tuesday (May 11) local time that Biden’s heavy government spending increases the risk of inflation and dollar devaluation. Dario said that the Biden administration’s economic agenda, including the $1 trillion and 900 billion new crown rescue Act signed in March, and the $2 trillion and 300 billion spending proposal for infrastructure, could lead to massive capital inflows into the economy, resulting in bubbles. Dario also predicted that bond buyers would not have enough demand to buy new government bonds, which would lead to the failure of AP

Asset bubbles + low interest rates = new US stagflation!

Asset bubbles + low interest rates = new US stagflation!
Original title: Asset Bubble + low interest rate = us new stagflation! Source: Wall Street news Author: Zeng Xinyi Bank of America in the latest research report: asset inflation / breakeven rate rise, real yield decline = 21st century stagflation, bleak non-agricultural report in April = new American stagflation! BofA pointed out that the new stagflation today is different from the new stagflation in the United States in the 1970s. This new stagflation is reflected in the downward trend of the employed population ratio (ePop) since April 2000 and the sharp decline or even negative real yield of the US 10-year Treasury bond‘ “New stagflation” means that investors should hold inflation protected bonds (TIPS) rather than nominal US bonds in the short term, once the yield of 10-year US bonds hits 2.5% later this year or early 2022

[GICs industry tour] preliminary screening of 28 Shanghai, Shenzhen and Hong Kong listed companies in “paper packaging” industry

[GICs industry tour] preliminary screening of 28 Shanghai, Shenzhen and Hong Kong listed companies in
The purpose of this series is to select the listed companies of Shanghai, Hong Kong and Shenzhen from the top to the bottom. We sort out each industry segment in the (International Industry Classification System – GICs industry classification) one by one, select from the top to the bottom according to the characteristics of specific industries, exclude Enterprises for investors, reduce the scope of attention, and finally optimize the optional stock pool( Current version: 4.0) Click to view = > [GICs industry group is “raw materials” breakdown relationship structure chart @ 21 / 04, from top to bottom is: industry sector, industry group, industry and sub industry. This issue is about GICs paper packaging sub industry, which belongs to the raw material industry. According to Ifind data statistics: at the current time point, the sub industry involves 12 A-share listed companies, and the Hong Kong stock listed companies