摩根大通:三大理由保持对加元看涨倾向 年底美/加目标1.22

2021年04月07日 16521点热度 0人点赞 3,216条评论

摩根大通:三大理由保持对加元看涨倾向 年底美/加目标1.22

摩根大通对加元维持结构性看涨倾向,将美元/加元目标定在年底前的1.22。

自年初以来,该行越来越看好加元,并自1月份以来一直建议做多加元。与此同时,加元在上个月的G10货币中表现最好。支撑我们日益增长的信心的是:1)加拿大的增长出人意料,加上美国即将出台的另一波财政刺激措施;2)随后加拿大央行缩减购债规模的可能性上升;3)大宗商品行业的优异表现支撑了加元的贸易条件。

最终的结果是加元提供了一个有吸引力的质量和顺周期敞口的组合。因此,该行将美元/加元的年底目标维持在1.22。

 

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    The bow of a US Navy cruiser damaged in a World War II battle in the Pacific has shone new light on one of the most remarkable stories in the service’s history.

    More than 80 years ago, the crew of the USS New Orleans, having been hit by a Japanese torpedo and losing scores of sailors, performed hasty repairs with coconut logs, before a 1,800-mile voyage across the Pacific in reverse.

    The front of the ship, or the bow, had sunk to the sea floor. But over the weekend, the Nautilus Live expedition from the Ocean Exploration Trust located it in 675 meters (2,214 feet) of water in Iron Bottom Sound in the Solomon Islands.
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    Using remotely operated underwater vehicles, scientists and historians observed “details in the ship’s structure, painting, and anchor to positively identify the wreckage as New Orleans,” the expedition’s website said.

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    The torpedo’s explosion ignited ammunition in the New Orleans’ forward ammunition magazine, severing the first 20% of the 588-foot warship and killing more than 180 of its 900 crew members, records state.

    The crew worked to close off bulkheads to prevent flooding in the rest of the ship, and it limped into the harbor on the island of Tulagi, where sailors went into the jungle to get repair supplies.

    “Camouflaging their ship from air attack, the crew jury-rigged a bow of coconut logs,” a US Navy account states.
    With that makeshift bow, the ship steamed – in reverse – some 1,800 miles across the Pacific to Australia for sturdier repairs, according to an account from the National World War II Museum in Louisiana.

    Retired US Navy Capt. Carl Schuster described to CNN the remarkable skill involved in sailing a warship backwards for that extended distance.

    “‘Difficult’ does not adequately describe the challenge,” Schuster said.

    While a ship’s bow is designed to cut through waves, the stern is not, meaning wave action lifts and drops the stern with each trough, he said.

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    And losing the front portion of the ship changes the ship’s center of maneuverability, or its “pivot point,” he said.

    “That affects how the ship responds to sea and wind effects and changes the ship’s response to rudder and propellor actions,” he said.

    The New Orleans’ officers would have had to learn – on the go – a whole new set of actions and commands to keep it stable and moving in the right direction, he said.

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    Mainstream economists would probably cheer that outcome. Most have long disliked tariffs and can point to research showing they harm the countries that impose them, including the workers and consumers in those economies. And although they also recognize the problems free trade can create, high tariffs are rarely seen as the solution.
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    Trump’s tariffs so far have not meaningfully boosted US inflation, slowed the economy or hurt jobs growth. Inflation is “the dog that didn’t bark,” Treasury Secretary Scott Bessent likes to say. But economists argue inflation and jobs will have a delayed reaction to tariffs that could start to get ugly toward the end of the year, and that the current calm before the impending storm has provided the administration with a false sense of security.

    “The positives (of free trade) outweigh the negatives, even in rich countries,” Antonio Fatas, an economics professor at business school INSEAD, told CNN. “I think in the US, the country has benefited from being open, Europe has benefited from being open.”

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    Tariffs are taxes on imports and their most direct typical effect is to drive up costs for producers and prices for consumers.

    Around half of all US imports are purchases of so-called intermediate products, needed to make finished American goods, according to data from the Organisation for Economic Co-operation and Development.

    “If you look at a Boeing aircraft, or an automobile manufactured in the US or Canada… it’s really internationally sourced,” Doug Irwin, an economics professor at Dartmouth College, said on the EconTalk podcast in May. And when American businesses have to pay more for imported components, it raises their costs, he added.

    Likewise, tariffs raise the cost of finished foreign goods for their American importers.

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    The bow of a US Navy cruiser damaged in a World War II battle in the Pacific has shone new light on one of the most remarkable stories in the service’s history.

    More than 80 years ago, the crew of the USS New Orleans, having been hit by a Japanese torpedo and losing scores of sailors, performed hasty repairs with coconut logs, before a 1,800-mile voyage across the Pacific in reverse.

    The front of the ship, or the bow, had sunk to the sea floor. But over the weekend, the Nautilus Live expedition from the Ocean Exploration Trust located it in 675 meters (2,214 feet) of water in Iron Bottom Sound in the Solomon Islands.
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    Using remotely operated underwater vehicles, scientists and historians observed “details in the ship’s structure, painting, and anchor to positively identify the wreckage as New Orleans,” the expedition’s website said.

    On November 30, 1942, New Orleans was struck on its portside bow during the Battle of Tassafaronga, off Guadalcanal island, according to an official Navy report of the incident.
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    The torpedo’s explosion ignited ammunition in the New Orleans’ forward ammunition magazine, severing the first 20% of the 588-foot warship and killing more than 180 of its 900 crew members, records state.

    The crew worked to close off bulkheads to prevent flooding in the rest of the ship, and it limped into the harbor on the island of Tulagi, where sailors went into the jungle to get repair supplies.

    “Camouflaging their ship from air attack, the crew jury-rigged a bow of coconut logs,” a US Navy account states.
    With that makeshift bow, the ship steamed – in reverse – some 1,800 miles across the Pacific to Australia for sturdier repairs, according to an account from the National World War II Museum in Louisiana.

    Retired US Navy Capt. Carl Schuster described to CNN the remarkable skill involved in sailing a warship backwards for that extended distance.

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    “That affects how the ship responds to sea and wind effects and changes the ship’s response to rudder and propellor actions,” he said.

    The New Orleans’ officers would have had to learn – on the go – a whole new set of actions and commands to keep it stable and moving in the right direction, he said.

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    More than 80 years ago, the crew of the USS New Orleans, having been hit by a Japanese torpedo and losing scores of sailors, performed hasty repairs with coconut logs, before a 1,800-mile voyage across the Pacific in reverse.

    The front of the ship, or the bow, had sunk to the sea floor. But over the weekend, the Nautilus Live expedition from the Ocean Exploration Trust located it in 675 meters (2,214 feet) of water in Iron Bottom Sound in the Solomon Islands.
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    Using remotely operated underwater vehicles, scientists and historians observed “details in the ship’s structure, painting, and anchor to positively identify the wreckage as New Orleans,” the expedition’s website said.

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    The torpedo’s explosion ignited ammunition in the New Orleans’ forward ammunition magazine, severing the first 20% of the 588-foot warship and killing more than 180 of its 900 crew members, records state.

    The crew worked to close off bulkheads to prevent flooding in the rest of the ship, and it limped into the harbor on the island of Tulagi, where sailors went into the jungle to get repair supplies.

    “Camouflaging their ship from air attack, the crew jury-rigged a bow of coconut logs,” a US Navy account states.
    With that makeshift bow, the ship steamed – in reverse – some 1,800 miles across the Pacific to Australia for sturdier repairs, according to an account from the National World War II Museum in Louisiana.

    Retired US Navy Capt. Carl Schuster described to CNN the remarkable skill involved in sailing a warship backwards for that extended distance.

    “‘Difficult’ does not adequately describe the challenge,” Schuster said.

    While a ship’s bow is designed to cut through waves, the stern is not, meaning wave action lifts and drops the stern with each trough, he said.

    When the stern rises, rudders lose bite in the water, making steering more difficult, Schuster said.

    And losing the front portion of the ship changes the ship’s center of maneuverability, or its “pivot point,” he said.

    “That affects how the ship responds to sea and wind effects and changes the ship’s response to rudder and propellor actions,” he said.

    The New Orleans’ officers would have had to learn – on the go – a whole new set of actions and commands to keep it stable and moving in the right direction, he said.

    The ingenuity and adaptiveness that saved the New Orleans at the Battle of Tassafaronga enabled it to be a force later in the war.

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    Dauner explained. “But this just makes their responses even longer, expending more energy to generate each word.”

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    Most important, Dauner’s study highlights that not all AI models are created equally, said Sasha Luccioni, the climate lead at AI company Hugging Face, in an email. Users looking to reduce their carbon footprint can be more intentional about which model they chose for which task.

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    When possible, Luccioni recommends going back to basic sources — online encyclopedias and phone calculators — to accomplish simple tasks.

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    Putting a number on the environmental impact of AI has proved challenging.

    The study noted that energy consumption can vary based on the user’s proximity to local energy grids and the hardware used to run AI models.
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    Buntel, a spring allergy sufferer, said his Somerville home’s air exchange has made a noticeable difference in the amount of pollen in the house. And customers have remarked on how quiet their homes are, due to their insulation.

    “I’m from New England, so I’ve always lived in drafty, uncomfortable, older houses,” Buntel said. “This is really amazing to me, how consistent it is throughout the year.”
    Some panelized home customers are choosing to build not just to reduce their carbon footprint, but because of the looming threat of a warming planet, and the stronger storms it brings.

    Burton DeWilde, a Unity homeowner based in Vermont, wanted to build a home that could withstand increasing climate impacts like severe flooding.

    “I think of myself as a preemptive climate refugee, which is maybe a loaded term, but I wasn’t willing to wait around for disaster to strike,” he told CNN.

    Sustainability is one of Unity’s founding principles, and the company builds houses with the goal of being all-electric.

    “We’re trying to eliminate fossil fuels and the need for fossil fuels,” Hertzler said.

    Goodson may drill oil by day, but the only fossil fuel he uses at home is diesel to power the house battery if the sun doesn’t shine for days. Goodson estimated he burned just 30 gallons of diesel last winter – hundreds of gallons less than Maine homeowners who burn oil to stay warm.

    “We have no power bill, no fuel bill, all the things that you would have in an on-grid house,” he said. “We pay for internet, and we pay property taxes, and that’s it.”

    2025年7月16日
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    Homeowners also need to factor in additional costs, like buying and developing a suitable plot of land, and in some cases, getting access to water, electricity and septic, Gibson added.
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    The way to bring down costs, Gibson believes, is more panelized, multi-family housing.

    “It can be done so much more efficiently,” Gibson said, “and there’s a lot more repetition” for the developer, making the process faster and less expensive than custom multi-family builds.
    Goodson, the homeowner in Maine, was able to save big money with his engineering background and penchant for DIY. He installed a rooftop solar system and electrical improvements himself, saving hundreds of thousands of dollars in the process. He wound up spending around $500,000 in all, which he estimates was $200,000 less than he otherwise would have.
    “It’s a big number to swallow, I’m not making light of that at all, but it’s not that far out of what’s reasonable,” Goodson told CNN. It’s also not considering the long-term savings he will experience with no utility bills.

    He was also able to take advantage of federal tax credits that reduced the cost of his rooftop solar, which saved him more than $10,000 on his panels. Those tax credits are now endangered with House Republicans’ tax bill.

    “That was huge,” he said. “It’s fairly unfortunate they’re looking at doing away with it.”

    2025年7月16日
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    Homeowners also need to factor in additional costs, like buying and developing a suitable plot of land, and in some cases, getting access to water, electricity and septic, Gibson added.
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    The way to bring down costs, Gibson believes, is more panelized, multi-family housing.

    “It can be done so much more efficiently,” Gibson said, “and there’s a lot more repetition” for the developer, making the process faster and less expensive than custom multi-family builds.
    Goodson, the homeowner in Maine, was able to save big money with his engineering background and penchant for DIY. He installed a rooftop solar system and electrical improvements himself, saving hundreds of thousands of dollars in the process. He wound up spending around $500,000 in all, which he estimates was $200,000 less than he otherwise would have.
    “It’s a big number to swallow, I’m not making light of that at all, but it’s not that far out of what’s reasonable,” Goodson told CNN. It’s also not considering the long-term savings he will experience with no utility bills.

    He was also able to take advantage of federal tax credits that reduced the cost of his rooftop solar, which saved him more than $10,000 on his panels. Those tax credits are now endangered with House Republicans’ tax bill.

    “That was huge,” he said. “It’s fairly unfortunate they’re looking at doing away with it.”

    2025年7月17日
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    Tbilisi, Georgia — Jailed journalist Mzia Amaghlobeli gets weaker every day as her hunger strike has reached three weeks in Rustavi, a town near the Georgian capital of Tbilisi, her lawyer says. Now the 49-year-old is having difficulty walking the short distance from her cell to the room where they usually meet, and human rights officials, colleagues and family fear for her life.
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    Amaghlobeli was arrested Jan. 12 during an anti-government protest in the coastal city of Batumi, one of over 40 people in custody on criminal charges from a series of demonstrations that have hit the South Caucasus nation of 3.7 million in recent months.
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    The political turmoil follows a parliamentary election that was won by the ruling Georgian Dream party, although its opponents allege the vote was rigged.

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    The political turmoil follows a parliamentary election that was won by the ruling Georgian Dream party, although its opponents allege the vote was rigged.

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    Its outcome pushed Georgia further into Russia's orbit of influence. Georgia aspired to join the European Union, but the party suspended accession talks with the bloc after the election.

    As it sought to cement its grip on power, Georgian Dream has cracked down on freedom of assembly and expression in what the opposition says is similar to President Vladimir Putin's actions in neighboring Russia, its former imperial ruler.
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