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Transcripts For ALJAZ NEWSHOUR 20240713

Are hoping to better understand the virus and how to ease restrictions here. And make use of land discrimination israel is said to have been boxing in palestinians and densely Populated Areas for decades. And unsporting premier league clubs say no to resuming the season at a neutral venue the league is now in talks with the u. K. Government about teams using their own state. Its been a deadly day in afghanistan with 2 attacks one on a hospital and another on a funeral a suicide bomber is believed to have set off an explosion among mourners and province thats in the east at least 21 people were killed that 55 injured and a hospital in the capital kabul has also been targeted 14 people died there including 2 newborn babies alexia brian reports. Ambulances and the military raced to the scene of an attack on some of afghanistans most vulnerable. Gunman storming a hospital compound in the capital kabul with the
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Transcripts For FOXNEWSW Tucker Carlson Tonight 20190410

Hit. And still more consensus on the creation of all seeing surveillance state that was supposed to somehow help you, but that is not scanning your face and reading your text. There wasnt much debate in washington about any of those policies. There should have been. So it is with some skepticism that we note a new consensus forming, this one about our southern border. It may look bad down there, theyre telling us, but calm down. Its fine. Everything is just fine. Thats thehe new word from max boot, a columnist for jeff bezos newspapermen. More than that, he is the living repository of every silly halftruth, every stale scrap of stupid conventional wisdom of buffoons who run this place have thought up recently. So heres the latest, this is from boots appearance on cnn last night. I am ready to declare a national emergency. Its not on the southern border. Its in washington, d. C. , but the president who is lawless and out of control. Tucker who is this guy . Max boot calls himself a
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广发基金详解下半年投资方向:高景气应对高估值,建议关注高增长的成长股_基金_金融频道首页_财经网


广发基金宏观策略部分析认为,去年下半年以来,全球金融市场上出现了比较明显的再通胀交易,但这个过程正在结束。美国的制造业PMI和通胀预期预计在二季度见顶,未来将平缓下行;而中国的出口和经济也将在下半年边际走弱。
通胀预期见顶,意味着周期股相对防御股的相对收益将被削弱。从国内市场来看,当经济走弱时,科技股相对周期股存在非常稳定的超额收益。此外,目前PPI和CPI的剪刀差已达历史极高值,未来大概率会下行,而在此阶段,包括食品饮料、医药在内的消费股相对周期股也会有稳定的超额收益。
广发基金表示,整体而言,下半年股市出现系统性风险的概率不大,但风格或将切换,对经济增长敏感性相对较低的成长股有望跑赢敏感性相对较高的价值股。
展望下半年,在估值难以扩张而美债实际利率有上行压力 ....

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