Federal Reserve News Agency: Changing The Wording Does Not Mean That It Will Raise Interest Rates From June.

The US report on non farm employment in February was strong. Hiaasen, a well-known journalist named "the Federal Reserve news agency", said on Friday (March 6th) that the latest employment report made the Fed still withdraw the word "patience" on the 17-18 day interest conference in March and discussed whether it was on the right track to increase interest rates in June.

However, no one can guarantee now. Federal Reserve It will increase interest rates from June. Fed officials hope Increase interest More data on output, employment and inflation were obtained before. The Fed is still worried that inflation is below 2%.

In February, the average hourly wage of private workers was $24.78, an increase of 2% over the same period last year. The growth rate is in line with the average growth rate of 2% over the past 4 years. February 24 Federal Reserve Chairman Yellen (Janet Yellen) told the Senate Banking Committee that these figures are potential clues, but the Fed has not seen a marked rise in pay.

What is clear now is that the Fed will remove the word "patience" in its statement in mid March. Yellen said with great caution that even removing the word patience does not mean that the Federal Reserve will raise interest rates from June, and the Federal Reserve will maintain its current interest rate. In the future, any sign of wage growth may be enough to trigger the Fed's announcement of raising interest rates.

Dow Ming securities also believes that the US employment growth rate is bizarre. The withdrawal of patience will indeed raise the probability of the Federal Reserve raising interest rates in June, but FOMC still has the opportunity to postpone action.

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This week environmental protection, textile and clothing, agriculture, nonferrous metals and other plate turn performance, wheel Market is still obvious. For the next investment opportunities, the fund is optimistic about the investment opportunities brought about by the release of the dividend system, such as the Internet, the reform of state-owned enterprises and so on.

Kami Mane said that the focus of the recent market is concentrated on the "two sessions". It is expected that the conference will focus on steady growth, structural adjustment and reform. Besides the Yangtze River economic belt and the regional road plan, investors should be concerned about the investment opportunities brought about by the institutional dividend release of the traditional manufacturing industry, such as technological innovation and transformation of the Internet, resource goods reform, and the top-level design of the state-run reform.

Dacheng Fund said it would like to see some areas that will accelerate reform in the future. Compared with the past 1 years, this year's government work report has repeatedly mentioned the Internet, and proposed to promote the integration of mobile Internet, cloud computing, big data and Internet of things with modern manufacturing, and promote the healthy development of e-commerce, industrial Internet and Internet finance. Dacheng Fund believes that many Internet listed companies have increased substantially. We should select pure Internet companies from three aspects: first, the leading companies in the field of subdivision; the two is to have great growth space; and three, to determine the growth of performance. In addition, the Internet is changing every industry. We should pay attention to the low penetration rate of Internet at present, but we have seen the investment target that has sprouted rapidly.

According to the nine Thai fund, although the catalyst for the short-term rise of the big financial sector is slightly inadequate, the overall valuation is relatively reasonable, and the space for the big market to drop sharply has been blocked. The foundation of the slow cow market has not changed. Short term relatively optimistic about growth stocks, the main themes are energy saving, environmental protection, Internet finance, mergers and acquisitions, information security, new energy, smart city and so on. It is suggested that we should balance the allocation and grasp the rhythm of market rotation.

HSBC believes that opportunities can be found from the following aspects: first, the impact of policy expectations on the market can be focused on the policy driven investment themes of SOE reform and environmental protection. Two, in the big financial field, the value of banking sector is rising; three, the positive changes in the fundamentals of aviation, chemical industry, coal and other industries in the cycle plate; four, investment opportunities such as growth plates, and the return of value such as medicine, food and beverages.