[영어] 21.08.09 오늘의 미국주식 뉴스1 - 미주은

월요일이라 쳐진다. 그래도 한다. 미주은 을 보고 공부했다.

Total nonfarm payroll employment rose by 943,000 in July, and the unemployment rate declined by 0.5 percentage point to 5.4 percent
Notable job gains occured in leisure and hospitality, in local goverment education, and in professional and business services.

943K jobs vs. 900K consensus.
That implies that the economy may be strong for the Federal Reserve to enough start tapering its assets purchases soonner rather than later.
As a result, investiors dived out of the long bond(NASDAQ:TLT)(-1.5%), while the 10-year UST yield climbed 6% to 130 basis points; Financials, Bitcoin and some agricultural commodities traded higher on Friday.
The unemployment rate of 5.4% also beat the 5.7% estimate and fell from 5.9% in June. however, “we’re still down over 8M jobs from where we could have been absent the pandemic.”
In addition, the labor force participation rate remains unchanged and well below pre-pandemic levels at 61.7, which means there are still people staying out of the labor force. This, even as a national foreclosure moratoriaum expired in early-August and enhanced unemployment benefits are due to end natuonally in September.

Warren Buffettt’s Berkshire Hathaway reported a strong rebound in earnings on Saturday
Berkshire revealed that about 70% of its equity portfolio was concentrated in just four names. Take a look at these high-conviction bets from the “Oracle of Omaha.”
Apple : $124.30B, Coca-Cola : $21.60B, American Express : $25.10B, Bank of America : $42.60B

Invitae(NYSE:NVTA) has gained ~9.2% in post-market trading amid reports that Exact Sciences (NASDAQ:EXAS) has approached the company for a possible merger
Companies are not in active talks, and if a deal materializes, it could be an all-stock deal a low premium.
Invitae backed by Ark Investment Management surged in March after ARK’s CEO Cathie Wood called the company “probably one of the most important companies in the genomic revolution.”

Xilinx couild offer a cheap way to play AMD, although the deal awaits regulatory approval in China, and that isn’t certain in a climate of worsening realations with the U.S
Xilinx trading at a 23% discount to the current value of the AMD offer.
AMD is offering 1.7234 of its shares for each Xilinx share in the all-stock deal. There were rumors ealier Thursday that the deal will get China’s approval. AMD is aiming to close the deal by the end of 2021.

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