Goldman Sachs xam qhov xwm txheej phem tshaj kev poob qis tshaj li cov tub ua lag luam pov tseg cov khoom lag luam thiab crypto

Cov khoom lag luam tau hla dhau txoj kab tiav rau hnub Friday kom kaw qis dua rau lub lim tiam thib rau, qhov poob qis tsis zoo ib yam li cov tub ua lag luam tau pom nyob rau kaum xyoo dhau los.

Zoo li gutting li ntawd suab, Goldman Sachs xam pom tej yam yuav ua tau phem. Qhov phem dua.

Hauv tsab ntawv ceeb toom rau cov neeg siv khoom, pab pawg peev nyiaj hauv tuam txhab tau suav cov kwv yees ntxaib puv xyoo rau S&P 500.

Cov ntaub ntawv hauv paus yog rau qhov ntsuas ntsuas kom kaw 2022 ntawm 4,300, ze li-7% tus nqi tshaj hnub Friday kaw. Qhov no xav tias Corporate America yuav muaj peev xwm ua kom tau txais txiaj ntsig zoo thaum lawv hloov mus rau qhov kev poob qis.

Qhov phem tshaj yog nyob deb bleaker. Nws suav nrog kev lag luam tag nrho ntawm kev lag luam slamming Asmeskas kev lag luam, thiab qhov ntawd yuav txhais tau tias cov khoom lag luam poob ntxiv 10% kom kaw 2022 ntawm 3,600.

Lloyd Blankfein, Goldman tus qub CEO, thiab tam sim no tus thawj coj laus, zoo li ua lag luam ntawm qhov xwm txheej kawg. Hnub Sunday, nws hais rau Face the Nation tus neeg xam phaj tias muaj "kev pheej hmoo siab heev" Asmeskas kev lag luam yuav poob rau hauv kev lag luam poob qis.

Cov kev xam pessimistic tau ntxiv qhov hloov pauv ntxiv rau kev pheej hmoo tawm ntawm kev lag luam.

Thaum 3:30 teev sawv ntxov ET Hnub Monday, cov khoom lag luam thoob ntiaj teb thiab Asmeskas yav tom ntej tau poob rau hauv liab nrog Nasdaq yav tom ntej poob qis dua 1% (tom qab nce 3.8% rau hnub Friday). Lub caij no, qhov kev nyab xeeb-haven duas tau nce ntxiv, ntxiv rau nws cov txiaj ntsig zoo rau cov txiaj ntsig sib tw.

Saib daim ntawv qhia sib tham sib ntawm Fortune.com

Ci rau hauv Goldman qhov kev kwv yees downbeat yog kev ntseeg tias kev loj hlob ntawm kev lag luam yuav poob qis hauv lub ntiaj teb kev lag luam siab tshaj plaws.

Nyob rau lub asthiv, nyob rau hauv ib daim ntawv tshaj tawm cais, Goldman tus thawj coj nyiaj txiag Jan Hatzius tau txo qis 2022 thiab 2023 US GDP kev loj hlob.

Hatzius cov pab pawg tam sim no pom Asmeskas kev lag luam loj hlob 2.4% xyoo no (yav dhau los, lawv tau suav 2.6% kev loj hlob) thiab qhov tsis txaus ntseeg 1.6% xyoo tom ntej (vs. 2.2.% rau tag nrho xyoo 2023).

Kev lag luam tab tom muaj kev cuam tshuam loj rau lub quarter no, Hatzius hais tias, nrog rau COVID thiab Russia kev cuam tshuam ntawm Ukraine nce nqi, snarling cov saw hlau thiab sapping cov neeg siv khoom siv zog. Hatzius, nws yuav tsum raug sau tseg, tsis tau hais txog R-lo lus hauv nws pab pawg tshaj tawm.

Cov khoom lag luam thoob ntiaj teb, Bitcoin dab dej

Thoob plaws hauv Atlantic, Tebchaws Europe Stoxx 600 qhib ntawm 0.6% qis dua, thiab cov khoom lag luam hauv Suav teb tsis muaj zog.

Thaum 3:30 teev sawv ntxov ET, Shanghai Composite tau tawm 0.3% tom qab pov tseg ntawm cov ntaub ntawv nyiaj txiag tsis zoo uas tau lees paub tus nqi raug mob ntawm Beijing qhov kev txwv tsis ntev los no hauv cov peev nyiaj txiag.

Ua raws li cov peev txheej txaus ntshai, cov tub ua lag luam tau muag tawm ntawm crypto ib zaug ntxiv. Bitcoin poob qis dua $ 30,000 rau hnub Monday, 5% poob. Ether kuj tau nqis los ntawm kwv yees li qhov feem pua.

Saib tom ntej, nws yog lub lim tiam ntim rau cov ntaub ntawv nyiaj txiag thiab nyiaj tau los. Phab ntsa Street yuav hloov mus rau tag kis cov ntaub ntawv muag khoom muag kom pom tias cov neeg siv khoom tiag tiag tuav kev siv nyiaj. Lub caij no, hnub Tuesday thiab Wednesday, cov tub ua lag luam yuav tau txais txiaj ntsig peb lub hlis twg los ntawm cov khw muag khoom loj tsev Depot, Lowe's, Walmart thiab Target.

Zaj dab neeg no yog thaum chiv keeb los Fortune.com

Tau qhov twg los: https://finance.yahoo.com/news/goldman-sachs-calculates-worst-case-084441593.html