Teb Chaws Asmeskas cov khoom lag luam tsis zoo li yuav pom lwm lub xyoo poob txawm tias Fed tsis tau ua tiav kev nce nqi, hais tias Ryan Detrick - Chief Market Strategist ntawm Carson Group.
Kev lag luam Asmeskas tuaj yeem zam kev poob nyiaj
Lub xyoo dhau los, lub S&P 500 index yog nce ntau tshaj 5.0%. Keeb kwm, Detrick tau sau tseg tag kis no ntawm CNBC's “Kev sib pauv thoob ntiaj teb”, uas qhia tau tias muaj zog xyoo tom ntej.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Yog li mus Lub Ib Hlis, mus rau xyoo. Thaum lub xyoo ua ntej poob qis thiab Lub Ib Hlis nce 5.0%, tsuas yog tshwm sim tsib zaug, xyoo tas los yeej tsis qis dua. Yog li, peb tab tom xav tias nws yog lub khw muag nyuj tshiab, ua siab ncaj.
Qhov tseem ceeb tshaj, nws muaj kev ntseeg siab rau lub zog ntawm cov neeg siv khoom thiab, yog li ntawd, tsis cia siab tias Asmeskas kev lag luam yuav swb mus rau kev lag luam nyiaj txiag xyoo no, tshwj xeeb tshaj yog tom qab American Express CEO alluded rau lub lim tiam dhau los.
Dab tsi ntxiv tuaj yeem pab txhawb tus nqi Tshuag?
Detrick yog tshwj xeeb tshaj yog bullish ntawm cyclical tus nqi npe nyob rau hauv tej yam xws li nyiaj txiag, industrials, thiab cov ntaub ntawv tab sis yog ua raws li ib tug ntau "nruab nrab" stance ntawm technology.
Nws cia siab tias cov nyiaj daus las Asmeskas yuav tsis muaj zog rau xyoo no, yog li kev xauv nkag mus txuas ntxiv rau cov khoom lag luam.
Keeb kwm, thaum US duas muaj zog, tej yam tsis ua zoo li. Cov nyiaj khwv tau los tsis zoo heev vim tias peb tab tom cuam tshuam nrog kev nce nyiaj ntau dua xyoo tas los. Yog hais tias nws tseem tsis muaj zog, qhov ntawd tuaj yeem ua rau tailwind.
Muaj ntau dua 98% qhov tshwm sim uas US central bank yuav hloov mus rau qhov nqaim 25 cov ntsiab lus nce hauv cov paj laum lub lim tiam no - yog raws li CME FedWatch Tool.
Tau qhov twg los: https://invezz.com/news/2023/01/30/were-in-a-new-bull-market-now-ryan-detrick/