ARK's Cathie Wood tau tshaj tawm tsab ntawv qhib rau Fed, hais tias nws muaj kev pheej hmoo rau kev lag luam 'tawg'

Tsoom Fwv Teb Chaws Reserve tej zaum yuav ua yuam kev nyob rau hauv nws hardline stance tiv thaiv kev nce nqi Ark Investment Management tus Cathie Wood tau hais hnub Monday nyob rau hauv tsab ntawv qhib rau lub central bank.

Hloov chaw ntawm kev saib xyuas kev ua haujlwm thiab tus nqi ntsuas los ntawm lub hli dhau los, Wood hais tias Fed yuav tsum tau txais cov lus qhia los ntawm cov khoom lag luam uas qhia tias qhov kev pheej hmoo loj tshaj plaws ntawm kev lag luam mus rau tom ntej yog deflation, tsis yog kev nce nqi.

"Fed zoo li tsom mus rau ob qhov kev hloov pauv uas, hauv peb qhov kev xav, yog cov cim lag luam - kev nce nqi qis thiab kev ua haujlwm - ob qho tib si tau xa cov teeb meem tsis sib haum xeeb thiab yuav tsum tau hu rau cov lus nug Fed qhov kev sib koom siab hu rau cov paj laum siab dua," Ntoo hais hauv tsab ntawv muab tso rau ntawm lub tuam txhab lub vev xaib.

Tshwj xeeb, cov neeg siv khoom tus nqi thiab kev siv tus kheej siv tus nqi ntsuas ob qho tib si pom kev nce nyiaj nce siab. Xov xwm CPI tau nce 0.1% thaum Lub Yim Hli thiab tau nce 8.3% xyoo dhau los, thaum lub ntsiab lus PCE nce 0.3% thiab 6.2% feem. Ob qhov kev nyeem ntawv tau nce siab dua tsis suav nrog zaub mov thiab lub zog, uas pom tus nqi loj poob rau lub caij ntuj sov.

Ntawm kev ua haujlwm, cov nyiaj them poob haujlwm tau qeeb tab sis tseem muaj zog, nrog Kev ua haujlwm tau txais tag nrho 263,000 thaum lub Cuaj Hlis raws li qhov nyiaj poob haujlwm poob rau 3.5%.

Tab sis Wood, uas nws lub tuam txhab tswj hwm qee qhov $ 14.4 nphom hauv cov neeg siv nyiaj thoob plaws ib tsev neeg ntawm ETFs nquag, tau hais tias cov nqi poob rau cov khoom xws li ntoo, tooj liab thiab vaj tse yog qhia ib zaj dab neeg sib txawv.

Fed tau pom zoo peb qhov kev paj laum sib law liag nce ntawm 0.75 feem pua ​​​​ntawm cov ntsiab lus, feem ntau yog los ntawm kev pov ntawv tawm suab, thiab xav tias yuav OK thib plaub thaum nws ntsib dua lub Kaum Ib Hlis 1-2.

“Unanimous? Tiag tiag?” Ntoo sau. "Nws puas tuaj yeem yog qhov tsis tau muaj dua 13-fold nce ntawm cov paj laum nyob rau lub hlis dhau los--zoo li 16-fold tuaj txog Lub Kaum Ib Hlis 2-- tau ua rau tsis yog Asmeskas nkaus xwb tab sis lub ntiaj teb thiab ua rau muaj kev pheej hmoo ntawm kev poob qis?"

Kev nce nqi yog qhov tsis zoo rau kev lag luam vim tias nws nce nqi ntawm kev nyob thiab ua rau cov neeg siv khoom tsis txaus siab; deflation yog ib qho kev pheej hmoo sib tham uas qhia txog kev xav tau poob qis thiab cuam tshuam nrog kev lag luam poob qis.

Kom paub meej, Fed tsis yog ib leeg hauv kev nce nqi.

Ze li ntawm 40 lub tsev txhab nyiaj hauv nruab nrab thoob ntiaj teb tau pom zoo nce thaum lub Cuaj Hli, thiab kev lag luam tau xav kom tag nrho Fed qhov kev txav mus los.

Txawm li cas los, kev thuam tau tshwm sim tsis ntev los no tias Fed tuaj yeem mus dhau deb thiab muaj kev pheej hmoo ntawm rub kev lag luam mus rau qhov tsis tsim nyog kev lag luam.

"Yog tsis muaj lus nug, cov nqi khoom noj thiab lub zog yog qhov tseem ceeb, tab sis peb tsis ntseeg tias Fed yuav tsum sib ntaus sib tua thiab ua rau muaj kev mob hnyav thoob ntiaj teb cuam tshuam nrog kev poob siab rau kev ua liaj ua teb thiab cov khoom siv hluav taws xob los ntawm Russia qhov kev cuam tshuam ntawm Ukraine," Wood sau.

Fed xav tias yuav ua raws li lub Kaum Ib Hlis nrog rau lwm qhov 0.5 feem pua ​​​​ntawm cov ntsiab lus txav mus rau lub Kaum Ob Hlis, tom qab ntawd lwm qhov 0.25 feem pua ​​​​ntawm cov ntsiab lus txav thaum ntxov xyoo 2023.

Ib cheeb tsam ntawm kev ua lag luam hu ua overnight indexed swaps yog pricing ob tus nqi txiav los ntawm qhov kawg ntawm 2023, raws li Morgan Stanley.