Cov Neeg Esxias Cov Nyiaj Txiag poob li Hawkish Fed Halts S&P's Rally: Markets Wrap

(Bloomberg) - Neeg Esxias cov khoom lag luam tau poob rau hnub Tuesday tom qab kev sib tw hauv Asmeskas cov khoom lag luam evaporated raws li Tsoom Fwv Teb Chaws Reserve cov tub ceev xwm tau ceeb toom tias lub tuam txhab nyiaj hauv nruab nrab yuav xav tau nce cov paj paj siab dua 5% ua ntej ncua thiab tuav rau qee lub sijhawm.

Feem ntau Nyeem los ntawm Bloomberg

Suav shares hauv Hong Kong tau poob qis tom qab 2% nce rau hnub Monday, thaum Nyiv Topix Index tau nce siab tom qab rov qhib dua tom qab hnub so rau pej xeem. Gauges hauv Australia thiab Southeast Asia kuj poob. Cov ntawv cog lus ntawm S&P 500 poob qis tom qab qhov ntsuas tsis tau nyob saum tus yuam sij 3,900 qib, tshem tawm qhov ua ntej uas mus txog yuav luag 1.5% Hnub Monday.

Cov tub lag luam cia siab tias yuav xaus sai rau kev nce nqi nce siab vim tias kev nce nqi thoob ntiaj teb txias tau muaj kev kuaj xyuas tseeb rau hnub Monday, thaum Fed Bank ntawm San Francisco Thawj Tswj Hwm Mary Daly tau hais tias nws cia siab tias lub tuam txhab nyiaj hauv nruab nrab yuav nce nqi mus rau qhov chaw tshaj 5%. Nws tus kws lij choj Atlanta Raphael Bostic tau sau tseg tias cov neeg tsim txoj cai yuav tsum nce siab tshaj 5% thaum ntxov hauv lub quarter thib ob thiab tom qab ntawd mus tuav rau "ntev ntev."

Qhov ntawd ua rau cov thawj koom ruam qeeb qeeb tos rau hnub Thursday tsab ntawv tshaj tawm txog nyiaj txiag hauv Teb Chaws Asmeskas, uas yuav tawm yuav luag ib lub lis piam tom qab cov ntaub ntawv ua haujlwm tshiab qhia tau hais tias kev loj hlob ntawm cov nyiaj ua haujlwm tau qeeb. Cov nuj nqis yuav yog ib qho ntawm cov kev nyeem ntawv kawg uas cov neeg tsim cai lij choj yuav pom ua ntej lawv lub Ib Hlis 31-Lub Ob Hlis. 1 kev sib sau.

Craig Johnson, tus thawj kws tshuaj ntsuam xyuas kev tshawb fawb ntawm Piper Sandler & Co. "Nws yog qhov kev tshwm sim loj tom ntej rau kev lag luam thoob ntiaj teb. Kuv xav tias feem ntau cov tub luam yuav zoo nkauj tiaj tus los rau hauv kev lag luam luam tawm. "

Lub Bloomberg Dollar Spot Index tau hloov pauv me ntsis, thaum lub ntsej muag ntsuab tau sib xyaw tawm tsam nws Pawg-ntawm-10 tus neeg sib tw hnub Tuesday. Treasury 10-xyoo yields tuav ntawm 3.54%. Nyiv 10-xyoo cov txiaj ntsig tau los ntawm 0.5%, lub qab nthab rau Bank of Nyiv txoj cai tswj hwm cov txiaj ntsig.

"Ntxiv rau qhov tshwm sim ntawm cov paj laum uas tseem tshuav siab thiab muaj peev xwm ua rau kev lag luam poob qis, ib qho kev nce siab uas tshwm sim los ntawm kev nce nqi qis yuav raug cuam tshuam los ntawm cov khoom lag luam tseem muaj txiaj ntsig thiab kev cia siab dhau los ntawm kev cia siab," said Chris Larkin ntawm E * Kev Lag Luam los ntawm Morgan Stanley. "Nws tuaj yeem yog daim ntawv qhia rau kev ua lag luam nyob ze thiab mus ntev."

Kev txhawj xeeb txog kev lag luam nyiaj txiag hauv Asmeskas thiab Europe xyoo no tau tawm tsam los ntawm kev rov zoo siab dua ntawm Tuam Tshoj. Lub ntiaj teb kev lag luam thib ob loj tshaj plaws tau ua rau muaj kev hloov pauv sai sai ntawm Covid kev txwv nruj thaum lub Kaum Ob Hlis Ntuj thaum ntxov thiab nrawm nrawm nrog lwm cov kev hloov pauv hauv kev lag luam.

Tuam Tshoj kev lag luam tam sim no tau kwv yees tias yuav nthuav dav li 4.8% xyoo no, raws li cov ntaub ntawv sau los ntawm Bloomberg. Tseem, deflationary siab phem zuj zus nyob rau hauv lub quarter thib plaub, nrog rau kev loj hlob ntawm tus nqi yuav tsum subdued txawm thaum kev lag luam rebounds tom qab xyoo no, raws li Tuam Tshoj Beige Book International.

Nitin Chanduka, tus kws tshaj lij ntawm Bloomberg Intelligence tau hais tias "Kev cia siab rau Tuam Tshoj tab tom txhim kho, tab sis cov ntaub ntawv kev lag luam yuav tsis qiv nyiaj siv tau kom txog rau thaum lub teb chaws tus kab mob Covid tshwm sim tau ua tiav," said Nitin Chanduka, tus kws tshaj lij ntawm Bloomberg Intelligence.

Cov kev sib npaug hauv cov teb chaws tsim tau nkag mus rau hauv lub khw muag nyuj thaum muaj kev sib sau ua ke los ntawm kev cia siab rau Tuam Tshoj txoj kev rov qhib dua thiab cov nyiaj tsis muaj zog. MSCI Emerging Markets Index nce 2.5% rau hnub Monday, noj nws cov txiaj ntsig los ntawm lub Kaum Hli 24 qis mus rau ntau dua 20%.

Cov xwm txheej tseem ceeb lub lim tiam no:

  • Teb Chaws Asmeskas cov khoom lag luam wholesale, Tuesday

  • Fed Chair Jerome Powell ntawm cov neeg hais lus ntawm Riksbank symposium hauv Stockholm, Tuesday

  • World Bank xav tias yuav tshaj tawm cov ntawv tshaj tawm kev lag luam thoob ntiaj teb, hnub Tuesday

  • ECB Pawg Thawj Coj hais lus ntawm Euromoney lub rooj sib tham hauv Vienna, hnub Wednesday

  • US CPI, thawj zaug thov nyiaj poob haujlwm, hnub Thursday

  • St Louis Fed Thawj Tswj Hwm James Bullard ntawm Wisconsin Bankers Association virtual event, Thursday

  • Richmond Fed Thawj Tswj Hwm Thomas Barkin hais lus ntawm VBA/VA Chamber, Thursday

  • Tuam Tshoj kev lag luam, Friday

  • US University of Michigan cov neeg siv kev xav, hnub Friday

  • Citigroup, JPMorgan Chase, Wells Fargo tshaj tawm cov nyiaj tau los, hnub Friday

Lub lim tiam no MLIVE Pulse Survey:

Qee qhov kev txav tseem ceeb hauv kev lag luam thaum 12:37 teev tsaus ntuj Tokyo lub sijhawm:

stocks

  • S&P/ASX 200 poob 0.3%

  • Hang Seng poob 0.6%

  • Nyiv Topix nce 0.5%

  • Shanghai Composite poob 0.2%

  • S&P 500 yav tom ntej poob 0.3%; S&P poob 0.1% Hnub Monday

Cryptocurrencies

bonds

npas

  • West Texas Intermediate crude poob 0.2% rau $ 74.45 ib chim

  • Spot kub me ntsis hloov ntawm $ 1,873.18 ib ooj

Zaj dab neeg no tau tsim nrog kev pab los ntawm Bloomberg Automation.

- Nrog kev pab los ntawm Abhishek Vishnoi.

(Ib qho dhau los ntawm zaj dab neeg no tau kho qhov kev sau ntawv ntawm Atlanta Fed nom tswv lub npe.)

Feem ntau Nyeem los ntawm Bloomberg Businessweek

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Tau qhov twg los: https://finance.yahoo.com/news/asia-stocks-set-tepid-opening-230147384.html