Ib lub tuam txhab loj Wall Street yog nyob ntawm kev kho saib.
Txawm hais tias qhov kev lag luam tawm tshiab kawg, Morgan Stanley's Mike Wilson tab tom tuav rau ib qho S&P 500 poob ntawm tsawg kawg yog 13% ntawm tam sim no thiab lub Cuaj Hli.
Wilson tau hais txog cov lus qhia tseem ceeb ntawm CNBC's "Nyiaj ceev nyiaj” hnub Monday.
"Nws muaj tag nrho cov ntsiab lus ntawm qhov kuv yuav hu ua kev lag luam dais," hais tias lub tuam txhab tus thawj coj ntawm US Equity Strategist thiab tus thawj coj ua lag luam. "Txhua yam tau muag dhau lawm."
Nws kuj hu ua tech-heavy Nasdaq, uas rallied yuav luag 2% rau hnub Monday. Nws tau nce ntau dua 13% hauv peb lub lis piam dhau los.
"Lub Nasdaq tau khiav tawm tsam dua ntawm no…. pov rov qab mus rau 200-hnub txav nruab nrab, ”Wilson ntxiv. "Nws yog lub sijhawm zoo los tiv thaiv vim tias, saib, peb lub voj voog lig."
Nws tau txhawj xeeb txog kev nce nyiaj nce ntxiv thiab Tsoom Fwv Teb Chaws Reserve txoj cai nruj nruj ua rau muaj kev pheej hmoo nyiaj txiag. Nws tuaj yeem tsim ib puag ncig, raws li Wilson, qhov twg cov khoom lag luam ua haujlwm phem dua bonds.
"Peb tsis xav tias muaj kev poob nyiaj txiag xyoo no. Tab sis tej zaum xyoo tom ntej tuaj yeem muaj ib qho, "Wilson hais. "Yog li, kev lag luam yuav ua lag luam tiv thaiv."
Wilson, lub lag luam tus dais loj tshaj plaws, ntseeg tias S&P 500 yuav kawg rau lub xyoo ntawm 4,400 - kwv yees li 9% poob los ntawm qhov ntsuas txhua lub sijhawm siab rau lub Ib Hlis 4.
'Peb tab tom ua ob npaug ntawm kev tiv thaiv'
Wilson phau ntawv ua lag luam suav nrog hlauv taws xob, cov neeg siv khoom siv staples thiab kev pab kho mob kom outperform.
Ntawm "Fast Money" lub caij ntuj no dhau los, nws kuj tau hais txog qhov zoo ntawm cov khoom xaiv nrog kev tiv thaiv zoo thiab tawg hauv qab 4,000.
"Kuv xav tau ib yam dab tsi qis dua 4,000 kom tau txais txiaj ntsig zoo," Wilson hais rau Lub Ib Hlis 24. "Kuv xav tias yuav tshwm sim."
Tam sim no, nws tau qhib rau toning down nws bearishness yog tias Fed tsis nce tus nqi nrawm lossis nyuaj.
Wilson tau sau tseg tias "Qhov ntawd yog tej zaum tawm ntawm lub rooj muab qhov kev nce nqi uas muaj nyob ntawd," Wilson sau tseg. "Tab sis qhov ntawd yuav yog ib qho elixir tiag tiag uas yuav tso cai rau kev lag luam tej zaum yuav mus ntxiv me ntsis."
Nws kuj tau sau cov nyiaj tau los zoo dua li qhov kev xav tau raws li qhov muaj peev xwm ua tau zoo dua qub. Thawj lub caij khwv nyiaj tau los pib ib lub lis piam txij hnub Wednesday.
"Yog tias peb yuav ua yuam kev, nws yuav ua rau cov nyiaj tau los. Nws yuav tsis yog vim nyiaj txiag kev lag luam rov qab los, "Wilson hais. "Nws yuav yog vim cov nyiaj tau los tsis poob siab raws li peb tau cia siab thaum peb mus dhau lub xyoo."
Tau qhov twg los: https://www.cnbc.com/2022/04/04/bear-market-rally-setting-stage-for-correction-morgan-stanley-warns.html