Ceev faj ntawm ' dais ntxiab' thim rov qab hauv cov khoom lag luam tom qab lub caij ntuj sov loj, cov kws tshaj lij ceeb toom

Nws zoo li " dais ntxiab" yuav nyob rau hauv lub caij ntuj sov no loj bounce rau lub lag luam Tshuag, ib qho uas yuav ua rau mob poob rau cov tub ua lag luam, Glenmede cov tswv yim ceeb toom nyob rau hauv tsab ntawv ceeb toom hnub Monday.

Cov tub lag luam twb tshwm sim lawm kom rov xav txog qee yam ntawm lub caij ntuj sov no lub zog rov qab los, suav nrog kev rov xav dua kev cia siab tias Tsoom Fwv Teb Chaws Reserve yuav tsis nce cov paj laum raws li kev xav tau yav dhau los.

S&P 500 qhov ntsuas
SPX,
-2.14%

tau ntaus tsis kam tom qab tau txais ze li ntawm 17% los ntawm nws qhov nruab nrab Lub Rau Hli qis, thiab kev tsom mus rau tsis ntev los no tau tig mus rau seb qhov kev nce qib ntawm cov khoom lag luam tsis ntev los no tuaj yeem cuam tshuam sai sai, lees paub tus dais-kev lag luam bounce.

Qhov ntawd yuav zoo li qhov tsis txaus ntseeg, tab sis Glenmede cov peev txheej pab pawg tau pom plaub qhov xwm txheej ntawm ntau lub lag luam bounces (saib daim ntawv qhia) hauv Asmeskas cov khoom lag luam kwv yees li 50 xyoo dhau los, thaum tshuaj xyuas lub sijhawm tom qab S&P 500 pib poob tsawg kawg 20% ​​los ntawm nws. ua ntej ncov.

Bouncing bears tsis yog qhov tsawg


Glenmede Investment Strategy, FactSet

Ntawm qhov kawg rau lub lag luam dais, plaub tau tsim cov kev sib tw luv luv uas muaj qhov nruab nrab ntawm 6.5 upswings. S&P 500 tau lees paub nws qhov kev txav mus los mus rau hauv lub lag luam dais nyob rau lub Xya hli ntuj 13.

"Lub 17% kev sib tw tawm ntawm Lub Rau Hli 16th qis zoo li zoo ib yam nrog keeb kwm kev lag luam kev sib tw, ntawm qhov nruab nrab rov qab los dua 17.8% ua ntej thim rov qab thiab ntaus cov lag luam tshiab qis," Glenmede pab neeg tau sau, hauv tsab ntawv ceeb toom hnub Monday.

"Txawm hais tias kev lag luam kev lag luam tseem tsis tau lees paub, txoj hauv kev ua ntej yuav vam khom rau qhov sib txawv ntawm kev nce nqi thiab cov txiaj ntsig tau txais txiaj ntsig."

Cov khoom lag luam tau qis dua los ncaws tawm lub lim tiam, nrog rau S&P 500 poob txog 2% ntawm kev kuaj zaum kawg tom qab nws kaw hnub Friday 15.3% qis dua nws 12-lub hlis kaw qis ntawm 3,666.77 teem rau Lub Rau Hli 16, raws li Dow Jones Market Data.

Dow Jones Muaj Nruab Nrab
DJIA,
-1.91%

tau tawm 1.98% Hnub Monday, poob ntau dua 600 cov ntsiab lus, thaum 10-xyoo Treasury yield
TUBMUSD 10Y,
3.026%

tau rov qab siab dua 3%. Cov nqi qiv nyiaj siab dua tuaj yeem ua rau kev lag luam qeeb qeeb los ntawm kev qiv nyiaj rau Asmeskas cov tuam txhab thiab cov tib neeg kim dua.

Economists cia siab tias Tsoom Fwv Teb Chaws Reserve Thawj Tswj Hwm Jerome Powell yuav nyuaj rau lub lim tiam no ntawm nws Jackson Hole hais lus tias ib tug 2% inflation phiaj tseem tshuav lub hom phiaj tseem ceeb, txawm tias sim ua kom tiav nws txhais tau tias ua rau muaj kev lag luam poob qis. Tus nqi ntawm kev nce nqi hauv 12 lub hlis xaus rau hauv Lub Xya Hli rov qab mus rau 8.5% los ntawm 41-xyoo siab ntawm 9.1% nyob rau lub Rau Hli.

Tab sis Tsoom Fwv Teb Chaws cov tub ceev xwm tau ceeb toom thaum Lub Xya Hli tias US Central Bank tuaj yeem ua tau txav mus rau hauv "kev txwv" stance ntawm txoj cai, txaus kom qeeb kev loj hlob ntawm kev lag luam, thaum nws ua haujlwm kom txias nyiaj txiag los ntawm nws cov qib siab tshaj plaws hauv kaum xyoo.

Nyeem: Nov yog 5 qhov laj thawj uas tus nyuj khiav hauv cov khoom lag luam yuav yog yuav rov qab mus rau hauv lub lag luam dais

Nyob rau sab bullish, txawm li cas los xij, tau muaj kev cia siab tias cov neeg siv khoom tus nqi yuav tau nce siab thaum lub caij ntuj sov no thiab cov nyiaj tau los ntawm cov neeg siv khoom thiab cov neeg siv khoom siv tau tseem muaj zog, pab pawg Glenmede tau hais.

Txawm li cas los xij, "kev lag luam txuas ntxiv rau tus nqi hauv qhov kev pom zoo ntawm cov txiaj ntsig zoo li cov nyiaj tau los txuas ntxiv mus rau peb xyoos tom ntej."

Tau qhov twg los: https://www.marketwatch.com/story/beware-of-a-bear-trap-retreat-in-stocks-after-the-big-summer-rally-strategists-warn-11661190988?siteid=yhoof2&yptr= yahoo