"'Thaum tib neeg paub tias Fed tsis tas yuav khaws tus nqi nce thiab yuav sai sai txo qis ... qhov ntawd yuav yog lub teeb liab yuav rau kev lag luam.'"
Pershing Square Capital Management tus tsim billionaire Bill Ackman tau qhia qee cov lus tawm tswv yim txog kev lag luam thiab Asmeskas kev lag luam thaum sib tham luv luv ntawm CNBC's "Squawk Box" Tuesday sawv ntxov.
Tom qab slamming lub Fed rau qhov tsis ua phem txaus rov qab rau lub Tsib Hlis, Ackman zoo siab pom Fed Thawj Tswj Hwm Jerome Powell ob npaug ntawm txoj kev npaj ua kom cov paj laum siab dua ntev dua.
"Kuv xav tias lawv tau hais tias lawv yuav ua qhov lawv yuav tsum ua uas yog nce tus nqi thiab cia lawv nyob ntawd rau lub sijhawm txuas ntxiv," Ackman tau hais rau hnub Tuesday. "Peb qhov kev ntshai loj tshaj plaws yog kev nce nqi, thiab yog vim li cas peb xav kom Fed nce tus nqi paj."
Nug qhov twg nws pom kev nce nqi 12 lub hlis txij li tam sim no, Ackman teb tias nws cia siab tias tus nqi siab yuav nqis los "ntau," poob rau 4%, yog tias tsis yog 3.5%, los ntawm qhov siab tshaj ntawm 9.1% thaum Lub Rau Hli, uas yog qib siab tshaj plaws hauv 41 xyoo.
Nws tau hais tias "Kuv xav tias kev nce nqi yuav tawm mus," nws hais. "Kuv xav tias tib neeg yuav cia siab tias Fed yuav yooj yim dua.'
Thiab thaum cov tub ua lag luam lees paub Fed li yeej nws txoj kev sib ntaus sib tua tiv thaiv kev nce nqi, Ackman cia siab tias cov khoom lag luam yuav rov qab los. "Thaum tib neeg paub tias Fed tsis tas yuav khaws cov nqi nce thiab yuav sai sai txo qis ... qhov ntawd yuav yog lub cim kev yuav khoom rau kev lag luam."
Qhov no tsom rau qhov kev cia siab rau "muab tsaws" hauv Asmeskas qhia los ntawm Goldman Sachs Group
GS,
Jan Hatzius, uas tau sau ntau yam txog nws.
Nco tsis tau: Tebchaws Asmeskas tab tom taug kev mus rau qhov chaw mos, Goldman Sachs tus kws tshaj lij nyiaj txiag hais tias
Tebchaws Asmeskas cov khoom lag luam tau poob rau xyoo no, zoo li muaj daim ntawv cog lus, nyob rau hauv dab tsi muaj los ntawm ib co kev ntsuas yog ib tug ntawm cov phem tshaj lub xyoo rau kev lag luam nyob rau hauv kaum xyoo. Lub S&P 500
SPX,
yog 17.5% los txog rau lub xyoo no. Cov khoom lag luam tau qis qis qis tom qab qhib rau hnub Tuesday vim tias muaj teeb meem hluav taws xob hauv Tebchaws Europe thiab kev cia siab ntawm kev nce nyiaj hauv tuam txhab nyiaj hauv nruab nrab txuas ntxiv hnyav rau cov tub ua lag luam 'kev ntshaw rau cov khoom muaj nqis pheej hmoo.
Raws li Pershing Square's portfolio muaj kev txhawj xeeb, Ackman tau hais tias nws tsis tau hloov pauv ntau txij li thaum pib ntawm lub xyoo - ib yam li lub tuam txhab. txoj haujlwm luv luv hauv Netflix Inc.
NFLX,
Pershing Square qhov tseeb SEC cov ntaub ntawv rov qab qhov no. Raws li thaum kawg ntawm Lub Rau Hli, lub tuam txhab cov ntaub ntawv khaws cia muaj cov kev sib koom ua ke ntawm Lowes Inc.
QW,
Chipotle Mexican Grill
CMG,
Hilton Ntiaj Teb Holdings
HLT,
Howard Hughes Corp.
HHC,
thiab Canadian Pacific Railway
PC,
Tau qhov twg los: https://www.marketwatch.com/story/bill-ackman-says-stocks-will-soon-be-a-buy-now-that-the-fed-is-doing-what-it-has- to-do-to-fight-inflation-11662474823?siteid=yhoof2&yptr=yahoo