Cathie Wood thov kev lag luam Twb tau nyob rau hauv kev poob nyiaj txiag - ceeb toom kev nce nqi thiab cov khoom lag luam tsim 'qhov teeb meem loj'

Tojsiab

Cov neeg xaiv khoom lag luam siab Cathie Wood tau lees paub tias yog qhov tsis ncaj ncees txog lub sijhawm ntawm kev nce nqi siab uas tau ua rau nws cov peev nyiaj poob qis xyoo no thaum ua ob npaug rau nws txoj kev ntseeg tias kev lag luam tau poob rau hauv kev lag luam - tiv thaiv feem coob ntawm cov kws tshaj lij ceeb toom txog kev lag luam poob qis. tsis zoo li xyoo no txawm tias muaj qhov sib txawv ntawm ib xyoo tom ntej.

Cov Lus Tseem Ceeb

Wood, tus tsim thiab CEO ntawm New York City's Ark Invest, tau hais rau CNBC's "Peb xav tias peb tab tom muaj kev poob qis," Squawk Box Hnub Tuesday, ceeb toom tias cov khoom muag ntau dhau ua rau tus nqi thiab ua mus rau qhov tsis txaus siab ntawm cov nyiaj tau los ntau dua rau cov tuam txhab xws li Walmart thiab Target yog "qhov teeb meem loj" ntsib kev lag luam.

Ntoo thawj zaug tshaj tawm tias Asmeskas tau poob rau hauv kev lag luam poob rau lub lim tiam dhau los, ceeb toom rau Twitter tias cov khoom lag luam loj heev (feem ntau pom tias yog qhov taw qhia kev xav tau) muaj peev xwm ua kom tsis muaj zog thiab ua rau kev loj hlob rau lub xyoo tas los, raws li kev xav ntawm cov neeg siv khoom. ntog sau cov qib qis.

Hnub Tuesday, Wood kuj tau lees paub tias yog qhov tsis ncaj ncees txog kev nce nqi "ua tau raws li nws tau ua," lees paub tias nws yog "qhov teeb meem loj" dua li nws. ntseeg nws yuav yog xyoo tas los, muab khoom xyuas exacerbated los ntawm Russia tus ntxeem tau ntawm Ukraine.

Tus thawj tswj nyiaj txiag cov lus tuaj ib lub lim tiam tom qab Elon Musk, uas nws Tesla yog ib qho ntawm Ark qhov loj tshaj tuav, hu ua Kev lag luam nyiaj txiag hauv Teb Chaws Asmeskas "yuav tsum tau zam" thiab hais tias qhov kev poob qis yuav "feem ntau dua li tsis" tshwm sim nyob rau lub sijhawm ze, txawm tias nws tsis muaj sijhawm tshwj xeeb.

Tebchaws Asmeskas kev lag luam poob nthav poob qis 1.5% lub quarter dhau los raws li omicron variant ntawm Covid-19 swept thoob plaws lub tebchaws, tab sis cov kws tshawb fawb tau dav hu rau kev rov qab los rau kev loj hlob ntawm lub quarter no, yog li zam ob peb lub hlis twg ntawm kev loj hlob tsis zoo GDP uas ua rau kev lag luam kev lag luam.

Kuj nyob Squawk Box Hnub Tuesday sawv ntxov, New York Fed Thawj Tswj Hwm John Williams tau hais tias kev lag luam poob qis tsis yog qhov xwm txheej zoo tshaj plaws, ceeb toom tias "kev lag luam muaj zog" txawm tias kev cia siab tias kev loj hlob yuav qeeb hauv peb lub hlis tom ntej vim tias Fed cov paj laum nce siab.

Tsis meej

Ark Invest cov peev nyiaj tseem ceeb tau tshaj tawm qhov kev poob qis rau xyoo no raws li kev tuav pov hwm zoo xws li Tesla, kev sib pauv cryptocurrency Coinbase thiab lub tuam txhab kev noj qab haus huv virtual Teladoc vau thaum muaj kev lag luam dav dav. Tom qab skyrocketing 150% nyob rau hauv 2020, cov nyiaj tau poob ze li ntawm 70% ntawm tag nrho cov sij hawm siab nyob rau hauv Lub ib hlis ntuj 2021 thiab ntau tshaj 50% xyoo no ib leeg.

Contra

Hauv tsab ntawv tshawb fawb rau hnub Monday, cov kws tshuaj ntsuam ntawm S&P Global Ratings tau hais tias kev lag luam muaj lub zog txaus kom tsis txhob muaj kev lag luam nyiaj txiag xyoo no, tab sis ceeb toom "dab tsi nyob ib puag ncig khoov xyoo tom ntej yog qhov kev txhawj xeeb loj dua." Cov kws tshawb fawb tau muab qhov txawv ntawm qhov kev lag luam poob qis hauv 2023 ntawm 40% - ntau dua li 35% Morgan Stanley muab tawm lub lim tiam dhau los. Txawm li cas los xij, qee qhov tau pom zoo dua: Hauv daim ntawv tsis ntev los no, LPL Cov kws tshuaj ntsuam nyiaj txiag tau hais tias qhov xwm txheej ntawm kev lag luam poob qis dua yuav ze li 33%, yog tias tsis qis dua, vim tias cov tuam txhab cov nyiaj tau los noj qab haus huv thiab kev nce nqi yuav yooj yim dua, txawm tias cov nyiaj tau los ntawm cov tuam txhab tau txais txiaj ntsig zoo. "txoj kev mus rau qhov ntawd tsis zoo rau kev lag luam."

Tus Keeb Kwm Tseem Ceeb

Fed qhov kev tshem tawm ntawm kev ntsuas kev sib kis thoob ntiaj teb tau tso cov khoom lag luam thiab ua rau muaj kev ntshai loj hlob ntawm kev lag luam nyiaj txiag. Cov khoom lag luam tseem ceeb plunged mus rau hauv dais lag luam thaj chaw ua ntej lub hlis no ua ntej ntawm Fed tus paj laum loj tshaj plaws nyob rau hauv 28 xyoo, thiab qhov kev xav tsis txaus ntseeg tau ua rau muaj kev cuam tshuam ntawm kev poob haujlwm ntawm cov tsis ntev los no booming. technology thiab qub txeeg qub tes tuam txhab. "Peb tsis ntseeg tias Fed tuaj yeem txwv cov teeb meem uas ua rau muaj kev nce nqi ntawm cov khoom lag luam yam tsis muaj kev cuam tshuam kev lag luam, tab sis lub sijhawm no, nws zoo li lawv tau tawm ntawm qhov tseeb tias nws yuav tsum tau ua," Brett Ewing hais. , tus kws tshaj lij kev lag luam ntawm Thawj Franklin Kev Pabcuam Nyiaj Txiag.

ntxiv nyeem ntawv

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