Tojsiab
Raws li cov xwm txheej nce hauv Shanghai hem ntxiv kev kaw hauv cheeb tsam, cov kws tshaj lij tau ceeb toom Tuam Tshoj txoj kev sib kis thoob ntiaj teb kev ntsuas lub caij nplooj ntoo hlav no tuaj yeem yog lub taub hau tshiab rau Asmeskas kev lag luam - ua rau muaj kev nce nqi sai uas Tsoom Fwv Teb Chaws Reserve tau sim tawm tsam los ntawm kev txo nws cov kev ntsuas nyiaj txiag.
Tus tub ceev xwm tsheb khiav yog nyob rau hauv lub luag haujlwm tom qab Shanghai tau kaw lub nroog thoob plaws lub nroog kom tsis txhob kis tus kabmob … [+]
VCG ntawm Getty Images
Cov Lus Tseem Ceeb
Qhov cuam tshuam ntawm Tuam Tshoj txoj cai nyob hauv tsev rau Asmeskas kev lag luam yuav tsum "ua kom pom tseeb" hauv tsoomfwv cov ntaub ntawv tshaj tawm lub hli tom ntej, Bank of America's Aditya Bhave tau hais rau hnub Friday sawv ntxov rau cov neeg siv khoom, ceeb toom US feem ntau yuav hnov qhov cuam tshuam los ntawm kev muab khoom. -chain cuam tshuam thiab ua rau muaj kev nce nqi ntxiv.
Txawm hais tias nws tsis ntseeg tias qhov kev kaw cia yuav ua rau muaj qhov nce siab tshiab hauv kev nce nqi txhua xyoo, Bhave cia siab tias yuav muaj "kev tawg luv ntawm kev nce siab" ntawm tus nqi ntawm cov khoom lag luam uas tuaj yeem ua rau tus nqi qis ntawm tus nqi tag nrho.
"Lub Tuam Tshoj kev kaw haujlwm tseem muaj lwm qhov mob taub hau rau Fed hauv nws txoj kev tawm tsam kev nce nqi," tus kws tshawb fawb hais txog qhov muaj feem cuam tshuam, ceeb toom txog "kev cuam tshuam" ntawm kev nce nqi yuav tsum meej meej thaum lub Cuaj Hli, thaum Fed tau txiav txim siab seb nws puas yuav. nce cov paj laum los ntawm lwm 50 lub hauv paus ntsiab lus los yog ua nruj me ntsis.
Nyob rau hauv ib tsab ntawv cais rau hnub Friday, Bank of America tus kws tshuaj ntsuam Ethan Harris tau hais tias nws "tau txais kev xav tsis zoo" txog kev lag luam raws li qhov kev ntsuas ntawm qhov ntsuas tau txuas ntxiv mus qhia txog kev nce nqi ntxiv, tso qhov txawv ntawm kev lag luam nyiaj txiag pib xyoo tom ntej ntawm 33% - kwv yees. Qhov sib txawv ntawm 35% Goldman kwv yees lub lim tiam dhau los.
Cov lus ceeb toom zaum kawg tuaj raws li Shanghai, uas ntaus cov ntaub ntawv Cov xwm txheej hauv omicron variant tawm tsam lub caij nplooj ntoo hlav no, hnub Friday tso tseg nws thawj tus neeg mob tshiab Covid-26 sab nraum cov chaw cais tawm hauv tsib hnub - ua rau cov neeg ua haujlwm kaw tag nrho cov khw muag khoom loj thiab cov khw muag khoom nyob rau hauv qee lub nroog raws li lub nroog ntawm XNUMX lab tus neeg nyob ze ze rau yim lub lim tiam ntawm kev kaw hauv nroog.
Cov kev kaw haujlwm tau ua rau lub Hoobkas kaw uas yog "kev puas tsuaj loj" rau qee lub tuam txhab thev naus laus zis, sau tseg Wedbush tus kws tshuaj ntsuam Dan Ives, uas taw qhia Tesla, uas ua haujlwm nws lub npe hu ua. gigafactory nyob rau hauv cheeb tsam, thiab Apple yog ib qho nyuaj tshaj plaws.
Tus Keeb Kwm Tseem Ceeb
Txawm hais tias Tuam Tshoj feem ntau zam dhau qhov nthwv dej loj ntawm Covid kis txij li thaum nws pib tshwm sim thaum xyoo 2019, qhov sib txawv ntawm omicron tau nrawm nrawm los ntawm qee thaj tsam lub caij nplooj ntoo hlav no-spurring cov ntaub ntawv suav thiab ze li ob lub hlis ntawm kev kaw. Ntawm qhov siab ntawm nthwv dej thaum lub Plaub Hlis lig, qee tus kws tshaj lij hauv cheeb tsam kwv yees Tsuas yog ib feem peb ntawm cov neeg ua haujlwm tsim khoom tuaj yeem mus ua haujlwm hauv Shanghai nyuaj. Kev muag khoom hauv cheeb tsam poob lawm ze li ntawm 50% lub hli tas los, thaum cov khoom lag luam tau poob qis 61.5% - cim nws qhov poob qis tshaj plaws txij li xyoo 2011.
Kev Nkag Siab Hais
"Shanghai rov qhib dua yog ib qho kev txhim kho tseem ceeb tshaj plaws rau kev lag luam thoob ntiaj teb," tus kws tshuaj ntsuam Adam Crisafulli ntawm Vital Knowledge Media tau hais nyob rau hnub Friday sawv ntxov. "Yog tias lub nroog no tuaj yeem rov qhib thiab rov qhib dua, nws yuav yog qhov cua daj cua dub loj rau txhua yam."
KHAWV KOOB
Kev nce nqi nce ntxiv thiab qhov ua rau muaj kev hem thawj ntawm kev nce paj paj tau ua rau muaj kev lag luam nyob rau lub asthiv tsis ntev los no thiab ua rau muaj kev ntshai ntawm qhov muaj peev xwm poob qis. Lub tech-hnyav Nasdaq tau poob ze li ntawm 29% xyoo no, thaum S&P 500, poob 20%, poob rau hauv khw muag khoom nyob rau hnub Friday. Raws li kev lag luam tawm tsam los cuam tshuam nrog "kev mob siab rau kev nce nqi," uas tau "yuav yuam Fed mus rau qhov kev ceeb toom siab," Moody's economist Mark Zandi tso qhov txawv ntawm kev lag luam poob ze li 50% hauv 24 lub hlis tom ntej.
ntxiv nyeem ntawv
Tau qhov twg los: https://www.forbes.com/sites/jonathanponciano/2022/05/20/china-covid-lockdowns-threaten-to-fuel-us-inflation-as-economic-pessimism-grows/