(Bloomberg) - Nrog rau kev lag luam Tshuag lag luam ua kom muaj kev sib tw, Credit Suisse Group AG cov kws tshaj lij muaj cov lus rau cov tub ua lag luam: muag rau hauv nws.
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Ib pab neeg uas coj los ntawm Andrew Garthwaite tau hais tias lawv tseem ceev faj txog cov peev txheej raws li kev txo qis nyiaj tiag tiag, nce kev nqis peev ntawm cov khoom lag luam thiab "tseem ceeb" txaus ntshai rau cov nyiaj tau los txhua qhov cuam tshuam txog kev poob qis ua ntej kev lag luam pom hauv qab.
Raws li lawv cov nyiaj tau los kwv yees rau xyoo tom ntej, Garthwaite pom S&P 500 Index trading ntawm 3,000 thiab 3,200 cov ntsiab lus - tsawg kawg yog 13% hauv qab no theem tam sim no. "Cov lag luam dais loj dua thiab kav ntev dua," nws sau rau hauv daim ntawv qhia zoo.
Cov lus ceeb toom yuav ua ib qho kev ceeb toom ntawm kev ua lag luam tsis yooj yim li cov khoom lag luam thoob ntiaj teb sib sau ua ke ntawm kev cia siab tias cov ntaub ntawv nyiaj txiag tsis muaj zog yuav cuam tshuam rau Tsoom Fwv Teb Chaws Reserve los ntawm kev nruj txoj cai ntawm kev nruj heev. Bond yields tau rub rov qab, thaum S&P 500 yav tom ntej cuam tshuam rau lwm qhov kev sib tham ntawm kev muaj zog ntxiv rau qhov ntsuas ntsuas hnub Tuesday.
Qee qhov kev taw qhia tseem ceeb kuj taw qhia rau lub sijhawm luv luv, ib qho yog tias 88% ntawm S&P 500 cov tswv cuab yog qis dua lawv 200-hnub mus nruab nrab. Raws li Garthwaite, kev lag luam tau tshaj tawm ib lub hlis nce los ntawm cov qib no "100% ntawm lub sijhawm."
Tab sis nrog cov nyiaj ncaj ncees tseem tsis tau pom qhov "tseem ceeb" tawm, muaj "tseem ceeb me ntsis ntawm kev poob qis," tus kws tshaj lij hais. Tsis tas li ntawd, txawm hais tias kev txo qis rau cov nyiaj tau los ntawm cov tuam txhab tau pib, cov ntaub ntawv kev lag luam cuam tshuam txog kev poob qis ntxiv, nws hais.
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Tau qhov twg los: https://finance.yahoo.com/news/credit-suisse-strategists-sell-bear-104328979.html