(Bloomberg) - Xyoo no qhov kev lag luam loj tshaj plaws ntawm kev txhawb nqa cov khoom lag luam tau los ntawm kev txhawj xeeb txog kev lag luam kev lag luam yuav txwv kev thov rau cov khoom siv raw.
Feem ntau Nyeem los ntawm Bloomberg
Qhov ntawd yog qhov kev xav ntawm Mandy Xu, tus thawj coj ntawm kev ncaj ncees derivatives lub tswv yim ntawm Credit Suisse Group AG, uas tau hais tias derivatives-kev ua lag luam bets rau crude qhia kev loj hlob speculation tias kev lag luam kev lag luam tsis zoo yuav ua rau muaj kev sib tw ntau dua.
"Txawm tias cov khoom lag luam txwv tsis pub tshaj plaws xws li roj, qhov peb tau pib pom hauv kev lag luam derivatives yog cov tib neeg pib nqis nqi hauv kev pheej hmoo qis dua," Xu tau hais hauv Bloomberg TV kev sib tham.
Xu tau hais txog qhov kev ntsuas los ntawm cov kev xaiv lag luam hu ua qhov muab skew, tus nqi them tus neeg yuav khoom yuav tsum tau them los tiv thaiv tus nqi poob qis piv rau qhov nce. Nws hais tias kev nce toj skew qhia txog kev txhawj xeeb ntxiv txog kev pheej hmoo poob qis rau kev loj hlob thoob ntiaj teb.
Txhua yam los ntawm kev lag luam hlau mus rau cov roj crude tau poob rau lub hlis no, thawb lub ntsuas ntawm cov khoom lag luam mus rau qib qis tshaj txij li lub Peb Hlis. Ntshai tias nruj US txoj cai tswj hwm nyiaj txiag yuav ua rau muaj kev lag luam poob qis yog ua rau kev lag luam thoob ntiaj teb, cuam tshuam txog kev sib tw ntawm cov khoom siv raw.
Xu hais tias "Lub xyoo dhau los tsuas yog lub zog, thiab qhov ntawd yog qhov peb tau hais txog ob peb lub lis piam tam sim no hais txog qhov mob tshwm sim tom ntej rau cov tub ua lag luam," Xu hais. "Qhov kev pheej hmoo ntawm kev lag luam poob qis txhais tau hais tias kev nce qib ntxiv hauv kev lag luam yuav raug txwv."
Kev lag luam hluav taws xob hauv S&P 500 tau nce 32% xyoo no, tsuas yog pawg sub ntawm qhov ntsuas tseem nyob hauv ntsuab.
Cov nqi roj tsis zoo li yuav poob qis vim tias Tuam Tshoj txoj kev xav tau roj tau rov qab los thiab kev ua lag luam tau tawm tsam kom muaj peev xwm nce ntxiv, raws li Russell Hardy, tus thawj coj ntawm Vitol Group, tus neeg lag luam roj ywj pheej. "Kev ua lag luam muaj kev txhawj xeeb me ntsis tias peb tsis muaj peev xwm txaus thiab tab tom pib ua rau tus nqi," nws hais hauv lub rooj sab laj rau hnub Tuesday.
'Kev thov tsis muaj zog'
Lwm tus yog bearish ntau dua.
Vivek Dhar, tus kws tshuaj ntsuam xyuas khoom lag luam ntawm Commonwealth Bank of Australia hais tias "Qhov kev poob qis ntawm cov khoom lag luam mining thiab cov khoom siv hluav taws xob feem ntau yog qhov ncaj ncees vim qhov kev xav tau tsis muaj zog,"
Qhov kev xav txog kev nce nqi "yuav muaj feem cuam tshuam rau Tuam Tshoj txo nws txoj cai Covid-zero," nws tau sau rau hauv tsab ntawv ceeb toom rau hnub Thursday, hais txog Beijing qhov kev nyiam rau kev txav mus los txhawm rau txhawm rau txhawm rau kis tus kabmob.
Txoj hauv kev ua ntej rau tus nqi raw khoom yog qhov tseem ceeb rau kev lag luam thoob ntiaj teb. Kev poob qis tuaj yeem pab txo qis kev cia siab nyiaj txiag thiab tso cai rau cov tsev txhab nyiaj hauv nruab nrab kom qeeb cov paj laum nce siab, muaj peev xwm txhawb nqa cov khoom lag luam thiab cov ntawv cog lus.
Chris Weston, tus thawj coj ntawm kev tshawb fawb ntawm Pepperstone Group, tau sau ntawv hauv ib tsab ntawv tias "Cov khoom lag luam poob yuav tsum tau txais tos, vim nws ua rau muaj kev cuam tshuam loj heev. "Qhov kev tawm dag zog no ua rau muaj kev cuam tshuam ntau dua rau cov khoom lag luam yog tias nws tau tsav los ntawm kev nkag siab ntawm kev nce siab, tsis xav tau kev txhawj xeeb, uas zoo li tam sim no."
(Hloov tshiab ntxiv cov lus pom los ntawm cov tub luam hauv nqe 8)
Feem ntau Nyeem los ntawm Bloomberg Businessweek
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Tau qhov twg los: https://finance.yahoo.com/news/energy-now-viewed-next-fault-041709418.html