Thaum Phab ntsa Street braces rau a ib nrab point paj paj hike Hnub Wednesday, Canaccord Genuity's Tony Dwyer pom cov khoom xyaw rau kev ua lag luam ntse.
Txawm li cas los xij, nws tsis cuam tshuam nrog kev hloov pauv hauv kev lag luam thiab kev pheej hmoo ntawm kev lag luam. Yog li, cov tub ua lag luam yuav xav tawm tsam mus tag nrho.
"Peb yuav tau txais ib qho kev muag khoom oversold. Kev nkag siab thiab kuv cov kev qhia txog kev tawm tsam yog qhov phem npaum li lawv tau txais, "tus kws tshaj lij kev lag luam tus thawj coj tau hais rau CNBC's "Nyiaj ceev nyiaj” nyob rau hnub Tuesday.
Raws li Dwyer, qhov kev tawm tsam yuav tsum ua tiav lub caij ntuj sov no. Nws cia siab tias S&P 500 dhia tsawg kawg yog 5%. Tam sim no, qhov ntsuas yog 13% hauv qab no nws txhua lub sijhawm muaj kev kub ntxhov thaum Lub Ib Hlis 4.
'Dab tsi ua qhov phem tshaj tuaj yeem thaws'
Hauv kev npaj rau kev txhawb nqa lub caij ntuj sov, Dwyer ntseeg tias cov tub ua lag luam tuaj yeem pib nibbling ntawm lub xyoo laggards. Nws speculates technology, nyiaj txiag thiab cov neeg siv khoom raws li muaj cai yog positioned mus lob tus loj tshaj upside.
Nws tau sau tseg tias "Dab tsi ua qhov phem tshaj plaws tuaj yeem thim rov qab," nws sau tseg.
Tab sis Dwyer ceeb toom qhov kev nce qib yuav yog ib ntus.
Txawm hais tias nws tsis nyob hauv qhov kev lag luam poob nyiaj tam sim no, nws kwv yees tias Federal Reserve nruj nruj ua ke nrog kev lag luam poob qis rau lub caij nplooj zeeg no yuav ua rau muaj kev lag luam tshiab.
Ntawm "Fast Money" thaum lub Peb Hlis lig, Dwyer ceeb toom cov tub ua lag luam "Fed nyob hauv ib lub thawv." Nws tseem hu ua qhov teeb meem, tshwj xeeb tshaj yog thaum cov nyiaj muaj nqis dwindles thiab nce nqi ntxiv.
Dwyer tau hais tias "Yuav ua li cas peb mus rau qhov kawg ntawm lub xyoo yog nyob ntawm seb Fed ua dab tsi," Dwyer tau hais.
Tau qhov twg los: https://www.cnbc.com/2022/05/03/despite-interest-rate-hikes-tony-dwyer-predicts-sharp-market-bounce-.html