Kev hloov kho cov nyiaj tau los hauv Asmeskas tau "ua rau poob sai sai," hem tias yuav ua rau cov khoom lag luam poob qis kom deb li deb xyoo no, raws li tsab ntawv ceeb toom los ntawm Morgan Stanley txoj kev tswj hwm kev lag luam.
Lisa Shalett, tus thawj coj peev ntawm Morgan Stanley Wealth Management tau hais tias "Kev hloov kho nyiaj tsis zoo thiab kev lag luam tsis zoo tuaj yeem ua rau lwm qhov 5% mus rau 10% poob rau hauv S&P 500," said Lisa Shalett, tus thawj coj peev ntawm Morgan Stanley Wealth Management, hauv tsab ntawv hnub Monday. "Nrog rau ob lub xyoos dhau los ib lub sijhawm tseem ceeb ntawm 'kev khwv nyiaj txiag,' rov qab mus rau qhov txhais tau tias tam sim no ua rau US cov nyiaj tau los kho dua qis dua qhov phem tshaj plaws ntawm txhua cheeb tsam."
MORGAN STANLEY WEALTH MANAGEMENT CEEB TOOM RAU LUB 23 HLIS 2022, XNUMX
Tebchaws Asmeskas kev lag luam tau poob rau xyoo no thaum muaj kev nce nqi siab uas Tsoom Fwv Teb Chaws Reserve tab tom sim kho los ntawm kev nce cov paj paj. S&P 500 Index
SPX,
uas nqaim averted lub lag luam dais lub lim tiam dhau los, yog nqis 16.6% hauv 2022 txog hnub Monday.
Tawm tsam keeb kwm yav dhau los ntawm kev nce nqi thiab dhia hauv kev nce nqi, "cov nyiaj tau los zoo tau yog qhov tseem ceeb hauv kev txo qis kev lag luam poob," Shalett hais. "Tab sis raws li cov khoom lag luam rov tsim kho kom tiav thiab cov neeg siv khoom hloov pauv lawv cov kev yuav khoom mus rau cov kev pabcuam thiab deb ntawm cov khoom, cov kev cia siab ntawm cov nyiaj tau los muaj lawv hnub ntawm kev suav."
Hauv Shalett txoj kev xav, "2022 yog qhov zoo rau ib xyoos ntawm kev them rov qab," tom qab "qhov txawv txav" tshwm sim hauv 2020 thiab 2021 tau txais txiaj ntsig los ntawm tsoomfwv cov ntaub ntawv txhawb nqa thaum lub sijhawm COVID-19 kis thoob qhov txhia chaw. Tam sim no Fed tau nruj txoj cai tswj hwm nyiaj txiag kom txias kev lag luam vim nws lub hom phiaj los txhawb kev nce nqi ntawm kev nyob.
Lub khw lag luam "repricing tau tsav los ntawm kev rov pib dua hauv kev cia siab nyiaj txiag thiab Fed txoj kev npaj rau cov paj laum thiab txo daim ntawv tshuav nyiaj," nws sau. "Lub sijhawm tom ntej no yog kev rov ua dua ntawm cov nyiaj tau los thiab kev kwv yees nyiaj txiag los ntawm qib tsis muaj txiaj ntsig ntawm V-zoo li 2020-21 rov qab los."
Qhov "rerating" tau pib, Shalett hais. Nws tau taw qhia txog cov nyiaj tau los tsis txaus rau lub lim tiam dhau los hauv khw muag khoom thiab thev naus laus zis "vim cov khoom muag ntau dhau, tus nqi siab thiab tus nqi cuam tshuam txog kev xav tau kev puas tsuaj."
Cov khoom lag luam tseem ceeb hauv Asmeskas xaus sharply siab dua Hnub Monday, nrog kev sib koom hauv kev lag luam nyiaj txiag
SP500.40,
tsav tsheb nce rau S&P 500 index. Lub S&P 500 kaw 1.9% Hnub Monday, Dow Jones Industrial Nruab Nrab
DJIA,
nce 2% thiab Nasdaq Composite
COMP,
nce 1.6%, raws li cov ntaub ntawv FactSet.
Tau qhov twg los: https://www.marketwatch.com/story/deteriorating-quickly-us-earnings-revisions-could-knock-stocks-down-another-5-to-10-warns-morgan-stanley-11653325575?siteid= yhoof2&yptr=yahoo