Cov feeb los ntawm Tsoom Fwv Teb Chaws Reserve lub rooj sib tham nyob rau hauv Lub Xya hli ntuj - nyob rau hauv uas cov neeg tsim cai lij choj tau nce tus nqi paj laum los ntawm 75 lub hauv paus ntsiab lus, qhia tias cov neeg koom nrog hauv khw muag khoom tau ceev heev rau tus nqi hauv "tsis tshua muaj hawkish" txoj cai saib xyuas, qee tus kws tshaj lij tau sib cav rau hnub Wednesday.
Fed cov neeg ua haujlwm tau pom zoo tias "kev txav mus rau qhov kev txwv tsis pub tsim nyog ntawm txoj cai yog qhov tseem ceeb rau kev zam kom tsis txhob muaj kev cuam tshuam ntawm kev cia siab nyiaj txiag," thaum qee qhov qhia tias tus nqi txoj cai yuav tsum tau mus txog qib "txheej txheem txaus" kom ntseeg tau tias kev nce nqi ruaj khov ntawm txoj kev. rov qab mus rau 2 feem pua, thiab tswj qib ntawd rau qee lub sijhawm.
Cov feeb, txawm li cas los xij, kuj tau qhia "ntau tus neeg ua haujlwm" tau hais tias lawv txhawj xeeb txog qhov pheej hmoo uas Fed tuaj yeem ua nruj rau txoj cai tswjfwm nyiaj txiag ntau dua li qhov tsim nyog.
Tebchaws Asmeskas cov khoom lag luam tau ua tiav qis dua rau hnub Wednesday tom qab txiav poob. Lub S&P 500
SPX,
-0.72%
poob 31.16 cov ntsiab lus, lossis 0.7%, kom xaus ntawm 4,274.04. Dow Jones Industrial Nruab Nrab
DJIA,
-0.50%
snapped tsib-hnub yeej streak, poob 171.69 ntsiab lus, lossis 0.5%, kom xaus ntawm 33,980.32, tom qab poob 324 cov ntsiab lus ntawm nws qhov kev sib tham qis. Lub Nasdaq Composite
COMP,
-1.25%
poob 164.43 cov ntsiab lus, lossis 1.3%, kaw ntawm 12,938.12.
Raws li cov tub ua lag luam tau txheeb xyuas cov ntsiab lus ntawm lub rooj sib tham, cov kws tshawb fawb ntawm Citi tau sib cav tias tsis yog kev tawm tswv yim ntawm ntau txoj cai dovish, cov lus qhia tsuas yog "hu kom nyob twj ywm cov ntaub ntawv nyob ntawm qhov tsis paub tseeb thiab hloov pauv sai sai."
"Cov feeb los ntawm Lub Xya Hli FOMC tau sib npaug tag nrho, cuam tshuam rau pawg neeg txhawj xeeb tias lawv tuaj yeem muab kev txwv tsawg dhau los ua rau txo qis nyiaj txiag, tab sis kuj tseem txhawj xeeb tias lawv yuav nruj dhau los ua rau qhov txiaj ntsig tsis zoo rau kev loj hlob," said Citi economists Andrew Hollenhorst thiab Veronica. Clark hauv ib daim ntawv. "Tom qab lub rooj sib tham, cov ntaub ntawv ua haujlwm muaj zog dua, hais txog cov nyiaj ua haujlwm siab thiab tsis tu ncua thiab cov nqi nce ntxiv thiab cov nyiaj txiag poob qis qhia tias Thawj Tswj Hwm Powell yuav pom nws tus kheej ib zaug ntxiv ua rau muaj kev cuam tshuam los tswj 'kev daws teeb meem' thiab 'kev ntseeg siab' cov lus qhia rau pawg thawj coj saib xyuas. xav txog los ntawm lawv cov 'kev cai nruj' kev ua. "
Saib: Tshuag-kev lag luam rally ntsib cov kev sib tw tseem ceeb ntawm S&P 500's 200-hnub txav nruab nrab
David Petrosinelli, tus tub luam loj ntawm InspereX hauv New York, kuj tau sib cav tias cov tub ua lag luam tau zoo siab dhau lawm thiab txhais cov lus yuam kev.
"Qhov no yeej yuav tsis yog thawj zaug uas lub lag luam dav dav txhais cov feeb tsis raug ... Qhov kev nkag siab tias qhov no tsis tshua muaj neeg hawkish, tab sis qhov ntawd tsis yog qhov kuv tau nyeem thaum kuv nyeem cov feeb." Petrosinelli hais rau MarketWatch hauv kev sib tham hauv xov tooj rau hnub Wednesday. "Kuv tsuas yog xav tias thaum kawg ntawm hnub, Fed paub tias lawv muaj teeb meem nyiaj txiag. Kuv xav tias lawv paub tias lawv tsis nyob qhov twg nyob ze qhov txwv tsis pub muaj tus nqi, thiab kuv xav tias lawv yuav mus txog qhov ntawd. "
saib: Dais lag luam rau cov khoom lag luam 'tsis tiav,' ceeb toom Morgan Stanley's Mike Wilson
Asmeskas cov khoom lag luam tau sib sau ua ke tawm ntawm lawv qhov nruab nrab Lub Rau Hli qis, nrog Nasdaq Composite tawm ntawm lub khw muag khoom lub lim tiam dhau los, thaum Dow Jones Industrial Nruab Nrab thiab S&P 500 kuj tau ntsib lub zog nce ntxiv. Txawm li cas los xij, cov kws tshaj lij tau hais tias kev lag luam qhov kev xav zoo rau Thawj Tswj Hwm Powell lub rooj sib tham hauv Lub Xya Hli thiab cov ntaub ntawv nyiaj txiag lub Xya Hli yog ntxov ntxov.
“Kuv xav tias peb tseem tsis tau tawm ntawm hav zoov. Peb ntseeg tias kev sib tw hauv kev siv thev naus laus zis muaj kev cia siab thiab tias peb nyob ze rau qhov kawg ntawm lub voj voog tus paj laum, "Andy Tepper, tus thawj coj ntawm BNY Mellon Wealth Management tau hais hauv xov tooj. "Zoo tshaj plaws, peb xav tias tej zaum yuav ntxov me ntsis, uas tseem muaj qee qhov kev txhawj xeeb ntawm kev nce nqi uas Tsoom Fwv Teb Chaws Reserve yuav tsum tau daws nrog."
Puas yog lub khw lag luam 'tsis raug' Fed dua? Cov tswv yim dab tsi hais txog qhov tshwm sim rau lub Xya Hli feeb
Cov feeb los ntawm Tsoom Fwv Teb Chaws Reserve lub rooj sib tham nyob rau hauv Lub Xya hli ntuj - nyob rau hauv uas cov neeg tsim cai lij choj tau nce tus nqi paj laum los ntawm 75 lub hauv paus ntsiab lus, qhia tias cov neeg koom nrog hauv khw muag khoom tau ceev heev rau tus nqi hauv "tsis tshua muaj hawkish" txoj cai saib xyuas, qee tus kws tshaj lij tau sib cav rau hnub Wednesday.
Tsoom Fwv Teb Chaws Reserve cov neeg ua haujlwm hauv Lub Xya Hli tau pom zoo tias Nws yog ib qho tsim nyog los hloov lawv cov txiaj ntsig txiaj ntsig siab txaus kom ua rau kev lag luam qeeb los tiv thaiv kev nce nqi ntxiv, raws li cov lus ceeb toom ntawm Tsoom Fwv Teb Chaws Qhib Kev Lag Luam Pawg Lub Xya Hli 26-27 lub rooj sib tham tau tshaj tawm hnub Wednesday.
Fed cov neeg ua haujlwm tau pom zoo tias "kev txav mus rau qhov kev txwv tsis pub tsim nyog ntawm txoj cai yog qhov tseem ceeb rau kev zam kom tsis txhob muaj kev cuam tshuam ntawm kev cia siab nyiaj txiag," thaum qee qhov qhia tias tus nqi txoj cai yuav tsum tau mus txog qib "txheej txheem txaus" kom ntseeg tau tias kev nce nqi ruaj khov ntawm txoj kev. rov qab mus rau 2 feem pua, thiab tswj qib ntawd rau qee lub sijhawm.
Cov feeb, txawm li cas los xij, kuj tau qhia "ntau tus neeg ua haujlwm" tau hais tias lawv txhawj xeeb txog qhov pheej hmoo uas Fed tuaj yeem ua nruj rau txoj cai tswjfwm nyiaj txiag ntau dua li qhov tsim nyog.
Tebchaws Asmeskas cov khoom lag luam tau ua tiav qis dua rau hnub Wednesday tom qab txiav poob. Lub S&P 500
-0.72%
-0.50%
-1.25%
SPX,
poob 31.16 cov ntsiab lus, lossis 0.7%, kom xaus ntawm 4,274.04. Dow Jones Industrial Nruab Nrab
DJIA,
snapped tsib-hnub yeej streak, poob 171.69 ntsiab lus, lossis 0.5%, kom xaus ntawm 33,980.32, tom qab poob 324 cov ntsiab lus ntawm nws qhov kev sib tham qis. Lub Nasdaq Composite
COMP,
poob 164.43 cov ntsiab lus, lossis 1.3%, kaw ntawm 12,938.12.
Raws li cov tub ua lag luam tau txheeb xyuas cov ntsiab lus ntawm lub rooj sib tham, cov kws tshawb fawb ntawm Citi tau sib cav tias tsis yog kev tawm tswv yim ntawm ntau txoj cai dovish, cov lus qhia tsuas yog "hu kom nyob twj ywm cov ntaub ntawv nyob ntawm qhov tsis paub tseeb thiab hloov pauv sai sai."
"Cov feeb los ntawm Lub Xya Hli FOMC tau sib npaug tag nrho, cuam tshuam rau pawg neeg txhawj xeeb tias lawv tuaj yeem muab kev txwv tsawg dhau los ua rau txo qis nyiaj txiag, tab sis kuj tseem txhawj xeeb tias lawv yuav nruj dhau los ua rau qhov txiaj ntsig tsis zoo rau kev loj hlob," said Citi economists Andrew Hollenhorst thiab Veronica. Clark hauv ib daim ntawv. "Tom qab lub rooj sib tham, cov ntaub ntawv ua haujlwm muaj zog dua, hais txog cov nyiaj ua haujlwm siab thiab tsis tu ncua thiab cov nqi nce ntxiv thiab cov nyiaj txiag poob qis qhia tias Thawj Tswj Hwm Powell yuav pom nws tus kheej ib zaug ntxiv ua rau muaj kev cuam tshuam los tswj 'kev daws teeb meem' thiab 'kev ntseeg siab' cov lus qhia rau pawg thawj coj saib xyuas. xav txog los ntawm lawv cov 'kev cai nruj' kev ua. "
Saib: Tshuag-kev lag luam rally ntsib cov kev sib tw tseem ceeb ntawm S&P 500's 200-hnub txav nruab nrab
David Petrosinelli, tus tub luam loj ntawm InspereX hauv New York, kuj tau sib cav tias cov tub ua lag luam tau zoo siab dhau lawm thiab txhais cov lus yuam kev.
"Qhov no yeej yuav tsis yog thawj zaug uas lub lag luam dav dav txhais cov feeb tsis raug ... Qhov kev nkag siab tias qhov no tsis tshua muaj neeg hawkish, tab sis qhov ntawd tsis yog qhov kuv tau nyeem thaum kuv nyeem cov feeb." Petrosinelli hais rau MarketWatch hauv kev sib tham hauv xov tooj rau hnub Wednesday. "Kuv tsuas yog xav tias thaum kawg ntawm hnub, Fed paub tias lawv muaj teeb meem nyiaj txiag. Kuv xav tias lawv paub tias lawv tsis nyob qhov twg nyob ze qhov txwv tsis pub muaj tus nqi, thiab kuv xav tias lawv yuav mus txog qhov ntawd. "
saib: Dais lag luam rau cov khoom lag luam 'tsis tiav,' ceeb toom Morgan Stanley's Mike Wilson
Asmeskas cov khoom lag luam tau sib sau ua ke tawm ntawm lawv qhov nruab nrab Lub Rau Hli qis, nrog Nasdaq Composite tawm ntawm lub khw muag khoom lub lim tiam dhau los, thaum Dow Jones Industrial Nruab Nrab thiab S&P 500 kuj tau ntsib lub zog nce ntxiv. Txawm li cas los xij, cov kws tshaj lij tau hais tias kev lag luam qhov kev xav zoo rau Thawj Tswj Hwm Powell lub rooj sib tham hauv Lub Xya Hli thiab cov ntaub ntawv nyiaj txiag lub Xya Hli yog ntxov ntxov.
“Kuv xav tias peb tseem tsis tau tawm ntawm hav zoov. Peb ntseeg tias kev sib tw hauv kev siv thev naus laus zis muaj kev cia siab thiab tias peb nyob ze rau qhov kawg ntawm lub voj voog tus paj laum, "Andy Tepper, tus thawj coj ntawm BNY Mellon Wealth Management tau hais hauv xov tooj. "Zoo tshaj plaws, peb xav tias tej zaum yuav ntxov me ntsis, uas tseem muaj qee qhov kev txhawj xeeb ntawm kev nce nqi uas Tsoom Fwv Teb Chaws Reserve yuav tsum tau daws nrog."
Tau qhov twg los: https://www.marketwatch.com/story/did-the-stock-market-misinterpret-fed-again-what-strategists-say-about-the-reaction-to-the-july-minutes-11660774228? siteid=yhoof2&yptr=yahoo