S&P 500 tas xyoo tas los no poob qis li ntawm 20% tab sis kev rov qab sai yog qhov "tsis yog" ntawm daim npav rau xyoo 2023 ib yam, hais tias David Roche - Thawj Tswj Hwm ntawm Kev ywj pheej Strategy.
Cov nqi roj tuaj yeem txav rov qab
Roche pom ob peb lub taub hau uas tuaj yeem ua rau nws nyuaj rau kev ua lag luam rau xyoo no.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Yuav pib nrog, nws tsis cia siab tias lub ntiaj teb cov tuam txhab nyiaj hauv nruab nrab yuav rov qab los txiav cov nqi txhua lub sijhawm sai sai ntawm lub ntsej muag roj nqi tias nws ceeb toom tuaj yeem nce mus txog $ 120 ib chim hauv 2023.
Kuv xav tias lub zog vim Putin yuav txav mus ntau dua rau $ 120 hauv lub xyoo. Thiab cov tsev txhab nyiaj hauv nruab nrab yuav tsis txiav cov nqi nyob rau hauv lub ntsej muag ntawm qhov kev ua tau zoo los ntawm lub zog thiab cov khoom lag luam muaj peev xwm heev.
An kev lag luam poob nqis uas tuaj yeem hnyav rau cov neeg siv khoom siv kuj tau pub rau hauv nws qhov kev pom zoo dovish.
Geopolitical tensions tseem yog ib qho nyuaj
Ntau qhov txaus ntshai, Roche tsis ntseeg tias kev tsov rog Ukraine tab tom mus txog qhov kawg. Txuas ntxiv geopolitical tensions, nws tau sau tseg ntawm CNBC's "Squawk Box Europe", yuav nyob twj ywm downward siab rau lub kev ua lag luam.
Peb tsis arming Ukraine kom yeej; peb nyob nraum arming nws tsis poob. Qhov ntawd txhais tau hais tias lub sijhawm no xyoo tom ntej, kev ua tsov ua rog ntawm kev tsim txom yuav tshwm sim. Qhov xwm txheej phem tshaj plaws yog Russia pib yeej kev tsov rog ntawm attrition. Yog li, tsis yog, peb tsis nyob ze ntawm lub khw muag nyuj.
Roche pom Tuam Tshoj yog lwm qhov muaj peev xwm ua rau lub taub hau rau 2023 - ua nws li ib kev txhawb nqa rau Russia los yog nws cov teeb meem tawm tswv yim ncaj qha nrog Tebchaws Meskas.
Ib qho kev txav zoo dua, hauv ib puag ncig no, yog twv rau Euro tawm tsam US duas, nws xaus lus.
Tau qhov twg los: https://invezz.com/news/2023/01/03/dont-expect-a-bull-market-david-roche/