Tsis txhob cia ' dais lub tsev lag luam ntawm iav' dag koj, Morgan Stanley's Mike Wilson ceeb toom ntawm kev lag luam Tshuag

Qhov pib zoo tshaj plaws rau cov khoom lag luam rau xyoo - S&P 500
SPX,
+ 1.23%
yog nce ntau dua 3% xyoo no, thiab ntaus nqi Ark Innovation ETF
ARKK,
+ 2.90%
tau dhia 17% - tsis ntxias nws. Wilson tau hais tias "Ua tau txaus nws hais, peb tsis raug tom ntawm qhov kev tawm tsam tsis ntev los no vim tias peb txoj haujlwm thiab cov txheej txheem ua rau muaj kev ntseeg siab ntawm cov nyiaj tau los," Wilson hais.

Nws sau tseg tias qhov kev tawm tsam thaum ntxov xyoo 2023 tau coj los ntawm "cov khoom lag luam qis thiab luv luv" thiab kev hloov pauv mus rau cyclicals piv rau kev tiv thaiv. "Qhov kev sib hloov no tshwj xeeb yog txhawb cov tub ua lag luam tias lawv ploj lawm hauv qab thiab yuav tsum rov ua dua," nws hais rau cov neeg siv khoom hauv daim ntawv sau hnub Sunday.

Tab sis nws ceeb toom tias kev lag luam dais tuaj yeem dag ntau tus neeg ua lag luam ua ntej txhua yam hais thiab ua tiav, thiab lawv yuav tsum cia siab rau lawv tus kheej cov txheej txheem thiab tsis quav ntsej lub suab nrov. "Cov theem kawg ntawm kev ua lag luam dais ib txwm yog qhov nyuaj tshaj plaws thiab peb tau txais kev ceeb toom siab rau lub taub hau cuav, zoo li kev tawm tsam thaum Lub Kaum Hli mus txog Lub Kaum Ob Hlis peb tau cia siab thiab ua lag luam," Wilson tau hais.

Tom qab "kev nyuaj heev 2022, ntau tus tub ua lag luam tseem poob qis hauv paus, tab sis nug seb cov txiaj ntsig tsis zoo puas tau raug nqi rau hauv cov khoom lag luam," nws hais. "Peb qhov kev xav tsis tau hloov pauv raws li peb cia siab tias txoj hauv kev ntawm cov nyiaj tau los hauv Teb Chaws Asmeskas ua rau poob siab rau ob qho tib si kev pom zoo thiab kev ntsuas tam sim no."

Ib qho kev txhawj xeeb rau nws yog qhov sib txawv ntawm lub txhab nyiaj qhov nyiaj tau los thiab kev kwv yees yav tom ntej yog "ntau npaum li nws tau ua. Ob zaug kawg peb tus qauv yog qhov qis dua qhov kev pom zoo S&P 500 poob los ntawm 34% thiab 49%, "nws hais.

Dab tsi Wilson xav tau yog qhov "yuav tshwm sim" cov nyiaj khwv tau los poob qis, thiab nrog qhov kev yaig ntawd. Qhov ntawd yuav tuaj raws li cov nqi tau nce sai dua li kev muag khoom, thiab cov nyiaj tau los tau poob qis rau cov tuam txhab, nws hais tias.

Thiab thaum peb tsis raug cai hauv kev lag luam poob qis, qhov poob rau cov tuam txhab twb muaj lawm - poob muag ua rau cov khoom lag luam bloat thiab tsawg dua lub taub hau suav.

Hais tag nrho cov ntawd, Wilson hais tias lawv "zoo siab txais tos cov kev xav thiab qhov chaw nyob rau ob peb lub lis piam dhau los uas yog qhov tsim nyog rau theem kawg ntawm lub lag luam dais no."

Tus thawj tswj hwm kev ncaj ncees, uas raug kwv yees cov kev taw qhia ntawm 2022 cov khoom lag luam muag tawm, ceeb toom thaum pib ntawm lub xyoo tias kev poob nyiaj poob qis xyoo no tuaj yeem tsav ntxiv 22% poob rau kev lag luam. Thaum nws los txog rau Wall Street's Kev kwv yees rau S&P 500 xyoo no, Wilson yog qhov qis kawg nrog kev hu rau qhov ntsuas kom tiav ntawm 3,900.

US Treasurys ntawm 'qhov tseem ceeb': Cov khoom lag luam, cov ntawv cog lus sib txuas hloov pauv raws li cov nyiaj tau los ruaj khov ua lag luam flashes ceeb toom kev poob nyiaj

Cov kev lag luam

stocks
DJIA,
+ 0.94%

SPX,
+ 1.23%

COMP,
+ 2.11%
yog siab dua, thaum Treasury bonds
TUBMUSD 10Y,
3.508%

TUBMUSD 02Y,
4.210%
yog inching li zoo, thiab duas
DXY,
+ 0.06%
yog tiaj. Feem ntau ntawm Asia raug kaw - Tuam Tshoj kev lag luam yuav raug kaw txhua lub lim tiam rau hnub so Lunar Xyoo Tshiab. Nikkei 225 Index
NIK,
+ 1.33%
tau.

Bitcoin
BTCUSD,
+ 1.30%
tau tshaj $23,000 nyob rau hnub so, ib theem nws tsis tau pom txij lub Cuaj Hli txawm tias lub lim tiam dhau los Tshooj 11 kev lag luam poob nyiaj txiag los ntawm Chiv Keeb Ntiaj Teb Peev. 

Yog xav paub ntxiv txog kev lag luam hloov tshiab ntxiv rau cov tswv yim ua lag luam ua lag luam rau cov khoom lag luam, kev xaiv thiab crypto, sau npe rau MarketDiem los ntawm Investor's Business Daily. Thiab ua raws MarketWatch's nyob blog rau kev ua lag luam tshiab tshiab.

Lub buzz

Evoquoa khoom
AQUA,
+ 12.72%
yog nce 17% tom qab lub tuam txhab kho dej tau txais $ 7.5 nphom kev muab los ntawm cov neeg sib tw Xylem
XYL,
-9.25%,
nws cov shares poob 9.2%.

Npaj txhij rau qee lub npe thev naus laus zis los tshaj tawm lub lim tiam no - Microsoft
MSFT,
+ 1.24%,
3M
MMM,
+ 1.78%
thiab Texas Instruments hnub Tuesday, Tesla
TSLA,
+ 5.22%
thiab IBM
IBM,
+ 0.27%
Hnub Wednesday thiab Intel
INTC,
+ 1.98%
nyob rau hnub Thursday. GE
GE,
+ 1.54%,
Johnson & Johnson
JNJ,
+ 0.36%,
3M
MMM,
+ 1.78%,
Boeing
BA,
+ 0.86%,
McDonald lub
MCD, Cov
+ 0.69%,
visa
V,
+ 0.40%,
Chevron
XWV,
+ 0.59%
thiab AmEx
AXP,
+ 1.76%
tseem yuav qhia.

Genius Group, Singapore-based kev kawm technology tuam txhab uas nws shares tau nce 800% xyoo no, tau teeb tsa kev taw qhia rau 2023, hais tias nws pom cov nyiaj tau los 27% siab dua 2022 thiab 30% cov tub ntxhais kawm siab dua.

Nyeem: Cov tuam txhab me me tab tom mus tom qab cov neeg muag khoom luv luv hauv kev loj hlob: 'Nws yog qhov txaus ntshai tshaj plaws rau kev noj qab haus huv ntawm kev lag luam niaj hnub no'

Nyiaj Tau Los Saib: Microsoft, Tesla thiab Intel tab tom yuav ntsib cov tsis ntseeg

Tshuab Spotify
NTUJ,
+ 3.68%
ntxiv rau nthwv dej ntawm tech layoffs, nrog cov suab paj nruag streamer tshaj tawm cov phiaj xwm txiav 6% ntawm nws cov neeg ua haujlwm.

Thiab: Big Tech layoffs tsis loj npaum li lawv tshwm sim thawj zaug

Cov kev ntsuas kev lag luam tseem ceeb tshaj tawm thaum 10 teev sawv ntxov

Nyeem: Kev lag luam nyiaj txiag yuav los, cov kws lag luam hais tias. Ib txhia txawm xav tias twb nyob ntawm no lawm

Ken Griffin's US hedge fund Citadel tau ua cov ntaub ntawv $ 16 nphom xyoo tas los (cov nqi xa tawm) xyoo tas los, raws li qhov kwv yees no.

Qhov zoo tshaj plaws ntawm lub vev xaib

Yuav luag muaj nyiaj txaus los yuav Tsev Dawb. Qhov ntawd yog Biden tus thawj coj ntawm cov neeg ua haujlwm Jeffrey Zients tuaj

Ib qho 70% se ntawm cov neeg muaj nyiaj yuav tsum nce qhov tsis sib xws, hais tias Nobel-nqi yeej tus kws tshawb fawb nyiaj txiag Joseph Stiglitz.

Pandemic-era noj su dawb yog xaus rau ntau tsev neeg, leej twg tseem desperately xav tau lawv

Brazil thiab Argentina tau tshaj tawm tias tau tso lub hauv paus rau ib qho cov txiaj ntsig (yuav tsum subscription)

Daim phiaj qhia

"Ib qho xav tsis thoob 40% ntawm Russell 2000 tuam txhab uas muag tsis muaj txiaj ntsig xyoo tas los. Koj yuav tsum xav tias yuav muaj dab tsi tshwm sim rau cov tuam txhab no hauv lub ntiaj teb uas cov paj laum ntau dua yuav txhais tau tias kev faib nyiaj ntau dua ntawm cov peev thiab pheej yig muaj dej nyab ntawm cov peev txheej ntawm feem ntau ntawm kaum xyoo dhau los, "hais Callum Thomas, tus thawj coj ntawm kev tshawb fawb ntawm Topdown kab kos, muab daim ntawv qhia hauv qab no los ntawm @MichealAArouet

"Tau pov rau hauv kev lag luam thoob ntiaj teb thiab tej yam tuaj yeem ua tsis zoo. Tsis muaj qhov xav tsis thoob cov thawj tswj hwm nyiaj txiag tau tig tawm ntawm Asmeskas cov peev txheej, "nws hais, taw qhia rau daim ntawv qhia txog Bank of America:

Cov tickers

Cov no yog cov neeg tshawb nrhiav saum toj kawg nkaus ntawm MarketWatch thaum 6 teev sawv ntxov Eastern:

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Xav paub kom paub pib thaum ntxov thiab raug kho kom txog thaum qhib lub tswb nrov, tab sis sau npe tuaj ntawm no kom nws tau xa nws ib zaug rau koj lub npov email. Lub emailed yuav xa tawm thaum txog 7: 30 teev sawv ntxov.

Mloog tus Cov Tswv Yim Tshiab Zoo Tshaj Plaws hauv Nyiaj podcast nrog MarketWatch tus neeg sau xov xwm Charles Passy thiab tus kws sau nyiaj txiag Stephanie Kelton.