Dot-com npuas dynamic yuav tsav S&P 500 saum 5,500: Julian Emanuel

Kev ua lag luam bull Julian Emanuel pom lub sijhawm dot-com muaj zog uas tuaj yeem ua rau S&P 500 cov ntaub ntawv siab.

Hauv nws thawj qhov kev sib tham hauv TV txij li pib ntawm Evercore ISI, Emanuel tau hais rau CNBC's "Fast Money" uas cov pej xeem muaj kev xav tuaj yeem tsav qhov Performance index mus rau 5,509 xyoo no.

"Lawv yeej tsis tau ua phem rau txhua qhov nyiaj daus las kawg raws li qhov xwm txheej hauv '99 thiab '00," lub tuam txhab tus thawj coj loj ntawm kev ncaj ncees, derivatives thiab ntau lub tswv yim hais rau hnub Monday. "Yog tias koj tau txais cov kev xav zoo li ntawd, tshwj xeeb yog tias tus kabmob kis mus rau qhov kawg ntawm ib nrab xyoo, yog li koj tau txais qhov xwm txheej ntawd."

Nws yog Emanuel qhov xwm txheej zoo tshaj plaws hauv kev lag luam rau xyoo 2022. Qhov kev txav no txhais tau tias yog 18% dhia los ntawm qib S&P 500 tam sim no thiab nce 8% los ntawm nws lub hom phiaj 5,100 tus nqi. Qhov ntsuas txhua lub sijhawm siab yog 4,818.62.

Emanuel, uas tau tawm ntawm BTIG thaum Lub Kaum Hli hais tias "Peb tau pom muaj kev koom tes zoo heev rau xyoo tas los thiab ib nrab yam tsis muaj qhov kev xav zoo sib xws uas koj xav tau nrog kev koom tes zoo li ntawd,"

Raws li Emanuel, Tsoom Fwv Teb Chaws Reserve yuav tsum tau ua kom cov tub ua lag luam lawv yuav tsum tsis txhob cuam tshuam kev lag luam tawm tsam.

Nws tau hais tias "Thaum kawg kom tau txais cov nqi khoom lag luam kom txav mus rau cov hom kev kub ntxhov ntawm kev nce siab los ntawm peb lub hom phiaj tus nqi, koj yuav xav tau kev nkag siab tias kev nce nqi yuav mus rau nruab nrab," nws hais. "Peb yeej xav tias nws nyob nruab nrab tom qab xyoo, tab sis nyob twj ywm siab rau lub sijhawm txuas ntxiv."

Muab cov nyiaj tau los muaj zog thiab kev lag luam muaj zog, Emanuel ntseeg tias kev lag luam dav tuaj yeem tiv taus tus nqi pheej yig.

Nws qhov xwm txheej phem tshaj plaws txhais tau tias S&P 500 yuav poob rau 3,575 xyoo no. Hauv nws daim ntawv tshawb fawb tsis ntev los no, Emanuel tau hais txog tus kabmob kis mus ntev - nrog rau cov nuj nqis uas muaj peev xwm thiab siv "dhau" zoo ib yam li lub sijhawm tom qab Tsov Rog Ntiaj Teb Zaum 1918 thiab kev kis mob khaub thuas xyoo XNUMX.

Lub sijhawm no, Emanuel tab tom ua raws li nws txoj kev npaj ua si xyoo 2022. Nws nyiam cov khoom lag luam muaj nqis tshaj qhov kev loj hlob, thiab pom muaj teeb meem ua ntej rau Nasdaq vim qhov kev ntsuas siab thiab nce tus nqi.

Nws ntseeg tias kev lag luam yuav tau txais kev sib tw los ntawm kev txo qis cov kev txhawj xeeb ntawm cov khoom lag luam thiab kev saib xyuas kev noj qab haus huv yuav cuam tshuam cov tub lag luam los ntawm kev nruj Fed cov cai.

Emanuel kuj nyiam nyiaj txiag.

Emanuel tau hais tias "Cov khoom lag luam no tseem nyob rau hauv kev sib piv rau lawv qhov hnyav yog qhov tsis tshua muaj kev cuam tshuam nyiaj txiag qis," Emanuel tau hais.

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Source: https://www.cnbc.com/2022/01/10/dot-com-bubble-dynamic-may-drive-sp-500-above-5500-julian-emanuel.html