Evercore ceeb toom SVB fallout yuav yuam kev lag luam tshiab qis

Evercore ISI tab tom muab piv rau lub txhab nyiaj kev ntxhov siab rau lwm lub sijhawm tseem ceeb ntawm Wall Street: Lub xyoo ntawm kev txuag nyiaj thiab qiv nyiaj thiab kev sib tsoo epic.

"Yuav xav tias koj yuav pom kev ntxhov siab txog nyiaj txiag ntawm qhov zoo li no txhim kho hauv lub cev 24 teev tom qab [Fed] lub rooj zaum Powell tau hais tias nws tuaj yeem mus 50 [cov ntsiab lus tseem ceeb] ntawm 22nd, tsuas yog qhia koj tias qhov chaw tsis paub meej npaum li cas," lub tuam txhab laus Tus thawj coj tswj hwm Julian Emanuel hais rau CNBC's "Nyiaj ceev nyiaj” hnub Monday.

Hauv tsab ntawv tshaj tawm hnub Monday, Emanuel tau hais txog qhov kev sib piv zoo tshaj plaws rau 2-xyoo Treasury Note yield plunge tom qab hnub Friday. Silicon Valley Bank tawg thiab 1987.

Nws tau sau tseg txog peb-hnub tus nqi hloov pauv hauv 2 xyoo yield poob los ntawm 5.08% ncov mus rau qhov "trough" tsis ntev los no ntawm 3.99%

"Qhov kev poob qis no yog ib qho ntawm cov ntaub ntawv ceev tshaj plaws tsuas yog sib tw los ntawm 1987, thaum Greenspan tau tshaj tawm 'Fed Put' lees paub kev muab 'tsis txwv' cov nyiaj tau los thiab txiav tus nqi 75bp hauv thiab ib ncig ntawm Crash ntawm 1987," nws sau rau hnub Monday rau cov neeg siv khoom. .

Emanuel qhia tias muaj teeb meem ntau ntxiv - tshwj xeeb tshaj yog tias Tsoom Fwv Teb Chaws Reserve tseem pheej nce cov paj laum.

"Yog tias qhov peb tau pom yog thawj zaug txhaj tshuaj hneev taw ntawm qhov cuam tshuam ntawm kev nruj, peb yuav muaj kev lag luam poob qis," nws hais rau CNBC's Melissa Lee thiab cov tub luam.

Nws qhov kev kwv yees hu rau kev lag luam me me thiab rov ntsuas dua lub Kaum Hli kawg ntawm kev lag luam qis.

"Ib feem ntawm qhov kawg kev ua si yog peb xav pom txaus ntawm kev poob qis los ua kom cov khoom lag luam txaus nyiam," Emanuel hais. "Tab sis peb tseem yog txoj hauv kev los ntawm qhov ntawd."

Emanuel tab tom ua raws li nws lub hom phiaj S&P 500 xyoo kawg ntawm 4,150, teem rau lub Kaum Ob Hlis. Nws qhia txog qhov nce 8%. los ntawm hnub Monday kaw.

Emanuel tau hais tias "Qhov tom ntej uas peb yuav tsum paub txog yog li cas credit, feem ntau, kev lag luam," Emanuel hais.

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