Jeremy Siegel, tus xibfwb ntawm nyiaj txiag ntawm University of Pennsylvania's Wharton Tsev Kawm Ntawv Kev Lag Luam, hnub Wednesday tau hais lus tsis txaus ntseeg txog kev lag luam kev ncaj ncees, txawm tias nws tau lees paub tias kev nce nqi yuav muaj txiaj ntsig ntau dua li Wall Street qhov kev cia siab, ua rau Tsoom Fwv Teb Chaws Reserve mob taub hau.
Sau npe rau peb Cov Ntawv Xov Xwm Saib Xyuas Kev Lag Luam ntawm no.
“Txhua yam yog taw tes rau saum. Txhua yam tab tom nce ... thiab Fed, "Siegel tau hais hauv kev xam phaj nrog CNBC hnub Wednesday yav tav su. Nws tau kwv yees tias qhov nce ntawm kev nce nqi tuaj yeem ua rau Fed "ntau dua li qhov xav tau ntawm Txoj Kev."
Rex Nutting: Vim li cas cov paj laum tsis yog qhov cuab yeej zoo los tswj kev nce nqi
Tus kws tshaj lij cov lus hais tuaj raws li hnub Wednesday cov ntaub ntawv nyiaj txiag tseem ceeb tau qhia tias cov neeg siv khoom nce nqi nce mus rau lub ntsiab lus ntawm xyoo dhau ib xyoo mus rau 7%, ze li 40-xyoo siab.
Cov kws tshawb fawb tau hais tias hauv nws qhov kev kwv yees qhov teeb meem nrog kev nce nqi yog, tej zaum, muaj kev phom sij ntau dua li qhov teeb meem ntawm cov khoom lag luam-chain bottleneck qhov teeb meem hnyav dua los ntawm COVID kev sib kis tab sis ib qho hauv paus hauv kev thov thiab nyiaj yooj yim.
"Qhov no yog qhov teeb meem xav tau," tus xibfwb hais. Nws tau hais tias "Qhov no yog nyiaj ntau dhau los caum cov khoom tsawg dhau," nws hais.
Deutsche Bank cov
db,
Cov kws tshawb fawb kev lag luam cia siab tias yuav muaj plaub txoj kev taug kev hauv 2022, pib thaum Lub Peb Hlis, thaum cov kws lag luam nyiaj txiag ntawm Goldman Sachs Group Inc. GS tsa lawv cov kev kwv yees rau 2022 tus nqi nce, mus rau plaub ntawm peb.
Txawm li cas los xij, Siegel cov lus hais qhia tias qhov nce ntxiv yuav xav tau los txhawm rau thim rov qab nyiaj txiag.
Nws tsis nyob ib leeg hauv qhov kev xav ntawd thiab.
JPMorgan Chase & Co. JPM CEO Jamie Dimon, thaum lub sijhawm sib tham CNBC rau hnub Monday yav tav su, hais tias kev lag luam kwv yees rau ntau li peb tus nqi nce yuav "yooj yim" rau kev lag luam (thiab kev ua lag luam) kom nqus tau. Tab sis nws tau hais tias nws cia siab tias lub tuam txhab nyiaj hauv nruab nrab yuav xav ua ntau dua.
Nyeem: Raws li Phab ntsa Street saib yields nce, ib lo lus nug loj tshwm sim: Dab tsi yog 'qhov loj' rau Tsoom Fwv Teb Chaws Reserve daim ntawv tshuav nyiaj li cas?
Lub caij no, Siegel tau hais tias lub npe hu ua TINA, lossis tsis muaj lwm txoj hauv kev (rau cov khoom lag luam). kev lag luam yuav pab txo qis kev lag luam kev lag luam raws li daim ntawv cog lus tau txais.
Siegel tau hais tias "Cov khoom lag luam yog cov khoom muaj nqis tiag tiag, koj tsuas yog tuav tsis tau cov khoom muaj nqis uas yog cov ntawv cog lus," Siegel hais. Daim ntawv 10-xyoo Nyiaj Txiag yields 1.73% rau hnub Wednesday, hovering nyob ib ncig ntawm nws qib siab tshaj txij li lub Peb Hlis 2021.
Nyuam qhuav pib: Vim li cas Jeremy Siegel hais tias cov khoom lag luam tuaj yeem 'ntau dua los them tus nqi txawm tias txawm tias nce nqi 20% nyob rau 2 mus rau 3 xyoo tom ntej
Hnub Wednesday, txawm li cas los xij, cov peev txheej tau tawm tsam rau kev taw qhia, nrog Dow Jones Industrial Average
DJIA,
S&P 500 qhov ntsuas
SPX,
thiab Nasdaq Composite Index
COMP,
Kev sib ntaus sib tua kom nyob twj ywm saum toj kawg nkaus raws li cov tub ua lag luam soj ntsuam qhov kev cia siab rau kev lag luam thiab kev lag luam thiab kho lawv cov ntaub ntawv, ntsuas rov qab rau cov npe-rhiab heev cov npe thiab rau cov uas yuav ua tau zoo dua nyob rau hauv ib qho kev nce nqi siab dua thiab cov paj laum.
"Tus nqi siab dua txhais tau tias kev sib hloov tshwm sim thoob plaws," tus kws tshaj lij Wharton tau hais tias, hais txog kev lag luam muaj txiaj ntsig, piv rau cov khoom lag luam loj hlob, uas tau yeej ntau xyoo dhau los.
Tau qhov twg los: https://www.marketwatch.com/story/fed-has-to-be-far-more-aggressivethan-the-street-thinks-says-academic-who-called-dow-20-000-this- 11642015246?siteid=yhoof2&yptr=yahoo