Nrog rau cov tsev neeg Asmeskas saib cov nyiaj txiag zoo, Tsoom Fwv Teb Chaws Reserve tej zaum yuav tsum tau ua kom muaj kev cuam tshuam ntau ntxiv kom nce cov paj laum kom txias rau kev lag luam thiab txo qis qis nyiaj txiag, raws li tsab ntawv tshawb fawb los ntawm Deutsche Bank.
Teb Chaws Asmeskas cov nyiaj ntsuab "tam sim no tshaj cov nuj nqis thawj zaug hauv peb lub xyoos nrog cov nuj nqis poob rau xoom," Jim Reid, tus thawj coj ntawm kev tshawb fawb thematic ntawm Deutsche Bank, tau hais hauv tsab ntawv xa email rau hnub Wednesday. "Lub Fed tej zaum yuav tsum tau nce mus ntxiv aggressively kom qeeb cov neeg siv khoom xav tau thiab txo tus nqi nce siab muab lawv cov ntawv txheeb xyuas kev noj qab haus huv."
DEUTSCHE BANK RESEARCH NOTE
Cov neeg ua lag luam tau cia siab tias Tsoom Fwv Teb Chaws Reserve yuav dhau los ua nruj dua nws cov txiaj ntsig zoo raws li nws nrhiav kev tawm tsam. kub tshaj US inflation nyob rau hauv txog plaub caug xyoo. James Bullard, tus thawj tswj hwm ntawm Tsoom Fwv Teb Chaws Reserve Bank ntawm St. Louis, tau hais rau lub Plaub Hlis 18 tias nws yuav tsis kav kev taug kev loj ntawm 75 lub hauv paus ntsiab lus, txawm hais tias qhov ntawd tsis yog nws lub hauv paus, raws li tsab ntawv ceeb toom los ntawm The Wall Street Journal.
Teb Chaws Asmeskas kev lag luam tuaj yeem tuaj txog txawm tias tsev neeg cov nyiaj ntsuab tshaj cov nuj nqis, hais tias Deutsche.
"Txawm hais tias cov nuj nqis tsis zoo yog lub cim ntawm kev nplij siab, peb muaj xya qhov kev poob qis thaum ntxov xyoo 1950 thiab thaum ntxov 1980s thaum nws tseem tsis zoo," Reid tau sau rau hauv nws daim ntawv email. "Peb xav tias qhov kev tsaws nyuaj yuav yog qhov kawg tsis tuaj yeem zam los ntawm lig '23 / thaum ntxov '24 tom qab kev nruj heev ntawm Fed hikes nyob rau 18 lub hlis tom ntej."
DEUTSCHE BANK RESEARCH NOTE
Kev nce nqi siab thiab nce cov paj laum tau hnyav rau kev lag luam xyoo no.
"Nyob rau xyoo 2023, peb cia siab tias kev lag luam muaj vaj huam sib luag yuav tuav tau zoo nyob rau lub caij ntuj sov, ua ntej Asmeskas poob rau hauv kev lag luam," Deutsche Bank cov kws tshuaj ntsuam suav nrog Reid tau sau rau hauv ib tsab ntawv tshawb fawb cais rau hnub Wednesday. "Qhov no yuav tsum pom cov peev txheej raug raug los ntawm qhov raug 20% raws li nws pib, ua ntej txo qis ib nrab ntawm txoj kev thiab rov qab los ntawm qib ua ntej."
Cov kws tshuaj ntsuam xyuas ntawm Deutsche Bank tau tuav lawv lub hom phiaj xyoo kawg 2022 rau S&P 500 ntawm 5,250, raws li tsab ntawv ceeb toom. S&P 500 Index
SPX,
tau ua lag luam nce hnub Wednesday yav tav su ntawm ib ncig ntawm 4,475, tab sis nws tseem qis qis ib ncig ntawm 6% txog rau lub xyoo no, FactSet cov ntaub ntawv qhia, thaum kawg kos.
Tau qhov twg los: https://www.marketwatch.com/story/fed-may-need-to-be-even-more-aggressive-fighting-inflation-as-us-household-cash-exceeds-debt-for-first- time-in-three-decades-warns-deutsche-bank-11650474606?siteid=yhoof2&yptr=yahoo