Cantwell pom $ 1.5 trillion kev lag luam loj hlob rau fintech, kev sib yuav dav ntawm nyiaj txiag thiab cov thev naus laus zis digital, tau tsav los ntawm tsib lub ntsiab lus. Topping cov npe: nce kev saws me nyuam ntawm kev them nyiaj digital. Nws kuj tseem hais txog kev hloov kho tshiab, raws li "cov tub lag luam thiab cov neeg siv khoom ... nrhiav cov cuab yeej niaj hnub uas tuaj yeem pab txhawb lawv lub neej txhua hnub; ” tus qauv huab-raws li kev pabcuam rau kev ua lej, kev tiv thaiv kev dag, e-hnab nyiaj, thiab lwm yam kev pabcuam; consolidation, thiab tshwm sim ntawm cryptocurrency.
"Peb ntseeg tias cov tuam txhab tseem ceeb yuav muaj zog mus tom ntej, txawm tias cov kev cov nyom tshwm sim los ntawm ib puag ncig geopolitical/macro tam sim no," nws sau. Cov pab pawg tuaj yeem txhawb nqa cov nyiaj tau los ntawm 33% xyoo no thiab 26% hauv 2023 - ob xyoos nruab nrab ntawm 30%, yuav luag peb feem pua cov ntsiab lus nrawm dua li xyoo 2019. Nws tuaj yeem txhawb cov txiaj ntsig 15% xyoo no thiab 17% tom ntej, ntaus tus
S&P 500's
kwv yees 8% xyoo no, 11% tom ntej.
Cov nqi qis qis txhawb qhov kev thov rov hais dua. Cov pab pawg ua lag luam ntawm kwv yees li 5.5 npaug ntawm 12 lub hlis tom ntej kev muag khoom thiab 16 npaug ntawm cov nyiaj tau los; ntau ntau tau compressed loj heev nyob rau lub hlis dhau los. Cov pab pawg tab tom ua lag luam ntawm tus nqi luv rau S&P 500's 20 lub sijhawm xav tau 2022 cov txiaj ntsig thiab 18 zaug kwv yees 2023 cov txiaj ntsig, nws hais ntxiv. Tab sis qhov luv nqi no yuav tsis nyob mus ib txhis, nws hais tias, yog li cov tub ua lag luam yuav tsum rub lawv tam sim no.
Lub Lis Piam Tom Ntej
Hnub Monday 4 / 11
Tseem Hwv Nyiaj Txiag Nyiaj Tsos ntawm Chicago Thawj Tswj Hwm Charles Evans tham txog nws txoj kev xav txog kev lag luam, kev ua haujlwm, kev nce nqi, thiab cov paj laum ntawm Detroit Economic Club.
Tuesday 4 / 12
Lub Bureau of Labor Statistics tshaj tawm cov neeg siv khoom-tus nqi ntsuas rau lub Peb Hlis. Kev pom zoo kwv yees yog rau 8.4% xyoo dhau ib xyoo nce rau CPI, tom qab nce 7.9% hauv Lub Ob Hlis.
CarMax thiab Albertsons tshaj tawm cov txiaj ntsig nyiaj txiag thib plaub.
Synopsys
,
Thib tsib Thib Bancorp
,
Lennar
,
thiab
Bank ntawm New York Mellon
tuav cov rooj sib tham cov tswv cuab txhua xyoo.
Kev sib tw ntawm National Federation Ntawm Kev Lag Luam ywj pheej tshaj tawm nws qhov Kev Lag Luam Me Me Kev Pom Zoo rau Lub Peb Hlis. Kev pom zoo kwv yees yog rau kev nyeem 94.9. Lub Ob Hlis 95.7 nyeem ntawv yog lub hlis thib ob sib law liag hauv qab 48 xyoo nruab nrab ntawm 98.
Hnub Wednesday 4 / 13
JPMorgan caum
,
Thawj koom pheej Bank
,
Xauj Tawm Kev Cais
,
Delta Cua Kab
,
BlackRock
,
Pw Hauv Paus & Tshaj Tshaj
,
Hooker Furnishings
,
thiab
Kauj ruam
tuav cov nyiaj tau los ntawm lub rooj sib tham.
Lub BLS tso tawm cov khoom tsim-tus nqi ntsuas rau lub Peb Hlis. PPI xav tias yuav dhia 10.5% xyoo dhau los ntawm kev hloov kho tsis raws caij nyoog, thaum lub hauv paus tseem ceeb PPI, uas tsis suav nrog cov khoom noj tsis haum thiab cov nqi hluav taws xob, pom tau nce 8.4%. Qhov no piv nrog nce ntawm 10% thiab 8.4%, feem, nyob rau lub Ob Hlis.
Hnub 4 / 14
Qhov tshwm sim thawj peb lub hlis twg xav tau los ntawm ntau lub tsev txhab nyiaj thiab cov tuam txhab kev pabcuam nyiaj txiag suav nrog Wells Fargo, US Bancorp, Goldman Sachs, Morgan Stanley, Citigroup, PNC Financial Services Group, State Street, thiab
Nyiaj Pov Xyooj
.
Lwm lub tuam txhab tshaj tawm cov txiaj ntsig nyiaj txiag suav nrog Rite Aid,
Taiwan Semiconductor Manufacturing
,
thiab
UnitedHealth Group
.
Lub Tsev Kawm Ntawv ntawm Michigan tshaj tawm nws Kev Tshawb Fawb Txog Kev Siv Khoom Siv rau lub Plaub Hlis. Kev cia siab yog rau kev nyeem 58.9, piv nrog 59.4 hauv lub Peb Hlis.
Cov Suav Neeg Zej Tsoom qhia txog kev muag khoom-muag kev siv nyiaj rau lub Peb Hlis. Kev cia siab yog rau kev hloov kho raws caij nyoog 0.6% lub hli dhau ib hlis nce hauv khw muag khoom, piv nrog 0.3% nce hauv Lub Ob Hlis. Tsis suav nrog autos, kev siv nyiaj tau pom nce 1.0%, piv nrog 0.2% hauv lub sijhawm dhau los.
Cov ntawv BLS qhia export thiab import nqi ntaub ntawv rau lub Peb Hlis Ntuj. Qhov kev cia siab yog rau 2.2% lub hlis dhau-lub hlis nce nqi ntawm kev xa khoom, thaum tus nqi ntshuam pom tau nce 0.6%. Qhov no piv nrog qhov nce ntawm 3.0% thiab 1.4%, feem, nyob rau lub Ob Hlis.
Dow, Carrier Global, thiab
Owens Corning: XNUMX Lab tus kiv cua tos koj rau Webtalk!
tuav cov rooj sib tham cov tswv cuab txhua xyoo.
Hnub 4 / 15
Tsoom Fwv Tebchaws Reserve tso tawm cov ntaub ntawv tsim khoom lag luam rau lub Peb Hlis. Economists tab tom nrhiav kev nce 0.4%, tom qab 0.5% nce hauv Lub Ob Hlis.
Teb Chaws Asmeskas cov khoom lag luam thiab daim ntawv cog lus raug kaw nyob rau hauv kev ua raws li Good Friday.
Sau rau Eric J. Savitz ntawm [email tiv thaiv]
FinTech Zoo li $ 1.5 Trillion Kev Loj Hlob Ua Lag Luam
Cov lus piv txwv los ntawm Elias Stein
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/fintech-stocks-paypal-shopify-block-51649462428?siteid=yhoof2&yptr=yahoo