Thawj Lub Plaub Hlis Cov Nyiaj Tau Los Ntawm Cov Khw Muag Khoom Ua Tsis Tau Ua "poob siab"

Cov nyiaj tau los ntawm lub teb chaws cov khw muag khoom loj tshaj plaws rau thawj peb lub hlis twg tsis ntev los no tau ua rau Wall Street ua rau muaj kev sib tsoo dav. Cov thawj coj ntawm cov saw tseem ceeb tau liam tias cov nyiaj tau los qis dua thiab cov nyiaj tau los ntawm qhov tshwm sim tam sim ntawd, "kev npaj txhij txog" hloov pauv ntawm cov neeg siv khoom tus cwj pwm - los ntawm cov khoom muag mus rau kev paub dhau los, xws li mus ncig thiab noj mov.

Cov kws tshuaj ntsuam xyuas uas ua raws li kev lag luam tshaj tawm lawv qhov kev poob siab thiab txo lawv cov kev nqis peev.

Tsib-hnub swoon nyob rau hauv cov nqi sib koom uas ua raws li kev lag luam tshuav nyiaj li cas los ntawm tag nrho ntawm ib nrab ntawm trillion nyiaj hauv kev ncaj ncees.

Ib tsab xov xwm Bloomberg shrieked, "Ntau txaus ntshai Await” Reuters tau hais tias nws yog "Khw muag khoom Apocalypse. "

Tab sis tsis muaj leej twg yuav tsum tau ceeb. Lub glut ntawm cov khoom muag uas cov khw muag khoom noj khoom haus tam sim no tau kwv yees tau - qhov tseeb, nws tau kwv yees.

Lub Kaum Ob Hlis, hauv kab ntawv no, peb ceeb toom txog cov nyhuv whipsaw ntawm tangled supply chain. Txawm hais tias ua ntej lub caij so so tiav lawm, nws tau pom tseeb tias cov khoom xa tuaj lig tau mus sau cov khw muag khoom warehouses nrog cov khoom uas tsis muaj caij nyoog thiab, raws li nws hloov tawm, tawm ntawm kauj ruam.

Qhov ntawd yog qhov tseeb.

Lub hom phiaj tau tshaj tawm tias nws cov khoom muag tau nce 43% hauv thawj peb lub hlis twg raws li cov khoom lag luam zoo li TV thiab cov khoom siv hauv chav ua noj. Walmart tau hais tias nws cov khoom muag tau nce 32%.

Ib tus kws tshuaj ntsuam tau hais hauv Reuters zaj dab neeg tau lees tias Wall Street yog "pob ntseg" ntawm Walmart thiab Lub Hom Phiaj dhau qhov kev pom zoo rau xyoo 2022 uas cov tuam txhab nthuav tawm thaum Lub Peb Hlis.

Tab sis thaum ntxov thaum pib Lub Ob Hlis, Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam Tebchaws Meskas tau tshaj tawm tias feem pua ​​​​ntawm cov neeg siv khoom siv khoom lag luam tau poob rau lub hlis thib ob ua ke, thaum kev siv nyiaj rau cov kev pabcuam tau nce ntxiv.

cov Wall Street Journal tau tshaj tawm cov qauv no nyob rau hauv cov ntawv xov xwm tsis meej, "Cov neeg siv khoom sib piv kev siv nyiaj rau cov kev pabcuam xws li noj mov thiab mus ncig." James Knightley, tus thawj coj saib xyuas nyiaj txiag thoob ntiaj teb ntawm ING, hais rau Journal tias cov neeg siv khoom tau pib xyoo 2022 nrog "kev qaug zog ntawm kev yuav khoom ntawm lub cev."

Yog li kev khwv nyiaj poob siab yuav tsum tsis txhob muaj kev poob siab rau txhua tus neeg uas tau saib xyuas. Raws li peb tau ceeb toom rau lub Kaum Ob Hlis, "Lub quarter lossis ob lub hlis tom ntej yuav pom kev txo nqi hnyav."

Lub meltdown yog ib qho kev tshwm sim tseem ceeb, tab sis tsis yog ib qho apocalypse. Thaum kev nce nqi thiab cov nqi ua haujlwm siab dua tau tawm ntawm cov npoo, Walmart tau hais tias nws qhov kev muag khoom sib piv tau nce 3%. Target's comps loj hlob 3.3% nyob rau hauv peb lub hlis twg, nyob rau sab saum toj ntawm 23% kev loj hlob nyob rau tib lub quarter ib xyoo dhau los. Lub hom phiaj kev muag khoom tau nce tam sim no rau 20 lub hlis twg ua ke.

Dab tsi tshwm sim hauv thawj peb lub hlis twg yog qhov tshwm sim feem ntau tshwm sim hauv kev lag luam muag khoom thaum cov neeg yuav khoom tsis sib xws nrog cov neeg siv khoom.

Yog lawm, kev sib kis thoob ntiaj teb, cov saw hlau snafus, thiab Russia kev ntxeem tau ntawm Ukraine tau tag nrho cov xwm txheej tsis tuaj yeem pom tau uas tau cuam tshuam rau kev lag luam muag khoom.

Txawm li cas los xij, kev lag luam khw muag khoom muaj txoj hauv kev los mus txais yuav hom kev taug qab thiab kev tshawb fawb tiag tiag uas muaj niaj hnub no los tswj cov tuam txhab kom deb ntawm kev ua yuam kev thiab tuaj yeem ua haujlwm tsawg dua qhov xav tsis thoob rau Wall Street.