(Bloomberg) - Ib qho kev ntsuas ntawm cov khoom lag luam thoob ntiaj teb tau nce siab, coj los ntawm kev thim rov qab hauv Suav cov khoom lag luam raws li kev tsis sib haum xeeb thoob tebchaws dhau Covid kev txwv tau yooj yim. Cov nyiaj daus las thiab Treasuries poob thaum muaj kev xav zoo dua rau kev pheej hmoo.
Feem ntau Nyeem los ntawm Bloomberg
Kev sib koom tau sib sau ua ke hauv Hong Kong thiab hauv av loj vim qee cov tub ua lag luam tau kwv yees tias qhov kev tawm tsam yuav ua rau muaj kev hloov pauv ntawm Covid-Zero txoj cai. Suav tsoom fwv cov neeg saib xyuas kev noj qab haus huv tau hais kom muaj lus qhia luv luv thaum 3 teev tsaus ntuj txog kev ua raws li kev tiv thaiv tus kab mob thiab kev ntsuas ntsuas.
Kiyong Seong, tus thawj coj ntawm Asia macro strategist ntawm Societe Generale SA hauv Hong Kong tau hais tias "Muaj kev cia siab tias yuav muaj kev tshaj tawm sai sai ntawm qhov kawg ntawm Covid-Zero txoj cai thiab qhov ntawd ua rau muaj kev xav zoo," "Kev lag luam yuav nyob twj ywm tsis hloov pauv raws li cov tub ua lag luam ntsuas txhua txoj cai hloov pauv."
Cov tub luam kuj tau txais lub siab los ntawm kev tshem tawm Tuam Tshoj txoj kev txwv ntau xyoo rau kev sib koom muag los ntawm cov neeg tsim khoom. Teb Chaws Asmeskas yav tom ntej tau nce siab tom qab S&P 500 tau them nws cov nyiaj tau los txhua hli thaum lub sij hawm Wall Street kev sib tham.
Cov tub ua lag luam txuas ntxiv txheeb xyuas cov lus los ntawm Tsoom Fwv Teb Chaws Reserve cov tub ceev xwm, nrog Fed Bank ntawm St. Louis Thawj Tswj Hwm James Bullard ceeb toom tias kev lag luam tej zaum yuav qis dua qhov yuav muaj feem ntau dua. Nws tus kws lij choj New York John Williams tau sau tseg tias cov neeg tsim cai muaj ntau txoj haujlwm los ua kom tsis txhob muaj kev nce nqi thiab Fed Tus Lwm Thawj Coj Lael Brainard tau hais tias txoj hlua ntawm cov khoom lag luam poob siab yog ua kom muaj kev pheej hmoo nyiaj txiag nce siab.
Ib qho kev ntsuas ntawm tus duas poob tom qab ob hnub ntawm kev nce. Nyiv yen tau nce, zoo li qhov ntsuas ntawm cov nyiaj lag luam tawm tshiab.
Cov ntawv cog lus thoob ntiaj teb tau koom nrog Asmeskas cov phooj ywg hauv kev qhia txog kev lag luam kev lag luam, nrog rau kev ntsuas ntsuas lub ntiaj teb cov txiaj ntsig nkhaus inverting thawj zaug hauv tsawg kawg ob xyoo lawm. Treasury yields pom me ntsis nce thoob plaws qhov nkhaus thaum cov txiaj ntsig ntawm tsoomfwv cov nyiaj tau los kuj tau nce hauv Australia thiab New Zealand.
Lwm qhov hauv kev lag luam, roj tau txuas ntxiv rov qab los ntawm qib qis tshaj hauv yuav luag ib xyoos ntawm kev cia siab tias Lub Koom Haum Petroleum Exporting Countries thiab nws cov phooj ywg yuav ua rau kev txiav cov khoom siv tob zuj zus los teb rau qhov kev xav tau thoob ntiaj teb tsis muaj zog.
Cov tub lag luam tseem tsom mus rau kev txhim kho hauv Suav teb hnub Tuesday, thiab ua ntej rau Fed tus thawj coj Jerome Powell cov lus hais rau hnub Wednesday. Ntau tus kws tshawb fawb kev lag luam cia siab tias nws yuav ua kom muaj kev sib tw uas Fed yuav qeeb nws cov kev nce qib ntawm lub hli tom ntej - thaum ceeb toom rau cov neeg Asmeskas tias nws qhov kev tawm tsam kev nce nqi yuav khiav mus rau 2023.
Terri Spath, tus tsim thiab tus thawj coj peev ntawm Zuma Wealth Management, tau hais hauv TV Bloomberg tias "Nws yog lub sijhawm tsim nyog los pib txiav txim siab ua kom koj cov cwj mem thiab xav txog qhov yuav zoo tam sim no." Nws tau hais tias qhov kev poob qis hauv Asmeskas kev lag luam yuav tsis zoo thiab yog tias muaj kev lag luam qis "peb tuaj yeem pom qee qhov qis hauv cov khoom lag luam."
Stagflation yog qhov kev pheej hmoo tseem ceeb rau kev lag luam thoob ntiaj teb hauv 2023, raws li cov tub ua lag luam uas tau hais tias kev cia siab ntawm kev sib tw hauv kev lag luam yog ntxov ntxov tom qab xyoo no kev muag khoom phem. Yuav luag ib nrab ntawm 388 tus neeg teb rau qhov tseeb MLIV Pulse daim ntawv ntsuam xyuas tau hais tias qhov xwm txheej uas kev loj hlob txuas ntxiv qeeb thaum kev nce nqi tseem nce siab yuav ua tus thawj coj thoob ntiaj teb xyoo tom ntej.
Cov xwm txheej tseem ceeb lub lim tiam no:
Euro cheeb tsam kev lag luam kev ntseeg siab, kev ntseeg siab ntawm cov neeg siv khoom, hnub Tuesday
US Conference Board neeg siv kev ntseeg siab, Tuesday
EIA cov ntaub ntawv qhia txog cov khoom lag luam roj, hnub Wednesday
Tuam Tshoj PMI, Wednesday
Fed Chair Jerome Powell hais lus, Wednesday
Fed tshaj tawm nws Phau Ntawv Beige, Hnub Wednesday
Teb Chaws Asmeskas cov khoom lag luam wholesale, GDP, Wednesday
S&P Ntiaj teb no PMIs, Thursday
Kev siv nyiaj hauv Asmeskas kev tsim kho, cov nyiaj tau los ntawm cov neeg siv khoom, kev thov nyiaj poob haujlwm thawj zaug, ISM Manufacturing, Thursday
BOJ's Haruhiko Kuroda hais lus, Thursday
Teb Chaws Asmeskas nyiaj poob hauj lwm, nyiaj hli tsis ua hauj lwm, hnub Friday
ECB's Christine Lagarde hais lus, Friday
Qee qhov tseem ceeb txav hauv kev lag luam:
stocks
S&P 500 yav tom ntej tau nce 0.3% thaum 1:17 teev tsaus ntuj Tokyo lub sijhawm. S&P 500 poob 1.5%
Nasdaq 100 yav tom ntej tau nce 0.4%. Nasdaq 100 poob 1.4%
Euro Stoxx 50 yav tom ntej tau hloov me ntsis
Nyiv Topix poob 0.7%
Australia tus S&P/ASX 200 tau nce 0.2%
Hang Seng Index tau nce 3.9%
Shanghai Composite nce 2.2%
placebo
Bloomberg Dollar Spot Index poob 0.4%
Cov euro tau nce 0.4% rau $ 1.0379
Japanese yen tau nce 0.2% rau 138.66 toj ib duas las
Lub offshore yuan tau nce 0.9% rau 7.1841 ib duas
Cov nyiaj Australian tau nce 0.8% rau $ 0.6702
Cryptocurrencies
Bitcoin tau nce 0.7% rau $ 16,309.75
Ether tau nce 1.2% rau $ 1,186.45
bonds
npas
West Texas Intermediate crude nce 1.6% rau $ 78.45 ib chim
Spot kub tau nce 0.5% rau $ 1,750.85 ib ooj
Zaj dab neeg no tau tsim nrog kev pab los ntawm Bloomberg Automation.
- Nrog kev pab los ntawm Rita Nazareth, Richard Henderson thiab Rik Stevens.
Feem ntau Nyeem los ntawm Bloomberg Businessweek
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Tau qhov twg los: https://finance.yahoo.com/news/asia-set-mixed-open-rates-224338291.html