Gloomy Goldman muab 20 'kev nyab xeeb' cov khoom lag luam nrog cov nqi qis dua 2 dais lag luam yav dhau los

Nws yog lub quarter nruj hauv Wall Street tus dais sleuth hnub no.

Goldman Sachs nyuam qhuav txo qis lawv 2022 US kev loj hlob kev kwv yees (rau 2.4% los ntawm 2.6%) thiab 2023 (mus rau 1.6% los ntawm 2.2%), raws li tus thawj coj laus Lloyd Blankfein ceeb toom ntawm "hnyav, siab heev" txaus ntshai rau US kev lag luam.

“Yog tias kuv tab tom khiav lub tuam txhab loj, kuv yuav npaj siab heev rau nws. Yog tias kuv yog tus neeg siv khoom, kuv yuav npaj rau nws, "nws hais dhau lub lis piam.

Tsis tas li ntawd ib lub tsev txhab nyiaj loj tshaj plaws ntawm Wall Street tau mus rau xyoo no, Goldman txiav nws qhov kawg-2022 S&P 500 lub hom phiaj rau 4,300. Lawv lub hauv paus tshiab kev kwv yees xav tias tsis muaj kev poob qis, tab sis yog tias qhov ntawd tshwm sim, cia siab tias yuav poob mus rau 3,600, lawv hais.

"Txawm hais tias S&P 500 cov tuam txhab tau tshaj tawm ntau qhov zoo tshaj li qhov kev cia siab 1Q EPS kev loj hlob ntawm 11%, cov tub ua lag luam tau raug mauled los ntawm 18% nyob ze- dais lag luam poob txij li qhov ntsuas tau nce siab thaum Lub Ib Hlis 3," hais tias tus thawj coj ntawm US Equity Strategist David Kostin, hauv ib daim ntawv.

Lawv cov nqi zog nplij siab thiab peb hu nruab hnub yog ib daim ntawv teev npe ntawm 20 cov khoom lag luam nrog cov nqi qis dua yav dhau los dais lag luam qis.

Cov tuam txhab no kuj muaj qhov loj thiab muaj peev xwm - qhov kev lag luam siab tshaj qhov nruab nrab yog xav tau rau lub sijhawm tsis paub tseeb - thiab daim ntawv tshuav nyiaj li cas, txhais tau tias lawv feem ntau tsis tshua muaj kev cuam tshuam rau kev lag luam qeeb vim tias lawv tuaj yeem tiv taus kev poob qis hauv kev lag luam qiv nyiaj, hais Kostin thiab pab neeg.

Raws li qhov txiaj ntsig zoo nkauj, qhov ntsuas tau piav qhia zoo li no: tus nqi / nyiaj tau los ntau tom qab 20% txiav plaub hau kom xav tau 2023 cov nyiaj tau los yog qis dua rau pem hauv ntej p / e hauv qab ntawm ob lossis ob qho tib si ntawm Lub Peb Hlis 2009 thiab Lub Peb Hlis 2020 dais lag luam .

"Qhov tseem ceeb, muab qhov sib txawv ntawm qhov sib txawv ntawm cov paj laum tiag tiag, cov khoom lag luam tseem ceeb muaj txiaj ntsig zoo dua niaj hnub no ntawm cov txiaj ntsig sib txawv ntawm cov txiaj ntsig ntawm qhov ntsuas tau zoo dua li lawv nyob rau xyoo 2009 lossis 2020," said Kostin thiab pab neeg.

Thiab cov khoom lag luam hauv daim ntawv teev npe no, tom qab muaj peev xwm txo qis 20% hauv 2023 EPS, tseem yuav muaj 2021-2023E cov nyiaj tau los txhua xyoo kev loj hlob ib feem ntawm kev loj hlob ntawm 4% piv nrog -2% rau lub tuam txhab nruab nrab S&P 500.


Kev tsis ntseeg siab

Nyeem: 'Tsis muaj chaw nkaum?' Dab tsi yog tom ntej no thaum cov khoom lag luam poob qis rau cov lag luam dais thaum muaj kev ntshai stagflation

Lub buzz

Nws yog da svidanya rau Russia rau McDonald's
MCD, Cov
-0.65%

raws li lub vas nthiv zaub mov loj tshaj tawm cov phiaj xwm tawm ntawm lub tebchaws thiab muag nws cov lag luam nyob ntawd, uas tuaj yeem raug nqi txog $ 1.4 billion. McDonald's kuj xav kom muaj kev nyab xeeb rau nws cov neeg ua haujlwm 62,000 nyob ntawd.

Tesla lub
TSLA,
-3.51%

Elon Musk tau hais rau Twitter's
TWG,
-5.49%

pab neeg raug cai tau liam nws ua txhaum ib daim ntawv cog lus tsis qhia tawm tshaj bots, tom qab nws tshaj tawm hnub Friday tias $ 44 nphom kev cog lus rau pawg social media tau tuav.

Kev nruj nruj ntawm COVID kev kaw cia ua rau poob qis khw muag khoom thiab kev lag luam ntau lawm hauv Suav teb, ob qho tib si cov ntaub ntawv teev qhov tsis muaj zog tshaj plaws txij li Lub Peb Hlis 2020, taw qhia Deutsche Bank.

Nws yog lub lim tiam loj rau cov txiaj ntsig ntawm cov khw muag khoom, nrog Walmart
WMT,
-0.08%

(saib saib ua ntej), Tsev Depot
HD,
-0.14%

thiab Hom Phiaj
TSO,
-0.90%

ntawm tap. Siv-ob kev sib tham
TSW,
-0.37%

yuav tshaj tawm cov txiaj ntsig tom qab hnub Monday kaw.

Lub teb chaws Ottoman State Manufacturing Performance index qhia ceeb tsis muaj zog nyob rau lub Tsib Hlis. Lub lim tiam lwm cov ntaub ntawv loj yuav yog hnub Tuesday tso tawm cov khw muag khoom muag rau lub Plaub Hlis.

Kev ua si platform Twitch tau hais tias nws tshem tawm ib daim vis dis aus ntawm qhov txaus ntshai tua neeg tuag ntawm 10 tus neeg nyob rau hauv Buffalo nyob rau hauv tsawg tshaj li ob feeb, txawm tias lwm yam kev sib raug zoo platforms tsis ceev li.

Cov kev lag luam

Kev tsis ntseeg siab

Asmeskas cov khoom lag luam
ES 00,
-0.52%

YM00,
-0.19%

NQ 00,
-1.09%

yog kev lag luam qis dua tom qab ntawd Tuam Tshoj cov ntaub ntawv, cov nqi roj
Qauv: CL00
+ 1.70%

BRN00,
+ 1.08%

poob, thaum Treasury yields
TUBMUSD 10Y,
2.866%

TUBMUSD 02Y,
2.569%

yog tiaj mus rau qaug zog. Tus duas
DXY,
-0.11%

thiab kub
GC00,
+ 0.18%

yog qis dua, thiab bitcoin
BTCUSD,
-4.75%

tsis muaj zog, kev lag luam tsuas yog qis dua $ 30,000 nrog feem ntau cryptocurrencies nyob rau hauv qis qis.

Nyeem: Crypto investor Barry Silbert muaj kev khuv leej thiab cov lus qhia rau cov uas tau poob hmoov zoo lub lim tiam dhau los

Cov tickers

Cov no yog cov neeg tshawb nrhiav saum toj kawg nkaus ntawm MarketWatch thaum 6 teev sawv ntxov Eastern Time:

Random nyeem

Goldman Sachs 'cov thawj coj loj hauv txhab nyiaj tau hais mus so txhua lub caij so lawv xav tau

Lub ntug hiav txwv Thaib ua nto moo los ntawm Leonardo di Caprio tab tom rov qhib dua. Tab sis tej zaum koj yuav tsis tuaj xyuas txhua lub sijhawm sai sai.

Xav paub kom paub pib thaum ntxov thiab raug kho kom txog thaum qhib lub tswb nrov, tab sis sau npe tuaj ntawm no kom nws tau xa nws ib zaug rau koj lub npov email. Lub emailed yuav xa tawm thaum txog 7: 30 teev sawv ntxov.

Xav paub ntau ntxiv rau hnub tom ntej? Sau npe rau Lub Barron Hnub, tag kis sawv ntxov piav qhia rau cov tub ua lag luam, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch sau ntawv.

Tau qhov twg los: https://www.marketwatch.com/story/gloomy-goldman-offers-20-safety-stocks-with-valuations-below-the-previous-2-bear-markets-11652700051?siteid=yhoof2&yptr=yahoo