(Bloomberg) - Cov khoom lag luam tsim nyog yuav vim tias lawv tau poob mus txog tam sim no tias qhov kev poob qis ntxiv yuav tsis zoo li, raws li tus kws tshaj lij nyiaj txiag sab saum toj ntawm Goldman Sachs Group Inc.
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Qhov tsis sib xws ntawm kev lag luam poob qis yog li 50-50, uas lub khw twb tau suav nrog cov nqi sib koom thiab cov peev nyiaj tau los, Sharmin Mossavar-Rahmani, Goldman tus thawj coj peev rau kev tswj hwm nyiaj txiag, tau hais rau Bloomberg TV "Wall Street Week" rau hnub Friday.
Mossavar-Rahmani hais rau tus tswv tsev David Westin tias "Peb qhov kev pom yog nws twb tau txo qis me ntsis rau kev lag luam poob qis," Mossavar-Rahmani hais rau tus tswv tsev David Westin. "Kev lag luam kev ncaj ncees feem ntau yeej sib tw ua ntej cov nyiaj tau los, feem ntau yog li ntawm rau lub hlis ntxiv. Yog li peb tsis tas yuav pom lwm qhov kev poob qis loj. "
S&P 500 Index poob 3.4% lub lim tiam no - poob yuav luag 21% txog rau tam sim no xyoo no - tom qab Tsoom Fwv Teb Chaws Reserve Chair Jerome Powell tau qhia tias nws npaj yuav nce tus nqi paj hauv nws qhov kev ua tsov rog tsis txaus ntseeg ntawm kev nce nqi.
Mossavar-Rahmani tau hais tias "Nyob rau hauv tag nrho, kev lag luam kev ncaj ncees zoo li sib sau ua ke tom qab qhov kev poob qis," Mossavar-Rahmani tau hais. "Yog li nws puas ua rau muaj kev nkag siab, qhov tseeb, rau cov tub ua lag luam pib ua nruj dua nrog lawv cov ntaub ntawv pov thawj?"
Mossavar-Rahmani tseem tsis txaus ntseeg txog qhov kev cia siab rau Asmeskas cov peev txheej. Nyob rau nruab nrab Lub Cuaj Hli, nws hais rau Bloomberg tias nws cia siab tias yuav muaj 45% mus rau 55% txoj hauv kev ntawm Asmeskas kev lag luam mus txog xyoo 2023 thiab kev poob qis hauv cov khoom lag luam txhais tau tias "tsis txaus los txiav txim siab mus rau cov khoom tsis muaj zog thaum koj twb muaj xws li cov khoom lag luam. downdraft."
S&P 500 poob 9.3% hauv lub Cuaj Hli thiab rov qab tau 8% thaum Lub Kaum Hli.
Nws nyuaj rau hu rau hauv qab ntawm kev ua lag luam, yog li nws yog qhov zoo rau cov tub ua lag luam pib yuav tsis tu ncua tom qab qhov poob loj, Sarah Ketterer, tus thawj coj ntawm Causeway Capital Management, hais rau Westin.
Ketterer tau hais tias "Peb khaws cia ntxov," "Peb tau txais ntau npaum li cov khoom lag luam uas peb tuaj yeem ua kom tsawg li peb tuaj yeem ua tau thiab yog li tus nqi nkag nruab nrab feem ntau yog qhov txaus nyiam heev."
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