Nov yog 30 cov khoom lag luam uas Goldman Sachs nyiam thaum kev lag luam stutters thiab kev lag luam gyrate

Qhov twg los nqis peev tiv thaiv qhov teeb meem tsis zoo no? Peb hu nruab hnub los ntawm Goldman Sachs cov tswv yim muab cov pab pawg sib npaug uas lawv hais tias tuaj yeem tuav lawv lub sijhawm tsis paub tseeb.

"Cov khoom lag luam ruaj khov -- cov uas muaj tus nqi qis thiab cov nyiaj khwv tau los loj hlob tsis zoo - feem ntau ua tau zoo nyob rau hauv ib puag ncig ntawm kev lag luam qeeb qeeb thiab kev nruj nyiaj txiag," hais tias ib pab neeg coj los ntawm Ben Snider thiab David Kostin hauv tsab ntawv ceeb toom los ntawm hnub Monday lig.

Tom qab ua lag luam tawm tsam qhov muaj zog thoob ntiaj teb kev lag luam rov qab rau ob xyoos dhau los, lawv cov pob khoom ruaj khov tau ua tiav zoo dua S&P 500.
SPX,
+ 1.61%
los ntawm 5 feem pua ​​​​cov ntsiab lus nyob rau lub hlis dhau los, nrog ntau "chav khiav," lawv hais.

Cov khoom lag luam tseem pheej yig, ua lag luam ntawm tus nqi / nyiaj tau los ntawm ib puag ncig 8% piv rau 35 xyoo nruab nrab ntawm 15%. Thaum lub sij hawm zoo sib xws ntawm kev loj hlob qeeb thiab Fed nruj nyob rau hauv 2018, tus nqi hwm hovered ntawm 20% rau pawg ntawd, lawv sau tseg.

"Txawm hais tias qhov kev ua tau zoo tsis ntev los no, cov khoom lag luam ruaj khov tsis zoo li tus nqi qis uas tau hais los ntawm kev lag luam hloov pauv tsis ntev los no lossis peb cov kws lag luam 'GDP kev kwv yees," said Goldman.

Raws li cov npe ntawm cov khoom lag luam, lawv cov pob tawb ruaj khov muaj 50 Russell 1000
RUI,
+ 1.72%
cov khoom lag luam nrog qhov ruaj khov EBITDA kev loj hlob tshaj plaws hauv 10 xyoo dhau los. Tsis suav nrog yog cov uas nws qhov nyiaj poob qis tshaj xyoo dhau los hauv tsib xyoos dhau los nyob rau hauv qab 10% ntawm lawv cov haujlwm. Cov khoom lag luam hauv qab 10% ntawm lawv cov haujlwm raws li kev pom zoo 2023 EPS kev cia siab kuj raug cais tawm.

Hauv qab no yog kwv yees li 30 ntawm 50 cov khoom lag luam Goldman tau teev tseg:

Cov npe nyiaj txiag suav nrog Marsh & McLennan
MMC,
+ 0.94%,
Bank ntawm New York
BK,
+ 0.67%,
Nasdaq
NDAQ,
+ 1.51%
thiab Northern Trust
NTSE,
+ 1.17%,
thaum Sonoco Khoom
tus tub,
+ 2.33%
yog cov khoom siv ib leeg xwb. ResMed
RMD,
+ 3.20%,
Amgen
AMGN,
+ 0.57%,
Johnson & Johnson
JNJ,
+ 3.05%
thiab Cerner
CERN,
+ 0.16%
yog cov npe kho mob, Verisk Analytics
VRSK,
+ 1.95%
thiab Kev Tswj Pov Hwm
WM,
+ 0.68%
rau cov npe industrials thiab AmDocs
DOX,
+ 0.02%,
CDW
CWJ,
+ 1.32%,
Oracle
ORCL,
+ 1.71%,
Western Union
WU,
+ 1.58%,
Paychex
PAB,
+ 1.26%
thiab VeriSign
VRSN,
+ 2.33%
yog nyob rau hauv ib pawg loj ntawm IT npe.

Thaum kawg, lub txhab nyiaj hu ua American Tower
AMT,
+ 1.91%
rau vaj tse thiab Xcel Energy
XEL,
+ 0.86%
rau kev siv hluav taws xob.

Nyeem: Cov 20 cov khoom lag luam muaj txiaj ntsig zoo yuav tsum nce tsawg kawg 70% xyoo tom ntej

Lub buzz

Netflix
NFLX,
+ 3.18%
yog nyob rau hauv cov nyiaj tau los tsom teeb, nrog cov tub ua lag luam nrhiav ib tug rov qab los ntawm streaming giant cov txiaj ntsig, vim tom qab kev lag luam kaw. Ua ntej ntawd, Johnson & Johnson
JNJ,
+ 3.05%
Tshuag poob rau Cov ntsiab lus poob siab thiab Hasbro
YOG,
+ 5.16%
kuj poob rau cov xov xwm nyiaj tau los. IBM
IBM,
+ 2.36%
kuj yuav qhia lig.

Plug Zog
PLUG,
+ 9.78%
shares yog nce rau ib kua ntsuab hydrogen shipping deal nrog Walmart
WMT,
+ 1.14%.

American Campus Tshuag
ACC,
+ 12.54%
yog dhia ntawm WSJ tsab ntawv ceeb toom tias Blackstone yog ze rau $ 12.8 billion deal rau tus tsim loj tshaj plaws thiab tus tswv ntawm cov tub ntxhais kawm vaj tsev nyob hauv Asmeskas

United
UA,
+ 4.50%,
Southwest , American
UA,
+ 5.66%
 , Alaska Cua
ALK,
+ 2.50%,
Delta
DAL,
+ 2.16%
thiab JetBlue
JBLU,
+ 2.92%
 tau nce siab dua tom qab tus kws txiav txim plaub ntug hauv Florida tawm tsam lub teb chaws daim npog qhov ncauj tswj hwm rau kev thauj mus los thiab cov tuam txhab lag luam tau tso tseg daim npog ntsej muag. Muaj kev zoo siab thiab jeering ntawm qee lub davhlau:

St. Louis Fed Thawj Tswj Hwm James Bullard tau hais tias nws yuav tsis txiav txim siab txog 75-qhov taw qhia tus nqi nce, nrog Chicago Fed Thawj Tswj Hwm Charles Evans thiab Minneapolis Neel Kashkari vim hais lus hnub Tuesday. Ua ntej ntawd, cov ntaub ntawv qhia kev nce hauv vaj tse pib.

Raws li G20 cov thawj coj nyiaj txiag thiab cov tuam txhab nyiaj hauv nruab nrab tau ntsib hauv Washington, International Monetary Fund, ua raws li World Bank ceeb toom tias kev tsov rog Ukraine yuav. coj tus xov tooj rau kev lag luam thoob ntiaj teb.

Russia tau tshaj tawm tsab ntawv kawg tshiab rau Ukrainian kev tuav pov hwm hauv Mariupol, raws li nws cov tub rog tau pib tawm tsam tshiab rau sab hnub tuaj ntawm lub tebchaws nyob rau hauv qhov ntau pom tias yog ib qho kev tawm tsam tshiab. tshiab theem ntawm tsov rog.

Cov kev lag luam

stocks
DJIA,
+ 1.45%

SPX,
+ 1.61%

COMP,
+ 2.15%
tshem tawm qee qhov tsis muaj zog los ntawm yav dhau los thiab nce hauv kev lag luam thaum ntxov, thaum daim ntawv cog lus tawm los
TUBMUSD 10Y,
2.951%

TUBMUSD 02Y,
2.610%
yog sib xyaw. Roj
Qauv: CL00
+ 0.59%

BRN00,
+ 0.54%
thiab natural-gas nqi
NG00,
-0.96%
ua tsaug. Teb chaws Europe stocks
SXXP,
-0.77%
tau nyob rau hauv kev ntxhov siab txhua hnub, thaum Asia tau sib xyaw, nrog 2% poob rau Hang Seng
TSSI,
-0.26%,
coj los ntawm thev naus laus zis thiab txawm tias muaj kev txhawb nqa los ntawm Tuam Tshoj lub tuam txhab nyiaj hauv nruab nrab. Lwm qhov, Japanese yen
USDJPY,
-0.14%
tau plunged ntxiv, thaum cryptos yog thaws rov qab nrog bitcoin
BTCUSD,
+ 0.30%
rov qab tshaj $40,000.

Daim phiaj qhia

"Txawm hais tias qhov ze ze ntawm lub sijhawm ntawm thawj [Fed] taug kev thiab nkhaus inversion tej zaum taw qhia rau lub caij nyoog luv luv rau lub sijhawm no, kev teeb tsa kev lag luam hla tam sim no tsis taw tes rau qhov rov qab mus rau qhov sib cuam tshuam ntawm nkhaus flattening thiab Kev ua tau zoo ntawm kev ncaj ncees tom qab uas muaj nyob rau thaum xyoo 1960s thiab dhau los ntawm feem ntau ntawm xyoo 1970, "said ib pab pawg JPMorgan coj los ntawm Jason Hunter.

Lawv pom qhov zoo li hauv pem teb rau qhov ntsuas ntawm 4,100 txog 4,300, thiab "saib cov nqi tam sim no raws li kev sib koom ua ke cuam tshuam nrog kev tshem tawm thawj zaug ntawm txoj cai tswj hwm nyiaj txiag."

Cov tickers

Cov no yog cov neeg tshawb nrhiav tshaj plaws ntawm MarketWatch thaum 6 teev sawv ntxov Eastern Time:

Random nyeem

Ntev ntev MSNBC tus kws tshuaj xyuas kev ruaj ntseg hauv tebchaws koom nrog kev sib ntaus sib tua hauv Ukraine

Cov tub ntxhais hluas "nyiaj ntsuab rau kuv sab nraum" uas tua kom muaj koob meej los ntawm kev sim tawm tsam Dr Phil, them tag nrho cov nyiaj ntsuab rau $6.1 lab lub tsev.

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.