Muab qhov kev pom zoo rau kev nce nqi hauv Teb Chaws Asmeskas siab uas zoo li yuav tshwm sim dhau xyoo 2022, Gargi Chaudhuri ntawm BlackRock Inc., tus thawj tswj hwm cov cuab tam loj tshaj hauv ntiaj teb, hais tias cov tub ua lag luam yuav tsum txuas ntxiv tiv thaiv lawv cov ntaub ntawv nrog cov nyiaj pauv pauv uas tsom mus rau kev nce nqi ntawm cov nyiaj tau los, cov khoom lag luam, kev tsim kho vaj tse. thiab vaj tse.
Hnub Wednesday cov neeg siv khoom-nqi daim ntawv tshaj tawm rau lub Kaum Ob Hlis zoo li yuav tsim cov xov xwm tshaj tawm xyoo dhau los ntawm ntau dua 7%, qhov siab tshaj plaws nyob rau hauv yuav luag 40 xyoo, thiab kom muaj kev cuam tshuam qhov "txoj kev loj" nce hauv kev nce nqi, Chaudhuri, tus thawj coj ntawm iShares. Kev nqis peev zoo rau Asmeskas, tau sau rau hnub Tuesday. Muaj ntau lub tswv yim tsim nyog yog qhov tsim nyog nyob rau hauv ib puag ncig uas kev nce nqi yuav zaum saum nws lub sijhawm ua ntej kis thoob qhov txhia chaw "txawm tias tom qab kis tus kab mob kis thoob qhov txhia chaw tau ua lawv txoj haujlwm."
Lub zeem muag ntawm kev nce nqi uas kub dhau mus ntev heev hauv Teb Chaws Asmeskas tseem nyob rau pem hauv ntej rau hnub Tuesday, raws li cov neeg tsim cai lij choj tau nug Asmeskas lub tuam txhab nyiaj hauv nruab nrab lub peev xwm los daws cov nqi siab thaum lub rooj sib hais ntawm Tsoom Fwv Teb Chaws Thawj Tswj Hwm Jerome Powell, uas tau raug xaiv los ntawm Thawj Tswj Hwm. Joe Biden los ua tus thawj coj thib ob ntawm lub koom haum.
Cov neeg lag luam tau ua pov thawj hauv kev sib tw, nrog Dow industrials
DJIA,
S&P 500
SPX,
thiab
nyiaj
tag nrho cov tig siab dua, txawm tias Nyiaj Txiag yields tseem sib xyaw.
Sau npe rau peb Cov Ntawv Xov Xwm Ua Lag Luam no
Cov tub lag luam tau pom tag nrho peb lub hlis ntawm cov ntawv xov xwm CPI nyeem uas tuaj ntawm lossis siab dua 7%, suav nrog lub Kaum Ob Hlis, thiab tsis txhob cia siab tias qhov ntsuas yuav poob qis dua 3% txog rau lub Kaum Ib Hlis. Lub caij no, cov npe loj xws li JPMorgan Chase & Co's
JPM
Jamie Dimon tau cia siab tias yuav muaj ntau tshaj plaub tus nqi nce los ntawm Fed xyoo no.
"Txawm hais tias peb tsis cia siab tias CPI kev nce nqi nce siab tshaj 6% kom pheej mus rau lub sijhawm nruab nrab, peb pom muaj chaw rau kev nce nqi kom nyob rau theem siab dua li lub sijhawm ua ntej muaj kev sib kis ntawm sub-2% cov nyiaj txiag tseem ceeb," Chaudhuri sau. "Kev txuas ntxiv ntawm qhov muaj zog rov pib dua tshiab, kev sib tw ntawm cov saw hlau txuas ntxiv, lub zog nyob rau hauv txhua qhov tseem ceeb ntawm kev nce nqi vaj tse ntawm CPI pob tawb, thiab cov neeg siv nyiaj txuag-thiab cov nyiaj ua haujlwm nplua nuj yuav ua rau muaj kev nce nqi siab dua."
Nws pom zoo kom cov tub ua lag luam tiv thaiv los ntawm kev siv ETFs tswj hwm los ntawm BlackRock xws li: iShares 0-5 Xyoo TIPS Bond ETF
TSHUA
; iShares TIPS Bond ETF
TSWV YIM
; iShares GSCI Khoom Muag Dynamic Roll Strategy ETF
COMT
; iShares Asmeskas Infrastructure ETF
IFRA
; thiab iShares US Real ETF
IYR.
Nws cov lus pom zoo zoo ib yam li cov uas nws tau muab hauv kev xam phaj Lub Kaum Ob Hlis nrog Bloomberg TV, txawm hais tias lub sijhawm ntawd nws tau hais tias nws xav tias kev nce nqi yuav qis dua tom qab xyoo 2022.
Nyob rau hnub Tuesday cov lus tawm tswv yim, Chaudhuri kuj tau hais tias nws pom zoo cov tub ua lag luam "barbell lawv cov ntaub ntawv nrog tus nqi.
VLUU
thiab qhov zoo tshaj plaws taw qhia sectors
CEEV
ntawm kev ua lag luam thiab tsom mus rau floating nqi bonds
ZAJLUS
hauv kev faib nyiaj tau los tas li. " Nws tsis tuaj yeem hu tau tam sim rau kev tawm tswv yim rau hnub Tuesday.
New York-based BlackRock tau saib xyuas tag nrho ntawm $ 9.46 trillion raws li lub quarter thib peb.
Nyeem: Larry Fink Xav Txuag Lub Ntiaj Teb (thiab Ua Nyiaj Ua Nws)
Tau qhov twg los: https://www.marketwatch.com/story/here-are-the-etfs-to-buy-on-persistently-higher-inflation-in-2022-and-beyond-says-blackrocks-head-of- isshares-strategy-11641927879?siteid=yhoof2&yptr=yahoo