Hauv kev sib zog los tswj kev nce nqi nce ntxiv, Fed tab tom nce cov paj laum aggressively. Thiab nce tus nqi tau dhau los ua ib qho loj luag nyob rau hauv Tshuag lag luam thiab tus economy.
Tab sis raws li Ark Invest's Cathie Wood, Fed yuav tsis nyob twj ywm ntev dhau lawm.
Thaum nug seb nws puas xav tias Fed yuav nce cov paj laum lossis txiav lawv xyoo tom ntej thaum Bloomberg kev xam phaj tsis ntev los no, Wood cov lus teb yog "tom kawg."
Nws hais tias "Peb tau txais txhua yam cim qhia tias kev lag luam tsis muaj zog," nws hais tias, taw qhia tias kev ua lag luam yuav tsis muaj zog npaum li cov xov tooj hauv xov tooj qhia.
“Peb tab tom hnov ib qho kev tso tawm tom qab lwm qhov. Thiab peb paub [Challenger, Grey & Christmas] daim ntawv tshawb fawb hais tias kev tawm haujlwm tau nce 55% txog 60% xyoo dhau los. "
Nws tsis yog ib daim duab zoo nkauj. Tab sis Wood tseem mob siab rau nws cov ntsiab lus mus rau kev nqis peev.
Tsis nco
'Peb nyob rau hauv kev poob nyiaj txiag'
Cov nom tswv tsis nyiam siv "R-lo lus," tab sis cov lej qhia lwm yam: GDP tiag hauv Asmeskas tau poob ntawm tus nqi txhua xyoo ntawm 1.6% hauv Q1 thiab tom qab ntawd poob ntxiv 0.9% hauv Q2.
Ntoo lees paub qhov xwm txheej tsis zoo.
"Peb ntseeg tias peb nyob rau hauv kev poob qis: ob peb lub hlis twg ntawm qhov kev poob qis tiag tiag yog qhov pib ntawm qhov txhais," nws hais rau Bloomberg. "Peb lub hlis sib law liag ntawm kev poob qis hauv cov cim qhia, uas peb muaj tam sim no yuav qhia tib yam."
Kev poob qis hauv kev lag luam tuaj yeem ua rau Fed xav txog ob zaug txog kev nce qib.
Tab sis dab tsi txog nce nce nqi?
Ntoo tsis ntseeg tias tus lej sau nyiaj ntau tshaj plaws qhia tag nrho zaj dab neeg.
"CPI, thiab rau qee qhov ntsuas PPI, ob qho tib si yog qhov ntsuas qis. Fed tab tom tsav txoj cai tawm ntawm cov cim lag luam. "
Nws piav qhia tias cov nqi kub - uas nws hu ua "qhov ntsuas nyiaj txiag tiag" - tau nce siab thaum Lub Yim Hli 2020 thiab tam sim no nyob rau hauv qis kawg ntawm kev lag luam tsis ntev los no.
Nyob twj ywm rau innovation
Tsis muaj teeb meem dab tsi Fed ua tom ntej, nws qhov kev nce qib loj - lossis qhov kev cia siab ntawm cov nqi nce siab - tau ua rau poob qis hauv khw lag luam.
Lub S&P 500 poob qis 12% xyoo rau hnub tim, thaum Wood's flagship fund Ark Innovation ETF (ARKK) poob ntau dua 45% nyob rau tib lub sijhawm.
Tab sis tus super investor yog lo rau nws rab phom.
Thaum nug tias vim li cas ho tsis khaws nyiaj ntsuab ntxiv (tshwj tsis yog faib rau cov khoom lag luam) muab qhov kev lag luam nyuaj no, Wood cov lus teb yog qhov yooj yim: "Peb yuav 100% nqis peev hauv kev tsim kho tshiab."
Nws piav qhia tias kev tsim kho tshiab yuav daws teeb meem - thiab muaj ntau yam teeb meem tam sim no.
"Peb muaj teeb meem ntawm cov saw hlau, uas peb tseem hnov txog. Peb tau txais hluav taws xob thiab khoom noj khoom haus nce nqi vim yog tsov rog, ua rau neeg siv khoom txaus ntshai heev, "hais tias Wood.
"Thiab yog li kuv xav tias zoo dua, pheej yig dua, sai dua, tsim tau ntau dua, ua haujlwm tau zoo, muaj tswv yim ntau dua, yuav yeej. Nov yog qhov innovation. "
Tseeb tiag, peb tuaj yeem pom cov ntsiab lus kev nqis peev hauv qhov kev tuav pov hwm sab saum toj ntawm ARKK.
Tesla (TSLA): lub tuam txhab hluav taws xob tsheb tam sim no yog qhov loj tshaj plaws tuav ntawm ARKK, suav txog 8.9% ntawm cov nyiaj hnyav. Hauv tsab ntawv tshaj tawm ua ntej xyoo no, Ark Invest tau kwv yees tus nqi sib koom ntawm $ 4,600 rau Tesla los ntawm 2026 - sawv cev rau qhov muaj peev xwm nce siab tshaj 400% los ntawm qhov chaw cov khoom lag luam zaum hnub no.
Zoom Video Communications (ZM): Kev sib koom ntawm lub tuam txhab kev sib txuas lus video no tau poob ze li 40% hauv 2022, tab sis Ark Invest pom kev txhawb siab zoo nyob rau yav tom ntej tsis dhau deb. Ark Invest tau tshaj tawm cov ntaub ntawv tshawb fawb nyob rau lub Rau Hli, qhia txog seb Zoom tus nqi sib koom tuaj yeem ncav cuag $ 1,500 hauv 2026. Zoom yog qhov thib ob loj tshaj plaws tuav ntawm ARKK nrog qhov hnyav 8.3%.
Roku (ROKU): Roku - qhov thib peb loj tshaj plaws tuav ntawm ARKK - yog lwm lub npe raug ntaus. Shares tau poob 65% nyob rau hauv 2022. Tab sis lub tuam txhab tseem ua lag luam nyob rau hauv lub secular qauv ntawm on-demand video streaming. Hauv Q2, Roku ntxiv 1.8 lab tus lej siv nyiaj, nqa nws tag nrho cov nyiaj tau los rau 63.1 lab.
Yuav nyeem dab tsi tom ntej
Zwm npe rau peb MoneyWise kev nqis peev tsab ntawv xov xwm kom tau txais kev ntws tsis tu ncua cov tswv yim ua tau los ntawm Wall Street cov tuam txhab saum toj kawg nkaus.
Yog tias koj cov phiaj xwm so haujlwm tau raug pov tseg los ntawm kev nce nqi, ntawm no yog txoj hauv kev tsis muaj kev ntxhov siab rov qab taug kev
'Muaj ib lub khw muag nyuj nyob qhov twg': Jim Cramer cov lus nto moo qhia koj tuaj yeem khwv tau nyiaj txawm tias muaj dab tsi. Nov yog 2 lub zog tailwinds coj kom zoo dua hnub no
Kab lus no muab cov ntaub ntawv nkaus xwb thiab yuav tsum tsis txhob muab txhais ua cov lus qhia. Nws tau muab yam tsis muaj kev lees paub ntawm txhua yam.
Tau qhov twg los: https://finance.yahoo.com/news/economy-very-weak-heres-why-160000163.html