(Bloomberg) - Cov neeg ua lag luam tab tom nrhiav tus nqi hauv cov ntawv cog lus thawj zaug hauv kaum xyoo vim tias cov paj laum ntau dua ua rau cov nyiaj tau los ruaj khov txaus nyiam, raws li JPMorgan Chase & Co.'s Bob Michele.
Feem ntau Nyeem los ntawm Bloomberg
Cov txiaj ntsig ntawm qhov ntsuas Bloomberg daim ntawv cog lus sib sau ua ke tau nce mus rau 4.7% los ntawm 1.75% thaum kawg ntawm 2021 raws li Tsoom Fwv Teb Chaws Reserve tau pib ua kev txhoj puab heev-hiking kev tiv thaiv kev nce nqi. Nrog Fed qhia cov cim ntawm kev qeeb nws cov nqi nce, cov tub ua lag luam tuaj yeem cia siab tias yuav muaj kev lag luam ruaj khov ntau dua, Michele, tus thawj coj ua lag luam rau cov nyiaj tau los tas li ntawm JPMorgan tus thawj tswj hwm cov cuab yeej cuab tam $ 2.5 trillion, tau hais rau hnub Friday ntawm Bloomberg TV "Wall Street Week."
"Txhua lub platform tswj kev muaj nyiaj txiag hauv JPMorgan, txhua tus neeg siv khoom lag luam - lawv tuaj rau peb, lawv tau tso nyiaj rau hauv daim ntawv cog lus," Michele hais rau tus tswv tsev David Westin. "Cov ntawv cog lus rov qab los."
Cov khoom lag luam nyuam qhuav pib thaum lub lim tiam, nrog S&P 500 poob qis dua 1%, nqis 17% kom deb li deb hauv 2022. Cov nyiaj tau los tau nce nrog 2-xyoo Cov Nyiaj Txiag xaus rau lub lim tiam ntawm 4.5329% thiab 10-xyoo Treasuries ntawm 3.8288%, ib qho inverted. yield nkhaus uas feem ntau qhia txog kev poob nyiaj txiag yav tom ntej.
Ib qho kev cia siab ua rau muaj kev poob qis tsawg dua yog qhov tshwm sim ntawm kev xaiv tsa nruab nrab ntawm lub sijhawm, nrog Republicans tau txais kev tswj hwm ntawm US House of Representatives thaum Democrats tuav lub Senate, qhov xwm txheej yuav ua rau muaj kev hloov pauv loj hauv Washington, Michele tau hais.
Nws tau hais tias "Thaum muaj kev hloov pauv txoj cai loj, koj yuav tsum rov ua dua txhua yam hauv kev lag luam thiab nws yuav ua rau muaj kev puas tsuaj," nws hais. "Yog tias peb paub tias peb yuav muaj gridlock, peb tuaj yeem tsom mus rau kev txo qis nyiaj txiag thiab sim kom tsis txhob muaj kev lag luam poob qis thiab muaj qhov muag muag."
Feem ntau Nyeem los ntawm Bloomberg Businessweek
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Tau qhov twg los: https://finance.yahoo.com/news/higher-rates-mean-bonds-back-000308778.html