Txog thaum kev nce nqi nce siab thiab Tsoom Fwv Teb Chaws Reserve nres cov nqi nce mus, tus kws tshaj lij kev lag luam Jim Bianco ceeb toom Wall Street yog ib txoj kev mus rau kev nyuaj siab.
"Fed tsuas yog muaj ib qho cuab yeej los coj kev nce nqi thiab qhov ntawd yog lawv yuav tsum tau qeeb qeeb," tus thawj coj tshawb fawb Bianco hais rau CNBC "Nyiaj ceev nyiaj” nyob rau hnub Tuesday. "Peb yuav tsis nyiam qhov tshwm sim, tab sis dhau ntawm Eccles lub tsev hauv Washington, kuv tsis xav tias lawv chim siab dhau qhov lawv tau pom hauv khw muag khoom rau ob peb lub lis piam dhau los."
cov S&P 500 poob rau hnub thib tsib ua ke thiab tripped tob rau hauv lub lag luam dais hnub Tuesday. Qhov Performance index tam sim no tawm 23% los ntawm nws txhua lub sij hawm siab ntaus rau Lub Ib Hlis 4. Lub Nasdaq yog tawm 33% thiab cov Dow 18% ntawm lawv cov ntaub ntawv siab.
“Peb nyob hauv xov xwm phem yog xov xwm zoo vim tias koj tau txais 390,000 txoj haujlwm nyob rau lub Tsib Hlis,"hais tias Bianco. "Lawv [Fed] xav zoo li lawv tuaj yeem ua rau kev lag luam lag luam nyuaj yam tsis tsim kev poob haujlwm."
Meanwhile, lub benchmark 10-xyoo Treasury Note yield ntaus nws qib siab tshaj plaws txij li lub Plaub Hlis 2011. Nws yog tam sim no nyob ib ncig ntawm 3.48%, nce 17% dhau lub lim tiam dhau los.
'Ua tiav mess tam sim no'
Bianco tau npaj siab rau kev nce nqi rov qab los tau ob xyoos. Ntawm CNBC's "Kev Lag Luam Hauv Tebchaws" thaum Lub Kaum Ob Hlis 2020, nws ceeb toom kev nce nqi yuav nce mus rau qhov siab tsis pom nyob rau hauv ib tiam.
“Koj tau txais kev nruj nruj tuaj. Tus neeg yuav khoom loj tshaj ntawm daim ntawv cog lus tawm mus. Thiab, qhov ntawd yog Tsoom Fwv Teb Chaws Reserve, "said Bianco. "Koj tau txais lawv npaj siab yuav ua hawkish hauv kev nce nqi."
Bianco cia siab tias Fed yuav nce tus nqi los ntawm 75 lub hauv paus ntsiab lus rau hnub Wednesday, uas poob raws li Wall Street kwv yees. Nws kuj tau kwv yees lwm qhov 75 lub hauv paus taw tes taug kev ntawm lub rooj sib tham tom ntej hauv Lub Xya Hli.
"Koj tuaj yeem nce tus nqi txaus thiab koj tuaj yeem tua kev lag luam thiab koj tuaj yeem muaj kev thov poob ntawm pob tsuas thiab koj tuaj yeem muaj nce nqi mus down. Tam sim no, qhov ntawd tsis yog li koj lossis kuv xav kom ua tiav, "Bianco hais. "Muaj ntau txoj hauv kev uas lawv yuav dhau mus dhau mus thiab ua kom muaj kev ntxhov siab ntau dua ntawm qhov no."
Nws tawm tsam Fed yuav tsum pom kev puas tsuaj loj rau kev lag luam kom thim rov qab nws txoj cai nruj. Nrog kev nce nqi cuam tshuam rau txhua lub ces kaum ntawm kev lag luam, nws ceeb toom txhua yam cuab yeej cuab tam nyiaj txiag yog qhov yooj yim rau kev poob qis. Raws li Bianco, qhov tsis sib xws yog tawm tsam qhov muag muag lossis txawm tias qhov chaw mos.
Nws qhov tshwj xeeb yog cov khoom muag, uas yog positioned los tuav kev nce nqi. Txawm li cas los xij, Bianco ceeb toom tias muaj kev pheej hmoo loj nyob ntawd, ib yam nkaus.
“Koj tseem tsis tau muaj nyob rau hauv kev thov kev puas tsuaj. Thiab yog li, kuv xav tias txog thaum koj ua, cov khoom lag luam yuav nce mus ntxiv, "nws hais. "Tab sis qhov caveat kuv yuav muab rau tib neeg txog cov khoom lag luam yog lawv tau txais crypto qib ntawm qhov tsis muaj zog."
Rau cov neeg uas muaj kev kam rau siab rau qhov txaus ntshai, Bianco ntseeg tias tsoomfwv cov nyiaj tuav pov hwm kev lag luam yuav tsum pib saib zoo dua. Raws li 75 lub hauv paus ntsiab lus taug kev, nws pom lawv dhia 1.5% hauv ob lub lis piam. Tam sim no lub teb chaws nruab nrab tus nqi yog 0.08% ntawm cov nyiaj ua lag luam tus account, raws li Bankrate.com qhov kev tshawb fawb lub lim tiam tshiab ntawm cov tsev kawm ntawv.
Nws yuav tsis yooj yim nrog kev nce nqi. Tab sis Bianco pom ob peb txoj hauv kev rau cov tub ua lag luam.
Bianco tau hais tias "Txhua yam yog txoj kev ib txoj hauv kev tsis ncaj ncees lawm tam sim no,"
Tau qhov twg los: https://www.cnbc.com/2022/06/14/inflation-and-fed-sparking-one-way-trip-to-market-misery-jim-bianco.html