Inflation tsis xav mus deb - thiab lub khw lag luam yog reeling. Qee cov khoom lag luam, txawm li cas los xij, tuaj yeem tau txais txiaj ntsig yog tias kev nce nqi tseem nplaum.
Cov neeg lag luam tau txais kev poob siab rau hnub Tuesday, thaum Lub Yim Hli tus nqi siv khoom lag luam ntaus cov xov hlau. Nws tau pom tias tus nqi tau nce 8.3% xyoo dhau los, ntaus qhov kev cia siab rau 8.1%. Thaum qhov ntawd yog lub hlis thib ob uas tus nqi nce nqi poob qis, thaum lub CPI tseem ceeb, uas tsis suav nrog zaub mov thiab lub zog, tau nce 6.3%, topping forecasts rau 6.1%.
Qhov ntawd tau ua rau lub khw lag luam poob qis. Cov
S&P 500
poob 34.3%, thaum lub
Dow Jones Muaj Nruab Nrab
poob 1,276.37 cov ntsiab lus, lossis 3.9%, thiab cov
Nasdaq Composite
poob qis dua 5.2%.
Nws tsis yooj yim pom vim li cas kev lag luam yuav tsis nyiam kev nce nqi. Cov nqi nce ua rau cov tuam txhab lag luam cov nyiaj tau los, thaum tus nqi nce tuaj yeem ua rau cov neeg siv khoom xav tau. Tab sis qhov kev ntshai tiag tiag yog Tsoom Fwv Teb Chaws Reserve yuav tsum tau nqa cov paj laum ntau dua li nws sim ua kom txo qis kev thov los tawm tsam kev nce nqi.
Qhov xwm zoo yog tias muaj qee cov khoom lag luam uas tseem tuaj yeem tau txais txiaj ntsig los ntawm kev nce nqi. MSCI's inflation-exposed portfolio tau outperformed MSCI USA Index txij li thaum inflation tau tshwm sim nyob rau hauv thawj ib nrab ntawm 2021. Qhov hnyav tshaj plaws nyob rau hauv cov ntaub ntawv no yog cov stocks nyob rau hauv lub zog, cov ntaub ntawv, thiab industrials sectors, sectors uas tau outperformed xyoo no.
Roj tau ua ib daim ntawv tshaj tawm me nyuam rau kev nce nqi ua si hauv kev lag luam kev ncaj ncees. Cov
Lub Zog Xaiv Cheeb Tsam SPDR ETF
(XLE), uas muaj cov chaw tsim khoom roj thiab cov chaw muab cov kav dej, tau nce 31% rau xyoo. MSCI Tebchaws Asmeskas, lub sijhawm no, tau poob ntau dua 14%. Qee qhov kev lag luam thoob plaws tau tshwm sim los ntawm kev nce nqi roj thiab roj, uas tau txhawb nqa cov txiaj ntsig ntawm cov neeg tsim khoom.
Cov khoom lag luam tau txais txiaj ntsig los ntawm tus nqi muaj zog, thiab. Nucor (NUE), cov chaw tsim khoom steel thiab cov khoom siv ntawm lub
Cov Khoom Siv Xaiv Sector SPDR ETF
(NUE), tau nce 21% xyoo no. Lub tuam txhab tau hais rau nws cov nyiaj khwv tau los tsis ntev los no hu tias nws tau nce tus nqi hnyav, txaus rau cov kws tshuaj ntsuam kom kwv yees kev muag khoom loj hlob ntawm 16%, txog $ 42.3 billion, hauv 2022, raws li FactSet. Txawm hais tias lub tuam txhab cov paj tau paj tag nrho yuav tsum poob qis li ntawm ib feem pua ntawm cov xyoo dhau los raws li cov nqi nce, cov txiaj ntsig kev khiav hauj lwm yuav tsum tseem loj hlob los ntawm 18%.
Qee cov khoom lag luam, ib yam nkaus, yuav tsum tau txais kev txhawb nqa los ntawm tus nqi siab dua. Shares ntawm
Deere & Co
.
(DE), cov chaw tsim khoom ntawm tsheb ua liaj ua teb, tau nce 8% xyoo no. Nws cov khoom muaj nqi txaus los tso cai rau lub tuam txhab nqa tus nqi tsis poob cov neeg siv khoom. Qhov ntawd tsuas yog qhov uas lub tuam txhab tau ua, raws li cov kws tshuaj ntsuam xav tias 2022 kev muag khoom yuav loj hlob 17% rau $ 47.9 nphom thiab rau tag nrho cov paj tau nthuav dav.
Txawm li cas los, muaj ib tug caveat. Nrog rau tag nrho cov kev nce nqi no txhawb cov paj laum ntau dua, kev lag luam tuaj yeem tiv taus kev puas tsuaj txaus uas cov khoom lag luam thiab cov nqi tuaj yeem cuam tshuam. Tias yog vim li cas feem coob ntawm cov khoom lag luam hauv S&P 500, raws li FactSet, tau raug ntaus hnub Tuesday. Thiab qhov ntawd suav nrog cov khoom lag luam hais saum toj no. Cov nyiaj hauv ob sab phlu yog tias cov khoom lag luam tseem muaj qhov zoo tshaj plaws ntawm kev siv nyiaj nce ntxiv kom lawv cov nyiaj tau los ruaj khov dua li lwm lub tuam txhab tuaj yeem ua tau.
Yam tsawg kawg, lawv tuaj yeem ua tau zoo dua ntawm kev ua lag luam - txawm tias lawv poob.
Sau ntawv rau Yakhauj Sonenshine ntawm [email tiv thaiv]