Ntshai stagflation thiab cov paj laum siab dua, cov thawj tswj hwm nyiaj txiag thoob ntiaj teb tau khaws nyiaj ntsuab nyob rau theem tsis pom hauv ob xyoo lawm.
Qhov ntawd yog raws li "kev poob qis heev" Lub Tsib Hlis kev tshawb fawb ntawm cov thawj coj nyiaj txiag thoob ntiaj teb tau tso tawm los ntawm pab pawg ntawm Bank of America cov kws tshaj lij coj los ntawm Michael Hartnett rau hnub Tuesday. Txoj cai, "Yog tias lawv tuaj yeem tsis tuaj yeem tawm tsam tam sim no…" qhov kev tshawb fawb tau nthuav tawm cov nyiaj tau los siab tshaj plaws rau cov thawj coj txij li tam sim tom qab lub Cuaj Hlis 11, 2001 cov neeg ua phem tawm tsam hauv Tebchaws Meskas.
BofA Global Fund Manager Survey
Daim ntawv ntsuam xyuas qhia tau hais tias cov tub ua lag luam tam sim no cia siab tias 7.9 Fed cov paj laum nce hauv lub voj voog nruj no, los ntawm 7.4 hauv lub Plaub Hlis. Thiab kev faib nyiaj ncaj ncees tau nce. Cov thawj coj yog qhov luv tshaj plaws, lossis poob qis, ntawm cov paj laum rhiab tech stocks txij thaum Lub Yim Hli 2006, thiab qhov qis tshaj plaws ntawm cov khoom sib npaug txij li lub Tsib Hlis 2020.
Lub S&P 500
SPX,
tau flirting nrog dais lag luam thaj chaw - txhais tias yog 20% poob los ntawm qhov siab tsis ntev los no. Nws tau nqis 16.44% rau hnub Monday, los ntawm Lub Ib Hlis 3 cov ntaub ntawv kaw ntawm 4796.56, txawm tias kev lag luam taw tes rau kev muaj zog muaj zog rau hnub Tuesday.
BofA Global Fund Manager Survey
Lub Nasdaq Composite
COMP,
tau nqis 27% los ntawm nws lub Kaum Ib Hlis 19, 2021 kaw ntawm 16057.44.
Tab sis cov kws tshaj lij tsis pom kev lag luam tau mus txog "tag nrho capitulation" tsis tau, nrog cov khoom lag luam "yuav ua rau muaj qhov tshwm sim yuav tshwm sim," thiab qhov qis qis tsis ncav cuag. Qhov ntawd yog lub ntsiab lus hnyav ntawm kev sib cav ntawm Wall Street cov kws tshaj lij kev lag luam thiab cov kws tshuaj ntsuam. Capitulation tshwm sim thaum ib feem tseem ceeb ntawm cov tub ua lag luam succumbs rau ntshai thiab muag nyob rau hauv ib lub sij hawm luv luv ntawm lub sij hawm, thiab yog ib txwm ua raws li bounce.
Daim ntawv ntsuam xyuas kuj tau pom ntau cov ntaub ntawv siab pom rau qhov kev cia siab stagflation, nyob rau theem siab tshaj txij li lub Yim Hli 2008.
BofA Global Fund Manager Survey
Kev pheej hmoo nyiaj txiag lossis hawkish central banks tau dhau los ua qhov loj tshaj plaws hu ua "tail" kev pheej hmoo rau cov tub ua lag luam, thiab tau dhau los ntawm geopolitical raws li qhov kev pheej hmoo loj tshaj plaws rau kev lag luam nyiaj txiag ruaj ntseg.
BofA Global Fund Manager Ssurvey
Raws li rau qhov twg cov tub ua lag luam tab tom tso lawv txoj kev cia siab thiab nyiaj txiag, daim ntawv qhia hauv qab no qhia txog kev noj qab haus huv thiab cov khoom muag, nrog rau cov nyiaj ntsuab uas xav tau tshaj plaws tam sim no:
BofA Global Fund Manager Survey
Tau qhov twg los: https://www.marketwatch.com/story/is-it-now-or-never-for-a-stock-rally-fund-managers-cash-pile-is-the-biggest-since-2001- hais-bank-of-america-11652795511?siteid=yhoof2&yptr=yahoo