Puas yog nws muaj kev nyab xeeb los nqis rov qab rau hauv cov tsev tsim khoom tam sim no?

Kev muag khoom hauv tsev tshiab tau mus txog hauv qab, uas ua rau tam sim no lub sijhawm zoo tshaj plaws los mus yuav khoom hauv khw qhov chaw tsim khoJohn Lovallo hais tias. Nws yog Senior Equity Research Analyst ntawm UBS.

Cov ntsiab lus tseem ceeb los ntawm Lovallo qhov kev xam phaj ntawm CNBC

Nyob rau sab saum toj ntawm qhov ntawd, muaj kev sib tham ntawm tsawg dua hawkish Fed tam sim no tias kev nce nqi zoo li txo qis, uas tuaj yeem yog lwm qhov zoo rau cov khoom lag luam hauv tsev. Ntawm CNBC's "Power Lunch", Lovallo hais tias:

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Cov neeg tsim vaj tsev tau hais tias lawv tab tom pom cov cim ntxov ntawm kev ruaj khov. Cov khoom lag luam hauv tsev puas tuaj yeem ua haujlwm ua ntej tus nqi hloov? Nws yog ib qho kev lag luam thaum ntxov thiab qhov phem tshaj plaws zoo li tus nqi hauv. Yog li, kuv cov lus teb yog, yog, lawv tuaj yeem ua tau.

Lub iShares US Home Construction ETF tau nce lub zog txij li nruab nrab Lub Rau Hli tab sis tseem qis dua 20% rau xyoo uas Lovallo dubs lub sijhawm los ua kom yooj yim. nce raug rau homebuilders.  

Dab tsi yog cov khoom lag luam hauv tsev uas nws nyiam?

Rau cov neeg uas xav xaiv ib tus neeg cov khoom lag luam, lub npe tshwj xeeb tshaj tawm rau nws yog DR Horton Inc (NYSE: DHI) uas tau tshaj tawm cov txiaj ntsig zoo tshaj qhov xav tau rau nws cov nyiaj txiag Q3 lub hli tas los. Lovallo sau tseg:

Cov khoom lag luam tau battered ntau heev uas tsis muaj laj thawj ntxim hlub. Mus nrog qhov loj tshaj plaws thiab qhov zoo tshaj plaws, thiab qhov ntawd yog DR Horton. Lawv tau tsom mus rau thawj zaug, nkag mus rau theem - qhov xav tau ntawm kev ua lag luam thiab yog tus thawj coj zoo ib yam.

Wall Street tam sim no muaj qhov kev pom zoo "hnyav" qhov ntsuas ntawm DR Horton. Lwm cov npe uas nws nyiam hauv qhov chaw no suav nrog Owens Corning (NYSE: OC). Cov Tshuag nqis tsuas yog 2.0%, raws li tus kws tshuaj ntsuam UBS, muaj kev cia siab rau kev loj hlob.