(Bloomberg) - Ib lub suab nrov tshaj plaws ntawm Wall Street lub suab ntawm cov roj thiab cov khoom lag luam, JPMorgan Chase & Co. tus kws tshaj lij Marko Kolanovic, tab tom qhia cov tub ua lag luam kom muag lub zog raws li cov nqi sib faib thiab cov nqi roj sib txawv.
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Cov lus pom zoo hauv tsab ntawv ceeb toom rau cov neeg siv khoom lig rau hnub Thursday yog nruj me ntsis txog lub sijhawm nyob ze thiab raws li lub tuam txhab tus thawj tswj hwm kev lag luam thoob ntiaj teb pom tias yog lub sijhawm los muag raws li "kev sib txawv loj heev tau qhib ntawm cov khoom siv hluav taws xob thiab tus nqi ntawm cov khoom siv hluav taws xob." Kolanovic cia siab tias cov nqi sib koom yuav poob ntau dua 20%, tab sis nyob rau lub sijhawm ntev tseem ntseeg tias kev lag luam tab tom ntsib "supercycle."
"Qhov no yog lub sijhawm luv luv hu xov tooj, thiab, muab lub sijhawm ntev dua peb tseem ntseeg hauv lub zog supercycle thiab kev lag luam dav rov qab los tom qab Fed pivot, qhov tseem ceeb rub rov qab (20-30%) hauv cov khoom siv hluav taws xob yuav nthuav qhia qhov nkag tau zoo. ” Kolanovic sau.
Lub S&P 500 Zog Index tau nce ntau dua 52% hauv 2022 thiab tsuas yog S&P 500 tseem ceeb sector hauv ntsuab rau lub xyoo. Lub caij no, tus nqi ntawm ib chim ntawm West Texas Intermediate poob 5% nyob rau tib lub sijhawm. Qhov ntawd qhib lub sijhawm muag, raws li Kolanovic, uas tau pom zoo tias cov tub ua lag luam muag cov khoom siv hluav taws xob tsis raug lossis txheeb ze rau cov roj av.
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Tau qhov twg los: https://finance.yahoo.com/news/jpmorgan-kolanovic-says-sell-energy-230917449.html