Morgan Stanley hais tias kev lag luam tau txais kev hu xovtooj rau xyoo 2023, uas muab cov phiaj xwm rau cov tub ua lag luam kom npaj tau.

Thiab nws yog lub sijhawm ntawm lub xyoo thaum Phab ntsa Street pib dov tawm nws 2023 kev lag luam kev kwv yees, ib txoj haujlwm tsis txaus ntseeg. Peb hu nruab hnub los ntawm Morgan Stanley qhov twg ib pab neeg coj los ntawm Asmeskas tus kws tshaj lij tshaj lij Mike Wilson pom S&P 500
SPX,
+ 0.92%
ua tiav xyoo tom ntej yuav luag sib npaug nrog qhov tam sim no, ntawm 3,900.

Txawm hais tias qhov ntawd yuav zoo li tsis zoo me ntsis, lub sijhawm nruab nrab ntawm lub sijhawm yuav yog dab tsi tab sis, thaum Wall Street tau txais kev txhawb nqa los ntawm kev cia siab ntawm cov nyiaj tau los uas tseem nyob deb dhau qhov zoo, lub txhab nyiaj hais.

"Peb tseem raug txiav txim siab tias 2023 hauv qab kev pom zoo cov nyiaj tau los yog
Cov khoom siv siab dhau lawm, "hais tias Wilson thiab pab pawg, uas tau hloov kho lawv cov nyiaj tau los ntawm 2023 ib feem kwv yees qis dua 8% rau $ 195, uas yog 16% hauv qab kev pom zoo thiab 11% qis dua txhua xyoo.

"Tom qab dab tsi sab laug ntawm qhov kev tawm tsam tam sim no, peb pom S&P 500 txo qis '23 cov nyiaj tau los pheej hmoo qee zaum hauv Q123 ntawm ~ 3,000-3,300 tus nqi trough. Peb xav tias qhov no tshwm sim ua ntej ntawm qhov tshwm sim hauv EPS, uas yog qhov zoo rau cov nyiaj tau los poob qis, "Wilson hais.

Nws tau hais tias "Cov khoom lag luam yuav tsum pib ua cov txheej txheem kev loj hlob zoo ua ntej, thiab rov ua kom tiav rau xyoo ntawm 3,900 hauv peb cov ntaub ntawv hauv paus," nws hais.

Raws li kev txav mus los, Wilson tau hais tias lawv tseem tiv thaiv kom txog thaum cov kev kwv yees "xav txog lub bust." Lawv tau hloov kho cov staples kom hnyav dhau thiab txiav cov vaj tsev kom sib npaug, tawm hauv cov kev noj qab haus huv, kev siv hluav taws xob, thiab kev tiv thaiv.
oriented zog stocks. Consumer discretionary thiab tech hardware yog unchanged li underweights.

Qhov kawg nyiaj hauv ob sab phlu yog tias muaj kev ntxhov siab 2023 yuav muab txoj hauv kev rau 2024 zoo dua, qhov twg Wilson thiab co. pom qhov rov qab muaj zog raws li kev ua haujlwm zoo ntawm kev loj hlob -- cov nyiaj tau los loj hlob sai dua cov nuj nqis - "ie, tom ntej no boom."

Raws li qhov chaw lag luam sawv tam sim no, Wilson ceeb toom cov tub ua lag luam kom nyob twj ywm hloov tau, xa mus rau lub txhab nyiaj. tactical bullish hloov plaub lub lis piam dhau los.

"Tom qab lub sijhawm 12-lub hlis thaum ua siab tawv poob qis them nyiaj zoo nkauj, peb xav tias tam sim no peb yuav nkag mus rau theem kawg ntawm kev lag luam dais uas yuav tsum muaj kev pheej hmoo ntawm ob txoj kev," nws hais.

Nws pom "lub qhov rais ntawm lub sijhawm thaum cov paj laum mus sij hawm ntev feem ntau poob ua ntej qhov loj ntawm qhov kev poob qis tau cuam tshuam rau hauv kev kwv yees nyiaj tau los thiab kev lag luam," txhais tau tias nws yog lub sijhawm lig dhau los ntawm Fed txoj kev mus ncig thiab kev poob qis kawg.

Tab sis nco ntsoov tias lawv tab tom tham ncua ntawm no nkaus xwb. "Yog li, thaum peb xav tias muaj lub qhov rais rau cov khoom lag luam mus txog rau thaum xaus ntawm lub xyoo raws li kev lag luam npau suav ntawm ib ntus, Fed uas tau txiav yog tej zaum lub cim tsis zoo uas qhov kev lag luam tau tuaj txog (cov nyiaj them poob haujlwm tsis zoo)," Wilson hais. Nws daim ntawv qhia qhia tias cov khoom lag luam tsis zoo rau qhov ntawd:

Cov kev lag luam

Npaj rau yav tom ntej
ES 00,
-0.24%

NQ 00,
-0.50%

ES 00,
-0.24%
yog me ntsis qis, nrog cov nqi roj
CL.1,
-1.16%
tiaj tus, thaum tus duas
DXY,
+ 0.63%
yog siab dua, tej zaum noj cue los ntawm cov lus los ntawm Fed's Waller. Nws yog kev sib tham Asian sib xyaw, nrog kev nce qib hauv Hong Kong
TSSI,
+ 1.70%,
poob hauv Tokyo
NIK,
-1.06%.

Lub buzz

Kev muag khoom muag, lub xeev ntawm kev tsim khoom hauv New York thiab qee cov ntaub ntawv ntawm kev lag luam vaj tsev nyob hauv cov ntaub ntawv tsom teeb rau lub lim tiam no. Lub New York Fed qhov kev cia siab 1- thiab 5-xyoo kev nce nqi yuav tsum yog rau hnub Monday.

Tyson Cov Khoom Noj
TSN,
+ 1.43%
yuav tshaj tawm cov txiaj ntsig rau hnub Monday, nrog cov khw muag khoom kuj tseem tsom mus rau Walmart
WMT,
+ 0.15%
thiab Tsev Depot
HD,
+ 1.04%
tshaj tawm hnub Tuesday, nrog Target
TSO,
+ 5.44%
Hnub Wednesday, nrog rau Cisco
CSCO,
-1.91%
thiab Nvidia
NVDA,
+ 3.66%.

Lub Disney
DIS,
+ 5.03%
-owned Marvel sequel "Black Panther: Wakanda Forever" pom 2022 qhov thib ob zoo tshaj plaws qhib lub lis piam, thiab AMC shares
CMA,
+ 17.46%
muaj nyob rau hauv premarket.

“Kho koj cov tuam txhab. Lossis Congress yuav,” Sen. Ed Markey hluav taws rov qab ntawm Tesla
TSLA,
+ 2.75%
Thawj Tswj Hwm Elon Musk tshaj tawm Twitter tus tswv kev thuam. Musk, lub sijhawm no, hais rau G20 lub rooj sib tham tias nws muaj "ua haujlwm ntau dhau" ntawm nws lub phaj.

Nyob rau nruab nrab lub sij hawm, Nevada thiab Arizona yeej txhais tau tias Democrats yuav dai rau Senate, nrog Republicans tsawg dua 10 yeej deb ntawm lub tsev tswj hwm.

Yav tas los FTX tus thawj coj Sam Bankman-Fried tau xa qee qhov tsis txaus ntseeg tweets raws li cov tub ua lag luam txuas ntxiv saib rau ntau qhov poob ntawm nws bankrupt crypto pauv. Bitcoin
BTCUSD,
+ 1.37%
yog siab dua me ntsis ntawm $16,775.

Thiab: Koj yuav tsum nkag siab tias muaj dab tsi tshwm sim ntawm FTX, txawm tias koj tsis muaj crypto

US Thawj Tswj Hwm Joe Biden tuav nws thawj zaug kev sib ntsib nrog Suav Thawj Tswj Hwm Xi Jinping hnub Monday ntawm sab nraud ntawm G20. Thiab cov khoom ntawm Suav cov cuab yeej cuab tam tau nce hnub Monday tom qab Beijing tau kos npe tawm ntawm kev pab cuam rau kev sib ntaus sib tua.

Qhov zoo tshaj plaws ntawm lub vev xaib

Kev txhawj xeeb loj tuaj txog kev noj qab haus huv cuam tshuam ntawm puberty blockers.

Cov neeg ua haujlwm laus yuav tsum tau ua txhob yws yws txog koj cov npoj yaig hluas.

Tesla pom qhov khoob hauv cov xeev uas cov neeg muag khoom raug txwv: Pawg neeg thaj av.

Daim phiaj qhia

Puas yog lub khw lag luam rally muaj ntxiv mus? Saib 200-txhua hnub txav nruab nrab ntawm S&P 500, hais qee yam.

“Qhov ntawd ua rau muaj kev tawm tsam nyuaj heev hauv lub Peb Hlis thiab Lub Yim Hli. Yog li ntawd, yog tias nws tuaj yeem ua txhaum lub ntsiab lus saum cov kab ntawd, nws yuav qhia tau tias Q4 rally tuaj yeem / yuav tsum kav mus txog rau thaum xaus ntawm lub xyoo, "Mat Maley, Miller + Tabak. tus thawj tswj hwm kev lag luam, hais rau cov neeg siv khoom hauv nws lub lis piam ua ntej. puag ncig. Nov yog nws daim ntawv qhia:

Cov tickers

Cov no yog cov neeg tshawb nrhiav saum toj kawg nkaus ntawm MarketWatch thaum 6 teev sawv ntxov Eastern:

Random nyeem

Tus txiv neej pom Haribo qhov ploj lawm $ 4.7 lab daim tshev, tau txais muab khoom plig nrog gummy bears.

Diver Tau tau txais ib tug octopus puag.

Xav paub kom paub pib thaum ntxov thiab raug kho kom txog thaum qhib lub tswb nrov, tab sis sau npe tuaj ntawm no kom nws tau xa nws ib zaug rau koj lub npov email. Lub emailed yuav xa tawm thaum txog 7: 30 teev sawv ntxov.

Mloog Cov Tswv Yim Tshiab Zoo Tshaj Plaws hauv Nyiaj podcast nrog MarketWatch reporter Charles Passy thiab tus kws tshawb fawb nyiaj txiag Stephanie Kelton