Michael Burry hais tias muag thiab Jim Cramer hais tias yuav. Raws li Fed ntsib, ntawm no yog li cas lawv ob leeg tuaj yeem ua tsis ncaj ncees rau cov khoom lag luam.

Nyob rau lwm qhov kawg ntawm cov spectrum, Jim Cramer hais tias nws zoo li peb nyob hauv lub khw muag nyuj tam sim no. "Yog tias peb nyob hauv kev lag luam bull, thiab kuv xav tias peb yog, koj yuav tsum npaj koj tus kheej," said Cramer, uas nws nyiam rau cov lus tsis txaus ntseeg tau nthuav tawm cov peev nyiaj uas tab tom nrhiav Securities thiab Exchange Commission pom zoo los twv tawm tsam nws cov kev xav. "Peb yuav tsum tau npaj rau hnub poob tam sim no vim tias hauv khw muag nyuj, lawv tab tom yuav lub sijhawm," CNBC tus kws tshaj tawm ntxiv.

Nws tsis tuaj yeem yog Burry lossis Cramer yog qhov tseeb.

Siv hnub kawg ntawm Lub Ib Hlis, uas cov khoom lag luam tau nce ntxiv cov ntaub ntawv qhia txog tus nqi ua haujlwm tau nce mus rau 1% ntawm peb lub hlis twg, uas yog qis dua qhov kev cia siab thiab tseem ceeb hauv qab 1.2% ntawm lub quarter thib peb. Nyob rau tib lub sijhawm, txawm li cas los xij, qhov ntsuas tau khiav 5.1% xyoo dhau los.

Neil Dutta, tus thawj coj ntawm kev lag luam ntawm Renaissance Macro Research, tau piav qhia rau Barry Ritholtz ntawm Masters of Business podcast Tus lej ntawd txhais li cas rau Fed. "Txawm li cas los xij, Fed pom kev ua lag luam ua lag luam yog cov kav dej [rau kev nce nqi]. Thiab yog tias cov nyiaj them poob haujlwm tau ua haujlwm, tam sim no, cia peb hais tias nws yog 5%, thiab cov khoom tsim tau yog 1%, ib thiab ib nrab, koj tab tom tham txog kev nce nqi ntawm peb thiab ib nrab feem pua-ish, "Dutta hais.

Dutta, uas tau pib ua haujlwm nrog David Rosenberg ntawm Merrill Lynch, tom qab ntawd rov qab los rau lub ntsiab lus. "Yog tias cov nyiaj khwv tau los tseem khiav ntawm plaub thiab ib nrab, 5%, nws yuav nyuaj [rau Fed txiav]. Kuv txhais tau tias, kuv ntxub hais nws zoo li no, nws tsuas yog txhais tau tias qhov kev poob qis uas koj yuav pom xyoo no kuj tseem hloov pauv. "

Yog tias Dutta yog qhov tseeb, qhov ntawd txhais tau hais tias Fed yuav tsis piv rau tus nqi txiav tawm hauv ib nrab xyoo tom qab, uas lub khw lag luam tsis zoo yuav coj mus zoo.

Txhua yam uas tau hais tias, Dutta tsis yog lub khw muag khoom lag luam, vim muaj cov txiaj ntsig ntawm cov lag luam. "Yuav ua li cas koj thiaj li tau txais cov nyiaj tau los poob qis yog tias qhov kev loj hlob nominal khiav ntawm 5%? Puas muaj leej twg hais txog nyiaj duas? Zoo li, tus duas tawm 10%. Tsis yog qhov ntawd muaj qhov cuam tshuam rau kev lag luam cov nyiaj tau los rau ntau lub tebchaws uas pauv ntawm S&P 500
SPX,
+ 1.46%,
”nws nug.

"Thiab kuv kwv yees lwm yam yog, nyob rau hauv ib txoj kev txawv, zoo li cov paj laum nqis los, thiab cov neeg betting ntawm Fed rau hom rov qab tawm, kua txiv hmab txiv ntoo ua lag luam vim tias koj pom cov khoom vaj khoom tsev.
XHB,
+ 4.77%
ntawm 52 lub lis piam siab tam sim no. "

Dutta nws tus kheej tsis tau kwv yees ntawm kev lag luam Tshuag hauv Ritholtz kev xam phaj, hais tias nws yog tus kws tshaj lij kev lag luam thiab tsis yog tus kws tshaj lij. Tab sis muaj lwm tus uas tau hais tias 2023 tej zaum yuav muaj kev ncua ntau dua li kev txav mus los ntawm ob qho tib si. Nick Reece, tus thawj tswj hwm ntawm Merk Investments tau hais tias "Kev poob qis thiab kev poob qis ntxiv hauv 10yr yields tuaj yeem muab (tsawg kawg yog ib feem) offsetting P / E ntau qhov kev txhawb nqa," said Nick Reece, tus thawj coj ntawm Merk Investments, hauv ib tsab ntawv lub lim tiam dhau los. "Crosscurrents tuaj yeem ua rau ib sab 'lub sijhawm kho' hauv kev ua lag luam, txawm hais tias muaj peev xwm ua rau poob qis ntawm txoj kev."

Lub khw

Asmeskas cov khoom lag luam yav tom ntej
ES 00,
-0.16%

NQ 00,
+ 0.09%
tau qaug zog ua ntej ntawm Fed kev txiav txim siab. Cov txiaj ntsig ntawm 10-xyoo Treasury
TUBMUSD 10Y,
3.492%
poob rau 3.48%. Cov xov xwm phem rau koj noj tshais: qe nqi tau nce siab, thiab tam sim no kas fes yav tom ntej
KC00,
-0.14%
yog nce 12% tshaj tsib zaug dhau los.

Yog xav paub ntxiv txog kev lag luam hloov tshiab ntxiv rau cov tswv yim ua lag luam ua lag luam rau cov khoom lag luam, kev xaiv thiab crypto, sau npe rau MarketDiem los ntawm Investor's Business Daily.

Lub buzz

cov Tsoom Fwv Teb Chaws Qhib Kev Lag Luam Pawg Kev Txiav Txim Siab yog thaum 2 teev tsaus ntuj Eastern, ua raws li Thawj Tswj Hwm Jerome Powell lub rooj sib tham xov xwm thaum 2:30 teev tsaus ntuj Tsis muaj qhov teeb meem uas yuav txhawj txog. Muaj nyob ze cov kev cia siab thoob ntiaj teb Fed yuav txhawb nqa tus nqi los ntawm lub quarter-point, yog li cov lus nug yog ntau npaum li cas ntxiv lub tuam txhab nyiaj hauv nruab nrab qhia tias nws npaj tau txais cov paj laum.

Muaj cov ntaub ntawv nthuav tawm ua ntej Fed tshaj tawm, suav nrog ADP daim ntawv tshaj tawm txog kev ua haujlwm, Lub Tsev Haujlwm Saib Xyuas Kev Tswj Xyuas Khoom Muag thiab kev qhib haujlwm.

Muaj ntau qhov kev nthuav tawm tom qab tau txais txiaj ntsig tom qab tau txais txiaj ntsig rau hnub Tuesday hmo ntuj, feem ntau yog poob qis. Advanced Micro Devices
AMD,
+ 3.73%
sawv tom qab tus tsim microchip qhia muaj zog tshaj li kev kwv yees muag thiab cov nyiaj tau los.

Snapchat tus tswv Snap
SNAP,
+ 4.24%
skidded qis dua tom qab sib xyaw ntawm plaub lub quarter thib plaub, raws li lub tuam txhab tsis tau qhia. Meta Platforms
META,
+ 1.30%,
uas tshaj tawm nws cov txiaj ntsig tom qab kaw, poob txog 1%.

Hauv Arts
Ea,
-0.24%
shares poob qis raws li tus tsim video game tau tshaj tawm qhov kev poob siab rau kev kwv yees thiab tshaj tawm qhov ncua sij hawm rau lub npe xav tau. Dating service operator Match Group
TSHIAB,
+ 3.28%
kuj tau poob qis raws li nws ceeb toom ntawm cov xwm txheej nyuaj los ntawm tsawg kawg thawj ib nrab ntawm lub xyoo. Western Digital
WDC,
-0.66%,
tus tsim cov ntaub ntawv khaws cia cov cuab yeej, ceeb toom ntawm qhov nyuaj tus nqi ib puag ncig nrog rau "cov khoom lag luam huab txuas ntxiv."

Thawj Tswj Hwm Joe Biden yuav tsum ntsib Tus Thawj Kav Tebchaws Kevin McCarthy, vim tias ob tog mus rau qhov kev sib tsoo ntawm cov nuj nqis. Lub Tsev Dawb kuj tau tshaj tawm kev siv zog los txiav cov nqi qiv nyiaj lig.

Qhov zoo tshaj plaws ntawm lub vev xaib

Ib tus neeg ua lag luam New York yog snapping txog Colorado River dej txoj cai.

Tus thawj tswj hwm nyiaj txiag dub swan ntawm kev sib tw 15 xyoo hais tias cov txheej txheem nyiaj txiag tau npaj rau kev kub ntxhov.

Zoo li Google
GOOGL,
+ 1.96%
tsis npaj rau muab cov kev tshawb fawb txog kev txawj ntse-styled rau Microsoft
MSFT,
+ 2.10%.

Top tickers

Ntawm no yog cov feem ntau cov khoom lag luam tickers thaum 6 teev sawv ntxov Eastern.

Daim phiaj qhia

Torsten Slok, tus kws tshaj lij nyiaj txiag ntawm Apollo Ntiaj Teb Kev Tswj Xyuas, hais tias tsis muaj ib qho ntawm cov ntsuas feem ntau siv los ntawm pab pawg uas txiav txim siab seb Tebchaws Meskas puas muaj kev lag luam poob qis yog qhia tias muaj kev poob qis tam sim no. Slok tau hais tias "Nws txuas ntxiv zoo li kev tsaws muag muag," Slok hais.

Random nyeem

Oops - ib lub chaw muag khoom hauv Suav teb tso ib Porsche tsheb ntawm kev muag khoom rau $18,000, tsis yog $148,000.

Connecticut tau teem rau exonerate liam witches ntau tshaj 375 xyoo tom qab.

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 tus Cov Tswv Yim Tshiab Zoo Tshaj Plaws hauv Nyiaj podcast nrog MarketWatch tus neeg sau xov xwm Charles Passy thiab tus kws sau nyiaj txiag Stephanie Kelton.