(Bloomberg) - Morgan Stanley's Lisa Shalett hais tias cov tub ua lag luam yuav tsum tsis txhob tos kev kho kom yuav vim rau ntau lub tuam txhab, nws twb tshwm sim lawm.
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"Yog tias koj saib hauv qab ntawm qhov ntsuas, 85% mus rau 90% ntawm cov khoom lag luam hauv khw tau raug kho los ntawm 52 lub lis piam siab, thiab ntau tus tau kho ntau npaum li 10% lossis 20%, "tus thawj coj peev ntawm Morgan Stanley Kev Tswj Nyiaj Txiag tau hais rau hnub Thursday hauv kev xam phaj ntawm Bloomberg TV's Saib Xyuas. "Peb xav tias qhov no yog ib qho kev xaiv khoom lag luam zoo tshaj plaws."
Shalett qhia txog kev xaiv cov tuam txhab uas tuaj yeem huab cua cov paj laum siab dua los ntawm Tsoom Fwv Teb Chaws Reserve thiab ua rau muaj kev ntxhov siab ntawm tus nqi-nyiaj tau los sib piv. Nws daim ntawv teev npe suav nrog kev sib koom ntawm cov tuam txhab uas zoo li yuav yeej cov nyiaj tau los kwv yees, nce cov nyiaj faib thiab ua kev yuav rov qab, "cov hom khoom uas yuav tso cai rau koj cov khoom lag luam rov zoo."
Shalett hais tias cov khoom lag luam uas tseem tsis tau them rov qab yog qee qhov "Teflon, megacap tech lub npe," ib feem vim tias "cov khw lag luam tau tsis ntseeg tshwj xeeb" tias Fed yuav xa cov kev tswj hwm hawkish ntawm cov paj laum nce thiab sib npaug. - daim ntawv khiav dej num, txav uas yuav tso dej tawm los ntawm kev lag luam nyiaj txiag. Lub tuam txhab nyiaj hauv nruab nrab tab tom hloov nws txoj cai los tawm tsam US kev nce nqi siab tshaj plaws hauv plaub xyoos.
Shalett tau hais tias "Nws yog ib lo lus nug ntawm qhov tseeb pom Fed ua raws," Shalett hais. "Tam sim no peb tau cog cov noob uas tsis yog tsuas yog tus nqi nce siab ntawm lub rooj thaum ntxov thaum Lub Peb Hlis, tab sis Fed feeb tiag tiag cog cov noob uas tej zaum peb yuav pom qhov sib npaug ntawm daim ntawv sib npaug. Thaum muaj qhov pom tseeb ntau dua ntawm qhov ntawd, qhov ntawd yuav yog lub hauv paus kawg hauv kev ua lag luam ntawm cov npe uas ua ntej no tau zoo li Teflon. "
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