Puas npaj tau nyiaj tawm qee qhov txiaj ntsig ntawm lub khw lag luam no? Txoj kev tawm mus tab tom yuav tshwm sim, tus kws tshaj lij hais tias

Zoo siab txais tos rau hnub Monday, nrog cov khoom lag luam poob qis thiab cov nqi roj tau raug mob hnyav tom qab ib pawg ntawm cov ntaub ntawv downbeat los ntawm Tuam Tshoj, nrog rau kev txiav txim siab tsis txaus ntseeg.

Qee tus hais tias lub ntiaj teb kev loj hlob lub cav qhov teeb meem kev lag luam muaj nyob rau hauv ib lub thawv sib txawv los ntawm lwm lub ntiaj teb, vim Cihna tus kheej-tsim qeeb qeeb los ntawm COVID txwv. Tab sis nws tsuas yog pov thawj ntxiv tias kev lag luam thoob ntiaj teb tseem nyob twj ywm wobbly.

Ntawm Phab ntsa Street, lub sijhawm no, cov neeg ua lag luam nce nyiaj twv txiaj ntawm kev lag luam muag muag thiab tsis tshua muaj siab Fed thawb S&P 500.
SPX,
+ 1.73%

thiab Nasdaq
COMP,
+ 2.09%

mus rau lawv qhov zoo tshaj plaws khiav ntawm txhua lub limtiam yeej txij thaum lub Kaum Ib Hlis 2021. Qhov ntawd yog qhov kev nce nqi mloog lus tau nqis, txawm hais tias mus rau qhov tseem ceeb ntawm 8.5% hauv Lub Xya Hli rau cov neeg siv khoom.

Yog li yuav ua li cas yog tias koj yog ib tus neeg ua lag luam uas muaj kev tsis ntseeg txog cov khoom lag luam txuas ntxiv qhov kev yeej no thiab nrhiav nyiaj tawm, tsawg kawg rau tam sim no? Peb hu nruab hnub los ntawm Michael O'Rourke, tus thawj coj ua lag luam tawm tswv yim ntawm JonesTrading, hais tias lub qhov rais ntawm lub sijhawm tab tom yuav qhib.

"Rau ob lub lis piam tom ntej no, Tsoom Fwv Teb Chaws Reserve yuav tsum tau npaj kev lag luam rau kev ceeb toom los ntawm Fed Thawj Tswj Hwm ntawm Jackson Hole tias FOMC xav tau kom tau txais txiaj ntsig zoo tiag tiag, uas txhais tau tias cov nqi yuav siab dua ntev dua," O'Rourke hais rau cov neeg siv khoom hauv ib daim ntawv.

"Qhov kev xa xov ntawd yuav pib muaj txiaj ntsig rau hnub Wednesday no nrog FOMC feeb. Kev Tsov Rog Txias nrog Tuam Tshoj tau nce ntxiv, yog li kev nce nqi yuav tawv ncauj ntau dua li qhov kev cia siab. Yog tias muaj cov tub ua lag luam uas tab tom nrhiav rau lub sijhawm thib ob los tawm ntawm kev lag luam kev ncaj ncees, qhov no yog nws, "O'Rourke hais.

Hauv tsib lub lis piam, nws cia siab tias cov nyiaj pub dawb yuav nyob rau ntawm nws qib siab tshaj plaws ntawm 14 xyoo, thiab txuas ntxiv nce ntxiv, thaum daim ntawv tshuav nyiaj tseem poob qis. "Muaj qee feem ntawm kev lag luam kev ncaj ncees uas tau paub lub lim tiam dhau los no raws li tus nqi - coj los ntawm lub zog thiab nyiaj txiag - kev loj hlob zoo dua," tus kws tshaj lij hais.

Nyeem: Inflation surge cools nyob rau lub Xya Hli. Koj puas tseem yuav ua si tiv thaiv nrog koj cov ntaub ntawv pov thawj?

O'Rourke tseem sau tseg tias thaum S&P 500 poob qis 10% xyoo rau hnub tim, nws tau nce 18% hauv ob lub hlis dhau los, thiab tau ua lag luam ntau dua 20 npaug ntawm cov nyiaj tau los. Nws tau hais tias "Raws li Standard & Poor's, cov nyiaj tau los loj hlob tam sim no kwv yees yuav yog 1%, thiab qhov ntawd yuav ua rau muaj kev cuam tshuam hauv thaj chaw tsis zoo," nws hais.

Kuj ceeb toom ntawm kev sib sau ua ke Jackson Hole yog Tim Duy tus kws tshaj lij nyiaj txiag ntawm SGH Macro Advisors.

"Kuv tsis paub leej twg yog tus xav tiag tiag li no, tab sis Tsoom Fwv Teb Chaws Reserve Chair Jerome Powell yuav tsis mus kov yeej kev nce nqi raws li ib qho kev taw qhia," Duy tau hais hauv tsab ntawv. Nws hais tias cov tub ua lag luam yuav tsum cia siab tias yuav muaj "kev hais lus tsis zoo ntawm txoj cai" uas tsis tso cai rau cov khoom siv dovish.

Ib txhia twb harking rov qab rau ib Lub Rau Hli kev xam phaj nrog 68-xyoo-laus kev nqis peev titan Stanley Druckenmiller, uas tau hais tias thaum kev nce nqi nce mus txog 5%, "nws yeej tsis poob qis yam tsis muaj kev lag luam," lossis cov nyiaj tau txais txiaj ntsig tshaj li CPI.

Druckenmiller kuj tau hais tias qhov kev cog lus muag muag yog "kev txhaj tshuaj ntev tiag tiag" tawm tsam "ntau xyoo keeb kwm." (Ntawm no yog ib tag nrho recap ntawm qhov kev xam phaj nrog John Collison, co-founder ntawm Stripe).

Cov kev lag luam

Npaj rau yav tom ntej
YM00,
-0.54%

ES 00,
-0.56%

NQ 00,
-0.34%

yog xa me nyuam rov, nrog roj av
CL.1,
-5.19%

BRN00,
-5.10%

tawm pem hauv ntej nrog 5%-plus tumble. Bond yields
TUBMUSD 10Y,
2.796%

TUBMUSD 02Y,
3.207%

tseem poob, thaum duas
DXY,
+ 0.42%

yog nce toj. Lwm qhov, bitcoin
BTCUSD,
-1.09%

tau tshaj $25,000 thawj zaug txij lub Rau Hli.

Lub buzz

New York lub teb chaws Ottoman State kev lag luam Performance index poob tob rau hauv qhov chaw tsis zoo - qhov tsis zoo 31.3 thiab qhov poob loj thib ob ntawm cov ntaub ntawv. National Association of Home Builders Performance index tseem yuav los.

Cov so ntawm lub lim tiam yuav pom cov khw muag khoom muag thiab cov lus ceeb toom ntawm Fed lub rooj sib tham zaum kawg hauv kev tsom mus rau hnub Wednesday, thiab kev muag khoom hauv tsev tom qab lub lim tiam.

Lub teb chaws Suav central bank poob nthav txiav ib tug tseem ceeb paj paj nyob rau hauv heels ntawm cov ntaub ntawv qhia ib tug rebound sputtering, nrog sluggish Hoobkas tso zis thiab khw muag khoom.

Wells Fargo
WFC,
+ 1.52%

tau tshaj tawm npaj kom txo nws cov nqi qiv nyiaj.

Elon Musk hais tias Tesla
TSLA,
+ 4.68%

muaj tsim ntau tshaj peb lab lub tsheb, ib tug thib peb ua nyob rau hauv Tuam Tshoj.

Nws yog lub lim tiam loj rau cov khw muag khoom tau nyiaj, nrog Walmart
WMT,
+ 1.85%

thiab Tsev Depot
HD,
+ 1.35%

vim tau tshaj tawm hnub Tuesday, ua raws li Lub Hom Phiaj
TSO,
+ 1.70%
,
Lowe's
QW,
+ 2.12%

and TJX
TXJ,
+ 1.65%

Hnub Wednesday, nrog rau cov thev naus laus zis loj Cisco
CSCO,
+ 1.55%
,
tom qab ntawd cov khoom siv ua liaj ua teb Deere
DE,
+ 1.72%

nyob rau hnub Friday.

Lub zog loj Saudi Aramco tau tshaj tawm cov ntaub ntawv $ 48.4 billion nyiaj tau los, khwv tau ntau dua hauv thawj ob lub hlis twg dua li Apple
AAPL,
+ 2.14%

tau khwv tau hauv peb.

Hnov los ntawm Carl Icahn ntawm lub Cov tswv yim tshiab zoo tshaj plaws hauv Nyiaj Festival Lub Cuaj Hli 21 thiab Cuaj Hlis 22 hauv New York. Tus tub luam legendary yuav nthuav tawm nws txoj kev xav ntawm lub xyoo no lub caij ua lag luam qus.

Qhov zoo tshaj plaws ntawm lub vev xaib

Lwm "Big Ib". Qhov kev puas tsuaj megastorm uas tos California.

Henry Kissinger ceeb toom US nyob ntawm "ntug ntawm kev ua tsov ua rog" nrog Russia, Tuam Tshoj.

Yuav ua li cas ib tug muaj zog kub tub luam raug rho tawm.

Daim phiaj qhia

peb daim duab qhia nruab hnub los ntawm Callum Thomas, tus thawj coj ntawm kev tshawb fawb ntawm Topdown Charts, qhia txog lub ntiaj teb kev poob qis hauv kev ntseeg siab ntawm cov neeg siv khoom "yuav luag sib piv cov tee pom thaum lub ntiaj teb kev kub ntxhov nyiaj txiag thiab kev kub ntxhov thoob ntiaj teb." Tab sis nco ntsoov qhov sib txawv loj ntawm cov neeg siv khoom thiab kev lag luam, nrog qee qhov kev txhawj xeeb txog dab tsi los tom ntej.

"Qhov tseeb, cov neeg paub txog tus qauv yuav pom tias kev ntseeg siab ntawm cov neeg siv khoom yog thawj zaug tawg hauv 2008, tsuas yog ua raws li kev lag luam kev ntseeg siab sai tom qab," sau Thomas.


Topdown kab kos

Top tickers

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

Ticker

Lub npe ruaj ntseg

TSLA,
+ 4.68%
Tesla

TWG,
+ 0.73%
Twitter

GME,
+ 3.27%
GameStop

CMA,
-4.01%
AMC Kev Lom Zem

AAPL,
+ 2.14%
Kua

MevB,
+ 21.83%
Pw Hauv Paus & Tshaj Tshaj

AMZN,
+ 2.07%
Amazon

AMD,
+ 2.76%
Advanced Micro Devices

NCO,
+ 1.39%
NIO

MSFT,
+ 1.70%
Microsoft

Random nyeem

New York tshaj tawm ua tsov rog —- ntawm lanternfly

Nws yog 6:30 teev sawv ntxov thiab cov qhua hauv tsev so Kev sib tw rau poolside loungers hauv Spain's Canary Islands.

Norway thuam tias tua Freya, ib 2,000-phaus walrus.

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.

Tau qhov twg los: https://www.marketwatch.com/story/ready-to-cash-out-some-gains-on-this-stock-market-run-an-exit-path-is-about-to-emerge- hais-this-strategist-11660560990?siteid=yhoof2&yptr=yahoo