Wall Street tuaj yeem kwv yees qhov kev pheej hmoo nyiaj txiag ntau dhau.
Thaum cov tub ua lag luam tsom mus rau qhov tsis txaus ntseeg inversion ntawm cov tsib xyoos thiab 30-xyoo Treasury Note yields, Canaccord Genuity's Tony Dwyer tab tom tsom mus rau qhov kev xav zoo hauv lwm qhov ntawm kev lag luam nyiaj txiag.
Raws li Dwyer, peb lub hlis piv rau tsib xyoos cov txiaj ntsig qhia pom kev noj qab haus huv ntawm Asmeskas kev lag luam vim tias nws nce siab.
"Nws ntsuas qhov sib txawv ntawm qhov chaw qiv nyiaj qiv nyiaj tau txais nws cov nyiaj ntawm, lawv yuav tsum them dab tsi, piv rau qhov lawv them lossis nqis peev ntawm," lub tuam txhab tus thawj coj ua lag luam tau hais rau CNBC's "Nyiaj ceev nyiaj” hnub Monday. "Peb tsis nrhiav kev lag luam poob qis vim tias qhov txiaj ntsig zoo uas ua rau kev qiv nyiaj tseem zoo heev."
Dwyer lees paub qhov kev lag luam tag nrho yog qhov cuam tshuam txog kev lag luam - tab sis tsis txaus ua rau muaj kev lag luam poob qis.
“Kev ntshai yeej muaj tseeb. Asia zoo li muaj kev ntxhov siab nrog kev kaw ntau dua. Teb chaws Europe tab tom mus rau kev lag luam poob qis, yog tias tsis nyob hauv ib qho vim muaj ib zaug hauv ib tiam neeg ua tsov rog nyob ntawd, "nws hais. "Tebchaws Asmeskas raug cuam tshuam los ntawm tus nqi siab dua. Yog li, nws yeej yog qeeb qeeb. "
Dwyer cia siab tias Tsoom Fwv Teb Chaws Reserve tseem yuav nce nqi ntxiv nyob rau ob peb lub hlis tom ntej no.
“Tsis muaj lus nug kev nce nqi siab. Cov nqi nce mus siab dua, "Dwyer tau hais. "Fed yog nyob rau hauv ib lub thawv. Txawm hais tias qhov kev poob qis, lawv yuav tsum tau nce nqi. "
Nws pom cov khoom lag luam raws li kev tiv thaiv kev nce nqi thiab npaj rau yuav ib puag ncig tsis muaj zog. Raws li keeb kwm tiam sis thaum lub sij hawm zoo sib xws backdrops, Dwyer ntseeg tus S&P 500 yuav loj dua lub sijhawm no rau xyoo tom ntej.
Tab sis tam sim no cov tub ua lag luam yuav xav tau lawv tus kheej rau kev lag luam qus swings.
"Peb hu nws tumultuous"
Nws teev cov paj laum rhiab ua si Cov Txuj Ci Loj thiab hlauv taws xob raws li nws qhov zoo tshaj plaws contrarian tswv yim. Dwyer kwv yees tias kev lag luam qeeb qeeb yuav muab qee qhov kev txo nqi nyiaj txiag hauv lub xyoo thib ob thiab muab Fed tus nqi hikes rau ncua.
"Lub khw zoo li yuav luag tus nqi hauv kev lag luam poob qis vim tias thaj chaw uas yuav tsum ua qhov zoo tshaj plaws nrog tus nqi siab dua tau poob qis," Dwyer tau hais.
S&P 500 tau kaw ntawm 4,575.52 hnub Monday thiab tau tawm 4% txog rau xyoo no.
Tau qhov twg los: https://www.cnbc.com/2022/03/28/recession-fears-tied-to-yields-are-overblown-canaccords-tony-dwyer.html