Raws li Fundstrat's Tom Lee, kev nce nqi nce siab yuav tsis kav ntev dua.
"Lub lim tiam dhau los, peb tau txais qee cov ntaub ntawv uas kuv xav tias tiag tiag qhia tias kev nce nqi tuaj yeem poob sai dua li qhov xav tau," tus kws tshaj lij qhia CNBC thaum ntxov lub hlis no.
Lee sau tseg qhov poob ntawm cov nqi roj av. Nws kuj tseem saib cov indices uas qhia pom tias kev nce nqi nce zuj zus.
"Lub Tsev Haujlwm Saib Xyuas Kev Tswj Xyuas Khoom Muag] tus nqi poob rau lub hli ntawm Lub Yim Hli, thiab qhov ntawd taw qhia rau [Tsoomfwv Tus Nqi Tshaj Tawm] muaj peev xwm mus txog zero feem pua hauv ob peb lub hlis," nws hais. "Thiab kuv xav tias qhov thib peb uas txhawb nqa zoo nkauj yog tias koj saib ntawm qhov muaj pes tsawg leeg ntawm [Consumer Price Index], 42% ntawm pob tawb tam sim no nyob rau hauv outright deflation."
Tus naj npawb xov tooj tseem txhawj xeeb. Thaum Lub Xya Hli, cov neeg siv khoom hauv Teb Chaws Asmeskas tau nce 8.5% los ntawm ib xyoos dhau los.
Tab sis Lee tseem muaj kev cia siab.
"Kuv xav tias tseem muaj qhov xav tsis thoob tuaj, thiab nws yog qhov tseeb tias kev nce nqi tuaj yeem txias sai dua, thiab keeb kwm qhia tau tias thaum nws pib tawg, nws poob sai heev."
Yog tias koj qhia qhov kev xav no, muaj ib qho kev lag luam uas koj yuav xav txog: khw noj mov.
Tsis nco
Ib tug ntaus-down sector
COVID-19 kis thoob qhov txhia chaw ua rau ib qho nyuaj tshaj plaws hauv kev ua haujlwm rau kev lag luam hauv tsev noj mov hauv keeb kwm. Thaum pib tshwm sim, cov khw noj mov hauv ntau thaj tsam tau raug yuam kom kaw tag nrho lossis tsuas yog muab kev tawm mus. Thiab txawm tias kev lag luam rov qhib dua, qee lub tsev noj mov tseem yuav tsum tau ua haujlwm ntawm kev txo qis.
Pom tseeb, tsis yog txhua lub tsev noj mov tau dim ntawm kev sib kis. Txawm li cas los xij cov uas tau ua tseem yuav tau ntsib lwm qhov kev sib tw - kev nce nqi nce ntxiv.
Cov nqi khoom lag luam wholesale tau nce ntau heev. Cov nyiaj ua haujlwm tau nce ib yam nkaus. Ntau lub tsev noj mov tau nce lawv cov nqi los them cov nqi khiav lag luam ntau dua. Tab sis cov neeg siv khoom tsis muaj nyiaj txiag tsis txwv.
Raws li kev tshawb fawb CNBC ua ntej xyoo no, 53% ntawm cov neeg Asmeskas hais tias lawv tau txo lawv cov khoom noj khoom haus vim yog nce nqi.
Txoj xov zoo? Muaj cov cim qhia tias qhov kev nce nyiaj nce siab tau yooj yim rau kev lag luam tsev noj mov.
Ua kom rov qab los
Thaum lub tsev noj mov saw Wingstop (WING) tau tshaj tawm Q2 cov nyiaj tau los thaum Lub Xya Hli 28, nws tau sau tseg qhov txo qis ntawm cov khoom noj, dej haus thiab ntim khoom, uas feem ntau tau tsav los ntawm 18.8% xyoo dhau ib xyoo poob ntawm tus nqi ntawm cov pob txha-hauv qaib tis.
"Peb nyob hauv txoj haujlwm tshwj xeeb rau ib nrab ntawm 2022 uas peb tau txais txiaj ntsig los ntawm kev muaj txiaj ntsig zoo ntawm cov pob txha-hauv tis, muaj cov ntaub ntawv pov thawj, nrog rau kev muag khoom tsav tsheb uas ua rau peb muaj kev ntseeg siab hauv peb lub peev xwm xa tawm ntawm peb qhov kev cia siab rau. 2022, "hais tias Wingstop tus thawj tswj hwm thiab CEO Michael Skipworth.
Cov tub lag luam nyiam cov xov xwm. Nyob rau hnub Wingstop tshaj tawm cov nyiaj tau los, nws cov shares tau nce 20%.
Thiab lub zog ntawd tau txuas ntxiv raws li Wingstop shares tam sim no pauv ntawm $ 134.86 ib thooj.
Wingstop tsis yog ib leeg. Nws cov phooj ywg, xws li Cracker Barrel Old Country Store (CBRL), BJ's Tsev noj mov (BJRI) thiab Jack hauv lub thawv (JACK) tau sib sau ua ke txij li Wingstop's Q2 cov nyiaj tau los tso tawm.
Yog tias qhov "lub ntsiab lus deflation" txuas ntxiv mus, cov khw noj mov yuav tuaj yeem pom cov hnub zoo dua tom ntej.
Yuav nyeem dab tsi tom ntej
Kab lus no muab cov ntaub ntawv nkaus xwb thiab yuav tsum tsis txhob muab txhais ua cov lus qhia. Nws tau muab yam tsis muaj kev lees paub ntawm txhua yam.
Tau qhov twg los: https://finance.yahoo.com/news/renowned-strategist-tom-lee-says-153500908.html