Bill Smead, Smead Capital's Chief Investment Officer, paub zoo txog nws tus cwj pwm qis hauv ntiaj teb thiab tus nqi nyiaj nws lub tuam txhab muab, nrog kwv yees li 10%, txij li thaum lawv pib.
Txawm li cas los xij, hais lus nrog CNBC's Squawk lub thawv, Smead Capital Chief Investment Officer qhia nws xav ntawm vim li cas kev lag luam tam sim no tseem nco txog xyoo 1970s.
Nws tau sau tseg tias kev nce nqi tau nce mus rau 8.3% hauv Asmeskas thiab tej zaum yuav nyob ze rau 40-xyoo siab; Txawm li cas los xij, raws li Smead, kev nce nqi tsis yog qhov teeb meem nkaus xwb lossis tsuas yog vim li cas vim li cas qhov kev lag luam no zoo ib yam li xyoo 1970s.
"Lub peev nyiaj loj heev uas tau muab pov rau hauv kev lag luam uas yuav tau sim kom rov ua tiav, nws tsuas yog tsis zoo li ntawd, koj paub, nws tsis zoo li tom qab qhov nyiaj tau los loj heev los rau hauv lub cev thiab ua rau muaj kev cuam tshuam. Cov pej xeem zoo uas ua haujlwm ib txhij yuav tsuas nkag mus rau hauv nws lub qhov. "
Wolverine nce nqi
Txawm li cas los xij, kev nce nqi tau ua ib feem tseem ceeb hauv kev poob qis hauv kev lag luam, uas Smead dubbed Wolverine inflation.
"Peb nyiam hu cov nyiaj txiag uas tau tsim Wolverine inflation. Vim tias nws yeej tsis muaj cov tsiaj nyeg, thiab nws pib zoo li xyoo 1970 rau peb. "
Nyob rau xyoo 1970, kev nce nqi yog cuam tshuam nrog kev kub ntxhov ntawm lub zog, uas tseem muaj nyob rau niaj hnub kev lag luam, feem ntau yog vim muaj kev lag luam. tsov rog nyob rau hauv Ukraine. Tam sim no muaj musings ntawm OPEC lub teb chaws kom nce roj thiab roj ntau lawm los ua rau Russia tsis muaj roj, tab sis tsis muaj dab tsi tau lees paub txog tam sim no.
Raws li, thov kom muab nws coj mus rau qhov muaj peev xwm ntawm cov roj tshiab tsoo kev lag luam, Smead opined:
"Lub tswv yim no uas koj tuaj yeem rub koj cov ntiv tes thiab rub cov roj ntau thiab txhua yam yuav yog hunky-dory, uas yog hom lus dab neeg hauv nroog uas peb hu nws. Qhov tseeb yog qhov uas koj tuaj yeem ua rau ntau qhov kev tsim khoom yog Asmeskas, tab sis ib puag ncig lub siab nyiam thiab kev txhawb siab ntawm cov tuam txhab hluav taws xob tsis muaj los ua qhov ntawd. "
Hauv kev xaus, qhov kawg ntawm kev kub ntxhov ntawm lub zog zoo li yuav nyob rau yav tom ntej yog tias cov kws tshaj lij kev lag luam zoo li Bill Smead yog qhov tseeb. Qhov no yuav, qhov tseeb, txhais tau tias mob ntau dua hauv kev ua lag luam yuav nyob ua ntej rau cov tub ua lag luam.
Featured duab ntawm CNBC YouTube.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/smead-capitals-cio-says-global-economy-is-beginning-to-look-like-in-1970s-heres-why/