(Bloomberg) - S&P 500 tab tom yuav poob qis, Morgan Stanley's Michael J. Wilson tau ceeb toom, vim tias cov tub ua lag luam tawm tsam nrhiav qhov chaw muaj kev ntshai ntawm kev poob qis thiab kev nruj nruj los ntawm Tsoom Fwv Teb Chaws Reserve.
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"Nrog kev tiv thaiv cov khoom lag luam tam sim no kim heev thiab muab qhov tsis txaus ntseeg me ntsis, S&P 500 zoo nkaus li npaj los koom nrog kev lag luam dais tsis tu ncua," Morgan Stanley tus kws tshaj lij hauv kev sau ntawv rau hnub Monday. "Lub khw tau raug xaiv los ntawm lub sijhawm no, nws tsis paub meej tias qhov kev sib hloov tom ntej no nyob qhov twg. Hauv peb qhov kev paub dhau los, thaum qhov ntawd tshwm sim, nws feem ntau txhais tau tias qhov ntsuas tag nrho tab tom yuav poob qis nrog yuav luag tag nrho cov khoom lag luam poob hauv kev sib koom ua ke. "
S&P 500 Index tau poob rau peb lub lis piam ua ke, poob rau qhov qis tshaj plaws txij li thaum nruab nrab Lub Peb Hlis rau hnub Friday vim cov tub ua lag luam tau khiav tawm ntawm cov khoom muaj nqis txaus ntshai thaum muaj kev ntshai ntawm kev ceev nyiaj txiag ceev thiab nws cuam tshuam rau kev loj hlob ntawm kev lag luam. Fed Chair Jerome Powell qhov kev pom zoo ntawm kev ua nruj ua tsiv los tiv thaiv kev nce nqi xa cov tub luam sib tw rau tus nqi hauv ib nrab-feem pua-tus nqi paj laum nce ntawm lub txhab nyiaj plaub lub rooj sib tham tom ntej.
Morgan Stanley cov kws tshaj lij tau hais tias Fed nrawm nrawm tab tom saib "txoj cai mus rau hauv cov hniav ntawm qhov kev poob qis" thiab tias thaum lub chaw tiv thaiv tau ua haujlwm zoo txij li lub Kaum Ib Hlis, lawv tsis pom muaj kev cuam tshuam ntau ntxiv rau cov khoom lag luam no vim tias lawv cov txiaj ntsig tau o.
Nyob rau tib lub sijhawm, cov kws tshaj lij tau hais tias qhov loj-cap pharma thiab biotech shares 'kev tiv thaiv tus yam ntxwv ua rau lawv zoo ib yam ua tau zoo nyob rau hauv ib puag ncig ntawm kev loj hlob ntawm cov nyiaj tau los qeeb, qeeb PMIs thiab nruj dua txoj cai nyiaj txiag.
"Raws li Asmeskas kev lag luam hloov mus rau lub caij nyoog dhau los thiab GDP / cov nyiaj tau los loj hlob zuj zus rau tag nrho kev lag luam thiab kev ua lag luam, peb xav tias Pharma / Biotech cov khoom tiv thaiv yuav ntau dua kev txhawj xeeb txog txoj cai thiab ua rau cov txheeb ze ua tau zoo dua," lawv sau.
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