S&P 500 mus rau hauv qab hauv thawj peb lub hlis twg, tsim kom muaj 'lub sijhawm yuav zoo heev,' hais tias Morgan Stanley's Wilson 

Nws tau hais tias "Koj yuav ua rau qis qis dua qee zaum hauv thawj peb lub hlis twg, thiab qhov ntawd yuav yog lub sijhawm yuav khoom zoo heev," kev xam phaj CNBC hnub Sunday. "Vim hais tias los ntawm lub sijhawm peb mus txog rau xyoo tom ntej, peb yuav tau saib rau xyoo 2024, thaum cov nyiaj tau los yuav tau nrawm dua."

“Kuv xav tias peb nyob rau theem kawg. Tab sis cov theem kawg tuaj yeem nyuaj heev, puas yog? 

Lub lim tiam dhau los, ib pab pawg ntawm Morgan Stanley cov kws tshaj lij coj los ntawm Wilson tau kwv yees S&P 500 yuav ua tiav xyoo tom ntej yuav luag sib npaug nrog qhov tam sim no, ntawm 3,900-theem. S&P 500
SPX,
-0.39%
kaw 0.4% ntawm 3,949 hnub Monday.

Thaum lub xyoo kawg ntawm 2023 lub hom phiaj yuav zoo li tsis zoo siab piv nrog rau theem tam sim no, Wilson xav tias txoj hauv kev "yuav tsis hloov pauv."

Nyeem: Kev lag luam yuav hloov mus rau theem 'kev cia siab' xyoo tom ntej, thiab cov tub ua lag luam yuav muaj tswv yim tsis txhob nco nws, hais tias Goldman Sachs

Tom qab tau txais qee qhov "pushback," Wilson thiab nws pab neeg tau piav qhia lawv qhov kev hu xov tooj kom ntxaws ntxiv rau hnub Monday, hauv ib daim ntawv uas suav nrog peb lub ntsiab lus ntxiv los xav txog thaum kawg ntawm 2023:

• Ua ntej, S&P 500 yuav tsis tawg ua ntej kev ua lag luam ua haujlwm. Hloov chaw, nws yuav ua rau muaj peev xwm ntawm qhov muag pom tau "qhov txiaj ntsig ntawm kev tsis ntseeg." Qhov kev sib npaug sib npaug yog tam sim no ua lag luam saum nws 200-lub lim tiam txav nruab nrab ntawm 3,639 (saib daim duab). Nws kuj pom muaj peev xwm rau qhov kev tawm tsam kom muaj ob txhais ceg ntxiv mus rau 4,150 lossis ntau dua los ntawm qhov kawg ntawm 2022.

• Txhawb nqa lawv txoj kev hu rau S&P kom qis qis hauv thawj peb lub hlis twg ntawm 2023, Wilson thiab nws pab neeg xav tias S&P 500 tuaj yeem qis dua ntawm 3,000 txog 3,300. Hauv peb qhov kev xav, qhov raug nqi yog "qhov siab tshaj plaws hawkishness" los ntawm Tsoom Fwv Teb Chaws Reserve, tsis yog "cov khoom khwv tau poob qis," pab pawg tau hais. Pab pawg tau kwv yees cov khoom siv 15-20% kev cog lus hauv cov nyiaj tau los tom ntej-ib-qib, tsis yog "nqi" 2015/2016 cov nyiaj khwv tau los.

• Txawm li cas los xij, Wilson pab pawg kuj pom qhov rov qab los ntawm thawj peb lub hlis twg trough raws li kev lag luam pib txo qhov kev loj hlob rov zoo ua ntej ntawm cov ntaub ntawv nyuaj uas tig mus rau kev tsim kho. "Nyob rau hauv peb qhov kev xav, peb nyob rau ntawm qhov taw tes hauv lub voj voog uas xav tias txoj hauv kev ntau tus nqi ua rau muaj kev nkag siab me ntsis vim qhov no yuav zoo li qhov chaw ua lag luam rau qee lub sijhawm."

Saib: Morgan Stanley hais tias kev lag luam tau txais kev hu xovtooj rau xyoo 2023, uas muab cov phiaj xwm rau cov tub ua lag luam kom npaj tau.

Wall Street cov ntsiab lus tseem ceeb tau pib lub lim tiam qis dua raws li qhov kev hloov tshiab ntawm COVID-19 kev kaw hauv nroog loj ntawm Tuam Tshoj tau hnyav rau Wall Street. S&P 500 poob 0.4% thiab Nasdaq Composite
COMP,
-1.09%
poob 1.1%.