Steve Weiss tseem nyob twj ywm ntawm kev ncaj ncees txawm tias pib zoo rau 2023

S&P 500 tau pib zoo rau xyoo tshiab, tam sim no nce ze li 5.0% xyoo dhau los. Tseem, Short Hills Capital Partners 'Steve Weiss ceeb toom qhov kev cia siab tsis ntev los no yuav ploj mus tom ntej.

Weiss piav qhia nws qhov kev xav ntawm kev sib raug zoo

Yog tias muaj dab tsi, Weiss sau tseg, qhov kev nce qib tshiab tshaj plaws tau ua rau muaj kev pheej hmoo-khoom plig rau cov tub ua lag luam sib luag. Hais lus nrog CNBC's Scott Wapner, nws hais tias:


Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Nws yog qhov phem dua vim tias koj tseem muaj qhov kev sib tham zoo siab uas qhov phem tshaj yog qab peb. Fed ua tiav. Yog lawm, lawv nyob ze rau qhov kawg, tab sis qhov cuam tshuam tsis ze rau qhov kawg tshaj qhov pib. Qhov ntawd yog qhov kuv tsom ntsoov rau.

Lub lim tiam dhau los, cov nyiaj txiag tseem ceeb tau nce 0.3% rau lub hli (Nyeem Ntxiv), rov hais dua yog vim li cas lub tuam txhab nyiaj hauv nruab nrab tau teeb tsa tus nqi davhlau ya nyob twg ntawm 5.1% xyoo no.

Piv rau lub Kaum Hlis qis, qhov ntsuas ntsuas ntsuas tau nce ntau dua 10% ntawm kev sau ntawv.

Nov yog qhov Volatility Index yog qhov taw qhia

Dab tsi tseem ceeb yog qhov CBOE Ua Tau Cov Teeb Meem Tau los yog VIX poob tag nrho txoj kev mus rau "18" rau hnub Friday - lwm lub teeb liab (raws li cov qauv tsis ntev los no) uas kev muag tawm yuav tuaj. Weiss ntxiv:

Neil Kashkari tau hais nag hmo, yog tias koj tab tom ua si qaib nrog Fed, Kuv twv rau Fed txhua zaus. Yog li, qhov kev pheej hmoo-khoom plig tsis tau hloov lub lim tiam no. Tseem muaj qhov tsis tseeb uas peb tau qis dua, peb mus siab dua, yog li pib yuav.

Nyob rau saum toj ntawm qhov ntawd, Asmeskas kev ua lag luam tseem tab tom ua kom muaj zog, tsim kom muaj chaw ntxiv rau Tsoom Fwv Teb Chaws Reserve kom nyob twj ywm nruj.

Nyuam qhuav pib lub hlis no, tus kws tshuaj ntsuam Piper Sandler kuj tau ceeb toom tias kev ua lag luam tuaj yeem poob rau 3,225 qib hauv lub hlis tom ntej raws li Invezz qhia ntawm no.  

Tau qhov twg los: https://invezz.com/news/2023/01/16/steve-weiss-still-dovish-on-equities/