Cov khoom lag luam poob rau hnub Wednesday tom qab cov feeb los ntawm lub rooj sib tham FOMC kawg tau lees paub tias Tsoom Fwv Teb Chaws Reserve yuav pib nce cov paj laum raws li nws tus kheej kev txhawj xeeb txog kev nce nqi nce.
Qhov kev tso tawm ntawm Fed feeb feem ntau yog ib qho kev ntxhov siab, vim lawv feem ntau tsis ua dab tsi ntau tshaj li paub meej tias Fed tau hais dab tsi ntawm nws lub rooj sib tham tsis ntev los no. Cov tom kawg yog qhov tseeb ntawm cov feeb no, feem ntau, tab sis cov tshuaj tiv thaiv nyob deb ntawm dull.
Thaum Fed tau tshaj tawm thaum lub Kaum Ob Hlis Ntuj tau ntsib nws cov phiaj xwm txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txhawm rau txo qis kev pheej hmoo yuav tshwm sim sai dua li nws tau npaj. Qhov tseeb tias cov tuam txhab nyiaj hauv tuam txhab tau sib tham txog qhov ua tau kom txo qis nws daim ntawv tshuav nyiaj li cas, tshwj xeeb, ntxiv rau lub suab nrov dua, ib qho uas qhia tias Fed, tej zaum, txhawj xeeb txog kev nce nqi ntau dua li cov tub ua lag luam tau xav.
"Cov lus sib tham ntxiv tau lees paub Fed qhov kev hloov pauv tsis ntev los no thiab nws txoj kev xav pib tshem tawm cov kev pab nyiaj xyoo no," sau Lawrence Gillum, tus kws tshaj lij nyiaj txiag ruaj khov ntawm LPL Financial. "Txawm hais tias feem ntau ntawm cov ntaub ntawv tau paub, tias 'qee' cov tswv cuab xav pib txo Fed's $ 8.5 trillion daim ntawv tshuav nyiaj sai sai tom qab thawj tus nqi nce siab yuav raug tshuaj xyuas ntxiv hauv cov rooj sib tham tom ntej. Zoo li Fed xav txav nrawm dua li yav dhau los thiab cov txiaj ntsig, hla qhov nkhaus, tau nce siab dua ntawm qhov kev cia siab ntawm lub sijhawm nrawm dua. "
Tam sim no tsis paub meej tias yuav ua li cas nruj heev Fed yuav tshem tawm kev txhawb nqa los ntawm kev lag luam thiab kev lag luam. Rau feem ntau ntawm kev sib kis thoob ntiaj teb, Fed yog ultra "dovish" nrog nws txoj cai, lossis txhawb kev lag luam thiab kev siv nyiaj hauv kev lag luam. Tam sim no, nws tab tom tig "hawkish," uas zoo li tsis muaj chaw nyob rau cov tub ua lag luam.
Eric Merlis, tus thawj coj ntawm Citizens Global Markets tau hais tias "Nws tsis paub tias nyob rau sab nraud ntawm Fed yog super dovish txij li Covid,"
Tech stocks, tshwj xeeb, coj nws ntawm lub puab tsaig. Yog vim li cas: Bond yields tau nce, uas ua rau yav tom ntej cov txiaj ntsig tsis tshua muaj txiaj ntsig - thiab ntau lub tuam txhab thev naus laus zis suav nrog cov txiaj ntsig loj ntau xyoo los ntawm kab.
Lub 10-xyoo Treasury yield tau nce mus rau 1.7% los ntawm 1.51% Hnub Friday raws li cov nqi poob - nqi thiab cov txiaj ntsig tau txav mus rau qhov sib txawv. Nws yog qhov txiaj ntsig siab tshaj plaws txij li lub Kaum Hlis lig thiab tsis deb ntawm nws qhov kev sib kis-thaum lub sijhawm siab ntawm 1.75%. Cov txiaj ntsig zoo li ua si los ntawm kev cia siab rau kev nce nqi siab dua, uas hu rau cov nqi nce ntau dua 2% txhua xyoo nyob rau lub sijhawm ntev.
"Cov khoom lag luam tau nyob rau hauv siab [yields nce thaum cov nqi poob] thoob plaws hnub Wednesday qhov kev sib tham thiab thaum muaj kev sib cav hais tias cov txuj ci tau ncav cuag qhov kev muag khoom tuaj yeem nres, peb nyob twj ywm nrog kev taug kev mus rau cov nqi siab dua rau lub sijhawm, ” sau BMO Capital Markets 'Ian Lyngen.
Cov neeg lag luam tau txais qee cov ntaub ntawv tshiab ntawm lub xeev kev lag luam hnub Wednesday. ADP tau hais tias Asmeskas kev lag luam tau ntxiv 807,000 txoj haujlwm ntiag tug hauv lub Kaum Ob Hlis, ntau dua li qhov kev cia siab ob npaug. Phab ntsa Street tam sim no tos rau hnub Friday daim ntawv tshaj tawm nyiaj tsis ua liaj ua teb, uas cov kws lag luam xav tias yuav nthuav tawm 422,000 txoj haujlwm ntxiv.
Kev lag luam xav pom tias tib neeg tau rov qab mus ua haujlwm sai sai, tab sis tsis yog sai npaum li Tsoom Fwv Teb Chaws Reserve yuav ua kom nws lub sijhawm nce nqi paj.
Qhov ntawd ua rau hnub Friday daim ntawv tshaj tawm haujlwm tseem ceeb heev. Yog tias tus naj npawb ntawm cov hauj lwm ntxiv los ze rau-lossis ntaus-kev cia siab, nws tuaj yeem txhawb lub tswv yim tias kev lag luam yog nyob rau ntawm "kev ua haujlwm siab tshaj," uas yuav ua rau Fed lub hawkishness. "[Ntau] ntawm FOMC xav tias peb tau los ze rau qhov kev ua haujlwm siab tshaj plaws thaum 'ntau' ntseeg tias peb twb muaj ntau lawm," Stephen Stanley, tus kws tshawb fawb nyiaj txiag ntawm Amherst-Pierpont tau sau. "Cov ntaub ntawv ua haujlwm yuav tseem ceeb npaum li kev nce nqi."
Nov yog tsib cov khoom lag luam ntawm kev txav mus rau hnub Wednesday:
Cuav Nqaij
(ticker: BYND) poob 5.1% tom qab tau nce ntau npaum li 9% hauv kev ua lag luam lig hnub Tuesday tom qab lub tuam txhab tau hais tias nws cov khoom cog-raws li kib nqaij qaib yuav muaj nyob rau ntawm KFC qhov chaw hauv Asmeskas lub lim tiam tom ntej.
Pinterest
(PINS) cov khoom lag luam poob 0.9% txawm tias tom qab tau hloov kho dua rau Kev Nyuaj Siab los ntawm Nruab Nrab ntawm Piper Sandler.
Pfizer
(PFE) cov khoom lag luam tau nce 2% tom qab tau hloov kho mus Yuav los ntawm Neutral ntawm Bank of America.
Salesforce.com
(CRM) Tshuag poob 8.3% tom qab tau downgraded rau nruab nrab los ntawm Yuav ntawm UBS.
Wayfair
(W) Tshuag poob 8.5% tom qab tau downgraded mus rau Neutral los ntawm Outperform ntawm Wedbush.
Sau rau Jack Denton ntawm [email tiv thaiv] thiab Jacob Sonenshine ntawm [email tiv thaiv]