Kev nce nqi thiab kev nruj nruj yuav ua rau hnyav rau "feem ntau" ntawm Asmeskas cov peev txheej xyoo no, hais tias Requisite Capital Management's Bryn Talkington.
Talkington cov lus ntawm CNBC's 'Halftime Report'
Talkington pom 2022 yog xyoo ntawm Fed thiab cia siab tias nws yuav nyuaj heev kom tau nyiaj xyoo no. Hais lus nrog CNBC's Scott Wapner ntawm "Halftime Report", nws hais tias:
Kev lag luam muaj zog heev. Yog li, qhov ntawd muab Fed npog zoo kawg nkaus kom nce tus nqi thiab pib kom muaj nuj nqis nruj. Qhov ntawd tsis zoo rau feem ntau ntawm cov peev txheej. Yog tias kev ua lag luam tuaj yeem lub xyoo ntawm xoom rov qab, kuv tseem xav tias yuav yog qhov zoo tshaj plaws rov qab los.
Tsoomfwv Meskas lub tuam txhab nyiaj hauv tuam txhab tau qhia txog cov phiaj xwm hnyav nce nqi hauv 2022 thiab txo qhov loj ntawm nws daim ntawv tshuav nyiaj li cas los ntawm $95 billion ib hlis, pib txij lub hli tom ntej.
Nws nyob qhov twg nrog lub loj cap tech?
Tus thawj tswj nyiaj tsis pom qhov chaw rau mega cap technology stocks nyob rau hauv macroeconomic puag ncig tam sim no. Nasdaq 100 Performance index tau kwv yees li 8.0% hauv tsawg dua ob lub lis piam.
Txhua txhua lub sijhawm, tib neeg hais tias lub kaus mom loj loj tuaj yeem siv los ua nyiaj ntsuab surrogate lossis pheej hmoo tsawg. Kuv yeej tsis txawm nkag siab qhov ntawd. Yog tias koj xav kom tau nyiaj xyoo no, koj yuav tsum tau hu xov tooj, tiv thaiv, ua qee yam khoom muag.
Tsuas yog hnub dhau los, Ritholtz' Josh Brown kuj tau hais qhov kev nruj nruj yuav yog qhov tsis zoo rau US Tshuag lag luam.
Tus ncej Talkington: xoom rov qab rau xyoo no tseem yuav yog qhov rov qab zoo tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/04/11/talkington-a-zero-return-this-year-would-still-be-a-wonderful-return/