Xyoo 1980s yog daim phiaj xwm rau lub voj voog kev poob qis tom ntej thiab cov no yog cov khoom lag luam rau nws, cov kws tshaj lij hais tias

peb hu nruab hnub los ntawm Jefferies tackles lub tswv yim. Desh Peramunetilleke, tus thawj coj thoob ntiaj teb ntawm microstrategy, thiab tus kws tshuaj ntsuam Mahesh Kedia hais tias, "Kev poob qis yog qhov kev xav tseem ceeb rau peb txoj hauv kev rau xyoo 2023," hais tias Desh Peramunetilleke, tus thawj coj ntawm microstrategy thoob ntiaj teb, thiab tus kws tshuaj ntsuam Mahesh Kedia, hauv tsab ntawv ceeb toom rau cov neeg siv khoom hnub Thursday.

"Lub xyoo 1980s kev tsis sib haum xeeb tau coj los ntawm tus nqi siab dua thiab kev yooj yim dua
muab sab pressures muab tus qauv zoo rau lub voj voog tam sim no. Feem ntau, cov khoom lag luam loj hlob zoo / cov lag luam tau zoo dua li tus nqi, thiab cov kaus mom me me ua haujlwm tsis zoo, "tus khub tau hais.

Nyeem: JPMorgan CEO Jamie Dimon pom 'ntau qhov kev nce nqi hauv qab,' tus nqi ntawm 6% hauv kev poob nyiaj txiag

Dab tsi ua tau zoo txij lub Plaub Hlis 1980 txog Lub Ob Hlis 1983 yog cov neeg siv khoom, nrog rau kev lag luam kev pabcuam, staples thiab cov neeg siv kev pabcuam zoo dua, thaum cov khoom lag luam thiab kev lag luam tsis zoo. Kev yuav khoom zoo thiab zam tus nqi kuj yog ib qho ntse txav, lawv ntxiv.

Raws li ntawm no thiab tam sim no, khub niam txiv hais tias thaum muaj kev nce nqi loj heev feem ntau tsis zoo rau cov khoom lag luam, kev nce nqi nruab nrab tuaj yeem yog qhov teeb tsa zoo dua. Lawv sau tseg qhov kev sib raug zoo hauv 20 xyoo dhau los, nruab nrab ntawm S&P 500 txhua hli rov qab thiab qhov feem pua ​​​​ntawm cov kev hloov pauv hauv US 10-xyoo kev cia siab nyiaj txiag.

"Raws li kev sib raug zoo ntawm cov lag luam nrog [10-xyoo kev cia siab nyiaj txiag,] cov ntaub ntawv, lub zog, infotech thiab industrials yog cov haujlwm kom tsis txhob muaj nyiaj txiag poob qis, thaum staples, kev siv hluav taws xob, kev sib txuas lus thiab kev kho mob yog tsom mus rau," said Peramunetilleke thiab Kedia. . "Style-wise, cov tub ua lag luam yuav tsum zam GARP (kev loj hlob ntawm tus nqi tsim nyog), tus nqi thiab thim rov qab thiab tsom mus rau qhov pheej hmoo tsawg thiab cov khoom lag luam zoo thaum poob nyiaj txiag."

Reversion hais txog qhov pom tias txhua yam khoom vaj khoom tsev dhau lub sijhawm yuav rov qab mus rau nws tus nqi nruab nrab.

Raws li rau cov tswv yim Tshuag, Jefferies muaj qee qhov kev cuam tshuam loj tshaj plaws los xav txog. Ua ntej yog cov tsis zoo cuam tshuam rau kev nce nqi - Procter & Gamble
PG,
-2.11%,
Duas General
DG,
-0.78%,
Walmart
WMT,
-1.43%,
Koom Txoos & Dwight
CHD,
-1.84%,
McDonald lub
MCD, Cov
-0.92%,
khib Management
WM,
-0.27%,
Costco
PHEM,
-2.08%,
Public Cia
PSA,
+ 0.62%,
Khib Txuas
WCN,
-0.95%
thiab Mondelez Intl
MDLZ,
-1.13%.

Raws li cov khoom lag luam zoo ntawm tus nqi tsim nyog, lawv sau Visa
V,
+ 0.43%,
tsev Depot
HD,
-3.96%,
Broadcom
AWG,
-1.93%,
Cisco Systems
CSCO,
-0.94%,
Linde
LIN,
+ 0.06%,
TJX
TXJ,
-0.50%,
Booking tuav
BKNG,
+ 0.83%,
Altria
MO,
+ 1.20%,
Boston scientific
BSX,
+ 0.82%
thiab Ulta Beauty
ULTA,
-2.39%.

Tswvyim: Qhov cua daj cua dub zoo tshaj plaws ntawm megathreats yog qhov txaus ntshai tshaj li xyoo 1970 lossis xyoo 1930, Roubini hais.

Qhov zoo tshaj plaws ntawm lub vev xaib

"Kuv tsis muaj txaus nyob rau hauv lub tank lawm." Tus thawj nom tswv uas hlub, uas tau los ua tus thib ob hauv ntiaj teb yug thaum ua haujlwm, tab tom nqis nqis.

Banked rainwater yog tsis tshua muaj txiaj ntsig ntawm California cov nag xob nag cua ua rau tuag thiab puas tsuaj tsis ntev los no.

Lub zos Tunisian qhov tsua yog 1000 xyoo maj mam tuag

Daim phiaj qhia

Cov hauj lwm nyob qhov twg? Florida, thaj.

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Xav paub kom paub pib thaum ntxov thiab raug kho kom txog thaum qhib lub tswb nrov, tab sis sau npe tuaj ntawm no kom nws tau xa nws ib zaug rau koj lub npov email. Lub emailed yuav xa tawm thaum txog 7: 30 teev sawv ntxov.

Mloog tus Cov Tswv Yim Tshiab Zoo Tshaj Plaws hauv Nyiaj podcast nrog MarketWatch tus neeg sau xov xwm Charles Passy thiab tus kws sau nyiaj txiag Stephanie Kelton.