Tus chij liab uas ua ntej ib nrab ntawm cov khoom lag luam thoob ntiaj teb hauv xyoo 2000 thiab 2007 tau rov qab los, ceeb toom Citi

Peb yog ib hnub deb ntawm cov ntaub ntawv uas tuaj yeem ua pov thawj qhov hloov pauv rau kev lag luam.

Yog tias hnub Wednesday CPI tsis qhia qee qhov qeeb ntawm tus nqi, kev cia siab yuav nce siab rau Fed tus nqi nce siab dua nyob rau lub Cuaj Hli, tej zaum yuav tsoo cov khoom lag luam. Tab sis yog tias nws hloov mus rau lwm txoj hauv kev, tshwj xeeb tshaj yog tom qab cov ntaub ntawv ua haujlwm tau zoo heev, qhov kev pom tias yam tsis zoo li kev ntshai / Fed hikes yuav ua tiav sai sai, tuaj yeem kov yeej.

Phab ntsa Street zoo li mob heev tsis ntev los no los qhia ua tib zoo taug kev nrog kev cia siab tias muaj S&P 500
SPX,
-0.45%

teem kom tawg ob lub quarter ncaj ntawm kev poob - nce 9.3% hauv lub quarter thib peb txog tam sim no.

"Qhov kev sib tw tseem ceeb rau qhov kev xav tias yuav muaj txiaj ntsig Fed pivot yog tias daim duab nyiaj txiag nyob ze yuav nyob twj ywm tsis xis nyob," Goldman Sachs tus kws tshaj lij cov tswv yim Dominic Wilson thiab Vicki Chang tau hais rau hnub Monday lig.

Tab sis ntawm qhov ceev faj, tseem muaj ntau cov lus pom zoo yuav khoom tawm ntawm sab muag, uas yog cov tuam txhab nyiaj txiag thiab cov tuam txhab peev. Thiab qhov ntawd yog rog liab chij ua lag luam tej zaum yuav xav mloog, ceeb toom peb hu nruab hnub los ntawm Citigroup.

"Peb qhov Performance index ntawm thoob ntiaj teb cov lus pom zoo muag yog rov qab mus rau qhov siab tshaj plaws bullishness qib mus txog xyoo 2000 thiab 2007, tom qab ntawd cov khoom lag luam thoob ntiaj teb tau poob ib nrab," sau tseg ib pab neeg coj los ntawm tus thawj coj thoob ntiaj teb tus kws tshaj lij, Robert Buckland.

"Cov kws tshuaj ntsuam xyuas yog cov neeg yuav khoom ntawm txhua qhov haujlwm hauv txhua cheeb tsam, tab sis tom qab ntawd lawv feem ntau yog," nws hais, ceeb toom tshwj xeeb ntawm Asmeskas thiab cov lag luam tawm tshiab. "Lawv tseem muaj kev txhawb siab rau cov kev lag luam cyclical qhia qee qhov kev ntshai ntawm kev lag luam thoob ntiaj teb yuav los."

Citi xam nws qhov Performance index ntawm lub ntiaj teb no muag-sab hu los ntawm kev sib sau cov khoom ntawm tag nrho cov khoom lag luam hauv MSCI indexes, xws li 5, kev yuav khoom muaj zog, mus rau 1, muag muag. Lawv qhov ntsuas yog siab tshaj peb yuav luag txhua qhov chaw. Lawv nco ntsoov tias cov kws tshuaj ntsuam tsis yog tus muag khoom ntawm lawv cov khoom lag luam, txawm tias nyob hauv cov khw muag khoom dais. Thaum nws zoo li cov kws tshuaj ntsuam tau txais kev nce siab ntxiv thaum cov khoom lag luam nce, nws tseem tuaj yeem yog "kev ua lag luam nce vim tias lawv tau txais ntau dua."


Citi Research, FactSet

Txawm li cas los xij, "tus kws tshuaj ntsuam xyuas tsiaj txhu" tau ua rau tus chij liab hauv Citi daim ntawv teev npe dais, uas tau yooj yim mus rau 6 los ntawm lub peev xwm 18 tus chij. Nco ntsoov, tus chij tshwj xeeb no tau muab cov teeb liab muag cuav hauv xyoo 2012, thaum lub ntiaj teb cov khoom lag luam tau tiaj tus rau 12 lub hlis tom ntej. Tab sis tseem, dab tsi tshwm sim hauv 2000 thiab 2007 ua rau nws tsim nyog sau cia lawv hais.

Buckland thiab pab pawg tau hais tias cov kws tshuaj ntsuam xyuas zoo li pib ua lag luam dais tsis raug, los ntawm kev hloov pauv ntau dua thaum lawv yuav tsum tau ceev faj. "Txawm hais tias lawv tab tom pib kho cov kev kwv yees nyiaj tau los, cov nqi poob qis thiab cov nqi pheej yig ua rau lawv zoo. Lawv thaum kawg tig ceev faj ntxiv vim tias cov nyiaj tau los kwv yees poob ntxiv, tab sis nws yog txheej txheem qeeb. "

Cov kev lag luam

Asmeskas cov khoom lag luam
DJIA,
-0.13%

SPX,
-0.45%

COMP,
-1.24%

swb qis, raws li cov tub ua lag luam tos hnub Wednesday cov ntaub ntawv. Tus duas
DXY,
-0.37%

poob lawm, Nyiaj txiag yields
TUBMUSD 10Y,
2.800%

yog nce thiab roj nqi
CL.1,
+ 0.95%

BRN00,
+ 0.81%

siab dua thiab. Teb chaws Europe stocks
SXXP,
-0.48%

yog sluggish thiab bitcoin
BTCUSD,
-4.14%

yog hovering ntawm tsuas yog qis dua $ 24,000.

Lub buzz

Muab-Ob
TSW,
-4.14%

shares tau poob tom qab tus tshaj tawm videogame hloov kho nws qhov kev xav tau qis dua hnub Monday.

Novavax shares
NWS,
-26.21%

poob qis 30% tom qab tus neeg tsim tshuaj tiv thaiv txiav nws cov kev taw qhia muag hauv ib nrab.

Memory-chip pawg Micron Technology
MU,
-4.55%

ceeb toom ntawm cov nyiaj tau los, thiab cais hais tias nws yuav ua rau $ 40 billion peev thiab tsim txog 40,000 txoj haujlwm hauv Asmeskas Lub Tsev Dawb tab tom tuav kev kos npe rau hnub Tuesday rau CHIPS Txoj Cai uas yog los txhawb kev tsim cov microchip hauv tsev. Lwm qhov, tech pab pawg Avaya
AVYA,
-26.79%

tab tom poob rau peb lub quarter poob.

ARK Invest's Cathie Wood hais rau Bloomberg nws muag ib co Coinbase Tshuag
Npib,
-6.58%

vim muaj qhov tsis paub tseeb ntawm kev sojntsuam SEC.

JPMorgan tus kws tshaj lij thiab tus stoic bull Marko Kolanovic tau hais kom cov tub ua lag luam txo qis qee qhov kev tuav pov hwm thiab rub cov khoom lag luam vim txo qis kev ntshai poob nyiaj.

Lub FBI raided Thawj Tswj Hwm Donald Trump lub tsev Mar-a-Lago, pom tau tias nrhiav cov ntaub ntawv cais. Qee tus neeg tsim cai lij choj Republican yog npau taws.

US cov nqi ua haujlwm tau nce 10.8% hauv lub quarter thib ob, thaum cov khoom lag luam poob 4.6%.

Qhov zoo tshaj plaws ntawm lub vev xaib

Nws yog ib qho nyuaj los nrhiav cov tsheb fais fab uas tsim nyog rau EV se credit tshiab.

Tag nrho cov laj thawj koj lub tsev noj mov tab tom nce.

Huab cua hloov yog ua kom muaj kab mob ntau zuj zus.

Top tickers

Cov no yog cov feem ntau cov khoom lag luam tickers ntawm MarketWatch thaum 6 teev sawv ntxov Eastern:

Ticker

Lub npe ruaj ntseg

GME,
-4.23%
GameStop

CMA,
-2.71%
AMC Kev Lom Zem

MevB,
-5.87%
Pw Hauv Paus & Tshaj Tshaj

TSLA,
-1.99%
Tesla

NWS,
-26.21%
Novavax

NVDA,
-3.74%
Nvidia

AAPL,
-0.62%
Kua

NCO,
-3.10%
NIO

TWG,
+ 0.29%
Twitter

AMZN,
-1.80%
Amazon

Random nyeem

Pw tsaug zog, npau suav kab laug sab.

Zaj sawv- tshuab grey whales.

Qhov kawg allure ntawm no kev ua phem tua vaub kib.

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.

Tau qhov twg los: https://www.marketwatch.com/story/the-red-flag-that-preceded-a-halving-of-global-equities-in-2000-and-2007-is-back-warns-citi- 11660042645?siteid=yhoof2&yptr=yahoo