S&P 500 tseem muaj nqis tshaj, hais cov kws tshuaj ntsuam. Blame FAANG+M.

Ntawv loj

Tsoom Fwv Teb Chaws Reserve tau npaj los ua kom nruj cov nyiaj txiag, tab sis koj yuav tsis paub nws los ntawm kev saib cov nqi lag luam, raws li Jefferies Equity Strategy pab pawg tshawb fawb.

Txawm tias cov Tshuag lag luam yog swb raws li Fed Thawj Tswj Hwm Jerome Powell's hais lus ntawm Jackson Hole Hnub Friday, tawm tswv yim tias Fed yuav nyob twj ywm rau hauv kev nce siab cov paj laum, cov nqi ntawm cov khoom lag luam tseem ceeb heev. Cov

S&P 500
,
Piv txwv li, tau ua lag luam ntawm 17.3 tus nqi / nyiaj tau los piv rau hnub Monday, siab dua nws 20-xyoo nruab nrab ntawm 15.7.

Qhov no, nyob rau hauv lem, yog tiv thaiv cov tub ua lag luam los ntawm kev coj ib tug ntau-defensive posture, raws li Jefferies.

"Ib qho ntawm cov teeb meem uas txwv tsis pub cov tub ua lag luam los ntawm kev tiv thaiv tsawg dua yog ob qho kev ntsuas ntawm cov

S&P 500

thiab lub peev xwm rau kev ua lag luam ntau kom compress, "cov kws tshuaj ntsuam tau sau. "Ob qho ntawm cov xwm txheej no muaj kev txwv ntau dua yog tias Fed tau teeb tsa rau 'tighter rau ntev' piav qhia."

---

Cov ntawv xov xwm sau npe

Lub Barron Hnub

Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.

---

Cov kws tshuaj ntsuam tau muab qhov kev liam rau kev lag luam thev naus laus zis-tshwj xeeb, ntawm FAANG + M, uas hais txog rau XNUMX lub tuam txhab thev naus laus zis:

Meta Platforms

(

META

),

Kua

(

AAPL

),

Amazon.com

(

AMZN

),

Netflix

(

NFLX

),

Cov tsiaj ntawv

(

GOOGL

), Thiab

Microsoft

(

MSFT

).

FAANG + M sib koom ua lag luam ntawm tus nqi siab / nyiaj tau los-rau-kev loj hlob piv nrog rau lwm lub khw. Tam sim no, lawv pauv ntawm 2.13 PEG piv, thaum S&P 500 tsis suav nrog rau cov khoom lag luam ntawm 1.39 piv, pab pawg Jefferies suav.

"Tus neeg ua lag luam yog me ntsis ntim rau hauv los ntawm qhov tsis txaus ntawm kev loj hlob ntawm ib sab thiab qhov ua tsis tau zoo 10-xyoo cov txiaj ntsig ntawm qhov tod tes," lawv ntxiv.

Sau rau Sabrina Escobar ntawm [email tiv thaiv]