Lub lim tiam tom ntej yog qhov tseem ceeb rau kev lag luam Tshuag raws li cov tub ua lag luam brace rau CPI cov ntaub ntawv thiab Federal Reserve lub rooj sib tham.
Fundstrat's Tom Lee tau hais tias kev nyeem ntawv qis qis tuaj yeem txhawb nqa cov khoom lag luam vim nws yuav txhawb nqa Fed ncua hauv kev nce nyiaj paj.
Lee tau hais tias "Peb qhov kev xav tseem tshuav tias kev nce nyiaj tau nce qis dua qhov kev pom zoo," Lee hais.
Lub lim tiam tom ntej yog ib lub lis piam tseem ceeb tshaj plaws rau kev lag luam Tshuag xyoo no raws li cov tub ua lag luam brace rau Tsoom Fwv Teb Chaws Reserve cov paj laum txiav txim siab uas tuaj yeem ua rau ncua sij hawm nce nqi thiab cov ntaub ntawv tshiab CPI nce nqi.
Fundstrat tus thawj coj ntawm Kev Tshawb Fawb Tom Lee tau hais tias thaum cov khoom lag luam nkag mus rau hauv tsoomfwv txoj cai tshiab, kev ua lag luam tuaj yeem cuam tshuam los ntawm kev hloov pauv nyob ntawm seb cov ntaub ntawv nyiaj txiag tshiab cuam tshuam li cas thiab Fed cuam tshuam li cas rau cov ntaub ntawv ntawm nws txoj cai rooj sib tham thaum Lub Rau Hli 13-14.
Nrog kev pom zoo ntawm kev lag luam cia siab tias qhov tseem ceeb ntawm kev nce nqi ntawm lub hli dhau ib hlis yuav yog 0.4% rau lub Tsib Hlis, cov tub ua lag luam yuav xav tsis thoob yog tias kev nce nqi tuaj ze rau 0.3%. Qhov ntawd yuav yog ib qho kev xav tsis thoob vim tias nws yuav txhawb nqa Fed qhov kev txiav txim siab kom ncua cov paj laum nyob rau lub hlis no thiab lub Xya Hli.
"Yog tias Lub Tsib Hlis Ntuj CPI [tsawg dua] 0.4%, ces peb pom qhov tsis sib xws [ntawm cov paj laum nce siab] poob qis rau xoom rau txhua lub hlis," Lee hais hauv tsab ntawv rau hnub Friday.
Lee ntseeg tau tias kev nce nqi yog qhov tseeb taug qab qis dua qhov kev pom zoo raws li kev ntsuas lub sijhawm ntawm CPI, thiab qhov kev nce nqi tau ze rau Fed lub hom phiaj mus sij hawm ntev ntawm 2%.
Lee hais tias "Yog tias qhov no tshwm sim, Fed lub sijhawm ncua yuav nkag mus rau hauv cov ntaub ntawv nyob ntawm hom, qhov twg lub bar tau nce ntxiv [tus nqi paj laum] mus ntxiv," Lee hais. "Peb cia siab tias cov tub ua lag luam yuav pom qhov no yog lub teeb ntsuab rau cov khoom muaj nqis pheej hmoo, uas txhais tau hais tias cov tub ua lag luam ncaj ncees yuav tsis tawm tsam Fed."
Tab sis yog tias Fed txav mus ua ntej nrog nce cov paj paj dua, cov tub ua lag luam yuav tsum npaj siab yuav cov khoom lag luam poob qis, raws li Lee.
"Txawm hais tias Fed nce tus nqi ob peb zaug ntxiv hauv 2023, rau peb, qhov tseem ceeb yog seb qhov no puas yog los teb rau kev nce nqi nce ntxiv. Thiab peb qhov kev xav yog tias cov kev ntxhov siab no tau txo qis, "Lee hais.
Bolstering Lee cov ntaub ntawv bullish yog qhov tseeb tias kev lag luam dav pib nthuav dav, uas yog ib qho kev noj qab haus huv rau kev ruaj khov ntawm kev sib tw tam sim no. Hauv lwm lo lus, ntau thiab ntau cov khoom lag luam tau pib koom nrog kev nce siab, ntau dua li qhov kev sib tw tau tsav los ntawm ib txhais tes ntawm mega-cap tech stocks.
Lee hais tias "Kev lag luam dav dav yog qhov tseem ceeb txhim kho," taw qhia rau qhov ua tau zoo ntawm cov khoom me me hauv lub lim tiam no. "Tseem xav yuav dips raws li kev lag luam nthuav dav."
Lee txuas ntxiv hais kom cov tub ua lag luam nyob hnyav dhau rau kev lag luam thiab cov tuam txhab nyiaj hauv cheeb tsam, thiab nws rov hais dua nws xyoo 2023 S&P 500 tus nqi phiaj ntawm 4,750, sawv cev rau qhov muaj peev xwm upside ntawm 10% los ntawm qib tam sim no.
Nyeem thawj tsab xov xwm ntawm Kev Lag Luam Insider
Tau qhov twg los: https://finance.yahoo.com/news/stock-market-headed-critical-week-020310668.html