Cov txiaj ntsig nkhaus tsis xa cov teeb liab tsis txhob txhawj xeeb-zoo siab, ceeb toom huab tais Jeffrey Gundlach

Ib tug rebound nrog ob txhais ceg yuav tsis heev nyob ntawm no, hais ib co. "Kev thim rov qab los ntawm cov qib oversold yuav nyuaj thiab nrawm, thiab nag hmo 150-point intraday reversal twv yuav raug suav tias nyuaj thiab ceev," sau tseg Jani Ziedins, ntawm CrackedMarket blog. "Qhov ntawd tau hais tias, ntau zaus tshaj qhov tsis, qhov thib peb bounce yog qhov tiag tiag, txhais tau tias peb tuaj yeem pom ob peb qhov kev ntsuas qis ua ntej qhov no tau hais thiab ua tiav."

Ntxiv rau peb hu nruab hnub los ntawm tus huab tais daim ntawv cog lus, DoubleLine CEO Jeffrey Gundlach, uas tau nthuav tawm nws qhov kev kwv yees rau xyoo tom ntej. Thiab nws pom lub taub hau rau lub khw lag luam uas tau "txhawb nqa los ntawm QE [quantitative easing]" thiab tam sim no ntsib Fed tapering, nrog Powell suab "ntau dua hawkish" txhua zaus nws hais.

"Hnub no [Tuesday] suab zoo li Jay Powell rov hais dua cov qauv 2018: kawg QE thiab nce cov paj laum luv luv," Gundlach hais hauv webcast rau cov neeg siv khoom uas tau nyob tweeted lig hnub Tuesday. Nws hais tias nws tseem tsis tau "xav tias yuav muaj kev lag luam poob qis" tab sis pom cov kev tsim txom no.

Nws tau hais tias cov txiaj ntsig nkhaus tau pom "zoo nkauj muaj zog flattening" thiab tau "mus txog qhov chaw uas nws qhia txog kev lag luam tsis muaj zog. Nyob rau theem no, cov txiaj ntsig nkhaus tsis xa cov teeb liab tsis txhob txhawj xeeb-zoo siab, hais tias Gundlach. Nws yog qhov hloov pauv qhia cov tub ua lag luam kom xyuam xim, nws hais.

Gundlach tau hais txog daim ntawv qhia uas qhia txog kev xav ntawm cov neeg siv khoom "dawb poob," uas "zoo li kev lag luam me me." Nws hais tias Kev nce nqi tsheb tuaj yeem yog ib tus neeg ua txhaum vim cov nqi tau nce ntau "cov neeg tsis xav tias lub sijhawm no yog lub sijhawm zoo los yuav lub tsheb yog tias lawv tuaj yeem nrhiav tau." Qhov kev nce nqi ntawm cov nqi txawm tias ua rau nws muaj peev xwm ua tau nyiaj los ntawm flipping thiab muag, nws hais.

Rex Nutting: Ntawm no yog qhov kev nce nqi tuaj ntawm xyoo 2021

Tus Thawj Saib Xyuas Nyiaj Txiag Cathie Wood. Tus thawj coj ntawm ARK Invest, tau ceeb toom txog "kev ua ntshav" hauv kev siv- thiab tsheb tshiab.

Tus thawj tswj hwm nyiaj txiag tau hais tias kev lag luam vaj tsev tau txhawb nqa los ntawm cov khoom siv qis thiab yuav tsum nyob twj ywm txhawb nqa vim tias cov nqi tsev qiv nyiaj tsawg. Nws nyob nruab nrab ntawm kub thiab pom cov nyiaj daus las txuas ntxiv tsis muaj zog.

Teb Chaws Asmeskas cov khoom lag luam yog kim piv rau qhov sib npaug ntawm txhua qhov chaw, Gundlach tau hais tias, raws li nws tau taw qhia tias European kev lag luam, uas nws nyiam hauv 2021, tau zoo dua rau 2022.

Saib rov qab ntawm Gundlach qhov kev kwv yees xyoo 2021, tus thawj coj tau qhia txog "yeej" qauv ntawm ib nrab nyiaj ntsuab thiab Nyiaj Txiag; 25% kev ncaj ncees, feem ntau yog cov lag luam tawm tshiab thiab Asia; thiab 25% ntawm cov cuab tam tiag tiag, xws li kub lossis khoom vaj khoom tsev, los tiv thaiv kev nce nqi siab dua. Nws cia siab tias Asmeskas cov peev nyiaj lag luam yuav lag luam tom qab lwm lub ntiaj teb, nrog rau kev nce nqi nce nqi thiab kev hloov pauv.

Lub iShares MSCI Emerging Markets ETF
EEM,
+ 1.66%
poob 5% hauv 2021, piv rau 27% kev sib tw rau SPDR S&P 500 ETF ntseeg
Soj,
+ 0.27%,
ib qho kev sib pauv-kev lag luam nrov uas taug qab qhov Performance index. Cov vaj tse tiag tiag tau ua pov thawj qhov chaw ua lag luam muaj txiaj ntsig, txawm tias kub poob 3% hauv 2021, thiab Cov Nyiaj Txiag Nyiaj Txiag muaj lub xyoo tsis txaus siab.

Lub buzz

Cov ntaub ntawv yog nyob rau hauv thiab lub Kaum Ob Hlis cov neeg siv khoom tus nqi tau nce 0.5% rau lub hli thiab 7% nyob rau hauv ib xyoos twg, nrog rau ob qho tib si tus naj npawb tuaj zog dua li kev kwv yees. Tseem ua ntej yog tsoomfwv cov lej nyiaj txiag thiab Fed's Beige Book.

Lub Tsev Haujlwm Saib Xyuas Tshuaj European tau ceeb toom tias ntau dhau ntawm COVID-19 cov tshuaj txhawb zog tuaj yeem ua rau muaj kev puas tsuaj rau lub cev tiv thaiv kab mob, hais lus los ntawm World Health Organization. Lub caij no, omicron variant tuaj yeem nce siab hauv UK, muab kev cia siab rau Asmeskas thiab lwm qhov. Thiab Lub Tsev Dawb tab tom npaj xa ntau lab qhov kev sim COVID-19 mus rau cov tsev kawm ntawv pej xeem.

Lus qhia tshiab txog khaus laus nas vais lav: Cov kws tshawb fawb pib kwv yees tias omicron yuav nce siab hauv Asmeskas nyob rau lub asthiv tom ntej, tab sis kev mus pw hauv tsev kho mob tseem nyob rau qib sau tseg

Biogen shares
PIB,
-6.70%
poob 9% ntawm cov xov xwm uas Medicare yuav txwv tsis pub tshaj tawm ntawm biotech qhov teeb meem, thiab kim, Alzheimer's tshuaj, Aduhelm, thiab lwm tus nyiam nws yav tom ntej.

Shares ntawm Immuron
IMRN,
+ 46.18%
tau nce siab, tom qab Australia-based biopharmaceutical tuam txhab tau txais $ 4.5 lab los ntawm US Department of Defense los ntsuas cov tshuaj tseem ceeb rau kev siv tub rog.

Ib tug 19-xyoo-laus German hais tias nws tau tswj kom hack rau hauv 13 Tesla
TSLA,
+ 3.93%
tsheb nyob ib ncig ntawm lub ntiaj teb no ntawm ib tug software flaw uas cia nws pib lub tsheb, qhib lub qhov rooj thiab qhov rais thiab lov tes taw kev ruaj ntseg systems.

Thiab ib qho kev ceeb toom tias hnub Friday yuav cim lub caij pib ntawm cov nyiaj tau los, nrog rau cov tsev txhab nyiaj - suav nrog Citigroup
C,
+ 0.25%,
JPMorgan
JPM,
+ 0.57%,
Wells Fargo
WFC,
+ 0.61%
thiab BlackRock
BLK,
-0.35%
-vim tshaj tawm lawv cov txiaj ntsig peb lub quarter thib plaub. (Saib saib ua ntej.)

Cov kev lag luam

Cov khoom lag luam siab dua, coj los ntawm Nasdaq
COMP,
+ 0.23%,
raws li daim ntawv cog lus yields tuav ruaj khov, thaum tus duas
DXY,
+ 0.07%
ua poob. Cov nqi roj
Qauv: CL00
-0.01%
yog nce, nrog natural-gas yav tom ntej
NG00,
-0.76%
nce siab tshaj 4%.

Daim phiaj qhia

Qhov twg yog qhov nce hauv cov txiaj ntsig tiag tiag pib ua mob rau cov tub ua lag luam? Ib pab pawg kws tshaj lij ntawm UBS, coj los ntawm Bhanu Baweja, tau hais tias thaum cov txiaj ntsig tau nce ntau dua 40 lub ntsiab lus hauv peb lub hlis, "qhov cuam tshuam rau kev ua lag luam dhau los ua cov khoom siv thiab mus tsis tau."

"Qhov no yog qhov peb suav hais tias yog qhov pib ntawm qhov mob tiag tiag
rau kev ua lag luam. Ib qho kev nce ntxiv 10bp nce hauv cov txiaj ntsig tiag los ntawm qhov no ua rau
kev lag luam poob los ntawm 0.8%, ceteris paribus. Tab sis ua li cas yog lwm yam
yam tsis sib npaug? Ib qho 5.2-point nce hauv PMIs yuav cuam tshuam qhov kev ntaus rau
kev ua lag luam los ntawm 50bp nce hauv cov txiaj ntsig tiag," hais tias cov kws tshaj lij hauv kev sau ntawv rau cov neeg siv khoom.

Top tickers

Ntawm no yog cov feem ntau cov khoom lag luam tickers ntawm MarketWatch, txij li 6 teev sawv ntxov Eastern

Random nyeem

Goldfish kawm tsav, ua tsaug rau robots.

Npaj txhij rau lub hnub qub hip-hop Snoop Dogg cov dev kub.

Yuav tsum paub pib thaum ntxov thiab hloov kho kom txog thaum qhib lub tswb, tab sis kos npe ntawm no kom nws xa nws ib zaug rau koj lub npov email. Lub emailed yuav xa tawm thaum txog 7: 30 teev sawv ntxov.

Xav tau ntau dua rau hnub tom ntej? Sau npe rau Barron Hnub Txhua Hnub, tag kis sawv ntxov txog cov tub ua lag luam, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.