Lub lag luam dais no hauv cov khoom lag luam tseem nyob hauv keeb kwm ntiav thiab luv luv: Jefferies

"Txawm hais tias tsis muaj lub ntsiab lus tiag tiag los rov hais dua qhov mob siab npaum li cas xyoo-rau-hnub kev nqis tes ua, peb tau xav tias nws yuav tsim nyog rov hais dua yuav ua li cas nws sib npaug li keeb kwm: tsis txaus ntshai tob thiab tseem nyob luv," cov kws tshuaj ntsuam tau hais hauv tsab ntawv sau hnub Saturday.

"Piv txwv li, thaum qhov kev poob qis tam sim no tob dua qhov peb pom hauv '18, nws tseem yog ob peb lub lis piam luv dua. Qhov tseem ceeb, rau S&P 500 dais kev lag luam uas tsis ncav cuag -25%, qhov nruab nrab ntawm cov hnub mus txog rau lub sijhawm tom ntej-siab yog 568 hnub ua lag luam ... ntau dua li lub sijhawm tam sim no ntawm 131 hnub, "lawv hais. "Yog li txawm hais tias kev nyeem ntawv tsis tshua muaj siab, peb tseem tab tom churning ncig 'tsis muaj txiv neej lub tebchaws.'" (Saib daim duab hauv qab no.)

cov Lub rau hli ntuj cov neeg siv khoom-tus nqi ntsuas tuaj kub hnub Wednesday nrog lub xyoo dhau los ntawm kev nce xyoo ntawm 9.1%, mus txog 41-xyoo siab raws li cov nqi roj av tau nce. Cov ntaub ntawv rau hnub Friday pom Cov neeg siv khoom Asmeskas tau txhawb nqa kev muag khoom hauv lub Rau Hli los ntawm ib qho khoom 1% nyob rau hauv lub teeb ntawm stickier inflation thiab uncertain economic forecasts.

Raws li Jefferies, cov kev lag luam pom ib txoj hauv kev los zom cov kev lag luam loj loj thiab cov nyiaj tau los ntawm cov tuam txhab, tab sis qhov tseeb tias cov neeg siv khoom thiab cov tuam txhab tsis tau ua zoo li kev lag luam nyob ze yuav ua rau lub lag luam tam sim no muaj zog.

Lub rau hli ntuj lub quarter qhia lub caij yog nkag mus rau nws lub lim tiam thib ob nrog Goldman Sachs
GS,
+ 2.51%
tshaj tawm cov nyiaj tau los muaj zog tshaj li qhov xav tau tag kis no, tseem nws cov nyiaj tau los poob los ntawm ib xyoos dhau los. Bank of America Corp.
BAC,
+ 0.03%,
nrog rau lwm lub Wall Street megabanks xws li Wells Fargo & Co.
WFC,
+ 0.15%
thiab JP Morgan Chase
JPM,
-1.03%
poob luv ntawm cov kws tshuaj ntsuam kev cia siab. 

Nyeem ntxiv: Kev lag luam Tshuag qhov kev sib tw loj tom ntej no tsuas yog dais hauv cov khaub ncaws bull

"2Q Kev taw qhia txog kev muag khoom hloov pauv zoo dua qub los ntawm keeb kwm kev xav, tsuas yog 39% ntawm cov tuam txhab uas tau tshaj tawm tweak ua rau nws txo qis," sau Andrew Greenebaum ntawm Jefferies 'Equity Product Management hauv tsab ntawv ceeb toom (saib daim ntawv qhia). "Vim tias tseem muaj zog noj thiab ib puag ncig tus nqi nyuaj, dichotomy ntawm cov kab saum toj thiab hauv qab ua rau muaj kev nkag siab zoo. Tab sis nws kuj tseem qhia txog qhov tseeb tias peb tsis tau pom tiag tiag hom tsis muaj qhov tsis txaus ntseeg ntawm cov neeg koom tes uas feem ntau muab kev rov pib tsim nyog rau cov khoom lag luam. " 

"Thiab thaum cov neeg koom nrog kev ua lag luam tuaj yeem ua rau nkees nkees ntawm lub caij nyoog poob qis, nws yeej tsis tau ntev heev los yog qhov tob tob," raws li Greenebaum. "Peb kawg tau ua qhov siab tshiab 131 hnub dhau los, thiab txawm tias 2H18 swb tau dhau 145 ntu. Raws li peb tau hais thaum peb thawj zaug muab qhov kev tshuaj ntsuam xyuas hauv lub Tsib Hlis, S&P tej zaum yuav xav tau kev rhuav tshem ntau ntxiv kom ua rau muaj kev lag luam rov qab los tiag tiag, txawm tias lub sijhawm poob qis. "

Nyeem ntxiv: Cov tub ua lag luam Tshuag tseem muaj kev phom sij, tab sis keeb kwm hais tias kev lag luam dais yog luv luv