Qhov kev hem thawj ntawm kev nce nqi nce siab thiab kev loj hlob ntawm sputtering tuaj yeem dhau los ua "muaj peev xwm muaj tshuaj lom sib xyaw" rau cov khoom lag luam, ua rau muaj kev tsis txaus siab tshiab hu rau kev sib npaug los ntawm Erik Knutzen, tus thawj coj peev ntawm Neuberger Berman's multiasset class portfolios.
Nrog rau S&P 500 Performance index
SPX,
ntau dua 6% siab dua txij li Russia tau txeeb Ukraine, Knutzen pom qhov yuav tsum tau ceev faj txog kev sib npaug rau 12 lub hlis tom ntej, thiab xav tias cov tub ua lag luam yuav tsum tsis txhob hnov qab txog "yuav-lub-dip mentality" ntawm ob xyoos dhau los thiab pib "faus" Tshuag lag luam rallies.
"Kev nce nyiaj ntau dua feem ntau xav tau cov paj laum ntau dua thiab nruj dua txoj cai los ntawm cov tsev txhab nyiaj hauv nruab nrab," Knutzen sau nyob rau hauv daim ntawv teev cov neeg siv khoom hnub Sunday.
Hauv Ib Daim Ntawv Qhia: Qee lub khw lag luam 'kev txaus siab nkag mus' tom qab S&P 500's 'ze-zoo meej retracement' ntawm kev muag tawm: daim ntawv saib
Tsis tas li ntawd, thaum qhov tshwm sim ntawm kev ua tsov rog keeb kwm zoo li ua rau muaj kev ntxhov siab ib ntus ntawm cov khoom lag luam, Neuberger Berman's lub tuam txhab peev loj tau sib cav rau ib ntus tias qhov kev tsis sib haum xeeb no yuav ua pov thawj txawv, feem ntau yog vim Russia thiab Ukraine muaj kev cuam tshuam loj heev thoob ntiaj teb cov roj
BRN00,
CL.1,
hluav taws xob thiab nplej lag luam.
Nws tau sau tias "Kev kub ntxhov hauv tebchaws Ukraine ncaj qha ua rau cov teeb meem tseem ceeb uas cov tub ua lag luam twb tau ntsib: kev nce nqi siab thiab teeb meem thaum muaj kev lag luam muag muag," nws sau.
Dab tsi ntxiv, ib txoj hlua ntawm Tsoom Fwv Teb Chaws Reserve cov tub ceev xwm tau tham txog tej zaum pem hauv ntej-loading tus nqi hikes xyoo no kom sai tamp down inflation. Cleveland Fed Thawj Tswj Hwm Loretta Mester lub lim tiam dhau los tau hais tias tus nqi them nyiaj yuav tsum tau nce mus rau txog 2.5% xyoo no.
"Tus nqi siab dua txhais tau tias qis dua tus nqi ntau dua, thaum txo qis kev loj hlob thiab nce nqi noj rau hauv ntau lub lag luam cov nyiaj tau los thiab cov txiaj ntsig," Knutzen tau sau, ntxiv tias ib puag ncig zoo li no yuav nyuaj tshwj xeeb los ntawm cov khoom lag luam loj hlob.
Txawm li cas los xij, yog tias lub tuam txhab nyiaj hauv nruab nrab pom "ib qho cim ntawm kev ua tiav" nyob rau hauv cov nqe lus ntawm kev nce nyiaj nce ntxiv nrog kev poob qis hauv kev ua haujlwm lossis kev lag luam, Knutzen tau hais tias nws pab neeg yuav rov xyuas nws qhov kev txiav txim siab txo qis cov khoom lag luam, uas yog ib feem ntawm nws qhov kev pom zoo 12 lub hlis.
Cov khoom lag luam tau sib xyaw hnub Monday, nrog Dow Jones Industrial Average
DJIA,
tawm txog 0.4% thiab Nasdaq Composite Index
COMP,
nce 0.5%, thaum 10-xyoo Treasury tus nqi
TUBMUSD 10Y,
yog me ntsis qis ib ncig ntawm 2.47%.
Tau qhov twg los: https://www.marketwatch.com/story/this-potentially-poisonous-mix-means-forget-about-buying-the-dip-in-stocks-says-neuberger-cio-11648494278?siteid=yhoof2&yptr= yahoo