Xyoo tom ntej tau cog lus tias yuav tsis yog ib qho yooj yim rau cov tub ua lag luam raws li kev lag luam kev lag luam poob qis, tab sis Bank of America tab tom muab qee cov lus qhia txog thaum twg tej yam yuav yooj yim dua.
Cov xov xwm tsis zoo yog tej yam yuav nyuaj ua ntej, txawm tias tom qab cov khoom lag luam thoob ntiaj teb tau pom muaj zog pib rau xyoo.
Ib pab pawg kws tshaj lij coj los ntawm Michael Hartnett tau hais rau cov neeg siv khoom hauv tsab ntawv ceeb toom rau hnub Friday tias Asmeskas cov khoom lag luam tuaj yeem poob 10% los ntawm cov qib tam sim no ua ntej kev sib tw tom qab xyoo no vim cov tub ua lag luam pib xav tias yuav muaj kev cuam tshuam tsawg dua los ntawm Tsoom Fwv Teb Chaws Reserve.
Cov khoom lag luam tuaj yeem swb raws li Asmeskas kev lag luam qeeb thiab cov nyiaj tau los ntawm cov tuam txhab tsis muaj zog. Tab sis yuav muaj ib lub teeb nyob rau qhov kawg ntawm lub qhov.
"Kev lag luam poob qis yuav tsum ua siab ntev," nws hais hauv tsab ntawv rau cov neeg siv khoom hnub Friday.
Nws tau piav qhia txog qhov tsis muaj zog li "kev lag luam mob," txhais tau tias cov khw lag luam muaj kev pheej hmoo ntawm kev poob hauv av kom txog thaum Tsoom Fwv Teb Chaws Reserve thaum kawg qhia tias nws yuav pib txiav cov paj laum.
BofA Kev nqis peev thoob ntiaj teb / Bloomberg
Nws tau hais tias "kev lag luam mob nce mus txog Fed tus nqi kwv yees, yields, credit kis mus rau qhov teeb meem siab tshaj Goldilocks," nws hais.
Cov kws tshaj lij kev lag luam qee zaum siv lo lus "goldilocks" los hais txog kev lag luam tsis kub dhau, tsis txias txias uas txuas ntxiv loj hlob yam tsis muaj kev sib tw hnyav ntawm kev nce nqi. Ib puag ncig zoo li no feem ntau yog qhov zoo tshaj plaws rau cov cuab tam muaj kev pheej hmoo, raws li cov tub ua lag luam tau ntsib thaum xyoo kaum xyoo uas ua raws li cov teeb meem nyiaj txiag.
Ua raws li cov ntaub ntawv kev lag luam tshaj tawm hnub Thursday, uas qhia tias kev ua lag luam ua lag luam chugging nrog rau kev nce nqi ntxiv mus, Hartnett tau hais tias nws tsis tau txais "goldilocks" ntau dua li ntawd.
Hartnett pom S&P 500
SPX,
positioned los pauv ntawm 3,600 thiab 4,200 tab sis cia siab tias yav dhau los ua ntej tom kawg. Qhov ntawd yog qhov sib txawv ntawm qhov Stifel Chief Equity Strategist Barry Bannister tau hais nyuam qhuav pib lub lim tiam no.
Bannister pom lub qhov rais rau kev sib tw ua lag luam hauv thawj rau lub hlis ntawm lub xyoo no, tab sis tom qab ntawd teeb meem hauv ib nrab tom qab. Ntawm nws cov kev txhawj xeeb yog kev nce nqi rov qab los tom qab xyoo, yuam Fed kom nruj cov nyiaj txiag.
Ib qho kev ceeb toom tias txhua yam tsis yog rosy los ntawm JPMorgan JPM CEO Jamie Dimon uas ua rau muaj kev lag luam loj heev rau hnub Friday nrog nws ceeb toom tias thaj chaw thaj chaw thiab kev nce nyiaj nce siab "dhau los" yog qhov kev txhawj xeeb tiag tiag thiab "lawv yuav tsis ploj mus."
Hartnett tau hais txog cov txiaj ntsig tseem ceeb rau kev nqis peev-qib cov nyiaj qiv nyiaj thiab cov lag luam tawm tshiab thiab cov khoom lag luam hauv nws daim ntawv thiab. Nyob rau sab ntxeev, US cov nyiaj tau pom kev tawm. Cov kev lag luam nyob sab Europe tau ua tau zoo tshaj US txog tam sim no xyoo no, nrog Euro Stoxx 50
FESX00,
nce 6.2% nyob rau lub sijhawm ntawd, piv nrog 3.5% rau S&P 500.
Tau qhov twg los: https://www.marketwatch.com/story/us-stocks-could-fall-10-as-pain-trade-takes-hold-before-bouncing-back-later-in-the-year-11673630377? siteid=yhoof2&yptr=yahoo