Asmeskas cov khoom lag luam poob rau hnub ua lag luam kawg ntawm 2022, booking poob txhua hli thiab xyoo phem tshaj txij li xyoo 2008

Tag nrho peb qhov kev ntsuas tseem ceeb tau raug kev txom nyem rau xyoo tsis zoo txij li xyoo 2008 raws li qhov feem pua ​​​​ntawm kev poob qis. Dow poob 8.8% hauv 2022, thaum S&P 500 poob 19.4% thiab thev naus laus zis-hnyav Nasdaq poob 33.1%.

Dab tsi tsav kev lag luam

Teb Chaws Asmeskas cov khoom lag luam poob rau hnub Friday, kaw qhov kev lag luam kawg ntawm 2022 nrog kev poob txhua lub lim tiam thiab txhua hli.

Cov khoom lag luam thiab cov ntawv cog lus tau raug tsoo rau xyoo no raws li Tsoom Fwv Teb Chaws Reserve tau tsa nws cov txiaj ntsig cov paj laum ntau dua li ntau qhov kev xav tau raws li nws tau nrhiav kev cuam tshuam cov nyiaj txiag phem tshaj plaws hauv plaub xyoo caum. S&P 500 xaus rau xyoo 2022 nrog qhov poob ntawm 19.4%, nws qhov kev ua tau zoo tshaj plaws txhua xyoo txij li xyoo 2008 raws li qhov ntsuas tau ua tiav peb lub xyoos yeej, raws li Dow Jones Market Data.

Mark Heppenstall, tus thawj coj kev nqis peev ntawm Penn Mutual Asset Management tau hais tias "Cov tub lag luam tau nyob ntawm ntug," hauv kev xam phaj hauv xov tooj rau hnub Friday. "Nws zoo li tias muaj peev xwm tsav cov nqi qis yog tej zaum yooj yim dua me ntsis muab qhov crummy xyoo dhau los."

Cov khoom lag luam tau poob qis hauv lub lis piam tsis ntev los no raws li kev cia siab rau Fed txoj cai pivot ploj mus tom qab lub tuam txhab nyiaj hauv lub Kaum Ob Hlis tau qhia tias nws yuav tos txog xyoo 2024 kom txo cov paj laum.

Hnub kawg ntawm lub xyoo ua lag luam, kev lag luam tseem raug cuam tshuam los ntawm kev muag khoom kom kaw qhov kev poob uas tuaj yeem sau tawm ntawm cov nqi se, kev coj ua hu ua kev sau se poob, raws li Kim Forrest, tus thawj coj peev ntawm Bokeh Capital Partners. .

Ib qho kev xav tsis meej rau 2023 kuj tseem ua rau nws tus xov tooj hu, vim tias cov tub ua lag luam txhawj xeeb txog lub zog ntawm cov txiaj ntsig ntawm cov tuam txhab, kev lag luam thiab Asmeskas cov neeg siv khoom nrog rau lub caij nyoog plaub lub hlis twg cov nyiaj khwv tau los thaum ntxov xyoo tom ntej, Forrest tau hais.

"Kuv xav tias Fed, thiab tom qab ntawd cov nyiaj tau los nyob rau nruab nrab Lub Ib Hlis - cov no yuav teeb tsa lub suab rau rau lub hlis tom ntej. Txog thaum ntawd, nws yog leej twg xav tau, "nws hais ntxiv.

Lub tsev txhab nyiaj hauv Teb Chaws Asmeskas tau nce nws cov txiaj ntsig los ntawm ntau tshaj plaub feem pua ​​​​ntawm cov ntsiab lus txij li thaum pib ntawm lub xyoo, tsav cov nqi qiv rau lawv cov qib siab tshaj txij li xyoo 2007.

Lub sijhawm ntawm Fed thawj qhov kev txiav nyiaj paj laum yuav muaj kev cuam tshuam loj rau kev lag luam, raws li Forrest, tab sis qhov kev pom zoo tseem tsis paub meej, txawm tias Fed tau sim qhia tias nws npaj yuav khaws cov nqi siab dua ntev dua.

Ntawm cov ntaub ntawv kev lag luam pem hauv ntej, Chicago PMI rau lub Kaum Ob Hlis, cov ntaub ntawv tseem ceeb tshaj tawm ntawm lub xyoo, tuaj muaj zog tshaj qhov xav tau, nce mus rau 44.9 los ntawm 37.2 ib hlis ua ntej. Cov ntawv nyeem qis dua 50 qhia txog thaj chaw cog lus.

Xyoo tom ntej, "peb yuav muaj peev xwm hloov mus rau kev ntshai ntawm kev loj hlob ntawm kev lag luam uas tsis yog kev nce nqi," Heppensall hais. "Kuv xav tias qhov kev poob qis hauv kev loj hlob thaum kawg yuav ua rau muaj txiaj ntsig poob qis dua hauv kev nce nqi."

Nyeem: Cov tub ua lag luam Tshuag-kev lag luam ntsib 3 qhov kev lag luam poob qis hauv 2023

Eric Sterner, CIO ntawm Apollon Wealth Management, tau hais hauv kev sib tham hauv xov tooj rau hnub Friday tias nws cia siab tias Tebchaws Meskas tuaj yeem poob rau kev lag luam nyiaj txiag xyoo tom ntej thiab tias cov khw lag luam tuaj yeem pom cov hauv qab tshiab vim tias cov tuam txhab tuaj yeem kho lawv cov nyiaj tau los qis dua. Nws tau hais tias "Kuv xav tias qhov kev cia siab nyiaj tau los rau 2023 tseem siab dhau," nws hais.

Dow Jones Industrial Nruab Nrab, S&P 500 thiab Nasdaq Composite tau txais kev poob qis hauv ib lub lim tiam, ntxiv rau lawv cov kev poob rau lub Kaum Ob Hlis. Rau lub hli, Dow poob 4.2%, thaum S&P 500 poob 5.9% thiab Nasdaq poob 8.7%, FactSet cov ntaub ntawv qhia.

Nyeem: Cov khoom lag luam muaj nqis tounce kev loj hlob sib npaug hauv 2022 los ntawm keeb kwm dav dav

Raws li daim ntawv cog lus, US Treasury lag luam tau teev tseg nws lub xyoo phem tshaj txij li tsawg kawg yog xyoo 1970.

Cov tawm los rau 10-xyoo Txhab Nyiaj Sau Nyiaj
TUBMUSD 10Y,
3.879%
tau dhia 2.330 feem pua ​​​​ntawm cov ntsiab lus rau xyoo no mus rau 3.826%, nws qhov loj tshaj plaws txhua xyoo nce ntawm cov ntaub ntawv raws li cov ntaub ntawv rov qab mus rau 1977, raws li Dow Jones Market Data.

Ob xyoos Nyiaj Txiag yields
TUBMUSD 02Y,
4.423%
nce 3.669 feem pua ​​​​ntawm cov ntsiab lus hauv 2022 txog 4.399%, thaum 30 xyoo tawm los
TUBMUSD 30Y,
3.971%
dhia 2.046 feem pua ​​​​cov ntsiab lus xaus rau lub xyoo ntawm 3.934%. Qhov ntawd tau cim lub xyoo loj tshaj plaws nce ntxiv rau txhua qhov raws li cov ntaub ntawv rov qab mus rau xyoo 1973, raws li Dow Jones Market Data.

Sab nraum Teb Chaws Asmeskas, European cov khoom lag luam tau tawm ntawm lawv qhov feem pua ​​​​loj loj tshaj plaws rau ib lub xyoo txij li xyoo 2018, nrog rau Stoxx Europe 600
SXXP,
-1.27%,
ib qho Performance index ntawm euro-denominated shares, poob 12.9%, raws li Dow Jones Market Data.

Nyeem: Slumping US Tshuag lag luam lag luam thoob ntiaj teb ETFs li 2022 los txog qhov kawg

Tuam txhab uas muag tsom

• Tesla Inc. 
  TSLA,
  + 1.12%
  shares tau nce 1.1% tom qab lawv qhov kev poob qis tshaj plaws hauv ntau tshaj plaub xyoos.

• Southwest Airlines 
  LUV U,
  + 0.87%
  shares tau nce 0.9% as lub tuam txhab tau hais tias nws xav tau nws cov nyiaj so koobtsheej mus txawv tebchaws fiasco cuam tshuam rau plaub lub quarter profits.

• Las Vegas Sands Corp. 
  LWV,
  + 2.10%
  yog ib qho ntawm cov neeg ua yeeb yam zoo tshaj plaws hauv S&P 500 Performance index rau hnub Friday, nrog nws cov khoom xaus 2.1% siab dua, raws li nws tau lees paub txuas ntxiv kev ua si hauv Macau.

-Steve Goldstein tau pab txhawb rau kab lus no.