Cov tub lag luam yuav tsum tau ceev faj, raws li BofA Securities 'Savita Subramanian.
Txawm hais tias Lub Ob Hlis tau ncaws tawm ntawm daim ntawv muaj zog, nws tau ceeb toom ntawm CNBC's "Fast Money" kev lag luam tsis sib haum ua ntej.
"Nws yuav yog ib lub xyoo uas peb xav tsis thoob los ntawm kev hloov pauv," lub tuam txhab Asmeskas tus thawj coj ntawm kev ncaj ncees thiab kev tshawb fawb ntau tau hais rau hnub Tuesday. "Nov yog ib lub xyoo uas peb rov ntsuas qhov kev cia siab rau ib puag ncig uas cov nyiaj tau los ntawm cov nyiaj tau los yuav txav los ntawm xoom - tsis muaj nuj nqis hnub no - rau qee yam ze rau 2% thaum kawg ntawm lub xyoo."
Lub sijhawm no, nws zoo li Wall Street tab tom yuav hom. Dow, S&P 500 thiab Nasdaq yog nyob rau peb-hnub yeej streak tom qab lub Ib Hlis Ntuj. “
Subramanian hais tias "Kuv tsuas yog tsis xav tias nws yog lub sijhawm los yuav S&P 500 wholesale," "Kuv tsis xav tias qhov no yuav yog ib xyoos uas S&P rov qab los zoo."
Raws li CNBC tus kws tshaj lij kev lag luam kev lag luam, Subramanian muaj qhov thib ob qis tshaj S & P 500 tus nqi phiaj ntawm Txoj Kev. Nws lub hom phiaj yog 4,600, uas txhais tau hais tias 1% poob los ntawm hnub Tuesday kaw thiab txog li 5% poob ntawm qhov ntsuas txhua lub sijhawm siab.
"Nruab nrab hnub no thiab lub xyoo kawg, peb yuav ntaus lub hom phiaj ntau zaus, thiab peb yuav pom qee qhov kev sib tw loj los ntawm kev ua lag luam," nws hais.
Thiab, Subramanian ntseeg tias Fed yuav tsis tuaj cawm.
Nws tau sau tseg tias "Peb yuav tsum tau siv lub tswv yim tias cov cuab yeej cuab tam kev nce nqi yuav nyob tom qab peb, thiab tam sim no peb tab tom mus rau kev nce nqi tiag," nws sau tseg.
BofA pab pawg kev lag luam kwv yees tias Tsoom Fwv Teb Chaws Reserve yuav nce qib xya zaus xyoo no. Subramanian cia siab tias qhov kev txav yuav ua rau mob hnyav rau thaj chaw nrov ntawm kev ua lag luam.
Subramanian tau hais tias "Kuv tsis xav tias kev ua lag luam yog tus nqi uas nyob rau hauv," said Subramanian. "Dab tsi raug mob yog qee qhov ntev ntawm cov khoom lag luam loj hlob nyob rau hauv ib puag ncig uas cov nqi txo tau nce. Thiab, qhov ntawd yog qhov kuv xav tias S&P tej zaum yuav muaj teeb meem vim qhov ntawd yog qhov hnyav dua hauv qhov ntsuas. "
Subramanian cov lus qhia rau cov tub ua lag luam: Tsis txhob Big Cap Tech thiab cov npe loj hlob uas tau vam meej thaum lub sijhawm muaj peev txheej dawb thiab tsis muaj nyiaj tau los. Hloov chaw, nrhiav cov khoom lag luam zoo ua lag luam ntawm tus nqi qis.
Subramanian hais tias "Xov xwm zoo yog tias cov tuam txhab thiab cov neeg siv khoom tau tuav nyiaj ntau dua li lawv tau rov qab rau xyoo 2008 [thiab] 2009," hais Subramanian. "Qhov no tuaj yeem yog qhov chaw zoo dua rau qee cov tuam txhab nyiaj txiag nplua nuj."
Subramanian teev lub zog ua piv txwv. Nws yog hnub Tuesday qhov ua tau zoo tshaj plaws S&P 500 pab pawg.
"Nws tseem muaj ntau dua nyiaj pub dawb ntau dua li hais TIPS lossis lwm tus neeg sawv cev rau kev tiv thaiv kev nce nqi." nws hais. "Nws tseem yog ib qho ntawm cov kev lag luam qis tshaj plaws los ntawm cov thawj coj ntev."
Nws kuj nyiam cov kaus mom me me thiab cov pab pawg muaj txiaj ntsig suav nrog nyiaj txiag thiab kev kho mob.
Subramanian tau hais tias "Kuv lub mantra rau lub xyoo tsuas yog siv qhov kev hloov pauv raws li kev yuav khoom rau cov khoom lag luam zoo, cov nyiaj pub dawb pub dawb," Subramanian tau hais.
Disclaimer
Tau qhov twg los: https://www.cnbc.com/2022/02/01/volatility-to-shock-investors-in-messy-market-bofas-subramanian-says.html