Kev nce nqi nyiaj txiag, cov nqi tsheb siv tuaj yeem dhia siab dua: Jim Bianco

Washington txoj kev siv zog los txwv kev nce nqi yuav poob qis tshwj xeeb rau xyoo no, raws li tus kws tshaj lij kev lag luam Jim Bianco.

Thiab, nws ntseeg tias lub lim tiam no cov ntaub ntawv nyiaj txiag tseem ceeb yuav pab ua pov thawj nws.

“Kuv tsis pom ib yam dab tsi uas yuav txo tau tus nqi nce nqi. Muaj qee yam uas yuav txo tau cov nqi tshuaj noj thiab tej zaum ob peb yam ntxiv, "Bianco Research Thawj Tswj Hwm hais rau CNBC's "Nyiaj ceev nyiaj” nyob rau hnub Monday. "Tab sis qhov ntawd puas yuav txo qis CPI? Qhov ntawd puas yuav txo qis CPI mus rau qhov chaw uas peb tuaj yeem pib tus nqi tiag? Tsis yog, kuv tsis xav li ntawd. "

Tsoom fwv tso nws Consumer Price Index [CPI], uas taug qab cov nqi tib neeg them rau cov khoom thiab cov kev pabcuam, rau lub Xya Hli hnub Wednesday. Dow Jones cia siab tias tus lej yuav los ntawm 8.7%, nqis 0.4% txij lub Rau Hli. Tus lej xov tooj suav nrog lub zog thiab zaub mov, tsis zoo li Core CPI. Hnub Thursday, tsoomfwv tau tshaj tawm nws Cov Khoom Muag Khoom Muag Khoom Muag [PPI].

Bianco sib cav ncov nyiaj txiag tej zaum tseem yuav ua ntej.

“Inflation tseem pheej. Nws puas yuav nyob 9.1%? Tej zaum tsis yog. Tab sis nws yuav nyob twj ywm rau hauv 4%, 5% lossis 6% ntau, "nws hais. “Qhov ntawd txhais li cas? Peb yuav xav tau 5% lossis 6% cov nyiaj tau los, yog tias qhov kev nce nqi yuav daws tau. "

Tsis muaj kev daws teeb meem nyob ze, raws li Bianco. Tsuav tus lej nyiaj tau los kub, nws ceeb toom tias kev nce nqi yuav txuas ntxiv tuav kev lag luam.

“Wage inflation, los ntawm qhov peb pom hauv tsab ntawv ceeb toom rau hnub Friday, yog ntawm 5.2% [xyoo-rau-xyoo], thiab nws zoo nkauj heev nyob rau ntawd, "Bianco hais. "Yog tias peb muaj 5% nyiaj ua haujlwm, koj tuaj yeem them 5% kev nce nqi. Yog li, nws yuav tsis mus ntau hauv qab cov nyiaj ua haujlwm. Peb yuav tsum tau txais cov nyiaj ua haujlwm nqis mus rau 2% thiaj li kom tau nyiaj nce mus rau 2% thiab cov nyiaj ua haujlwm tsis txav tam sim no. "

'Yog tias koj tsis them ntxiv rau lub tsheb ntawd, ces koj yuav tsum taug kev'

Bianco teev siv cov nqi tsheb ua piv txwv tseem ceeb ntawm kev nce nqi tsis tu ncua. Nws ntseeg tias tus nqi ntawv nplaum siab yuav tsis muaj txiaj ntsig zoo rau lub hlis vim qhov kev thov, cov teeb meem ntawm cov saw hlau thiab cov nti tsis txaus yuam kom cov neeg tsim khoom txo qis cov yam ntxwv hauv tsheb tshiab.

Bianco hais tias "Yog tias koj tsis them nyiaj ntxiv rau lub tsheb, ces koj yuav tsum tau taug kev vim tias tsuas yog txoj kev koj yuav caij tsheb tam sim no," Bianco hais.

Raws li cov CarGurus index, tus nqi nruab nrab rau ib lub tsheb siv yog $30,886, nce 0.2% dhau 90 hnub dhau los thiab 10.5% xyoo dhau los.

"Cov nqi tsheb siv hauv 18 lub hlis dhau los Nws tau hais ntxiv tias "Nws yog ib qho kev nqis peev zoo tshaj plaws uas tib neeg tuaj yeem muaj."

Bianco cia siab tias Txoj Cai txo nqi nce nqi, uas tau dhau los ntawm Senate lub asthiv no, yuav muaj kev cuam tshuam tsis zoo yog tias nws tau raug cai.

Bianco tau hais tias "Ntau yam ntawm cov khoom no tsis ncaws rau lwm ob peb xyoos ntxiv," Bianco tau hais. "Nyob hauv lub ntiaj teb uas peb xav paub seb Fed yuav ua li cas rau lub Cuaj Hli thiab thaum kev nce nqi nce siab, cov no yog '22, '23 dab neeg. Cov no mus txuas ntxiv ua tus thawj coj ntawm kev lag luam. "

Lub Tsev yuav tsum pov npav rau hnub Friday ntawm txoj cai lij choj.

Disclaimer

Tau qhov twg los: https://www.cnbc.com/2022/08/08/wage-inflation-used-car-prices-could-jump-higher-jim-bianco.html