Lub limtiam tibneeg coob tshaj plaws ntawm lub xyoo rau cov tub ua lag luam yog nyob ntawm no.
Lub lim tiam ntawm kev ua lag luam-txhim kho kev lag luam tseem tos cov tub ua lag luam nyob rau hnub tom ntej, hais txog los ntawm Fed, cov nyiaj tau los ntawm thev naus laus zis, thiab cov ntaub ntawv tseem ceeb ntawm kev lag luam.
Tsoom Fwv Teb Chaws Reserve lub rooj sib tham tshiab tshaj tawm txoj cai tau teem tseg rau hnub Tuesday thiab Wednesday, Lub Xya Hli 26-27, nrog rau lub tuam txhab nyiaj hauv nruab nrab yuav tsum muaj. nce paj paj lwm 75 lub hauv paus ntsiab lus.
Ntawm cov nyiaj khwv tau los, qee qhov feem ntau S&P 500 feem ntau hnyav hnyav - suav nrog Microsoft (MSFT), Cov tsiaj ntawv (GOOGL), Meta Platforms (FB), Manzana (AAPL), thiab Amazon (AMZN) - yog nyob ntawm ntau dua 170 lub tuam txhab tau teem sijhawm los tshaj tawm cov txiaj ntsig thib ob ntawm peb lub hlis twg txog rau hnub Friday.
Tsis tas li ntawm qhov tsom teeb yuav yog hnub Thursday qhov kev kwv yees ua ntej ntawm GDP thib ob hauv peb lub hlis twg, vim tias cov neeg koom nrog kev lag luam txuas ntxiv mus sib cav seb puas yog kev txom nyem twb tab tom ua lawm. Cov kws lag luam xav tias daim ntawv tshaj tawm no yuav qhia tias kev lag luam loj hlob ntawm ib xyoos ib zaug ntawm 0.5% lub quarter dhau los, raws li kev kwv yees los ntawm Bloomberg.
Tag nrho peb qhov loj US indexes logged nce lub lim tiam dhau los tom qab dav-raws li kev nce qib hauv cov sectors. Ntawm Hnub Tuesday, 98% ntawm cov khoom lag luam nyob rau hauv lub benchmark S&P 500 siab, tshaj plaws txij li thaum lub Kaum Ob Hlis 26, 2018, thawj hnub ua lag luam tom qab kev lag luam hauv qab uas tshwm sim rau lub Kaum Ob Hlis 24, 2018, raws li cov ntaub ntawv los ntawm LPL Nyiaj txiag.
Cov txiaj ntsig tsis ntev los no tau thawb qhov ntsuas kwv yees li 6% txij li lub Rau Hli 16, ua rau muaj kev cia siab ntawm qee tus tub ua lag luam uas qhov phem tshaj ntawm kev lag luam poob qis dhau los.
"Txawm hais tias qhov dav tsis txaus ntseeg thaum lub sijhawm ua lag luam kev sib tw txij li lub Rau Hli qis, cov hnub zoo li hnub Tuesday yog qhov peb tab tom nrhiav, thiab tuaj yeem mus ntev mus rau kev hloov tus cwj pwm ntawm lub khw no," LPL tus kws tshaj lij Scott Brown tau hais hauv tsab ntawv ceeb toom. . "Yuav kom paub meej, S&P 500 tseem tsis tau tawm hauv hav zoov."
Hnub Tuesday thawb qhov Performance index mus rau qhov ze tshaj li 50-hnub txav nruab nrab thawj zaug txij li lub Plaub Hlis 20, tab sis nws tseem yog luv luv ntawm lig-Lub rau hli ntuj intraday highs, Brown taw qhia.
Yog tias Tsoom Fwv Teb Chaws Reserve tau nce mus txog peb lub hlis twg ntawm qhov feem pua ntawm cov ntsiab lus tom qab lub lim tiam no, Tsoom Fwv Teb Chaws cov nyiaj yuav tau tsiv los ntawm ze li ntawm 0% tsawg dua tsib lub hlis dhau los mus rau qhov ntau ntawm 2.25% -2.5% - ib theem nyob rau hauv txoj kab nrog rau feem ntau. cov neeg ua haujlwm kwv yees ntawm qhov nruab nrab ntev.
"Lub Fed tau hais rau peb tias lawv tsis zoo li yuav tso lub brakes kom txog thaum lawv pom qhov kev ntseeg siab hloov pauv ntawm kev nyeem ntawv nyiaj txiag txhua hli uas yuav qhia txog kev nce qib ntawm Fed 2% lub hom phiaj," PGIM Cov Nyiaj Tau Los Tsaus Tus Thawj Coj Tus Thawj Fwm Tsav Tebchaws Ellen Gaske tau hais hauv emailed lus. "Peb cia siab tias Powell yuav rov hais dua cov lus ntawd ntawm nws lub rooj sib tham tom qab lub rooj sib tham."
Thawj Tswj Hwm Federal Reserve Chair Jerome Powell tau teem sijhawm xa cov lus hais thaum 2:30 teev tsaus ntuj ET Wednesday, tsis ntev tom qab US central bank txoj cai txiav txim siab tawm thaum 2:00 teev tsaus ntuj ET.
"Peb xav tias nws yuav sai sai rau Fed kom nthuav tawm ntau qhov kev xav rau yav tom ntej, vim tias qhov kev nyeem ntawv nyiaj txiag tsis ntev los no tseem pom cov nqi siab thiab nthuav dav," Gaske tau hais. "Tab sis nrog txhua qhov kev taug kev ntxiv los ntawm qhov no, qhov cuam tshuam tsis zoo ntawm Fed cov kev ntsuas nruj yuav yog qhov tseem ceeb dua los xav txog."
Lub hli tas los, Asmeskas cov neeg siv khoom lag luam tau nrawm dua ntawm qhov nrawm tshaj plaws txhua xyoo txij li lub Kaum Ib Hlis 1981. Lub Chaw Haujlwm Saib Xyuas Kev Ua Haujlwm ntawm Cov Neeg Siv Khoom Siv (CPI) tau xav txog ib xyoos dhau ib xyoos. nce ntawm 9.1% nyob rau lub Rau Hli kev nyeem ntawv, kos lub siab tshaj plaws luam tawm ntawm lub voj voog nyiaj txiag.
Cov kws tshawb fawb nyiaj txiag ntawm Goldman Sachs tau hais hauv tsab ntawv ceeb toom lub lim tiam dhau los tias kev cia siab nyiaj txiag tseem ceeb tau txo qis txij li FOMC tau ntsib dhau los thaum Lub Rau Hli, hais txog kev hloov kho qis rau University of Michigan qhov kawg nyeem ntawm 5-10 xyoo kev cia siab nyiaj txiag, kev poob qis hauv daim ntawv ntsuam xyuas ua ntej Lub Xya Hli. , thiab "khoom siv" downtrend hauv kev lag luam raws li kev ntsuas ntawm kev nce nqi.
"Qhov kev txo qis ntawm kev cia siab ntawm kev nce nqi no yog ib qho laj thawj vim li cas peb cia siab tias FOMC yuav tsis ua kom lub sijhawm taug kev nyob ze thiab yuav xa 75bp mus ncig ntawm lub Xya Hli FOMC lub rooj sib tham," Goldman economists coj los ntawm Jan Hatzius tau hais.
Ntxiv rau Fed thiab cov nyiaj tau los, cov tub ua lag luam yuav saib xyuas tsoomfwv thawj qhov kev kwv yees ntawm cov khoom lag luam hauv tebchaws - qhov kev ntsuas dav tshaj plaws ntawm kev lag luam - rau lub quarter thib ob, teem rau hnub Thursday sawv ntxov.
cov Atlanta Federal Reserve qhov tseeb GDPNow kwv yees rau Q2 GDP thaum Lub Xya Hli 19, qhia tias kev lag luam yuav poob qis 1.6% lub quarter dhau los. Yog tias pom tau, qhov kev poob qis no yuav ua rau lub quarter thib ob ntawm kev loj hlob tsis zoo ntawm kev lag luam thiab lees paub rau qee tus kws tshaj lij hais tias kev lag luam tau nkag mus rau kev lag luam poob qis.
Raws li cov ntaub ntawv los ntawm Bloomberg, Wall Street cov kws lag luam xav tias GDP loj hlob ntawm ib xyoos ib zaug ntawm 0.5% lub quarter dhau los.
Ntawm cov nyiaj khwv tau los, cov txiaj ntsig los ntawm mega-caps yuav raug saib xyuas zoo, txawm tias ntau pua lub npe yuav nyiam cov neeg ua lag luam nyob rau hauv ib lub lis piam uas muaj neeg coob tshaj plaws rau cov txiaj ntsig ntawm lub xyoo. Ntxiv rau qhov kev ua tau zoo rau peb lub hlis dhau los no, cov lus hais los ntawm tech heavyweights ntawm kev ntiav cov phiaj xwm lossis lwm yam kev hloov kho rau lawv qhov kev pom muaj feem cuam tshuam nrog kev lag luam macroeconomic headwinds yuav raug soj ntsuam.
Hauv lub asthiv tsis ntev los no, Apple, Microsoft, Google, thiab Meta muaj txhua tus hais tias lawv yuav rov qab mus ua haujlwm hla tej thaj chaw.
raws li FactSet Kev Tshawb Fawb, 21% ntawm cov tuam txhab hauv S&P 500 tau tshaj tawm cov nyiaj khwv tau los ntawm peb lub hlis thib ob mus txog rau hnub Friday, tsuas yog 68% nthuav tawm cov nyiaj tau los tiag tiag rau ib feem ntawm qhov kev kwv yees - qis dua tsib xyoos nruab nrab ntawm 77%. Ib qho kev khwv nyiaj tau los kuj tseem, hauv qhov sib sau ua ke, tsuas yog 3.6% saum toj no kev kwv yees, tsawg dua li ib nrab ntawm tsib xyoos nruab nrab ntawm 8.8%.
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Economics daim ntawv qhia hnub:
Monday: Chicago Fed lub teb chaws kev ua index (Lub Rau Hli), Dallas Fed manufacturing lag luam Performance index (Lub Rau Hli)
Tuesday: Tus nqi tsev Performance index (Tsib Hlis), S&P Case-Shiller lub teb chaws tus nqi ntsuas tsev (Tsib Hlis), Lub Rooj Sib Tham Pawg Neeg Saib Xyuas Kev ntseeg siab (Lub Xya Hli), Kev muag tsev tshiab (Lub Rau Hli), Richmond manufacturing Performance index (Lub Rau Hli)
Wednesday: MBA daim ntawv thov qiv nyiaj (lub lis piam xaus Lub Xya Hli 22), Cov khoom xa tuaj ntev (Lub Rau Hli), Cov Khoom Muag Khoom Muag (Lub Rau Hli), Cov Khoom Muag Khoom Muag (Lub Rau Hli), Kev Muag Khoom Hauv Tsev (Lub Rau Hli), FOMC nqe lus, Fed tus paj laum txiav txim siab, Fed Chair Jerome Powell xovxwm sablaj
Hnub plaub: GDP (Q2 kev kwv yees ua ntej), Cov ntawv thov tsis ua haujlwm pib (lub lim tiam xaus Lub Xya Hli 22), Kev thov txuas ntxiv (lub lim tiam xaus Lub Xya Hli 15), Kansas City Fed composite index (Lub Xya Hli)
Friday: Core PCE tus nqi Performance index (Lub Rau Hli), PCE tus nqi Performance index (Lub Rau Hli), Cov nyiaj tau los ntawm tus kheej (Lub Rau Hli), Kev siv tus kheej (Lub Rau Hli), Kev noj tus kheej tiag tiag (Lub Rau Hli), Chicago PMI (Lub Xya Hli), UMich cov neeg siv khoom xav tau qhov ntsuas (Lub Xya Hli ua ntej), UMich 5-xyoo kev cia siab nce nqi (Lub Xya Hli ua ntej)
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Nyiaj tau los Calendar:
Monday: Yis dej (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Equities (YOG), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (TSIS)
Tuesday: Microsoft (MSFT), Cov tsiaj ntawv (GOOGL), Coca-Cola (KO), McDonald's (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (ib ce), 3M (mmm), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Nyiaj Txiag (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Kub (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (Ter), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)
Wednesday: Meta Platforms (META), Boeing (BA), Ford (UA)F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (Hlt), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (NCUAV MOG QAB ZIB), American Water Works (AWK), Ryder System (R), Qhov tseeb (GPC), Kev Tswj Pov Hwm (WM), Community Health Systems (CYH), Molina Healthcare (Tsab), Owens Corning (OC)
Hnub plaub: Kua (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Ntiaj Teb (HTZ), T.Rowe Nqe (KHWV), Valero Zog (VLO), Northrop Grumman (NOC), VF Corporation (VFC), Frontier Group (ULCC), Southwest Air (Luv), Harley-Davidson (npua), Plhaub (SHEL), Stanley Black thiab Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (Syria), Hershey (HSY), PG&E (PCG), Hartford Nyiaj Txiag (HIG), Celanese (CE)
Friday: AstraZeneca (AZN), Sony (TUS), Aon (AON), BNP Paribas (BNPQY)
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Alexandra Semenova yog tus sau xov xwm rau Yahoo Nyiaj Txiag. Ua raws nws ntawm Twitter @alexandraandnyc
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
Rub tawm Yahoo Nyiaj Txiag app rau Kua or Android
Ua raws li Yahoo Finance Twitter, Facebook, Instagram, Flipboard, LinkedIn, Thiab YouTube
Tau qhov twg los: https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html