"Fed Chair Jerome Powell cov lus hais hnub no ntawm Fed's Jackson Hole lub rooj sib tham yog luv luv thiab hawkish," sau Ed Yardeni, tus thawj coj kev nqis peev ntawm Yardeni Research. "Nws txwv tsis pub muaj kev cia siab uas Fed xav tau pause nws nruj thiab tej zaum yuav txo cov paj laum xyoo tom ntej. "
Puas yog nws puas tau, thiab kev lag luam tsis nco cov lus. Dow Jones Industrial Nruab Nrab poob qis 3% rau hnub Friday thiab ua tiav lub lim tiam poob 4.3%, thaum
S&P 500
index poob 3.4% kaw lub lim tiam tawm 4.%. Nws yog lawv lub lis piam phem tshaj plaws txij li lub Rau Hli.
Nws tsis yog tias cov tub ua lag luam txhawj xeeb txog qhov tshwm sim ntawm lub rooj sib tham tom ntej. Raws li cov CME FedWatch cuab yeej, kev lag luam yav tom ntej yog tus nqi hauv 61% txoj hauv kev ntawm peb lub hlis twg tus nqi nce siab tom qab Powell tau hais rau hnub Friday, nqis los ntawm 64% hnub ua ntej. Qhov kev ntshai tiag tiag zoo li tsis yog hais txog qhov loj ntawm kev taug kev mus tom ntej, tab sis thaum lub sijhawm taug kev nres thiab ntev npaum li cas tus nqi yuav nyob siab - txawm tias nws txhais tau tias ua rau muaj kev poob qis. "[Peb] tsis xav tias lub tuam txhab nyiaj hauv nruab nrab tau npaj 'pivot' tam sim no," sau Thomas Mathews, tus kws tshaj lij kev lag luam ntawm Capital Economics. "Qhov ntawd, peb xav tias, txhais tau hais tias lub tuam txhab nyiaj hauv nruab nrab yuav nyob twj ywm rau hauv kev lag luam rau ib ntus tseem."
Thiab tshwj xeeb tshaj yog rau cov khoom lag luam loj hlob. Nws yuav tsum tsis txhob tuaj raws li ib tug surprise tias tech-hnyav
Nasdaq Composite
coj qhov kev puas tsuaj loj heev, poob 3.9% rau hnub Friday kom xaus lub lim tiam poob 4.4%. Qhov ntawd ua rau kev nkag siab, muab qhov ntawd kim kev loj hlob stocks yog feem ntau rhiab heev rau nce cov paj laum, thiab cov khoom lag luam nyiam
Nvidia
(ticker: NVDA) thiab
Kev Ua Lag Luam Tawm
(TTD), uas pauv ntawm 42.7 thiab 57.9 npaug ntawm cov nyiaj tau los, feem, tseem tsis pheej yig.
Cov tub lag luam zoo li tsis tuaj yeem tso lawv tawm, txawm li cas los xij. Raws li Goldman Sachs cov ntaub ntawv, kev loj hlob ntawm kev sib koom ua lag luam tau thauj khoom ntawm cov khoom lag luam ntawm 20 npaug ntawm cov nqi lag luam / muag lossis siab dua thaum lub quarter thib ob ntawm lub xyoo. Qhov ntawd txhais tau tias ntxiv cov khoom lag luam zoo li
Paj daus
(SNOW), Trade Desk, thiab Nvidia, thiab lwm yam. Qhov ntawd ua haujlwm tau zoo thaum lub sijhawm hloov pauv thaum Lub Rau Hli qis, tab sis tuaj yeem mob tshwj xeeb yog tias Fed yuav nce tus nqi siab dua li cov tub ua lag luam tau xav. "Qhov kev hais lus no zoo li yuav ua rau qis qis rau kev lag luam kev lag luam, nrog rau 'kev loj hlob' kev lag luam. thiab 'ntev ntev' subsectors thiab cov khoom lag luam tau raug mob hnyav tshaj plaws, "sau Wolfe Research Strategist Chris Senyek.
Nws tuaj yeem ua rau kev caij pob zeb los ntawm tam sim no mus rau lub rooj sib tham Fed tom ntej rau lub Cuaj Hlis 2.
Sau rau Ben Levisohn ntawm [email tiv thaiv]