Vim li cas Guggenheim's Scott Minerd pom cov khoom lag luam poob ntxiv 20% thaum Lub Kaum Hli

Ntawv loj

Guggenheim Securities Chief Investment Officer Scott Minerd cia siab tias cov khoom lag luam yuav poob qis dua 20% los ntawm nruab nrab Lub Kaum Hli, hais txog kev sib txuas ntawm tus nqi-rau-tau txais txiaj ntsig thiab kev nce nqi.

"Peb yuav tsum pom cov khoom lag luam poob qis dua 20% thaum nruab nrab Lub Kaum Hli ... yog tias cov caij nyoog keeb kwm txhais tau li cas," Minerd tau hais hauv tweet.

Cov tub lag luam tau tawm tsam nrog kev txhawj xeeb txog yuav ua li cas hawkish Tsoom Fwv Teb Chaws Reserve yuav nyob rau hauv nws txoj kev sib ntaus los tswj cov keeb kwm kev nce nqi siab. Lwm cov teeb meem macroeconomic, zoo li Teb chaws Europe lub zog ntsoog thiab nruj Covid-19 lockdowns hauv Suav teb, kuj muaj dented investor sentiment. Cov

S&P 500
tau poob txog 16% xyoo no. Minerd cia siab tias cov khoom lag luam yuav poob qis hauv cov khoom lag luam mus txog nruab nrab ntawm lub hlis tom ntej.

Ua raws li nws tweet hnub Thursday, Minerd tau xam phaj hauv CNBC qhov chaw nws tau hais tias "thaum koj tab tom saib keeb kwm ... nws yog qhov txaus ntshai kom pom tus nqi khwv tau los ntawm qhov twg."

Minerd tau hais ntxiv tias Lub Yim Hli mus txog Lub Kaum Hli feem ntau yog lub sijhawm phem tshaj plaws rau cov khoom lag luam, thiab "raug muab lub zog tsis ntev los no nyob rau ob peb hnub dhau los, nws tsuas yog pom tias tib neeg tsis quav ntsej txog macro backdrop, nyiaj txiag txoj cai backdrop, uas yuav qhia tau tias lub lag luam dais yog. tsis tu ncua thiab muab qhov twg raws caij nyoog thiab nyob deb npaum li cas ntawm kab peb muaj keeb kwm nrog qhov twg P / E yog, peb yuav tsum pom qhov kev hloov kho tshiab ntawm cov nqi nrawm heev. "

S&P 500 tau nce 1.3% lub hlis no. Cov

Dow Jones Muaj Nruab Nrab
tau nce li 0.8% thiab

Nasdaq Composite
tau nce 0.4%.

Minerd tau hais ntxiv tias qhov kev sib cav tuaj yeem ua rau cov nyiaj tau los mus tom ntej tuaj yeem "siv" thiab qhov ntawd yuav pab tau tus nqi / nyiaj tau los piv, tab sis "muab qhov cuam tshuam peb nyob hauv, uas peb yuav zoo heev twb nyob rau hauv kev lag luam, kuv tsis 'tsis pom cov nyiaj tau los nce siab heev. "

"Qhov tseeb, kuv pom qee qhov kev poob qis ntawm cov nyiaj tau los ntawm lub zog thiab lwm cov haujlwm uas peb tau poob qis," nws hais.

Sau rau Angela Palumbo ntawm [email tiv thaiv]