Cov neeg ua lag luam zom cov CPI qis dua li qhov xav tau raws li kev pheej hmoo ntawm cov khoom muaj nqis sib sau thaum DXY poob rau hnub so

Yuav luag tag nrho ntawm 2022, US cov ntaub ntawv nce nqi tau ua rau muaj mob hauv kev lag luam, txawm li cas los xij, kev poob qis hauv Lub Kaum Hli tau ua rau muaj kev cia siab tshiab rau Fed tsis tshua muaj kev taug kev. Cov neeg ua lag luam tau tuav lub sijhawm nrog ob txhais tes raws li Asmeskas cov peev txheej thiab cov nyiaj tau los tas li tau muaj lawv hnub zoo tshaj plaws txij li lub caij nplooj ntoo hlav xyoo 2020 thaum cov nyiaj daus las poob nrog nws qhov kev poob qis tshaj plaws txhua hnub txij li xyoo 2009.

Teb Chaws Asmeskas kev nce nqi nce mus rau 7.7% los ntawm 8.2% hauv lub Cuaj Hli uas pom qhov qeeb qeeb ntawm kev nce nqi txij li Lub Ib Hlis.

Cov nyiaj txiag tseem ceeb tau nce 0.3% thaum Lub Kaum Hli thiab coj cov lej tseem ceeb rau 6.3% los ntawm nws plaub caug xyoo siab ntawm 6.6%.

Kev hloov pauv txhua hli hauv cov tub ntxhais CPI: (Source: Macroscope)
Kev hloov pauv txhua hli hauv cov tub ntxhais CPI: (Source: Macroscope)

Kev cia siab dua tshiab ntawm kev poob qis hauv kev nce qib thiab qhov kawg ua ntej rau lub voj voog pub noj vim qhov tseem ceeb qeeb thiab kev nce nqi nce ntxiv. Philadelphia Fed Thawj Tswj Hwm Patrick Harker tau tawm tswv yim,

"Kuv cia siab tias peb yuav qeeb qeeb ntawm peb cov nqi nce siab thaum peb mus txog qhov kev txwv txaus txaus."

Kev cia siab tam sim no tau ruaj khov rau qhov 50bps hike nyob rau lub Kaum Ob Hlis, thiab 19bps txiav los ntawm cov nyiaj pub dawb tus nqi siab tshaj plaws uas xav tau nyob rau lub Rau Hli.

Cov nyiaj thiab cov khoom muag: (Source: TradingView)
Cov nyiaj thiab cov khoom muag: (Source: TradingView)

Kev poob qis hauv Teb Chaws Asmeskas cov nyiaj tau los thiab cov nyiaj Dollar pom kev noj qab haus huv rau kev pheej hmoo ntawm cov khoom muaj nqis raws li cov tub ua lag luam pom cov xov xwm kev nce nqi uas muaj feem cuam tshuam. Teb Chaws Asmeskas cov peev nyiaj tau nce nrog S&P kaw 5.5% siab dua, Nasdaq 7.4% siab dua, nrog rau kub thiab nyiaj nce ntxiv. Ob qho Bitcoin thiab Ethereum rallied ntawm cov xov xwm zoo, 6% thiab 8% feem.

Qhov kev tawm tsam no tau luv luv raws li FTX sage nthuav tawm. Cov tub ua lag luam tau ntsib lub sijhawm luv luv ntawm kev cia siab uas ua rau cov nqi nce ib ntus ua ntej qhov kev xav tsis zoo tau tuav ib zaug ntxiv thiab rov pib dua, uas tam sim no thawb tus nqi qis dua li yav dhau los.

Nasdaq dais lag luam rally: (Source: Stockcharts)
Nasdaq dais lag luam rally: (Source: Stockcharts)

Kaum Ib Hlis 10, pom Nasdaq rally 7.5% qhov nce loj tshaj plaws txij li lub Peb Hlis 2020, thiab raws li Stockcharts hnub zoo li qhov no tsis tshwm sim hauv kev lag luam bull. Hauv 2000-2002, Nasdaq muaj 14 hnub nce ntawm 6% lossis ntau dua thiab cov tub ua lag luam yuav tsis raug hu rau hauv qab ntawm txhua 14 zaus.

Tsis tas li ntawd, hauv 2008-2009, Nasdaq tau nce 6% lossis ntau dua rau 6 hnub, thiab cov tub lag luam yuav tsis raug 4 zaug xav tias hauv qab tau tshwm sim.

Raws li kev lag luam tau saib yav tom ntej cov lus piav qhia yuav tau hloov pauv los ntawm kev nce nqi nce siab, mus rau qhov muaj peev xwm poob qis uas yuav pom Fed ncua sijhawm, pivot, lossis txawm tias thaum kawg rov ua kom muaj nuj nqis ntawm qee qhov taw qhia hauv thawj ib nrab ntawm 2023.

Muab tso rau hauv: Xyooj Market, Kev tshawb fawb

Tau qhov twg los: https://cryptoslate.com/investors-digest-lower-than-expected-cpi-as-risk-on-assets-rallied-while-dxy-sunk-into-the-weekend/