តើយើងនៅក្នុង 'ទីផ្សារគោថ្មី' ឥឡូវនេះទេ? អ្នកជំនាញនេះនិយាយថាបាទ

U.S. stocks are unlikely to see another down year even though the Fed is clearly not done raising rates just yet, says Ryan Detrick – Chief Market Strategist at Carson Group.

U.S. economy can avoid a recession

ពីមួយឆ្នាំទៅមួយឆ្នាំ, អេ អេស & ភី ៥០០ index is up more than 5.0%. Historically, Detrick noted this morning on CNBC’s "ការផ្លាស់ប្តូរទូទាំងពិភពលោក", that signals a strong year ahead.

តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

So goes January, goes the year. When the year before is down and January’s up 5.0%, only happened five times, that full year has never been lower. So, we’re thinking it’s a new bull market, honestly.

More importantly, he has confidence in strength of the consumer and, therefore, does not expect the U.S. economy to slide into a recession this year, especially after the American Express CEO alluded to that last week.  

What else could help boost stock prices?

Detrick is particularly bullish on cyclical value names in things like financials, industrials, and materials but is sticking to a more “neutral” stance on បច្ចេកវិទ្យា.

He expects the U.S. dollar to weaken this year, thereby unlocking continues upside for the equities market.

Historically, when the U.S. dollar is strong, things don’t do as well. Earnings aren’t so great because we’re dealing with a huge spike in dollar last year. If it continues to be weak, that can be a tailwind.

There’s a more than 98% probability that the U.S. central bank will switch to a narrower 25 basis points increase in interest rates this week – that’s according to the ឧបករណ៍ CME FedWatch.