រង្វាស់អតិផរណាដែលពេញចិត្តរបស់ Fed បានបន្ធូរបន្ថយបន្ថែមទៀតនៅក្នុងខែវិច្ឆិកា

អេស & ភី ៥០០ opened down again on Friday even after the U.S. Bureau of Economic Analysis said the core personal consumption expenditures price index continued to relax in November.

តើ​វា​មានន័យ​ដូចម្តេច​សម្រាប់​ទីផ្សារ​ភាគហ៊ុន?

Versus the previous month, the រង្វាស់អតិផរណាដែលពេញចិត្តរបស់ Fed was up 0.2% – in line with the economists’ forecast.


តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

Still, Michael Landsberg – the Chief Investment Officer at Landsberg Bennett Private Wealth Management recommends caution on the ទីផ្សារភាគហ៊ុន at least through the first half of the coming year.

I think there’s some consumer areas that super high credit debt, super low cash balances – that’s a problem going forward. So, I think we’re cautious probably for the next six months.

On a year-over-year basis, the core PCE price index was up 4.7%; a leg down from 5.0% in October. For the year, the benchmark index is down just over 20% at writing.

Landsberg finds two sectors worth investing

To be clear, Landsberg is not suggesting that you close shop and shut the drapes entirely on the equities market. On CNBC’s “ ប្រអប់ Squawk”, he actually greenlit investing in the defensive names, but recommended being selective even within those.

I think there are some spots in the market you could be selective. Staples and Healthcare, you can selectively jump in there and look for spots that’ll hold up, where consumer is not going to be stretched either.

A day earlier, billionaire investor David Tepper also said that he was “leaning short” on stocks and was holding small positions only as Invezz បានរាយការណ៍នៅទីនេះ។

Also on Friday, personal spending was reported up 0.1% for the month.  

Source: https://invezz.com/news/2022/12/23/core-pce-price-index-eases-november/