នេះហើយជាមូលហេតុដែលពាណិជ្ជករម្នាក់នេះត្រលប់មកជាទំនិញដ៏ក្តៅបំផុតមួយក្នុងឆ្នាំនេះ។

While still an ugly month, stocks saw a small bump recently, in part thanks to a potentially flawed recession-is-good theory, and cooling commodity prices. Brent
BRN00,
+ 0.01%
and West Texas Intermediate crude
CL.1,
-0.11​%
are set for the first monthly losses — 2% and 1.5% roughly — in eight months.

ដែលនាំយើងទៅរបស់យើង ការហៅនៃថ្ងៃ from the editor of the MacroTourist newsletter, Kevin Muir, who said he has returned to the “long side of the energy market,” buying those oil futures, with energy stocks and even natural gas on his near-term shopping list.

He said there was really no reason for last week’s $10 crude freefall, noting that the “best bull moves have the sharpest corrections…They grind higher, and then out of nowhere, decline sharply, only to resume their relentless march upward. This is no different.”

Oil pulled back because “investors got too long”, but the longer-term trend is there, with crude, a big energy ETF
XLE
-3.48​%
and even natural-gas charts repeating the pattern of “a sharp decline into support,” he said.

As for challenges to his bullish view, Muir said his worries about rising supplies were quashed by recent reports that French President Emmanuel Macron told President Joe Biden that oil giant Saudi Arabia no spare capacity.

“Others might have previously felt comfortable that Saudi Arabia had little extra supply to offer, but for me, this Macron/Biden interaction was the moment I accepted that theory,” said Muir, who also doesn’t see Russia pulling out of Ukraine soon, which would theoretically send prices tumbling.

As for longer-term supply, Muir doesn’t see energy companies fixing the issue via capital expenditure as “most of the rhetoric” is blaming them and “threatening draconian measures.”

The last hope for energy bears comes down to hopes for an economic rout. “What’s shocking is that some bears seem to be rooting for Powell to throw us into a recession – somehow believing that having people lose their jobs is better than high gas prices,” said Muir.

While some strategists believe high oil prices will cause an economic contraction, Muir says $112-a-barrel oil isn’t expensive, given that between 2009 to 2014 oil prices ranged from $100 to $150 with little economic damage.

He argues that really, the economy is solid, with pandemic fiscal stimulus, a solid job market and pent-up demand making it tougher to tip the economy into recession. And then Muir said sooner or later, we’ll get increased Chinese demand once COVID lockdowns are over. Read the full blog នៅ​ទីនេះ.

អាន: Wells Fargo looks at history of bear markets, says don’t buy the dip yet

ការភ្ញាក់ផ្អើល

របស់ក្រុមហ៊ុន Tesla ។
TSLA,
-1.79​%
Elon Musk may have made good on job-cut warnings, with reports that 200 Autopilot unit workers were laid off, and job offers to some new hires rescinded, say reports.

NIO
នីអូ,
-2.24​%
is tracking a Hong Kong slump after the EV maker denied allegations of “accounting games” from short seller Grizzly Research LLC.

First-quarter U.S. GDP was revised down to a drop of 1.6% from expectations of a 1.5% contraction. Another global inflation shock came from Spain, which reported a 10.2% annual surge in June, the highest since April 1985.

And we’ll hear from the world’s biggest central bankers at the ECB conference in Sintra, Portugal. Fed Chair Jerome Powell, ECB Pres. Christine Lagarde and Bank of England Pres. Andrew Bailey, along with Cleve Fed Pres. Loretta Mester and St. Louis Fed Pres. James Bullard are all on the speaker list.

China stocks fell after President Xi Jinping said the country must stick to its COVID zero policy in a visit to the pandemic’s epicenter of Wuhan.

ទីផ្សារ

ស្តុកអាមេរិក
ឌីស៊ីអាយអេស។
+ 0.27%

COMP
-0.03​%

SPX,
-0.07​%
កំពុងតស៊ូជាមួយនឹងទិន្នផលមូលបត្របំណុល
TMUBMUSD ១០ ឆ្នាំ
3.060%
falling and oil
CL.1,
-0.11​%

BRN00,
+ 0.01%
moving up. Bitcoin
BTCUSD,
-5.54​%
is holding around $20,000.

គំនូសតាង

Here’s one from Goldman Sachs showing U.S. households cashed out $81.5 billion in home equity (seasonally-adjusted) in the first quarter.

That marks a 15-year high in dollar terms, but still only 0.75% of the $11 trillion in tappable home equity built up over the years, notes macro strategist, Vinay Viswanathan.

And “record-high untapped home equity should continue to serve as a crucial ballast against foreclosures. In our view, concerns over mortgage debt sustainability are overstated,” he says, in a note to clients on Tuesday.

សញ្ញាធីក

ទាំងនេះគឺជាសំបុត្រស្វែងរកកំពូលនៅលើ MarketWatch នៅម៉ោង 6 ព្រឹកខាងកើត៖

ចៃដន្យអាន

Here’s what that crab-flavored whiskey really tastes like.

Sleep in shifts and share with strangers? New Zealand airline to offer flat seats in the economy section

Italy’s famed Arborio rice paddies are turning into sandy beaches

ត្រូវដឹងចាប់ផ្តើមពីដំបូងហើយត្រូវបានធ្វើបច្ចុប្បន្នភាពរហូតដល់កណ្តឹងបើកប៉ុន្តែ ចុះឈ្មោះនៅទីនេះ ដើម្បីបញ្ជូនវាទៅប្រអប់អ៊ីមែលរបស់អ្នក។ កំណែអ៊ីមែលនឹងត្រូវផ្ញើចេញនៅម៉ោងប្រហែល ៧ និង ៣០ នាទីព្រឹកខាងកើត។

ចង់បានច្រើនទៀតសម្រាប់ថ្ងៃខាងមុខ? ចុះឈ្មោះ​សម្រាប់ ដឹខេមរុនប្រចាំថ្ងៃការធ្វើបទសម្ភាសន៍ពេលព្រឹកសំរាប់វិនិយោគិនរួមទាំងការអត្ថាធិប្បាយផ្តាច់មុខពីអ្នកនិពន្ធបារុននិង MarketWatch ។