តើអ្នកគួរធ្វើឱ្យភាគហ៊ុនមានសុទិដ្ឋិនិយមបន្ទាប់ពីការកត់សម្គាល់របស់ប្រធាន Fed Powell?

អេស & ភី ៥០០ ended in the green today even after Fed Chair Jerome Powell reiterated that the central bank may have to raise rates more than expected.

Fed to remain data dependent

Nonfarm payrolls were up significantly more than expected in January (ស្វែងយល់​បន្ថែម​ទៀត). On Tuesday, therefore, Chair Powell said that the Federal Reserve will continue to be hawkish if the economic data remains hot.  

តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

The reality is, we’re going to react to the data. So, if we continue to get, for example, strong labour market reports or higher inflation reports, it may well be the case that we have to do more and raise rates more than is priced in.

According to Powell, inflation will likely take more than a year from now to return to the 2.0% target. That might have been a សញ្ញា that rate cuts are not expected in 2023.

នៅ​ពេល​បច្ចុប្បន្ន, តម្លៃអ្នកប្រើប្រាស់ in the United States are up 6.5% versus last year.

Is it still a bear market rally?

Despite Powell’s remarks, RBC’s Lori Calvasina is convinced that it’s not all that unlikely that the ទីផ្សារភាគហ៊ុន will continue to build on its recent gains moving forward. On CNBC’s “បិទកណ្ដឹង", នាង​បាន​និយាយ​ថា:

It’s quite possible that we saw the lows in October. We’re going through the final leg of earnings downgrades and markets typically bottom three to six months before that. In general, I think the bears have overstayed their welcome.

The benchmark index is currently up about 9.0% versus the start of the year.

Calvasina agrees that there might be some choppiness in the near term, but her bull case now calls for upside to 4,500 level – another 8.0% gain from here.