បច្ចេក​ទេស​ឥឡូវ​នេះ​កំពុង​ស្ថិត​នៅ​ខាង​ទីផ្សារ

There’s reason to believe that the ទីផ្សារភាគហ៊ុន will continue to build on its recent gains in the coming weeks and months, says Dan Greenhaus – Chief Strategist at Solus Alternative Asset Management.

Greenhaus’ bull case for the U.S. stocks

អេស & ភី ៥០០ is keeping well above its 200-day Moving Average, which, as per Greenhaus, historically signals downside exhaustion. On CNBC’s “កណ្ដឹងបិទ៖ បន្ថែមម៉ោង", គាត់​បាន​និយាយ​ថា:

តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

We’re about 5.0% above the 200-day Moving Average. Historically, it’s unusual to see the S&P 500 get this far above the 200-day Moving Average this deep into a bear market and have it not be the end.

He’s cautiously optimistic now that China is reopening and the European Union has ទាញ​ចេញ of the fears of recession as well. Year-to-date, the benchmark index is up nearly 7.0% at writing.

Corporate commentary has also been positive

Greenhaus is constructive on the stock market also because industrials did not signal weakness at least in North America this earnings season.

It’s hard to find negative commentary about North America, the U.S. specifically, in the earnings report from Honeywell, Caterpillar, United Rentals. Put together, you can justify why market’s done what it’s done.

U.S. homebuilders have also reported a recent surge in activity as អត្រាប្រាក់កម្ចីមានទ្រព្យបញ្ចាំ came down from just over 7.0% to around 6.0%, he added.

Greenhaus is not overly bullish, though, since inflation is still well above the 2.0% target, the U.S. labour market is keeping resilient, and the Federal Reserve is signalling no rate cuts in 2023 (អាន​បន្ថែម).