ការនិទានរឿងវិនិយោគឆ្នាំ 2023 គឺខុសគ្នារួចទៅហើយពីឆ្នាំ 2022

អត្ថបទនេះត្រូវបានបង្ហាញជាលើកដំបូងនៅក្នុងការសង្ខេបពេលព្រឹក។ ទទួលបានការសង្ខេបពេលព្រឹកដែលផ្ញើដោយផ្ទាល់ទៅប្រអប់ទទួលរបស់អ្នករៀងរាល់ថ្ងៃចន្ទដល់សុក្រត្រឹមម៉ោង ៦ ៈ ៣០ ព្រឹកនិងអិល។ ជាវប្រចាំ

ថ្ងៃព្រហស្បតិ៍, មករា 19, 2023

ព្រឹត្តិបត្រព័ត៌មានថ្ងៃនេះដោយ Jared Blikreអ្នកយកព័ត៌មានបានផ្តោតលើទីផ្សារនៅលើ Yahoo Finance ។ តាមគាត់នៅលើ Twitter @SPYJared. អាននេះ និងព័ត៌មានទីផ្សារជាច្រើនទៀតនៅពេលធ្វើដំណើរ កម្មវិធីហិរញ្ញវត្ថុ Yahoo ។

បើទោះបីជា Wednesday’s losses in the major U.S. indexes, stocks are flying out of the gate in 2023.

សមាសធាតុ Nasdaq (^ អាយស៊ីស៊ី) និង S&P 500 (^ GSPC) are having their best start to a year since 2019.

And in enjoying these gains in the new year, stocks are diverging from the trends that emerged in the second half of 2022. A move that has important implications for investors.

Start with the biggest loser of the day, the Dow Jones Industrial Average (^ ឌីជេអាយ), which was down 1.81%, or 614 points, on Wednesday, its worst showing in over a month. As of late December, the Dow had outperformed the Nasdaq by 20 percentage points — the most since the dot-com bubble crash two decades prior.

Despite this outperformance, however, the Dow ended 2022 down nearly 9%. There were few places for investors to hide in 2022.

But Wednesday, the Nasdaq លេចធ្លោជាង the Dow by 57 basis points. Particularly notable coming on such a negative day for the market. In the first 11 trading days of the year, the Nasdaq is already up 4.69% compared to the Dow’s meager 0.45% gain.

If we dive inside the benchmark S&P 500 and look at relative sector performance, 2023’s year-to-date sector chart is nearly the inverse of 2022.

Last year’s second-worst-performing sector is this year’s best: Consumer Discretionary (XLY).

Helping matters are the sector’s two largest megacap components — Amazon (AMZN) និង Tesla (TSLA) — which are both nicely positive so far in 2023, gaining a little over 4% each.

The two other sectors besides consumer discretionary that house some of the market’s biggest names — Tech (XLK) and Communication Services (XLC) — are also serving as leaders this year.

រឿងរ៉ាវនៅតែបន្ត

And let’s not gloss over the strength in Real Estate (XLRE), which is up more than 5% after having just endured one of the most challenging housing markets in a generation last year. Another big narrative shift after 2022.

On the flip side, those red sectors in the above heat map — Utilities (XLU), Health Care (XLIV), and Consumer Staples (XL ភី) — were the least-bad sectors after Energy last year. These sectors are also commonly referred to as defensive areas of the market for investors to find shelter in a storm. In the 2023 market, however, it seems safe trades aren’t quite safe.

The bond market is also confirming moves back into these formerly unloved, growthy areas of the market that took the biggest hits a year ago.

On Wednesday, the yield 10-year on U.S. Treasury notes (^ TNX) plummeted 16 basis points to 3.375%, a four-month low. All else equal, sinking bond yields favor growth stocks that depend on lower interest rates.

And although buying bonds is often seen as investors fleeing to safety, right now the bond bid appears firmly part of a risk on trade.

Finally, throw in Wednesday’s market reaction to economic news.

ខែ​ធ្នូ retail sales surprised to the downside with a drop of 1.1%, which follows a similar negative print in November. Investors seem to be pricing in this objectively bad news for what it is — ដំណឹង​អាក្រក់ — instead of trying to play 4D chess with Jay Powell and the Federal Reserve.

Speaking of the Fed, the market’s new favorite macro risk assets, bitcoin (BTC-USD) និង ethereum (ETH-ដុល្លារ), are each up about 25% this year. Bitcoin and crypto have been particularly volatile around important Fed decisions and inflation data — leading risk markets to the upside at times, and downside at others.

Bottom line: Bitcoin is a clear leader this year among the “fringier” parts of the markets, and, currently, the direction is up.

Now, some of these pockets of the markets have been exhibiting strength since late last year. Under different leadership, this could change.

But this is a market starting to show the hands of winners over losers.

As Steven Strazza, director of research at All Star Charts tweeted this week: “Breakouts are sticking. Breakdowns are failing. It’s not bear market behavior.”

អ្វីដែលត្រូវមើលថ្ងៃនេះ

សេដ្ឋកិច្ច

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ចាប់ផ្តើមសាងសង់លំនៅដ្ឋាន, December (1.358 million expected, 1.427 during prior month)

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: លិខិតអនុញ្ញាតសាងសង់, December (1.365 million expected, 1.342 million during prior month, revised to 1.351 million)

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ចាប់ផ្តើមសាងសង់លំនៅដ្ឋានពីមួយខែទៅមួយខែ, ខែធ្នូ (-4.8% រំពឹងទុក, -0.5% ក្នុងអំឡុងខែមុន)

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: លិខិតអនុញ្ញាតសាងសង់, month-over-month, December (1.0% expected, -11.2% during prior month, revised to -10.6%)

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: Philadelphia Fed Business Outlook Index, January (-11.0 expected, -13.8 during prior month, revised to -13.7)

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ការទាមទារសំណងគ្មានការងារបឋម, week ended Jan. 14 (214,000 expected, 205,000 during prior week)

• ម៉ោង ៦ និង ៥០ នាទីព្រឹក ET: ការទាមទារបន្ត, week ended Jan. 7 (1.655 million expected, 1.634 million during prior week)

ប្រាក់ចំណូល

• ក្រុមហ៊ុន Netflix Inc (NFLX), Procter & Gamble (PG), ក្រុមហ៊ុនអាកាសចរណ៍អាមេរិច (AAL), ក្រុមហ៊ុន Comerica Inc. (CMA), ហិរញ្ញវត្ថុហ្វាទ្រីស ខប។ (TFC), សហគ្រាសឧស្សាហកម្មភីជីជី (PPG), ក្រុមហ៊ុន Fastenal (រហ័ស), ធនាគារអិម & ធី (MTB), Bancorp ទីបីទី ៥ (FITB), សាជីវកម្មជឿទុកចិត្តខាងជើង (អិនអេសអេស), ឃីខេក (KEY), អេសប៊ីប៊ីគ្រុបគ្រុប (SIVB)

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