Da riba na gwamnati yana girma. Shin lokaci ne da za a sayar da faang?

Anonim

Da riba na gwamnati yana girma. Shin lokaci ne da za a sayar da faang? 9137_1

Kafa shine babban abokin gaba na kasuwar kasuwar hannun jari. Kuma yanzu yawan amfanin ƙasa na gwamnati a bayyane yana nuna masu yiwuwa don haɓaka matsin lamba na farashin farashi.

Tsammanin sabon kunshin na gabatarwar tattalin arziki na gwamnatin Biden da nasarar COVID-19 yana tura yawan amfanin ƙasa; A lokacin wannan rubuce-rubucen, yawan amfanin ƙasa akan shaidu mai shekaru 10 ya kasance a mafi girman shekara-shekara na 1.39%.

Karuwa cikin riba mafi girma yana nuna tsammanin masu saka jari dangane da tattalin arzikin da sauri. Amma lokacin da wannan ya faru, bankunan tsakiya na iya ƙin ƙarfafa manufofi, rage kyawun hannun jari (musamman kamfanoni masu girma).

Babban kamfanoni mafi girma a cikin rukunin Faang (ciki har da FB Facebook (nasdaq: FB), Appl) da Amazon (NasdaQ: Amzn)), saboda a lokacin pandmic na pandon, su Hadarin ya kasance mai ƙarfi musamman.

Wannan shine babban dalilin da hannun jari ke karkashin matsin iska; Akwai ƙarin abubuwan da ake buƙata don dawo da tattalin arziki na tattalin arziki a cikin kwata na biyu. Invesco Qqq Trust ETF (NasdaQ), wanda aka gina akan tushen nasdaq 100, sune Apple, Microsoft (nasdaq: MSDDAQ: MSDD) da Amazon. A cikin makonnin da suka gabata, Asusun ya karu da batun S & P 500, kuma a ranar Litinin ya fadi sama da 2% (bayan ya yi karo da wata daya a gefen yanayin.

Da riba na gwamnati yana girma. Shin lokaci ne da za a sayar da faang? 9137_2
Invesco Qqq Trust - Lokacin Lokaci

Sakamakon yiwuwar karuwa da haɓaka ƙimar kuɗi ana dogaro da ƙimar ci gaban riba. Wasu manazarta sun yi hasashen cewa yawan adadin takardu 10 a ƙarshen shekara zai kasance daga kashi 1.5% zuwa 2%, tunda masu saka hannun jari sun fara shirye shirye don karuwa na Fed. Wannan Jaridar Wall Street Jaridar.

Mafi muni yanayin

Kamar yadda tsammanin hauhawar farashin kaya suka tashi, masu sharuddan sun kasu kashi kimanin sakamakon kasuwar farashin tiyata ga kasuwar hannun jari. Yanayin faɗakarwa na iya zama maimaitawa game da abubuwan da suka faru na 2013, lokacin da mai sauƙin zato na shugaban Ben Bernanke ya haifar da karuwar adadin da ke cikin ƙasa da kuma fada cikin hannun jari.

"Akwai damuwa cewa a lokacin Qe ya juya Bankunan tsakiyar Amurka da Eurozon, za a samar da kudin kadarori a kan kimar kadara mai kyakkyawan fata ta Sebastian a cikin labarin bincike da ake kira "kadan tsoro". "Da damar ninka fansar kadarori a Amurka suna girma ne da bango na inganta tallace-tallace (bayan watanni huɗu na rashin jin daɗi na dala miliyan 1.9."

Duk da masu yiwuwa ga gyaran hannun jari na sauri-girma, yanayin aiki zai fi son waɗannan kamfanonin. Shahararren BOOM na e-kasuwanci, aiki mai nisa da karatu, da kuma yawan buƙatun kayan fasaha - kawai wani ɓangare ne kawai na kayan fasaha - kawai wani ɓangare na abubuwan fasaha wanda ba zai iya zuwa ko ina nan gaba ba. A lokaci guda, babu wata alama cewa Fed za ta soke abubuwan jan hankali da suka gabatar wadanda suke yin miliyoyin ƙananan masana'antu da suka ke fama da cutar.

Shugaban kirkirar dabarun Turai a cikin Barclays Emmanlayhou Kou ya ce mai sanyi karkara da matakai na zagayowar. "

Kamar yadda ya lura a cikin wani bayanin kula:

"Babu shakka, bayan da karfi a cikin 'yan makonnin da suka gabata, gabatarwa na iya daukar ɗan hutu, tunda yawancin bangarori da yawa suna girma (alal misali, kayayyaki da bankuna. Amma a wannan matakin, mun yi imani cewa ci gaban riba shine a tabbatar da yanayin kasuwar hannun jari fiye da barazanar, saboda haka ya kamata a biya hoton. "

Taƙaita

Haske na girma na iya fuskantar sabon tallace-tallace a matsayin haɗin gwiwa ya dawo daga na tarihi.

Amma wannan bai kamata a gane shi a matsayin barazana ga mahimmin sashi ba, wanda, a cikin ra'ayinmu, yana riƙe da "Bullish". Bayan haka, a zahiri, mahimman dalilai na goyon baya ga wannan masana'antu har yanzu suna da karfi.

Fresh hujja na wannan ka'idar ita ce ƙarshen lokacin rahoto; Kashi 95% na kamfanoni sun wuce tsinkayar masu sharhi, kuma kashi 88% akan kudaden shiga.

Karanta abubuwan asali na asali akan: zuba jari.com

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