Kubatsira kwehurumendeobaliation kuri kukura. Inguva yekutengesa faang here?

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Kubatsira kwehurumendeobaliation kuri kukura. Inguva yekutengesa faang here? 9137_1

Inflation ndiyo muvengi mukuru wemusika wekukura wekukura. Uye zvino goho rehurumende rehukuru rinoratidza zvakajeka tarisiro dzekuwedzera mutengo wekumanikidza.

Zvinotarisirwa neiyo phukusi nyowani yekukurudzira kwehupfumi kwekutungamira kweBiden uye kubudirira kweiyo mbozha-19 iri kusundira kumusoro; Panguva yekunyora uku, goho riri pagore remakore gumi-reUS rakanga riri pagore regore negore.

Kuwedzera kwekubatsira kwakanyanya kunoratidza kutarisira kutarisira kwevanoita mari nezvekukurumidza kudzoreredzwa kwehupfumi. Asi kana izvi zvikaitika, mabhangi epakati anogona kuramba kumutsa marongero, achideredza kukwezva kwemari (kunyanya makambani anokurumidza kukurumidza).

Makambani makuru ehunyanzvi muboka rezvikamu (kusanganisira Facebook (NASDAQ: FB), ASDAQ: AMZN (NASDAD)), AMZN) nguva yekukura kwezvibvumirano, rally yaive yakasimba zvakanyanya.

Ichi ndicho chikonzero chikuru chacho chakagoverwa pasi pekumanikidza kumanikidza; Iko kune zvimwe uye zvimwe zvinowanzoitika zvekupora kwehupfumi kupora mune yechipiri kota. Invesco QQQ Trust Etf (Nasdaq: QQQ), yakavakwa pahwaro hweNasdaq 100 Index, are Apple, Microsoft (Nasft) neAmazon. Kwemavhiki apfuura, funhakadhedza yakasara kuseri kweS & P 500 Index, uye Muvhuro wakawa neinopfuura 2% (mushure mekupedza mwedzi uri munzira yedivi).

Kubatsira kwehurumendeobaliation kuri kukura. Inguva yekutengesa faang here? 9137_2
Invesco QQQ Trust - vhiki nevhiki NguvaFrame

Mhedzisiro yekuvhiya kunogona kuitika kwe inflation uye uwedzere huwandu hwekutora hwakanyanya kuvimba nehuwandu hwekuwedzera kwekubatsira. Vamwe vanoongorora vanofanotaura kuti goho remakore gumi nemakore ekupedzisira nekupera kwegore richave kubva ku 1.5% kusvika ku2%, sezvo vaisinders vari kutotanga kugadzirira kuwedzera kwezororo muFed State. Izvi anonyora Wall Street Journal.

Mamiriro akaipisisa

Sezvo inflationary yekutarisira inosimuka, vaongorori vakakamurwa kuita kuongororwa kwemhedzisiro yemusika wekuvhiya kwemusika wemusika wemusika. Mamiriro anotyisa anonyanya kutyisa anogona kudzokorora kwezviitiko zva 2013, apo fungidziro iri nyore yemuchigaro wekudyirwa kweBen Bernets mubhangi repakati rakarerutsa kuwedzera kwechibereko uye kuwira mumugove.

"Kune kunetsekana kuti panguva yeQE ichishandura mabhangi epakati uye eurozoni achaumbwa neyakafungidzira zvakanyanya, inonzi "kushoma kutya". "Mikana yekupeta kudzikiswa kwezvinhu muUnited States iri kukura kusvika pakuvandudza kwekutengesa

Kunyangwe tarisiro yekugadziriswa kwekutsanya kwekukura, mamiriro ekushanda anozofarira makambani aya. Kuzivikanwa kwacho kwaE-Commerce, iri kure basa uye kudzidza, pamwe nekuwedzera kwekuda kwemidziyo yakakwirira-tech - chikamu chehunhu husingaende chero munguva yemberi. Panguva imwecheteyo, hapana zviratidzo zvekuti iyo puter iri kuzokora kukurudzira kwemari yemari inoshanda se "kununura denderedzwa" kumamirioni emabhizimisi madiki akaitirwa dengiro.

Musoro wekuumbwa kwehurongwa hwepamhepo yeEuropean Stoptoan muBarclays Emmanuel emmanuel Kau runoti kuti iyo inotonhorera yeiyo curve curve iri "yakafanana nematanho ekutanga ekutenderera."

Sezvaakacherekedza mune chazvino chinyorwa:

"Ehe, mushure mekunge rally yakasimba yemavhiki mashoma apfuura, kukwidziridzwa kunogona kutora kumbomira, sezvo zvikamu zvakawanda zvichikura mukuparadzanisa (semuenzaniso, zvigadzirwa uye mabhanga). Asi panguva ino, tinotenda kuti kukura kwekushandisa kuri kusimbiswa kwe "kusuwa" kusika "kwemusika wemusika pane kutyisidzira, saka dhizaini dzinofanira kudzoserwa."

Pfupisa

Kukura kwakakura kunogona kutarisana nekutengesa kutsva sekusungwa kunodzoka kubva kune nhoroondo.

Asi izvi hazvifanirwe kuoneka sekutyisidzira kune yakakwirira-tech chikamu, iyo, mumaonero edu, inochengetedza "kushayiwa" kusarura. Kupfuura zvese, kutaura zvazviri, zvinhu zvakakosha zvekutsigira indasitiri iyi kuchiri musimba.

Chiratidzo chitsva chedzidziso iyi aingova mwaka unopera wekutaurira; 95% yemakambani yakapfuura fungidziro ye purofiti vaongorori, uye 88% pane mari.

Verenga zvinyorwa zvepakutanga pane: mari.com

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