Tus nqi hlau tseem poob qis! Ua tib zoo saib xyuas qhov kev txo qis ntawm cov hlau nyoos thiab thaum hmo ntuj Federal Reserve nce tus nqi paj laum

Niaj hnub no, tus nqi ntawm kev ua lag luam hlau tau qaug zog, thiab qhov kev tsom mus rau tus nqi tau poob qis dua. Tag nrho kev ua lag luam tsis muaj zog, thiab qhov xwm txheej kev lag luam yog qhov nruab nrab.
(Yog xav paub ntxiv txog qhov cuam tshuam ntawm cov khoom siv hlau tshwj xeeb, xws liCov Hoobkas Galvanized Chev, koj tuaj yeem tiv tauj peb)
Tam sim no kev ua lag luam nyob rau ntawm qhov hloov pauv channel muaj zog thiab tsis muaj zog, kev ua lag luam txuas ntxiv hu rov qab, ob lub lag luam ntawm yav tom ntej thiab cov khoom lag luam khiav tsis muaj zog, thiab qhov chaw rhythm tseem qeeb dua li yav tom ntej. Tam sim no, qhov sib txawv ntawm kev ua lag luam yog qhov loj heev, uas yog qhov zoo siab txog qhov kev cia siab ntawm kev ua lag luam thiab qhov kev xav tias nws tam sim no tab tom tsim kev ua lag luam dais. Hauv lub sijhawm luv luv, qhov chaw tam sim no yog qhov nruab nrab. Nws txuas ntxiv mus nrog ntau qhov kev xa khoom ntawm cov khoom lag luam dub yav tom ntej, qhov kev tsiv chaw tseem ceeb ntawm txoj haujlwm, thiab qhov kev tsis sib haum xeeb ntawm kev muab khoom thiab kev thov ntawm qhov chaw. Tsis tas li ntawd, qhov kev pheej hmoo ntawm txawv teb chaws yog qhov loj dua.
(Yog tias koj xav paub ntxiv txog cov xov xwm kev lag luam ntawmHoobkas Kub Dip Galvanized Coils, koj tuaj yeem tiv tauj peb txhua lub sijhawm)
Los ntawm qhov kev xav ntawm tus tsav tsheb, lub hauv paus ntawm qhov teeb meem tsis yog qhov tseem ceeb, qhov tso zis thiab qhov xav tau tsis tau raug tshaj tawm, tab sis qhov kev loj hlob ntawm cov zis kuj qeeb qeeb, qhov kev thov muaj zog, thiab cov khoom siv hauv paus tau nrawm dua hauv sab qab teb. Cov ntsuas kev muag khoom yuav tsum zoo dua li qhov kev cia siab ntawm kev ua lag luam. Hauv qhov no, tsis muaj teeb meem ntau nrog kev tsis sib haum xeeb thiab kev tsis sib xws ntawm kev muab khoom thiab kev thov. Cov khoom muag tseem khaws cia lub xeev zoo, thiab tsis qhia txog kev tsis sib haum xeeb ntawm kev muab khoom thiab kev thov. Hauv kev ua lag luam yog qhov chaw thiab kev tawm mus ntawm macro. Tsis tas li ntawd, cov khoom siv raw twb nyob rau hauv lub sijhawm stagnation. Cov khoom siv raw tsis tuaj yeem thawb mus rau sab saud, uas ua rau lub zog kinetic ntawm cov hlau tsis muaj zog, thiab kev hloov kho ib txwm siv los dhau qhov kev pheej hmoo txawv teb chaws.
(Yog tias koj xav tau tus nqi ntawm cov khoom hlau tshwj xeeb, xws liKub Dip Galvanized Coils, koj tuaj yeem tiv tauj peb rau kev hais nqe txhua lub sijhawm)

Los ntawm kev pom ntawm kev lag luam txawv teb chaws, Credit Suisse tau txuas ntxiv mus rau qhov kev yuav khoom ntawm UBS 40%. Creditzer poob ntau dua 50%! Ntawm 17.2 billion daus las Asmeskas cov nyiaj AT1 "xoom ib hmos", 9.9% ntawm cov khoom uas State Bank of Saudi, tus tswv cuab loj tshaj plaws ntawm Switzerland tuav, ncaj qha poob, poob txog 1 billion daus las Asmeskas. Txawm hais tias cov tsev txhab nyiaj European thiab Asmeskas muaj kev cuam tshuam tsawg, lub sijhawm mob tsis tau dhau mus, thiab Federal Reserve qhov kev nce nqi paj laum tseem yuav raug them sai sai, thiab cov roj av thoob ntiaj teb thiab cov khoom lag luam tseem tsis tau rov qab los, uas tsawg kawg qhia tau tias nws tsis tau rov qab mus rau kev ua haujlwm muaj zog. Kev lag luam tam sim no tseem ceeb hauv theem ntawm kev tiv thaiv kev pheej hmoo, thiab nws tsis yog qhov zoo kom txuas ntxiv ntxiv kev siv zog kom txuas ntxiv nthuav dav.
Los ntawm qhov pom tam sim no, qhov kev ua lag luam zoo tshaj plaws yog vim muaj kev sib koom ua ke ntawm kev ua lag luam, thiab nws tsis yog teeb meem ntawm hlau rau hlau nws tus kheej, cov khoom muag thiab lwm yam teeb meem. Ntawm ib sab tes, hauv lub teb chaws txawv teb chaws macro thiab zej zog, ntawm qhov tod tes hauv hlau ore. Niaj hnub no, hlau tau poob qis, thiab qee lub khw tseem muaj kev ua tau zoo. Yog tias tsis muaj cov cuab yeej hedge, tseem muaj qee qhov kev pheej hmoo hauv ib sab, thiab qib khoom muag yuav tsum tau tswj hwm.