Federal Reserve ສືບຕໍ່ຂຶ້ນອັດຕາດອກເບ້ຍແລະຕະຫຼາດທີ່ຢູ່ອາໄສເຫັນວ່າອັດຕາການຈໍານອງເພີ່ມຂຶ້ນ: ຈົດຫມາຍຂ່າວ Forbes AI

TL;DR

• To the surprise of no one, the Fed raised rates by 0.75 percentage points this week, with further hikes expected through the rest of 2022 and into 2023
• Mortgage rates have spiked off the back of the rate increases, with the average 30 year fixed mortgage now at 6.35% against just over 3% at the start of 2022
• Tech remains unloved by the market, despite still generating trillions of dollars in revenue, presenting an opportunity for investors
• ການຊື້ຂາຍປະຈຳອາທິດ ແລະລາຍເດືອນຍອດນິຍົມ

ຕິດຕາມທີ່ ຈົດໝາຍຂ່າວ Forbes AI ເພື່ອຕິດຕໍ່ກັນ ແລະໄດ້ຮັບຄວາມເຂົ້າໃຈດ້ານການລົງທຶນທີ່ສະຫນັບສະຫນູນໂດຍ AI ຂອງພວກເຮົາ, ຂ່າວຫຼ້າສຸດ ແລະອື່ນໆອີກ ສົ່ງໂດຍກົງຫາອິນບັອກຂອງເຈົ້າທຸກໆທ້າຍອາທິດ.

ເຫດການໃຫຍ່ທີ່ສາມາດສົ່ງຜົນກະທົບຕໍ່ຫຼັກຊັບຂອງທ່ານ

The long awaited meeting of the Federal Open Market Committee (FOMC) finally came this week and the hard facts weren’t really a surprise to anyone. The Fed raised rates by 0.75 percentage points which was exactly in line with what markets and analysts had been expecting.

It’s the third straight rate hike which takes the base rate to its highest level since before the 2008 Global Financial Crisis.

This rise was effectively already priced into markets, from stocks to bonds and even mortgages. What wasn’t necessarily as clear prior to the announcement was the Fed’s outlook on the state of the economy going forward.

The data and commentary doesn’t make for happy reading.

Their projections show economic growth stalling to just 0.2% for 2022 before improving slightly in 2023 to hit 1.2% for the year. Still not great. Unemployment has been famously low as the employers deal with a tight labor market, but this is expected to slowly change with the unemployment rate projected to increase from 3.7% through to 4.4% in 2023.

Despite these disappointing figures, the plan is still to increase interest rates in the coming months, with the Fed suggesting that the base rate could rise to 4.6% in 2024.

The prospect of the Fed putting the brakes on an economy that already appears to be headed for a recession has understandably spooked markets, and we’ve seen some significant drawdowns this week off the back of the announcement.

Of course, the reason behind all this is to try to tame inflation. So far the Fed is expecting that these measures will be able to do that, with the headline rate projected to fall back down to between 2.6 – 3.5% in 2023.

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One of the biggest concerns with the way rates are heading is the impact on the housing market. As of right now the average rate for a 30-year fixed rate mortgage is at 6.35%. This is up significantly from early 2022 when the average rate sat just over 3%.

It means that new home purchases have become a lot more expensive. Here’s an idea of just how much more expensive.

At a mortgage interest rate of 3% and a 30 year term, a $500,000 loan would cost a borrower just over $2,100 each month. Right now, that same loan at the new average rate of 6.35% is going to cost over $3,100 per month.

That’s $1,000 more each month, at a time when the economy is sputtering and inflation remains at record highs.

It’s not good news for the housing market and Fed chairman Jerome Powell said as much in the recent announcement. Powell stated that the housing sector was likely to go through a correction after experiencing a period of “red hot” prices.

It’s not surprising to hear this point of view, when you consider the Fed is likely to raise rates even more from where they are right now.

ຫົວຂໍ້ຍອດນິຍົມຂອງອາທິດນີ້ຈາກ Q.ai

Tech has been selling off for a while now but there have been some signs of life returning. Many companies in the sector rallied quite hard through July and into early August, and have pulled back a bit in recent weeks.

Nevertheless, the businesses at the top of the tech tree probably aren’t going anywhere anytime soon. Companies like Apple, Amazon, Microsoft and Google are still generating insane cash flow and continue to grow and find new profit centers.

A theme we noticed early in 2022 was that the tech sector had sold off potentially more than it really should have, particularly in relation to more traditional companies in the Dow Jones 30. While the industry has looked overvalued at times in recent years, this rapid drop in prices has presented an opportunity for investors.

The problem is that we’re not likely to see smooth sailing in the overall market for a while.

Luckily, we found a way to make a play on tech while also potentially reducing the downside risk of a general market downturn and packaged it into the ຊຸດ Tech Rally.

It works through the use of a pair trade that goes long on the tech sector by investing in a mix of the Communication Services Select Sector SPDR Fund (XLC) and the Technology Select Sector SPDR Fund (XLK) and short on the Dow Jones 30 through the use of an inverse ETF.

These positions are rebalanced on a weekly basis and it means investors can profit from the relative movement of tech to the Dow. Even if the overall market goes sideways or even down, investors can win if the tech sector holds up better.

ແນວຄວາມຄິດດ້ານການຄ້າສູງສຸດ

ນີ້ແມ່ນບາງແນວຄວາມຄິດທີ່ດີທີ່ສຸດທີ່ລະບົບ AI ຂອງພວກເຮົາກໍາລັງແນະນໍາສໍາລັບອາທິດແລະເດືອນຕໍ່ໄປ.

Graftech International (EAF) – The industrial manufacturer is one of our ຊື້ສຸດຍອດ for next week with an A rating in Technicals and Quality Value. Revenue was up 48.2% over the past 12 months.

Enfusion Inc (ENFN) – The investment industry SAAS company is one of our ສັ້ນສຸດຍອດ for next week with our AI rating them a F in our Growth and Technical factors. The company lost $176.4 million in the 12 months to June 30th.

Clearfield Inc (CLFD) – The fiber connectivity company is one of our ຊື້ສຸດຍອດ ສໍາລັບເດືອນຕໍ່ໄປດ້ວຍ A ໃນມູນຄ່າຄຸນນະພາບຂອງພວກເຮົາແລະການເຕີບໂຕ B. ລາຍໄດ້ຕໍ່ຮຸ້ນເພີ່ມຂຶ້ນ 8.78% ໃນໄລຍະ 12 ເດືອນຜ່ານມາ.

Chemocentryx Inc (CCXI) – The biotech company remains one of our ສັ້ນສຸດຍອດ for next month with our AI rating them an F in our Low Momentum Volatility, Technicals and Quality Value factors. Earnings per share is down 14.39% over the past 12 months.

AI ຂອງພວກເຮົາ ການຄ້າ ETF ສູງສຸດສໍາລັບເດືອນຕໍ່ໄປ is to invest in oil, the VIX (volatility index) and high growth companies and to short China and the Pacific region. ຊື້ສຸດຍອດ are the United States Brent Oil Fund LP, the ARK Innovation ETF and the iPath Series B S&P 500 VIX Short-Term Futures ETN. ສັ້ນສຸດຍອດ are the iShares China Large-Cap ETF and the Vanguard FTSE Pacific ETF.

Qbits ຈັດພີມມາບໍ່ດົນມານີ້

ຕ້ອງການຮຽນຮູ້ເພີ່ມເຕີມກ່ຽວກັບການລົງທຶນ ຫຼືເຮັດໃຫ້ຄວາມຮູ້ທີ່ມີຢູ່ແລ້ວຂອງເຈົ້າເຂັ້ມແຂງຂຶ້ນບໍ? Qai ເຜີຍແຜ່ Qbits ຂອງພວກເຮົາ ສູນຮຽນຮູ້, ບ່ອນທີ່ທ່ານສາມາດກໍານົດຂໍ້ກໍານົດການລົງທຶນ, unpack ແນວຄວາມຄິດທາງດ້ານການເງິນແລະຍົກລະດັບທັກສະຂອງທ່ານ.

Qbits ແມ່ນເນື້ອໃນການລົງທຶນທີ່ສາມາດຍ່ອຍໄດ້, ເປັນອາຫານວ່າງທີ່ມີຈຸດປະສົງເພື່ອທໍາລາຍແນວຄວາມຄິດທີ່ສັບສົນໃນພາສາອັງກິດທໍາມະດາ.

ກວດເບິ່ງບາງສ່ວນຂອງຫລ້າສຸດຂອງພວກເຮົາທີ່ນີ້:

ຜູ້ຈອງຈົດຫມາຍຂ່າວທັງຫມົດຈະໄດ້ຮັບ a $100 ໂບນັດລົງທະບຽນ ເມື່ອພວກເຂົາຝາກເງິນ $100 ຫຼືຫຼາຍກວ່ານັ້ນ.