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FRB関連の下落は購入の機会

www.cnbc.com

 

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CNBCのジム・クレイマー氏は、火曜日の投資家は水曜日に連邦政府関連の市場の下落をつかむ準備をする必要があると述べた。


中央銀行のジェローム・パウエル会長は、2日間の政策会議を終えた後、水曜日の午後2時30分に記者会見を開く予定です。

 

The central bank’s chairman, Jerome Powell, is scheduled to hold a press conference at roughly 2:30 p.m. Wednesday. Investors will be looking for insights into possible adjustments to the Fed’s highly accommodative monetary policy after months of hot inflation data. Cramer suggested wealthy investors who want to see a more hawkish Fed may react negatively if Powell retains his dovish stance on inflation.

“If this market goes down tomorrow thanks to the wrath of the rich, who blame Jay Powell for nicking their [municipal bonds] and their mansions, then you need to view that as a buying opportunity and jump on the best themes,” the “Mad Money” host said Tuesday. Cramer highlighted semiconductor companies, in particular, given the ongoing shortage in the industry.

“There simply aren’t enough chips to be had, and there’s nothing the Fed can do to change that other than destroying the economy, which is a less-than-ideal solution for a Fed chief facing reappointment, or not, by the president of the United States,” Cramer said.

Cramer’s comments Tuesday came after all three major U.S. equity indexes closed at a record for the third consecutive session. Strong corporate earnings boosted sentiment on Wall Street as markets enter a seasonally strong time of the year, a fact Cramer highlighted on Monday’s show.

On Wednesday the Fed is widely expected to announce a plan to start unwinding its monthly bond-buying program. That initiative, known as quantitative easing, started last year during the coronavirus pandemic in an effort to support the sputtering economy.

The central bank is not expected to adjust interest rates from their near-zero levels, Cramer noted, even though some high-profile market participants who are worried about inflation have recently called on the Fed to do so.

“My view? The whole debate is beside the point. What Powell knows is that we’ve got shortages everywhere and they can’t be fixed by sending the economy into a tailspin. You can’t get more wheat or corn or semiconductors or oil and gas, for that matter, by raising interest rates,” Cramer said.

The central bank’s chairman, Jerome Powell, is scheduled to hold a press conference at roughly 2:30 p.m. Wednesday. Investors will be looking for insights into possible adjustments to the Fed’s highly accommodative monetary policy after months of hot inflation data. Cramer suggested wealthy investors who want to see a more hawkish Fed may react negatively if Powell retains his dovish stance on inflation.

“If this market goes down tomorrow thanks to the wrath of the rich, who blame Jay Powell for nicking their [municipal bonds] and their mansions, then you need to view that as a buying opportunity and jump on the best themes,” the “Mad Money” host said Tuesday. Cramer highlighted semiconductor companies, in particular, given the ongoing shortage in the industry.

“There simply aren’t enough chips to be had, and there’s nothing the Fed can do to change that other than destroying the economy, which is a less-than-ideal solution for a Fed chief facing reappointment, or not, by the president of the United States,” Cramer said.

Cramer’s comments Tuesday came after all three major U.S. equity indexes closed at a record for the third consecutive session. Strong corporate earnings boosted sentiment on Wall Street as markets enter a seasonally strong time of the year, a fact Cramer highlighted on Monday’s show.

On Wednesday the Fed is widely expected to announce a plan to start unwinding its monthly bond-buying program. That initiative, known as quantitative easing, started last year during the coronavirus pandemic in an effort to support the sputtering economy.

The central bank is not expected to adjust interest rates from their near-zero levels, Cramer noted, even though some high-profile market participants who are worried about inflation have recently called on the Fed to do so.

“My view? The whole debate is beside the point. What Powell knows is that we’ve got shortages everywhere and they can’t be fixed by sending the economy into a tailspin. You can’t get more wheat or corn or semiconductors or oil and gas, for that matter, by raising interest rates,” Cramer said.

中央銀行のジェローム・パウエル会長は、水曜日の午後2時30分頃に記者会見を開く予定です。投資家は、何ヶ月にもわたる熱いインフレデータの後で、FRBの非常に緩和的な金融政策に対する可能な調整についての洞察を探しています。クレイマー氏は、パウエル氏がインフレに対してハト派的な姿勢を維持している場合、よりタカ派のFRBを見たいと考えている裕福な投資家は否定的な反応を示す可能性があると示唆した。

「[地方債]と大邸宅を傷つけたことでジェイ・パウエルを非難する金持ちの怒りのおかげでこの市場が明日下がるなら、それを購入の機会と見なし、最高のテーマに飛びつく必要があります。」マッドマネー」のホストは火曜日に言った。クレイマーは、特に業界の継続的な不足を考慮して、半導体企業を強調しました。

「単に十分なチップがないだけで、それを変えるために連邦準備制度理事会ができることは、経済を破壊すること以外に何もありません。米国の」とクレイマーは言った。

火曜日のクレイマーのコメントは、3つの主要な米国株式指数すべてが3回連続のセッションの記録で終了した後に来ました。クレイマーが月曜日のショーで強調した事実は、市場が季節的に強い時期に入るにつれて、強力な企業収益がウォール街の感情を後押しした。

水曜日に、FRBは毎月の債券購入プログラムの巻き戻しを開始する計画を発表することが広く期待されています。量的緩和として知られるこのイニシアチブは、昨年、コロナウイルスのパンデミックの際に、スパッタリング経済を支援するために開始されました。

クレイマー氏は、インフレを懸念している著名な市場参加者の一部が最近FRBにそうするよう求めたにもかかわらず、中央銀行がゼロに近い水準から金利を調整することは期待されていないと述べた。

″私の見解?議論全体は論点を超えています。パウエルが知っていることは、私たちにはどこでも不足があり、経済を追い風にすることによってそれらを修正することはできないということです。金利を引き上げても、小麦やトウモロコシ、半導体、石油やガスを増やすことはできない」と述べた。

 

 

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