Ở một diễn biến liên quan, đầu tháng 6/2022, HOSE đã nhận hồ sơ niêm yết 672,4 triệu cổ phiếu CTCP Tập đoàn Bất động sản CRV. Diễn biến cổ phiếu CRV (nếu được chấp thuận niêm yết) cũng là chủ đề đang nhận được sự quan tâm lớn của giới đầu tư. Nếu CRV được chấp thuận niêm yết trên HOSE, hệ sinh thái Hoàng Huy sẽ trở thành một “thế lực lớn” với 3 mã cổ phiếu cùng khoảng gần 1,7 tỷ cổ phiếu giao dịch trên sàn này.
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KEY POINTS
Expectations of a tapped-out consumer underlie recession fears, but even with rising debt levels, higher interest rates, student loan payment resumption, and inflation, the economic data shows few signs of significant distress.
Consumers still have most of the excess savings they built up during Covid, while debt levels and loan delinquencies remain historically low, with wealth measures once again rising.
Some consumer companies are suffering because consumers stocked up on goods during Covid, but carmakers are thriving, especially GM and Tesla, and Wal-Mart, Home Depot and Amazon beat forecasts in recent earnings.
Nhắc lại, TQ giảm phát là tin tốt cho tình hình lạm phát ở Mỹ Âu
“As a result, Chinese economic weakness and falling prices (especially Chinese producer prices) are likely to spill over into global markets — near-term good news for the Western central banks’ fight against elevated inflation.”
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KEY POINTS
While acknowledging that progress has been made, the central bank leader said inflation is still above where policymakers feel comfortable.
The speech resembled remarks Powell made last year at Jackson Hole, during which he warned that “some pain” was likely as the Fed continues its efforts to pull runaway inflation back down to its 2% goal.
A strong economy and decelerating inflation also give the Fed room to “proceed carefully” at upcoming meetings.