경제

Goldman Sachs US interest rate '5% in March next year' tech stocks 'pressure'

김종찬안보 2022. 10. 31. 13:03
728x90


Goldman Sachs Group of the United States has raised its interest rate to 5% from this week's 0.75%p rate hike to four rate hikes from March next year.
Goldman Sachs said on Friday that economists now expect the US Federal Reserve to raise rates to 5%, higher than previously expected, and the Fed will raise rates in March next year to the range of 4.75% to 5%. increase, which is 25 basis points higher than previously expected, the report said.
The report, reported by Bloomberg, was produced by a group of economists led by Jan Hartzwiss, and the report stated that "the Fed will raise rates after February."
As for the basis for judging 'interest rate hikes after February next year', the report said, "'uncomfortably high' inflation", "the need to cool the economy as fiscal tightening ends and inflation-adjusted income rises", and "avoiding premature easing of the financial situation" Three items were presented.
As for the path that US interest rate hikes are heading towards a higher peak, the report suggests "75 bps (0.75%) this week, 50 basis points in December and 25 basis points in February and March of next year."
The New York Times reported on the 30th that the U.S. had a disproportionate share of “more than half” of the increase in corporate profit margins due to excessively bloated corporate profits due to high prices last year. reported
Citing research by Joss Bevans, research director at the Institute for Economic Policy, the report found that "as much as investors like good earnings reports, US corporate ATMs disproportionately fueled the inflation boom."
The Personal Consumption Expenditure (PCE) index released by the U.S. Department of Commerce on the 28th rose 6.2% from the same month of the previous year and increased 0.6% from the previous month.
US inflation recorded the same rate of increase in August, indicating that the inflation trend is continuing.
The U.S. government announced that the rate of wage growth for Americans in July-September was 5% higher than the same period last year, and as the issue of inflation in the midterm elections on the 7th of next month became an issue, the Republican Party said that the Biden administration was unable to keep up with the inflation and raised the economy as an election issue. Policy focused criticism.
The Wall Street Journal said Wednesday that "consumers mean higher rates for longer" and that "consumers and businesses are less sensitive to credit tightening thanks to savings from the COVID-19 pandemic, which means more work for the Fed" gave,” he said.
The WSJ continued, "Interest rate pressures have plagued once-rising tech stocks, making them a victim of a shift in investor tastes driven by rising interest rates for the stocks of the largest US tech companies," the WSJ reported.

For Samsung Electronics, a leading technology stock, 22 Korean securities companies offered a target price of 75,682 won as of the 26th. Samsung Electronics closed the transaction at 59,500 won, up 1,000 won (0.17%) from the previous trading day on the 27th.