As we all know, interest rate hikes are the biggest killer of bull markets。In general, a central bank rate hike will lead to a reduction in liquidity in the market, which will have a dampening effect on the overall economy and thus depress the stock market。Now, this round of interest rate hikes in the United States has reached its peak, the impact on the economy is gradually showing, although at the beginning of the year out of a wave of bull market, but the recent performance of U.S. stocks is not very bright。In this case, there are already institutions that are starting to collect rice and even start shorting some areas。According to Goldman Sachs' latest report, as of October 13, hedge funds began selling shares of all types of food, beverage and tobacco companies at the fastest pace in 11 weeks, and it's not over yet, the report also said that these hedge funds have reached their highest level in three months on must-spend character short bets and one of their highest levels in nearly five years.。Typically, hedge funds are already exposed to significant risk by launching a short trade, let alone another sell trade。If consumer goods have to go down in the future, hedge funds will get amplified gains, but if the sector goes up in the future, these hedge funds will also get amplified losses.。So, this all-out bet that the consumer goods industry must go down is okay to play well, and if you don't play well is to push yourself to the fire pit So why are these hedge funds so sure that consumer goods will go down?？The reason is simple, because these stocks typically have higher payout ratios than U.S. Treasury yields, and many investors buy these consumer goods to eat dividends。But with the recent surge in yields on government bonds, the stock payout ratios for these consumer goods are no longer attractive。

New York University professor Roubini, who has always been known for his pessimistic comments, has come out to speak out again, and this time, he has warned the market that he will make a big move to short U.S. stocks。Roubini gave a number of reasons for the decline in U.S. stocks, but the most central one was "inflation."。Roubini estimates that high oil prices will raise inflation levels for some time。If inflation is too high, the Fed and other central banks will have to continue raising interest rates, hitting the market.。Roubini says U.S. stocks will fall another 10% during the year under the central bank's blow。In addition, Roubini also cited a number of risks that could lead to a downturn in the U.S. economy, including lagging monetary policy and credit risk, and said these risks could hit the U.S. economy as it recovers and drag down U.S. stocks.。Unlike in the past, Roubini's prediction does not seem to have made any waves in the market because the accuracy of the Doomsday Doctor's prediction has been compromised in the recent past.。In July last year, Roubini had confidently predicted that it would be difficult for the U.S. economy to achieve a soft landing, but the situation is clearly much better than he expected, the U.S. economy is not as he expected to be hit by the harsh inflation management, the S & P 500 index has risen more than 16% this year。Faced with this miscalculation, the Doomsday Doctor was slow to admit his mistake。He said that although the United States does not appear to have a real hard landing, but there may still be a so-called "bump landing."。The so-called "bumpy landing" refers to a brief and slight recession in the United States.。Anyway, it's impossible to admit your mistake, but from a "hard landing" to a "bumpy landing," this wave of shifting is for Roubini to play with.。