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2021-11-30
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JPMorgan Says Omicron Won’t Stop the Global Equities Rally
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Research is still underway to determine if the new strain is as virulent as its predecessors, while developers including Moderna, Pfizer Inc. and BioNTech SE are working on potentially updated versions of their shots.</p>\n<p><img src=\"https://static.tigerbbs.com/9fb3f6e11f7c305d036b47b9ae9eb2e5\" tg-width=\"889\" tg-height=\"501\" width=\"100%\" height=\"auto\"></p>\n<p>Unfazed by the latest scare, JPMorgan’s strategists forecast that the S&P 500 Index will gain about 9% from its current levels to climb to 5,050 by end-2022. “We continue to see market upside, though more moderate, on better-than-expected earnings growth with supply shocks easing, China/EM backdrop improving, and normalizing consumer spending habits,” they wrote in their year-ahead outlook note.</p>\n<p>The strategists expect European equities to outperform U.S., Chinese stocks to fare better than emerging markets, and emerging markets to outpace developed ones.</p>\n<p>They singled out a hawkish shift by central banks, rather than Covid-19, as the key risk to their bullish outlook, while recommending that investors retain a pro-cyclical tilt, with a preference for energy and financials, consumer services, and small caps. They favor healthcare over other defensive sectors.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Says Omicron Won’t Stop the Global Equities Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Says Omicron Won’t Stop the Global Equities Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 20:18 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-11-30/jpmorgan-says-omicron-won-t-stop-the-global-equities-rally><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Strategists expect post-Covid normalization to assert itself\nSee 9% upside for S&P 500 by end-2022; 17% for Eurozone stocks\n\nOmicron won’t derail the rally for global stocks, according to JPMorgan ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-30/jpmorgan-says-omicron-won-t-stop-the-global-equities-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)",".DJI":"道琼斯","JPM":"摩根大通","MRNA":"Moderna, Inc.","BK4566":"资本集团",".IXIC":"NASDAQ Composite","BK4207":"综合性银行",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-30/jpmorgan-says-omicron-won-t-stop-the-global-equities-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187581396","content_text":"Strategists expect post-Covid normalization to assert itself\nSee 9% upside for S&P 500 by end-2022; 17% for Eurozone stocks\n\nOmicron won’t derail the rally for global stocks, according to JPMorgan Chase & Co. strategists, adding another voice to the tone of cautious optimism in the market after the recent sharp pullback.\n“Sporadic setbacks,” such as the emergence of omicron should be viewed “in the context of higher natural and vaccine-acquired immunity, significantly lower mortality, and new antiviral treatments,” strategists led by Dubravko Lakos-Bujas and Mislav Matejka wrote in a note. “We expect post-Covid normalization to continue to assert itself globally in 2022,” they said.\nEuropean and Asian stocks, along with U.S. equity futures, fell on Tuesday after Moderna Inc. executives confirmed that the omicron coronavirus variant could evade existing vaccines. Research is still underway to determine if the new strain is as virulent as its predecessors, while developers including Moderna, Pfizer Inc. and BioNTech SE are working on potentially updated versions of their shots.\n\nUnfazed by the latest scare, JPMorgan’s strategists forecast that the S&P 500 Index will gain about 9% from its current levels to climb to 5,050 by end-2022. “We continue to see market upside, though more moderate, on better-than-expected earnings growth with supply shocks easing, China/EM backdrop improving, and normalizing consumer spending habits,” they wrote in their year-ahead outlook note.\nThe strategists expect European equities to outperform U.S., Chinese stocks to fare better than emerging markets, and emerging markets to outpace developed ones.\nThey singled out a hawkish shift by central banks, rather than Covid-19, as the key risk to their bullish outlook, while recommending that investors retain a pro-cyclical tilt, with a preference for energy and financials, consumer services, and small caps. 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