JPMorgan’s Kolanovic Says Time to Cut Tech in Reopening Revival_老虎社区_美港股上老虎

JPMorgan’s Kolanovic Says Time to Cut Tech in Reopening Revival

Bloomberg2021-09-14

Recommends risk-on trade amid signs delta wave likely peaked His view contrasts with growing warnings about market turmoil The growth scare that has prompted investors to seek safety in technology ...

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小白添祥
·2021-09-14
like & comment, thank you very much
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- Roykhor77:
  Nice
  2021-09-14
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Cw_88
·2021-09-14
Like please
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- 小白添祥:
  like & comment, thank you very much
  2021-09-14
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ShirlySuet
·2021-09-14
Ohh
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- ShirlySuet:
  okay
  2021-09-14
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- 小白添祥:
  like & comment, thank you very much
  2021-09-14
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- Cw_88:
  ok
  2021-09-14
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linereps
·2021-09-14
Hmmm okay
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- Jayoh:
  Hi
  2021-09-14
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- TBH:
  Good
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Their upbeat view contrasts with a growing chorus of warnings that investors should brace for turmoil particularly in U.S. stocks amid a Covid-19 resurgence.\nWhile JPMorgan strategists agree that the reopening of the global economy was delayed by the recent spike in coronavirus cases, their data show that the delta wave has likely peaked and is receding in the U.S. and globally.\n\n“As delta subsides, and inflation persists due to supply frictions from reopening and accommodative monetary policy, we expect the reflation/reopening trade to resume its outperformance,” Kolanovic and his colleagues wrote in a client note. They reiterated a call that bond yields and cyclicals likely bottomed early last month.\nThe strategists also advised adding to stocks in Japan and emerging markets, assets that have lagged lately. 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comment, thank you very much ","text":"like &amp; comment, thank you very much ","html":"like &amp; comment, thank you very much "}],"langContent":"EN"},{"id":886507513,"gmtCreate":1631602146332,"gmtModify":1631891106682,"author":{"id":"3582360052677778","authorId":"3582360052677778","authorIdStr":"3582360052677778","name":"ShirlySuet","avatar":"https://static.tigerbbs.com/57d93e0a20280806b45e744b5e2a11cb","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3582360052677778"},"htmlText":"Ohh&nbsp;","listText":"Ohh&nbsp;","text":"Ohh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/886507513","repostId":1108271883,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5866719,"gmtCreate":1631627321460,"gmtModify":1631891108010,"authorId":3582360052677778,"author":{"id":3582360052677778,"authorId":3582360052677778,"name":"ShirlySuet","avatar":"https://static.tigerbbs.com/57d93e0a20280806b45e744b5e2a11cb","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":886507513,"type":1,"supId":5863403,"prevId":0,"content":"<u>okay</u>","text":"<u>okay</u>","html":"<u>okay</u>"},{"id":5863403,"gmtCreate":1631602315747,"gmtModify":1631891107998,"authorId":3571345352614779,"author":{"id":3571345352614779,"authorId":3571345352614779,"name":"小白添祥","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":886507513,"type":1,"supId":0,"prevId":0,"content":"like &amp; 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