JPMorgan Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End_老虎社区_美港股上老虎

JPMorgan Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End

Bloomberg2021-12-02

(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may offer investors a chance to position for a trend reversal in reopening and commodity trades, according ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

HuatTheFffff
·2021-12-02
Hmmmm
回复
1
举报
Txfen80
·2021-12-02
Any stocks to recommend?
回复
1
举报
收起
- 3109a33d:
  [Smile]
  2021-12-02
  回复
  举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1151533757?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-12-02 13:19","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1151533757","market":"us","top_or_hot":-1,"title":"JPMorgan Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End","media":"Bloomberg","content":"<div>\n<p>(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may offer investors a chance to position for a trend reversal in reopening and commodity trades, according ...</p>\n\n<a href=\"https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html\">网页链接</a>\n\n</div>\n","source":"lsy1612507957220","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 Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 13:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may offer investors a chance to position for a trend reversal in reopening and commodity trades, according ...</p>\n\n<a href=\"https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".SPX","symbol_name":"S&P 500 Index","start_time":0,"source_url":"https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html","article_id":"1151533757","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1151533757","pubTimestamp":1638422340,"sourceInfo":{"source_id":"lsy1612507957220","name":"finance.yahoo"},"weMediaInfo":null,"summary":"(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may off","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"translate_title":"摩根大通策略师表示，由于奥米克隆可能加速流行病的结束，买入下跌","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9},"content_text":"(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may offer investors a chance to position for a trend reversal in reopening and commodity trades, according to JPMorgan Chase & Co.\nWhile it is likely that omicron is more transmissible, early reports suggest it may also be less deadly, which would fit into the pattern of virus evolution observed historically, strategists Marko Kolanovic and Bram Kaplan wrote in a note Wednesday. This might ultimately be a positive for risk markets because it could signal that the end of the pandemic is in sight, they said.\n“Omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in Covid and lockdown beneficiaries and rally in reopening themes,” the strategists said. “We view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening.”\nThe emergence of the new virus strain has roiled markets in recent days, with countries around the world stepping up travel restrictions. While some health officials said it could take weeks to reach a verdict, Australia’s Chief Medical Officer Paul Kelly said there is no indication that it is more deadly than other strains.\nKolanovic, who became JPMorgan’s chief global markets strategist earlier this year, has advocated reopening trades and defended value stocks as the pandemic has evolved. He has also argued that markets overreacted to the threat of the delta variant.\nIt would fit with historical patterns for a less severe and more transmissible virus to quickly crowd out more severe variants, which could turn omicron into a catalyst to transform a deadly pandemic into something more akin to seasonal flu, the JPMorgan strategists wrote in the Wednesday note.\n“If that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega,” -- the last letter of the Greek alphabet -- the strategists said.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":603589907,"gmtCreate":1638426792821,"gmtModify":1638426793061,"author":{"id":"3578872226242271","authorId":"3578872226242271","name":"HuatTheFffff","avatar":"https://static.tigerbbs.com/0527037d5c52f1988db54abc7a9d0836","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3578872226242271","authorIdStr":"3578872226242271"},"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603589907","repostId":1151533757,"repostType":4,"repost":{"id":"1151533757","pubTimestamp":1638422340,"share":"https://www.laohu8.com/m/news/1151533757?lang=&edition=full","pubTime":"2021-12-02 13:19","market":"us","language":"en","title":"JPMorgan Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End","url":"https://stock-news.laohu8.com/highlight/detail?id=1151533757","media":"Bloomberg","summary":"(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may off","content":"<p>(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may offer investors a chance to position for a trend reversal in reopening and commodity trades, according to JPMorgan Chase &amp; Co.</p>\n<p>While it is likely that omicron is more transmissible, early reports suggest it may also be less deadly, which would fit into the pattern of virus evolution observed historically, strategists Marko Kolanovic and Bram Kaplan wrote in a note Wednesday. This might ultimately be a positive for risk markets because it could signal that the end of the pandemic is in sight, they said.</p>\n<p>“Omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in Covid and lockdown beneficiaries and rally in reopening themes,” the strategists said. “We view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening.”</p>\n<p>The emergence of the new virus strain has roiled markets in recent days, with countries around the world stepping up travel restrictions. While some health officials said it could take weeks to reach a verdict, Australia’s Chief Medical Officer Paul Kelly said there is no indication that it is more deadly than other strains.</p>\n<p>Kolanovic, who became JPMorgan’s chief global markets strategist earlier this year, has advocated reopening trades and defended value stocks as the pandemic has evolved. He has also argued that markets overreacted to the threat of the delta variant.</p>\n<p>It would fit with historical patterns for a less severe and more transmissible virus to quickly crowd out more severe variants, which could turn omicron into a catalyst to transform a deadly pandemic into something more akin to seasonal flu, the JPMorgan strategists wrote in the Wednesday note.</p>\n<p>“If that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega,” -- the last letter of the Greek alphabet -- the strategists said.</p>","source":"lsy1612507957220","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 Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 13:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may offer investors a chance to position for a trend reversal in reopening and commodity trades, according ...</p>\n\n<a href=\"https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151533757","content_text":"(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may offer investors a chance to position for a trend reversal in reopening and commodity trades, according to JPMorgan Chase & Co.\nWhile it is likely that omicron is more transmissible, early reports suggest it may also be less deadly, which would fit into the pattern of virus evolution observed historically, strategists Marko Kolanovic and Bram Kaplan wrote in a note Wednesday. This might ultimately be a positive for risk markets because it could signal that the end of the pandemic is in sight, they said.\n“Omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in Covid and lockdown beneficiaries and rally in reopening themes,” the strategists said. “We view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening.”\nThe emergence of the new virus strain has roiled markets in recent days, with countries around the world stepping up travel restrictions. While some health officials said it could take weeks to reach a verdict, Australia’s Chief Medical Officer Paul Kelly said there is no indication that it is more deadly than other strains.\nKolanovic, who became JPMorgan’s chief global markets strategist earlier this year, has advocated reopening trades and defended value stocks as the pandemic has evolved. He has also argued that markets overreacted to the threat of the delta variant.\nIt would fit with historical patterns for a less severe and more transmissible virus to quickly crowd out more severe variants, which could turn omicron into a catalyst to transform a deadly pandemic into something more akin to seasonal flu, the JPMorgan strategists wrote in the Wednesday note.\n“If that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega,” -- the last letter of the Greek alphabet -- the strategists said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":603594807,"gmtCreate":1638423585905,"gmtModify":1638423586352,"author":{"id":"3586489129629376","authorId":"3586489129629376","name":"Txfen80","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586489129629376","authorIdStr":"3586489129629376"},"htmlText":"Any stocks to recommend?","listText":"Any stocks to recommend?","text":"Any stocks to recommend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603594807","repostId":1151533757,"repostType":4,"repost":{"id":"1151533757","pubTimestamp":1638422340,"share":"https://www.laohu8.com/m/news/1151533757?lang=&edition=full","pubTime":"2021-12-02 13:19","market":"us","language":"en","title":"JPMorgan Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End","url":"https://stock-news.laohu8.com/highlight/detail?id=1151533757","media":"Bloomberg","summary":"(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may off","content":"<p>(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may offer investors a chance to position for a trend reversal in reopening and commodity trades, according to JPMorgan Chase &amp; Co.</p>\n<p>While it is likely that omicron is more transmissible, early reports suggest it may also be less deadly, which would fit into the pattern of virus evolution observed historically, strategists Marko Kolanovic and Bram Kaplan wrote in a note Wednesday. This might ultimately be a positive for risk markets because it could signal that the end of the pandemic is in sight, they said.</p>\n<p>“Omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in Covid and lockdown beneficiaries and rally in reopening themes,” the strategists said. “We view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening.”</p>\n<p>The emergence of the new virus strain has roiled markets in recent days, with countries around the world stepping up travel restrictions. While some health officials said it could take weeks to reach a verdict, Australia’s Chief Medical Officer Paul Kelly said there is no indication that it is more deadly than other strains.</p>\n<p>Kolanovic, who became JPMorgan’s chief global markets strategist earlier this year, has advocated reopening trades and defended value stocks as the pandemic has evolved. He has also argued that markets overreacted to the threat of the delta variant.</p>\n<p>It would fit with historical patterns for a less severe and more transmissible virus to quickly crowd out more severe variants, which could turn omicron into a catalyst to transform a deadly pandemic into something more akin to seasonal flu, the JPMorgan strategists wrote in the Wednesday note.</p>\n<p>“If that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega,” -- the last letter of the Greek alphabet -- the strategists said.</p>","source":"lsy1612507957220","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 Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 13:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may offer investors a chance to position for a trend reversal in reopening and commodity trades, according ...</p>\n\n<a href=\"https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151533757","content_text":"(Bloomberg) -- The recent market turmoil caused by the emergence of the omicron virus strain may offer investors a chance to position for a trend reversal in reopening and commodity trades, according to JPMorgan Chase & Co.\nWhile it is likely that omicron is more transmissible, early reports suggest it may also be less deadly, which would fit into the pattern of virus evolution observed historically, strategists Marko Kolanovic and Bram Kaplan wrote in a note Wednesday. This might ultimately be a positive for risk markets because it could signal that the end of the pandemic is in sight, they said.\n“Omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in Covid and lockdown beneficiaries and rally in reopening themes,” the strategists said. “We view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening.”\nThe emergence of the new virus strain has roiled markets in recent days, with countries around the world stepping up travel restrictions. While some health officials said it could take weeks to reach a verdict, Australia’s Chief Medical Officer Paul Kelly said there is no indication that it is more deadly than other strains.\nKolanovic, who became JPMorgan’s chief global markets strategist earlier this year, has advocated reopening trades and defended value stocks as the pandemic has evolved. He has also argued that markets overreacted to the threat of the delta variant.\nIt would fit with historical patterns for a less severe and more transmissible virus to quickly crowd out more severe variants, which could turn omicron into a catalyst to transform a deadly pandemic into something more akin to seasonal flu, the JPMorgan strategists wrote in the Wednesday note.\n“If that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega,” -- the last letter of the Greek alphabet -- the strategists said.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6811387,"gmtCreate":1638423843180,"gmtModify":1638423843210,"authorId":3581508813289626,"author":{"id":3581508813289626,"idStr":"3581508813289626","authorId":3581508813289626,"name":"3109a33d","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603594807,"type":1,"supId":0,"prevId":0,"content":"[Smile]","text":"[Smile]","html":"[Smile]"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":12,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}