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2021-12-02
Hmmmm
JPMorgan Strategist Says Buy the Dip as Omicron May Accelerate Pandemic’s End<blockquote>摩根大通策略师表示逢低买入，因为奥密克戎可能会加速疫情的结束</blockquote>
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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><p><blockquote>策略师Marko Kolanovic和Bram Kaplan在周三的一份报告中写道，虽然奥密克戎病毒的传播性可能更强，但早期报告表明它的致命性也可能较低，这符合历史上观察到的病毒进化模式。他们表示，这最终可能对风险市场有利，因为这可能表明大流行即将结束。</blockquote></p><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><p><blockquote>策略师表示：“奥密克戎可能成为收益率曲线陡峭（而不是平坦）、从增长到价值的轮换、新冠疫情和封锁受益者的抛售以及重新开放主题的反弹的催化剂。”“我们认为这些领域最近的抛售是逢低买入周期性、大宗商品和重新开放主题的机会，并为债券收益率上升和陡峭化做好准备。”</blockquote></p><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><p><blockquote>最近几天，新病毒株的出现扰乱了市场，世界各国都加强了旅行限制。虽然一些卫生官员表示可能需要数周时间才能做出裁决，但澳大利亚首席医疗官保罗·凯利表示，没有迹象表明它比其他菌株更致命。</blockquote></p><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><p><blockquote>科拉诺维奇今年早些时候成为摩根大通首席全球市场策略师，随着疫情的发展，他主张重新开放交易并捍卫价值股。他还认为，市场对德尔塔变异毒株的威胁反应过度。</blockquote></p><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><p><blockquote>摩根大通策略师在周三的报告中写道，这符合历史模式，即一种不太严重、传播性更强的病毒会迅速挤出更严重的变种，这可能会将奥密克戎病毒变成催化剂，将致命的大流行转变为更类似于季节性流感的病毒。</blockquote></p><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><p><blockquote>策略师们表示：“如果这种情况发生，世卫组织可能会一直跳到欧米茄，而不是跳过两个字母并将其命名为omicron。”——希腊alphabet的最后一个字母。</blockquote></p><p></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<blockquote>摩根大通策略师表示逢低买入，因为奥密克戎可能会加速疫情的结束</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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<blockquote>摩根大通策略师表示逢低买入，因为奥密克戎可能会加速疫情的结束</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-12-02 13:19</span>\n</p>\n</h4>\n</header>\n<article>\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 to JPMorgan Chase & Co.</p><p><blockquote>（彭博社）-摩根大通表示，最近由奥密克戎病毒株的出现引起的市场动荡可能为投资者提供一个机会，为重新开放和大宗商品交易的趋势逆转做好准备。</blockquote></p><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><p><blockquote>策略师Marko Kolanovic和Bram Kaplan在周三的一份报告中写道，虽然奥密克戎病毒的传播性可能更强，但早期报告表明它的致命性也可能较低，这符合历史上观察到的病毒进化模式。他们表示，这最终可能对风险市场有利，因为这可能表明大流行即将结束。</blockquote></p><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><p><blockquote>策略师表示：“奥密克戎可能成为收益率曲线陡峭（而不是平坦）、从增长到价值的轮换、新冠疫情和封锁受益者的抛售以及重新开放主题的反弹的催化剂。”“我们认为这些领域最近的抛售是逢低买入周期性、大宗商品和重新开放主题的机会，并为债券收益率上升和陡峭化做好准备。”</blockquote></p><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><p><blockquote>最近几天，新病毒株的出现扰乱了市场，世界各国都加强了旅行限制。虽然一些卫生官员表示可能需要数周时间才能做出裁决，但澳大利亚首席医疗官保罗·凯利表示，没有迹象表明它比其他菌株更致命。</blockquote></p><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><p><blockquote>科拉诺维奇今年早些时候成为摩根大通首席全球市场策略师，随着疫情的发展，他主张重新开放交易并捍卫价值股。他还认为，市场对德尔塔变异毒株的威胁反应过度。</blockquote></p><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><p><blockquote>摩根大通策略师在周三的报告中写道，这符合历史模式，即一种不太严重、传播性更强的病毒会迅速挤出更严重的变种，这可能会将奥密克戎病毒变成催化剂，将致命的大流行转变为更类似于季节性流感的病毒。</blockquote></p><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><p><blockquote>策略师们表示：“如果这种情况发生，世卫组织可能会一直跳到欧米茄，而不是跳过两个字母并将其命名为omicron。”——希腊alphabet的最后一个字母。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/jpmorgan-says-buy-dip-omicron-024531039.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".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,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2842,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/603589907"}
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