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2021-11-30
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Omicron variant may mean stock market rally is on hold: Goldman Sachs<blockquote>高盛：奥密克戎变体可能意味着股市涨势暂停</blockquote>
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Ironically, the Omicron scare itself may now create the best possibilities for relief in the coming weeks, either because incoming news is better than feared or because it prompts monetary policymakers to take a more cautious stance toward tightening,\" said Goldman Sachs strategist Dominic Wilson in a note on Monday.</p><p><blockquote>“我们认为，短期内广泛的风险复苏可能会因需要消化美联储更加鹰派的前景和不太一致的周期性顺风而受到阻碍。具有讽刺意味的是，奥密克戎恐慌本身现在可能为未来几周的缓解创造了最好的可能性，要么是因为传来的消息好于担忧，要么是因为它促使货币政策制定者对紧缩采取更加谨慎的立场，”高盛策略师Dominic Wilson在周一的一份报告中表示。</blockquote></p><p> Traders nervously tiptoed back into the markets Mondayafter the Dow Jones Industrial Average plunged more than 1,000 points the day after Thanksgiving. The violent sell-off transpired as reports of the Omicron variant spreading to more countries — leading to numerous fresh travel bans — took hold. Concerns mounted on the effectiveness of COVID-19 vaccines from Moderna, Pfizer and Johnson & Johnson against Omicron and other potential mutations.</p><p><blockquote>感恩节后第二天，道琼斯工业平均指数暴跌1,000多点，交易员周一紧张地重返市场。随着有关奥密克戎变种传播到更多国家的报道——导致许多新的旅行禁令——的出现，暴力抛售发生了。人们越来越担心Moderna、辉瑞和强生公司的COVID-19疫苗针对奥密克戎病毒和其他潜在突变的有效性。</blockquote></p><p> The small-cap Russell 2000 Index saw its largest one-day drop since February on Friday, Wilson points out. Front month oil prices tanked 13%. The U.S. rates markets shifted from pricing in about three rate hikes in 2022 to pricing in less than two.</p><p><blockquote>威尔逊指出，小盘股罗素2000指数周五出现了自2月份以来的最大单日跌幅。近月油价下跌13%。美国利率市场从预计2022年加息约三次转向预计加息不到两次。</blockquote></p><p> High-risk stocks such as Rivian nosedived, while there was a flight to safety into stay-at-home stocks like Zoom.</p><p><blockquote>Rivian等高风险股票暴跌，而Zoom等居家股票则纷纷避险。</blockquote></p><p> On Sunday, Germany and Italy confirmed their first Omicron cases.Dr. Anthony Fauci warned in an interview Sundaythe U.S. could see a fifth wave of COVID-19 infections.</p><p><blockquote>周日，德意两国确认了首例奥密克戎病例。安东尼·福奇周日在接受采访时警告说，美国可能会出现第五波新冠肺炎感染。</blockquote></p><p> Wilson is now concerned positive news on the global economy could subside as the new variant takes hold, raising the risk of further downside to stocks.</p><p><blockquote>威尔逊现在担心，随着新变种的出现，全球经济的积极消息可能会消退，从而增加股市进一步下跌的风险。</blockquote></p><p> \"Beyond renewed downside risks from Omicron, the main near-term challenge is that the strongest reason for recent cyclical optimism — consistent positive data surprises, especially from the U.S. —is a less obvious tailwind in the weeks ahead,\" Wilson added.</p><p><blockquote>Wilson补充道：“除了来自奥密克戎的新一轮下行风险外，近期的主要挑战是，近期周期性乐观情绪的最强有力原因——持续的积极数据意外，尤其是来自美国的数据——是未来几周不太明显的顺风。”</blockquote></p><p> The strategist's muted take on stocks in the near-term is being echoed by others on the Street, despite the buy-the-dip crowd being out in full force.</p><p><blockquote>尽管逢低买入的人群全面出局，但这位策略师对近期股市的温和看法得到了华尔街其他人的回应。</blockquote></p><p> \"If the situation with the Omicron variant turns out to be something that does not have a big impact on growth, we will still be facing a much different situation than we were during the spring and summer months. Back then, inflation was seen as transitory… earnings estimates were rising … and the Fed was going to taper slowly (and wasn’t going to raise rates until 2023). None of these are still true today. Therefore, the odds that the stock market will rise in a significant way over the coming months had already declined … and the uncertainty surrounding this new variant should take those odds down further still,\" pointed out Matt Maley, Miller Tabak chief markets strategist.</p><p><blockquote>“如果奥密克戎变体的情况被证明不会对增长产生重大影响，我们仍将面临与春季和夏季截然不同的情况。当时，通胀被视为暂时的……盈利预期正在上升……美联储将缓慢缩减规模（直到2023年才会加息）。这些在今天都不是真的。因此，未来几个月股市大幅上涨的可能性已经下降……而围绕这种新变体的不确定性应该会进一步降低这些可能性，”Miller Tabak首席市场策略师Matt Maley指出。</blockquote></p><p></p>","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>Omicron variant may mean stock market rally is on hold: Goldman Sachs<blockquote>高盛：奥密克戎变体可能意味着股市涨势暂停</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\">\nOmicron variant may mean stock market rally is on hold: Goldman Sachs<blockquote>高盛：奥密克戎变体可能意味着股市涨势暂停</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo</strong><span class=\"h-time small\">2021-11-30 08:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The bull market of 2021 may be on temporary hold as investors assess the economic risk from thenew Omicron variant of COVID-19, warns Goldman Sachs.</p><p><blockquote>高盛警告称，随着投资者评估新奥密克戎变种COVID-19带来的经济风险，2021年的牛市可能会暂时搁置。</blockquote></p><p> \"We think a broad risk recovery may be impeded in the near term by the need to digest the prospect of a more hawkish Fed and a less consistent cyclical tailwind. Ironically, the Omicron scare itself may now create the best possibilities for relief in the coming weeks, either because incoming news is better than feared or because it prompts monetary policymakers to take a more cautious stance toward tightening,\" said Goldman Sachs strategist Dominic Wilson in a note on Monday.</p><p><blockquote>“我们认为，短期内广泛的风险复苏可能会因需要消化美联储更加鹰派的前景和不太一致的周期性顺风而受到阻碍。具有讽刺意味的是，奥密克戎恐慌本身现在可能为未来几周的缓解创造了最好的可能性，要么是因为传来的消息好于担忧，要么是因为它促使货币政策制定者对紧缩采取更加谨慎的立场，”高盛策略师Dominic Wilson在周一的一份报告中表示。</blockquote></p><p> Traders nervously tiptoed back into the markets Mondayafter the Dow Jones Industrial Average plunged more than 1,000 points the day after Thanksgiving. The violent sell-off transpired as reports of the Omicron variant spreading to more countries — leading to numerous fresh travel bans — took hold. Concerns mounted on the effectiveness of COVID-19 vaccines from Moderna, Pfizer and Johnson & Johnson against Omicron and other potential mutations.</p><p><blockquote>感恩节后第二天，道琼斯工业平均指数暴跌1,000多点，交易员周一紧张地重返市场。随着有关奥密克戎变种传播到更多国家的报道——导致许多新的旅行禁令——的出现，暴力抛售发生了。人们越来越担心Moderna、辉瑞和强生公司的COVID-19疫苗针对奥密克戎病毒和其他潜在突变的有效性。</blockquote></p><p> The small-cap Russell 2000 Index saw its largest one-day drop since February on Friday, Wilson points out. Front month oil prices tanked 13%. The U.S. rates markets shifted from pricing in about three rate hikes in 2022 to pricing in less than two.</p><p><blockquote>威尔逊指出，小盘股罗素2000指数周五出现了自2月份以来的最大单日跌幅。近月油价下跌13%。美国利率市场从预计2022年加息约三次转向预计加息不到两次。</blockquote></p><p> High-risk stocks such as Rivian nosedived, while there was a flight to safety into stay-at-home stocks like Zoom.</p><p><blockquote>Rivian等高风险股票暴跌，而Zoom等居家股票则纷纷避险。</blockquote></p><p> On Sunday, Germany and Italy confirmed their first Omicron cases.Dr. Anthony Fauci warned in an interview Sundaythe U.S. could see a fifth wave of COVID-19 infections.</p><p><blockquote>周日，德意两国确认了首例奥密克戎病例。安东尼·福奇周日在接受采访时警告说，美国可能会出现第五波新冠肺炎感染。</blockquote></p><p> Wilson is now concerned positive news on the global economy could subside as the new variant takes hold, raising the risk of further downside to stocks.</p><p><blockquote>威尔逊现在担心，随着新变种的出现，全球经济的积极消息可能会消退，从而增加股市进一步下跌的风险。</blockquote></p><p> \"Beyond renewed downside risks from Omicron, the main near-term challenge is that the strongest reason for recent cyclical optimism — consistent positive data surprises, especially from the U.S. —is a less obvious tailwind in the weeks ahead,\" Wilson added.</p><p><blockquote>Wilson补充道：“除了来自奥密克戎的新一轮下行风险外，近期的主要挑战是，近期周期性乐观情绪的最强有力原因——持续的积极数据意外，尤其是来自美国的数据——是未来几周不太明显的顺风。”</blockquote></p><p> The strategist's muted take on stocks in the near-term is being echoed by others on the Street, despite the buy-the-dip crowd being out in full force.</p><p><blockquote>尽管逢低买入的人群全面出局，但这位策略师对近期股市的温和看法得到了华尔街其他人的回应。</blockquote></p><p> \"If the situation with the Omicron variant turns out to be something that does not have a big impact on growth, we will still be facing a much different situation than we were during the spring and summer months. Back then, inflation was seen as transitory… earnings estimates were rising … and the Fed was going to taper slowly (and wasn’t going to raise rates until 2023). None of these are still true today. Therefore, the odds that the stock market will rise in a significant way over the coming months had already declined … and the uncertainty surrounding this new variant should take those odds down further still,\" pointed out Matt Maley, Miller Tabak chief markets strategist.</p><p><blockquote>“如果奥密克戎变体的情况被证明不会对增长产生重大影响，我们仍将面临与春季和夏季截然不同的情况。当时，通胀被视为暂时的……盈利预期正在上升……美联储将缓慢缩减规模（直到2023年才会加息）。这些在今天都不是真的。因此，未来几个月股市大幅上涨的可能性已经下降……而围绕这种新变体的不确定性应该会进一步降低这些可能性，”Miller Tabak首席市场策略师Matt Maley指出。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/omicron-variant-may-mean-stock-market-rally-is-on-hold-goldman-sachs-181414808.html\">Yahoo</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":{"GS":"高盛"},"source_url":"https://finance.yahoo.com/news/omicron-variant-may-mean-stock-market-rally-is-on-hold-goldman-sachs-181414808.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141366615","content_text":"The bull market of 2021 may be on temporary hold as investors assess the economic risk from thenew Omicron variant of COVID-19, warns Goldman Sachs.\n\"We think a broad risk recovery may be impeded in the near term by the need to digest the prospect of a more hawkish Fed and a less consistent cyclical tailwind. Ironically, the Omicron scare itself may now create the best possibilities for relief in the coming weeks, either because incoming news is better than feared or because it prompts monetary policymakers to take a more cautious stance toward tightening,\" said Goldman Sachs strategist Dominic Wilson in a note on Monday.\nTraders nervously tiptoed back into the markets Mondayafter the Dow Jones Industrial Average plunged more than 1,000 points the day after Thanksgiving. The violent sell-off transpired as reports of the Omicron variant spreading to more countries — leading to numerous fresh travel bans — took hold. Concerns mounted on the effectiveness of COVID-19 vaccines from Moderna, Pfizer and Johnson & Johnson against Omicron and other potential mutations.\nThe small-cap Russell 2000 Index saw its largest one-day drop since February on Friday, Wilson points out. Front month oil prices tanked 13%. The U.S. rates markets shifted from pricing in about three rate hikes in 2022 to pricing in less than two.\nHigh-risk stocks such as Rivian nosedived, while there was a flight to safety into stay-at-home stocks like Zoom.\nOn Sunday, Germany and Italy confirmed their first Omicron cases.Dr. Anthony Fauci warned in an interview Sundaythe U.S. could see a fifth wave of COVID-19 infections.\nWilson is now concerned positive news on the global economy could subside as the new variant takes hold, raising the risk of further downside to stocks.\n\"Beyond renewed downside risks from Omicron, the main near-term challenge is that the strongest reason for recent cyclical optimism — consistent positive data surprises, especially from the U.S. —is a less obvious tailwind in the weeks ahead,\" Wilson added.\nThe strategist's muted take on stocks in the near-term is being echoed by others on the Street, despite the buy-the-dip crowd being out in full force.\n\"If the situation with the Omicron variant turns out to be something that does not have a big impact on growth, we will still be facing a much different situation than we were during the spring and summer months. Back then, inflation was seen as transitory… earnings estimates were rising … and the Fed was going to taper slowly (and wasn’t going to raise rates until 2023). None of these are still true today. Therefore, the odds that the stock market will rise in a significant way over the coming months had already declined … and the uncertainty surrounding this new variant should take those odds down further still,\" pointed out Matt Maley, Miller Tabak chief markets strategist.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":3153,"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":11,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/609951192"}
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