3 reasons why investors should expect more gains in the stock market in 2022_老虎社区_美港股上老虎

3 reasons why investors should expect more gains in the stock market in 2022

Markets Insider2021-12-17

Even after solid gains in 2021, investors should expect more upside for the stock market in 2022. Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy. ...

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Mm101
·2021-12-18
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- Mm101:
  Ons
  2021-12-18
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- Mm101:
  Buy
  2021-12-18
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查看更多 2 条评论
7bee6892
·2021-12-17
[smile]
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erichosk
·2021-12-17
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saya_
·2021-12-17
Hmm
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HLPA
·2021-12-17
With current mkt conditiin, unlikely mkts would rise much more
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- StarGate:
  not so soon...sigh
  2021-12-17
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- erichosk:
  agree
  2021-12-17
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ET77
·2021-12-17
Be cautious when analysts headline this type of report !
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- BlueDaisy:
  Thanks for reminding.
  2021-12-17
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- StarGate:
  don't simply believe
  2021-12-17
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NormanB
·2021-12-17
I agree
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Chloe26
·2021-12-17
Ok
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- Mooimooi:
  ok
  2021-12-17
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xinda
·2021-12-17
Hahahah
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LameDude
·2021-12-17
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- SJY93:
  ok
  2021-12-17
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- Adrian88:
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- Txxl:
  ok
  2021-12-17
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JasmT
·2021-12-17
Like thanks
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- LameDude:
  ok
  2021-12-17
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aliciatng
·2021-12-17
Okay
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- tiangxinyuan:
  [Spurting]
  2021-12-17
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Alice156
·2021-12-17
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- aliciatng:
  okay
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Dynamism
·2021-12-17
K
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- BladeLiger:
  [smile]
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Allenchang
·2021-12-17
Latest
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- Dynamism:
  k
  2021-12-17
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Cub88
·2021-12-17
Hope so
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- The Cub:
  Hehe
  2021-12-18
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Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":699240455,"gmtCreate":1639821497098,"gmtModify":1639821592629,"author":{"id":"3565081661382277","authorId":"3565081661382277","name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3565081661382277","idStr":"3565081661382277"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/699240455","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7034512,"gmtCreate":1639821522876,"gmtModify":1639825773258,"authorId":3565081661382277,"author":{"id":3565081661382277,"idStr":"3565081661382277","authorId":3565081661382277,"name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699240455,"type":1,"supId":0,"prevId":0,"content":"Ons","text":"Ons","html":"Ons"},{"id":7034530,"gmtCreate":1639821619952,"gmtModify":1639821619980,"authorId":3565081661382277,"author":{"id":3565081661382277,"idStr":"3565081661382277","authorId":3565081661382277,"name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699240455,"type":1,"supId":0,"prevId":0,"content":"Buy","text":"Buy","html":"Buy"},{"id":7034528,"gmtCreate":1639821610199,"gmtModify":1639821610227,"authorId":3565081661382277,"author":{"id":3565081661382277,"idStr":"3565081661382277","authorId":3565081661382277,"name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699240455,"type":1,"supId":0,"prevId":0,"content":"Hv","text":"Hv","html":"Hv"},{"id":7034526,"gmtCreate":1639821601726,"gmtModify":1639821601802,"authorId":3565081661382277,"author":{"id":3565081661382277,"idStr":"3565081661382277","authorId":3565081661382277,"name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699240455,"type":1,"supId":0,"prevId":0,"content":"Say","text":"Say","html":"Say"},{"id":7034525,"gmtCreate":1639821592570,"gmtModify":1639821592600,"authorId":3565081661382277,"author":{"id":3565081661382277,"idStr":"3565081661382277","authorId":3565081661382277,"name":"Mm101","avatar":"https://static.tigerbbs.com/01758aa877d9e5a9767d24de3a4e2ff1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699240455,"type":1,"supId":0,"prevId":0,"content":"The","text":"The","html":"The"}],"langContent":"CN"},{"id":699068714,"gmtCreate":1639724256129,"gmtModify":1639724256129,"author":{"id":"4102588058644060","authorId":"4102588058644060","name":"7bee6892","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4102588058644060","idStr":"4102588058644060"},"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699068714","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699086721,"gmtCreate":1639722835866,"gmtModify":1639722836317,"author":{"id":"3575433293784452","authorId":"3575433293784452","name":"erichosk","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3575433293784452","idStr":"3575433293784452"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699086721","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699081305,"gmtCreate":1639722416015,"gmtModify":1639722416074,"author":{"id":"4101985074496340","authorId":"4101985074496340","name":"saya_","avatar":"https://static.tigerbbs.com/8007eedf7d803e186b5e1e18d6d48042","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4101985074496340","idStr":"4101985074496340"},"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699081305","repostId":1187290291,"repostType":2,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699089832,"gmtCreate":1639722168839,"gmtModify":1639722195332,"author":{"id":"3569274903458035","authorId":"3569274903458035","name":"HLPA","avatar":"https://static.tigerbbs.com/07e7b987a9127c5a47dbc3ae02db548b","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3569274903458035","idStr":"3569274903458035"},"htmlText":"With current mkt conditiin, unlikely mkts would rise much more","listText":"With current mkt conditiin, unlikely mkts would rise much more","text":"With current mkt conditiin, unlikely mkts would rise much more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699089832","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7020618,"gmtCreate":1639724034449,"gmtModify":1639724034537,"authorId":3586990023332519,"author":{"id":3586990023332519,"idStr":"3586990023332519","authorId":3586990023332519,"name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699089832,"type":1,"supId":0,"prevId":0,"content":"not so soon...sigh","text":"not so soon...sigh","html":"not so soon...sigh"},{"id":7020494,"gmtCreate":1639722851325,"gmtModify":1639722851359,"authorId":3575433293784452,"author":{"id":3575433293784452,"idStr":"3575433293784452","authorId":3575433293784452,"name":"erichosk","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699089832,"type":1,"supId":0,"prevId":0,"content":"agree","text":"agree","html":"agree"}],"langContent":"CN"},{"id":699012079,"gmtCreate":1639721394896,"gmtModify":1639721395121,"author":{"id":"3565944798085236","authorId":"3565944798085236","name":"ET77","avatar":"https://static.tigerbbs.com/2c73ac2c436c2e43d9b78a2c52d24cb7","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3565944798085236","idStr":"3565944798085236"},"htmlText":"Be cautious when analysts headline this type of report !&nbsp;","listText":"Be cautious when analysts headline this type of report !&nbsp;","text":"Be cautious when analysts headline this type of report !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699012079","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7025497,"gmtCreate":1639755318062,"gmtModify":1639755318166,"authorId":3582677971530678,"author":{"id":3582677971530678,"idStr":"3582677971530678","authorId":3582677971530678,"name":"BlueDaisy","avatar":"https://static.tigerbbs.com/0747094283743978b62fb8b1ee2cf44c","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699012079,"type":1,"supId":0,"prevId":0,"content":"Thanks for reminding.","text":"Thanks for reminding.","html":"Thanks for reminding."},{"id":7020624,"gmtCreate":1639724068653,"gmtModify":1639724068756,"authorId":3586990023332519,"author":{"id":3586990023332519,"idStr":"3586990023332519","authorId":3586990023332519,"name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699012079,"type":1,"supId":0,"prevId":0,"content":"don't simply believe","text":"don't simply believe","html":"don't simply believe"}],"langContent":"CN"},{"id":699011190,"gmtCreate":1639720963209,"gmtModify":1639720963209,"author":{"id":"4094719956261220","authorId":"4094719956261220","name":"NormanB","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4094719956261220","idStr":"4094719956261220"},"htmlText":"I agree&nbsp;","listText":"I agree&nbsp;","text":"I agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699011190","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699013854,"gmtCreate":1639720776154,"gmtModify":1639720776154,"author":{"id":"3572841098185467","authorId":"3572841098185467","name":"Chloe26","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3572841098185467","idStr":"3572841098185467"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699013854","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7020219,"gmtCreate":1639720891343,"gmtModify":1639720891379,"authorId":3581824074294147,"author":{"id":3581824074294147,"idStr":"3581824074294147","authorId":3581824074294147,"name":"Mooimooi","avatar":"https://static.tigerbbs.com/84d1447cbd42e40f88812481e8c6e72e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699013854,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"},{"id":699013982,"gmtCreate":1639720739324,"gmtModify":1639720739878,"author":{"id":"3568766270669985","authorId":"3568766270669985","name":"xinda","avatar":"https://static.tigerbbs.com/2760aaaf4f8e82555fbca3c14fa7d8c7","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3568766270669985","idStr":"3568766270669985"},"htmlText":"Hahahah","listText":"Hahahah","text":"Hahahah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699013982","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":699037683,"gmtCreate":1639720363665,"gmtModify":1639720364009,"author":{"id":"3582709211377801","authorId":"3582709211377801","name":"LameDude","avatar":"https://static.tigerbbs.com/1fad169ba882e7ecc17ccafb3bf4ecaf","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3582709211377801","idStr":"3582709211377801"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/699037683","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7020349,"gmtCreate":1639721677225,"gmtModify":1639721677333,"authorId":3583492097628662,"author":{"id":3583492097628662,"idStr":"3583492097628662","authorId":3583492097628662,"name":"SJY93","avatar":"https://static.tigerbbs.com/89bfe60be103944e6cd88c5caa57efef","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699037683,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":7020203,"gmtCreate":1639720702800,"gmtModify":1639720702834,"authorId":4089878444731060,"author":{"id":4089878444731060,"idStr":"4089878444731060","authorId":4089878444731060,"name":"Adrian88","avatar":"https://static.tigerbbs.com/e6c821844139b158ef20aa398c55abd1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699037683,"type":1,"supId":0,"prevId":0,"content":"Like","text":"Like","html":"Like"},{"id":7020181,"gmtCreate":1639720403689,"gmtModify":1639720403779,"authorId":3574913297541636,"author":{"id":3574913297541636,"idStr":"3574913297541636","authorId":3574913297541636,"name":"Txxl","avatar":"https://static.tigerbbs.com/6a8ad0c00f5be402e6e61554b7599f54","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699037683,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"},{"id":699037999,"gmtCreate":1639720305703,"gmtModify":1639720305703,"author":{"id":"4098347396406980","authorId":"4098347396406980","name":"JasmT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4098347396406980","idStr":"4098347396406980"},"htmlText":"Like thanks&nbsp;","listText":"Like thanks&nbsp;","text":"Like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699037999","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7020178,"gmtCreate":1639720368276,"gmtModify":1639720368368,"authorId":3582709211377801,"author":{"id":3582709211377801,"idStr":"3582709211377801","authorId":3582709211377801,"name":"LameDude","avatar":"https://static.tigerbbs.com/1fad169ba882e7ecc17ccafb3bf4ecaf","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699037999,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"},{"id":699034750,"gmtCreate":1639720259095,"gmtModify":1639720260195,"author":{"id":"3572214398550610","authorId":"3572214398550610","name":"aliciatng","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3572214398550610","idStr":"3572214398550610"},"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699034750","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7024883,"gmtCreate":1639753206942,"gmtModify":1639753206979,"authorId":3574339533972265,"author":{"id":3574339533972265,"idStr":"3574339533972265","authorId":3574339533972265,"name":"tiangxinyuan","avatar":"https://static.tigerbbs.com/5fa13e8a4280571a99e7326302f11926","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699034750,"type":1,"supId":0,"prevId":0,"content":"[Spurting]","text":"[Spurting]","html":"[Spurting]"}],"langContent":"CN"},{"id":699035777,"gmtCreate":1639720159130,"gmtModify":1639720159542,"author":{"id":"3568349626879479","authorId":"3568349626879479","name":"Alice156","avatar":"https://static.tigerbbs.com/60ff94c21a2d26f4682ac8ed41af2e37","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3568349626879479","idStr":"3568349626879479"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699035777","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7020165,"gmtCreate":1639720266762,"gmtModify":1639720266855,"authorId":3572214398550610,"author":{"id":3572214398550610,"idStr":"3572214398550610","authorId":3572214398550610,"name":"aliciatng","avatar":"https://static.tigerbbs.com/c4b23ee891a1061c7907495a9c7da890","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699035777,"type":1,"supId":0,"prevId":0,"content":"okay","text":"okay","html":"okay"}],"langContent":"CN"},{"id":699031662,"gmtCreate":1639719423455,"gmtModify":1639719423780,"author":{"id":"3556144692243777","authorId":"3556144692243777","name":"Dynamism","avatar":"https://static.tigerbbs.com/db9d6b46a7676559e8a7f6dec3c91c10","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3556144692243777","idStr":"3556144692243777"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699031662","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7020144,"gmtCreate":1639720100956,"gmtModify":1639720100990,"authorId":3586871018523967,"author":{"id":3586871018523967,"idStr":"3586871018523967","authorId":3586871018523967,"name":"BladeLiger","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699031662,"type":1,"supId":0,"prevId":0,"content":"[smile]","text":"[smile]","html":"[smile]"}],"langContent":"CN"},{"id":699039494,"gmtCreate":1639719146618,"gmtModify":1639719147080,"author":{"id":"3574228994035411","authorId":"3574228994035411","name":"Allenchang","avatar":"https://static.tigerbbs.com/bf64d942e55f3c756282ca09ce5d0be6","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3574228994035411","idStr":"3574228994035411"},"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699039494","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7020083,"gmtCreate":1639719429074,"gmtModify":1639719429166,"authorId":3556144692243777,"author":{"id":3556144692243777,"idStr":"3556144692243777","authorId":3556144692243777,"name":"Dynamism","avatar":"https://static.tigerbbs.com/db9d6b46a7676559e8a7f6dec3c91c10","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699039494,"type":1,"supId":0,"prevId":0,"content":"k","text":"k","html":"k"}],"langContent":"CN"},{"id":699039052,"gmtCreate":1639718933983,"gmtModify":1639727571762,"author":{"id":"4099990080951910","authorId":"4099990080951910","name":"Cub88","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4099990080951910","idStr":"4099990080951910"},"htmlText":"Hope so","listText":"Hope so","text":"Hope so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699039052","repostId":1187290291,"repostType":4,"repost":{"id":"1187290291","kind":"news","pubTimestamp":1639718717,"share":"https://www.laohunote.com/m/news/1187290291?lang=zh_CN&edition=full","pubTime":"2021-12-17 13:25","market":"us","language":"en","title":"3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187290291","media":"Markets Insider","summary":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBu","content":"<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>","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>3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</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; 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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: 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\">\n3 reasons why investors should expect more gains in the stock market in 2022<blockquote>投资者预计 2022 年股市将上涨更多的 3 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets Insider2021-12-17 13:25\n\n</h4>\n</header>\n<article>\n<ul> <li>Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.</li> <li>Bullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.</li> <li>These are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.</li> </ul> <img src=\"https://static.tigerbbs.com/8d18998adba847667d0a9a2b38b13572\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Xinhua/Wang Ying/ Getty Images<blockquote><ul><li>即使在 2021 年实现稳健上涨之后，投资者也应该预计 2022 年股市将有更多上涨空间。</li><li>摩根大通的马尔科·科拉诺维奇 (Marko Kolanovic) 的乐观情绪来自盈利势头和相对宽松的美联储政策。</li><li>摩根大通表示，这是投资者预计明年股市将继续上涨的三个原因。</li></ul>新华社/王颖/盖蒂图片社</blockquote> Even after three consecutive years of stellar stock market returns,JPMorgan's&nbsp;quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.<blockquote>即使在连续三年股市回报率出色之后，摩根大通的量化大师马尔科·科拉诺维奇 (Marko Kolanovic) 表示，投资者在 2022 年应该为更多同样的回报率做好准备。</blockquote> In a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&amp;P 500's year-to-date gain of about 25%.<blockquote>在周三的一份报告中，他概述了他预计明年股市将继续上涨的三个原因，延续了标准普尔 500 指数年初至今约 25% 的涨幅。</blockquote> \"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.<blockquote>科拉诺维奇解释说：“由于盈利增长好于预期、中国/新兴市场背景改善以及消费者消费习惯正常化，我们继续看到股市上涨。”他补充说，美国企业的盈利增长可能高于市场预期，达到 14%。</blockquote> \"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.<blockquote>他继续说道：“对于主要市场的中个位数增长率，前瞻性共识估计再次保守。”报告称，这些不温不火的盈利预期与大流行后强劲的经济不符，也没有反映出家庭储蓄的增加或劳动力市场的扩张。</blockquote> And earnings could grow even further&nbsp;if the US-China trade war eases, Kolanovic noted.<blockquote>科拉诺维奇指出，如果中美贸易战缓和，盈利可能会进一步增长。</blockquote> But perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the&nbsp;Fed's Wednesday decision to speed up its monthly bond purchase tapering&nbsp;and the&nbsp;Bank of England's decision&nbsp;to raise interest rates on Thursday.<blockquote>但对于 2022 年股票正回报的潜力来说，也许最重要的是科拉诺维奇预计，尽管美联储周三决定加快每月债券购买规模，英国央行也决定加息，但总体上各国央行将继续保持支持性周四。</blockquote> \"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.<blockquote>科拉诺维奇表示：“尽管美联储缩减规模，但我们预计央行政策仍将总体上保持宽松，到 2022 年底，全球发达市场央行资产负债表将额外扩张 1.1 万亿美元，相对于当前市场预期，美联储将更加鸽派。”</blockquote> And rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.<blockquote>他并不关心通胀上升，因为他认为通胀更多地是旋转的，而不是广泛的加速。部分原因是企业明年应该加大供应力度，有助于限制价格进一步上涨。</blockquote> \"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&amp;A activity,\" Kolanovic explained.<blockquote>科拉诺维奇解释说：“创纪录的企业流动性和强劲的基本面应该会继续推动资本投资、库存补货、股东回报和并购活动。”</blockquote> Last month, JPMorgan predicted&nbsp;the S&amp;P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.<blockquote>上个月，摩根大通预测标普500将在 2022 年上半年达到 5,000 点，较当前水平潜在上涨 6%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12\">Markets Insider</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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://markets.businessinsider.com/news/stocks/stock-market-outlook-2022-investors-expect-more-gains-ahead-inflation-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187290291","content_text":"Even after solid gains in 2021, investors should expect more upside for the stock market in 2022.\nBullishness from JPMorgan's Marko Kolanovic is from earnings momentum and relatively easy Fed policy.\nThese are the three reasons why investors should expect continued stock market gains next year, according to JPMorgan.\n\nXinhua/Wang Ying/ Getty Images\nEven after three consecutive years of stellar stock market returns,JPMorgan's quant guru Marko Kolanovic says investors should be positioned for more of the same in 2022.\nIn a Wednesday note, he outlined three reasons behind his expectation that equities will continue to rise next year, extending momentum from the S&P 500's year-to-date gain of about 25%.\n\"We continue to see upside in equities on better than expected earnings growth, China/emerging market backdrop improving, and normalizing consumer spending habits,\" Kolanovic explained, adding that US corporations could post above-consensus earnings growth of 14%.\n\"Forward consensus estimates are once again conservative at mid-single-digit growth rates across major markets,\" he continued. Those tepid earnings estimates don't line up with the strong economy that has taken hold post-pandemic, nor does it reflect elevated household savings or expanding labor markets, according to the note.\nAnd earnings could grow even further if the US-China trade war eases, Kolanovic noted.\nBut perhaps most important to the potential for positive equity returns in 2022 is Kolanovic's expectation that central banks will continued to be supportive on balance, despite the Fed's Wednesday decision to speed up its monthly bond purchase tapering and the Bank of England's decision to raise interest rates on Thursday.\n\"We expect central bank policy to remain broadly accommodative despite Fed tapering, with an additional $1.1 trillion in global developed markets central bank balance sheet expansion through the end of 2022 and a more dovish Fed relative to current market expectations ahead of US midterm elections,\" Kolanovic said.\nAnd rising inflation doesn't concern him, as he sees it as more rotational rather than a broad-based acceleration. Part of that is because corporations should step in with supply next year, helping limit further price increases.\n\"Record corporate liquidity and strong fundamentals should continue to drive capital investment, inventory re-stocking, shareholder return, and M&A activity,\" Kolanovic explained.\nLast month, JPMorgan predicted the S&P 500 would hit 5,000 in the first half of 2022,representing potential upside of 6% from current levels.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7031329,"gmtCreate":1639795513173,"gmtModify":1639795513271,"authorId":4100173111004880,"author":{"id":4100173111004880,"idStr":"4100173111004880","authorId":4100173111004880,"name":"The Cub","avatar":"https://static.tigerbbs.com/17651275119bd149eae19203cc7d496a","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":699039052,"type":1,"supId":0,"prevId":0,"content":"Hehe","text":"Hehe","html":"Hehe"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":53,"commentSize":16,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}