🧐🧐_老虎社区_美港股上老虎

PeterYC
2021-11-30

🧐🧐

JPMorgan's S&P 500 forecast for 2022 is among the most bullish on Wall Street. Here's the biggest risk it sees for stocks.<blockquote>摩根大通对2022年标普500的预测是华尔街最乐观的预测之一。这是它认为股市面临的最大风险。</blockquote>

Cue the selling again. Moderna CEO Stéphane Bancel brought the mood down early Tuesday with a predic

JPMorgan's S&P 500 forecast for 2022 is among the most bullish on Wall Street. Here's the biggest risk it sees for stocks.<blockquote>摩根大通对2022年标普500的预测是华尔街最乐观的预测之一。这是它认为股市面临的最大风险。</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":609668532,"tweetId":"609668532","gmtCreate":1638280252993,"gmtModify":1638280253124,"author":{"id":3571448359169660,"idStr":"3571448359169660","authorId":3571448359169660,"authorIdStr":"3571448359169660","name":"PeterYC","avatar":"https://static.tigerbbs.com/9ef14f774a72b511343eb2acc028573c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>🧐🧐</body></html>","htmlText":"<html><head></head><body>🧐🧐</body></html>","text":"🧐🧐","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/609668532","repostId":2187352582,"repostType":4,"repost":{"id":"2187352582","kind":"highlight","pubTimestamp":1638279131,"share":"https://www.laohu8.com/m/news/2187352582?lang=zh_CN&edition=full","pubTime":"2021-11-30 21:32","market":"us","language":"en","title":"JPMorgan's S&P 500 forecast for 2022 is among the most bullish on Wall Street. Here's the biggest risk it sees for stocks.<blockquote>摩根大通对2022年标普500的预测是华尔街最乐观的预测之一。这是它认为股市面临的最大风险。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2187352582","media":"MarketWatch","summary":"Cue the selling again.\nModerna CEO Stéphane Bancel brought the mood down early Tuesday with a predic","content":"Cue the selling again.<blockquote>再次提示抛售。</blockquote> Moderna&nbsp;CEO Stéphane Bancel brought the mood down early Tuesday with a prediction that current COVID-19 vaccines will struggle against the omicron coronavirus variant, due to its high mutations, and that it will take months to mass produce new immunizations.<blockquote>Moderna首席执行官Stéphane Bancel周二早些时候预测，由于奥密克戎冠状病毒变种的高度突变，目前的COVID-19疫苗将难以对抗其变种，并且需要几个月的时间才能大规模生产新的免疫疫苗，从而降低了人们的情绪。</blockquote> \"There is no world, I think, where [the effectiveness] is the same level...we had with delta,\" he told the Financial Times, adding that \"all the scientists I've talked to...are like 'this is not going to be good.'\"<blockquote>他对英国《金融时报》表示：“我认为，没有一个世界的[有效性]与我们与达美航空的水平相同。”他补充说，“我交谈过的所有科学家……都像‘这不会很好。’”</blockquote> Initial reports of \"mild\" symptoms among some South African patients helped cheer markets on Monday. \"In reality, the evidence is still incredibly limited on this question, and nothing from the Moderna CEO overnight changes that,\" said strategist Jim Reid and his team at Deutsche Bank, whose poll showed just 10% of investors see the variant as a major market threat by year-end.<blockquote>周一，一些南非患者出现“轻微”症状的初步报告帮助提振了市场。德意志银行策略师吉姆·里德(Jim Reid)和他的团队表示：“事实上，关于这个问题的证据仍然极其有限，Moderna首席执行官一夜之间的任何举动都没有改变这一点。”他们的民意调查显示，只有10%的投资者将这种变体视为主要问题。年底前的市场威胁。</blockquote> Indeed, the show must go on, with Wall Street banks continuing to churn out forecasts for the coming year. In our call of the day, JPMorgan predicts a 5,050 finish in 2022 for the S&amp;P 500 , which matches RBC's forecast and looks among the most optimistic on Wall Street so far.<blockquote>事实上，这场表演必须继续下去，华尔街银行将继续对来年做出预测。在我们当天的看涨期权中，摩根大通预测标普500 2022年收盘价为5,050点，这与加拿大皇家银行的预测一致，也是迄今为止华尔街最乐观的预测之一。</blockquote> A JPM team led by Dubravko Lakos-Bujas, chief U.S. equity strategist, sees further stock upside ahead, albeit more moderate, on better-than-expected earnings growth, easing supply shocks, improved background on China (which JPM upgraded to overweight on expectations for policy easing and as equity risk premiums from regulatory moves are priced in) and emerging markets, normalizing consumer spending habits and, most important, accommodative central banks.<blockquote>由首席美国股票策略师杜布拉夫科·拉科斯-布哈斯(Dubravko Lakos-Bujas)领导的摩根大通团队认为，由于盈利增长好于预期、供应冲击缓解、中国背景改善（摩根大通将中国升级为跑赢大盘）和新兴市场、消费者支出习惯正常化以及最重要的是宽松的央行，股市未来将进一步上涨，尽管涨幅较为温和。</blockquote> The team offered some comfort over recent market stress. \"While there have been sporadic setbacks with COVID-19 variants (e.g. delta, omicron), this needs to be seen in the context of higher natural and vaccine-acquired immunity, significantly lower mortality, and new antiviral treatments,\" said the team, which hammered home the important role of central banks.<blockquote>该团队对最近的市场压力提供了一些安慰。该团队表示：“虽然COVID-19变种（例如delta、奥密克戎）出现了零星挫折，但这需要在更高的自然和疫苗获得性免疫、显着降低的死亡率以及新的抗病毒治疗的背景下看待。”强调了央行的重要作用。</blockquote> \"With this in mind, the key risk to our outlook is a hawkish shift in CB [central bank] policy, especially if post-pandemic dislocations persist (e.g. further delay in China reopening, supply-chain issues, labor shortages continue),\" said Lakos-Bujas and the team.<blockquote>“考虑到这一点，我们前景的关键风险是CB（央行）政策的鹰派转变，特别是如果大流行后的混乱持续存在（例如中国重新开放进一步推迟、供应链问题、劳动力短缺持续），”Lakos-Bujas和团队说道。</blockquote> The bank sees \"broadly accommodative\" Federal Reserve policy despite tapering, and especially ahead of next November's midterm elections, with an extra $1.1 trillion in developed market central bank balance sheet expansion through 2022. It expects \"inflation rotation rather than broad-based accelerated in prices,\" and sees record corporate liquidity driving capital investment, shareholder returns and mergers and acquisitions.<blockquote>该行认为，尽管缩减规模，尤其是在明年11月中期选举之前，美联储的政策仍将是“广泛宽松的”，到2022年，发达市场央行的资产负债表将额外扩张1.1万亿美元。它预计“通胀轮动而不是价格普遍加速”，并认为创纪录的企业流动性将推动资本投资、股东回报和并购。</blockquote> Most of the upside for U.S. stocks should be seen between now and the first half of 2022, \"when monetary and fiscal policy tailwinds will be strongest, followed by sideways action in 2H22,\" when Fed liftoff could drive some de-risking and intra-cycle correction.<blockquote>从现在到2022年上半年，美国股市的大部分上涨空间应该会出现，“届时货币和财政政策的顺风将最强劲，随后是2022年下半年的横盘整理”，届时美联储的加息可能会推动一些去风险和内部调整。周期修正。</blockquote> As for stocks and sectors, the bank likes long equity exposure to rising oil prices (the bank predicts oil prices will hit $150 by 2023), financials, consumer services, healthcare and small-caps. The travel, leisure and experiences theme has \"extremely attractive risk-reward, while momentum is \"again getting increasingly correlated and crowded with growth stocks,\" the bank cautioned.<blockquote>至于股票和板块，该行喜欢在油价上涨（该行预测油价到2023年将达到150美元）、金融、消费服务、医疗保健和小盘股的多头股票敞口。该行警告称，旅游、休闲和体验主题具有“极具吸引力的风险回报，而势头“再次与成长型股票越来越相关并拥挤”。</blockquote> <img src=\"https://static.tigerbbs.com/796e545cf3aa9d6923a076dd661e3c9a\" tg-width=\"700\" tg-height=\"381\" width=\"100%\" height=\"auto\"><blockquote></blockquote> A few stocks that ended up on its charts included a batch of global beneficiaries of easing supply-chain pressures -- Dollar Tree, Tapestry, Johnson Controls, Masco, Under Armour&nbsp;and Tyson Foods. Among those that stand to benefit from a global reopening in services are Disney, Las Vegas Sands <a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a> and <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> (EXPE). Beneficiaries of higher oil prices include Halliburton, Baker Hughes&nbsp;and Occidental Petroleum.<blockquote>最终出现在其图表上的一些股票包括一批供应链压力缓解的全球受益者——Dollar Tree、Tapestry、江森自控、Masco、Under Armour和泰森食品。迪士尼、拉斯维加斯金沙集团等将从全球服务业重新开放中受益<a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a>和<a href=\"https://laohu8.com/S/EXPE\">Expedia</a>（EXPE）。油价上涨的受益者包括哈里伯顿、贝克休斯和西方石油公司。</blockquote>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan's S&P 500 forecast for 2022 is among the most bullish on Wall Street. Here's the biggest risk it sees for stocks.<blockquote>摩根大通对2022年标普500的预测是华尔街最乐观的预测之一。这是它认为股市面临的最大风险。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan's S&P 500 forecast for 2022 is among the most bullish on Wall Street. Here's the biggest risk it sees for stocks.<blockquote>摩根大通对2022年标普500的预测是华尔街最乐观的预测之一。这是它认为股市面临的最大风险。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-30 21:32\n\n</h4>\n</header>\n<article>\nCue the selling again.<blockquote>再次提示抛售。</blockquote> Moderna&nbsp;CEO Stéphane Bancel brought the mood down early Tuesday with a prediction that current COVID-19 vaccines will struggle against the omicron coronavirus variant, due to its high mutations, and that it will take months to mass produce new immunizations.<blockquote>Moderna首席执行官Stéphane Bancel周二早些时候预测，由于奥密克戎冠状病毒变种的高度突变，目前的COVID-19疫苗将难以对抗其变种，并且需要几个月的时间才能大规模生产新的免疫疫苗，从而降低了人们的情绪。</blockquote> \"There is no world, I think, where [the effectiveness] is the same level...we had with delta,\" he told the Financial Times, adding that \"all the scientists I've talked to...are like 'this is not going to be good.'\"<blockquote>他对英国《金融时报》表示：“我认为，没有一个世界的[有效性]与我们与达美航空的水平相同。”他补充说，“我交谈过的所有科学家……都像‘这不会很好。’”</blockquote> Initial reports of \"mild\" symptoms among some South African patients helped cheer markets on Monday. \"In reality, the evidence is still incredibly limited on this question, and nothing from the Moderna CEO overnight changes that,\" said strategist Jim Reid and his team at Deutsche Bank, whose poll showed just 10% of investors see the variant as a major market threat by year-end.<blockquote>周一，一些南非患者出现“轻微”症状的初步报告帮助提振了市场。德意志银行策略师吉姆·里德(Jim Reid)和他的团队表示：“事实上，关于这个问题的证据仍然极其有限，Moderna首席执行官一夜之间的任何举动都没有改变这一点。”他们的民意调查显示，只有10%的投资者将这种变体视为主要问题。年底前的市场威胁。</blockquote> Indeed, the show must go on, with Wall Street banks continuing to churn out forecasts for the coming year. In our call of the day, JPMorgan predicts a 5,050 finish in 2022 for the S&amp;P 500 , which matches RBC's forecast and looks among the most optimistic on Wall Street so far.<blockquote>事实上，这场表演必须继续下去，华尔街银行将继续对来年做出预测。在我们当天的看涨期权中，摩根大通预测标普500 2022年收盘价为5,050点，这与加拿大皇家银行的预测一致，也是迄今为止华尔街最乐观的预测之一。</blockquote> A JPM team led by Dubravko Lakos-Bujas, chief U.S. equity strategist, sees further stock upside ahead, albeit more moderate, on better-than-expected earnings growth, easing supply shocks, improved background on China (which JPM upgraded to overweight on expectations for policy easing and as equity risk premiums from regulatory moves are priced in) and emerging markets, normalizing consumer spending habits and, most important, accommodative central banks.<blockquote>由首席美国股票策略师杜布拉夫科·拉科斯-布哈斯(Dubravko Lakos-Bujas)领导的摩根大通团队认为，由于盈利增长好于预期、供应冲击缓解、中国背景改善（摩根大通将中国升级为跑赢大盘）和新兴市场、消费者支出习惯正常化以及最重要的是宽松的央行，股市未来将进一步上涨，尽管涨幅较为温和。</blockquote> The team offered some comfort over recent market stress. \"While there have been sporadic setbacks with COVID-19 variants (e.g. delta, omicron), this needs to be seen in the context of higher natural and vaccine-acquired immunity, significantly lower mortality, and new antiviral treatments,\" said the team, which hammered home the important role of central banks.<blockquote>该团队对最近的市场压力提供了一些安慰。该团队表示：“虽然COVID-19变种（例如delta、奥密克戎）出现了零星挫折，但这需要在更高的自然和疫苗获得性免疫、显着降低的死亡率以及新的抗病毒治疗的背景下看待。”强调了央行的重要作用。</blockquote> \"With this in mind, the key risk to our outlook is a hawkish shift in CB [central bank] policy, especially if post-pandemic dislocations persist (e.g. further delay in China reopening, supply-chain issues, labor shortages continue),\" said Lakos-Bujas and the team.<blockquote>“考虑到这一点，我们前景的关键风险是CB（央行）政策的鹰派转变，特别是如果大流行后的混乱持续存在（例如中国重新开放进一步推迟、供应链问题、劳动力短缺持续），”Lakos-Bujas和团队说道。</blockquote> The bank sees \"broadly accommodative\" Federal Reserve policy despite tapering, and especially ahead of next November's midterm elections, with an extra $1.1 trillion in developed market central bank balance sheet expansion through 2022. It expects \"inflation rotation rather than broad-based accelerated in prices,\" and sees record corporate liquidity driving capital investment, shareholder returns and mergers and acquisitions.<blockquote>该行认为，尽管缩减规模，尤其是在明年11月中期选举之前，美联储的政策仍将是“广泛宽松的”，到2022年，发达市场央行的资产负债表将额外扩张1.1万亿美元。它预计“通胀轮动而不是价格普遍加速”，并认为创纪录的企业流动性将推动资本投资、股东回报和并购。</blockquote> Most of the upside for U.S. stocks should be seen between now and the first half of 2022, \"when monetary and fiscal policy tailwinds will be strongest, followed by sideways action in 2H22,\" when Fed liftoff could drive some de-risking and intra-cycle correction.<blockquote>从现在到2022年上半年，美国股市的大部分上涨空间应该会出现，“届时货币和财政政策的顺风将最强劲，随后是2022年下半年的横盘整理”，届时美联储的加息可能会推动一些去风险和内部调整。周期修正。</blockquote> As for stocks and sectors, the bank likes long equity exposure to rising oil prices (the bank predicts oil prices will hit $150 by 2023), financials, consumer services, healthcare and small-caps. The travel, leisure and experiences theme has \"extremely attractive risk-reward, while momentum is \"again getting increasingly correlated and crowded with growth stocks,\" the bank cautioned.<blockquote>至于股票和板块，该行喜欢在油价上涨（该行预测油价到2023年将达到150美元）、金融、消费服务、医疗保健和小盘股的多头股票敞口。该行警告称，旅游、休闲和体验主题具有“极具吸引力的风险回报，而势头“再次与成长型股票越来越相关并拥挤”。</blockquote> <img src=\"https://static.tigerbbs.com/796e545cf3aa9d6923a076dd661e3c9a\" tg-width=\"700\" tg-height=\"381\" width=\"100%\" height=\"auto\"><blockquote></blockquote> A few stocks that ended up on its charts included a batch of global beneficiaries of easing supply-chain pressures -- Dollar Tree, Tapestry, Johnson Controls, Masco, Under Armour&nbsp;and Tyson Foods. Among those that stand to benefit from a global reopening in services are Disney, Las Vegas Sands <a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a> and <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> (EXPE). Beneficiaries of higher oil prices include Halliburton, Baker Hughes&nbsp;and Occidental Petroleum.<blockquote>最终出现在其图表上的一些股票包括一批供应链压力缓解的全球受益者——Dollar Tree、Tapestry、江森自控、Masco、Under Armour和泰森食品。迪士尼、拉斯维加斯金沙集团等将从全球服务业重新开放中受益<a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a>和<a href=\"https://laohu8.com/S/EXPE\">Expedia</a>（EXPE）。油价上涨的受益者包括哈里伯顿、贝克休斯和西方石油公司。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/jpmorgans-s-p-500-forecast-for-2022-is-among-the-most-bullish-on-wall-street-heres-the-biggest-risk-it-sees-for-stocks-11638273921?mod=home-page\">MarketWatch</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":{".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","BK4504":"桥水持仓","SH":"做空标普500-Proshares","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","OXY":"西方石油","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index",".DJI":"道琼斯","IVV":"标普500ETF-iShares","BK4550":"红杉资本持仓","UPRO":"三倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","BK4534":"瑞士信贷持仓"},"source_url":"https://www.marketwatch.com/story/jpmorgans-s-p-500-forecast-for-2022-is-among-the-most-bullish-on-wall-street-heres-the-biggest-risk-it-sees-for-stocks-11638273921?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187352582","content_text":"Cue the selling again.\nModerna CEO Stéphane Bancel brought the mood down early Tuesday with a prediction that current COVID-19 vaccines will struggle against the omicron coronavirus variant, due to its high mutations, and that it will take months to mass produce new immunizations.\n\"There is no world, I think, where [the effectiveness] is the same level...we had with delta,\" he told the Financial Times, adding that \"all the scientists I've talked to...are like 'this is not going to be good.'\"\nInitial reports of \"mild\" symptoms among some South African patients helped cheer markets on Monday. \"In reality, the evidence is still incredibly limited on this question, and nothing from the Moderna CEO overnight changes that,\" said strategist Jim Reid and his team at Deutsche Bank, whose poll showed just 10% of investors see the variant as a major market threat by year-end.\nIndeed, the show must go on, with Wall Street banks continuing to churn out forecasts for the coming year. In our call of the day, JPMorgan predicts a 5,050 finish in 2022 for the S&P 500 , which matches RBC's forecast and looks among the most optimistic on Wall Street so far.\nA JPM team led by Dubravko Lakos-Bujas, chief U.S. equity strategist, sees further stock upside ahead, albeit more moderate, on better-than-expected earnings growth, easing supply shocks, improved background on China (which JPM upgraded to overweight on expectations for policy easing and as equity risk premiums from regulatory moves are priced in) and emerging markets, normalizing consumer spending habits and, most important, accommodative central banks.\nThe team offered some comfort over recent market stress. \"While there have been sporadic setbacks with COVID-19 variants (e.g. delta, omicron), this needs to be seen in the context of higher natural and vaccine-acquired immunity, significantly lower mortality, and new antiviral treatments,\" said the team, which hammered home the important role of central banks.\n\"With this in mind, the key risk to our outlook is a hawkish shift in CB [central bank] policy, especially if post-pandemic dislocations persist (e.g. further delay in China reopening, supply-chain issues, labor shortages continue),\" said Lakos-Bujas and the team.\nThe bank sees \"broadly accommodative\" Federal Reserve policy despite tapering, and especially ahead of next November's midterm elections, with an extra $1.1 trillion in developed market central bank balance sheet expansion through 2022. It expects \"inflation rotation rather than broad-based accelerated in prices,\" and sees record corporate liquidity driving capital investment, shareholder returns and mergers and acquisitions.\nMost of the upside for U.S. stocks should be seen between now and the first half of 2022, \"when monetary and fiscal policy tailwinds will be strongest, followed by sideways action in 2H22,\" when Fed liftoff could drive some de-risking and intra-cycle correction.\nAs for stocks and sectors, the bank likes long equity exposure to rising oil prices (the bank predicts oil prices will hit $150 by 2023), financials, consumer services, healthcare and small-caps. The travel, leisure and experiences theme has \"extremely attractive risk-reward, while momentum is \"again getting increasingly correlated and crowded with growth stocks,\" the bank cautioned.\n\nA few stocks that ended up on its charts included a batch of global beneficiaries of easing supply-chain pressures -- Dollar Tree, Tapestry, Johnson Controls, Masco, Under Armour and Tyson Foods. Among those that stand to benefit from a global reopening in services are Disney, Las Vegas Sands $(LVS)$ and Expedia (EXPE). Beneficiaries of higher oil prices include Halliburton, Baker Hughes and Occidental Petroleum.","news_type":1,"symbols_score_info":{"SSO":0.9,"SPXU":0.9,"SDS":0.9,"OEF":0.9,"IVV":0.9,".IXIC":0.9,"SH":0.9,"UPRO":0.9,"OEX":0.9,"OXY":0.9,"ESmain":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2037,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}