With many countries reopening

2021-09-21

With many countries reopening borders, many factories reopening due to covid restriction lifted, economy rebounding, and everyone going back to work,companies are going back to run in full force, it should be a hyper growth in prices soon? To me, China evergrande is a short term issue - eventually they will sell off their assets and others wil buy over or maybe central banks/ ** will help them. But personally I believe prices are on an incline path..

Will the Stock Market Selloff Get Worse?Morgan Stanley and JPMorgan Chase Give Different Answers.

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TheMilkyWay
2021-09-30
TheMilkyWay
Hmmmm I think that’s a little too optimistic. Covid surprises can halt reopening very easily. Also, the market has been overheated for some time already. So far all the “pullbacks” have been less than
- TheMilkyWayReplyTheMilkyWay:
  sustained 10+% correction is starting.
- TheMilkyWay:
  10% & lasted max 1-2 days, recovering very quickily. Now with Evergrande & US bond yields is really adding more & more concerns into the mix. Probably wont be a 20% or more crash but I FEEL a more

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To me,&nbsp;China evergrande is a short term issue - eventually they will sell off their&nbsp;assets and others wil buy over or maybe central banks/ **&nbsp;will help them. But personally I believe prices are on an&nbsp;incline path..&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>With many countries reopening borders, many&nbsp; factories reopening due to covid restriction lifted, economy rebounding, and everyone going back to work,companies are going back to run in full force, it should be a hyper growth in prices soon? To me,&nbsp;China evergrande is a short term issue - eventually they will sell off their&nbsp;assets and others wil buy over or maybe central banks/ **&nbsp;will help them. But personally I believe prices are on an&nbsp;incline path..&nbsp;</p></body></html>","text":"With many countries reopening borders, many factories reopening due to covid restriction lifted, economy rebounding, and everyone going back to work,companies are going back to run in full force, it should be a hyper growth in prices soon? To me, China evergrande is a short term issue - eventually they will sell off their assets and others wil buy over or maybe central banks/ ** will help them. But personally I believe prices are on an incline path..","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/860480438","repostId":1102179356,"repostType":4,"repost":{"id":"1102179356","pubTimestamp":1632183013,"share":"https://www.laohu8.com/m/news/1102179356?lang=&edition=full","pubTime":"2021-09-21 08:10","market":"us","language":"en","title":"Will the Stock Market Selloff Get Worse?Morgan Stanley and JPMorgan Chase Give Different Answers.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102179356","media":"Bloomberg","summary":"Morgan Stanley and JPMorgan Chase give different answers.","content":"<p><b>Morgan Stanley Sees Growing Risk of 20% Drop in S&amp;P 500</b></p>\n<ul>\n <li>Strategists say they’re turning more bearish on U.S. stocks</li>\n <li>Many Wall Street banks have said the market looks vulnerable</li>\n</ul>\n<p>A plunge of more than 20% in U.S. stocks is looking more like a real possibility, according to Morgan Stanley strategists led by Michael Wilson.</p>\n<p>While it’s still a worst-case scenario, the bank said that evidence is starting to point to weaker growth and falling consumer confidence.</p>\n<p>In a note on Monday, the strategists laid out two directions for U.S. markets, which they dubbed as “fire and ice.” In the fire outcome, the more optimistic view, the Federal Reserve pulls away stimulus to keep the economy from running too hot.</p>\n<p>“The typical ‘fire’ outcome would lead to a modest and healthy 10% correction in the S&amp;P 500,” they wrote.</p>\n<p>But it’s the more bearish “ice” scenario that’s gaining traction, the strategists said, laying out a picture in which the economy sharply decelerates and earnings get squeezed.</p>\n<p><img src=\"https://static.tigerbbs.com/391b8d559629622a1ee2f2b52bbd2284\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>Among Wall Street strategists, Morgan Stanley is&nbsp;more bearish&nbsp;than most, but their views echo other banks that have come out with ominous predictions recently. Strategists at Goldman Sachs Group Inc. and Citigroup Inc. have also written about the potential for negative shocks to end the U.S. market’s relentless rise.</p>\n<p>“Will it be fire or ice? We don’t know, but the ice scenario would be worse for markets and we are leaning in that direction,” Morgan Stanley’s strategists wrote. “We think the mid-cycle transition will end with the rolling correction finally hitting the S&amp;P 500.”</p>\n<p>The bank recommended investors stick to defensive, quality companies to protect themselves and keep some exposure to financial stocks, which will benefit from rising interest rates.</p>\n<p><b>JPMorgan’s Kolanovic Sees Stock Rout Overdone, Urges Dip Buying</b></p>\n<ul>\n <li>Says selloff driven by technical factors amid poor liquidity</li>\n <li>Economic momentum seen picking up amid easing virus risk</li>\n</ul>\n<p>The S&amp;P 500’s worst drop in six months on Monday is an opportunity to buy stocks as the global economic recovery is poised to pick up momentum, according to JPMorgan Chase &amp; Co. strategists led by Marko Kolanovic.</p>\n<p>“The market sell-off that escalated overnight we believe is primarily driven by technical selling flows (CTAs and option hedgers) in an environment of poor liquidity, and overreaction of discretionary traders to perceived risks,” the strategists wrote in a client note. “Our fundamental thesis remains unchanged, and we see the sell-off as an opportunity to buy the dip.”</p>\n<p>Stocks sold off Monday as angst grew over China’s real-estate sector and Federal Reserve tapering. 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Volatility-targeted funds that allocate assets depending on price swings may be forced to sell as much as $40 billion of assets,warned&nbsp;Nomura Securities strategist Charlie McElligott.</p>\n<p>Kolanovic reiterated the firm’s bullish stance on equities, noting the team last week&nbsp;upgraded&nbsp;the S&amp;P 500’s year-end target by 100 points to 4,700 amid a subsiding wave of delta virus cases and better-than-expected earnings.</p>\n<p>“Risks are well-flagged and priced in, with stock multiples back at post-pandemic lows for many reopening/recovery exposures,” the strategists wrote. “We look for cyclicals to resume leadership as delta inflects.”</p>\n<p>The upbeat view contrasts with Morgan Stanley’s Mike Wilson, whose worst case called for the S&amp;P 500 to&nbsp;plunge&nbsp;more than 20% from its peak, a scenario that the strategist says looks more possible.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill the Stock Market Selloff Get Worse?Morgan Stanley and JPMorgan Chase Give Different Answers.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-09-20/morgan-stanley-s-wilson-sees-growing-risk-of-20-drop-in-s-p-500><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley Sees Growing Risk of 20% Drop in S&P 500\n\nStrategists say they’re turning more bearish on U.S. stocks\nMany Wall Street banks have said the market looks vulnerable\n\nA plunge of more than...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-09-20/morgan-stanley-s-wilson-sees-growing-risk-of-20-drop-in-s-p-500\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-09-20/morgan-stanley-s-wilson-sees-growing-risk-of-20-drop-in-s-p-500","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102179356","content_text":"Morgan Stanley Sees Growing Risk of 20% Drop in S&P 500\n\nStrategists say they’re turning more bearish on U.S. stocks\nMany Wall Street banks have said the market looks vulnerable\n\nA plunge of more than 20% in U.S. stocks is looking more like a real possibility, according to Morgan Stanley strategists led by Michael Wilson.\nWhile it’s still a worst-case scenario, the bank said that evidence is starting to point to weaker growth and falling consumer confidence.\nIn a note on Monday, the strategists laid out two directions for U.S. markets, which they dubbed as “fire and ice.” In the fire outcome, the more optimistic view, the Federal Reserve pulls away stimulus to keep the economy from running too hot.\n“The typical ‘fire’ outcome would lead to a modest and healthy 10% correction in the S&P 500,” they wrote.\nBut it’s the more bearish “ice” scenario that’s gaining traction, the strategists said, laying out a picture in which the economy sharply decelerates and earnings get squeezed.\n\nAmong Wall Street strategists, Morgan Stanley is more bearish than most, but their views echo other banks that have come out with ominous predictions recently. Strategists at Goldman Sachs Group Inc. and Citigroup Inc. have also written about the potential for negative shocks to end the U.S. market’s relentless rise.\n“Will it be fire or ice? We don’t know, but the ice scenario would be worse for markets and we are leaning in that direction,” Morgan Stanley’s strategists wrote. “We think the mid-cycle transition will end with the rolling correction finally hitting the S&P 500.”\nThe bank recommended investors stick to defensive, quality companies to protect themselves and keep some exposure to financial stocks, which will benefit from rising interest rates.\nJPMorgan’s Kolanovic Sees Stock Rout Overdone, Urges Dip Buying\n\nSays selloff driven by technical factors amid poor liquidity\nEconomic momentum seen picking up amid easing virus risk\n\nThe S&P 500’s worst drop in six months on Monday is an opportunity to buy stocks as the global economic recovery is poised to pick up momentum, according to JPMorgan Chase & Co. strategists led by Marko Kolanovic.\n“The market sell-off that escalated overnight we believe is primarily driven by technical selling flows (CTAs and option hedgers) in an environment of poor liquidity, and overreaction of discretionary traders to perceived risks,” the strategists wrote in a client note. “Our fundamental thesis remains unchanged, and we see the sell-off as an opportunity to buy the dip.”\nStocks sold off Monday as angst grew over China’s real-estate sector and Federal Reserve tapering. The S&P 500 dropped as much as 2.5% for the biggest decline since March, extending its loss from a Sept. 2 peak to almost 5%.\nAs the benchmark undercut its 50-day average for a second day in a row, failing to rebound from a reliable support that had been in place for the whole year, computer-driven traders like commodity trading advisers, or CTAs, stepped up selling. Volatility-targeted funds that allocate assets depending on price swings may be forced to sell as much as $40 billion of assets,warned Nomura Securities strategist Charlie McElligott.\nKolanovic reiterated the firm’s bullish stance on equities, noting the team last week upgraded the S&P 500’s year-end target by 100 points to 4,700 amid a subsiding wave of delta virus cases and better-than-expected earnings.\n“Risks are well-flagged and priced in, with stock multiples back at post-pandemic lows for many reopening/recovery exposures,” the strategists wrote. “We look for cyclicals to resume leadership as delta inflects.”\nThe upbeat view contrasts with Morgan Stanley’s Mike Wilson, whose worst case called for the S&P 500 to plunge more than 20% from its peak, a scenario that the strategist says looks more possible.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CAAS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":377,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":6040516,"commentId":"6040516","gmtCreate":1632934380970,"gmtModify":1663234653530,"authorId":3583318222987864,"author":{"id":3583318222987864,"idStr":"3583318222987864","authorId":3583318222987864,"name":"TheMilkyWay","avatar":"https://static.tigerbbs.com/190d59bcbcc876e15543cbd430d8c1f2","vip":1,"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":860480438,"objectIdStr":"860480438","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Hmmmm I think that’s a little too optimistic. Covid surprises can halt reopening very easily. Also, the market has been overheated for some time already. So far all the “pullbacks” have been less than","text":"Hmmmm I think that’s a little too optimistic. Covid surprises can halt reopening very easily. Also, the market has been overheated for some time already. So far all the “pullbacks” have been less than","html":"Hmmmm I think that’s a little too optimistic. Covid surprises can halt reopening very easily. Also, the market has been overheated for some time already. So far all the “pullbacks” have been less than","likeSize":0,"commentSize":2,"subComments":[{"id":6040522,"commentId":"6040522","gmtCreate":1632934516489,"gmtModify":1663234654746,"authorId":3583318222987864,"author":{"id":3583318222987864,"idStr":"3583318222987864","authorId":3583318222987864,"name":"TheMilkyWay","avatar":"https://static.tigerbbs.com/190d59bcbcc876e15543cbd430d8c1f2","vip":1,"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3583318222987864,"repliedAuthor":{"id":3583318222987864,"idStr":"3583318222987864","authorId":3583318222987864,"name":"TheMilkyWay","avatar":"https://static.tigerbbs.com/190d59bcbcc876e15543cbd430d8c1f2","vip":1,"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":860480438,"objectIdStr":"860480438","type":1,"supId":6040516,"supIdStr":"6040516","prevId":6040518,"prevIdStr":"6040518","content":"sustained 10+% correction is starting. ","text":"sustained 10+% correction is starting. ","html":"sustained 10+% correction is starting. "},{"id":6040518,"commentId":"6040518","gmtCreate":1632934492662,"gmtModify":1663234653335,"authorId":3583318222987864,"author":{"id":3583318222987864,"idStr":"3583318222987864","authorId":3583318222987864,"name":"TheMilkyWay","avatar":"https://static.tigerbbs.com/190d59bcbcc876e15543cbd430d8c1f2","vip":1,"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":860480438,"objectIdStr":"860480438","type":1,"supId":6040516,"supIdStr":"6040516","prevId":0,"prevIdStr":"0","content":"10% &amp; lasted max 1-2 days, recovering very quickily. Now with Evergrande &amp; US bond yields is really adding more &amp; more concerns into the mix. Probably wont be a 20% or more crash but I FEEL a more ","text":"10% &amp; lasted max 1-2 days, recovering very quickily. Now with Evergrande &amp; US bond yields is really adding more &amp; more concerns into the mix. Probably wont be a 20% or more crash but I FEEL a more ","html":"10% &amp; lasted max 1-2 days, recovering very quickily. Now with Evergrande &amp; US bond yields is really adding more &amp; more concerns into the mix. Probably wont be a 20% or more crash but I FEEL a more "}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/860480438"}