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Betreff des ThemasJPMorgan Sees Market Overcoming Stock Rout, But Beware Trade War
URL des Themashttps://aktien-portal.at/forum/../forum/boerse-aktien.php?az=show_topic&forum=124&topic_id=203844&mesg_id=204647
204647, JPMorgan Sees Market Overcoming Stock Rout, But Beware Trade War
Eingetragen von Warren Buffett, 25.3.18 16:11
JPMorgan Sees Market Overcoming Stock Rout, But Beware Trade War

espite a harrowing week for U.S. stocks, market conditions are looking favorable heading into the second quarter, according to JPMorgan Chase & Co.

Conditions for stability will probably come together in the second quarter, and asset allocations should remain oriented toward growth, JPMorgan strategists led by John Normand wrote in a note Friday after the S&P 500 closed down 6 percent for the week. They also suggested, however, that a potential trade war is a threat to economic growth.

"Two of four conditions for market stability have been met (tamer inflation, not-so-hawkish Federal Reserve), and the two others could align in the second quarter (stable activity data, de-escalation of trade conflict),” the strategists wrote.

Their recommended asset allocation includes being overweight equities versus bonds; long financials, industrials and oil; and selectively long on emerging markets.

While there’s now a risk premium for worse growth through bad policies, the strategists said that U.S. sanctions this year "equate to less than 0.5 percent of U.S. gross domestic product," and China’s retaliation this week has been “disproportionately mild.”

https://www.bloomberg.com/news/articles/2018-03-25/jpmorgan-sees-market-overcoming-stock-rout-but-beware-trade-war
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