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ForennameÖsterreichische Aktien im In- und Ausland
Betreff des ThemasOur core view remains that the COVID situation will continue improving
URL des Themashttps://aktien-portal.at/forum/../forum/boerse-aktien.php?az=show_topic&forum=124&topic_id=223806&mesg_id=230876
230876, Our core view remains that the COVID situation will continue improving
Eingetragen von Warren Buffett, 06.10.21 22:49
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Our core view remains that the COVID situation will continue improving driving a cyclical recovery. This will be the case for at least the next 3-4 months given COVID wave dynamics, but most likely also beyond that. We believe that this was the last significant wave, and an effective end to the pandemic – in the historical echo of the 1918/1919 pandemic (and a number of other pandemics in the last century) that also had ~4 waves and lasted about ~20 months. New COVID treatments are also supportive of this view. Given the multi-decade lows in capex, inventories and favorable conditions of consumer balance sheets, we believe the cyclical recovery can run strongly for the next year or longer.

JPMorgan
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