On Friday (26th), South Africa’s new mutant strain B.1.1.529 (also known as Omicron) raided at least 5 countries around the world, detonating the massacre of US stocks, and Wall Street analysts gave their latest analysis.
The new crown epidemic continues to affect the world, and now there are new variants of the virus. The new variant of the new crown virus B.1.1.529, also known as “Omicron”, was discovered in South Africa five days ago, causing panic in various countries, such as the United Kingdom, France, Israel, and Eda Countries such as Lee and Singapore are quickly adopting travel restrictions to prevent the invasion of the new coronavirus.
Emmanuel Cau, strategist at Barclays, said: “Given that many stock markets are at historical highs, liquidity is low at the end of the year, and the number of new crown diagnoses has risen again, it seems logical that the stock market will fall back. It is recommended that investors allocate more leveraged sectors and hedge. Economic growth Resilience and patience central banks should continue to provide a buffer in the medium term, and investors have the opportunity to buy on dips. The key now is to find out whether the current vaccine is still effective against mutations. The uncertainty of the new crown epidemic may force central banks to be cautious. Act.”
Holger Schmieding, chief economist at Berenberg, said that at this stage, it is too early to assess the potential economic consequences. Any new wave of epidemics may cause serious economic losses. The world is in a state of high alert and is increasing its development and adjustment. And the ability to produce vaccines
Wei Li, global chief investment strategist at BlackRock think tank, said: “The root of the debate is whether this new mutation means a greater challenge to the efficacy of the vaccine, which will determine our view of what is happening now.”
Bernard Shaw, an Asian bond syndicated banker at Daiwa Capital Markets Singapore, said that the market may see the Federal Reserve’s (Fed) rate hikes shrink and the pace of reduction in bond purchases slowed down. Interest rates in the Asia-Pacific region are still very low. Provides a cushion during the sell-off
Justin Tang, head of Asian research at United First Partners, a consulting firm, said: “The good news is that countries such as the United Kingdom are taking quick action to curb the spread of any new variants. Given that the world has experienced the Delta attack earlier, there is already a script for this situation, which is expected to be It’s not unknown that there are new variants.”
Comdirect Bank strategist Andreas Lipkow said: “European stocks are really facing the final test today. The timing of this price change is unfavorable. Because it was Friday (shortly before the weekend) and the early closing, US stocks Dow Jones continued to lose momentum because In the current explosive situation, market participants in Europe (especially Germany) cannot find any reason to buy on dips.”