Goldman Sachs analyst Borislav Vladimirov pointed out.
Information indicates that. The mutation of the Omi Keron variant is unlikely to be worse. Existing vaccines are likely to continue to be effective in preventing hospitalization and death. This variant is not a sufficient reason to make a major portfolio adjustment.
As travel restrictions have a greater impact on people’s normal life. The supply chain shortage, which is expected to be alleviated in the second half of 2022, may last longer. The combination of various factors may exacerbate the Fed’s short-term risk aversion sentiment in December.
Taking into account liquidity factors and policy risks in December. Investors can consider short-term hedging of risky assets that are sensitive to economic growth.