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- Higher bond yields should not be disruptive for equities – JP Morgan
Higher bond yields should not be disruptive for equities – JP Morgan
JPMorgan's Chief Global Markets Strategist Marko Kolanovic backs the “buy the dip” scenario for equity investors while suggesting that the last week’s sell-off, due to the Fed Minutes’ “hawkish surprise”, is arguably overdone.
The bank representative also rules out firmer Treasury yields as a hurdle for equities while saying, “Higher bond yields should not be disruptive for equities, but rather support our call for a growth to value rotation.”
Additional comments from JP Morgan’s Kolanovic
We stay positive on equities and expect omicron will ultimately prove a positive for risk assets, as this milder but more transmissible variant speeds the transition from pandemic to endemic with a lower human toll.
As this wave fades, it will likely mark the end of the pandemic.
Omicron’s lower severity and high transmissibility crowds out more severe variants and leads to broad natural immunity.
Signs of supply constraints potentially passing their worst point.
Also read: S&P 500 dips under 4,600, eyes December lows, as Fed tightening fears provoke further selling
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