Analysts at JPMorgan pick their potential winners and losers for the second half of 2022, naming stocks to perform well or poorly when factors such as inflation, bond yields and oil prices are taken into account. is done. Analysts have identified several trends for the coming months, when Russia invaded Ukraine in the first half, rising inflation, and the Federal Reserve raising interest rates, all of which contributed to the market sell-off. Is. JPMorgan expects inflation to peak and bond yields to remain stable, its analysts led by Mislav Matezka said in a June 6 research note. “As we approach 2H, fundamental risk-reward for equities is likely to improve. On the policy side, we have potentially passed extreme Fed hawkishness. With flattening out, there is no further flattening of the curve of late, and the USD is stalling.These are expected to cover a possible peak in inflation a year later [year-over-year] Depending on the change,” he said. When it comes to sectors, JP Morgan is more energy, miners, banks, autos and travel, and it chose multiple stocks across multiple baskets. The bank considered “beneficiaries versus disadvantages of rising inflation.” “Identified. Beneficiary stocks include energy companies ENI and Repsol, auto firms Volvo, financial firms Credit Suisse and BNP Paribas, and miners Glencore, Anglo American and Rio Tinto. Meanwhile, it’s important when it comes to rising inflation.” Losers” include consumer goods companies Unilever and Diageo, as well as health care companies AstraZeneca and Novartis. Adobe, an energy ETF Read More: CNBC’s ‘Halftime Report’ Traders Answer Your Questions Whenever 10-Year Treasuries Why does the market panic when the yield reaches 3%? Ford tops the list of cheapest stocks in the market Their good and bad performance will likely go up as they grow.Benchmark 10-Year The yield on the Treasury note stood at 3.0123% on Wednesday. In the morning, Monday surpassed its highest level in nearly a month. It said beneficiaries include financial firms ING Group, Commerzbank, Societe Generale and Standard Chartered, while “bond yield losers” include utility firms Severn Trent, SSE and United Utilities. The bank also sees further earnings growth in Europe and noted that all sectors other than real estate are seeing net upward earnings-per-share (EPS) correction – EPS is a measure of an investor’s company’s profitability. use to assess. The bank said a recession in Europe is also unlikely. “The funding position is tightening, but not so much in the long term. Labor markets are strong and [the] The consumer still has a cushion of unspent savings. As well as its winning and losing basket of high-yield picks, JPMorgan chose 40 “high and sustainable-yielding European stocks with safe dividends and strong balance sheets.” These include automakers Stelantis and Mercedes-Benz, financial firms Aviva and Danske Bank, and industrial firms Maersk and Randstad. — CNBC’s Elliot Smith contributed to this report.
Sign for JP Morgan on 7 March 2020 in London, United Kingdom. JPMorgan Chase & Company is an American multinational investment bank and financial services holding company headquartered in New York.
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Analysts J. P. Morgan The U.S. has chosen its potential winners and losers for the second half of 2022, when naming stocks – good or bad – when factors such as inflation, bond yields and oil prices are taken into account.