尽管策略师们发出了看涨的点评，但周一市场避险情绪依然浓厚。美国股指期货下跌，投资者寻求在美债中避险。
Strategists are refuting concerns that "growth is peaking" in the market, arguing that some stocks linked to the restart of the US economy are already oversold.
Goldman Sachs such as David KostinThe group's strategists wrote in the report that widespread vaccination in the United States supports economic growth, and underperforming areas such as airlines and hotels should pick up in the coming months. Fundstrat Global Advisors LLC's Tom Lee says stocks that have tumbled under concerns related to novel coronavirus, a variant of delta, such as energy stocks, are expected to rebound this week.
"investors are worried about the impact of the delta variant on economic growth, but this new pressure should not pose a significant market risk," the Goldman Sachs team wrote on Friday. The team supports "strategic positions in cyclical stocks at risk of outbreaks, as well as longer-term investments in high-quality traditional growth stocks."
Despite bullish comments from strategists, risk aversion remained strong on Monday. U. S. stock index futures fell as investors sought refuge in U. S. Treasuries.
JPMorgan ChaseStrategists also expect cyclical stocks to rebound. Fundstrat's Lee predicts that there will soon be a "stronger and more general appetite for risk".
There are also some who are cautious. John Briggs, global head of strategy at Natwest Markets, said volatility around economic growth concerns could continue and the market would be in a new range, but trading would be volatile.
