The Fed's eventual tapering of asset purchases will lead to lower valuations, firm strategists said.
Markets are paying more attention to doctors and researchers than strategists with the arrival of the Omicron variant.
JPMorgan's strategists forecast that the S&P 500 Index will gain about 9% from its current levels next year.
Goldman recommends owning cyclical equities led by stocks that benefit from the reopening of economies.
Markets may give investors another reminder that the Covid-19 pandemic isn't over yet.
A double-digit slump in 2022 is likely, said the firm's chief European equity strategist.
Analysts at the firm believe stagflation will fade.
Momentum has been fading for U.S. and European equities in recent weeks.
New carbon goals may lead to penalizing emissions or requiring renewable power in the U.S.
The EU plans vaccine passports allowing U.S. tourists by June, and others are joining “travel bubbles” for quarantine-free visits