新型冠状病毒

Markets and Omicron: more questions than answers
FT社评:围绕Omicron的问题仍多过答案

Eventual impact of the new strain on inflation is still uncertain
追求确定性的投资者至少可以明确,更具传染性的毒株肯定不利于增长。但新变种对通胀的影响还不太确定。

For investors, alongside the rest of us, there are still more questions than answers when it comes to the troubling Omicron variant of coronavirus. The chief uncertainty is over the epidemiological behaviour of the strand — whether it is more transmissible but less lethal, for example or has a much greater resistance to vaccines. The response of consumers and politicians is also not yet obvious: it could, in extremis, prompt a repeat of lockdown policies or lead to a resumption of voluntary social distancing.

对于投资者和我们其他人来说,在谈到令人不安的新冠病毒Omicron变种时,有待回答的问题仍多过答案。主要的不确定性在于该变种的流行病学行为——例如,它是更具传染性但不那么致命,还是具有更强的疫苗抗性。消费者和政界人士的反应也尚不明确:在极端情况下,它可能会导致各国再次实施封锁政策,或导致恢复自愿社交隔离。

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