‘At The Depths, We Maintained That A Quick Recovery Was Likely’: Marko Kolanovic Wonders If You Noticed How Right He Was…

‘At The Depths, We Maintained That A Quick Recovery Was Likely’: Marko Kolanovic Wonders If You Noticed How Right He Was…

JPMorgan's Marko Kolanovic is out with a new note on Monday and you can be sure it will be covered by both mainstream financial media outlets and the usual handful of market-focused blogs who are inclined to weigh in on notable sellside research. As you peruse the various efforts to summarize Marko's latest missive, do ask yourself what those outlets were saying back in early January when Kolanovic very calmly explained that US equities were likely to not only recoup December's losses, but in f
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3 thoughts on “‘At The Depths, We Maintained That A Quick Recovery Was Likely’: Marko Kolanovic Wonders If You Noticed How Right He Was…

  1. adding that with nearly half of S&P 500 companies reporting, ~75% of them have beaten EPS estimates by an average ~5%.
    Financial engineering well done with share repurchasing. Reason Trump wants lower rates by Fed – more leverage available to corporations.

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