Marko Kolanovic Describes ‘Full-Blown Energy Crisis’ Tail Risk

Amid what it's fair to describe as one of the most bizarre weeks in recent market history, JPMorgan's Marko Kolanovic suggested that buying the dips is still the best strategy for a number of reasons, including still low positioning from some investor cohorts, vaccine rollout, and unprecedented policy accommodation. "The monetary and fiscal backdrop of 2021, along with the strong recovery from COVID-19 and relatively low positioning in risky assets, should be positive for stocks and commodities

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