Marko Kolanovic Finds A Bubble – In The VIX

Marko Kolanovic Finds A Bubble – In The VIX

Marko Kolanovic says the VIX is "bound to decline." In a Wednesday note, Kolanovic blamed recent "turmoil" in markets on the rotation in equities, as cyclicals, value, and other reopening assets attempt to take the baton from secular growth favorites, frothy tech, and bond proxies, all of which have suffered amid rising rates tied to recovery optimism and fiscal stimulus expectations. I've repeatedly argued that was never likely to be a smooth handoff. Equities expressions tethered to the year
Subscribe or log in to read the rest of this content.