Kolanovic Asks: What If Omicron Ends Up Being Bullish?

Kolanovic Asks: What If Omicron Ends Up Being Bullish?

JPMorgan's Marko Kolanovic has a few questions about the Omicron variant and associated turmoil across assets, especially those tethered to global growth and the cycle more generally. In a note out Wednesday afternoon, Kolanovic echoed a piece from December of 2018, when he suggested that month's egregious selloff was exacerbated materially by negative news coverage, some of which landed in a vacuum. "Despite Omicron being around for several weeks, a media blitz happened on Thanksgiving evenin
Every story you need, no story you don't. It's that simple. Get the best daily market and macroeconomic commentary anywhere for less than $7 per month. Subscribe or log in to continue.

NEWSROOM crewneck & prints