Kolanovic: Buy The Dip. Markets Can Handle Higher Yields

Kolanovic: Buy The Dip. Markets Can Handle Higher Yields

"Markets can handle Omicron and higher yields," JPMorgan strategists led by Marko Kolanovic wrote Monday, as traders continued to press bets on a March Fed hike while analysts debated the ramifications of tighter monetary policy for richly-valued US shares amid sharply higher real rates. While there's a strong consensus building around three (or four) Fed hikes in 2022 and the onset of balance sheet runoff (possibly as soon as spring), opinions vary on the outlook for equities. Certainly, most
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