Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today
Already have an account? log in
Marko Kolanovic Sees ‘Rare’ Opportunity Amid ‘Specific Macro Confluence’
"Sentiment and positioning are now too bearish, in our view," JPMorgan's Marko Kolanovic said Tuesday, in a note underscoring the bank's still constructive outlook on equities.
Last week, I suggested mainstream media outlets, including CNBC and Bloomberg, inadvertently misconstrued a very small reduction in JPMorgan's equity allocation.
Specifically, media headlines trumpeted a single sentence from the bank's weekly "JPMorgan View" piece, which is really just a compendium of cross-asset resea
You must be logged in to post a comment.