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Why Marko Kolanovic Expects Higher Volatility In 2024
The same factors which've mitigated the impact of the Fed's hiking cycle on corporates and households have likewise impaired the transmission of higher rates to volatility.
That's according to JPMorgan's Marko Kolanovic and Bram Kaplan, who generally expect equity volatility to be higher in 2024 than it was this year.
"Historically, we typically saw an ~18 month lag between rates and volatility levels, but lags in the transmission of monetary policy are longer this time due to high consumer ca
What if Biden were to fall seriously ill or (God forbid) drop dead. What would be the market response? At his age it could happen easily happen. If it’s Trump, meh…maybe even a rally.
Marko marked the time of some of what he was saying to the fall of Communism. Did I miss something? When exactly did Communism fall in China, Russia, Vietnam, No. Korea, Cuba …? Half the land area on earth is Communist or deeply socialist.
I believe he was referring to the fall of the Berlin Wall -when East and West Germany became one in the 90”s.
Recall “Mr. Gorbachev tear down that wall”….?
That is what he meant by the “fall of communism”. At one time Germany was two independent nations. One tied to West Democracy (FDR) and one a communist dictatorship that was tied to the Soviet Union (GDR)…and back then Russia was serious hard core Communist.
IE…Cold war and all that.
IE
“The fall of communism in 1989 was a wave of liberal democracy movements that led to the collapse of most Marxist–Leninist governments. The Berlin Wall was a symbol of oppression since its construction in 1961”
The Wall fell on Nov 9th 1989 and Germany was officially reunified as a Western Democracy Oct 3rd 1990