Kolanovic, JPMorgan See ‘Ominous Signs’
“Ominous signs.” Marko Kolanovic sees them. It’s been a long 18 months for bears. I’d
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Soft Landing Strip Now Very Narrow, Kolanovic Says
The landing strip’s narrow for Jerome Powell. That was one (familiar) message from JPMorgan analysts
Kolanovic Sees ‘Plethora’ Of Risks For Buoyant Stocks
If you were wondering, JPMorgan’s cross-asset strategy team is still cautious on equities. That probably
Kolanovic: This Time’s Probably Not Different
JPMorgan’s Marko Kolanovic is… I don’t know, still bearish. Or still cautious. Not especially constructive.
Marko Kolanovic Isn’t Budging
On Monday, Wall Street’s most prominent bear adopted a relatively constructive take on US equities.
Renewed Soft Landing Faith May Be Misplaced, Kolanovic Says
Markets are “settling back into the soft landing narrative,” JPMorgan analysts led by Marko Kolanovic
Kolanovic, JPMorgan Still Skeptical. Of Everything
Jerome Powell’s reluctance to countenance market speculation about a return to rate hikes is indicative
Marko Kolanovic Cautions Against Buying Stock Dips
Marko Kolanovic’s not buying it. Last week’s rebound in equities following a three-week swoon, I
Kolanovic Says Inflation, Geopolitical Risks Point To Additional Downside
Equities could stabilize this week, but after that it’s anyone’s guess. That was the message
Kolanovic, Fund Managers Share Bullish Commodities View, Bond Caution
They’re loving commodities these days. The bonds, not so much. “They” are fund managers. Specifically
Kolanovic And Wilson Embrace Energy Bull Case
“We are not out of the woods yet on inflation,” JPMorgan analysts led by Marko
Kolanovic Warns On ‘Straight Line’ Risk Rally
If you’re curious, JPMorgan’s Marko Kolanovic still harbors reservations about the risk-asset rally. “Global equities
Kolanovic Sees ‘Rally Exhaustion’ While Subramanian Says Bull Market ‘Has Legs’
JPMorgan analysts led by Marko Kolanovic are undeterred in their defensive model portfolio allocation. If
Kolanovic Sticks With It: Markets ‘Vulnerable To An Accident’
Marko Kolanovic’s sticking with it, where “it” means a cautious approach to frothy markets. In
Marko Kolanovic Paints A Foreboding Picture
JPMorgan’s Marko Kolanovic sees risks. Proliferating risks, not least of which is a rerun of
Market Concentration Risk ‘Worse In Some Ways Than Dot-Com Bubble,’ Kolanovic Says
As discussed at some length in “Magnificent 7: Bubble Or Not?” dot-com redux warnings are
Kolanovic Warns Stocks Now Price No Chance Of Recession
Equities and credit are pricing no risk of recession. And that could be problematic. So
Kolanovic Flags Multiplying Risks For Markets ‘Priced To Perfection’
Rate cuts from the Fed could extend the cycle, further delaying the inevitable, but the
Kolanovic Still Cautious Amid ‘Overbought’ Markets, ‘Complacent’ Sentiment
The raucous rally in stocks and bonds to end 2023 left markets “overbought and sentiment
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
Kolanovic Sees ‘Worry Or Perhaps Even Panic’ In 2024
“We think that the decline in inflation and economic activity that we forecast for 2024
Kolanovic: ‘Bad News Is Good News’ Zone May Be Quite Narrow
“The ‘bad news is good news’ zone may be quite narrow,” JPMorgan analysts led by
Kolanovic: ‘Pessimism Rising,’ EPS Estimates Too Rosy
“Investors’ pessimism is rising.” So said JPMorgan analysts led by Marko Kolanovic on Monday. It’s true.
Why Marko Kolanovic And JPMorgan Are Still Cautious
If you’re wondering why JPMorgan remains defensive in their asset allocation (and cautious in their
Kolanovic, JPMorgan Add Bonds, Gold Amid Familiar Risks
Different month, same risks. That was the overarching message from JPMorgan analysts led by Marko
Why Marko Kolanovic Sees A ‘Rate Shock’ Reckoning
JPMorgan’s Marko Kolanovic doesn’t agree with the notion that the majority of the drag from
Marko Kolanovic Conjures 2008 Crash With Striking Reprint
The market is likely to be “more volatile” in the near-term, and the risk-reward in
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