Marko Kolanovic: ‘More Than Half’ Of Recent Stock, Bond Moves Technically-Driven
“The market will likely continue to be dominated by disruptive tweets”.
Category: marko kolanovic
Marko Kolanovic: Unless There’s An External Volatility Shock, Equity Exposure To Increase
“Once exposure starts to increase, it tends to continue until”…
Marko Kolanovic Talks ‘The Trump Recession’, Says Market Damage From Trade War Is ‘100X The Tariffs Collected’
“Given all of this – why are we not bearish?”
With Talks ‘Stalled’, Here’s Why Marko Kolanovic Thinks The Trade War Will Eventually Be Resolved
But beware “miscalculations”.
Marko Kolanovic: The Trump ‘Put’ Is 3-4% Out Of The Money
“The ‘Trump put’ has now evolved into a ‘Trump collar’.
Wondering What Marko Kolanovic Thinks About Friday’s Curve Inversion? You’re In Luck…
If history is any guide, stocks will do well for “up to 30 months”.
What Marko Kolanovic Thinks About ‘Current Market Fears’
“…some of the fears are justified more than others.”
Now Vindicated, Marko Kolanovic Explains Dramatic Market U-Turn
“… the answer to all of these questions lies in market liquidity.”
Marko Kolanovic: ‘Calls For A 1929-Style Recession Are Now Getting Quieter’
Of V-shaped bounces and low positioning.
Marko Kolanovic Explains The ‘Liquidity-Volatility-Flows Feedback Loop’
“… at times of high volatility, the VIX is almost the sole driver of market
liquidity.”
Amid The Volatility, Here’s The Latest From Marko Kolanovic, Goldman On Systematic Flows And Liquidity Provision
The phenomenon is not only real, but in fact pervasive. There are, of course, caveats…
Marko Kolanovic: ‘Over The Past Month, Confidence Virtually Collapsed’
“Instead, already fragile sentiment was undermined”…
Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…
A truly incisive critique from the Street’s most celebrated analyst.