Marko Kolanovic says the VIX is “bound to decline.” In a Wednesday note, Kolanovic blamed
Category: marko kolanovic
Marko Kolanovic: ‘Outlook Is Positive, Buy The Dips’
“[The] outlook remains positive – buy the dip,” reads the first line of the latest
Marko Kolanovic Delivers 2021 Outlook: ‘A Decline In Volatility Creates A Positive Feedback Loop’
JPMorgan’s Marko Kolanovic grabbed plenty of headlines over the course of the pandemic, both within
Kolanovic Says Election Is ‘Best Of Both Worlds’ For Stocks. Offers Advice To Pollsters
The result of the US election is “likely the best of both worlds for stocks,”
Kolanovic Sees Portfolio Rebalances As Possible Stock Tailwind, As Monthly Impulse Overwhelms Quarterly Flow
Earlier this month, JPMorgan’s Nikolaos Panigirtzoglou flagged the potential for some $200 billion in rebalancing
Marko Kolanovic: Investors Should Position For Rising Odds Of Trump Victory
JPMorgan’s Marko Kolanovic predicted Donald Trump’s election victory in 2016. In a note dated Monday,
Marko Kolanovic On How To Hedge A ‘Triple-Whammy’ To Multi-Asset Portfolios
For a decade (at least) investors have been afforded the opportunity to “have their cake
Marko Kolanovic On The Rally, The Election, Tech Crowding And COVID-19
“Many investors did not participate in the equity rally”.
Marko Kolanovic: It’s Ok To Buy The Dip
Positioning and low risk of new lockdowns justify a reasonably constructive take.
Marko Kolanovic ‘Dials Down’ Bullish Call After Nailing Stock Surge, Delivers COVID-19 Update Amid Reopenings
“Ultimately we think that politicizations of COVID-19 will backfire”…
Marko Kolanovic: Virus Politics Poses ‘New And Significant Risk To Markets’
“While the epidemic and markets largely followed our forecasts, politics emerged as a new and significant risk”.
Marko Kolanovic Delivers New COVID-19 Analysis. Says ‘Research Should Not Be Biased By Political Views’
“It should go without saying”…
The Financial Media Ignored Marko Kolanovic On New York’s Coronavirus Outbreak. It Was Society’s Loss.
Stocks are learning to “look through” and otherwise “write off” the worst data in the
Marko Kolanovic Says S&P Will Be Back To Record Highs By Early Next Year. Here’s Why…
“What is the right multiple given the unprecedented earnings hit, but also unprecedented monetary measures?
Are Emerging Markets ‘The Next Imminent Disaster’ In Pandemic? Marko Kolanovic Answers
The “next shoe to drop”? Maybe not. And here’s why.
Marko Kolanovic Addresses ‘Critical’ COVID-19 Questions On Herd Immunity, True Mortality Rate
“The analogy is with an iceberg.”
Marko Kolanovic Forecasts Dates For Coronavirus Peak, End Of Crisis
Remember: The stimulus isn’t going away even if the virus does.
‘Internet Of Living Things’: How Marko Kolanovic Would Use Big Data To Save The World In Future Pandemics
“…in the age of big data, machine learning and internet of things, this could be different.”
Marko Kolanovic Offers Hope In Coronavirus Fight With Analysis Of Kinsa Smart Thermometer Data
“…the response evolves initially from under-reaction, then overreaction and then converges closer to an optimal response.”
Marko Kolanovic Breaks Down The Selloff, Says Short-Term Bounce Likely (With Caveats)
“The virus should go, but stimulative measures will likely stay”.
Marko Kolanovic Flags Iran ‘Tail Risk’ After Soleimani Strike. Says Investors Should Hedge Into US Election
“The market currently is not pricing any significant risk”.
Marko Kolanovic Predicted Trump’s Election Win. Here’s What He Thinks About 2020
“With the onset of the trade war in the first quarter of 2018, the impact of Trump’s policies on markets changed drastically”.
Marko Kolanovic Delivers 2020 Outlook, Sees Higher Stocks, Better Macro
“At the depth of the market selloff last December, we set a controversial S&P 500 price target of 3,100 for 2019”.
Marko Kolanovic On ‘Groupthink’, Crowding And Why The Rotation Will Continue
“Two strategies that in theory should have little to do with each other” have been “nearly 100% correlated” recently.
Marko Kolanovic, Charlie McElligott See Scope For Market Bounce After Quant Flow-Driven Rout
“In less than 48 hours, many major markets lost ~5%”…
Marko Kolanovic Makes Big Call Amid Oil Spike: ‘The New XIV Trade Is Unwinding’
“These trades worked well until the rotation started, and now are in the early stages of a collapse”.
Here’s The Important Subtext Of Marko Kolanovic’s Latest Market Outlook
“Uncertainty has erased confidence built over a decade”.
