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?”
Category: marko kolanovic
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.
Marko Kolanovic Critiques ‘Uptick In Negative Market News’, Weighs In On Trade, Fed, 2019 Outlook
“This view has a simple logical mistake”…
Here Is Marko Kolanovic’s Take On Friday’s Clarida/Trump Doubleheader
Light at the end of the tunnel?
Marko Kolanovic Lists Multiple Bullish Catalysts For Stocks Following Midterms
“We still think that the market will move higher into the year-end, and investors may have to participate on the upside.”