JPMorgan’s Marko Kolanovic grabbed plenty of headlines over the course of the pandemic, both within the financial media and, in some cases, outside of it.
Category: marko kolanovic
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,” JPMorgan’s Marko Kolanovic said, in a Friday note. The latest
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 flows to derail equities in the weeks ahead, given stocks’
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, he says the odds are rising for a repeat, and
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 and eat it too”, as it were. Bonds and stocks
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 history of modern economic statistics. By now, we’ve all come
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.
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