Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…
A truly incisive critique from the Street’s most celebrated analyst.
Category: marko kolanovic
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.”
Marko Kolanovic: October’s ‘Rolling Bear Market’ Could Morph Into A ‘Rolling Squeeze Higher’
“…there is an elevated risk of market reversion into year-end.”
Marko Kolanovic: Systematic Flows Largely Explain This Week’s Price Action
“Many macro fundamental narratives were presented to explain the price action the past week, but”…
Kolanovic Weighs In After Selloff: 70% Of Systematic Selling Is Behind Us
“This risk is now balanced, and can turn into a positive impact”.
Marko Kolanovic: $1.5 Trillion In Market Value Was Lost This Year Following Powell Speeches
“…the equity market likely implies that the Fed is underestimating various risks.”
Marko Kolanovic: Current U.S. Policies May Accelerate Global De-Dollarization Push
“…the question arises whether the rest of the world should diversify away from the risks of the USD and USD-centric finance.”
Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant
“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”
No, Marko Kolanovic Did Not Predict The Apocalypse Today, But He Did Describe What The Next Crisis May Look Like
Kolanovic’s latest is, as ever, well worth reading. But it should be viewed in context.
Marko Kolanovic Flags An ‘Unprecedented Divergence’, Says ‘Something Has To Give’
“The recent divergence in the performance of US Equities vs. the rest of the world is unprecedented in history.”
Marko Kolanovic Returns, Sees Value, Emerging Market Rally, Says Fed Should ‘Skip A Hike’
“Regardless of whether this materializes, our view is that a slower pace of hiking is the right thing to do.”
Marko Kolanovic (Who Was Right Again In May), Still Constructive On Stocks, Sees Possible Downside From Prolonged Trade Tension
“…re-risking is likely to continue during the summer as volatility stays contained and investors increase equity positions.”