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Category: marko kolanovic

Marko Kolanovic Finds A Bubble – In The VIX

February 24, 2021February 25, 2021

Marko Kolanovic says the VIX is “bound to decline.” In a Wednesday note, Kolanovic blamed

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Marko Kolanovic: ‘Outlook Is Positive, Buy The Dips’

January 27, 2021January 28, 2021

“[The] outlook remains positive – buy the dip,” reads the first line of the latest

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Marko Kolanovic Delivers 2021 Outlook: ‘A Decline In Volatility Creates A Positive Feedback Loop’

December 9, 2020December 9, 2020

JPMorgan’s Marko Kolanovic grabbed plenty of headlines over the course of the pandemic, both within

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Kolanovic Says Election Is ‘Best Of Both Worlds’ For Stocks. Offers Advice To Pollsters

November 6, 2020November 9, 2020

The result of the US election is “likely the best of both worlds for stocks,”

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Kolanovic Sees Portfolio Rebalances As Possible Stock Tailwind, As Monthly Impulse Overwhelms Quarterly Flow

September 22, 2020September 22, 2020

Earlier this month, JPMorgan’s Nikolaos Panigirtzoglou flagged the potential for some $200 billion in rebalancing

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2 Comments on Kolanovic Sees Portfolio Rebalances As Possible Stock Tailwind, As Monthly Impulse Overwhelms Quarterly Flow

Marko Kolanovic: Investors Should Position For Rising Odds Of Trump Victory

August 31, 2020September 1, 2020

JPMorgan’s Marko Kolanovic predicted Donald Trump’s election victory in 2016. In a note dated Monday,

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Marko Kolanovic On How To Hedge A ‘Triple-Whammy’ To Multi-Asset Portfolios

July 28, 2020July 28, 2020

For a decade (at least) investors have been afforded the opportunity to “have their cake

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Marko Kolanovic On The Rally, The Election, Tech Crowding And COVID-19

July 8, 2020July 8, 2020

“Many investors did not participate in the equity rally”.

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Marko Kolanovic: It’s Ok To Buy The Dip

June 12, 2020June 12, 2020

Positioning and low risk of new lockdowns justify a reasonably constructive take.

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Marko Kolanovic ‘Dials Down’ Bullish Call After Nailing Stock Surge, Delivers COVID-19 Update Amid Reopenings

May 28, 2020May 29, 2020

“Ultimately we think that politicizations of COVID-19 will backfire”…

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Marko Kolanovic: Virus Politics Poses ‘New And Significant Risk To Markets’

May 20, 2020May 21, 2020

“While the epidemic and markets largely followed our forecasts, politics emerged as a new and significant risk”.

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Marko Kolanovic Delivers New COVID-19 Analysis. Says ‘Research Should Not Be Biased By Political Views’

April 28, 2020April 29, 2020

“It should go without saying”…

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The Financial Media Ignored Marko Kolanovic On New York’s Coronavirus Outbreak. It Was Society’s Loss.

April 23, 2020November 9, 2020

Stocks are learning to “look through” and otherwise “write off” the worst data in the

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Marko Kolanovic Says S&P Will Be Back To Record Highs By Early Next Year. Here’s Why…

April 21, 2020April 21, 2020

“What is the right multiple given the unprecedented earnings hit, but also unprecedented monetary measures?

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Are Emerging Markets ‘The Next Imminent Disaster’ In Pandemic? Marko Kolanovic Answers

April 16, 2020April 16, 2020

The “next shoe to drop”? Maybe not. And here’s why.

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Marko Kolanovic Addresses ‘Critical’ COVID-19 Questions On Herd Immunity, True Mortality Rate

April 13, 2020April 14, 2020

“The analogy is with an iceberg.”

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Marko Kolanovic Forecasts Dates For Coronavirus Peak, End Of Crisis

April 6, 2020April 7, 2020

Remember: The stimulus isn’t going away even if the virus does.

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‘Internet Of Living Things’: How Marko Kolanovic Would Use Big Data To Save The World In Future Pandemics

April 5, 2020April 6, 2020

“…in the age of big data, machine learning and internet of things, this could be different.”

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Marko Kolanovic Offers Hope In Coronavirus Fight With Analysis Of Kinsa Smart Thermometer Data

March 24, 2020March 26, 2020

“…the response evolves initially from under-reaction, then overreaction and then converges closer to an optimal response.”

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Marko Kolanovic Breaks Down The Selloff, Says Short-Term Bounce Likely (With Caveats)

February 26, 2020February 27, 2020

“The virus should go, but stimulative measures will likely stay”.

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2 Comments on Marko Kolanovic Breaks Down The Selloff, Says Short-Term Bounce Likely (With Caveats)

Marko Kolanovic Flags Iran ‘Tail Risk’ After Soleimani Strike. Says Investors Should Hedge Into US Election

January 15, 2020January 15, 2020

“The market currently is not pricing any significant risk”.

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1 Comment on Marko Kolanovic Flags Iran ‘Tail Risk’ After Soleimani Strike. Says Investors Should Hedge Into US Election

Marko Kolanovic Predicted Trump’s Election Win. Here’s What He Thinks About 2020

December 9, 2019December 10, 2019

“With the onset of the trade war in the first quarter of 2018, the impact of Trump’s policies on markets changed drastically”.

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4 Comments on Marko Kolanovic Predicted Trump’s Election Win. Here’s What He Thinks About 2020

Marko Kolanovic Delivers 2020 Outlook, Sees Higher Stocks, Better Macro

December 9, 2019December 9, 2019

“At the depth of the market selloff last December, we set a controversial S&P 500 price target of 3,100 for 2019”.

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Leave a Comment on Marko Kolanovic Delivers 2020 Outlook, Sees Higher Stocks, Better Macro

Marko Kolanovic On ‘Groupthink’, Crowding And Why The Rotation Will Continue

November 8, 2019November 23, 2019

“Two strategies that in theory should have little to do with each other” have been “nearly 100% correlated” recently.

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2 Comments on Marko Kolanovic On ‘Groupthink’, Crowding And Why The Rotation Will Continue

Marko Kolanovic, Charlie McElligott See Scope For Market Bounce After Quant Flow-Driven Rout

October 4, 2019November 23, 2019

“In less than 48 hours, many major markets lost ~5%”…

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8 Comments on Marko Kolanovic, Charlie McElligott See Scope For Market Bounce After Quant Flow-Driven Rout

Marko Kolanovic Makes Big Call Amid Oil Spike: ‘The New XIV Trade Is Unwinding’

September 16, 2019September 16, 2019

“These trades worked well until the rotation started, and now are in the early stages of a collapse”.

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4 Comments on Marko Kolanovic Makes Big Call Amid Oil Spike: ‘The New XIV Trade Is Unwinding’

Here’s The Important Subtext Of Marko Kolanovic’s Latest Market Outlook

September 11, 2019

“Uncertainty has erased confidence built over a decade”.

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5 Comments on Here’s The Important Subtext Of Marko Kolanovic’s Latest Market Outlook

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