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”.
Category: marko kolanovic
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”.
Marko Kolanovic Weighs In On This Week’s Dramatic Factor Rotations, Delivers Near-Term Market Outlook
“By just looking at the price of the S&P 500 one cannot see the true state of equity markets”.
Marko Kolanovic: ‘More Than Half’ Of Recent Stock, Bond Moves Technically-Driven
“The market will likely continue to be dominated by disruptive tweets”.
Marko Kolanovic: Unless There’s An External Volatility Shock, Equity Exposure To Increase
“Once exposure starts to increase, it tends to continue until”…
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?”
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’.