Kolanovic (a.k.a. “JP Merlin”) Sees 5% Stock Selloff
You might be familiar with JPMorgan’s quant wizard Marko Kolanovic or, as I like to
You might be familiar with JPMorgan’s quant wizard Marko Kolanovic or, as I like to
“2 and 20” works fine when things are going well. Not so much when things
Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after
“Ominous signs.” Marko Kolanovic sees them. It’s been a long 18 months for bears. I’d
Short interest on the two predominate ETFs tracking the most important US equity indices has
The landing strip’s narrow for Jerome Powell. That was one (familiar) message from JPMorgan analysts
The US economy added far more jobs than expected in May and wage growth was
The latest trade data out of China didn’t do much to dispense with the idea
The suspicion among some observers that the current macro-policy conjuncture across the world’s largest economy
I couldn’t decide if it was ironic. And if it was, whether he recognized the
Economists expect more “Goldilocks” data out of the world’s largest economy this week. The US
The pace of US economic expansion during last year’s final quarter got a bump on
Markets, and particularly equities, built in “great expectations” over a five-month rally that found global
Survey data released on Thursday suggested private sector economic activity in the US held steady
Big things are happening in Japan. The ground’s shifting. And not because of any earthquakes.
For what it’s worth — which could be a lot if the last several months
The short vol trade’s back. Did you hear? You did?! That must mean you’re a
The Fed’s preferred gauge of consumer price growth in the US matched estimates in hotly-anticipated
Generic market wraps published on Friday described an unremitting equity melt-up deaf to the shrill
Albert Edwards is worried about tech. Still. Albert Edwards is still worried about tech. I
The Fed could’ve done without a flare-up in the heretofore dormant regional banking crisis ahead
Every night on my stroll home from nowhere I pass a warm-looking farm-to-table restaurant. It’s
Just two things matter for asset prices, BofA’s Michael Hartnett reminded investors, in the first
Remember the “strategist short squeeze”? In June and July, when markets melted up following Nvidia’s
It’ll be all about sequencing for the S&P next year. That was one message from
Investors will get an update on consumer spending across the world’s largest economy this week,
Rising rates are a problem for richly-valued equities. Did you hear? If not, just step
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