Kolanovic, JPMorgan Warn Against Dismissing Yield Curve Canary
I’ve been irreverent at times about the yield curve as a recession predictor. I instinctually
Search Results for: kolanovic
Kolanovic: Real Rate, Stock Valuation Disconnect ‘Increasingly Unsustainable’
It’s a familiar refrain: The re-rating behind 2023’s US equity rally is incongruous with elevated
Marko Kolanovic: ‘The Unipolar World May Be Coming To An End’
“The current state seems to be one of insufficient dialogue and escalation,” JPMorgan’s Marko Kolanovic
‘There Is No More Fear, Only Complacency,’ Kolanovic Says
“There is no more fear, only complacency.” So said JPMorgan analysts led by Marko Kolanovic on
Kolanovic Warns Investors: We’re Not Out Of The Inflation Woods
Two benign US CPI reports in a row might make a streak, but they don’t
Equity Multiples ‘Too High’ With Rate Cuts ‘Elusive’: Kolanovic
Stocks trading at 20x are too rich considering the long odds of central bank rate
Marko Kolanovic Reiterates Bearish Outlook
As noted, Morgan Stanley’s Mike Wilson is still bearish. So is JPMorgan’s Marko Kolanovic. “The
Kolanovic, JPMorgan See Stormy Seas For Frothy Equity Market
Rally skeptics abound as the second half of what already counts as another extraordinary year
Kolanovic Stays Bearish. Recession Likely Needed To Tame Inflation
It’ll probably take a recession to restore price stability. That’s according to JPMorgan analysts led
Kolanovic Ups Gold, Cash Allocation As Risks Proliferate
Cash and gold. What’s not to like? Amid a grinding rally which took US equities
Kolanovic Laments Stocks’ ‘Complete Disregard’ For Macro, Policy Signals
Equities are disconnected both from macro and policy realities. That’s according to JPMorgan analysts led
Kolanovic Sees ‘Dissonance’ In Markets. Warns Of Stock Selloff
JPMorgan’s Marko Kolanovic sees evidence of “dissonance.” Markets steadfastly refuse to give up on the
Kolanovic, McElligott Weigh In On Collapsed Stock Volatility
The market is “dominated by option sellers.” That’s according to JPMorgan analysts led by Marko
Kolanovic: Market Risk-Reward ‘Heavily Favors Cash’
“Markets often bottom before the end of a recession, but not before the beginning of
Kolanovic: Stock Rally ‘Makes Little Sense For Rational Investors’
JPMorgan’s Marko Kolanovic worries investors are exhibiting signs of irrationality. “For a rational investor, we
Kolanovic, JPMorgan Stress ‘Ongoing Market Risks’
“For lack of better words, our outlook is negative,” JPMorgan’s Marko Kolanovic told a conference
Kolanovic: All The Carry Trades Can’t Be Bailed Out
JPMorgan’s Marko Kolanovic has a message for markets: “There are many carry trades, and they
Kolanovic Warns On Stocks As JPMorgan Sees ‘Boiling Frogs’
The fundamental outlook for risk assets is challenging. One strong week for stocks (let alone
Marko Kolanovic Warns Of ‘Volmageddon 2.0’ From 0DTE Option Craze
Since rising to the top of JPMorgan’s research ranks, Marko Kolanovic’s role has felt more
Kolanovic Calls Markets ‘Complacent,’ Cuts Risk Again
Markets are too complacent. That was the message on Monday from JPMorgan analysts led by
Markets May Hit ‘Air Pocket’ Soon, Kolanovic Warns
Fade it. That’s the mantra among some of Wall Street’s most recognizable names when it
Kolanovic: Recession Isn’t In The Price
Pinpointing the terminal rate may be a fun parlor game, but where Fed funds ultimately
Kolanovic Goes Underweight Stocks, Warns Of ‘Potential Risk Event’
Late last month, JPMorgan’s Marko Kolanovic said that by this time next year, central banks
Why The Fed May Have To Relent, According To Marko Kolanovic
“Until late summer, we thought corporate and consumer resilience [would] be able to withstand the
Kolanovic Sees Risk Assets Under Pressure ‘Until Fed Cuts Rates’
If you’re waiting on a sustained rebound for risk assets (like stocks), you might be
Kolanovic: Recession ‘Difficult To Avoid’
A recession may be “difficult to avoid.” That’s according to JPMorgan strategists led by Marko
Kolanovic, Wilson Agree: Central Bank Tightening Has Likely Peaked
Wall Street’s most outspoken bear and the sell-side’s most famous bull agree on one thing
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