Kolanovic, JPMorgan See Stormy Seas For Frothy Equity Market
Rally skeptics abound as the second half of what already counts as another extraordinary year
Rally skeptics abound as the second half of what already counts as another extraordinary year
It’ll probably take a recession to restore price stability. That’s according to JPMorgan analysts led
Cash and gold. What’s not to like? Amid a grinding rally which took US equities
Equities are disconnected both from macro and policy realities. That’s according to JPMorgan analysts led
JPMorgan’s Marko Kolanovic sees evidence of “dissonance.” Markets steadfastly refuse to give up on the
The market is “dominated by option sellers.” That’s according to JPMorgan analysts led by Marko
“Markets often bottom before the end of a recession, but not before the beginning of
JPMorgan’s Marko Kolanovic worries investors are exhibiting signs of irrationality. “For a rational investor, we
“For lack of better words, our outlook is negative,” JPMorgan’s Marko Kolanovic told a conference
JPMorgan’s Marko Kolanovic has a message for markets: “There are many carry trades, and they
The fundamental outlook for risk assets is challenging. One strong week for stocks (let alone
Since rising to the top of JPMorgan’s research ranks, Marko Kolanovic’s role has felt more
Markets are too complacent. That was the message on Monday from JPMorgan analysts led by
Fade it. That’s the mantra among some of Wall Street’s most recognizable names when it
Pinpointing the terminal rate may be a fun parlor game, but where Fed funds ultimately
Late last month, JPMorgan’s Marko Kolanovic said that by this time next year, central banks
“Until late summer, we thought corporate and consumer resilience [would] be able to withstand the
If you’re waiting on a sustained rebound for risk assets (like stocks), you might be
A recession may be “difficult to avoid.” That’s according to JPMorgan strategists led by Marko
Wall Street’s most outspoken bear and the sell-side’s most famous bull agree on one thing
“The most recent increase of geopolitical and monetary policy risks puts our 2022 price targets
The run up in terminal rate pricing and accompanying increase in US real yields are
JPMorgan’s Marko Kolanovic wants to “set the record straight.” Over the course of 2022, the
There are three possible scenarios for US growth, according to JPMorgan. One involves the risk
Whenever consensus turns even a semblance of cautious on equities and risk assets more generally,
Could rebalancing flows help US stocks log their largest weekly gain since November of 2020?
“We believe rates market repricing went too far and the Fed will surprise dovishly relative
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