Kolanovic Says Stocks May Soar 7% Next Week
Could rebalancing flows help US stocks log their largest weekly gain since November of 2020?
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
“During the month of May, bearish investors took victory laps — until the last week
Some of the acute imbalances that drove inflation in developed economies to generational highs may
“Sentiment and positioning are now too bearish, in our view,” JPMorgan’s Marko Kolanovic said Tuesday,
Quite often, I’m compelled to emit a wry chuckle at the headlines emanating from mainstream
Marko Kolanovic is bullish on emerging market assets, and “in particular” China. Although the headline
It’s time to start adding risk. Or at least in market segments that may have
“How can this possibly end well?”, America’s largest bank wondered, in a new note. It
“The stock market is not only in correction, it is already in bear market territory
“Markets can handle Omicron and higher yields,” JPMorgan strategists led by Marko Kolanovic wrote Monday,
JPMorgan’s Marko Kolanovic sees something he hasn’t seen before. Namely, a paradoxical conjuncture that finds
“Our view is that 2022 will be the year of a full global recovery, an
JPMorgan’s Marko Kolanovic has a few questions about the Omicron variant and associated turmoil across
For the past couple of months, the Biden administration has been at pains to articulate
The financial media was awash this week with headlines about flattening yield curves and what
JPMorgan’s Marko Kolanovic doesn’t obfuscate. One hallmark of Kolanovic’s missives is a penchant for stating
I’ve used “mark to market” in tongue-in-cheek fashion on any number of occasions lately, mostly
Nearly a month on from raising their price target on the S&P, JPMorgan and Marko
An aggressive bond rally and the fading of 2021’s outperformance across various manifestations of the
Don’t spend too much time fretting over the COVID “Delta” variant. Or, actually, do spend
While some market participants believe the reflation trade may have largely run its course, JPMorgan’s
“If one stretches rubber too long, it eventually snaps,” JPMorgan’s Marko Kolanovic wrote Wednesday, in
When JPMorgan set its year-end 2021 price target for the S&P late last year, it
A few weeks back, as an eventful first quarter melted into what’s expected to be
“There will be no monthly selling, and indeed there could be buying of equities into
Marko Kolanovic says the VIX is “bound to decline.” In a Wednesday note, Kolanovic blamed
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